Performance Planning that helps companies adapt to change and exceed revenue goals
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OVERVIEW
The Una performance planning platform is an AI-powered FP&A solution that delivers dynamic budgeting, planning, and forecasting with a focus on connected revenue planning which supports direct CRM integration and predictive forecasting of revenue or bookings, and integration into the core financial plans. Real-time execution tracking, embedded business intelligence for visualization and analysis, and native AI help ensure successful execution and achievement of revenue targets. The solution connects and aligns marketing, sales, operations, and finance plans. Una was named BPM Partners’ “Best New Vendor” for 2025.
INDUSTRY SUCCESS
SaaS Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
Coming Soon
Customer View
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2025 Pulse of Performance Management: Una Named Best New Vendor R
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Driving Predictable Growth with Applied Revenue Intelligence
Jobs at this Vendor
FP&A that drives business performance.
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OVERVIEW
Abacum is a scalable and collaborative FP&A solution for financial and operational planning, that provides support for revenue scenario planning and offers reporting templates that automate real-time reporting. It is designed for midmarket organizations with high volume operations.
INDUSTRY SUCCESS
Education, Financial Services, Healthcare, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
AI-Powered Company-Wide Planning
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BPM Pulse 2025
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OVERVIEW
The Pigment integrated business planning platform is modeling-centric and can support most financial and operational planning requirements. It combines the flexibility of a fully customizable platform with use-case specific solutions that are based on best practices and include their own organization charts, templates, and reports. With a focus on Finance, Sales, and HR current solutions include revenue planning, one-click what-if scenario planning, workforce planning with organization chart visualization, sales capacity, territory and quota planning, supply chain planning, and carbon accounting. The guiding vision is to make the planning and reporting process intuitive, integrated, and adaptable. See detailed ratings and compare to Planful, Anaplan or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Manufacturing, Retail, Wholesale
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners First Look: Pigment
BPM Partners Pigment Expands into Sales Performance Management
BPM Partners 2024 Vendor Snapshot for Pigment R
BPM Partners Pigment a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Forrester Sales Performance Management Landscape R
Forrester Total Economic Impact: Pigment R
Gartner 2024 Market Guide for Extended Planning and Analysis Solutions R
Gartner Pigment a Visionary in 2024 Financial Planning Solutions Magic Quadrant R
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Coming Soon!
Related Webcasts & Events
2025 Pulse of Performance Management: Pigment Reviewed as Core Vendor R
Digitalize Finance and HR and make the complexity of mid-size companies easier.
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BPM Pulse 2023
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OVERVIEW
Talentia Corporate Performance Management (CPM) is a unified solution for financial consolidation, budgeting, forecasting, planning, reporting and analysis with a goal of simplifying complexity for mid-sized organizations. It is a full-featured and flexible CPM solution that is designed to be owned by business users. While addressing the full range of financial and operational planning and reporting requirements, the solution has a particular focus on financial consolidation capabilities. It can also serve as a best-of-breed consolidation solution to work in conjunction with existing FP&A solutions lacking adequate consolidation functionality. The product addresses regulatory requirements, adjustments and journal entries, intercompany reconciliations, and audit reports as well as internal management reporting. See detailed ratings and compare to Fluence, Planful, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Energy, Healthcare, Insurance, Manufacturing, Retail, Transportation
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2023 Vendor Snapshot for Talentia R
BPM Partners Talentia a Leader in 2023 Vendor Landscape Matrix $
BPM Partners Talentia 2023 Vendor Landscape Matrix: Special Edition R
Jobs at this Vendor
Financial Intelligence By Design®
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OVERVIEW
FYIsoft enables finance and accounting teams to speed and simplify the financial close cycle and make better data-driven decisions with its integrated suite of BudgetFYI, ReportFYI, and AnalyticsFYI. FYIsoft’s software is ready to use out-of-the-box, with powerful automation features, support for multi-entity/multi-GL consolidations with currency conversion, industry benchmarking, and true data integration across all products. These features make FYIsoft ideal for multi-entity, high-growth, midmarket organizations with complex accounting environments.
INDUSTRY SUCCESS
Financial Services, Healthcare, Hospitality, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
The Insight Partners Financial Reporting Market $
Customer View
Capterra Reviews and Ratings
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Get real-time planning, analysis, and reporting out of your ERP.
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OVERVIEW
Limelight is a financial planning, analysis, and reporting platform that is designed for rapid deployment and management by business users. It is a cloud-based solution offering data integration, collaboration, real-time planning and reporting with Excel features to maximize productivity. The solution directly integrates with ERP systems to offer access to the latest and most accurate financial data. Automated features help accelerate FP&A processes allowing organizations to more quickly get the information they need for strategic decision-making.
INDUSTRY SUCCESS
Financial Services, Healthcare, Manufacturing, Not for Profit, SaaS
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
Coming Soon!
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Coming Soon!
Agile Modeling Intelligence
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OVERVIEW
Synario, from PFM Solutions, delivers enterprise class modeling intelligence software for operational planning, project and program planning, and long-range planning. It is designed to augment existing budgeting and forecasting solutions by focusing on forward-looking plans. The solution replaces Excel spreadsheets, which are typically used for this purpose, with advanced modeling, analysis, and insights functionality along with dynamic visualization capabilities to present the results. The company offers pre-configured applications of Synario for the Government and Education markets. A prior version of Synario was marketed as Whitebirch. See detailed ratings and compare to other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Government, Higher Education
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for Synario R
Related Whitepapers & eBooks
None Available.
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None Available.
Jobs at this Vendor
Next Level Analytics & Planning
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BPM Pulse 2023
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OVERVIEW
Acterys turns Power BI into an enterprise planning solution as it fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The focus is on addressing the full-range of extended planning and analysis requirements. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. Intelligent planning capabilities include constraint satisfaction, plan optimization, landing cost simulation, and goal-seeking. See detailed ratings and compare to deFacto, Vena, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Hospitality, Professional Services, Manufacturing, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPI FP&A Market Guide: Acterys Vendor Spotlight
BPM Partners 2023 Vendor Snapshot for Acterys R
BPM Partners Acterys a Key Competitor in 2023 Vendor Landscape Matrix $
BPM Partners Acterys 2022 Vendor Landscape Matrix: Profile Edition
Gartner Acterys 2022 Cool Vendor in Finance
SoftwareReviews Acterys an EPM Emotional Footprint Champion R
Related Whitepapers & eBooks
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
Acterys Recognized as Top-Rated Vendor in 2022 BPM Pulse Research
A Smarter Data-Driven Approach to ESG Implementation and Reporting
The Latest Trends in Performance Management
Microsoft Customer Story: Acterys + Azure + Power BI
Jobs at this Vendor
Get the Financial Clarity You Need to Grow.
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OVERVIEW
The Place finance platform supports the entire company and is designed specifically for SaaS businesses. It combines forecasting and planning with SaaS customer subscription management, billing, and revenue recognition capabilities, layered with reporting and analytics for the entire corporate revenue and expense lifecycle. Solutions available on this platform include Forecasting & Planning and Revenue & Billing. Place is built upon the Salesforce Platform to deliver these solutions in a flexible cloud environment that provides a single location for direct access to the latest transactional data in real-time. See detailed ratings and compare to XLerant, Centage, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
SaaS Businesses
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2022 Vendor Snapshot for Place R
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
3 Trends for SaaS CFOs to Watch in 2022
Place Technology Enhances Financial Forecasting Solution
How Place Technology is Empowering SMBs with Flexible, Accurate Financial Forecasts
Plan smarter. Plan faster. Plan together.
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OVERVIEW
This vendor delivers an all-in-one cloud-based solution for budgeting, forecasting, reporting, and dashboards. Targeted at organizations with 500 or fewer employees, the solution is optimized for ease of use and rapid implementation. Out of the box integration is available for Xero, Sage Intaact, QuickBooks Desktop, QuickBooks Online, and NetSuite.
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Financial Services, Professional Services, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
CPA Practice Advisor Jirav Wins Innovation Award
Related Whitepapers & eBooks
Coming Soon!
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