Empower your team to drive financial success.
[avia_codeblock_placeholder uid="0"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="1"]
[avia_codeblock_placeholder uid="2"]
OVERVIEW
The scalable Planful Platform for Financial Performance Management offers purpose-built applications that empower finance, accounting, and business users to streamline business-wide planning, budgeting, consolidations, reporting, and analytics, with Planful for Finance – planning and forecasting, Planful for Accounting – close, consolidation, and account reconciliation, Planful for Marketing – campaign and budget management, ROI tracking, Planful for Workforce – compensation management and benefits planning, workforce analysis, and Planful for Sales, IT, and Operations – operational planning, demand planning, and S&OP. Predict: Projections leverages AI and machine learning to generate a forecast that reflects trends and seasonality, and Predict: Signals ensures forecast accuracy. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
INDUSTRY SUCCESS
Life Sciences, Manufacturing, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Score Financial Performance Management R
BPM Partners 2024 Vendor Snapshot for Planful R
BPM Partners Planful a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
Related Webcasts & Events
2024 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’ R
Latest News
Planful Achieves 43% Year-over-Year Growth in 2024 First Half
Planful Announces Innovations for Finance Automation and Collaboration
Planful Acquires Plannuh for Marketing Performance Management
Planful and Trintech Announce Strategic Global Partnership
Budget, performance, transparency and engagement solutions.
[avia_codeblock_placeholder uid="3"]
OVERVIEW
Questica, a Euna Solutions company (formerly GTY Technology), provides a budgeting preparation and management, performance analysis, and transparency suite of solutions focused on public sector organizations, specifically: governments, healthcare, education (higher education and k-12), and non-profits. The Questica Budget Suite core configuration includes modules for operating, salary and planning, capital, performance analysis and Questica OpenBook, a fully mobile transparency solution.
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Governments, healthcare, education, non-profits
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Latest News
GTY Technology Rebrands to Euna Solutions
Questica Releases Budget 2021.1 With New Collaborative and Social Features
GTY Technology Recognized on GovTech 100 List for 2021
Questica Releases New Analytics Capabilities
Questica Partners with Ellucian for Higher Education Customers
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
[avia_codeblock_placeholder uid="4"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="5"]
OVERVIEW
Unit4 FP&A is a flexible, no code/low code platform for planning and analytics designed to connect operations and strategy. It provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, financial statutory consolidation, and reporting. Also included are self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. Unit4 has a vertical focus on: Public Sector, Professional Services, Not-for-Profit, and Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
INDUSTRY SUCCESS
Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC 2023 Planning Survey
BPM Partners 2024 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
Related Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting
Cloud based budgeting, forecasting, & management reporting solution.
[avia_codeblock_placeholder uid="6"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="7"]
OVERVIEW
XLerant’s BudgetPak is an easy to use cloud-based solution focused on collaborative budgeting, forecasting, and management reporting. An Excel add-in, myXL, provides custom reporting capabilities with dynamic integration to the database. The full suite of modules built into the BudgetPak product includes annual and hourly salary planning with enhanced detailed benefits planning, scenario modeling, and long-term projections using predictive analytics. There is built-in support for the creation, distribution, and reporting on company-wide strategic initiatives at the department and account level. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. See detailed ratings and compare to Workday Adaptive Planning, Centage or other vendors >>>
INDUSTRY SUCCESS
Business Services, Higher Education, Not for Profits
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2024 Vendor Snapshot for XLerant R
BPM Partners XLerant a Challenger in 2024-2025 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Webcasts & Events
2024 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
Latest News
XLerant Rated Highest for Ease-of-Use for Sixth Consecutive Year in 2021 BPM Pulse
XLerant’s BudgetPak Receives Perfect Ease-of-Use Score in Pulse of Performance Management Study
XLerant Rated Highest of 15 BPM Vendors for Budgeting and Planning
XLerant Recognized for Top Ease-of-Use Customer Rating in 2018 BPM Pulse Survey
Jobs at this Vendor
The Vena Platform is uniquely flexible, extensible and evolves with your business.
[avia_codeblock_placeholder uid="8"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="9"]
[avia_codeblock_placeholder uid="10"]
OVERVIEW
The Vena Complete Planning Platform, natively integrated and synchronized with Microsoft 365, provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for more efficient financial and operational planning. Vena’s platform leverages the familiarity and flexibility of Microsoft Excel while combining it with the control of a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A, Financial Consolidation, and Operational Planning and Analysis tasks. Vena Insights leverages Power BI fully integrated and productized in the Vena platform for FP&A, which provides self-service AI capabilities to CFOs and their teams to support better strategic decision-making. Vena Copilot for FP&A is fully embedded in Vena to provide a GenAI product for FP&A, and Vena for PowerPoint enhances storytelling with live data. See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Manufacturing, Retail, Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC The Planning Survey 24 R
BPM Partners 2024 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2023 CPM Value Matrix
Related Webcasts & Events
2024 Pulse of Performance Management: Vena Reviewed as Core Vendor R
Livestream: The Annual Financial Close R
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
Latest News
Vena Achieves US$100 Million ARR
Vena Named Top Leader in 2024 BARC Planning Survey
Vena Introduces Vena for Microsoft PowerPoint
Vena Closes FY24 with Record-Setting Quarter
Vena Introduces Vena Copilot for FP&A
Vena Earns Excellent Ratings in 2023 Vendor Landscape Matrix
Vena for Not for Profits Released to Transform Grant Planning and Funding Allocation
See What You Can Do.
[avia_codeblock_placeholder uid="11"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="12"]
[avia_codeblock_placeholder uid="13"]
OVERVIEW
Prophix One™ is a unified cloud-based Financial Performance platform that delivers best-of-breed solutions for budgeting & planning, integrated business planning, reporting & analytics, financial consolidation, intercompany management, and account reconciliation. All with a single point of entry through their portal (with single sign-on), and a harmonized user experience to move across the platform. Prophix automates the management cycles of consolidation and reporting, analysis, modeling and planning with an integrated suite of applications: Financial Planning and Analysis for budgeting and planning with workflow and automation, Reporting and Analytics, Financial Consolidation, and Intercompany Management which give users purpose-built applications for accelerating and automating their financial close and consolidation processes. See detailed ratings and compare to Planful, Vena or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Higher Education, Manufacturing, , Not for Profit, Professional Services, Retail
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC The Planning Survey 23 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2024 Vendor Snapshot for Prophix R
BPM Partners Prophix a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
Related Articles & Blogs
New Performance Management Leaders 2023
The Future of Finance 2023: Insights from Prophix CEO
Introducing Prophix’s Financial Performance Platform
Why Analyst Reports Are Key to Choosing a CPM Vendor
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
The Next Chapter for Prophix: Sigma Conso
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
[avia_codeblock_placeholder uid="14"]
[avia_codeblock_placeholder uid="15"]
OVERVIEW
insightsoftware delivers performance management solutions in three key areas: (1) Capital Management: Equity Management, (2) Controllership: Close/Consolidation, Tax Provisioning, Transfer Pricing, Disclosure Management, and (3) FP&A: Budgeting & Planning, Financial Reporting, Operational Reporting, Data Visualization. The insightsoftware product suite enables the Office of the CFO to be connected, proactive, and empowered. Current products include Tidemark, Longview Close, Longview Tax, Longview Transfer Pricing, Longview Analytics, and Bizview. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Planful or other vendors >>>
INDUSTRY SUCCESS
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners Vendor Snapshot for insightsoftware R
Related Whitepapers & eBooks
Related Articles & Blogs
The Performance Management Gold Rush
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
How to Account for Seasonality Using Financial Planning Software
Longview Transforms the Office of the CFO Through Connected Finance
Latest News
Logi Analytics Wins Dresner Advisory Award for Embedded BI
insightsoftware to Acquire Magnitude
insightsoftware Acquires CALUMO
insightsoftware Receives $1 Billion Investment from Hg
insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities
insightsoftware Acquires French Financial Software Provider Viareport
Jobs at this Vendor
Corporate performance management and business intelligence unified in one seamless software platform.
[avia_codeblock_placeholder uid="16"]
[avia_codeblock_placeholder uid="17"]
OVERVIEW
The Jedox EPM platform seamlessly combines budgeting, planning, reporting and financial consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center. The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed via a subscription model on-premise, in the cloud, or private cloud, now leveraging Kubernetes for scalability and deployment management. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Banking, Education, Energy, Government, Manufacturing, Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC The Planning Survey 22 R
BARC Score for Integrated Planning and Analytics 2023 R
BPM Partners 2021 Vendor Snapshot for Jedox R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Dresner Advisory 2022 Wisdom of Crowds SPM Study R
Gartner Jedox a Leader in 2023 Financial Planning Solutions Magic Quadrant R
Related Whitepapers & eBooks
The Next Wave in Budgeting and Planning: Performance Management Plus
Related Webcasts & Events
Drive future-ready business performance.
[avia_codeblock_placeholder uid="18"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="19"]
[avia_codeblock_placeholder uid="20"]
OVERVIEW
IBM Planning Analytics is designed for integrated and extensible planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting for financial as well as operational data. The solution delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users. In addition to a web UI, Planning Analytics supports a full-featured Excel interface and the ability to publish Excel reports and forms to the web. A catalog of accelerators from IBM and partners extends planning and analysis capabilities. Connectivity to IBM Watson Studio is available for advanced decision optimization. IBM Controller is a standalone consolidation solution that is integrated with IBM Planning Analytics. See detailed ratings and compare to Oracle, SAP or other vendors >>>
INDUSTRY SUCCESS
Education, Financial Services, Government, Life Sciences
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
Aberdeen The ROI of Sales Planning Analytics R
BARC IBM a Market Leader in 2022 Integrated Planning Report R
BPM Partners 2024 Vendor Snapshot for IBM R
BPM Partners IBM a Leader in 2024-2025 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
Related Webcasts & Events
2024 Pulse of Performance Management: IBM Reviewed as Core Vendor R
Jobs at this Vendor
Enterprise Quality, Unified Planning for Every Planning Need, Delivered Where and How Users Work.
[avia_codeblock_placeholder uid="21"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="22"]
OVERVIEW
deFacto Power Planning is a unified, model-driven Integrated Business Planning platform that leverages the full range of Microsoft tools including Azure, Power BI, Excel, Teams, Power Apps, Power Platform/Fabric, extends full write-back and planning capabilities to Excel, Power BI, or the web, and can connect to almost any ERP system and operational data source. deFacto Power Planning provides enterprise quality financial and operational planning across all functional areas of mid to large size organizations. It supports detailed FP&A, HR Management, S&OP, Demand Planning, Tax Provisioning, CapEx/Project/Services Planning and more utilizing AI/ML. The underlying Microsoft SQL tabular database architecture drives high performance and complex analyses of large data sets. See detailed ratings and compare to JustPerform, Vena or other vendors >>>
INDUSTRY SUCCESS
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2024 Vendor Snapshot for deFacto R
BPM Partners deFacto a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
2024 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
Jobs at this Vendor
None available.
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877