Financial automation for Excel users.
[avia_codeblock_placeholder uid="0"]
OVERVIEW
DataRails is an FP&A solution designed to help SMEs automate their monthly and quarterly reporting processes. The solution allows organizations to benefit from the capabilities of a modern, cloud-based and centrally managed financial system, while still being able to work in the familiar Excel environment. DataRails can consolidate data from multiple source systems such as ERP, CRM, HRIS, along with unstructured data, into a unified cloud-based database. The system supports currency conversion, eliminations, alternate hierarchies, adjustments, and more. The end result is a 360 degree view of all organizational data that can be accessed via Excel, a performance dashboard, or through live, interactive charts and tables within PowerPoint that are updated in real-time.
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
Coming Soon!
Customer View
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
SoftwareConnect Reviews and Ratings
SourceForge Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Coming Soon!
Latest News
Next Level Analytics & Planning
[avia_codeblock_placeholder uid="1"]
OVERVIEW
Acterys is a unified CPM solution for planning, consolidation, and analytics that is available on premise or cloud-based. It is designed for a quick implementation and provides out of the box integration with QuickBooks, HubSpot, Microsoft Dynamics, Salesforce, SAP, Xero, and other key financial and operational source systems as well as data warehouse automation. Users access the solution via Excel or Power BI. AI augmented analytics provide additional insights and advanced forecasting capabilities. The Acterys solution can be used by a single user in an organization or hundreds.
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
Coming Soon!
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Coming Soon!
Jobs at this Vendor
Adaptable Financial Forecasting for SaaS and Professional Services Organizations
[avia_codeblock_placeholder uid="2"]
OVERVIEW
The PlaceCPM product from Place Technology is a flexible cloud-based forecasting solution that dynamically produces P&L forecasts and cash projections from the latest transactional data in real-time. Built on the Salesforce platform the system provides streamlined revenue planning along with workforce planning, consolidations with support for currency conversions and eliminations, drag-and-drop reports and dashboards. PlaceCPM is ideal for Technology and Service businesses.
INDUSTRY SUCCESS
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
Coming Soon!
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Plan smarter. Plan faster. Plan together.
[avia_codeblock_placeholder uid="3"]
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.
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!
Related Webcasts & Events
Coming Soon!
Budget, performance, transparency and engagement solutions.
[avia_codeblock_placeholder uid="4"]
OVERVIEW
Questica 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.
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
Industry View
Related Whitepapers & eBooks
Related Webcasts & Events
Jobs at this Vendor
Cloud based budgeting, forecasting, & management reporting solutions.
[avia_codeblock_placeholder uid="5"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="6"]
OVERVIEW
XLerant, a Jonas Software company, provides a performance management solution that emphasizes ease of use for budgeting, forecasting, and reporting in decentralized environments with support for centralized exceptions such as headcount planning. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. Step-by-step wizards guide Administrators through maintenance tasks. The full suite of modules built into the BudgetPak product includes expense and revenue planning, personnel and salary planning with enhanced detailed benefits planning, asset planning, as well as approval workflow, creation of documentation, what-if scenarios, scenario modeling, strategic initiative budgeting, forecasting, and long term projections. 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 2020 Vendor Snapshot for XLerant R
BPM Partners XLerant an Accepted Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Whitepapers & eBooks
Related Webcasts & Events
Ease of Use: The Next Budgeting Requirement
The Pulse of Performance Management 2020: XLerant Reviewed as Core Vendor R
Automated, budgeting and planning software solutions for mid-sized organizations.
[avia_codeblock_placeholder uid="7"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="8"]
[avia_codeblock_placeholder uid="9"]
OVERVIEW
Centage’s Planning Maestro® provides intelligent planning and analytics designed for the modern office of Finance in small to midsize businesses. Planning Maestro® is a multi-tenant cloud solution that offers integrated budgeting, forecasting and reporting along with robust modeling, what if, and scenario planning tools. The system can automatically generate Cash Flow, Balance Sheet, and P&L reports. It features unlimited dimensions, multi-step allocations, and expanded support for transactional level details. Planning Maestro provides self-service reporting and data analysis visualization. See detailed ratings and compare to Workday Adaptive Insights, Prophix or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Higher Education, Manufacturing, Not for Profit, Professional Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2020 Vendor Snapshot for Centage R
BPM Partners Centage an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory Services 2019 Enterprise Performance Management Study R
Related Whitepapers & eBooks
Automating Budgeting and Forecasting for Midmarket Companies
Related Webcasts & Events
The Pulse of Performance Management 2020: Centage Reviewed as Core Vendor R
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877