The Best Enterprise Performance Management Software

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Workday Adaptive Planning Screenshot

Workday Adaptive Planning

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Workday Adaptive Planning is an enterprise performance management software for long-term budgeting and forecasting. It enables financial data consolidation, journal entries and reports, multi-currency management, and detailed audit trails. Workday also provides personalized dashboards, color-coded scorecards, a variety of KPIs, and cost and profitability analysis.
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Client OS
Web
Deployment
Cloud Hosted
Planful Screenshot

Planful

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Planful (formerly Host Analytics) is an enterprise performance management (EPM) software, featuring financial applications for modeling, planning, consolidation, reporting, and analytics. Key features include scenario analysis, rolling forecasts, budgeting, and forecasting. The platform can integrate with Salesforce, QuickBooks, Sage Intacct, and more popular apps.
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Client OS
Web
Deployment
Cloud Hosted
Prophix Screenshot

Prophix

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Prophix is a multi-user financial software application with Budgeting, Planning, Financial Consolidation, Management Reporting and Analysis tools. This software also includes features for reforecasting, data mining, score-carding, and personnel planning. Prophix offers the familiarity of a spreadsheet-style interface without the common limitations of spreadsheets. The financial and data analysis tools bring accountability back to the business process, so key internal and external stakeholders have access to relevant information. End-to-end offerings include products, professional services, education, and technical support.
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Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud or On-Premises
IBM Planning Analytics Screenshot

IBM Planning Analytics

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IBM Planning Analytics is an AI-driven planning solution integrating collaboration across various business areas. Key features include basic planning, budgeting, and forecasting, along with more advanced predictive modeling, integration with statistical packages, and report-sharing tools. It uses all these tools to automatically deliver insights so businesses can stay agile. IBM Planning Analytics can integrate with third-party software like SAP and Oracle to provide a full overview of company data. It’s designed for scalability across enterprises, supporting Windows, Linux, and Mac operating systems. There are mobile applications for iOS, Android, and Windows Phones.
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Starting Price
$867/month
Client OS
Windows, macOS, Web
Deployment
Cloud Hosted
Board Intelligent Planning Screenshot

Board Intelligent Planning

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Board is designed to empower decision-making in various business contexts. It offers a unified platform for planning, predictive analytics, and business intelligence, enabling companies to leverage their data effectively. By providing a complete view of business information, Board helps organizations gain actionable insights and maintain control over their performance.
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Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises
Oracle Hyperion Planning Screenshot

Oracle Hyperion Planning

Oracle Hyperion Planning is a software for planning, budgeting, and forecasting. The software is no longer sold however support for current users on version 11.2.X will be available until Dec 2031. Oracle recommends migrating to Oracle Fusion Cloud EPM. [Find alternatives here.](https://softwareconnect.com/budgeting-forecasting/)
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Starting Price
$9,995 (perpetual license)
Client OS
Windows, Web
Deployment
Cloud or On-Premises
Vena Screenshot

Vena

Vena Solutions helps medium and large sized companies manage their budgeting, planning and forecasting. Vena provides a cloud-based financial planning and analysis (FP&A) solution that combines Excel with a centralized database, sophisticated workflow, powerful reporting and advanced analytics. The best companies in the world use Vena to get trusted numbers and insights fast. Beyond budgeting, planning and revenue forecasting, Vena can automate any spreadsheet-driven process from regulatory
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Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud Hosted
Solver Screenshot

Solver

Faster and better decision-making is the key driver of your organization’s growth and success. With all your important financial and operational data easily accessible in a single solution, managers can quickly access the information they need to analyze past performances, and make better predictions about future results and opportunities. Video Overview ; Features ; Target Market ; Deployment ; and Pricing . Video Overview ; Features ; Target Market ; Deployment ; and Pricing . Solver is a new
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Starting Price
$6,888/year
Client OS
Windows, macOS, Web
Deployment
Cloud or On-Premises
Oracle NetSuite PBCS Screenshot

Oracle NetSuite PBCS

Oracle NetSuite PBCS allows organizations of all sizes to handle planning and budgeting. The solution is designed to handle financial, sales, contractual and operational planning issues through complete planning, budgeting, and forecasting. Oracle NetSuite PBCS handles both company-wide and departmental planning with modeling capabilities, approval workflows, and reporting. The solution aims to help model financial and operational changes quickly using financial assumptions. Role-based web and
Client OS
Web
Deployment
Cloud Hosted
CCH Tagetik Screenshot

CCH Tagetik

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CCH Tagetik is an enterprise performance management software that emphasizes strong Excel integration. It supports various financial functions, including consolidation, budgeting, planning, and reporting. The software handles industry-specific requirements for insurance companies, such as SolvencyII and IFRS. The software is available for deployment across multiple platforms, including cloud and on-premise setups.
Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises
Anaplan Screenshot

Anaplan

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Anaplan Connected Planning platform helps companies improve business performance in real-time. The cloud-based platform connects real-time data, people, and plans across your business. Modules offer functionality in sales, supply chain planning, marketing, IT, and workforce management. Large and fast-growing organizations use Anaplan’s planning platform in every business function to make informed decisions and drive faster, more effective planning processes. The powerful in-memory engine, Hyperblock, supports detailed and complex planning models.
Client OS
Web
Deployment
Cloud Hosted
Infor EPM Screenshot

Infor EPM

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Infor EPM is an enterprise performance management software offering advanced financial consolidation features. It handles budgeting, forecasting, and planning, simplifying these processes while integrating them tightly with ERP applications. Infor EPM helps manage capital projects and expenditures and offers detailed sales planning and forecasting tools. The software leverages AI for predictive analysis and trends.
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Client OS
iOS, Android, Web
Deployment
Cloud Hosted
SAP Analytics Cloud Screenshot

SAP Analytics Cloud

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SAP Analytics Cloud is a business intelligence and data visualization software. Its key features include predictive analytics, predefined reporting, and enterprise planning. The platform enables the creation and linking of financial and operational plans in one system. Additionally, SAP Analytics Cloud can connect to SAP HANA, SAP S/4HANA, SAP BW/4HANA, and non-SAP sources like SQL and Google BigQuery.
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Starting Price
$36/user/month
Client OS
iOS, Web
Deployment
Cloud Hosted
Longview Screenshot
Longview Analytics, part of insightsoftware’s suite since 2020, is a scalable Business Intelligence (BI) solution designed to cater to a wide range of users. Its strength lies in enabling integration of data from diverse sources such as ERP systems, relational databases, and OLAP, without necessitating additional infrastructure investment. This integration capability extends to a variety of vendors, including SAP, Oracle, and IBM. The software allows for the creation of custom reports and dashboards, as well as more complex analytical functions like what-if scenarios, which can be tailored to specific end-user needs.
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Starting Price
$5,000/month
Client OS
Web
Deployment
Cloud Hosted
Jedox Screenshot

Jedox

Jedox is an enterprise performance management and BI unified software solution. Jedox aims to streamline your planning process, unite users and data on one platform, and improve your businesses budgeting and forecasting. Jedox lets your plan, analyze, and report through one integrated EPM software. The corporate performance management solution gives insights and guidance to everyone in your company whether they are in the finance department, sales, or human resources. If your staff is stubborn
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Starting Price
$160/month
Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises
Unit4 FP&A Screenshot
Unit4 FP&A offers a consistent platform for controlling all financial planning processes in a scalable and flexible manner. It focuses on automation and real-time data to help future-proof finances against complexities of growth and dynamic markets, moving away from traditional spreadsheet methods​​​​​​​​​​.
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Windows, Web
Deployment
Cloud Hosted
OneStream Screenshot
OneStream is a corporate performance management (CPM) platform designed to streamline complex financial processes. It offers a unified solution for data management, financial close, consolidation, planning, reporting, and analytics. Enhanced with seamless Excel integration and a powerful, versatile platform, OneStream facilitates financial forecasting and decision-making. Its adaptability to business growth and change, coupled with a wide array of functionalities on a single platform, positions it as a strategic tool for large organizations seeking to optimize their financial operations.
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Windows, iOS, Android, Web
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Cloud or On-Premises
Kepion Screenshot

Kepion

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Kepion is a corporate performance management software for budgeting, planning, and forecasting. Its key features include customizable planning environments, integrated business planning, and seamless data integration tools. Its reliance on Microsoft technologies makes it a compatible choice for businesses already using Microsoft products. Kepion’s customizable nature allows it to cater to various business scenarios and requirements.
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Windows, Web
Deployment
Cloud Hosted
Oracle EPM Cloud Screenshot

Oracle EPM Cloud

Oracle EPM Cloud is an enterprise performance management system that is made up of Account Reconciliation Cloud, Enterprise Data Management Cloud, Enterprise Performance Reporting Cloud, Enterprise…
Client OS
Windows, macOS, Linux, iOS, Android, Web
Deployment
Cloud Hosted
Contruent Enterprise Screenshot

Contruent Enterprise

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(3)
Contruent (formerly ARES PRISM) is the premier capital project management software solution that empowers owners and EPCs to build large construction projects with precision and speed. Contruent is faster to deliver across the project lifecycle because it integrates cost and scheduling and comes project-ready out-of-the box with 25 years of best practices built in. The result is higher accuracy, speed, and cost efficiency. Founded in 1994 as ARES PRISM and renamed with the launch of an
Client OS
Web
Deployment
Cloud or On-Premises

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Buyer’s Guide

What Is Enterprise Performance Management (EPM) Software?

Enterprise Performance Management software, sometimes referred to interchangeably as corporate performance management (CPM) software or shortened to EPM, helps monitor key performance indicators (KPIs) and other data sources to track your company’s progress towards whatever metrics your business is working towards.

Traditionally, business processes analyzed through EPM systems are related to a company’s financials, but over time this software has turned into an enterprise-wide option to streamline forecasting, budgeting, scorecards, and dashboards for numerous departments, including sales, marketing, operations, and human resources (HR).

Adaptive Insights EPM Software Human Resources Functionality
Adaptive Insights shows how EPM functionality can stretch outside of the finance department with a scorecard generated for an enterprise’s human resource department.

Best EPM Software Features

Feature Description
Budgeting and Forecasting Use real-time data to drive your operations and make both short-term and long-term decisions dealing with financial budgeting, forecasting, scenario modeling, and more.
Financial Consolidation Combine real-time financial data on all assets, income, and expenses generated by your company.
Financial Reporting Create reports on a daily, monthly, or any other timespan you’re looking to monitor. Provides real-time financial statements, spreadsheets, management reports, and a level of automation to ensure decision-makers receive reports in a timely fashion.
Performance Management Monitor personalized dashboards, KPIs, profitability analysis, OLAP Analysis, and benchmarks to analyze key metrics in a context your corporation understands.
Strategic Planning Configure your EPM solution with specific methodologies being used by your business such as Balanced Scorecard, Strategy Map, Six Sigma, SWOT Analysis and more, whichever is most relevant to your goals.
Tactical Planning Add user specific initiatives that can combine different goals and members into a clear pathway of movement needed to achieve said goal. This can include a requisition system where users can approve or deny certain initiatives from being changed.
Risk Management Ensure the integrity of your reports through proper audit trails.
Prophix Ad Hoc Analysis EPM Software
The use of ad-hoc reports is common in EPM and CPM software, such as Prophix, since these visualizations facilitate business analysis and decision making.

Best Enterprise Performance Management Benefits

Businesses looking to improve their financial planning process and their overall organizational strategy will find EPM software highly beneficial:

  • Streamline your financial forecasting and budgeting: By analyzing financial data with an EPM solution, your company can better plan ahead when forecasting and budgeting.
  • Set your own key performance indicators: The metrics which indicate success or failure for your company will vary depending on your industry, market share, and more. Measure only those KPIs which matter most.
  • Clarify your company goals: By analyzing your financial data and KPIs, you can ensure your company is on track to meet stated goals.
  • Increase visibility and transparency: Remain compliant when reporting on real-time data from multiple departments.

The Cost of EPM Software

Pricing of enterprise performance management software can vary based on several variables. The total cost of an EPM solution is dependent on the size of the business, the number of functionalities or modules required, how many concurrent users are needed, and the overall size of the company itself.

Developers may advertise costs as low as $10 per user per month, though these price plans are entry-level and extremely limited in functionality. Companies should expect to start spending anywhere from $70 to $200 per user per month. You’ll also want to consider additional costs that will be important to factor in when evaluating purchasing a solution, such as implementation, training, data migration, and on-going support with annual updates.

Some of the latest trends in EPM are related to how financial planning and budgeting is being done at differently sized businesses today. For instance, a Mint Jutras put out an enterprise solution study which found a majority of both small businesses (under $250M in annual revenue) and large enterprises were using a combination of software, apps, and Excel spreadsheets to get their financial planning done (47% and 43% respectively):

Mint Jutras 2018 Enterprise Solution Study How Businesses Budget and Plan
Beyond using a combination of software and spreadsheets, enterprises were more likely to have a budgeting and planning processes completely done with software and applications, while small businesses were more likely to have a spreadsheet-centric environment. One could speculate the cost of software applications may be a key factor in the method businesses choose.

Some in the business community feel EPM software may have run its course. With a renewed focus on financial performance, managers and decision-makers alike understand the need for budgeting and forecasting software for better financial planning, and many wanted to fill this need by letting managers test what-if scenarios. EPM software was thought to be the best approach, given the ability to test these what-if scenarios. However, due to the time and cost investment for most EPM solutions, many companies may agree the need for management methodologies and processes is second to that of improved financial performance, which can simply be provided with budgeting, forecasting, and BI tools that are far easier to implement.

Further, cloud-based BI tool availability is set to increase. A previous market research report by MarketsandMarkets predicted cloud analytics would grow from $7.5 billion to $23.1 billion from the 5-year timespan of 2015 to 2020; a growth of 25%. Oracle’s 2018 EPM Trends Report found that 62% of companies have or had plans to implement a cloud EPM solution within 12 months. That number grew to as high as 79% if you expanded the goal date to 24 months (2 years). Some of the biggest drivers of growth are the emergence of big data and the ease of installation for cloud-based options. The same Oracle report found that the primary reason for moving EPM to the cloud was equally split between being able to avoid upgrades as well as avoid infrastructure investment.

Oracle 2018 EPM Software Trends Report
Avoiding on-premise upgrades and avoiding infrastructure investments were the top reasons companies were moving EPM software to the cloud in 2018.

The final trend is integration with existing and legacy systems. The rise in popularity in cloud EPM solutions has seen an increase in the number of connections or integrations available with third-party on-premises solutions. Popular integrations include enterprise resource planning (ERP), BI tools, and project management software.

Pain Points of EPM Software

While EPM is popular, it’s not without its drawbacks. For starters, organizations seeking software may be misled on what some EPM solutions can and can’t do. This can lead to a company implementing one software for strategy management, another for collecting departmental budgets, and a third to provide the reporting. In reality, finding a complete EPM option from the start could prevent this integration nightmare.

Another common issue with the evolution of SaaS EPM software, as discussed in this webinar for finance professionals, is the need for better accuracy in planning for the future of a business. The second most common is the delay from data-entry in a financial system to when this data is in decision-makers hands, which can have some businesses making decisions on older data.

As such, it’s important to know what functionality is included before you select a software. Fortunately, EPM systems can also integrate with popular ERP and business intelligence software systems to cover additional workflows.

Do You Need EPM, CPM or BI Tools?

Wondering what the difference is between EPM software, a CPM system, and BI tools? There is a lot of overlap, to the point where EPM and CPM are often used interchangeably when seeking software. Most of the time it’s safe to treat them all as synonyms, yet there are times where a distinction is necessary, such as financial planning and analysis (FP&A) services, which should be seen as a subset of EPM rather than a synonymous term.

EPM vs CPM

Enterprise performance management (EPM) software can sometimes be referred to as corporate performance management (CPM) software or even business performance management (BPM). The main difference here is scope: a corporate solution may focus on just one financial department at a company while an EPM can incorporate finances, sales, supply chain, and more at every level of the organization.

EPM vs BI Tools

When it comes to differentiating EPM to business intelligence, simply put BI tools help provide the visualizations needed to make decisions, while EPM uses the data accumulated with BI and links that data to the critical goals of the organization. BI functionality can only go so far and typically have an end-point, while EPM solutions generally pick up the slack where a BI tool has left off.

BI tools traditionally collect data to present in a manner that lets your key decision makers easily decipher it, either on a dashboard or through a visualization of some sort. What BI tools lack is where EPM comes in, as EPM systems can help take the metrics BI tools find and pair them with the vital goals of the company. Essentially, EPM options let a business plan towards business objectives.

Host Analytics EPM Software
What’s in a name? Regardless of if it’s labeled as EPM or CPM software, both aim to help a variety of business units outside of finance, such as operations, marketing, human resources, and research and development. Most solutions let you create budget hierarchies, such as Host Analytics (pictured above), a company that has taken a stand by committing to use ‘EPM Software’ moving forward.

Some companies argue EPM will eventually split into a strategic category and an operational category, but until then, EPM software vendors will attempt to meet any and all needs an organization may have.