Alternatives to Kepion
Compare Kepion alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Kepion in 2026. Compare features, ratings, user reviews, pricing, and more from Kepion competitors and alternatives in order to make an informed decision for your business.
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Martus
Martus Solutions
Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! -
2
Banker's Dashboard
Deluxe
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. -
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Sales Analysis & Forecasting Tool
SAFIO Solutions
SAFIO Solutions is a cloud based, forecasting software solution for inventory optimization, delivering a comprehensive platform that provides vision, efficiency and analytics to make strategic decisions for improved operational performance. Utilizing a proprietary Sales Analysis & Forecasting Tool, SAFIO Solutions integrates a client’s vital data into a single, convenient and user-friendly interface, one that is intuitive to the information a planner needs to make impactful and efficient decisions, because it was developed by a planner. Get the reporting & analytics needed to focus on emerging trends, opportunities and liabilities where action can then be taken to achieve desired results. Gain the confidence to forecast simply, efficiently and accurately. Available to use on multiple devices wherever you are: at home, in the office or traveling. -
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OnPlan
OnPlan
OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.Starting Price: $12,500/year -
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Smart Inventory Planning & Optimization
Smart Software
Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning. Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning. -
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Synario
PFM Solutions
Synario is an industry-leading financial modeling platform designed to answer tomorrow's questions today. Make data-informed decisions with confidence, leading your organization to a brighter financial future with Synario. Leave archaic spreadsheet-based financial modeling behind and switch to a purpose-built modeling platform where advanced modeling, analysis, and insight come out-of-the-box. With automated financial statements and patented layering technology, Synario can give your finance team a full-field view of your financial future. Reach out to us to see how Synario could benefit your unique organization. Synario contains the best financial modeling tools to analyze even the most complex strategic or financial scenarios. Coupled with complete customizability, Synario can create all types of financial models with ease. Patented layering technology makes Synario financial models better able to replicate any scenario. -
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Anaplan
Anaplan
Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform. -
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Oracle Fusion Cloud EPM
Oracle
Gain the agility and insights you need to outperform in any market condition. Oracle Fusion Cloud Enterprise Performance Management (EPM) helps you model and plan across finance, HR, supply chain, and sales, streamline the financial close process, and drive better decisions. Comprehensively address your needs with functional breadth and depth across financial and operational planning, consolidation and close, master data management, and more. Seamlessly connect finance with all other lines of business for enterprise-wide agility and alignment. Drive better decisions with scenario modeling and built-in, advanced analytics. Oracle EPM consistently tops analyst rankings; thousands of customers gain more value from running their EPM processes with Oracle in the cloud. Drive agile, connected plans—from scenario modeling and long-range planning to budgeting and line of business planning—that are built on best practices and advanced technologies. -
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Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
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Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth. -
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valQ
Lumel Technologies Inc
ValQ is a server less, lightweight, multi-purpose application running on Power BI supporting use cases such as planning, forecasting, budgeting, time series forecasting, and value driver planning. It helps enterprises run simulations, plans & analyses in a very visual and intuitive manner. It supports use cases across various departments and functions and is designed keeping in mind the analysis & decision-making needs of business users & executives without any dependencies on IT.Starting Price: Free -
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Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
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Pigment
Pigment
Bring color to your company’s future. Business strategy in real-time. Pre-built toolbox to get started in a matter of days. Instantaneous native data connectors. What if scenarios on steroids to finally focus on strategic decision making. Easy modeling of any planning and forecasting application thanks to powerful capabilities. Real time and insightful reporting. Shared tailored dashboards and models. Discussion and decisions taken directly on the platform. Delightful interface for all team members, at all levels. Seamless tracking of data edits. Secure data connectors. Enterprise-grade data governance and access rights. By design end-to-end traceability and clearances. Scale your business the right way. Make numbers a common language that everyone understands. Anticipate the future with confidence. See, understand and execute in real time. -
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Prophix
Prophix Software
Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes. -
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IBM Planning Analytics, powered by IBM TM1®, is an integrated planning solution designed to promote collaboration across the organization and help keep pace with the speed of modern business. With a powerful calculation engine, this enterprise performance management solution helps you move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Simplify oceans of data by unifying data sources into one single repository and empowering users to build sophisticated, multidimensional models that drive more reliable forecasts. Forego time-consuming, error-prone planning in favor of an automated, more reliable planning process designed for real business. Break down siloes, unify data, and synchronize planning across the organization to reveal the full picture and drive integrated plans. See the impact of your decisions before making them using what-if scenarios. Plus, adjust plans in real-time to adapt to change.
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Jedox
Jedox
Eliminate the use of spreadsheets and move to more advanced, best-in-class integrated enterprise planning solutions from Jedox. Jedox's integrated planning solutions combine enterprise planning, data analytics, and reporting that help organizations improve collaboration among teams, create accurate forecasts and analytics, and deliver greater process visibility and transparency. Jedox is accessible from any device and also comes with inbuilt integration. -
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OneStream
OneStream Software
Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application. -
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Planful
Planful
Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes. -
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Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally. -
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Abacum
Abacum
Abacum is an AI-native FP&A platform designed to help finance teams manage planning, forecasting, and reporting in one unified system. It enables organizations to adapt quickly to changing business conditions by keeping data, models, and insights aligned in real time. The platform eliminates common challenges such as disconnected data sources, outdated models, and slow reporting processes. With built-in AI capabilities, Abacum automates tasks like data cleaning, anomaly detection, and forecasting. It allows teams to build and update financial models without relying on technical specialists or lengthy implementation cycles. Abacum also enhances collaboration by enabling continuous planning and shared visibility across teams. By simplifying financial workflows, it empowers finance professionals to focus on strategic decision-making rather than manual processes. -
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Board
Board International
Board is a top-rated decision-making platform for organizations of any size. It unifies business intelligence, corporate performance management (CPM), and business analytics capabilities in one powerful solution, making it easy to build and maintain any apps in a matter of seconds--no coding required. Available in multiple deployment models, Board gives users access to the right information easier and faster. -
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Calumo
insightsoftware
Enhance your enterprise performance management with fast integration, real-time reporting, and sophisticated planning and forecasting tools. Organizations are becoming increasingly complex, requiring management of ever-changing corporate structures, large volumes of data, and changing market conditions. Calumo provides automated reporting, planning, and budgeting solutions that support extended planning and analysis to enhance corporate performance management and is now a part of the insightsoftware family. insightsoftware’s strategy is to offer our customers the right financial and operational reporting and planning solution regardless of company size, ERP, EPM, or reporting environment preferences. Existing solutions are not scalable and can’t support the needs of a growing business. Qualified professionals waste their time in spreadsheets and refreshing routine reporting, rather than analyzing data to generate business value.Starting Price: $1000 per month -
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CCH Tagetik
Wolters Kluwer
Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance. -
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Longview Plan
insightsoftware
Integrate planning and consolidation data in one platform to accelerate planning cycles and improve the quality of your budget and forecasts. Enterprise participation: Engage the edges of the organization in all planning processes and achieve greater visibility and accountability. In-context and advanced analytics: Analyze data throughout the application, at the speed of thought, without the need for external BI tools. Your business processes: Plan across revenue, expenses, operations, people, profit, etc., at a granular level, in the same platform as Longview Close, Longview Tax, and Longview Transfer Pricing. Flexible dynamic modeling: Configurable and flexible – a future-proof modeling engine to meet today’s and tomorrow’s requirements. Eliminate legacy planning apps, with their error-prone spreadsheets, complicated calc scripts and outdated UIs. Handle large data collection with real-time processing through scalable, born-in-the-cloud architecture. -
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Synoptix
Compusoft Development LLC
Business Intelligence Software to make your complex reporting needs easy. Any ERP, any data point, any report. No IT. -
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Account-Ability
Account-Ability
Integrated Financial Planning Ensuring company liquidity is vital. Whether you are a small-medium or large organization your business can no longer operate without cash. Why Invest In A Dedicated Budgeting and Reporting Solution? Whatever your business size or nature you will need to produce financial planning and analysis for. Preparing accurate consolidated financial statements across a group of companies can be difficult. For many groups the financial consolidation process is traditionally done at year. Every company's financial plan, budget or forecast usually starts with the key question. Predicting the pipeline of sales is vital for producing any business plan and financial forecast. Even in the not for profit sector understanding and managing the key sources of revenue is vital to forming the financial plan. -
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XLReporting
XLReporting
XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.Starting Price: €500/month -
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Vivid Reports
Vivid Reports
Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency. -
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QVANTUM
QVANTUM
QVANTUM is an advanced cloud-based operational planning platform that enables businesses to streamline their financial, workforce, and sales planning processes. It integrates seamlessly with existing ERP, BI, and HR systems, allowing departments to collaborate effectively on a unified platform. QVANTUM offers powerful tools for predictive forecasting, cost center management, and ESG reporting, providing real-time data insights to support decision-making. The platform eliminates the need for Excel by offering customizable templates, automated workflows, and precise rights management to ensure compliance and data protection. Its intuitive interface, modeled after Excel, minimizes the need for training, while its scalable architecture adapts to growing business needs. Compliance is based on the precise assignment of rights and automatic backups. Connection to all common ERP, BI, and HR systems.Starting Price: €49 per month -
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pcFinancials
DSPanel
Performance Canvas Financials brings you a deep, sophisticated, and easy-to-use FP&A solution that promises to streamline and intelligently automate your entire FP&A process from end to end. Performance Canvas Financials is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your existing ERP system that will allow you to take full control of your financial planning & analysis process. Cloud Performance Canvas Financials is a solution that delivers the latest best practices in Financial Planning & Analysis through its off-the-shelf finance modules. These are prepackaged finance logic such as Cash flow, CAPEX, Consolidation among others. These best practices include Driver-based budgeting, Drag & Drop Financial Reporting, Live Financial Forecasting, Unlimited What-if Analysis, Assumptions testing, Allocations, Activity-based costing, Multiple Entities and Currency Support, etc. -
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Centage
Centage
Collaborative budgeting software that aligns and engages your entire company. Centage helps you create a collaborative, top-down AND bottoms-up budgeting process—aligning teams and empowering them to own the plan. Build a budget with your team, not just for them. Centage enables secure, cross-department collaboration, transforming budgeting and forecasting into a transparent, shared process. By involving key stakeholders, every plan captures the insights and needs of the entire organization, driving alignment and accountability from day one. Create budgets that your entire team believes in. Our software allows you to collaborate seamlessly with department leaders, ensuring every number reflects input from the people who know the business best. Build multidimensional budgets together and turn a daunting task into a shared mission, aligning your company around a financial plan everyone supports. -
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Axiom Software
Syntellis Performance Solutions
Axiom Software (formerly Axiom EPM) is an enterprise performance management tool that arms finance teams and executives with the best tools for budgeting, forecasting, planning, reporting, scenario modeling, and more. Finance teams using Axiom Software are more agile and spend more time analyzing data to better understand the drivers that affect their organizations. Performance management software tailor-made for the complexities of hospitals and health systems, backed by 30 years of industry experience. Strategy-based performance solutions for banks, credit unions and other non-depository institutions to model the future and make data-driven decisions. Sophisticated financial performance software for universities and colleges, grounded in proven principles and advanced, data-driven modeling. We want to ensure that users aren’t hindered with a clunky, time-consuming software solution. Finance professionals should be empowered by intuitive software. -
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Planisware
Planisware
Planisware Enterprise captures your strategy and aligns your portfolios, projects, and teams to make an impact on the bottom line. Planisware Orchestra enables project decision-making across the entire portfolio and helps you reach the next maturity level. Planisware Enterprise is an integrated solution that brings together budgets, forecasts, schedules, resources, and actuals. Global organizations like Ford, Philips, Pfizer, and Société Générale, and dynamic mid-sized innovators such as Zebra, Beam Suntory, and MSA Safety alike trust Planisware to manage their project pipeline. Shape your strategy and assess results through roadmaps, budgets, and investment buckets. Define, prioritize, and manage your portfolio of projects through investment scenarios, and simulations. Gain visibility and manage your resources through capacity planning, resource scheduling, and time tracking. Control your projects through scheduling, costs, and deliverable management. -
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TCM
TCM Infosys
TCM provides a powerful database and tools for the most complex budgeting and forecasting, financial consolidation and management reporting and analysis. TCM’s integrated functionality provides an easy-to-use solution to give you a complete picture of the organization, allowing you to view and analyze it from a variety of perspectives. TCM removes the limitations on your spreadsheets and provides a powerful predictive analysis function that allows you to run limitless “what if” scenarios to vastly improve your corporate information, decision-making and performance management. TCM enterprise performance management solutions have been designed so that they are completely scalable and can be customized to meet your needs. No programming is required. TCM solutions are designed by business and financial experts, created with OLAP technology. TCM's solutions are genuinely flexible enabling you to respond to changes quickly and effectively, minimizing reliance on IT. -
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IDU-Concept
IDU
IDU-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries. In addition to these functions, the system also helps companies track spend, manage their assets and equipment, and more. IDU-Concept can be deployed in the cloud and paid as a monthly subscription, or purchased outright and installed on a local server, based on the preference and needs of each business. The Financial Reporting module aims to enhance visibility and provide full access to constantly updated, accurate data. The Revenue Reporting module allows users to comment on and analyze revenue data in real-time. It also helps calculate anticipated outcomes, predict risk, and report on past numbers. Alerts are automated and customizable, notifying users whenever new information is uploaded into the database, or a particular data set needs attention.Starting Price: $50.00/month/user -
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Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
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deFacto Power Planning
deFacto Global
deFacto Power Planning is the newest generation of our product that organizations around the world use in every business function to make informed decisions and drive faster more effective planning processes. deFacto Power Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis, and reporting across all financial and operational areas, including finance, tax, sales, supply chain, operations, you name it. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company. -
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SAP S/4HANA
SAP
SAP S/4HANA Intelligent ERP system for today’s business. Discover a truly modern ERP system with embedded AI and machine learning – available on premise, in a public or private cloud, or in a hybrid environment. SAP S/4HANA is a future-ready enterprise resource planning (ERP) system with built-in intelligent technologies, including AI, machine learning, and advanced analytics. It transforms business processes with intelligent automation and runs on SAP HANA – a market-leading in-memory database that offers real-time processing speeds and a dramatically simplified data model. Choose and deploy from a wide range of SAP S/4HANA ERP capabilities – all of which leverage the latest technologies and intelligent automation to transform your business processes. Capabilities span lines of business, from finance, supply chain, and manufacturing to sales, distribution, and more. -
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Forecastio
Forecastio
Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.Starting Price: $149 per month -
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MYGIDE
GIDE International
MYGIDE allows the consolidation of different business entities and segments using general ledger coding (or its modifications) or user-defined connections. Data are then instantly pulled together and displayed in report structures and statements, allowing for quick drill down. Change on any sub-level instantly recalculates into superior levels. MYGIDE calculates horizontal and vertical run rates and produces indicative short-term and long-term plans based on historic and actual performance, and business trends. Users are then allowed to override the run-rate-based trends with their own assumptions. Different versions of what-if or exclude/include analysis can be then saved as scenarios for comparison and evaluation purposes. MYGIDE supports a collaborative process for managing all your budgeting and planning needs. Operational divisions managers get data and tools to populate their plans, whilst office of finance enjoys real-time consolidation of their inputs. -
41
PivotXL
HealthPlotter
Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL. -
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Accountfy
Accountfy
Economic groups, of all sizes, innovate in their financial management with Accountfy. Have the flexibility to upload the accounting files manually or integrate with your ERP and have data always updated in real time. Have the flexibility to upload the accounting files manually or integrate with your ERP and have data always updated in real time. Consolidation resources for companies in the same economic group, or between different groups, without errors and manual work, with simple parameterization. Compare account and cost centers participation in financial statements and how they evolve over time to set goals and cost reductions. Compare account and cost centers participation in financial statements and how they evolve over time to set goals and cost reductions. You can set the number of columns and where each piece of information best fits – starting with a broad view. Consolidate different economic groups, with multi-currency resources, and have traceability. -
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CONTROL
KCI Computing
Stop collecting and consolidating financial information based on cumbersome processes that are riddled with inconsistencies in data, definitions, or methodology. CONTROL® delivers enhanced reactivity and timeliness of stakeholder information. Increasing logistical issues in collecting and consolidating financial data. Internal processes riddled with inconsistencies in data, definitions, and/or methodology. Stakeholder information taking too long to generate – and is reactive rather than proactive. Personnel are frustrated, overworked, and under-productive. Enhanced responsiveness and timeliness of information generation. Reduced maintenance and administration efforts – and costs. Integrates into existing systems – a single window into your financial world. New insights from expanding the frontiers of detail, scenario evaluation, and what were previously thought to be “impossible” applications. -
44
Prophecy
Data Perceptions
Use world-class forecasting models, via Prophecy's protected, easy to use environment. Use judgmental forecasting, via Prophecy's flexible, 'pivot-table' type interactive environment and live graphs. Save money, plan better, with a more accurate sales forecast. Forecast, analyze and report in a single system. Integrate Quantity, Revenue and Margin forecasts for a single-source view of history and the future. Plan over hierarchies of Products and Customers. Manage delivery of forecasts, budgets and plans through constantly updated comparisons with Budgets, Last Year etc.. Measure sales forecast accuracy using built-in accuracy measure tools and reports. Learn from your mistakes, earlier! Boost forecaster productivity compared to sales forecasting spreadsheet solutions. Implement faster and at lower cost. Existing Prophecy customers integrate with SAP, Microsoft Dynamics, Sage, NetSuite etc. -
45
Clausion
Clausion
With us you can trust your numbers and make better decisions for your business. Clausion business planning combines financial planning and reporting with multi-dimensional operative planning. It collects all business management data efficiently securely, reliably and in an easily interpretable format. Leverage budgeting, planning, and forecasting throughout the organization thanks to easy-to-use cloud. Financial consolidation can be easy and smooth when you are using a complete solution for it. Automate processes, use ready-made templates according to latest standards – make IFRS and FAS reporting easy. Take over the Clausion solution for corporate performance management save time and make financial consolidation easy. Thanks to Cloud – you can work anytime, anywhere as long as you have internet connection available. Do not waste your time collecting the data but focus on analyzing it and offer your business best chance to succeed. -
46
Velixo
Velixo
Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents. -
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Align
Align Technologies
Align is more than just software. The habits you develop using Align create a company culture focused on transparency, accountability, open communication, and execution. Align is built for executives and theirs to manage the chaos that comes with rapid growth. Our growth management tools help companies create and maintain daily focus throughout the organization by implementing smart business habits like Daily Huddles and KPI planning and tracking. Using software makes it easier for growing businesses to implement a system for growth so everyone is more likely to reach goals. Our strategic planning tools help executives keep the business strategy and values connected to everyone in the organization. Data from over 1,100 companies using Align proves that companies achieve 2x more goals within 12 months of using the software. -
48
Finnivo
Infinitus Reporting
We simplify and automate financial reporting by implementing enterprise wide consolidation, planning and reporting solutions for mid to large size organizations within weeks. Taking the Financial Manager’s specific reporting requirements and the organizations’ landscape into account we seamlessly deliver on a fixed-scope, fixed-time and fixed-cost basis. Infinitus Reporting's Client base is made up of top performing medium to large Organizations which span all industry segments and include private, listed and government. Infinitus Reporting is a leading niche player in the Corporate Performance Management (CPM) solutions space. Our organisation is well-known for delivering high-end services and solutions to the market. We pride ourselves on relationship, simplicity, world-class delivery and win-win outcomes. This proven philosophy underpins our first-time-on-time-every-time delivery model! -
49
Acterys
FP&A Software
Acterys is an integrated platform for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A) integrated with Microsoft Azure, Power BI and Excel. Automate the integration of all your relevant data sources with connectors to a variety of ERP/ accounting / Saas solutions and run all CPM processes on a single platform based on market leading SQL Server technologies (Azure & on-premise) Profit form ready made, fully configurable application templates for all aspects of planning, forecasting and consolidation. Business users can implement FP&A and CPM processes exactly to their needs, natively integrated with your day to day productivity solutions.Starting Price: $55.00/month/user -
50
Finmark
BILL
Save time with data automation, and analyze your business holistically. Turn insights into decisions and forecast with confidence. Hundreds of businesses rely on Finmark, from BILL to make better financial decisions, faster. Finmark saves hours on data entry and makes financial planning a breeze! Finmark can give you the strategic insights you need to make the best decisions for growth! Say goodbye to version control nightmares and chasing down data from various teams. Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information. Finmark integrates with your entire stack to magically reconcile your actuals without any manual entry. Integrations include accounting software like Quickbooks & Xero, payment processors like Stripe, and payroll like Gusto & ADP.Starting Price: $50 per month
