Alternatives to Planalyz

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Enhance your agility and insights to excel in any market environment with Oracle Fusion Cloud Enterprise Performance Management (EPM). This solution enables effective modeling and planning across various functions such as finance, HR, supply chain, and sales, while also simplifying the financial close process to facilitate improved decision-making. It thoroughly meets diverse requirements with extensive capabilities in financial and operational planning, consolidation, close processes, and master data management. By ensuring seamless integration between finance and all other business sectors, it promotes enterprise-wide agility and alignment. Leverage scenario modeling and advanced analytics to enhance decision-making. Oracle EPM is consistently recognized as a leader by analysts, with numerous clients reaping greater benefits by utilizing their EPM processes in the cloud. Focus on agile and interconnected planning across all areas—from scenario analysis and long-term planning to budgeting and departmental strategies—supported by industry best practices and cutting-edge technology. With Oracle EPM, organizations can make informed decisions that align with their strategic goals.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and other management users.

Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.

Achieve a comprehensive and immediate understanding of your business performance through Infor Dynamic Enterprise Performance Management® (Infor d/EPM®). This innovative EPM software solution merges intelligent business tools with robust financial planning functions, empowering you to confidently report, assess past and current performance, and predict future outcomes. Streamline your budgeting by utilizing a planning solution that integrates both budgets and actuals seamlessly. Crafted with financial best practices in mind, d/EPM not only enhances user experience but also integrates smoothly with ERP applications. Quickly and effortlessly consolidate various bookkeeping records from your legal entities, process elimination entries, and produce a unified set of financial statements. Leverage a cohesive sales forecasting and planning tool that aligns finance and operational teams, facilitating the creation of precise sales forecasts linked to your budgets and strategic plans. This holistic approach ensures that your organization remains agile and responsive to changing market dynamics.

Advance your organization by seamlessly managing budgeting, forecasting, planning, and performance through a single, user-friendly tool. Swiftly and accurately tackle the most pressing business inquiries with assurance. Equip your team to identify new opportunities while remaining attuned to developments. With inherent integration into your TechnologyOne global SaaS ERP, access real-time business intelligence that transforms insights into actionable strategies. Foster a culture where everyone becomes a data champion, enabling visualization, collaboration, and prompt action based on current business data. Streamline the processes of budgeting and forecasting, allowing for the creation and collaboration on budgets within an intuitive platform. Enhance both strategic and operational planning endeavors, ensuring that performance plans are clearly defined, monitored, and reported. Corporate Performance Management offers a holistic method for overseeing enterprise budgeting, performance planning, business analytics, and more, thereby maximizing efficiency. By leveraging the strengths of your global SaaS ERP solution, you can effortlessly share real-time insights with all stakeholders, ensuring that everyone is aligned and informed. Ultimately, this approach empowers your organization to thrive in a data-driven environment.

BST Global specializes in the design, development, and deployment of project-oriented ERP solutions tailored for top architects, engineers, and consultancies worldwide. Each day, over 120,000 professionals from 65 countries across six continents depend on BST Global’s tools to effectively oversee their projects, manage resources, handle finances, and nurture client relationships. With an unmatched depth of industry expertise, BST Global positions itself as a reliable ally for its dedicated clients, consistently leading the charge in innovation to enhance its offerings for the benefit of all. The company’s commitment to excellence ensures that it remains a pivotal resource in the fields it serves, continuously adapting to meet the evolving needs of its users.

Performance Canvas Financials offers a comprehensive, advanced, and user-friendly solution for financial planning and analysis (FP&A) that aims to simplify and intelligently automate the entire FP&A workflow from start to finish. This cohesive software facilitates financial reporting and analysis, consolidation, dashboarding, budgeting, and planning, seamlessly integrating as an add-on to your current ERP system to provide complete oversight of your financial planning and analysis needs. The cloud-based version of Performance Canvas Financials introduces the latest industry best practices in FP&A through pre-configured finance modules, which include components like cash flow management, capital expenditures (CAPEX), and financial consolidation. These modules leverage established best practices such as driver-based budgeting, drag-and-drop financial reporting, real-time financial forecasting, unlimited scenario analysis, assumptions testing, and allocations, all while supporting multiple entities and currencies. Additionally, organizations can benefit from activity-based costing, ensuring a thorough and precise approach to managing financial resources. With its robust features, Performance Canvas Financials not only enhances efficiency but also empowers users to make informed financial decisions with confidence.

Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.

iPlanner.NET serves as a comprehensive software solution for business planning and financial management, aiding entrepreneurs in gaining a clearer understanding of their business operations. This cloud-based platform allows small business managers to craft ongoing budgets, forecasts, and complete business plans with ease. As an online tool, iPlanner.NET equips decision-makers to anticipate and strategize for various scenarios, effectively simulating potential outcomes. The software intuitively generates insights regarding projected economic performance, business valuation, and financial results, thereby enhancing the quality of decision-making. By enabling users to visualize expected scenarios in a cloud environment, iPlanner.NET significantly improves strategic planning. It provides a glimpse into future cash flows, profitability, and the overall financial health of the business. This foresight simplifies the process of identifying additional funding requirements, timing for capital investments, and dividend distribution planning. Furthermore, entrepreneurs can gain valuable insights into the overall worth of their enterprises, empowering them to make more informed business decisions. Ultimately, iPlanner.NET is an indispensable tool for any entrepreneur seeking to navigate the complexities of financial planning and business strategy.

Talentia Corporate Performance Management (CPM) serves as a worldwide solution for instantaneous financial reporting, business analytics, budgeting, forecasting, and consolidation processes. By utilizing Talentia CPM, organizations can enhance the reliability of their information, boost team efficiency, and refine their decision-making strategies. This all-encompassing platform effectively manages corporate performance through key functions such as budgeting, forecasting, management reporting, multi-standard statutory consolidation, financial reporting, and intra-group reconciliation. Reap the benefits of a robust software solution designed for consolidation and closure, which supports multi-standard statutory consolidation, portfolio management, and intra-group reconciliation. With a unified repository, users can examine performance metrics, minimize delays, ensure dependable financial communication, and achieve compliance with regulatory standards while consolidating their data. This integrated approach ultimately drives better business outcomes and fosters a culture of informed decision-making across the organization.

Planwhiz enables finance teams to collaborate effectively with other departments by aligning on shared objectives and simplifying variance analysis to uncover growth prospects. By serving as a unified source of truth, it integrates seamlessly with accounting, HR, and spreadsheets while offering comprehensive insights into the origins of each budgeting component. This platform ensures that all stakeholders are aligned and informed. Enhance your planning procedures to achieve impactful outcomes through Planwhiz. With its user-friendly, precise, and collaborative approach, you can quickly adapt to evolving circumstances with flexible financial planning solutions. Featuring a range of pre-designed reports, including Profit & Loss statements, cash flow reports, SaaS metrics, and headcount analysis, Planwhiz delivers real-time insights and assessments for various scenarios. By automating repetitive report generation tasks, you can eliminate monotony and boost your productivity. Receive your reports promptly as needed, facilitating easy sharing of performance data both within your organization and with external parties. Ultimately, Planwhiz revolutionizes the way teams work together, fostering a more efficient and responsive planning environment.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

Synergy Indicata is a top-tier software solution for executing strategies and conducting monitoring and evaluation, offering a comprehensive array of features necessary for assessing both project-level and organization-wide performance. This platform allows organizations to consolidate all program-related data into a single repository, ensuring they have a unified reference point for their diverse programs and projects. Additionally, it aids in the standardization and optimization of project design, planning, budgeting, and implementation processes. Tailored specifically for non-technical users, Synergy Indicata is a web-based application that combines user-friendliness with powerful analytical capabilities, resulting in a highly functional user experience. It can be utilized as a software-as-a-service (SaaS) offering or installed on-premises, providing flexibility to users. Moreover, Synergy Indicata enables the creation of multiple portfolios along with their respective hierarchies, making it adaptable to various organizational needs. The software's inherent versatility allows it to accommodate any type of programmatic framework, ensuring that users can effectively manage their initiatives. In summary, Synergy Indicata stands out as an essential tool for organizations seeking to enhance their project management and evaluation efforts.

Comprehensive Strategic Planning, Performance Budgeting, and Reporting Solution Knovos Cascade provides the most comprehensive solution to implement a system of performance planning in the public sector. It includes performance reporting and analysis, outcomes monitoring and performance budgeting.

Effective financial planning is essential for maintaining a company's liquidity, as cash flow is crucial for operations regardless of the organization's size. Investing in a specialized budgeting and reporting solution is critical for all businesses, as it enables the creation of thorough financial planning and analysis. The challenge of preparing accurate consolidated financial statements across multiple companies can be significant, especially since many organizations typically conduct their financial consolidation processes annually. Each company’s financial strategy, budget, or forecast begins with a pivotal question that guides its direction. Furthermore, accurately forecasting sales pipelines is fundamental to developing comprehensive business plans and financial projections. This necessity extends even to non-profit organizations, where comprehending and managing primary revenue sources is essential for establishing a solid financial framework. Ultimately, a robust financial planning system can significantly enhance decision-making and strategic growth.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

PPM is a specialized software for program performance management that assists government agencies in creating strategic plans, allocating budgets, managing risks, and effectively showcasing program performance. The information gathered through PPM can be utilized to swiftly produce reports and conduct advanced analytics, allowing for quick insights into business inquiries. While your team may be diligent, relying on spreadsheets, email, and Word® documents can lead to inefficiencies in information collection, report generation, and performance tracking. In contrast to generic performance management solutions, PPM is tailored specifically for government programs and adheres to GPRA reporting standards. This software offers a comprehensive platform that integrates strategic planning, risk management, budget oversight, performance evaluation, and data analytics, thereby streamlining processes and enhancing overall efficiency. By embracing PPM, government agencies can improve their operational effectiveness and provide clearer insights into their program outcomes.

Axiom Software, previously known as Axiom EPM, serves as a comprehensive enterprise performance management platform designed to equip finance teams and executives with optimal tools for budgeting, forecasting, planning, reporting, scenario modeling, and more. By utilizing Axiom Software, finance teams enhance their agility and dedicate more time to analyzing data, which leads to a deeper understanding of the factors influencing their organizations. This performance management software is specifically designed to meet the unique challenges faced by hospitals and health systems, drawing on three decades of industry expertise. Additionally, it offers strategic performance solutions tailored for banks, credit unions, and other non-depository institutions, enabling them to project future outcomes and make informed decisions based on data. Furthermore, Axiom provides sophisticated financial performance tools for universities and colleges, grounded in established principles and enhanced by advanced, data-centric modeling techniques. Our goal is to eliminate the frustrations associated with cumbersome, inefficient software, allowing finance professionals to thrive with user-friendly and intuitive solutions that empower their decision-making. Ultimately, Axiom Software strives to transform how finance teams operate, ensuring they are equipped with the best resources to excel in their roles.

The burn down chart is accessible for all projects and portfolios, regardless of whether a Scrum Sprint is in progress. This chart is created using a generator dialog that gathers numerical data from the initial baseline plan, the present forecast, and actual figures, producing the chart automatically. You have the option to format the chart in either hours or monetary values. Similarly, the earned value chart is also available for every project and portfolio, with its generator dialog functioning in the same way, pulling data from the baseline plan, current forecast, and actuals to create the chart. The choice between hours or dollars for this chart is also available. Additionally, labor variances are computed for your convenience. These calculations include the hourly unit cost variance, the total unit cost variance, the hour variance, the total hours cost variance, and the overall labor variances, which are determined by comparing actuals with both the original plan and the baseline budget, ensuring you have a comprehensive understanding of your project's financial health. This data-driven approach enables project managers to make informed decisions and adjustments as needed.

Collaborative budgeting software that engages and aligns your entire organization is essential for effective financial planning. Centage empowers you to foster a collaborative budgeting atmosphere that incorporates both top-down and bottom-up approaches, ensuring that teams actively participate in owning the financial plan. Instead of creating a budget solely for your team, work alongside them to build it together. The platform facilitates secure collaboration across departments, turning budgeting and forecasting into a transparent and unified process. By involving critical stakeholders, every plan reflects the insights and requirements of the whole organization, thereby enhancing alignment and accountability right from the outset. Develop budgets that resonate with your entire team, as our software supports smooth collaboration with departmental leaders to ensure that every figure represents the expertise of those closest to the business. Together, you can create multidimensional budgets that transform what is often seen as a cumbersome task into a collective endeavor, uniting your company around a financial strategy that everyone can endorse. Ultimately, this collaborative approach not only strengthens the budgeting process but also fosters a sense of shared responsibility throughout the organization.

Leverage our advanced AI-driven Corporate Performance Management (CPM) and Sales Performance Management (SPM) solutions to enhance your planning, analysis, and reporting capabilities. Our applications cater specifically to sales-oriented enterprises, offering a comprehensive approach that streamlines decision-making. With a track record of successfully executed projects, we provide smart pre-built solutions that minimize both implementation time and costs. Elevate your forecasting capabilities by combining artificial intelligence with human insight. We facilitate the entire management control cycle across strategic, tactical, and operational levels for critical business processes, typically achieving project delivery in just three months. Choose smartPM.solutions for a dedicated consulting team that prioritizes your needs and boasts a wealth of experience, having completed over 400 projects with exceptionally satisfied clients. Our commitment to attentive listening and thorough follow-through sets us apart in the industry.

Boost your enterprise performance management through fast integration, real time reporting, and sophisticated planning tools. Organizations are becoming more complex. They require management of changing corporate structures, large amounts of data, and changing market conditions. Calumo, which provides automated reporting, planning and budgeting solutions, is now part of the insightsoftware family. It supports extended planning and analysis to improve corporate performance management. insightsoftware's strategy is a way to provide the best financial and operational reporting and planning solutions for all companies, regardless of size, ERP, EPM or reporting environment preferences.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

Enhance your business growth through a unified approach to planning, reporting, and analytics that fosters collaboration. Bizview, now part of insightsoftware, a premier provider in financial reporting and enterprise performance management (EPM), underscores the importance of adaptability in budgeting and reporting. Consider how well your current tools can cater to your specific business requirements. While many budgeting and planning solutions tout their flexibility, they often confine you to rigid structures that do not align with your operational needs. This limitation hinders your ability to optimize performance since the planning frameworks fail to accurately mirror your organization's key drivers. The ideal scenario is one where your processes seamlessly integrate with the tools at your disposal, rather than forcing you to conform to the capabilities of the software. Relying on manual budgeting and forecasting methods can lead to cumbersome data transfers across numerous Excel spreadsheets, complicating collaboration among team members and decision-makers. Such practices can easily result in a loss of control, creating a cycle of inefficiency that is both time-consuming and prone to errors. Furthermore, traditional planning and reporting often place a heavy burden on IT departments to supply the required data, which can slow down the overall process. Hence, a more streamlined and adaptable approach to financial management is essential for fostering effective decision-making and driving business success.

IBM Apptio integrates financial and operational information into a cohesive model based on a widely accepted categorization of costs. By employing advanced allocation rules in conjunction with targeted metrics and key performance indicators (KPIs), we empower businesses to address critical inquiries concerning their investments and streamline their budgeting and forecasting procedures. This capability allows organizations to communicate investment rationales and deviations from plans more efficiently to stakeholders and executive leadership, ultimately leading to the identification of opportunities for optimizing cost structures, mitigating risks, and fostering growth. Furthermore, adopting a structured perspective on IT expenditures, both actual and projected, grounded in an established framework facilitates swifter ad hoc analyses and enhances budgeting cycles. By minimizing overall IT spending through the reduction of waste, elimination of redundancies, and alignment of investments with strategic goals, businesses can significantly cut down on the time allocated to forecasting. This approach not only increases the frequency of updates but also frees up resources, enabling a focus on higher-value initiatives that drive long-term success.

i-nexus can help your organization manage operational performance, drive sustainable continuous improvement, deliver business transformation, and execute breakthrough strategic plans. Establish a culture of countermeasure to manage daily lead times, their impact on revenue, commercial performance, and other KPIs. Standardize your continuous improvement process to drive greater project success, reduce waste and align improvement with strategic goals to truly understand the ROI. Establish a shared belief in and responsibility for achieving strategic goals within your organization. This will ensure that your long-term, breakthrough goals can be achieved alongside your short-term efforts. i-nexus is a collaborative strategy software solution that helps you plan, execute, and track your strategies, portfolios and programs. Are you interested in achieving your goals faster and with less investment?

Prophix is a comprehensive software solution for corporate performance management (CPM) designed to meet the needs of businesses across various sizes and sectors. By integrating budgeting, planning, forecasting, financial consolidation, and reporting functionalities into a single platform, Prophix enables organizations to transition from traditional Excel methods and enhance their overall performance. Offered both on-premises and in the cloud, it has gained the trust of thousands of businesses globally, allowing them to streamline and automate essential financial operations effectively. This robust software empowers companies to make informed decisions and drive strategic growth.

Planful, which was previously known as Host Analytics, stands out as a leading provider of adaptable, cloud-driven enterprise performance management (EPM) software solutions. Designed specifically for large organizations, Planful allows users to seamlessly incorporate realistic modeling data into both operational and financial business strategies, assess forecasts against actual results, and engage with essential stakeholders through a unified, user-friendly platform. Utilizing Planful enables finance teams to enhance their organizational performance by streamlining, speeding up, and synchronizing all financial operations. This comprehensive approach not only boosts efficiency but also fosters stronger collaboration among team members, ultimately driving better decision-making processes.

Experience the premier solution for Performance Management and Business Intelligence. Effective planning and in-depth business analysis lay the foundation for enhanced performance and sustainable growth. With Mercur Business Control, you gain access to a quick, straightforward, adaptable, and economical solution for budgeting, forecasting, reporting, analysis, and strategic goal management. Successful businesses thrive on making timely decisions that are supported by reliable data. Mercur Business Control addresses the performance management challenges your organization faces, enabling you to concentrate on what truly matters. This platform simplifies the handling of extensive data sets, converting them into actionable insights with ease. Our user-friendly business intelligence dashboards empower you to track your business performance, discern patterns, and make well-informed decisions based on comprehensive insights into both financial and operational metrics. Ultimately, Mercur Business Control not only streamlines your processes but also positions you to seize new opportunities for growth.

Newton software stands out as a leading provider of real estate ERP solutions in India, facilitating comprehensive management of various elements such as items, materials, overheads, and material wastage. It allows users to conduct rate analysis, project budgeting, and revisions of estimates while providing features for importing Bill of Quantities (BOQ) either through manual data entry or importing for streamlined estimating processes. Additionally, it supports activity-wise planning and enables the definition of work breakdown structures (WBS), with optional connectivity to Microsoft Projects for enhanced planning capabilities. Users can visualize material requirements over specified periods through bar charts and assess activities alongside material-wise quantity and cost variances. The software also offers Management Information Systems (MIS) support for comparing budgeted versus revised estimates, alongside functionalities for documentation and tenant allotment. Estimation and valuation can be calculated based on the number of occupants, while it manages aspects like funds, rental agreements, allotments, and reallocations. Furthermore, it features a cash payback system for tenant marking and occupancy-based valuation, alongside calculations for tenant resale and terminations, ensuring consistent investment and expense analysis over time. With its comprehensive suite of tools, Newton software significantly enhances the efficiency and accuracy of real estate management processes.

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

Engenion is the Intelligent Solution for Project Portfolio Management Engenion, a PPM software powered by AI, is designed to help businesses manage and optimize complex development project with ease. Engenion uses advanced technology to ensure maximum transparency, efficiency and data-driven decisions throughout each project phase. Key Features & Benefits: Transparency in Real-Time: Track project progress, budgets, and resources at all times. AI-Driven Analyses: Gain precise forecasts, actionable insights and smarter decisions. Automated Risk management: Identify bottlenecks and receive proactive recommendations. Optimized Resource Allocation: Ensure efficient allocations of personnel and budgets. Flexible and scalable: Modular, and adaptable to different industries and business sizes. Seamless integration: Connects easily with existing IT systems and Project Management tools. Engenion - Plan Smarter. Not harder.

MYGIDE facilitates the integration of various business entities and segments through general ledger coding or customized user connections, enabling the seamless aggregation of data that is presented in structured reports and statements for efficient analysis. This system allows for immediate recalibration of changes made at any sub-level, reflecting those adjustments in higher-level summaries. Furthermore, MYGIDE computes both horizontal and vertical run rates, offering projections for short-term and long-term plans that are based on historical data, actual performance, and prevailing business trends. Users also have the flexibility to modify these trend-based run rates with their own assumptions, allowing for a more tailored approach. Additionally, different scenarios for what-if analyses or inclusion/exclusion evaluations can be created, saved, and compared for thorough assessment. MYGIDE promotes a collaborative budgeting and planning process, equipping operational division managers with the necessary data and tools to enhance their planning efforts, while the finance office benefits from real-time consolidation of all contributions. Ultimately, this integrated approach fosters improved decision-making across the organization.

Unify your planning and consolidation data on a single platform to speed up planning cycles and enhance the accuracy of your budgets and forecasts. By involving all levels of the organization in the planning processes, you can boost visibility and accountability across the enterprise. With in-context and sophisticated analytics, you can examine data seamlessly within the application, allowing for immediate insights without relying on external business intelligence tools. Your business operations can be planned in detail across various domains such as revenue, expenses, operations, and workforce, all within the same platform that supports Longview Close, Longview Tax, and Longview Transfer Pricing. The modeling capabilities are both flexible and dynamic, designed to adapt to current and future needs, ensuring a future-proof approach. Ditch outdated planning applications that rely on error-ridden spreadsheets and cumbersome calculation scripts, along with their obsolete user interfaces. Manage extensive data collection with real-time processing capabilities through a scalable, cloud-native architecture that grows with your business. Ultimately, this comprehensive solution empowers organizations to make informed decisions faster and more effectively.

Align and clearly communicate your organizational strategy to foster enduring, positive transformation. Transition from a rigid approach to strategic planning to a more adaptive method of strategic execution. MPOWR Envision® offers a distinctive software solution that empowers you to harness the potential of achieving your goals by promoting open dialogue and ensuring alignment among team members. This cloud-based platform serves as a transparent execution tool, breaking down barriers and enabling all team members to witness real-time progress in execution. Cultivating a Culture of Execution fosters accountability, ownership, and informed decision-making. MPOWR Envision®’s Strategy Execution Software not only facilitates rapid adoption and consistent usage of the platform but also provides an intuitive user experience and straightforward navigation to instill confidence in your team. Additionally, it offers valuable insights into the advancement and overall health of your strategic objectives. With robust visualization features such as executive dashboards, key performance indicators, and critical success factors, teams are equipped with the essential data they require to drive success and adapt their strategies effectively. By implementing this software, organizations can enhance collaboration and ensure that every member is aligned with the common goals.

Q:chi ) Harmoni is a comprehensive marketing operations platform that integrates campaign planning, financial oversight, and task execution into a cohesive system. By breaking down barriers between planning, expenditure, and performance, it provides organizations with immediate insights and authority. This integration allows marketing and finance departments to synchronize their strategies with their actions, respond swiftly to changes, and enhance overall business performance. Moreover, Q:chi ) Harmoni addresses the gap that often exists between marketing strategies and financial governance. It transitions away from outdated, manual spreadsheet methods to a unified, real-time platform. This shift enables finance executives to track expenditures more effectively, while marketing professionals enjoy the agility to modify their strategies as necessary. Ultimately, this leads to better budget management, enhances forecasting precision, and guarantees that every financial investment aligns with broader strategic objectives. Additionally, the streamlined communication between teams fosters a collaborative environment that drives innovation and efficiency.

Resolvr automates manual tasks and manages spend. Resolvr can replace paper, spreadsheets, and PDF processes. Our clients profit margins will be increased by digital data streams and artificial Intelligence. On-platform communication tools for vendors and team members ensures efficient workflows. The manual, slow, labor-intensive and error-prone processes of the past are gone. Resolvr ensures client funds' expense allocations and apportionment are fully compliant with The Dodd-Frank Act. Resolvr can seamlessly integrate with any platform, software or software that client funds use via APIs. Resolvr makes it possible to reduce the amount of manual tasks required by banks, which could result in millions of dollars in savings every year.

The software designed for strategic planning streamlines the creation of strategy maps and key performance indicators (KPIs). A complimentary plan is offered for smaller-scale projects. With over 30 templates tailored to various industries featuring KPIs and strategy maps, users can effectively audit their strategy scorecard to identify potential issues and address them early on, preventing larger complications down the line. Our articles section provides valuable insights on strategy execution and the challenges associated with KPIs. For those seeking concrete examples, the “Examples” section offers a wealth of information. Users can identify KPIs with the most significant gains or losses, discover critical indicators, and analyze forecast metrics based on historical data. The software’s customizable business intelligence dashboards facilitate the monitoring of essential metrics. Users can also leverage built-in templates designed for specific business challenges, ensuring robust corporate governance, risk management, and compliance by starting with the GRC template. Additionally, this tool allows users to transition their strategy scorecard from a basic spreadsheet format to a comprehensive professional software solution, enhancing overall strategic effectiveness. Whether you are a small business or a large enterprise, this software is equipped to meet your strategic planning needs.

Our advanced financial platform empowers users to move beyond the constraints of traditional spreadsheets and outdated software. It integrates financial consolidation, planning, reporting, and analysis within a cohesive and adaptable system. Tackle the intricacies of financial closure, consolidation, planning, reporting, and analysis with ease. OneStream adheres to corporate standards while also addressing the specific planning and reporting needs of various business sectors, all within a single, comprehensive application. It allows teams to leverage reliable financial insights from extensive operational data, enabling them to identify patterns and financial indicators that facilitate swift, informed decision-making. Additionally, OneStream accelerates your path to realizing value by incorporating a deep understanding of accounts, currencies, ownership, and intercompany transactions. Transition from numerous outdated systems or cloud-based point solutions to a singular, streamlined application that enhances efficiency. By doing so, organizations can significantly improve their financial operations and strategic initiatives.

Project Monitor is an all-encompassing software solution for Project Portfolio Management (PPM) that delivers a holistic view of your projects, encompassing aspects such as scheduling, budgeting, resource allocation, risk assessment, and time management. It features tools like resource planning, Gantt chart schedule management, time tracking, customizable project portfolio dashboards, and budget monitoring. The platform facilitates the centralization and evaluation of project requests, which aids in the efficient selection and prioritization of projects. Users benefit from adaptable dashboards that allow them to track project progress, pinpoint potential risks and alerts, and enhance strategic decision-making processes. Additionally, Project Monitor provides seamless integration with existing information systems through its native, standardized interfaces, ensuring smooth connectivity with other tools. Its intuitive design and scalable features make it suitable for diverse organizational requirements, fostering effective communication and collaboration among project teams. Ultimately, Project Monitor empowers organizations to achieve their project goals with greater efficiency and insight.

The PlanBase Scorecard offers a robust system for managing metrics that not only tracks operational performance and key indicators but also aligns these metrics with the objectives of the strategic plan outlined in PlanBase Hoshin. This seamless integration, which is fully automated within PlanBase's cohesive platform, enhances efforts for continuous improvement, ensuring that processes can be advanced whenever necessary. With its user-friendly click-and-go interface, the PlanBase Scorecard encourages team engagement by providing clear visibility and accountability. Each scorecard, often referred to as a bowler chart, is assigned a specific owner, fostering a sense of responsibility throughout the organization. Team members, including managers and their direct reports, can access customized real-time dashboards that display performance metrics. This suite of visual management tools allows for meaningful comparisons to historical data and future goals, empowering informed decision-making and driving organizational success. Ultimately, the PlanBase Scorecard not only supports performance tracking but also cultivates a culture of accountability and proactive management.

proMX 365 Project Portfolio Management is designed to help organizations efficiently manage their project portfolios, make strategic decisions, optimize resource allocation, and ensure alignment with business objectives. Portfolio​ Management: - Custom portfolio plans​ - Baseline creation & tracking​ - Advanced version control & comparison​ - Portfolio budget planning​ - Funding management​ - Relationship & dependency management​ - Interactive editing & real-time updates​ - Scalability & detailed filtering​ - Custom tables​ - Portfolio optimization & scalability Scenario & Risk Planning: - Comprehensive scenario planning​ - Comparative analyses tools​ - Proactive risk & issue identification & mitigation Analytics & Reporting: - Advanced analytics & insights for monitoring & analyzing performance​ - Advanced AI features for future trends and data-driven decisions Project & Budget Management: - Detailed project editing & dependency updates​ - Dynamics scaling & filtering​ - Flexible budget creation & management​ - Forecasting & actuals tracking proMX 365 Project Portfolio Management provides organizations with a comprehensive framework to enhance decision-making, improve project efficiency.

TCM offers a robust suite of tools and a comprehensive database tailored for intricate budgeting, forecasting, financial consolidation, as well as management reporting and analysis. With its cohesive functionality, TCM delivers a user-friendly solution that provides a holistic view of the organization, enabling diverse perspectives for better analysis. The platform eradicates the constraints often found in traditional spreadsheets and includes an advanced predictive analysis feature that empowers users to explore endless “what if” scenarios, significantly enhancing corporate information, decision-making, and performance management. Furthermore, TCM’s enterprise performance management solutions are designed for complete scalability and can be tailored to specific user requirements without the need for programming. Crafted by professionals in business and finance utilizing OLAP technology, TCM's offerings are genuinely adaptable, allowing for swift and effective responses to changes while minimizing dependence on IT resources. This level of flexibility ensures that organizations can remain agile in an ever-evolving business landscape.