---
description: Compare the best EPM software of 2026. Read expert reviews and analyst ratings for 25 systems to find the perfect fit for your specific needs today!
---

##  What is EPM Software?

 Enterprise Performance Management (EPM) software acts as a business's central command center for all things financial, solving the chaotic problem of siloed data and disconnected planning. Key functionalities include budgeting, forecasting, and profitability modeling. Emerging features like AI-driven insights and predictive analytics are transforming decision-making. Chief financial officers, finance teams, and business leaders in any industry benefit most from this. A notable limitation is the complex data integration required during implementation, but the software's ability to unify financial processes and provide a single source of truth is an indispensable value proposition. 

### What Are The Key Benefits of EPM Software?

* Improved visibility
* Enhanced decision-making
* Streamlined reporting
* Resource optimization
* Boosted transparency
* Accurate forecasting
* Reduced costs
* Increased agility
* Data-driven strategy

Read More 

[Explore our top picks for EPM software below.](#leaderboard-products-section) 

#### How We Rate and Review Products

 Our EPM software analysts evaluate solutions using a comprehensive, multi-source approach designed to give you an objective view of what's available in the market. Here’s how it works:

* **Our Research Process:**  Our analyst team gathers data from multiple angles to ensure complete coverage, including SelectHub Analyst Briefings, direct vendor interviews, user reviews, product documentation, case studies, and technical specifications. This multi-source approach helps eliminate bias and gives you the full picture.
* **Our Scoring Methodology:**  The proprietary scoring engine in our selection platform analyzes the data to compute the Analyst Score. We evaluate how much functionality you get out of the box vs. what requires additional modules or third-party integrations — because we know implementation complexity and hidden costs matter to your decision.

 The result: Data-driven scores for the best products in EPM software that reflects real-world usability and comprehensive feature coverage, helping you make confident software decisions faster.

[Learn More](#)

For our analysis of EPM software, we scored 91 features across these groups:

* Capital Expenditure Planning
* Cash Management
* Financial Consolidation and Reconciliation
* Planning, Budgeting,and Forecasting
* Platform Capabilities
* Profitability Modelling and Analysis
* Project Planning
* Reports and Dashboards
* Revenue Planning
* Sales Planning
* Workforce Planning

We also scored 8 technical capabilities in these groups:

* Integration and Extensibility

We use the scale below to rate each feature and integration capability in our platform:

| Level of Support                    | Score | Description                                                                                                                                                                  |
| ----------------------------------- | ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Fully Supported Out of the Box      | 100   | This feature comes built-in with industry-leading capabilities and works right after installation. No extra modules, integrations, or custom development needed.             |
| Moderately Supported Out of the Box | 85    | This feature is included out of the box and ready to use, though with more limited capabilities. No extra modules, integrations, or custom development needed.               |
| Supported with Workarounds          | 70    | This feature isn’t offered directly, but you can achieve similar results using other built-in features or workarounds at no extra cost.                                      |
| Supported with Additional Modules   | 60    | This feature is only available through additional vendor modules or products,which come at an extra cost.                                                                    |
| Supported with Partner Integrations | 50    | You’ll need to use a third-party integration, plugin, or app from the vendor’s marketplace at an extra cost.                                                                 |
| Supported with Custom Development   | 25    | This feature isn’t built in or available through add-ons or integrations, but it can be custom-developed using the software’s supported APIs and frameworks. Costs may vary. |
| Not Supported                       | 0     | This feature isn’t supported.                                                                                                                                                |

 Best EPM Software Overall 

 Our Research Analysts evaluated 25 solutions and determined the following solutions are the best EPM software overall:

Sort by

Best Overall SelectHub Award Winners Capital Expenditure Planning Cash Management Financial Consolidation and Reconciliation Planning, Budgeting,and Forecasting Platform Capabilities Profitability Modelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning Integration and Extensibility 

* Overall Score  
i  
 Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).  
Best for [Quick Comparison](#leaderboard-compare-section)
* [  Oracle EPM](https://www.selecthub.com/p/epm-software/oracle-epm/)  100  
Overall, Capital Expenditure Planning, Cash Management, Financial Consolidation and Reconciliation, Integration and Extensibility, Planning, Budgeting,and Forecasting, Platform Capabilities, Project Planning, Sales Planning, Workforce Planning
* [ Adaptive Planning](https://www.selecthub.com/p/epm-software/adaptive-planning/)  94  
Integration and Extensibility
* [ Anaplan](https://www.selecthub.com/p/epm-software/anaplan/)  94  
Financial Consolidation and Reconciliation, Platform Capabilities, Project Planning, Sales Planning
* [ OneStream](https://www.selecthub.com/p/epm-software/onestream/)  91
* [ Prophix](https://www.selecthub.com/p/epm-software/prophix/)  91  
Capital Expenditure Planning, Integration and Extensibility
* [ Tagetik](https://www.selecthub.com/p/epm-software/tagetik/)  91  
Capital Expenditure Planning, Cash Management
* [ Jedox](https://www.selecthub.com/p/epm-software/jedox/)  90  
Sales Planning
* [ Planful](https://www.selecthub.com/p/fp-and-a-software/planful/)  88  
Sales Planning
* [ SAP Analytics Cloud](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/)  88  
Sales Planning
* [ Kepion](https://www.selecthub.com/p/epm-software/kepion/)  87  
Integration and Extensibility, Project Planning
Compare Products 

![Best overall award](https://www.selecthub.com/display/images/best%20overall.svg) 

[ ](https://www.selecthub.com/p/epm-software/oracle-epm/) 

[Oracle EPM](https://www.selecthub.com/p/epm-software/oracle-epm/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) 

Best For: 

Capital Expenditure Planning Cash Management Financial Consolidation and Reconciliation Integration and Extensibility Planning, Budgeting,and Forecasting Platform Capabilities Project Planning Sales Planning Workforce Planning 

Start Price: [ $250Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Oracle+EPM&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/c3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c/resources/normal/logo.png?1693316843)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

87% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 100 

* Our Review
* Pros & Cons
* Pricing
* Benefits
* Key Features
* Media

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

User reviews for Oracle EPM paint a mixed picture, highlighting both its strengths and weaknesses. Many users praise its ability to automate tasks, streamline processes, and provide real-time insights, leading to improved efficiency and accuracy. They also value its ability to facilitate collaboration across departments and its centralized view of financial data, which fosters better decision-making. One user commented, "EPM has completely transformed our financial close process, reducing our closing time by 50%." Others appreciate how EPM helps them comply with complex regulations, with one user stating, "EPM has saved us countless hours and resources by automating our compliance reporting." 

However, some users find EPM's initial setup and configuration to be challenging and time-consuming. The cost can also be a barrier for smaller businesses. Additionally, the steep learning curve requires users to invest significant time and resources in training. Some users also expressed frustration with EPM's limited customization options and the challenges they faced integrating it with other systems. One user noted, "While EPM offers a lot of features, it can be inflexible at times and doesn't always meet our specific needs." Another user commented, "Integrating EPM with our existing ERP system was a major headache." 

When comparing EPM to similar products like SAP BPC and Anaplan, users often highlight EPM's comprehensive feature set, robust security measures, and seamless integration with other Oracle applications as its main differentiating factors. However, some users find SAP BPC to be more user-friendly and Anaplan to be more agile and adaptable. Ultimately, the best choice for individual users and businesses depends on their specific needs and priorities. 

[ Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) 

* **Streamlined processes:** Users appreciate how EPM automates manual tasks and provides real-time insights, improving efficiency and accuracy.
* **Enhanced collaboration:** Users value EPM's ability to facilitate seamless collaboration across departments, leading to better decision-making.
* **Increased visibility:** Users find EPM's consolidated view of financial data across the organization invaluable for better planning and forecasting.
* **Improved compliance:** Users appreciate how EPM helps them comply with complex financial regulations and standards.
* **Scalability and flexibility:** Users are satisfied with EPM's ability to adapt to their changing needs and grow with their business.

* **Complexity:** Users find the initial setup and configuration of EPM to be complex and time-consuming.
* **Cost:** EPM can be expensive, especially for smaller businesses, due to licensing fees and implementation costs.
* **Learning curve:** EPM has a steep learning curve, requiring users to invest time and resources in training.
* **Limited customization:** While EPM offers some customization options, it may not be flexible enough for all businesses.
* **Integration challenges:** Integrating EPM with other systems can be complex and require additional resources.

[ Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) 

* **Q: What is the typical price range for Oracle EPM?**  
 A: The price for Oracle EPM varies significantly depending on several factors, including the specific modules chosen, deployment options (cloud vs. on-premise), licensing fees, and user subscriptions. A basic configuration for a small business might start around $10,000 per year, while large enterprises with complex needs could pay upwards of $1 million annually.
* **Q: What are the additional costs associated with Oracle EPM implementation and maintenance?**  
 A: Beyond the initial licensing or subscription fees, consider implementation costs like consulting services, data migration, and customization. Ongoing costs include training, technical support, and potential hardware upgrades for on-premise deployments. Budgeting for these additional expenses is crucial for accurately assessing the total cost of ownership.
* **Q: How does the cost of Oracle EPM compare to other EPM solutions?**  
 A: While Oracle EPM offers a comprehensive suite of features, it is generally considered a higher-priced solution compared to some competitors. However, it's important to consider the total value proposition, including scalability, functionality, customer support, and potential cost savings through automation and improved efficiency. Comparing features and pricing across different solutions is essential to determine the best value for your specific needs.

[ Request Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) [Visit Site](https://www.oracle.com/performance-management/) 

* **Enhanced financial reporting accuracy and transparency:** Get a clear, accurate picture of your financial health with automated reporting tools and real-time data insights.
* **Improved budgeting and forecasting capabilities:** Make better-informed decisions by leveraging data-driven forecasts, scenario planning, and collaborative budgeting tools.
* **Streamlined financial consolidation processes:** Simplify and accelerate your financial close with automated consolidation workflows, centralized data management, and real-time reporting.
* **Increased operational efficiency and cost savings:** Optimize resource allocation, identify cost reduction opportunities, and improve overall operational efficiency.
* **Enhanced collaboration and communication across departments:** Break down silos and foster collaboration with a unified platform for sharing financial data, insights, and goals.

[ Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) 

* **Planning:** Use dashboards to get insights into performance and predictive strategizing to understand how to drive the business ahead. Connect various aspects of the organization and understand how every decision impacts profitability. Verify assumptions and minimize risks with free-form modeling at scale. Structure multiple scenarios and implement accounting intelligence.  
   * **Monte Carlo Simulations:** Check the possibility of plots and make well-informed decisions. Automate asset-related expenses and plan efficiently for intangible assets. Review capital expenses and check impacts on cash flow, balance sheets, income statements and more. Track project performance with detailed metrics and minimize decision latency with real-time strategy and execution details.  
   * **Integrated Business Planning And Execution:** Establish a connection between finance, planning, execution and operation. Apply data science and machine learning to improve decision-making and speed up data analysis.
* **Monte Carlo Simulations:** Check the possibility of plots and make well-informed decisions. Automate asset-related expenses and plan efficiently for intangible assets. Review capital expenses and check impacts on cash flow, balance sheets, income statements and more. Track project performance with detailed metrics and minimize decision latency with real-time strategy and execution details.
* **Integrated Business Planning And Execution:** Establish a connection between finance, planning, execution and operation. Apply data science and machine learning to improve decision-making and speed up data analysis.
* **Profitability and Cost Management:** Invest in the right resources by analyzing which customers, products and other factors are boosting profit. Make better IT decisions by gaining insights into IT expenditure and shared services. See where money is allocated by providing shared-services prices to different departments.  
   * **Automatic Price Recording:** Model regulatory value by calculating and automatically recording price for overhead rate justification, jurisdiction profitability, negotiations and more. Create and maintain profitability and price structure without scripts or coding, but with point and click actions. Quickly transform assumptions and allocation methods without re-building layouts or relying on IT services.  
   * **Optimization:** Optimize profitability by modeling changes like adding new customers and products, changing delivery positions and more. Analyze and understand which drivers and methods affect the bottom line. Keep an eye on allocation details with money and profitability maps.  
   * **Security:** Make sure that only authorized people have access to data with cloud-based applications. Add new dimensions and segments as the company grows. Merge monetary data with metrics and business drivers while running step-by-step validation reports.  
   * **Accessibility:** Ensure accessibility with a mobile workforce and configure dashboards to analyze the most current data. Identify gaps and what is helping the bottom line with pre-built graphs and KPIs. Perform variance analysis and optimize profitability.
* **Automatic Price Recording:** Model regulatory value by calculating and automatically recording price for overhead rate justification, jurisdiction profitability, negotiations and more. Create and maintain profitability and price structure without scripts or coding, but with point and click actions. Quickly transform assumptions and allocation methods without re-building layouts or relying on IT services.

[ Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) 

![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) 

[ ](https://www.selecthub.com/p/epm-software/adaptive-planning/) 

[Adaptive Planning](https://www.selecthub.com/p/epm-software/adaptive-planning/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678&price=5) 

Best For: 

Integration and Extensibility 

Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Adaptive+Planning&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9/resources/normal/logo.png?1693316678)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

85% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 94 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

[ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Written By Khaleel Hayes, Technical Content Writer ](https://www.selecthub.com/author/khaleel-hayes/) 

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

Adaptive Planning has garnered a reputation for its user-friendly interface and robust reporting capabilities. Users frequently praise its intuitive design, making it easy for finance teams to navigate and generate reports without extensive training. The drag-and-drop functionality and customizable dashboards are particularly popular, allowing users to tailor the system to their specific needs. Compared to other ERP software options, Adaptive Planning excels in its ability to handle complex financial modeling and forecasting. Its scenario planning tools enable users to create multiple "what-if" scenarios and analyze the potential impact of different business decisions. This feature is especially valuable for organizations operating in dynamic markets or facing uncertain economic conditions.

However, some users have noted that Adaptive Planning's implementation process can be time-consuming and require significant IT resources. Additionally, while the software offers a wide range of features, some users find that certain functionalities, such as expense management, are not as comprehensive as those offered by competing products like Oracle NetSuite or SAP. These limitations may necessitate the use of additional software solutions, potentially increasing overall costs and complexity. Despite these drawbacks, Adaptive Planning's strengths in financial planning and analysis make it a compelling choice for mid-sized to large businesses with complex financial needs. Its ease of use and powerful reporting capabilities empower finance teams to gain deeper insights into their data and make more informed decisions, ultimately driving business growth and profitability.

[ Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) 

* **Ease of Use:** Adaptive Planning receives consistent praise for its user-friendly interface and intuitive design. Users with varying levels of technical expertise find it easy to navigate and operate, reducing the learning curve typically associated with complex ERP software. The drag-and-drop functionality and clear data visualizations contribute to a smooth and efficient user experience.
* **Cloud-Based Flexibility:** As a cloud-based solution, Adaptive Planning offers the advantage of accessibility from anywhere with an internet connection. This eliminates the need for on-premises hardware and software installations, providing businesses with greater flexibility and scalability. Users appreciate the ability to access critical financial data and collaborate with team members remotely, enhancing productivity and responsiveness.
* **Robust Reporting and Analytics:** Adaptive Planning's reporting and analytics capabilities empower users to gain valuable insights from their financial data. The software offers a wide range of pre-built reports and dashboards, along with the ability to create custom reports tailored to specific business needs. Users can easily analyze trends, identify patterns, and make data-driven decisions to optimize financial performance.
* **Integration Capabilities:** Adaptive Planning integrates seamlessly with various other business systems, such as CRM, HR, and payroll applications. This integration eliminates data silos and ensures data consistency across different departments. Users value the ability to connect their financial data with other operational data, providing a holistic view of the business and facilitating more informed decision-making.

* **Limited Functionality:** Adaptive Insights, while proficient in financial planning, may lack the comprehensive features required for all-encompassing enterprise resource planning (ERP) needs. For instance, it may not offer robust functionalities for managing human resources, supply chains, or customer relationships, potentially necessitating additional software solutions.
* **Customization Challenges:** Adaptive Insights' customization options can be somewhat rigid, making it difficult for users to tailor the software to their specific workflows and unique business requirements. This inflexibility can lead to inefficiencies and frustration for users accustomed to more adaptable ERP systems.
* **Integration Complexities:** Integrating Adaptive Insights with existing software infrastructure can pose challenges due to compatibility issues or intricate data mapping processes. These integration hurdles can impede seamless data flow and hinder the efficiency of business operations.
* **Cost Considerations:** The subscription-based pricing model of Adaptive Insights can be a significant financial commitment for some organizations, particularly smaller businesses with limited budgets. The cost factor, coupled with potential additional expenses for implementation and support, may deter cost-conscious users.

[ Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) 

* **Implement In-Depth Analyses:** Grab real-time, detailed information for better adaptation and push solid strategies instead of numbers.
* **Expand Model Testing:** Draft and evaluate models with complete analytical tools to pinpoint ideal growth trends and shift priorities when plans deviate.
* **Execute Numerous Plan Types:** Construct daily, monthly, quarterly or long-term budgets and predictions to better align with lengthy fiscal goals in one place.
* **Conduct Effective Collaboration Methods:** Initiate one centralized area to access and share information, workflows, security and more for better collaboration and keep everyone on the same page for estimates and budgets.
* **Leverage High-Powered Adaptability:** Leverage the machine learning in-memory engine to monitor and conform to plan adjustments.

[ Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) 

* **Balance Sheet Cash Flow:** Use flexible and straightforward self-service variance reports for business-wide utilization. Automate and streamline financial protocols to keep an eye on strategies and expansions.
* **Expense Management:** Remove information silos with driver-based expense forecasting and in-depth, incremental budgeting. Integrate this module with other back-end platforms to create a single information hub.
* **Revenue Management:** Perform drilled-down assessments to ensure strategies align with company objectives.
* **Workforce Modeling:** Execute company-wide planning and joint operations. Manage current headcount plans and associate fees to ensure plans fit budget parameters.
* **Capital Management:** Conduct expense distributions via an equipped rules engine. Plot fees efficiently.

[ Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) 

![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) 

[ ](https://www.selecthub.com/p/epm-software/anaplan/) 

[Anaplan](https://www.selecthub.com/p/epm-software/anaplan/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053&price=5) 

Best For: 

Financial Consolidation and Reconciliation Platform Capabilities Project Planning Sales Planning 

Start Price: [ $20,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Anaplan&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5/resources/normal/logo.png?1693319053)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

88% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 94 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

[ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Written By Khaleel Hayes, Technical Content Writer ](https://www.selecthub.com/author/khaleel-hayes/) 

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Anaplan has garnered a reputation for its robust modeling capabilities, allowing users to create intricate financial models with ease. Reviewers frequently praise its flexibility and ability to handle complex calculations, making it a powerful tool for forecasting, budgeting, and scenario planning. The platform's "Connected Planning" approach, which links various planning processes across an organization, is seen as a major advantage, enabling better collaboration and alignment between departments. However, some users find the interface to be less intuitive than other performance management systems, requiring a steeper learning curve. Additionally, the platform's extensive customization options, while powerful, can sometimes lead to complexity and require specialized knowledge to manage effectively.

Compared to competitors like Oracle Hyperion and SAP BPC, Anaplan stands out for its cloud-based architecture and user-friendly interface. Reviewers often highlight its ease of use and accessibility from any device, making it a popular choice for organizations with distributed teams. While Anaplan may not have the same level of industry-specific functionality as some of its competitors, its flexibility and ability to integrate with other systems make it a versatile solution for a wide range of planning needs. The platform's scalability is also a significant advantage, allowing organizations to easily adjust their usage as their needs evolve.

Anaplan is best suited for mid-sized to large organizations with complex planning requirements and a need for collaboration across departments. Its ability to handle large data sets and perform sophisticated calculations makes it ideal for financial planning, sales forecasting, and supply chain management. However, smaller organizations or those with simpler planning needs may find the platform's capabilities to be excessive and the learning curve to be a barrier to adoption.

[ Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) 

* **Connected Planning:** Anaplan's platform allows users to connect operational plans across various departments, such as finance, sales, and supply chain. This interconnectedness enables a holistic view of the business, facilitating better decision-making and alignment.
* **Scenario Modeling:** Users appreciate the ability to create and compare multiple what-if scenarios, enabling them to assess potential outcomes and make informed choices based on real-time data. This feature is particularly valuable for risk management and strategic planning.
* **Flexibility and Customization:** Anaplan offers a high degree of flexibility, allowing users to tailor the platform to their specific needs and processes. This adaptability ensures that the system can evolve alongside the organization's changing requirements.
* **Cloud-Based:** As a cloud-based solution, Anaplan eliminates the need for on-premises infrastructure and maintenance, reducing IT overhead and providing accessibility from anywhere with an internet connection.

* **Steep Learning Curve:** Anaplan's robust functionality comes at the cost of complexity, often requiring extensive training and practice to achieve proficiency. Users familiar with traditional spreadsheet software may find the transition challenging due to the platform's unique modeling language and interface.
* **Performance Issues:** Large or complex models can suffer from slow loading times and sluggish responsiveness, hindering user productivity and causing frustration, especially when dealing with tight deadlines or real-time data analysis.
* **Limited Data Visualization:** While Anaplan offers basic charting capabilities, users often find them insufficient for creating compelling visual representations of data. The platform's strength lies in its calculation engine, not its visualization tools, which can leave users wanting more when it comes to communicating insights effectively.

[ Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) 

* **Gain Swift Market Change Responses:** Connect headquarters with the market with automatic actions to better prepare for and adapt to ever-changing market shifts.
* **Adhere to CIO Regulations:** Maintain CIO standards for complete compliance throughout several commercial, bookkeeping and operational procedures to avoid fines or immediate shutdown.
* **Maintain Centralization:** Bridge organization-wide gaps to involve more leaders, plans and departments to keep everyone on the same page and avoid silos.
* **Provide Inclusive Sales Planning:** Craft and maximize regions, criteria and objectives to ensure all team members meet or exceed profitability expectations.
* **Fine-Tune Recruitment Tactics:** Update talent and recruiting tactics to reduce skill gaps and effectively fill resources where necessary with relevant employees.

[ Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) 

* **Finance:** Use current information to analyze production rates, craft accurate market predictions and make better business choices. Develop profitability and pricing models, automate cost management procedures and make infinite bookkeeping use cases.
* **Sales:** Fill up workflows with practical and achievable possibilities while boosting precise sales and revenue projections.
* **Supply Chain:** Aim for a real-time line of sight and guarantee improved supply estimates to align with demand expectations. Initiate thorough collaborative sales and operation planning practices for applicable KPIs and predictions.
* **HR and Workforce:** Detect recruitment gaps, test "what-if" plans, review financial impacts to streamline the workforce, supervise risks and push results. Draft payment plans and infrastructures to highlight talent purchases, retention, equity, diversity, inclusion, performance and outcomes.
* **Marketing:** Integrate sales numbers, marketing accomplishments and financial insights to construct reliable plans and forecast profitability effects. Transform reactive choices into proactive ones with real-time client information and buyer goals.

[ Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) 

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[ Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) 

[ ](https://www.selecthub.com/p/epm-software/onestream/) 

[OneStream](https://www.selecthub.com/p/epm-software/onestream/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=1) 

Start Price: [ $8Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=1) 

Free Trial: 

No 

Good For: 

Any company size 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

94% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 91 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

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OneStream has garnered significant praise for its ability to unify various financial processes, such as financial close, consolidation, reporting, planning, and analysis, into a single platform. Users appreciate the software's flexibility and scalability, allowing them to adapt it to their specific needs and grow with their organization. The platform's Extensible Dimensionality® feature enables users to incorporate additional dimensions and attributes without impacting performance, providing a level of customization that sets it apart from competitors like Oracle Hyperion and SAP BPC. This is particularly beneficial for complex organizations with diverse reporting requirements.

While OneStream offers a robust set of features, some users find the initial learning curve to be steeper compared to other EPM solutions. The software's extensive capabilities and flexibility require a deeper understanding to fully leverage its potential. Additionally, implementing OneStream often necessitates a significant investment in time and resources, particularly for larger organizations with complex financial processes. However, many users believe that the long-term benefits outweigh the initial challenges, citing improved data accuracy, increased efficiency, and better decision-making as key advantages.

OneStream appears to be most suitable for mid-sized to large enterprises with complex financial consolidation and reporting needs. Its ability to handle large data volumes, support multiple currencies and entities, and provide granular reporting capabilities makes it an ideal choice for organizations operating in multiple countries or with diverse business units. The platform's unified approach also benefits organizations seeking to break down silos between finance and operations, fostering collaboration and providing a single source of truth for financial data.

[ Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) 

* **Unified Platform:** Instead of a patchwork of different tools, OneStream offers a single platform for financial consolidation, reporting, planning, and analysis. This can simplify data management and improve data integrity, as users highlight experiencing fewer errors and inconsistencies.
* **Extensible Dimensionality®:** Users appreciate the flexibility of OneStream's Extensible Dimensionality®, which allows them to add custom dimensions to their data models without impacting performance. This is particularly helpful for complex organizations with unique reporting requirements, such as those with multiple business units or product lines.
* **Drill-Down Capabilities:** The ability to drill down into data is a key feature for many users, and OneStream excels in this area. Users can easily trace data back to its source, which helps them understand the drivers behind their results and identify potential issues. This granular level of detail is often praised in user reviews.
* **Marketplace Solutions:** OneStream's Marketplace offers a variety of pre-built solutions that can be easily integrated into the platform. This can save users time and effort, as they don't have to develop custom solutions from scratch. The Marketplace is frequently mentioned as a valuable resource by users.

* **Steep Learning Curve:** OneStream's extensive functionality can be overwhelming for new users, often requiring significant training and practice to achieve proficiency. The platform's complexity can lead to a longer implementation time compared to simpler EPM solutions.
* **Cost:** OneStream's licensing and implementation costs can be higher than other EPM options, especially for smaller organizations or those with less complex needs. The total cost of ownership should be carefully considered, including software, infrastructure, and ongoing support.
* **Customization Challenges:** While OneStream offers extensive customization options, tailoring the platform to specific requirements can be complex and may require specialized skills or external consultants. This can impact the agility and speed of implementation for unique business needs.

[ Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) 

* **Easy-to-Use:** OneStream is easy to use and can easily adapt to customer’s unique needs, be it for reporting, analysis, financial planning and consolidation management.
* **Simpler Deployment:** Get multiple software deployment options- including cloud, on-premise or hosted. Use the solution’s flexibility to have choices in deploying CPM applications. Change the deployment choice later without having to reimplement the system.
* **Better Data Integrations:** Keep the business agile and adaptable by ensuring that all the aspects of your business, whether they are financial, accounting are unified in one platform, keeping the cost under control.
* **Customer Service:** Get help and support 24/7 from the world-class customer service portal, which offers real-time support and immediately resolves queries.

[ Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) 

* **Extensible Dimensionality:** Provide a way to manage metadata at different levels of detail for various solutions. Give the business the power to build platforms for the organization at any level without disrupting the accuracy of the consolidation process.
* **XF Marketplace:** Organizations get an opportunity to extend their system’s functionality with a plethora of downloadable and configurable solutions. Add value to the deployment with account reconciliation, task manager, tax provisioning, capital planning. Allow users to search for actions and add them to the platform when needed. Users can add over 30+ apps additionally to the platform.
* **Customer Reference Ability:** Provide organizations with a list of contacts who have replaced old software and implemented the solution.
* **Financial Closing and Consolidation:** Automate data loading and reconciliation. Identify errors both pre- and post-load data validation, resolve issues quickly and close faster.
* **Account Reconciliation:** Get a statistical view of the financial statements, which includes a risk-adjusted datasheet. Acquire a complete audit trail of the reconciliation approvals. Submit account reconciliations without having to wait for the corporation to close the deal.

[ Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) 

![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) 

[ ](https://www.selecthub.com/p/epm-software/prophix/) 

[Prophix](https://www.selecthub.com/p/epm-software/prophix/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241&price=5) 

Best For: 

Capital Expenditure Planning Integration and Extensibility 

Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Prophix&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210/resources/normal/logo.png?1749006241)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

91% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 91 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

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Prophix has received generally positive feedback from users over the past year, with many praising its ease of use and intuitive interface. Users with limited technical expertise found the software easy to navigate and perform tasks, such as budgeting, forecasting, and reporting. The drag-and-drop functionality and pre-built templates were particularly helpful for streamlining workflows and reducing manual data entry. Reviewers frequently compared Prophix to other EPM software options like Oracle Hyperion and SAP BPC, noting that Prophix offered a more user-friendly experience at a more affordable price point. 

While Prophix's user-friendliness is a significant advantage, some users noted limitations in its advanced functionality compared to more comprehensive EPM solutions. For example, complex financial modeling and scenario analysis may require additional customization or integrations with other tools. Additionally, some users expressed a desire for more robust data visualization and reporting capabilities. Despite these limitations, Prophix's core strengths lie in its ability to simplify and automate essential EPM tasks for mid-sized businesses. Its affordability and ease of use make it an attractive option for organizations seeking to improve their financial planning and analysis processes without the complexity and cost associated with enterprise-level EPM solutions. 

Overall, Prophix appears to be well-suited for mid-sized businesses and departments within larger organizations that require a user-friendly and affordable EPM solution. Its intuitive interface, pre-built templates, and core functionalities cater to the needs of users with varying levels of technical expertise. While it may not offer the same level of advanced functionality as some of its competitors, its ease of use and affordability make it a valuable tool for organizations looking to streamline their financial planning and analysis processes.

[ Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) 

* **Streamlined Budgeting and Forecasting:** Prophix empowers finance teams to ditch cumbersome spreadsheets and automate budgeting and forecasting processes. Users appreciate the ability to create driver-based models, perform what-if analyses, and generate forecasts quickly and accurately.
* **Enhanced Financial Reporting:** The software's reporting capabilities are a major draw for users. Prophix simplifies the creation of visually appealing and informative financial reports, complete with dashboards and drill-down functionality. This allows stakeholders to easily access and analyze key financial data.
* **Improved Collaboration and Workflow:** Prophix fosters collaboration among finance teams and other departments. Users can assign tasks, track progress, and communicate effectively within the platform, ensuring everyone is on the same page during planning and reporting cycles.
* **Cloud-Based Accessibility:** Prophix's cloud-based nature provides users with the flexibility to access the platform from anywhere with an internet connection. This is particularly beneficial for organizations with remote teams or multiple locations.

* **Steep Learning Curve:** Prophix can be challenging for new users due to its complex interface and functionalities. The abundance of features, while beneficial for experienced users, can overwhelm beginners, leading to frustration and a longer onboarding process.
* **Customization Challenges:** While Prophix offers customization options, they often require advanced technical knowledge or the assistance of Prophix consultants, which can be costly and time-consuming for businesses with specific needs.
* **Reporting Limitations:** Some users find Prophix's reporting capabilities to be somewhat rigid, making it difficult to create ad-hoc reports or perform complex data analysis without extensive workarounds.
* **Mobile App Functionality:** The mobile app's functionality is limited compared to the desktop version, restricting users' ability to perform certain tasks on the go, which can be inconvenient for remote or traveling employees.

[ Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) 

* **Widespread Accessibility:** Manage operations with an easy-to-use, spreadsheet-style interface. Assign role-based access control to multiple users. Minimize paperwork, improve audit results and ensure compliance. Eliminate manual data collection and centralize information for easy accessibility and evaluation to get better insights.
* **Improve Process Quality:** Gather, understand and add value to the financial information. Boost the quality of financial operations with reporting and maintain channels, services, and customers with predictive analysis.
* **Increase Accountability:** Provide internal and external stakeholders with relevant information to boost accountability. Make users aware of and efficient about budgeting, reporting and planning.
* **Boost Accuracy:** Deliver income statements, cash flow reports and balance sheets directly. Ensure accuracy and timeliness in process management, analysis and data manipulation. It automates repetitive tasks and minimizes the possibility of errors.

[ Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) 

* **Planning:** Centralize data, simplify processes, minimize manual errors and automate consolidation in a single platform. Transform budgets, approve plans and change figures with workflow and automation capabilities. See the big data picture with a centralized data platform.  
   * **Personnel:** Check the impact of personnel on the consolidated profit with planning features. Capture cost insight and accordingly transform the business model. Automate calculations like payroll taxes, salary adjustments, and bonuses. Prepopuate personnel data by directly linking with external payroll systems.  
   * **Scenario:** Draft quick and accurate business models for potential scenarios and automate workflow management to speed up the financial process. Get access to real-time company-wide data with seamless integration to expedite planning.  
   * **Sales and Revenue:** Create detailed plans and add the flexibility to keep tabs on the continuous changes with sales and revenue planning functionality. Optimize revenue streams and predict sales with top-down or bottom-up sales planning. Stay updated with accurate data by creating what-if scenarios and making changes to the macro and micro environment.  
   * **Templates:** Gather detailed information in data entry templates, while CRM or ERP integration captures transactional data. Make modifications to the revenue recognition without disrupting the data integrity.  
   * **Project:** Analyze profitability and resource use in quantitative and qualitative terms by tracking process drivers and factors. Automate scheduling, project assigning and communicating. Conduct data analysis, forecast task finances and adapt to changes with metric monitoring and operations regulation tools.  
   * **Cash Flow:** Break down the siloed system and encourage cross-functional collaboration by providing data access to everyone. Automate cash flow predictions and gain deeper insights into cash shortages and surpluses. Visualize a data sheet with automated plug calculations, income variations and different data models to create a cohesive plan for project managers and stakeholders.  
   * **Capital Expenses:** Understand how tangible and intangible assets affect the bottom line by tracking actual asset costs. Create automatic depreciation calculation and analyze capital expenditure assumptions by utilizing key performance indicators. Make use of different sources from external ERP to draw expenditures between actual and planned capital spending.  
   * **Tracking:** Review historical patterns, determine problems and create outline projections. Envision future tax implications. Provide managers with an easy-to-use expense tracking tool and allow stakeholders to watch costs and understand the budget outcome.  
   * **Cross Company Financial:** Minimize the risk and boost the quality of reporting by determining the factors driving profitability and resource designation. Unify teams to work towards one common goal with an integrated platform.
* **Personnel:** Check the impact of personnel on the consolidated profit with planning features. Capture cost insight and accordingly transform the business model. Automate calculations like payroll taxes, salary adjustments, and bonuses. Prepopuate personnel data by directly linking with external payroll systems.
* **Scenario:** Draft quick and accurate business models for potential scenarios and automate workflow management to speed up the financial process. Get access to real-time company-wide data with seamless integration to expedite planning.
* **Sales and Revenue:** Create detailed plans and add the flexibility to keep tabs on the continuous changes with sales and revenue planning functionality. Optimize revenue streams and predict sales with top-down or bottom-up sales planning. Stay updated with accurate data by creating what-if scenarios and making changes to the macro and micro environment.
* **Templates:** Gather detailed information in data entry templates, while CRM or ERP integration captures transactional data. Make modifications to the revenue recognition without disrupting the data integrity.

[ Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) 

![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) 

[ ](https://www.selecthub.com/p/epm-software/tagetik/) 

[Tagetik](https://www.selecthub.com/p/epm-software/tagetik/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) 

Best For: 

Capital Expenditure Planning Cash Management 

Start Price: [ $50,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Tagetik&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8/resources/normal/logo.png?1693317548)) 

Good For: 

Any company size 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

90% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 91 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

Tagetik, a financial performance management software, has garnered positive feedback for its robust functionality and flexibility. Users appreciate its ability to handle complex financial processes, such as consolidations, budgeting, and forecasting, with ease. Its strength lies in its ability to adapt to unique business requirements, allowing for customization and integration with existing systems. For instance, one user highlighted how Tagetik seamlessly integrated with their ERP system, streamlining data flow and reducing manual effort. This adaptability sets it apart from competitors that offer more rigid solutions.

However, some users noted that Tagetik's extensive features can lead to a steeper learning curve. The initial setup and configuration may require more time and effort compared to simpler software options. Additionally, while Tagetik offers comprehensive customer support, some users expressed a desire for more readily available resources and documentation. Despite these challenges, users generally agree that Tagetik's capabilities outweigh its complexities, making it a valuable tool for organizations with intricate financial needs. 

Tagetik is best suited for mid-sized to large enterprises with complex financial operations and a need for advanced reporting and analytics. Its scalability and adaptability make it an ideal choice for organizations seeking a comprehensive solution to manage their financial performance effectively. While the initial learning curve may require investment, the long-term benefits of improved efficiency, accuracy, and insights make Tagetik a worthwhile consideration for businesses looking to elevate their financial management processes.

[ Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) 

* **Streamlined Financial Close:** Tagetik's automation features, such as its consolidation engine and intercompany reconciliation tools, help expedite the financial close process, saving valuable time and resources for accounting teams.
* **Enhanced Data Accuracy:** The platform's data validation rules and audit trails minimize errors and ensure data integrity, leading to more reliable financial reporting.
* **Improved Collaboration:** Tagetik's centralized platform facilitates communication and collaboration among finance and accounting teams, breaking down silos and promoting a more cohesive work environment.
* **Regulatory Compliance:** Tagetik helps organizations comply with complex financial regulations, such as IFRS and GAAP, by providing pre-built reporting templates and disclosure checklists.

* **Steep Learning Curve:** Tagetik's robust functionality comes at the cost of complexity, often requiring extensive training and onboarding for users to become proficient. The interface can feel overwhelming for new users due to the multitude of features and options available.
* **Customization Challenges:** While Tagetik offers a high degree of customization, implementing and managing these customizations can be resource-intensive and may require specialized technical expertise. This can lead to increased implementation time and costs for organizations with unique requirements.
* **Performance Issues:** Some users report experiencing performance slowdowns, particularly when working with large datasets or complex reports. This can impact productivity and user satisfaction, especially during critical financial closing periods.

[ Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) 

* **Improved Forecasting:** Implement real-time simulations and automation in the budgeting, planning and forecasting module to provide users with the flexibility to plan any way they want at any time. This tool helps users react swifter and make faster, well-informed decisions.
* **Maintain Compliance:** Obtain generally accepted accounting principles (GAAP), international financial reporting standards (IFRS) and extensible business reporting language (XBRL) reports to ensure bookkeeping operations meet these and other compliances. The prompt financial functions, validation rules and full audit logs guarantee users have every piece of information necessary and complete process visibility.
* **Single Source of Truth:** Access a centralized location of data in the financial reporting accessory. It moves information into documents such as monthly financial statements, board books, annual reports and more automatically so users can spend more time on high-priority accounting tasks.
* **Ensure Accuracy:** Check data entry at every turn with the disclosure management attribute. Since disclosures appear automatically with the most up-to-date information, this reduces manual data inputting and human errors, ensuring better accuracy and a better snapshot of company information.
* **Seamless Collaboration:** Facilitate reporting for the financial, management, statutory and regulatory departments with effective collaboration and control extensions so it's easier to get in touch with the report writers in case revisions or updates are needed. Users also gain full control and visibility over workflows and audit trails to ensure no stones are unturned and everything is tallied for recordkeeping and compliance purposes.

[ Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) 

* **Rolling Forecasts:** Develop in-depth rolling forecasts with this function in the budgeting, planning and forecasting module. Users may integrate data from tactical plans, budgets and actuals and make modifications to costs and revenue targets, generating a better estimate for fiscal year outcomes.
* **Consolidation Cockpit:** Access a specific dashboard that enables users to supervise every consolidation step and study results in the consolidation apparatus. The cockpit also exhibits particular data methods that should be performed with consideration to a specific consolidation situation.
* **Communications:** Collaborate with users across departments via comments, instant messaging or email concurrently with managers tracking project progress through dashboards in the collaboration component.
* **Disclosure Management:** Merge with Microsoft Office, ERPs, CRMs and other existing programs with this tool. Users may also coordinate text to numbers with instant narrative adjustments, reduce version overlap with support from other users, receive a centralized location of data and accelerate disclosure with pre-set templates.
* **Compliance Regulatory Reporting:** Obtain every necessary thing to expedite the regulatory reporting process while dwindling reporting sequences. Users can efficiently comply with pre-packaged solutions, diminish hazards with standard calculations and files and modify changes.

[ Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) 

![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) 

[ ](https://www.selecthub.com/p/epm-software/jedox/) 

[Jedox](https://www.selecthub.com/p/epm-software/jedox/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026&price=3) 

Best For: 

Sales Planning 

Start Price: [ $160Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026&price=3) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Jedox&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/af44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569/resources/normal/logo.png?1693317026)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

88% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 90 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

Jedox has garnered a reputation for its robust data modeling capabilities and Excel integration, making it a popular choice for organizations with existing Excel-based processes. Users appreciate the familiar interface and the ability to leverage their existing Excel skills, reducing the learning curve and facilitating user adoption. The platform's strength lies in its ability to handle complex calculations and data manipulations, making it suitable for financial planning, budgeting, and forecasting tasks. However, some users find the interface outdated and less intuitive compared to modern cloud-based solutions. Additionally, while Jedox offers cloud deployment options, its on-premise roots can lead to challenges with scalability and accessibility for remote teams.

When compared to competitors like Anaplan and Adaptive Insights, Jedox stands out with its powerful OLAP engine and Excel integration. This makes it a preferred choice for organizations that prioritize data analysis and manipulation capabilities. However, Jedox may fall short in terms of user-friendliness and collaboration features, where cloud-native platforms often excel. The platform's pricing structure, which can be complex and involve multiple components, is another factor that potential users should carefully consider. Ultimately, Jedox is best suited for organizations with strong Excel expertise and a need for advanced data modeling and analytical capabilities, particularly in finance and controlling departments.

[ Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) 

* **Excel Integration:** Jedox seamlessly integrates with Excel, allowing users to leverage their existing spreadsheet skills and formulas while benefiting from enhanced data analysis and reporting capabilities. This familiarity reduces the learning curve and empowers users to quickly adapt to the platform.
* **OLAP Server:** The integrated OLAP server enables efficient data analysis across multiple dimensions, empowering users to slice and dice information, drill down into details, and gain deeper insights from their data. This capability is particularly valuable for complex financial modeling and reporting tasks.
* **Web-Based Interface:** Jedox offers a user-friendly web-based interface that allows access to reports and dashboards from anywhere with an internet connection. This accessibility promotes collaboration and facilitates data-driven decision-making across teams and departments.

* **Steep Learning Curve:** Many users find Jedox to be quite complex, especially those transitioning from simpler spreadsheet applications. The interface, while feature-rich, can feel overwhelming to new users due to the multitude of options and functionalities.
* **Performance Issues:** Some users report experiencing slow performance, particularly when working with large datasets or complex models. This can hinder productivity and lead to frustration, especially for time-sensitive tasks.
* **Limited Mobile Functionality:** The mobile app for Jedox has received criticism for its limited functionality compared to the desktop version. This can be a drawback for users who require on-the-go access to their data and models.
* **Cost:** Jedox's pricing structure can be a barrier for smaller businesses or those with limited budgets. The cost of licenses and implementation services can add up quickly, making it a significant investment.

[ Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) 

* **EPM and BI Together:** Jedox simplifies operations by combining the insights of business intelligence with the strategy of enterprise performance management into one unified platform for integrated planning across the organization.
* **Leverage Existing IT:** The platform makes sure that companies can protect the competitive advantages and investments made in their existing technologies. Its data integration connects out-of-the-box to many popular enterprise solutions. Jedox also allows analysts who are comfortable with Excel to bring their skills to Jedox with an intuitive, Excel-like interface, helping with user adoption.
* **Compare Targets to Performance:** By incorporating reporting and planning, users can unify actuals with their budget confidently and accurately. Predictive and prescriptive analytics help businesses take proactive action with forecasting, as well as assist them in translating strategy into execution.
* **Improves Collaboration:** Through its online platform, users can build reports, visualizations and dashboards together, and share data with other teams and entities within their organization.
* **Scalability:** The platform features innovative technologies like cloud computing, artificial intelligence and its multidimensional in-memory database, ensuring it is future-proof to scale up to thousands of users as businesses grow and move forward.

[ Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) 

* **Data Integrations:** The platform’s built-in integration tool, Jedox Integrator, uses extract, transform, load (ETL) processes to wrangle data. It creates a seamless integration for self-service connectivity, with more than 50 out-of-the-box connectors and more available for various databases, cloud data sources, ERP, CRM, BI and marketing systems.
* **Excel Add-in:** Jedox enables users who are more comfortable working in Excel to access the budgeting, forecasting, planning and analytical functionalities of the platform from the native Excel environment. Users can convert their spreadsheets into the solution, building on their existing knowledge of Excel.
* **Pre-Built Business Content:** The solution has a marketplace of pre-built application models and templates tailored for users from industries such as finance, sales, human resources and more. These models come with best-practice solutions to help users start exploring their data quickly.
* **Predictive Analytics:** Jedox uses advanced in-memory modeling and artificial intelligence to help users circumvent the volatility of ever-changing data, running what-if scenarios, trend analysis and more.
* **Data Governance:** Jedox allows administrators to manage access to sensitive information at a granular level down to a single cell. It also provides role-based access, event-driven user interactions, audit logs and differentiated licenses for various user types.

[ Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) 

![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) 

[ ](https://www.selecthub.com/p/fp-and-a-software/planful/) 

[Planful](https://www.selecthub.com/p/fp-and-a-software/planful/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Planful&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3%2Fresources%2Fnormal%2Flogo.png%3F1693318788) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Planful&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3%2Fresources%2Fnormal%2Flogo.png%3F1693318788&price=5) 

Best For: 

Sales Planning 

Start Price: [ $1,250Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Planful&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3%2Fresources%2Fnormal%2Flogo.png%3F1693318788&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Planful&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3/resources/normal/logo.png?1693318788)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

86% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 88 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

Planful has garnered a reputation for its robust financial reporting and analysis capabilities, particularly excelling in budgeting, forecasting, and consolidation. Users appreciate the software's ability to handle complex financial models and its flexibility in generating custom reports. The platform's intuitive interface and user-friendly design have also been praised, making it accessible to both finance professionals and non-financial users. However, some users have noted that the initial setup and implementation process can be time-consuming and may require significant support from Planful's team. Additionally, while Planful offers a wide range of features, some users have expressed a desire for more advanced functionality in areas such as workforce planning and project accounting.

Compared to competitors like Adaptive Insights and Vena Solutions, Planful stands out for its comprehensive financial consolidation capabilities and its ability to handle large volumes of data. Its reporting and analytics tools are also considered to be more user-friendly and customizable. However, Adaptive Insights may be a better choice for organizations seeking a more cloud-based solution with stronger integrations with other business applications. Vena Solutions, on the other hand, may be more suitable for companies with complex financial modeling needs due to its Excel-based interface.

Overall, Planful is best suited for mid-sized to large enterprises with complex financial reporting and analysis requirements. Its strengths lie in its budgeting, forecasting, consolidation, and reporting capabilities, making it an ideal choice for organizations looking to streamline their financial processes and gain deeper insights into their financial performance. However, companies with limited IT resources or those seeking a more cloud-based solution may want to consider alternative options.

[ Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) 

* **Streamlined Financial Close:** Planful helps automate routine tasks like data consolidation and report generation, which can significantly reduce the time it takes to close the books each month. This efficiency is often praised by users in fast-paced environments.
* **Improved Forecasting Accuracy:** The platform's forecasting tools leverage historical data and predictive analytics to generate more accurate forecasts. Users appreciate this feature as it allows for better-informed decision-making and resource allocation.
* **Enhanced Collaboration:** Planful provides a centralized platform for finance teams to collaborate on budgeting, forecasting, and reporting. This feature improves communication and transparency within the department, leading to more cohesive financial strategies.
* **Customizable Reporting:** Users frequently highlight the ability to create custom reports tailored to their specific needs. This flexibility allows finance teams to analyze data from multiple angles and gain deeper insights into their financial performance.

* **Steep Learning Curve:** Many users find Planful's interface to be complex and unintuitive, requiring significant time investment to learn the system's intricacies. The abundance of features can be overwhelming for new users, leading to frustration and a slow adoption rate within organizations.
* **Customization Challenges:** While Planful offers customization options, implementing them often requires advanced technical skills or reliance on the vendor's professional services, which can be costly. This limitation can hinder organizations with unique workflows or reporting needs from fully tailoring the software to their specific requirements.
* **Reporting Limitations:** Some users report that generating specific or ad-hoc reports can be cumbersome in Planful. The system's pre-built reports may not always cater to every organization's needs, and creating custom reports may require technical expertise or additional support.
* **Performance Issues:** A segment of users has mentioned experiencing slow loading times and occasional system lags, particularly when working with large datasets or complex reports. This can impact productivity and user satisfaction, especially for organizations with high data volumes or demanding reporting requirements.

[ Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) 

* **Conduct Ad hoc Analysis:** Simplify complex ad hoc analysis by quickly creating financial and operational models while simultaneously checking the impact of these models on the bottom line.
* **Close Books Faster:** Decrease the time it takes to close books by automating data collection, aggregation and validation. Make data secure and compliant with standards and protocols.
* **Improve Collaboration:** Collaborate in a more efficient manner with current data and real-time insights. Get the power to make quick and accurate decisions with more confidence.
* **Get Insights:** Make well-informed decisions by gaining insights from across an organization to drive long-term value and growth. Automate manual processes to gain more time for strategic planning processes, analyzing and collaborating rather than worrying about spreadsheets.
* **Automate Manual Processes:** Save time and reduce errors by automating manual financial processes. Ensure that all financial processes are done with minimum manual effort and run more efficiently.

[ Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) 

* **Modern Tools:** Combine the need for structured and dynamic planning to empower organizations to make well-informed decisions in a quick and strategic manner.
* **Financial Consolidation:** Accelerate month-end closing cycles with financial consolidation. Enhance financial planning and reporting by leveraging data from a single source of truth. Get pre-built consolidation functionality for currency conversion and reporting, currency translation adjustment calculations and posting. Implement functional, administrative and setup changes without the need for IT experts. Boost teams’ agility when reacting to changes in organization, strategy, regulation and accounting protocol. Ensure trusted and consistent global reporting by automatically mapping financial data. Keep tabs from start to end on balances, and analyze financial data across consolidation activities.
* **Structured Planning:** Save time and reduce errors by automating labor-intensive financial planning activities. Avoid costly and disruptive customization fees, save time and reduce risk of error with predefined planning and reporting templates. Automate integration from any ERP, CRM or HCM. Create a single source of financial truth by automatically collecting, aggregating and validating financial data. Ensure consistency and accuracy by creating and modifying structured financial reports and elevating financial conversations.
* **Dynamic Planning:** Analyze, plan and make confident decisions with dynamic planning. Build custom-tailored financial models. Leverage customization across processes, functions and use cases. Configure planning experiences and give users the flexibility to plan for anything. Connect data sources from separate systems in one unified, cloud-based platform. Boost financial decision making with a single source of truth. Get insights and make course corrections with real-time data refreshing. Inculcate companywide collaboration culture by providing the right data at the right level to the right person.
* **Integration:** Automate data integration to reduce manual intervention and easily transform data with over 200 pre-built connectors. Adjust to automatic data processing with a growing integration platform. Check status and activity of deployed integrations from a centralized place. Ensure data integration process flows are repeatable, automated and secure, and provide audit trails required by internal and external auditors. Understand changes in data with multiple validation points across integration workflows.

[ Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) 

![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) 

[ ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) 

[SAP Analytics Cloud](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531&price=2) 

Best For: 

Sales Planning 

Start Price: [ $36Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531&price=2) 

Free Trial: 

 30 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=SAP+Analytics+Cloud&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611/resources/normal/logo.png?1735673531)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

84% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 88 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

[ ![Ritinder Kaur](https://www.selecthub.com/wp-content/uploads/2021/06/cropped-Ritinder-Kaur-v2-1-96x96.png) Written By Ritinder Kaur, Senior Technical Content Writer ](https://www.selecthub.com/author/ritinder-kaur/) 

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

SAC acts as a hub for your myriad SAP modules, pulling together business planning and consolidation, finance, ERP and supply chain management. While all these SAP products are giants in their own right, SAC gives you, the user, a unified platform to make sense of your data with in-app data modeling and analytics.

I spent time working with SAP analytics with the 30-day trial, which includes access to SAP Datasphere (formerly SAP Data Warehouse), and while the back-end capabilities are there, I hit snags early. The AI assistant built into Datasphere couldn’t launch any tutorials, and I had to fall back on YouTube just to understand basic tasks. This wasn’t a one-off — the native help content repeatedly broke, leaving the first mile experience more frustrating than it should’ve been.

Once inside, I found the data integration impressive. You can pull from Excel, CSV and even Google Sheets. Performance was solid when working with SAP data, but I noticed sluggishness even with smaller file uploads, suggesting scale may become a bottleneck outside the SAP ecosystem. That matches what around 85% of enterprise users have reported in reviews.

Most users who reviewed data integration said the tool handles large amounts of data seamlessly, and SAP scores a perfect 100 in our analysis for data management, at par with [MicroStrategy](https://www.selecthub.com/p/business-intelligence-tools/microstrategy/) and [Power BI](https://www.selecthub.com/p/business-intelligence-tools/power-bi/).

Lacking a data dictionary, the platform allows you to manage source metadata within your projects. This could be why some reviews wished for greater versatility in data modeling.

Many users who reviewed visualization appreciated the platform for its rich graphics libraries and templates, and I agree. In our analysis, SAP Analytics Cloud earned a score of 100 for dashboarding and data visualization. In this aspect, it leaves behind stalwarts like Power BI and [Oracle Analytics Cloud](https://www.selecthub.com/p/business-intelligence-tools/oracle-analytics-cloud/). Reviewing functionality, most people liked its versatility and scalability. 

Its predictive and augmented analysis capabilities had many fans among reviewers, with most praising the platform for strong planning and business analytics. Our analysts give SAP Analytics a 93 score for reporting insights, alerts, auto-scheduling and natural language results.

As an example, [Juniper Networks](https://www.sap.com/asset/dynamic/2024/09/3065d015-d87e-0010-bca6-c68f7e60039b.html?video=3c672d75-d67e-0010-bca6-c68f7e60039b), an AI-driven networking platform, eliminated 100% of its manual planning, budgeting and forecasting in Excel by moving to data modeling in SAP Analytics Cloud.

But quite a few people said there’s scope for improvement in live data analytics. Around 85% of reviewers discussing performance said it struggles at the enterprise level and when offline, though quite a few noted that it performs exceedingly well within the SAP ecosystem.

Overall, SAP Analytics Cloud is for organizations already locked into the SAP ecosystem, especially if you’re looking for a financial planning and consolidation tool. If you’re looking for a BI and predictive analytics tool, there are better options.

[ Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) 

* **Data Visualization:** Approximately 91% of users who reviewed visualization said that they can customize dashboards effortlessly with the solution’s wide range of templates and graphics libraries.
* **Ease of Use:** Citing the platform’s modern and intuitive interface, around 89% of reviewers said that the platform makes it easy to develop stories without technical knowledge thanks to Smart Discovery.
* **Data Analysis:** Mentioning its forecasting and predictive analysis capabilities, approximately 87% of the people reviewed said that the solution enables collaborative enterprise planning via statistical and predictive analysis.
* **Web and Mobile Accessibility:** Discussing its easy accessibility on multiple browsers, around 72% users said that the platform works well on a wide range of devices.
* **Data Connectivity:** Approximately 70% of the reviewers who mentioned integration said that the tool, with strong live data connections, integrates well with other applications and data sources.
* **Functionality:** Around 55% of the users who discussed features said that the tool is scalable and quite versatile, with frequent updates.

* **Performance:** Approximately 85% of users who reviewed performance said that some features do not work well at the enterprise level.
* **Reporting:** Around 58% of the reviewers who mentioned reporting said that report creation with the tool is complicated and needs IT support.
* **Data Management:** Approximately 52% of users who discussed data preparation said that the platform needs more ubiquitous data modeling capabilities.

[ Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) 

* **Embedded Analytics:** SAP Analytics Cloud, with a score of 100, is among the top five BI tools for embedded capabilities. It handles bidirectional filtering between your app and the embedded content, supports secure multi-tenant deployments, and lets you write back directly to SAP BW/4HANA through OData. Tableau can’t do that without extra tools, and SAS doesn’t support it at all.
* **Mobile Capabilities:** SAP Analytics Cloud (90) ranks ahead of Spotfire (84) and Qlik Sense (79) for mobile functionality. You can stay informed with push notifications, collaborate using in-app discussions, and make decisions on any device, thanks to a responsive design.

[ Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) 

* **Accessible Dashboards:** SAP Analytics supports screen readers, speech recognition, color contrast and alternative text for images to help meet accessibility standards such as WCAG 2.1.
* **Smart Predict:** Forecast events using SAP’s machine learning algorithms on your data. Predict whether a customer will buy a product, and anticipate order value, sales figures and campaign impact with classification, regression and time-series analysis.
* **Conversational Insights:** Click on Just Ask on the toolbar, pick a model, add it to your session and type your question using the available data. SAP Analytics auto-completes your queries and suggests questions for further analysis.
* **Augmented Data Prep:** Automatically identifies metrics, dimensions, dates, locations and hierarchies. SAP Analytics uses statistics and heuristics to assign data types, then links related tables with Auto Data Joins.
* **Key Driver Analysis:** Spot the key drivers of critical metrics and understand variances and correlations with **Smart Insights**. Take corrective action by identifying outliers, thanks to Smart Discovery.

[ Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) 

![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) 

[ ](https://www.selecthub.com/p/epm-software/kepion/) 

[Kepion](https://www.selecthub.com/p/epm-software/kepion/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469&price=5) 

Best For: 

Integration and Extensibility Project Planning 

Start Price: [ $1,800Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Kepion&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6/resources/normal/logo.png?1693317469)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

88% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 87 

* Our Review
* Pros & Cons
* Benefits
* Key Features
* Media

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

User reviews from the past year suggest that Kepion is a strong contender in the EPM software arena, particularly praised for its robust budgeting and forecasting functionalities. Users highlight its intuitive interface as a major strength, making it easier to adopt than more complex platforms like Oracle Hyperion. However, some users have pointed out that Kepion's reporting capabilities, while functional, could benefit from more customization options. A key differentiator is its seamless integration with Microsoft products, a major plus for organizations heavily reliant on the Microsoft ecosystem. This native integration streamlines data flow and enhances user experience, making it a more attractive choice than standalone solutions.

Overall, Kepion seems best suited for mid-sized businesses looking for a user-friendly yet powerful EPM solution tightly integrated with Microsoft technologies. Its robust planning features and intuitive design make it a good fit for companies aiming to streamline their budgeting and forecasting processes without a steep learning curve. However, organizations requiring highly customized reporting might need to consider other options or factor in potential development costs.

[ Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) 

* **Financial Consolidation and Reporting:** Kepion streamlines the process of consolidating financial data from multiple sources, making it easier to generate accurate and timely financial reports.
* **Budgeting and Forecasting:** Users praise Kepion for its robust budgeting and forecasting capabilities, enabling them to create detailed budgets, perform what-if analysis, and forecast future performance with greater accuracy.
* **Reporting and Dashboards:** Kepion offers powerful reporting and dashboarding features, allowing users to create visually appealing and informative reports and dashboards that provide insights into key business metrics.

* **Difficult to Learn:** Some users have reported that Kepion has a steep learning curve, especially for those new to corporate performance management (CPM) software. They found the interface to be complex and not intuitive, requiring extensive training to use effectively.
* **Limited Reporting Capabilities:** Users have expressed frustration with Kepion's reporting functionality, citing limitations in customization and formatting options. Generating specific reports or tailoring them to their needs proved to be challenging.
* **Slow Performance:** Performance issues, particularly with large datasets or complex calculations, have been a common complaint among Kepion users. Slow loading times and processing speeds can hinder productivity and efficiency.

[ Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) 

* **Improved Decision-Making:** Kepion provides real-time data analytics, enabling businesses to make informed decisions quickly and accurately.
* **Enhanced Collaboration:** The platform allows multiple users to work together seamlessly, fostering better teamwork and communication across departments.
* **Streamlined Budgeting:** Kepion simplifies the budgeting process by integrating financial data, reducing manual errors and saving time.
* **Customizable Dashboards:** Users can create personalized dashboards to monitor key performance indicators (KPIs) relevant to their roles, enhancing productivity.
* **Scalability:** Kepion can grow with your business, accommodating increasing data volumes and more complex planning needs without compromising performance.

[ Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) 

* **Finance**  
   * **Planning, Budgeting and Forecasting:** Craft and collaborate on sales plans that align with finance, sales and operation teams. Review new possibilities with real-time analytics.  
   * **Dashboards and Scorecards:** Reduce discrepancies and merge company performance information with a real-time centralized hub. Allocate key objectives and metrics throughout departments efficiently.  
   * **Reporting and Analysis:** Answer the hard questions with drilled-down reporting and analytical modules. Publish and share documentation, obtain purchasing information and offer detailed updated commentary.
* **Planning, Budgeting and Forecasting:** Craft and collaborate on sales plans that align with finance, sales and operation teams. Review new possibilities with real-time analytics.
* **Dashboards and Scorecards:** Reduce discrepancies and merge company performance information with a real-time centralized hub. Allocate key objectives and metrics throughout departments efficiently.
* **Reporting and Analysis:** Answer the hard questions with drilled-down reporting and analytical modules. Publish and share documentation, obtain purchasing information and offer detailed updated commentary.
* **Sales**  
   * **Revenue Planning:** Input volume for automatic gross sales ciphering. Merge revenue plans with CRM or other enterprise systems.  
   * **Sales Planning:** Include units and pricing details into plans to merge historical and forecasted sales in the same window. Maximize estimates to align with tactical sales objectives, permitting a robust bond between profit outlooks with quota benchmarks.  
   * **Sales and Operations Planning:** Conduct real-time reporting and analysis on KPIs and actuals with administrative dashboards for timely access.

[ Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) 

![Screenshots]()![Screenshots]()![Screenshots]() 

[ Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) 

##  Compare the Best EPM Software 

 Select up to 5 products from the list below to compare.

Product

Score 

i 

 Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box). 

Best For

Start Price

Free Trial

Good For

Deployment

Learn More

[ Oracle EPM ](https://www.selecthub.com/p/epm-software/oracle-epm/)

 100 

Overall

[ $250Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Oracle+EPM&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/c3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c/resources/normal/logo.png?1693316843)) 

Medium & large companies 

Cloud, On-Premise 

[ Read Review](https://www.selecthub.com/p/epm-software/oracle-epm/) 

[ Adaptive Planning ](https://www.selecthub.com/p/epm-software/adaptive-planning/)

 94 

Integration and Extensibility

[ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678&price=5) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Adaptive+Planning&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9/resources/normal/logo.png?1693316678)) 

Medium & large companies 

Cloud 

[ Read Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) 

[ Anaplan ](https://www.selecthub.com/p/epm-software/anaplan/)

 94 

Financial Consolidation and Reconciliation

[ $20,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053&price=5) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Anaplan&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5/resources/normal/logo.png?1693319053)) 

Medium & large companies 

Cloud 

[ Read Review](https://www.selecthub.com/p/epm-software/anaplan/) 

[ OneStream ](https://www.selecthub.com/p/epm-software/onestream/)

 91 

NA

[ $8Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=1) 

No 

Any company size 

Cloud, On-Premise 

[ Read Review](https://www.selecthub.com/p/epm-software/onestream/) 

[ Prophix ](https://www.selecthub.com/p/epm-software/prophix/)

 91 

Capital Expenditure Planning

[ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241&price=5) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Prophix&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210/resources/normal/logo.png?1749006241)) 

Medium & large companies 

Cloud, On-Premise 

[ Read Review](https://www.selecthub.com/p/epm-software/prophix/) 

[ Tagetik ](https://www.selecthub.com/p/epm-software/tagetik/)

 91 

Capital Expenditure Planning

[ $50,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Tagetik&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8/resources/normal/logo.png?1693317548)) 

Any company size 

Cloud, On-Premise 

[ Read Review](https://www.selecthub.com/p/epm-software/tagetik/) 

[ Jedox ](https://www.selecthub.com/p/epm-software/jedox/)

 90 

Sales Planning

[ $160Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026&price=3) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Jedox&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/af44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569/resources/normal/logo.png?1693317026)) 

Medium & large companies 

Cloud, On-Premise 

[ Read Review](https://www.selecthub.com/p/epm-software/jedox/) 

[ Planful ](https://www.selecthub.com/p/fp-and-a-software/planful/)

 88 

Sales Planning

[ $1,250Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Planful&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3%2Fresources%2Fnormal%2Flogo.png%3F1693318788&price=5) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Planful&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3/resources/normal/logo.png?1693318788)) 

Medium & large companies 

Cloud 

[ Read Review](https://www.selecthub.com/p/fp-and-a-software/planful/) 

[ SAP Analytics Cloud ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/)

 88 

Sales Planning

[ $36Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531&price=2) 

 30 Days   
([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=SAP+Analytics+Cloud&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611/resources/normal/logo.png?1735673531)) 

Medium & large companies 

Cloud 

[ Read Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) 

[ Kepion ](https://www.selecthub.com/p/epm-software/kepion/)

 87 

Integration and Extensibility

[ $1,800Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469&price=5) 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Kepion&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6/resources/normal/logo.png?1693317469)) 

Medium & large companies 

Cloud, On-Premise 

[ Read Review](https://www.selecthub.com/p/epm-software/kepion/) 

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## All EPM Software 

Showing 1 - 20 of 25 Products 

Sort by 

Most Popular Starting Price (Low to High) Starting Price (High to Low)  Analyst Rating User Sentiment 

[ Oracle EPM by Oracle America ](https://www.selecthub.com/p/epm-software/oracle-epm/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) 

 Oracle EPM is a comprehensive cloud-based suite of applications designed to automate and streamline core enterprise performance management processes. It caters to organizations of all sizes, particularly those seeking to gain deeper insights into financial data, improve budgeting and forecasting accuracy, and optimize operational efficiency. Key benefits include enhanced financial reporting, centralized data management, improved collaboration, and real-time visibility into performance metrics. Popular features include a user-friendly interface, advanced analytics capabilities, and integration with other Oracle Cloud applications. User reviews highlight the platform's scalability, robust functionality, and strong customer support. However, some users note the complexity of the software and the need for specialized training. Pricing varies based on the specific modules and deployment options chosen. On-premise implementations typically involve upfront licensing fees, while cloud-based subscriptions offer pay-as-you-go models. Pros Scalable Robust functionality User-friendly interface Advanced analytics Strong customer support Cons Complex software Requires specialized training High cost Limited customization options Integration challenges

Best For: 

Overall Capital Expenditure Planning Cash Management Financial Consolidation and Reconciliation Integration and Extensibility Planning, Budgeting,and Forecasting Platform Capabilities Project Planning Sales Planning Workforce Planning 

Start Price: [ $250Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Oracle+EPM&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/c3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c/resources/normal/logo.png?1693316843)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

87% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 100 

[Visit Site](https://www.oracle.com/performance-management/) 

Compare (up to 5 products) 

[ Anaplan by Anaplan ](https://www.selecthub.com/p/epm-software/anaplan/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053&price=5) 

 Anaplan offers flexibility against all market circumstances with practical plans and budgets. It assesses real-time choices and trade-offs for thorough analyses. Leverage up-to-date internal and external information to better review production and predict numerous situations.Its top modules include finance, marketing, supply chain and sales. Build, model and maximize compensation strategies to meet or exceed client desires. It also manages supply chain trends in one centralized hub. 

Best For: 

Financial Consolidation and Reconciliation Platform Capabilities Project Planning Sales Planning 

Start Price: [ $20,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Anaplan&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5/resources/normal/logo.png?1693319053)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

88% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 94 

[Visit Site](https://www.anaplan.com/) 

Compare (up to 5 products) 

[ Adaptive Planning by Workday, Inc ](https://www.selecthub.com/p/epm-software/adaptive-planning/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678&price=5) 

 Adaptive Planning expedites planning, modeling, budgeting and prediction for enhanced decision making. It's suitable for all industries and available on the cloud. Establish benchmarks and initiate balanced boundaries.Top modules include balance sheet cash flow, revenue, expense management, workforce modeling and capital management. It can improve precise budgeting and planning operations and assess numerous data set situations. It also facilitates company housekeeping and leaders to maximize a healthy working atmosphere. 

Best For: 

Integration and Extensibility 

Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Adaptive+Planning&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9/resources/normal/logo.png?1693316678)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

85% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 94 

[Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) 

Compare (up to 5 products) 

[ Adaptive Insights by Adaptive Insights ](https://www.selecthub.com/p/epm-software/adaptive-insights/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Adaptive%2BInsights&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F80a8155eb153025ea1d513d0b2c4b675-846b4b531f93d41523516ffac2be6b5d%2Fresources%2Fnormal%2Flogo.png%3F1693316430) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BInsights&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F80a8155eb153025ea1d513d0b2c4b675-846b4b531f93d41523516ffac2be6b5d%2Fresources%2Fnormal%2Flogo.png%3F1693316430&price=5) 

 Adaptive Insights (acquired by Workday) is an enterprise planning SaaS solution that enables companies to effectively manage their finances, more accurately prepare for the future and make better decisions. It can pull source data from multiple sources to ensure that insights are accurate and remain up-to-date. It can visualize KPIs and create reports for easy sharing and distribution. It empowers collaborative financial, workforce and sales planning with business agility throughout any enterprise. Following its acquisition by Workday in 2018, it has rebranded to Workday Adaptive Planning. The vendor offers flexible pricing options for organizations of various sizes, with three types of role-based licenses or “seats” available: Full, Contributor and View. 

Start Price: [ $5,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BInsights&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F80a8155eb153025ea1d513d0b2c4b675-846b4b531f93d41523516ffac2be6b5d%2Fresources%2Fnormal%2Flogo.png%3F1693316430&price=5) 

Free Trial: 

No 

Good For: 

Medium companies 

Deployment: 

Cloud 

User Sentiment: 

91% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) 

Compare (up to 5 products) 

[ OneStream by OneStream Software ](https://www.selecthub.com/p/epm-software/onestream/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=1) 

 OneStream makes use of single, extensible software to unify corporate performance management processes such as planning, reporting, consolidation and analytics in the cloud or on-premise. It reduces the learning curve and makes data integration simpler by providing one location for all financial needs. A market-leading CPM 2.0 solution, it simplifies and unifies financial consolidation and data quality. Businesses can reduce the total cost of ownership and replace multiple legacy systems by modernizing financial processes. It gives teams the freedom to spend less time on system maintenance and data integration and more time on value-added tasks that drive business performance. 

Start Price: [ $8Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=1) 

Free Trial: 

No 

Good For: 

Any company size 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

94% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 91 

[Visit Site](https://www.onestreamsoftware.com/) 

Compare (up to 5 products) 

[ Prophix by Prophix ](https://www.selecthub.com/p/epm-software/prophix/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241&price=5) 

 Prophix is a cloud-based corporate performance management software that helps with budgeting, forecasting, planning and reporting. A spreadsheet-style interface organizes information and allows users to evaluate financial data. Clients can manage cash flow statements, budgeting and balance sheets. A data analytics tool can be deployed both through the cloud or on-premise. Its modules support financial and non-financial operations, including saving data and activity-based methodologies. Automate the budget submission and review process by capturing data from the general ledger and running data analytics via the cloud. 

Best For: 

Capital Expenditure Planning Integration and Extensibility 

Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Prophix&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210/resources/normal/logo.png?1749006241)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

91% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 91 

[Visit Site](https://www.prophix.com/) 

Compare (up to 5 products) 

[ Essbase by Oracle America ](https://www.selecthub.com/p/epm-software/essbase/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Essbase&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fe924517087669cf201ea91bd737a4ff4-9080b701d39e037da6428a1e6086199f%2Fresources%2Fnormal%2Flogo.png%3F1693316997) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Essbase&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fe924517087669cf201ea91bd737a4ff4-9080b701d39e037da6428a1e6086199f%2Fresources%2Fnormal%2Flogo.png%3F1693316997&price=2) 

 Essbase is a cloud-based enterprise performance management (EPM) solution designed for organizations of all sizes. It helps businesses automate and streamline financial consolidation, budgeting, planning, and forecasting processes. Key benefits include improved data accuracy and consistency, faster time to close, and better decision-making. Popular features include multi-dimensional analysis, workflow management, and integration with other enterprise applications. User reviews highlight its scalability, ease of use, and robust reporting capabilities. Pricing starts at a monthly subscription fee per user, with additional fees depending on features and storage requirements. Pros Scalable Easy to use Robust reporting Fast consolidation Improved data accuracy Cons Limited customization Steep learning curve for advanced features High cost Limited integration with other applications Not ideal for small businesses

Start Price: [ $80Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Essbase&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fe924517087669cf201ea91bd737a4ff4-9080b701d39e037da6428a1e6086199f%2Fresources%2Fnormal%2Flogo.png%3F1693316997&price=2) 

Free Trial: 

No 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

82% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://www.oracle.com/business-analytics/essbase.html) 

Compare (up to 5 products) 

[ Tagetik by Tagetik Software ](https://www.selecthub.com/p/epm-software/tagetik/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) 

 Tagetik is a broad all-in-one financial ERP with various modules such as budgeting, planning and forecasting, financial reporting, disclosure management, compliance regulatory reporting and more.It runs on a unified apparatus that fuses finances and operations while facilitating consolidations and closes, scheduling, analytics and documentation, disclosures and compliance. Its deployments include cloud and on-premise. 

Best For: 

Capital Expenditure Planning Cash Management 

Start Price: [ $50,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Tagetik&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8/resources/normal/logo.png?1693317548)) 

Good For: 

Any company size 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

90% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 91 

[Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) 

Compare (up to 5 products) 

[ Jirav by Jirav ](https://www.selecthub.com/p/epm-software/jirav/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Jirav&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F503e7dbbd6217b9a591f3322f39b5a6c-0d3958f47c9e5f70f4fe29b4e0ebc2f8%2Fresources%2Fnormal%2Flogo.png%3F1693319235) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jirav&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F503e7dbbd6217b9a591f3322f39b5a6c-0d3958f47c9e5f70f4fe29b4e0ebc2f8%2Fresources%2Fnormal%2Flogo.png%3F1693319235&price=5) 

 Jirav streamlines financial and analytical procedures with in-depth financial modeling. Efficient bookkeeping modules boost profitability. Construct growth predictions and gauge actuals against projections with more precision.Centralize numerous KPIs to effectively craft budgets and predictions. It allocates plans, files and dashboards to specific editors and other users for simplified feedback. Budget, report, and dashboard and plan are top features. 

Best For: 

Cash Management Project Planning Workforce Planning 

Start Price: [ $20,000Annually, Quote-Based ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jirav&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F503e7dbbd6217b9a591f3322f39b5a6c-0d3958f47c9e5f70f4fe29b4e0ebc2f8%2Fresources%2Fnormal%2Flogo.png%3F1693319235&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Jirav&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/503e7dbbd6217b9a591f3322f39b5a6c-0d3958f47c9e5f70f4fe29b4e0ebc2f8/resources/normal/logo.png?1693319235)) 

Good For: 

Any company size 

Deployment: 

Cloud 

User Sentiment: 

94% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 82 

[Visit Site](https://www.jirav.com/) 

Compare (up to 5 products) 

[ SAP Analytics Cloud by SAP, Inc. ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531&price=2) 

 SAP Analytics Cloud (SAC) is a software-as-a-service built on the SAP Business Technology Platform. It’s the driving force behind SAP’s data services, especially its financial planning and consolidation offerings and makes the cut for the top ten products on our leaderboard. The platform provides accessible dashboards that meet WCAG 2.1 standards, AI-powered forecasting with Smart Predict and natural-language querying through conversational insights. It also simplifies data prep with automated joins and smart data typing, and helps you understand what’s driving your numbers with key driver analysis and smart discovery. SAP Analytics Cloud connects to Apache Hive, Spark, Informatica, Marketo, Pardot, Eloqua, MailChimp, SurveyMonkey, PayPal, Stripe, Square, SQL Server, MySQL and PostgreSQL. SAP Analytics uses ERP, eCommerce, CRM, marketing, project management, SEO and NoSQL data by relying on partner integrations. The SAP Business Intelligence plan is for you if simple reporting is what you need. The vendor prices it at $36 per user monthly. You can boost sales by identifying underperforming products and regions and improve products and services by analyzing customer behavior and purchasing trends. You can opt for the Planning edition to create realistic budgets with accurate predictions at a cost of $14,100 per user annually. Allocating resources where they’re needed cuts down costs, and improved inventory management helps prevent unpleasant surprises, like extra overhead, due to stockouts or overstocking. The Digital Boardroom is what it sounds like — a meeting-style presentation module with a responsive design and compelling dashboards. It’ll cost extra even if you have the enterprise edition. The vendor offers a 30-day trial extendable up to 60 additional days, though you won’t be able to test its AI features unless you upgrade. Usage statistics are available to administrators on the Analytics Hub. A mobile app is available, though browser access on mobile isn’t supported, except for Safari on iOS. User reviews praise SAP Analytics for its visual storytelling and analytics, though most people say they need tech support for complex data modeling tasks and generating reports. Our Research Process for SAP Analytics I relied on the free trial to test SAC’s story and data analyzer modules. My focus areas included key buyer concerns, such as ease of use, data visualization and insight sharing. I also referred to the BI data in our selection platform to see how SAP Analytics Cloud compared to other top BI products, including Tableau, Spotfire, Cognos Analytics and SAS Visual Analytics. YouTube videos were my primary go-to’s. Also, I used in-house data compiled from in-depth market research, RFIs, user reviews, vendor outreach and product documentation. 

Best For: 

Sales Planning 

Start Price: [ $36Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531&price=2) 

Free Trial: 

 30 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=SAP+Analytics+Cloud&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611/resources/normal/logo.png?1735673531)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

84% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 88 

[Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) 

Compare (up to 5 products) 

[ Jedox by Jedox, Inc. ](https://www.selecthub.com/p/epm-software/jedox/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026&price=3) 

 Jedox is a solution that helps organizations optimize business processes such as budgeting and forecasting through efficient planning, analysis and reporting. Easy to set up and maintain, it has the flexibility to seamlessly integrate with other sources and be tailored to specific needs and industry requirements. Through intuitive user interfaces as well as mobile accessibility, employees of all technical skill levels can work with data on a self-service basis. It provides flexible deployment options, including SaaS, public or private cloud, on-premises and hybrid.There are four pricing plans which fulfill the varying requirements of different organizations: Essential, Business, Professional and Performance. Suitable for companies of any size, it can help small and midsize businesses make the jump from spreadsheets to a method of more accurately and transparently planning for the future. It also assists global enterprises in centralizing and streamlining their operations for greater efficiency. 

Best For: 

Sales Planning 

Start Price: [ $160Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026&price=3) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Jedox&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/af44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569/resources/normal/logo.png?1693317026)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

88% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 90 

[Visit Site](https://www.jedox.com/) 

Compare (up to 5 products) 

[ Kepion by Kepion Solution ](https://www.selecthub.com/p/epm-software/kepion/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469&price=5) 

 Kepion streamlines company-wide planning and analysis to improve decision-making. Its primary modules include finance, sales, IT and workforce. It aligns plans with business objectives to simplify workflows.It enables operation and data modeling for what-if situations. Dig deep into reports for supply chain and KPI evaluations. It also tracks information revisions in real time. 

Best For: 

Integration and Extensibility Project Planning 

Start Price: [ $1,800Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Kepion&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6/resources/normal/logo.png?1693317469)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

88% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 87 

[Visit Site](https://www.kepion.com/) 

Compare (up to 5 products) 

[ SAP Profitability and Performance Management by SAP ](https://www.selecthub.com/p/epm-software/sap-papm/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=SAP%2BProfitability%2Band%2BPerformance%2BManagement&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff772996dd0a20edc601519815e416e8d-4704e61d9541e046297818b8bbb8f845%2Fresources%2Fnormal%2Flogo.png%3F1721063579) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BProfitability%2Band%2BPerformance%2BManagement&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff772996dd0a20edc601519815e416e8d-4704e61d9541e046297818b8bbb8f845%2Fresources%2Fnormal%2Flogo.png%3F1721063579&price=3) 

SAP Profitability and Performance Management is a sophisticated software solution designed to enhance enterprise performance management (EPM) and financial planning and analysis (FP&A). It excels in providing detailed insights into profitability and operational performance, making it ideal for large enterprises and organizations with complex financial structures. This software is particularly beneficial for industries that require granular financial analysis and strategic planning, such as manufacturing, finance, and retail. The software offers a plethora of features, including advanced data modeling, real-time analytics, and scenario planning. These capabilities enable users to make informed decisions, optimize resource allocation, and improve overall financial health. Users appreciate its robust integration with other enterprise systems, which streamlines data consolidation and reporting processes. Compared to similar products, SAP Profitability and Performance Management stands out for its comprehensive functionality and scalability. However, pricing details are typically customized based on the specific needs of the organization, so it's advisable to contact SelectHub for a tailored quote.

Start Price: [ Custom Quote i  SAP Profitability and Performance Management doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BProfitability%2Band%2BPerformance%2BManagement&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff772996dd0a20edc601519815e416e8d-4704e61d9541e046297818b8bbb8f845%2Fresources%2Fnormal%2Flogo.png%3F1721063579&price=3) 

Free Trial: 

No 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

75% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://www.sap.com/products/financial-management/profitability-and-performance-management.html) 

Compare (up to 5 products) 

[ Quantrix by Quantrix ](https://www.selecthub.com/p/epm-software/quantrix/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Quantrix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdbc6904b9ae5239ad74f90306daae0ad-d2bb9299b5634f45ff1d237bb63827d5%2Fresources%2Fnormal%2Flogo.png%3F1749492992) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Quantrix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdbc6904b9ae5239ad74f90306daae0ad-d2bb9299b5634f45ff1d237bb63827d5%2Fresources%2Fnormal%2Flogo.png%3F1749492992&price=2) 

 Quantrix is a versatile software tool designed to simplify complex financial modeling and enterprise performance management tasks. It uses a unique model-based approach that allows users to build flexible, scalable models without the constraints of traditional spreadsheet structures. This makes it especially valuable for finance professionals, analysts, and managers who need to forecast, budget, and analyze data efficiently. Best suited for medium to large-sized organizations across various industries such as finance, manufacturing, and healthcare, Quantrix offers robust capabilities that cater to the nuanced needs of these sectors. Its intuitive interface and powerful modeling features reduce the time spent on data manipulation, enabling teams to focus on insightful decision-making. What sets Quantrix apart is its ability to handle multidimensional data seamlessly, providing users with dynamic views and interactive scenarios that enhance analytical precision. Users appreciate the software’s flexibility, enabling them to adapt models quickly as business needs evolve. Additionally, Quantrix integrates smoothly with other tools, facilitating a cohesive workflow. Compared to other solutions, Quantrix stands out through its strong emphasis on ease of use combined with depth of functionality, offering a balanced solution that doesn't sacrifice power for simplicity. Pricing is tailored based on the number of users and specific needs, typically structured on a subscription basis, making it accessible for growing organizations looking for scalable options. 

Start Price: [ Custom Quote i  Quantrix doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Quantrix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdbc6904b9ae5239ad74f90306daae0ad-d2bb9299b5634f45ff1d237bb63827d5%2Fresources%2Fnormal%2Flogo.png%3F1749492992&price=2) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Quantrix&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/dbc6904b9ae5239ad74f90306daae0ad-d2bb9299b5634f45ff1d237bb63827d5/resources/normal/logo.png?1749492992)) 

Good For: 

Any company size 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

74% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://quantrix.com/) 

Compare (up to 5 products) 

[ IBM Planning Analytics by IBM ](https://www.selecthub.com/p/epm-software/ibm-planning-analytics/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=IBM%2BPlanning%2BAnalytics&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fbd853b475d59821e100d3d24303d7747-f6f8b6d28288fb058a535ddc4e24bb20%2Fresources%2Fnormal%2Flogo.png%3F1693317463) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=IBM%2BPlanning%2BAnalytics&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fbd853b475d59821e100d3d24303d7747-f6f8b6d28288fb058a535ddc4e24bb20%2Fresources%2Fnormal%2Flogo.png%3F1693317463&price=4) 

 IBM Planning Analytics is a multidimensional in-memory database for analytics and planning. Part of the IBM Analytics Suite and powered by TM1, it provides forecasting, budgeting and reporting at an enterprise scale through data compression. With all data connected to a central hub, it enables collaborative planning with workflow approvals and review protocols in place. Enterprises perform OLAP analysis faster through in-memory technology.Integrating with Microsoft Excel, it gives businesses the ease and familiarity of working with spreadsheets with the power of an enterprise database. With automated time-series modeling, it enables self-service predictive analysis. The vendor offers a 30-day free trial. 

Start Price: [ $825Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=IBM%2BPlanning%2BAnalytics&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fbd853b475d59821e100d3d24303d7747-f6f8b6d28288fb058a535ddc4e24bb20%2Fresources%2Fnormal%2Flogo.png%3F1693317463&price=4) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=IBM+Planning+Analytics&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/bd853b475d59821e100d3d24303d7747-f6f8b6d28288fb058a535ddc4e24bb20/resources/normal/logo.png?1693317463)) 

Good For: 

Large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

87% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://www.ibm.com/products/planning-analytics) 

Compare (up to 5 products) 

[ StratPlan by Global Business Consultants ](https://www.selecthub.com/p/epm-software/stratplan/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=StratPlan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fd5bb9cf6866fa9b987b5b64c6c28f1f3-e7b10a59f9f90302f43b01b5c3268f55%2Fresources%2Fnormal%2Flogo.png%3F1749494616) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=StratPlan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fd5bb9cf6866fa9b987b5b64c6c28f1f3-e7b10a59f9f90302f43b01b5c3268f55%2Fresources%2Fnormal%2Flogo.png%3F1749494616&price=2) 

StratPlan is a robust software solution designed to streamline enterprise performance management tasks such as planning, budgeting, forecasting, and performance tracking. It offers a user-friendly interface that allows organizations to create customizable dashboards, providing real-time insights into their operations. This makes it especially beneficial for midsize to large companies across diverse industries like manufacturing, services, and healthcare, where comprehensive performance oversight is crucial. One of the standout advantages of StratPlan is its seamless integration capabilities, allowing it to work effortlessly with existing systems and data sources. This ensures that users can maintain a cohesive workflow without the hassle of managing multiple disconnected tools. Additionally, its real-time analytics empower decision-makers with timely information, enhancing strategic planning and operational efficiency. StratPlan is often praised for its flexibility and depth, offering advanced financial modeling and detailed reporting tools that cater to complex business needs. Compared to similar EPM solutions, it provides a more intuitive user experience and greater customization options, making it a favorite among organizations seeking tailored performance management. While specific pricing details are typically customized based on the organization's requirements, StratPlan is known for delivering substantial value through its comprehensive feature set and reliable support. 

Start Price: [ Custom Quote i  StratPlan doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=StratPlan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fd5bb9cf6866fa9b987b5b64c6c28f1f3-e7b10a59f9f90302f43b01b5c3268f55%2Fresources%2Fnormal%2Flogo.png%3F1749494616&price=2) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=StratPlan&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/d5bb9cf6866fa9b987b5b64c6c28f1f3-e7b10a59f9f90302f43b01b5c3268f55/resources/normal/logo.png?1749494616)) 

Good For: 

Any company size 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

89% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://www.globalbusinessconsultants.com.au/) 

Compare (up to 5 products) 

[ Infor dEPM by Infor ](https://www.selecthub.com/p/epm-software/infor-depm/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Infor%2BdEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F3d2c3ec9b0b199a105b514368ca8a8db-ee97e753249a604aabb5238cf24def7a%2Fresources%2Foriginal%2Flogo.svg%3F1749494934) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Infor%2BdEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F3d2c3ec9b0b199a105b514368ca8a8db-ee97e753249a604aabb5238cf24def7a%2Fresources%2Foriginal%2Flogo.svg%3F1749494934&price=2) 

Infor dEPM is a comprehensive tool designed to streamline enterprise performance management tasks such as budgeting, forecasting, and financial reporting. It offers businesses the ability to plan and analyze their financial data efficiently, providing clear insights to support strategic decision-making. This software is particularly well-suited for medium to large organizations across various industries like manufacturing, healthcare, and retail, where complex financial processes are common. One of the standout benefits of Infor dEPM is its seamless integration with other Infor applications, allowing for a unified approach to managing business operations. Users appreciate its intuitive interface and robust analytics capabilities, which make it easier to visualize performance metrics and identify trends. Additionally, the software offers customizable dashboards and real-time reporting, enabling organizations to respond swiftly to changing market conditions. Compared to similar solutions, Infor dEPM is often praised for its flexibility and scalability, accommodating the evolving needs of growing businesses. User experiences highlight its reliable support and the ability to tailor the system to specific business requirements. While pricing details are typically provided upon request, Infor dEPM is considered a valuable investment for companies seeking a robust and adaptable performance management solution. 

Start Price: [ Custom Quote i  Infor dEPM doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Infor%2BdEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F3d2c3ec9b0b199a105b514368ca8a8db-ee97e753249a604aabb5238cf24def7a%2Fresources%2Foriginal%2Flogo.svg%3F1749494934&price=2) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Infor+dEPM&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/3d2c3ec9b0b199a105b514368ca8a8db-ee97e753249a604aabb5238cf24def7a/resources/original/logo.svg?1749494934)) 

Good For: 

Large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

75% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://www.infor.com/) 

Compare (up to 5 products) 

[ idu-Concept by IDU ](https://www.selecthub.com/p/epm-software/idu-concept/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=idu-Concept&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F18fc72d8b8aba03a4d84f66efabce82e-9599640c456def385069966cb7d4f710%2Fresources%2Fnormal%2Flogo.png%3F1693317555) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=idu-Concept&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F18fc72d8b8aba03a4d84f66efabce82e-9599640c456def385069966cb7d4f710%2Fresources%2Fnormal%2Flogo.png%3F1693317555&price=2) 

 IDU Concept offers real-time company-wide financial data via the internet. It streamlines the budgeting process and simplifies mundane processes. It's also available for the cloud or on-premise deployments.Financial budgeting, forecasting, reporting, sales planning, fixed asset management and financial management are its top features. It automates processes to reduce budget cycles from months to weeks. It also effortlessly supervises machinery and other assets. 

Start Price: [ $50Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=idu-Concept&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F18fc72d8b8aba03a4d84f66efabce82e-9599640c456def385069966cb7d4f710%2Fresources%2Fnormal%2Flogo.png%3F1693317555&price=2) 

Free Trial: 

No 

Good For: 

Medium & large companies 

Deployment: 

Cloud, On-Premise 

User Sentiment: 

88% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

Analyst Score

i 

Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box).

 68 

[Visit Site](https://www.idusoft.com/budgeting-forecasting-and-reporting) 

Compare (up to 5 products) 

[ Rocket CorVu by Rocket Software, Inc. ](https://www.selecthub.com/p/epm-software/rocket-corvu/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Rocket%2BCorVu&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F769ac34a4012ab69c069de0bab7d9e81-1bb87d41d15fe27b500a4bfcde01bb0e%2Fresources%2Fnormal%2Flogo.png%3F1693317462) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Rocket%2BCorVu&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F769ac34a4012ab69c069de0bab7d9e81-1bb87d41d15fe27b500a4bfcde01bb0e%2Fresources%2Fnormal%2Flogo.png%3F1693317462&price=3) 

 Rocket CorVu is an analytics solution that transforms raw data into meaningful intelligence and data visualizations that inform better decision-making. Users can establish and maintain up-to-date visibility of enterprise data through dashboards and reports. The main offering is CorVu NG, while the company also offers five additional components: CorBusiness, CorStrategy, CorRisk, Rocket HyperVu and Rocket CorPortfolio. Working together, they simplify and speed up performance management and centralized reporting for organizations of all sizes. Originally founded in 1990 in Sydney, Australia, Rocket acquired it in 2007.

Start Price: [ Custom Quote i  Rocket CorVu doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Rocket%2BCorVu&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F769ac34a4012ab69c069de0bab7d9e81-1bb87d41d15fe27b500a4bfcde01bb0e%2Fresources%2Fnormal%2Flogo.png%3F1693317462&price=3) 

Free Trial: 

No 

Good For: 

Any company size 

Deployment: 

On-Premise 

User Sentiment: 

76% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://www.rocketsoftware.com/en-us/products/corvu) 

Compare (up to 5 products) 

[ Vena by Vena Solutions, Inc. ](https://www.selecthub.com/p/fp-and-a-software/vena/) 

[Request Demo](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=Vena&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0da474fc8e382f9c6d6d774bb433339a-014668f464eed0e5cef1c623c6e5841c%2Fresources%2Fnormal%2Flogo.png%3F1693317728) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Vena&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0da474fc8e382f9c6d6d774bb433339a-014668f464eed0e5cef1c623c6e5841c%2Fresources%2Fnormal%2Flogo.png%3F1693317728&price=5) 

Vena is a cloud-based platform designed to streamline financial close and consolidation processes for businesses. It caters to mid-sized and large organizations, particularly those with complex account structures and diverse reporting requirements. Key benefits include centralized data management, automated workflows, and real-time reporting capabilities, which contribute to improved accuracy, efficiency, and transparency in financial operations. Popular features include its user-friendly interface, robust data reconciliation tools, and flexible reporting formats. User reviews highlight Vena's ability to significantly reduce manual tasks, improve collaboration between finance teams, and generate consolidated reports quickly. However, some users note the occasional occurrence of technical glitches and limited customization options. Pricing is based on a subscription model, with varying tiers depending on the number of users, functionality required, and data volume. Costs are typically in the range of $5,000 to $25,000 per year, billed annually.

Start Price: [ $5,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Vena&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0da474fc8e382f9c6d6d774bb433339a-014668f464eed0e5cef1c623c6e5841c%2Fresources%2Fnormal%2Flogo.png%3F1693317728&price=5) 

Free Trial: 

 Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Vena&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/0da474fc8e382f9c6d6d774bb433339a-014668f464eed0e5cef1c623c6e5841c/resources/normal/logo.png?1693317728)) 

Good For: 

Medium & large companies 

Deployment: 

Cloud 

User Sentiment: 

86% of users recommend this product 

i 

Based on user reviews collected from popular reviews sites.

[Visit Site](https://venasolutions.com/) 

Compare (up to 5 products) 

* <
* 1
* 2
* \>

### Guide Contents

* [Executive Summary](#bg-heading-1)
* [Deployment Methods](#bg-heading-2)
* [Primary Benefits](#bg-heading-3)
* [Implementation Goals](#bg-heading-4)
* [Basic Features & Functionality](#bg-heading-5)
* [Advanced Features & Functionality](#bg-heading-6)
* [Current & Upcoming Trends](#bg-heading-7)
* [Software Comparison Strategy](#bg-heading-8)
* [Cost & Pricing Consideration](#bg-heading-9)
* [Questions to Ask Yourself](#bg-heading-10)
* [Questions to Ask Vendors](#bg-heading-11)
* [In Conclusion](#bg-heading-12)

Related Categories

[CPM Software](https://www.selecthub.com/c/cpm-software/) [FP&A Software](https://www.selecthub.com/c/fp-and-a-software/) 

List Your Product

Thousands of buyers are researching their next purchase. Ensure they find you by claiming your product profile now.

[Claim Product Listing]( https://pmo.selecthub.com/claim-your-product/) 

## EPM Software Buyer's Guide

 <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" "http://www.w3.org/TR/REC-html40/loose.dtd"> <?xml encoding="utf-8" ?>

**EPM Software is All About Showcasing Data and Making Wiser Decisions** 

By Khaleel Hayes, Technical Content Writer at SelectHub

![EPM Software BG Intro Header]()

Obtaining vital data and KPIs is only half the battle. You have to process this information and comprehend how to best use it for the future. EPM software can answer these and other questions:

* What worked?
* What didn't work?
* How do you resolve existing bottlenecks?
* What's your client demand?

EPM software is the best way to help resolve all these questions and better manage this information overload. This buyer's guide covers everything enterprise performance management. It'll highlight top features, benefits, industry trends and the top products on the market. 

### Executive Summary

* An EPM application improves all company sectors with thorough data analyses and KPI measuring.
* Some of this software's advantages include automation, centralizing departments and expediting operations.
* Forecasting/planning, financial consolidation, reporting, 24/7 insight access and modeling are some standard EPM features.
* Relevant EPM market trends include the cloud, mobility, big data and artificial intelligence (AI).
* Company sizes, deployment options, add-on modules and brand new software are some of the top pricing considerations to mull over.
**What This Guide Covers:** 
* [Deployment Methods](#2)
* [Primary Benefits](#3)
* [Implementation Goals](#4)
* [Basic Features & Functionality](#5)
* [Advanced Features & Functionality](#6)
* [Current & Upcoming Trends](#7)
* [Software Comparison Strategy](#8)
* [Cost & Pricing Considerations](#9)
* [Questions to Ask Yourself](#11)
* [Questions to Ask Vendors](#12)
* [In Conclusion](#13)

### Deployment Methods

There are several deployment methods to consider when choosing the best EPM software. Cloud and on-premise are the most popular.

The cloud enables you to access the program from a vendor's or third-party server instead of hosting it on your computer hard drives, saving space and implementation time. You also open the door for mobility and access the platform on your phone, tablet or other mobile devices. Mobility also provides real-time updates, so you and your team are always in the loop.

Vendors are also in charge of providing updates and keeping your data safe with several security methods. These tactics include multi-factor authentication, [data encryption](https://www.ibm.com/topics/encryption), access levels and more. This deployment option is ideal if you're a large organization that's always on the move.

On-premise or legacy systems permit you to host the platform on your company computers. You're in charge of keeping the solution up to date and maintaining your hardware. This deployment choice is best for start-ups or small businesses. It's also suitable for companies with one location and doesn't have to oversee countless regions nationwide or abroad.

### Primary Benefits

This application comes with several perks to maximize efficiency.

![Benefits of EPM Software]()

#### Automates Processes

By automating reporting, budgeting and other workflows, you save time for other vital responsibilities. When you get high-priority jobs handled, you increase productivity and save money.

#### Links Departments

Similar to an ERP system, EPM software unifies CRM, HR and other sectors within your business to ensure everyone is on the same page when changes occur. For example, if you made a new budget for the year, you can share that with everyone, so they're aware of upcoming changes.

#### Accelerates the Process

This system boosts every stage of the EPM cycle, such as planning, budgeting, reporting, advanced analytics, etc. Expediting these processes, you garner data and make better decisions faster. 

### Implementation Goals

No matter what your goa — whether to eliminate a spreadsheet system or replace your traditional model — businesses need to implement robust invoice automation software. Below, you’ll find a list of goals to achieve through implementation.

| **Goal 1** Garnering the Ideal KPIs          | To implement this system and not gather KPI insights and other vital insights is a waste of time and effort. Some [examples](https://www.kepion.com/blog/kpis-essential-component-enterprise-performance-managementskpi) include days sales outstanding (DSO), working capital, inventory turnover, net profit margin and [gross profit margin](https://www.investopedia.com/terms/g/gross%5Fprofit%5Fmargin.asp).                                                                                                                                                                                                                                                              |
| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Goal 2** Coordinate with Other Departments | Keeping your entire company on the same page cannot be stressed enough. You don't want to go left while the rest of your staff think you're going right. Centralization and real-time notifications enable you and your team to receive and follow new budgets and strategies for the future.                                                                                                                                                                                                                                                                                                                                                                                   |
| **Goal 3** Functionality and Ease of Use     | Whether you're brand new to the [software selection process](https://www.selecthub.com/miscellaneous/technology-selection/software-selection-tips/) or you're in search of a new system, it's critical to take a test drive of this new platform. Asking vendors for demos, proofs-of-concept (POCs), use cases or even free trials allow you to comprehend what the system can do. You wouldn't drive a car off the lot before testing it, right? This principle also applies to EPM software. Create a requirements list to know what you're looking for, and ask vendors if they offer these modules out of the box. Then ask for demos, and score each feature accordingly. |
| **Goal 4** Reasonable Cost                   | Programs vary in price depending on accessories, company sizes, deployment options and other factors. Establish and stick to a solid budget for your [total cost of ownership (TCO)](https://www.investopedia.com/terms/t/totalcostofownership.asp). Deliberate with your selection committee on the must-have features for each department.                                                                                                                                                                                                                                                                                                                                    |
| **Goal 5** Easy Implementation Process       | Once you've found the right system, it's time to implement it. The [implementation process](https://www.selecthub.com/enterprise-resource-planning/whats-best-way-implement-erp/) consists of migrating data, training, testing, going live and post-go-live tasks. Following these steps to a tee ensures a smooth implementation and ensures your software works correctly. If errors arise, you can catch and rectify them early.                                                                                                                                                                                                                                            |

### Basic Features & Functionality

| Forecasting/Planning    | Prepare for the future with effective estimating and planning tools to craft and cement budgets for specific months, quarters or years.                                                |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Financial Consolidation | Merge financial processes into one centralized place to access budgets, reports, transactions, general ledgers and more instead of searching across multiple bookkeeping applications. |
| Reporting               | Craft in-depth reports such as sales performance by location, management information dashboard, profit and loss, etc. swiftly.                                                         |

### Advanced Features & Functionality

| Human Capital Management (HCM) Reports | [HCM](https://www.adp.com/resources/articles-and-insights/articles/w/what-is-human-capital-management.aspx) deals with hiring, supervising and maximizing employee efficiency. Obtain thorough files on recruitment, payroll, [time and attendance](https://www.selecthub.com/category/hris/time-and-attendance/), talent management, compliances and more. |
| -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 24/7 Insight Access                    | Access data in real time on all mobile devices such as phones, laptops and tablets. You can review and manage estimates in and out of the office.                                                                                                                                                                                                           |
| Modeling                               | Conduct what-if analyses to craft realistic estimates against ever-changing customer demand.                                                                                                                                                                                                                                                                |

### Current & Upcoming Trends

You might get a little nervous reading this section because of many existing trends. You're not sure if this technology is even worth implementing because it sounds like something from a sci-fi movie. But we'll go over a few EPM trends, and you can decide whether they're suitable for your business. Like software, you need a technological direction that aligns with your operations.

#### The Cloud and Mobility

[MarketsandMarkets](https://www.marketsandmarkets.com/Market-Reports/cloud-computing-market-234.html) predicts that the global cloud computing market will reach $947.3 billion by 2026\. The cloud shows no signs of slowing down. You gain real-time information from virtually any location with a strong internet signal. What more could you need? You don't even have to host it on your company computers and servers, saving you plenty of space.

![EPM Software Cloud and Mobility Stat]()

#### Big Data

Think of big data as an ocean with vast information sets. These different data bodies permit you to find trends for specific products, customer demand, success and failure rates and more. It's like having a giant digital library at your fingertips, making big data the perfect asset for EPM software. Manufacturing also leverages this trend.

![Cloud and Mobility Stat]()

[StrategyR](https://www.strategyr.com/market-report-big-data-forecasts-global-industry-analysts-inc.asp) expects the global big data market to hit $234.6 billion in 2026.

#### Artificial Intelligence (AI)

![AI Stat]()

Lastly, AI is everywhere, from Alexa telling you the weather to automating workflows in [ERP](https://www.selecthub.com/enterprise-resource-planning/erp-trends/), [accounting](https://www.selecthub.com/enterprise-resource-planning/accounting/accounting-automation/) and [manufacturing](https://www.selecthub.com/manufacturing/manufacturing-trends/) solutions. It can also utilize machine learning, [robotic processing automation](https://www.uipath.com/rpa/robotic-process-automation) and natural language processing to keep productivity running 24/7, learn certain operations to accomplish tasks better and recognize human speech.

[Mordor Intelligence](https://www.mordorintelligence.com/industry-reports/global-artificial-intelligence-market) predicts the global AI market will reach $185.17 billion by 2026.

### Software Comparison Strategy

Once you've developed a solid list of requirements that you and your team need, it's time to compare vendors.

At SelectHub, we have a number scale where we rank modules from 100 (meaning the module is available out of the box) or 0 (the feature is not supported out of the box). When you compare numbers across various vendors, you'll get an idea of who you want to choose for a demo, POC or use case.

### Cost & Pricing Consideration

As aforementioned in the top implementation goals, several factors affect an EPM software's TCO.

#### Company Size

How big is your organization? Or better yet, how much growth do you expect in the next three to five years? Are you looking to upscale or downsize? Most platforms cater to specific sizes or offer scalability features to align with a surge in employees, machinery, departments or locations. You wouldn't want to invest in an enterprise application when you only have 50 to 100 employees.

Likewise, you wouldn't want a mid-sized or small application for a massive enterprise like Amazon, Microsoft, Apple or the like.

#### Deployment

On-premise or cloud deployment options also play a role in your TCO. Cloud deployments typically offer subscriptions to pick and choose from, making them less expensive. On-premise runs higher because you have to account for licensing fees. Whichever deployment option you choose, verify that it aligns with your budget and company goals.

#### A Brand New System or Add-Ons

Typically, it's a lot cheaper to invest in additional modules than brand new software. But there are instances where buying a new solution is better because your current software is an outdated legacy system, you don't own any software or your current system doesn't support your company's scalability.

On the other hand, your EPM software works great at analyzing KPIs. But you need some [CRM tools](https://www.selecthub.com/c/crm-software/) to link with your existing platform.

### Questions to Ask Yourself

Use these questions as a starting point for internal conversations:

![EPM Software Key Questions to Ask]()

* How big is your company? Are you looking to expand, downsize or stay the same in the next five years?
* What's wrong with your current software or methodology?
* Do you need a brand new system or add-on modules?
* Do you want an on-premise or cloud system?
* Which industry(ies) does your company serve?
* How much are you willing to spend on a new system?

### Questions to Ask Vendors

Use these questions as a starting point for conversations with vendors:

#### About the Software

* Is this a cloud or on-premise solution?
* Can you offer a demo, use case or POC to get a test drive of the solution?
* How easy or complex is the user interface?
* Does this system come with the modules we requested?
* Is this solution suitable for our industry and company size?
* Do you provide automatic updates and fixes for cloud systems?

#### About the Vendor

* What security measures do you use for cloud systems (multi-factor authentication, data encryption, access permissions, etc.)?
* How reliable is your customer support team?
* How long is the implementation process?
* How many successful implementations have you had in the last three months? Six months? A year?
* What payment options do you offer?
* Do you offer comprehensive training materials?

### In Conclusion

Choosing the ideal EPM software can be as complex as any Indiana Jones quest if you don't know what you need. But you need a system that aligns with your company's objectives. Hopefully, this buyer's guide sheds some light on your journey with the top features, benefits, market trends and solutions.

### Product Comparisons

Compare other EPM software products:

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## About The Contributors

 The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

[ ](https://www.selecthub.com/author/khaleel-hayes/) 

 Written By  
[Khaleel Hayes](https://www.selecthub.com/author/khaleel-hayes/) 

Technical Content Writer

Khaleel Hayes is a Technical Content Writer for SelectHub, with over 4 years of experience crafting content for manufacturing, PLM, ERP and technology selection audiences. He's also a freelance writer in his spare time. His body of work includes poetry, short plays, feature articles and film reviews either self-published or in Denver publications. He graduated with a B.A. in Journalism and an English minor from Metropolitan State University of Denver in May 2018\. When not writing, he enjoys classic movies and music, tasty burgers, tasteful bookstores, and breathtaking art and photography.

[See Full Bio](https://www.selecthub.com/author/khaleel-hayes/)

[ ](https://www.selecthub.com/author/rohit-dutta-mazumder/) 

 Technical Research By  
[Rohit Dutta Mazumder](https://www.selecthub.com/author/rohit-dutta-mazumder/) 

Senior Analyst

Hailing from the serene landscapes of Assam, India, Rohit is a seasoned professional with diverse expertise in several software categories. Armed with a Bachelor of Technology in Mechanical Engineering and an MBA in Operations Management, he brings a unique blend of technical acumen and strategic thinking to the table. His proficiency extends across dynamic fields such as Product Lifecycle Management, Hotel Management, Ecommerce, Accounting and Finance.

[See Full Bio](https://www.selecthub.com/author/rohit-dutta-mazumder/)

[ ](https://www.selecthub.com/author/k-k-shashank/) 

 Technical Review By  
[Shashank K K](https://www.selecthub.com/author/k-k-shashank/) 

Principal Analyst

After graduating with a Masters in Finance from Trinity College Dublin, K K Shashank's research and detail-oriented skills led them to SelectHub. He has diverse knowledge across various software categories like Accounting, Financial Planning and Analysis, Ecommerce, Risk Management, PLM, Insurance and more since 2020.

[See Full Bio](https://www.selecthub.com/author/k-k-shashank/)

[ ](https://www.selecthub.com/author/hunter-lowe/) 

 Edited By  
[Hunter Lowe](https://www.selecthub.com/author/hunter-lowe/) 

Content Editor

Hunter Lowe is a Content Editor, Writer and Market Analyst at SelectHub. His team covers categories that range from ERP and business intelligence to transportation and supply chain management. Hunter is an avid reader and Dungeons and Dragons addict who studied English and Creative Writing through college. In his free time, you'll likely find him devising new dungeons for his players to explore, checking out the latest video games, writing his next horror story or running around with his daughter.

[See Full Bio](https://www.selecthub.com/author/hunter-lowe/)

[ ](javascript:void%280%29) 

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