Best EPM Software

Board is a robust solution that offers analytical insights, business analytics and enterprise performance management all under the same hood. It helps key players of a company improve the effectiveness of their decision making. Its customizable and interactive dashboards give enterprises the ability to see a high-level overview of their business, as well as drill down into their KPIs to assess business performance goals. It serves mid- to large-sized companies across various industries, and its programming-free toolkit helps businesses analyze and plan with a tailored, efficient approach, irrespective of technical skill levels.

Domo is a cloud-based business management suite that accelerates digital transformation for businesses of all sizes. It performs both micro and macro-level analysis to provide teams with in-depth insight into their business metrics as well as solve problems smarter and faster. It presents these analyses in interactive visualizations to make patterns obvious to users, facilitating the discovery of actionable insights. Through shared key performance indicators, users can overcome team silos and work together across departments.

Appian is a low-code automation platform combined with full-stack automation capabilities to build apps and speed up the workflow. It maximizes resources by bringing together people, technology and data in one workflow. Designed for businesses of all sizes, it automates complicated procedures and creates custom programs on any device. Along with low code development, it offers digital process automation, intelligent business process management, and dynamic case management.

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.

AMS360 provides organizations with a single solution to manage customers, finances and complex commercial lines from submission to certification. Its reporting and analytics modules automate daily processes like data entry, documentation and incident notification. It streamlines workflow management, drives operational efficiency and improves customer experience, renewals and retentions. Integrated accounting modules monitor financial data in real-time for anomalies. Users can incorporate agency and carrier workflows to increase data accuracy and reduce time spent on finances. Its extensive library of APIs allows users to integrate third-party applications or create new ones easily. It increases consumer engagement with active and meaningful communication, managing emails, campaigns and agency reputation. Artificial intelligence generates predictive models to convey the correct information at the right time.

Pega is a cloud-based platform that helps organizations manage the customer lifecycle and improve their operational efficiency. Its centralization of stored data improves security. Its artificial intelligence studies billions of customer inputs in real time to generate intelligent chatbots, agile decisions, contextual self-service and unified messaging. It can observe industry trends to generate service rates for agencies. Users can automate daily processes and data documentation with actionable insights.Its low-code approach and integrated APIs ensure easy development and scalability in the face of future changes. Secure data sharing between carriers, agencies and customers eliminates information silos and reduces accounting errors. Predictive models automate customer outreach to increase customer satisfaction and improve retention rates.

Kissflow is a BPM software that supports structured and unstructured workflows. It’s the first-ever Unified Digital Workplace offering that allows businesses to oversee operations from one place. With no coding necessary, users create and enforce business rules, automate tasks and make ad hoc changes in the process without any coding or complex mapping. Collaboration is easy, efficient and secure with the intuitive process. It integrates with other programs and many standard applications.

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.

Vena Solutions offers financial planning and analysis that stores orthodox spreadsheets, templates and models in one database operated by a workflow engine. It leverages accurate calculations, robust data modeling and a controlled environment. Traditional spreadsheet abilities have intense IT consulting, high cost of ownership and flawed audit trailing.It provides spreadsheets with real-time updates and the capability to roll back to previous versions to view and analyze changes over time. Its insightful analysis ensures smarter and faster decision making.

WebSphere is a Java-based tool from IBM that consumers use to create and manage business websites. It allows the website and Java to communicate through its WebSphere Application Server (WAS). It’s useful for high-volume eCommerce transactions. There are four different versions — Application Server, Liberty Core, Application Server ND and the Family Edition.

Formerly Host Analytics, Planful is a financial planning and analysis cloud platform. It accelerates end-to-end FP A. Suitable for midsize to large-scale businesses, it helps by centralizing data and managing financial and operational processes. It helps users plan and manage reviews, approvals and submissions and generates workflow status reports to check the performance of every department. It helps analyze asset performance by using financial budgeting and forecasting techniques with its capital planning feature. It is a scalable solution that allows companies to check the effect of projects on the overall bottom line.

Bizagi is a low code automation platform that empowers collaboration between people, programs, robots and information with its intelligent process automation. It comes with a pre-built automation tool that manages processes like onboarding, leave requests, accounts payable and recruitment. It’s formed of three complementary products — Modeler, Studio and Engine. Modelere creates, documents and stimulates processes using notation standards. Studio enables organizations to build and automate processes and workflow. Engine executes processes. Asa cloud-based system, models are accessible from anywhere, anytime.

Creatio is a low-code suite that simplifies marketing, sales and services efforts for seamless business functionality. Users can utilize customer service management and take consultation from leading experts in the industry. It unifies a BPM engine and CRM functionalities to power operational tasks. Key features include contact and lead management, email marketing, pipelines, dashboards, project management, SLAs and a contact center.It offers mobile access for Android and iOS devices that can be used for updating and adding contact, account and opportunity information, making calls, and sending SMS messages. An API supports customization, and users can build complex integrations and custom modules and apps. SaaS and self-hosting are available.

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.

SAP NetWeaver is a software stack that provides runtime environments for different SAP products and mySAP business suite. Also referred to as WebAS, it’s built using ABAP programming language and is useful for custom development and integration. It ensures efficiency with the help of portal technology, collaboration room and multi-channel access. It also allows for process and information integration to run cross-functional departments. Developers use the infrastructure to create and distribute various services.

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.

Oracle EPM is a cloud-based platform that provides end-to-end connections across different business processes. It manages enterprise data and maintains integrity. Stakeholders can gain accurate insights and narratives to empower a collaborative environment. Designed for Windows, it offers budgeting, forecasting, qualitative analysis and ad-hoc analysis in a single place.

SAP Analytics Cloud is an augmented analytics solution that uses machine learning technology to generate data visualizations and simulate predictive scenarios. It provides every member of an organization with access to automatic, interactive insights via natural language processing. Powered by artificial intelligence, it helps businesses make decisions with confidence by exploring what-if possibilities based on historical data. There are multiple plans available with different functionality levels, so businesses can choose the subscription that provides the best fit for their needs.

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.

Solver BI360 is a corporate performance management suite that assists organizations in reporting, data warehousing, dashboarding and analysis, and budgeting and forecasting. Deployable either on-premise or in the cloud, it integrates with many data sources, including accounting, ERP and CRM. It pulls data from a multitude of data sources and enables report designing from within Excel itself, boosting productivity and accelerating decision-making processes. It caters to growth-focused organizations, from small businesses to large enterprises, and serves customers across the globe with its teams located in North America, Latin America, Africa, the Asia Pacific and Europe.

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.

Tallyfy offers comprehensive risk identification, assessment, response planning and monitoring. Customize workflows for incident reporting, root cause analysis and corrective action planning. It provides real-time visibility and reporting on daily activities to reduce risk exposure and minimize the impact of potential risks. Integration with other business apps like CRM and ERP systems provides a complete view of risks across the organization.

Business Automation Workflow is an IBM-led, ready-to-use tool of Cloud Pak for Business Automation, which works on-premise or cloud. As a combination of a case and process manager, it provides a modern workflow-building interface, allowing users to create tasks in different tools. It creates unified data records linked by case or customers. Businesses get a 360 degree view of the work and transform workflow using advanced analytics, business rules and collaboration tools.

InPhase is an end-to-end scalable platform that enables organizations to make the most out of business data, improve decision-making and troubleshoot issues. It generates and delivers easy-to-interpret data insights to relevant stakeholders faster through dashboards and automated routing. Organizations can avert crises, anticipate outcomes and prevent wasted efforts using robust KPI monitoring and predictive analytics. Easy to customize, use and scale, it offers optional ready-to-use packages to facilitate various business processes. It also provides data consistency, mobility, communication and team planning modules to enable remote collaboration across devices. The vendor provides onboarding in days and offers extensibility through development to tech-savvy users.

Processmaker is a low-code BPM software and an open-source workflow management that boosts the flow of information. Users can build, automate and deploy business processes of different scales. It doesn’t require the designer to have extensive programming experience to generate language forms and subforms. Users from businesses across the industry, be it IT or HR, can design and run workflow without any coding knowledge. An automated drag-and-drop interface creates the workflow. With offline accessibility, users fill out forms and synchronize the program when they are back online. Use a REST API to extend integrations and interactions with third-party apps. It’s available for both iOS and Android users.

Brightidea is a cloud-based idea management software solution by Ideawake that helps organizations collect and effectively manage various innovative ideas, crowdsourcing them and enabling collaboration. It also keeps track of the performance through every stage. Depending upon the feasibility and cost-effectiveness, user initiatives are rated and evaluated. The portal gives everyone the freedom to check on the current and future financial standing of the organization. From news feed, collaborative work, ideation, mind mapping, status tracking, idea management, everything is included.

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.

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.

LucaNet is a promising software platform that ranks 29 among all CPM Software according to our research analysts and 24 crowd-sourced reviews from 1 source. Starting from $0, LucaNet is priced free of charge to start, has offered a free trial in the past and is most fitting for medium sized companies. LucaNet can be deployed in the cloud and on-premise and is accessible from a few platforms including Windows and Linux devices.

Adeptia is a self-service integration solution that helps B2B data onboarding companies upload customer information faster into multi-enterprise business ecosystems. It combines the complete functionality of B2B connectivity and ETL data integration on one interface. It brings together the various parts of the data pipeline by connecting internal modules with external business partners through automated data flows.Data in virtually any format can be converted to any other data type through transformation workflows. With full visibility regarding security and governance, the data integrator’s IT team sets up and enables everything for business customers to leverage it on an ongoing basis.

Implement Planning Maestro by Centage to simplify planning protocols and make swifter business choices during market shifts. Planning, budgeting, forecasting, reporting and analytics are its top modules. Assess numerous what-if situations and make more precise predictions.It pinpoints where, when and why actuals deviate from projections. Obtain in-depth reports and dashboards for more transparent results. It also allows numerous data source integrations for centralization.

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.

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.

Infor dEPM is a unique software tool that ranks 34 among all EPM Software according to our research analysts. Starting from $0, Infor dEPM is priced initially at no cost and is most applicable for any sized company. Infor dEPM can be deployed in the cloud and on-premise and is accessible from a handful of platforms including Windows and Linux devices.

Unit4 ERP leverages a natural language digital assistant to expedite day-to-day business activities and provides a seamless user experience. Its financial management module offers real-time visibility and control over each stage of the record-to-report cycle. It consolidates enterprise-wide data within a unified system to streamline budget planning and analysis. Automate and streamline project life cycles, optimize resource utilization and execute projects with precision with the project management inclusion.

Eloomi is a cloud-based performance management and LMS suite that offers skill development, succession planning and employee coaching solutions. Managers can use special tools to measure, evaluate and track performances. It engages employees with all-around feedback, surveys, two-way guided evaluations and training modules to set and achieve benchmarks.