Modern Analyst Insights for FP&A, EPM & Finance Technology Buyers

Independent vendor intelligence, deep evaluator reports, and practical tools built for CFOs and finance teams.

Deep Domain Expertise

1,000+ vendor evaluations across FP&A, EPM, and Consolidation - we know what actually works.

Modern Technology

A full software evaluation platform and micro-SaaS utilities designed to shorten your decision cycle.

Research & Insights

Vendor profiles, reports, and comparisons - the largest free FP&A/EPM resource online.

Streamlining Software Evaluations

Learn how modern finance teams are accelerating their FP&A and EPM software selection process with practical frameworks and proven methodologies.

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Latest Reports

Market Analysis

The EPM Squeeze: Five Forces Pressuring Every Platform in the Market

The EPM market is fragmenting under pressure from five forces: platforms going wider, AI-native ERPs pushing up, AI-native FP&A tools going deeper, niche point solutions, and data + AI agent layers. What this means for buyers.

18 min read • Feb 2026
Buyer's Guide

FP&A & EPM Buyer's Guide: How to Run a Real Software Evaluation

Vendor-neutral evaluation framework for FP&A and EPM software. Seven-phase process covering architecture assessment, consolidation capabilities, modeling engines, TCO analysis, and vendor selection for mid-market finance teams.

25 min read • Nov 2025
Vendor Comparison

Vena vs Aleph: Complete Comparison for Excel-Native FP&A Teams

Established mid-market leader versus fast-rising AI-native challenger. Both keep you in spreadsheets. The trade-offs are real.

10 min read • Feb 2026
Analysis

Build vs. Buy in 2026: The CFO Reality Check

AI has changed how quickly finance teams can prototype internal tools but not the structural economics of owning EPM infrastructure. A CFO-level framework for deciding when to build, when to buy and how to structure hybrid architectures.

14 min read • Feb 2026
Vendor Comparison

Cube vs Datarails: Complete Comparison for Excel-Native FP&A Teams

Two spreadsheet-native platforms with very different ambitions. One wants to be your FP&A governance layer. The other wants to be your entire finance operating system.

10 min read • Feb 2026
Market News

OneStream Take-Private: Strategic Reset, Not Distress

Analysis of OneStream's potential take-private by Hg Capital. Why this represents a strategic reset for long-term platform modernization, not a sign of fundamental weakness.

8 min read • Jan 2026

Explore the Leading FP&A & EPM Vendors

We evaluate the fastest-growing planning, consolidation, and modern FP&A platforms — with strengths, gaps, ICP fit, pricing notes, and real-world buyer insights.

26 vendor profiles and growing — updated weekly as the FP&A & EPM market evolves.

Tools, Templates & Frameworks for Modern FP&A Teams

Accelerate your vendor evaluation process with structured frameworks, templates, scoring models, and implementation guides built from 1,000+ real-world software evaluations.

Vendor Evaluation Framework

A step-by-step structured approach to score, compare, and justify FP&A & EPM vendors.

Requirements & Demo Templates

Pre-built scripts, requirement matrices, and demo guides used in real selection projects.

Implementation & ROI Models

Tools for effort scoring, resource planning, risk assessment, and TCO/ROI analysis.

Developed from 1,000+ evaluations across mid-market and enterprise FP&A/EPM projects.

Helping finance teams make faster, smarter software decisions — without analyst bias or vendor noise.

About CFO Shortlist →

Independent FP&A & EPM advisory for mid-market finance teams.

Helping CFOs, Controllers, and FP&A leaders choose, negotiate, and implement the right finance stack – without pay-to-play bias.

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Independent, buyer-first EPM advisory.

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No vendor compensation or pay-to-play sponsorships.