The CFO Shortlist app

Your EPM shortlist, scored in 90 seconds.

Build a profile of your company. All 35 FP&A, EPM and consolidation platforms get scored against it — ranked, tiered, and explained. Then compare, write the board memo, and run the selection from one place.

Build my free shortlist See how it works

Free shortlist · no card required · no vendor pays to rank

app.cfoshortlist.com

platforms scored

weighted dimensions

2,300+

cited data points

vendors pay to rank

How it works

Three steps from "we should look at tools" to a signed contract.

The first two are free. The third is where most teams burn a quarter of consultant time.

01~90 seconds

Build your profile

Revenue band, source system, industry, team size — then the processes you're buying for and what must be true. Set a year-1 budget cap and vendors above it are out.

02Free

Get a scored shortlist

All 35 platforms scored against your profile on five weighted dimensions. Ranked and tiered, with the reasoning written out: why #1 beats #2, and what would change it.

03Pro · $99/month

Take it to the board

Head-to-head verdicts with an evidence matrix, a board decision memo, a requirements doc with your must-haves already derived, demo scripts, POC plans and TCO — all exportable.

Inside the app

Built like an analyst's workpapers, not a vendor directory.

The shortlist
Every vendor ranked and tiered against your profile, with the tie-breaks explained.

Head-to-head verdict
"We'd pick…" — with fit score, time to value, five-year TCO and risk, side by side.

Evidence matrix
Every capability cell links to its source. Drag a weight and the verdict recalculates.

Board memo
Recommendation, rubric, stress test, risks, costs and sources — assembled, branded, exportable.

Methodology

No vendor pays to rank.

Scoring is deterministic: the same profile always produces the same ranking. The weights are published, the hard caps are explained on the page, and every score traces to a cited source.

Vendors can claim their profile to correct a fact. They cannot buy a position — there isn't a mechanism for it.

Read the full methodology

The five dimensions · composite fit score

Capability fit

45%

Does it do the specific work you're buying it for — measured on the sub-capabilities you flagged, not the brochure.

Company-size fit

25%

Proven at your revenue band and in your vertical, so you're not paying for enterprise scaffolding or outgrowing it in a year.

ERP integration

10%

Native, mature integration with your source system — the thing that decides data trust and how fast month-end runs.

Use-case depth

10%

Depth on the named use cases that separate demo-ware from daily-driver.

Risk & viability

10%

Financial health, ownership, and implementation risk over the life of a multi-year contract.

Pricing

The shortlist is free. The rest is $99 a month.

You choose an EPM platform once every five to seven years. Pro covers the whole selection for less than an hour of consultant time.

Free

Company profile — saved as you go

All 35 platforms scored against it

Ranked, tiered shortlist with the reasoning

Stress test: does #1 survive a tighter budget?

Shareable link for your team

Build my free shortlist

FOUNDING PRICE

Pro

$99/month

Cancel anytime · 14-day refund

Everything in Free

Head-to-head verdicts with the evidence matrix

Board decision memo — branded PDF

Requirements / RFP builder with your must-haves

Demo scripts, POC plans, implementation estimates

Five-year TCO calculator and negotiation playbooks

PDF, Excel and PowerPoint exports

Get Pro

Questions

Before you sign in

Yes. Create an account, build a profile, and you get the full scored ranking of all 35 platforms with the reasoning. No card required.

Ninety seconds to a scored shortlist.

Free to start. Your evaluation, your data, no vendor in the room.

Build my free shortlist