EPM Vendor Profiles

AI-Native Gen-3 FP&A for Modern, High-Growth Finance Teams

Aleph

AI-Native, Spreadsheet-First FP&A Platform for Modern Finance Teams

Causal

Modeling-First FP&A Platform for Startups & Lean Finance Teams

Cube

Excel-Native FP&A for Mid-Market Finance Teams

Drivetrain

AI-Native Business Planning Platform for Autonomous FP&A

Fintastic

Modern SMB-to-Mid-Market FP&A Built for Speed, Simplicity & Business Partnering

Firmbase

Real-Time Cash Flow & FP&A Platform for Finance Teams Who Need Precision

LiveFlow

Real-Time QuickBooks → Google Sheets FP&A & Multi-Entity Consolidation

Mosaic

Strategic Finance Platform for SMB & Mid-Market

Pigment

Gen-3 xP&A Platform for Modern Finance & Operations

Runway

AI-Native FP&A Copilot for Lean Finance Teams

Una

Collaborative Gen-3 FP&A for Mid-Market & PE-Backed Operators

Vareto

Enterprise-Grade Gen-3 FP&A Platform for Modern Finance Teams

Anaplan

Enterprise-Grade Connected Planning Built for Scale, Governance & Complexity

OneStream

Enterprise-Grade Unified CPM for Consolidation, Planning & Financial Close

Oracle Financial Consolidation and Close

Cloud-based statutory consolidation and close for mid-market and enterprise organizations

SAP Analytics Cloud

Enterprise BI + Planning for SAP-Centric Organizations

SAP Group Reporting

ERP-Native Statutory Consolidation for SAP-Centric Enterprises

BlackLine

Financial Close

Financial Close Automation and Account Reconciliation for Mid-Market and Enterprise Finance Teams

Trintech Cadency

Financial Close

Complete Financial Close and Reconciliation Automation for Scaled Finance Organizations

Datarails

AI-Powered, Excel-Native FinanceOS for the Mid-Market

Jedox

Excel-Native Enterprise Planning Platform for Finance Teams

Planful

Mid-Market FP&A Platform for Structured Planning & Financial Close Automation

Vena

Excel-Native FP&A Platform for Operational Finance Teams

Workday Adaptive Planning

Enterprise Planning for Finance, Workforce, and Operations