Vendor Directory

52 vendors across the CFO tech stack, independently profiled

FP&A, consolidation, account reconciliation, reporting, SPM and incentive compensation — the same strengths and gaps we'd tell an advisory client. No vendor pays for placement.

Category
Size

FP&A

30 vendors

Financial planning and analysis platforms — from spreadsheet-native automation for lean teams to enterprise modeling engines. Budgeting, forecasting, scenario planning and management reporting.

Abacum logo

Abacum

Startup & SMBMid-Market

AI-native Gen-3 FP&A for modern, high-growth finance teams

FP&AView profile
Aleph logo

Aleph

Startup & SMBMid-Market

AI-native, spreadsheet-first FP&A platform for modern finance teams

FP&AView profile
Causal logo

Causal

Startup & SMB

Modeling-first FP&A platform for startups and lean finance teams

FP&AView profile
Cube logo

Cube

Startup & SMBMid-Market

Excel-native FP&A for mid-market finance teams

FP&AView profile
Drivetrain logo

Drivetrain

Startup & SMBMid-Market

AI-native business planning platform for autonomous FP&A

FP&AView profile
Fintastic logo

Fintastic

Startup & SMBMid-Market

Modern SMB-to-mid-market FP&A built for speed and simplicity

FP&AView profile
Firmbase logo

Firmbase

Startup & SMB

Real-time cash flow and FP&A platform for precision-focused teams

FP&AView profile
LiveFlow logo

LiveFlow

Startup & SMB

Real-time QuickBooks to Google Sheets FP&A and consolidation

FP&AView profile
Mosaic logo

Mosaic

Startup & SMBMid-Market

Strategic finance platform for SMB and mid-market

FP&AView profile
Pigment logo

Pigment

Mid-MarketEnterprise

Gen-3 xP&A platform for modern finance and operations

FP&AView profile
Runway logo

Runway

Startup & SMB

AI-native FP&A copilot for lean finance teams

FP&AView profile
Una logo

Una

Mid-Market

Collaborative Gen-3 FP&A for mid-market and PE-backed operators

FP&AView profile
Vareto logo

Vareto

Mid-Market

Enterprise-grade Gen-3 FP&A platform for modern finance teams

FP&AView profile
Anaplan logo

Anaplan

Enterprise

Enterprise connected planning built for scale, governance and complexity

FP&AView profile
OneStream logo

OneStream

Enterprise

Unified CPM for consolidation, planning and financial close

FP&AView profile
Oracle Financial Consolidation and Close logo

Oracle Financial Consolidation and Close

Enterprise

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

FP&AView profile
SAP Analytics Cloud logo

SAP Analytics Cloud

Enterprise

Enterprise BI and planning for SAP-centric organizations

FP&AView profile
Workday Adaptive Planning logo

Workday Adaptive Planning

Mid-MarketEnterprise

Enterprise planning for finance, workforce and operations

FP&AView profile
Planful logo

Planful

Mid-Market

Mid-market FP&A for structured planning and close automation

FP&AView profile
Prophix logo

Prophix

Mid-Market

Unified financial performance platform with autonomous AI agents for planning and close

FP&AView profile
Vena logo

Vena

Mid-Market

Excel-native FP&A platform for operational finance teams

FP&AView profile
Datarails logo

Datarails

Startup & SMBMid-Market

AI-powered, Excel-native FinanceOS for the mid-market

FP&AView profile
Jedox logo

Jedox

Mid-MarketEnterprise

Excel-native enterprise planning platform for finance teams

FP&AView profile
Limelight logo

Limelight

Mid-Market

All-native, Excel-free FP&A for mid-market with deep ERP integration and Limelight Docs

FP&AView profile
Centage logo

Centage

Startup & SMBMid-Market

Formula-free FP&A with synchronized financial statements and workflow automations

FP&AView profile
Finario logo

Finario

Mid-MarketEnterprise

Enterprise capital planning and CapEx governance platform

FP&AView profile
Board logo

Board

Mid-MarketEnterprise

Intelligent planning platform unifying BI, planning and simulation

FP&AView profile
IBM Planning Analytics logo

IBM Planning Analytics

Enterprise

The TM1 engine modernized — extreme-scale planning with watsonx AI

FP&AView profile
Unit4 FP&A logo

Unit4 FP&A

Mid-Market

People-centric planning for services organizations, native to Unit4 ERP

FP&AView profile
Lucanet logo

Lucanet

Mid-Market

European mid-market consolidation, planning and disclosure on one CFO platform

FP&AView profile

Consolidation

8 vendors

Financial consolidation and close platforms: intercompany eliminations, multi-GAAP, currency translation and group reporting — from mid-market suites to statutory-grade enterprise engines.

Pigment logo

Pigment

Mid-MarketEnterprise

Gen-3 xP&A platform for modern finance and operations

ConsolidationView profile
OneStream logo

OneStream

Enterprise

Unified CPM for consolidation, planning and financial close

ConsolidationView profile
Oracle Financial Consolidation and Close logo

Oracle Financial Consolidation and Close

Enterprise

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

ConsolidationView profile
SAP Group Reporting logo

SAP Group Reporting

Enterprise

ERP-native statutory consolidation for SAP-centric enterprises

ConsolidationView profile
Planful logo

Planful

Mid-Market

Mid-market FP&A for structured planning and close automation

ConsolidationView profile
Prophix logo

Prophix

Mid-Market

Unified financial performance platform with autonomous AI agents for planning and close

ConsolidationView profile
CCH Tagetik logo

CCH Tagetik

Enterprise

Statutory consolidation, regulatory and ESG reporting by Wolters Kluwer

ConsolidationView profile
Lucanet logo

Lucanet

Mid-Market

European mid-market consolidation, planning and disclosure on one CFO platform

ConsolidationView profile

Account Reconciliation & Close

5 vendors

Close management and account reconciliation platforms for record-to-report: checklists, reconciliation automation, flux analysis and AI agents that take the grind out of month-end.

Reporting & Compliance

7 vendors

Management, regulatory and connected reporting platforms — from live dashboards and BI-integrated planning to SEC filings, statutory reporting and ESG/CSRD compliance.

LiveFlow logo

LiveFlow

Startup & SMB

Real-time QuickBooks to Google Sheets FP&A and consolidation

Reporting & ComplianceView profile
Mosaic logo

Mosaic

Startup & SMBMid-Market

Strategic finance platform for SMB and mid-market

Reporting & ComplianceView profile
SAP Analytics Cloud logo

SAP Analytics Cloud

Enterprise

Enterprise BI and planning for SAP-centric organizations

Reporting & ComplianceView profile
Board logo

Board

Mid-MarketEnterprise

Intelligent planning platform unifying BI, planning and simulation

Reporting & ComplianceView profile
CCH Tagetik logo

CCH Tagetik

Enterprise

Statutory consolidation, regulatory and ESG reporting by Wolters Kluwer

Reporting & ComplianceView profile
Workiva logo

Workiva

Enterprise

Connected reporting for SEC, SOX, statutory and ESG/CSRD filings

Reporting & ComplianceView profile
Lucanet logo

Lucanet

Mid-Market

European mid-market consolidation, planning and disclosure on one CFO platform

Reporting & ComplianceView profile

Supply Chain Planning

8 vendors

Supply chain planning inside the finance stack: demand and inventory planning, S&OP and scenario modeling with direct P&L and working-capital impact — from planning platforms that added SCP to the office of the CFO toolkit.

Pigment logo

Pigment

Mid-MarketEnterprise

Gen-3 xP&A platform for modern finance and operations

Supply Chain PlanningView profile
Anaplan logo

Anaplan

Enterprise

Enterprise connected planning built for scale, governance and complexity

Supply Chain PlanningView profile
Board logo

Board

Mid-MarketEnterprise

Intelligent planning platform unifying BI, planning and simulation

Supply Chain PlanningView profile
Kinaxis logo

Kinaxis

Enterprise

Concurrent supply chain planning at enterprise scale (Maestro)

Supply Chain PlanningView profile
o9 Solutions logo

o9 Solutions

Enterprise

AI-led integrated business and supply chain planning on the Digital Brain

Supply Chain PlanningView profile
Blue Yonder logo

Blue Yonder

Enterprise

End-to-end supply chain suite from planning to execution and fulfillment

Supply Chain PlanningView profile
Logility logo

Logility

Mid-MarketEnterprise

Supply chain planning with AI demand and inventory optimization for the mid-market and up

Supply Chain PlanningView profile
Netstock logo

Netstock

Startup & SMBMid-Market

Affordable demand and inventory planning that plugs into mid-market ERPs

Supply Chain PlanningView profile

Sales Performance Management

6 vendors

SPM platforms for territory and quota planning, sales forecasting and performance analytics — the revenue-side planning stack for finance and revenue operations.

CaptivateIQ logo

CaptivateIQ

Mid-MarketEnterprise

Modern no-code ICM platform and Forrester Wave Leader for revenue teams

Sales Performance ManagementView profile
Everstage logo

Everstage

Mid-Market

Fast-to-deploy no-code sales compensation for growing revenue teams

Sales Performance ManagementView profile
Forma AI logo

Forma AI

Enterprise

Autonomous incentive compensation for enterprise sales organizations

Sales Performance ManagementView profile
Varicent logo

Varicent

Enterprise

Enterprise SPM with deep customer base, strong analytics and integrated planning

Sales Performance ManagementView profile
Vulki by Akeron logo

Vulki by Akeron

Mid-Market

Modern SPM & ICM with strong Microsoft partnership and expanding North American footprint

Sales Performance ManagementView profile
Xactly logo

Xactly

Enterprise

The enterprise ICM standard with deep 606 commission amortization (CEA)

Sales Performance ManagementView profile

Incentive Compensation Management

9 vendors

ICM engines for commission calculation, comp plan management and ASC 606 amortization — from enterprise-grade calculation engines to modern no-code challengers.

CaptivateIQ logo

CaptivateIQ

Mid-MarketEnterprise

Modern no-code ICM platform and Forrester Wave Leader for revenue teams

Incentive Compensation ManagementView profile
Everstage logo

Everstage

Mid-Market

Fast-to-deploy no-code sales compensation for growing revenue teams

Incentive Compensation ManagementView profile
Forma AI logo

Forma AI

Enterprise

Autonomous incentive compensation for enterprise sales organizations

Incentive Compensation ManagementView profile
QuotaPath logo

QuotaPath

Startup & SMBMid-Market

Lightweight, transparent-pricing commission tracking for SMB and mid-market sales teams

Incentive Compensation ManagementView profile
Salesforce Spiff logo

Salesforce Spiff

Mid-Market

Native Salesforce ICM with transparent pricing for CRM-centric organizations

Incentive Compensation ManagementView profile
SAP Incentive Management logo

SAP Incentive Management

Enterprise

Enterprise ICM for SAP-centric organizations (formerly Callidus)

Incentive Compensation ManagementView profile
Varicent logo

Varicent

Enterprise

Enterprise SPM with deep customer base, strong analytics and integrated planning

Incentive Compensation ManagementView profile
Vulki by Akeron logo

Vulki by Akeron

Mid-Market

Modern SPM & ICM with strong Microsoft partnership and expanding North American footprint

Incentive Compensation ManagementView profile
Xactly logo

Xactly

Enterprise

The enterprise ICM standard with deep 606 commission amortization (CEA)

Incentive Compensation ManagementView profile

Need help choosing?

52 vendors is a lot. Start with a Direction Session — 60 minutes to understand the landscape and which 3–5 platforms are worth your time.

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.

© 2026 CFO Shortlist. All rights reserved.

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Independent, buyer-first EPM advisory.

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No vendor compensation or pay-to-play sponsorships.