Our analysts spent hundreds of hours researching and comparing EPM software to find the top performers across a range of business needs. View Scores by: * Best Overall * SelectHub Award Winners * Capital Expenditure Planning * Cash Management * Financial Consolidation and Reconciliation * Planning, Budgeting,and Forecasting * Platform Capabilities * Profitability Modelling and Analysis * Project Planning * Reports and Dashboards * Revenue Planning * Sales Planning * Workforce Planning * Integration and Extensibility * Show more.. * Show less.. The table below highlights the strengths and pricing of the top EPM software overall to help you find your ideal match. Compare up to **5 products** at a time below: Why Trust SelectHub We focus on providing you with accurate and transparent data so you can make clear, confident decisions about which product will best meet your needs. Our analyst scores are based on our evaluation of products across 100+ features. See the full methodology below for what we scored and how we weighted it. We also offer an analyst-led evaluation program that vendors can purchase to receive direct analyst collaboration, a comprehensive product audit, and request for information (RFI) validation. The program doesn't allow vendors to pay for a specific score, though verification informs final placement. Full details on how verification affects rankings are in the methodology. Product Score i Our Overall analyst rating for EPM Software products is based on scores in our selection platform for 91 functional requirements and 8 technical requirements. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box). Best For Top Features Start Price Free Trial [Oracle EPM ](#product-oracle-epm) 100 Details Best Overall, Capital Expenditure Planning, Cash Management \+ 9 more ![Oracle EPM Awards](https://www.selecthub.com/site/assets/img/analysts-pick.svg "Analyst’s Pick") Best Overall Best for Capital Expenditure Planning Best for Cash Management Best for Financial Consolidation and Reconciliation Best for Integration and Extensibility Best for Planning, Budgeting,and Forecasting Best for Platform Capabilities Best for Project Planning Best for Sales Planning Best for Workforce Planning [Capital Expenditure Planning, ](#leaderboard-compare-section) [Cash Management, ](#leaderboard-compare-section) [Financial Consolidation and Reconciliation ](#leaderboard-compare-section) $250 Per User, Monthly [Adaptive Planning ](#product-adaptive-planning) 94 Details Best for Integration and Extensibility [Integration and Extensibility, ](#leaderboard-compare-section) [Profitability Modelling and Analysis, ](#leaderboard-compare-section) [Reports and Dashboards ](#leaderboard-compare-section) $3,000 Monthly [Anaplan ](#product-anaplan) 94 Details Best for Financial Consolidation and Reconciliation, Platform Capabilities, Project Planning \+ 3 more ![Anaplan Awards](https://www.selecthub.com/site/assets/img/best-in-class.svg "Best In Class") Best for Financial Consolidation and Reconciliation Best for Platform Capabilities Best for Project Planning Best for Sales Planning [Financial Consolidation and Reconciliation, ](#leaderboard-compare-section) [Platform Capabilities, ](#leaderboard-compare-section) [Project Planning ](#leaderboard-compare-section) $20,000 Annually [OneStream ](#product-onestream) 91 Details −−− [Profitability Modelling and Analysis, ](#leaderboard-compare-section) [Reports and Dashboards, ](#leaderboard-compare-section) [Revenue Planning ](#leaderboard-compare-section) Custom Quote i OneStream doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. [Prophix ](#product-prophix) 91 Details Best for Capital Expenditure Planning, Integration and Extensibility [Capital Expenditure Planning, ](#leaderboard-compare-section) [Integration and Extensibility, ](#leaderboard-compare-section) [Profitability Modelling and Analysis ](#leaderboard-compare-section) $3,000 Monthly [Tagetik ](#product-tagetik) 91 Details Best for Capital Expenditure Planning, Cash Management [Capital Expenditure Planning, ](#leaderboard-compare-section) [Cash Management, ](#leaderboard-compare-section) [Profitability Modelling and Analysis ](#leaderboard-compare-section) $50,000 Annually [Jedox ](#product-jedox) 90 Details Best for Sales Planning [Revenue Planning, ](#leaderboard-compare-section) [Sales Planning, ](#leaderboard-compare-section) [Cash Management ](#leaderboard-compare-section) $160 Monthly [Planful ](#product-planful) 88 Details Best for Sales Planning [Reports and Dashboards, ](#leaderboard-compare-section) [Sales Planning, ](#leaderboard-compare-section) [Capital Expenditure Planning ](#leaderboard-compare-section) $1,250 Monthly [SAP Analytics Cloud ](#product-sap-analytics-cloud) 88 Details Best for Sales Planning [Reports and Dashboards, ](#leaderboard-compare-section) [Sales Planning, ](#leaderboard-compare-section) [Workforce Planning ](#leaderboard-compare-section) $36 Per User, Monthly [Kepion ](#product-kepion) 87 Details Best for Integration and Extensibility, Project Planning [Integration and Extensibility, ](#leaderboard-compare-section) [Profitability Modelling and Analysis, ](#leaderboard-compare-section) [Project Planning ](#leaderboard-compare-section) $1,800 Monthly Compare Products Compare [See All EPM Software ](#view-products) #### Methodology: How We Score Products Here's how our rankings work. ##### How we collect the data * **Selecting products to score:** We define the category scope, including what features should be included for this type of software. Our analysts identify all products that fit the defined scope, then narrow down to 15 based on market presence, user ratings, feature comprehensiveness, and category fit. * **Default scoring process:** Our analysts complete a 100+ question RFI for each product using publicly available data from user reviews, product demos, documentation, vendor websites, and case studies. * **Verification program:** Vendors can pay for our analyst-led verification service. Their product team submits responses to our standard category RFI, which our analysts then independently review and validate. **Note:** Vendors can't pay to rank or influence their position on our leaderboards. Our scoring criteria is the same for all products, whether a vendor partners with us or not. ##### What we score For our analysis of EPM software, we scored 91 features across these groups: * Capital Expenditure Planning * Cash Management * Financial Consolidation and Reconciliation * Planning, Budgeting,and Forecasting * Platform Capabilities * Profitability Modelling and Analysis * Project Planning * Reports and Dashboards * Revenue Planning * Sales Planning * Workforce Planning We also scored 8 technical capabilities in these groups: * Integration and Extensibility ##### How we score and weight features Our Analyst Score measures what you get out of the box versus what requires add-ons, integrations, or custom development — because implementation complexity and hidden costs matter to your decision. Here’s how our scoring scale works: | Level of Support | Score | Description | | ----------------------------------- | ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Fully Supported Out of the Box | 100 | This feature is comprehensively supported out of the box with industry-leading capabilities and is immediately available after installation, without needing any additional modules, integrations, or custom development. | | Moderately Supported Out of the Box | 85 | This feature is moderately supported out of the box and is immediately available after installation, without needing any additional modules, integrations, or custom development. | | Supported with Workarounds | 70 | This feature is not directly available in the software but can be accomplished using other built-in features or any other workarounds, without any additional cost. | | Supported with Additional Modules | 60 | This feature is available through additional modules or products from the vendor at an additional cost. | | Supported with Partner Integrations | 50 | This feature is available through additional integrations, plugins, or marketplace applications from a third-party vendor at an additional cost. | | Supported with Custom Development | 25 | This feature is not built in, and cannot be added by purchasing additional modules or integrations, but can be custom developed using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. | | Not Supported | 0 | This feature isn't supported. | Each feature carries a default priority — high, medium, or low — set by our analysts based on market research. Higher-priority features have more influence on the final Analyst Score. You can view all priority assignments for free in our comparison platform. ![Best overall award](https://www.selecthub.com/display/images/best%20overall.svg) [ ](https://www.selecthub.com/p/epm-software/oracle-epm/) [Oracle EPM](https://www.selecthub.com/p/epm-software/oracle-epm/) Analyst Score 100 Compare User Sentiment: 87% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $250Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Oracle+EPM&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/c3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c/resources/normal/logo.png?1693316843)) Good For: Medium & large companies Best For: Capital Expenditure Planning Cash Management Financial Consolidation and Reconciliation Integration and Extensibility Planning, Budgeting,and Forecasting Platform Capabilities Project Planning Sales Planning Workforce Planning Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 1001001001001001001001001001001000255075100 expand scores * Pros & Cons * Review * Key Features * Media * Pricing * Covers the full EPM range from planning and consolidation to tax and reconciliation in one suite * Automated consolidation workflows speed up the financial close and cut manual work * Pre-configured models meet IFRS and GAAP requirements out of the box * Scales as your business grows, so it fits larger and more complex operations * Initial setup and configuration are complex and take significant time * Steep learning curve means users need real training to get productive * Customization options can feel limited for highly specific needs * Integrating with non-Oracle systems often takes extra technical effort [Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) **Bottom line:** Oracle EPM is a strong fit if you're running complex financial processes at scale and want planning, consolidation, reconciliation, and tax reporting in one connected suite. It's less suited to small operations with simple needs. It works best when you're already in the Oracle ecosystem. Users point to its tight integration with other Oracle applications as a real advantage, while integrating it with outside systems like a third-party ERP can be a headache. The depth comes at a price. Users find the initial setup complex and the learning curve steep, so you'll need to budget time and training. Pricing starts at $250 per user per month, and the source notes small businesses can find it cost-prohibitive while large enterprises with complex needs pay considerably more. If you have the team and budget to absorb the ramp-up, the payoff is faster closes and a centralized view of financial data. If you want something lighter and more agile, look elsewhere. [Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) * **Planning** – Dashboards and predictive modeling let you test assumptions, build multiple scenarios, and see how each decision affects profitability. * **Financial consolidation and close** – Pre-configured models automate consolidations in the background and meet global standards like IFRS and GAAP for a faster, more accurate close. * **Account reconciliation** – An automatic matching engine compares millions of transactions in minutes, and you confirm or decline suggested matches to speed up high-volume work. * **Profitability and cost management** – Analyze which customers and products drive profit, then model changes like adding products without scripts or coding. * **Tax reporting** – Pull current data straight from general ledgers to calculate tax provisions and stay compliant with GAAP and IFRS. [Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/oracle-epm/) [Visit Site](https://www.oracle.com/performance-management/) * **Q: What is the typical price range for Oracle EPM?** A: The price for Oracle EPM varies significantly depending on several factors, including the specific modules chosen, deployment options (cloud vs. on-premise), licensing fees, and user subscriptions. A basic configuration for a small business might start around $10,000 per year, while large enterprises with complex needs could pay upwards of $1 million annually. * **Q: What are the additional costs associated with Oracle EPM implementation and maintenance?** A: Beyond the initial licensing or subscription fees, consider implementation costs like consulting services, data migration, and customization. Ongoing costs include training, technical support, and potential hardware upgrades for on-premise deployments. Budgeting for these additional expenses is crucial for accurately assessing the total cost of ownership. * **Q: How does the cost of Oracle EPM compare to other EPM solutions?** A: While Oracle EPM offers a comprehensive suite of features, it is generally considered a higher-priced solution compared to some competitors. However, it's important to consider the total value proposition, including scalability, functionality, customer support, and potential cost savings through automation and improved efficiency. Comparing features and pricing across different solutions is essential to determine the best value for your specific needs. [Request Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) [Visit Site](https://www.oracle.com/performance-management/) [ ](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Adaptive Planning](https://www.selecthub.com/p/epm-software/adaptive-planning/) Analyst Score 94 Compare User Sentiment: 85% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Adaptive+Planning&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9/resources/normal/logo.png?1693316678)) Good For: Medium & large companies Best For: Integration and Extensibility Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 98988484991009810010086980255075100 expand scores * Pros & Cons * Review * Key Features * Media * Scenario planning tools let you build what-if models and weigh different business decisions * Strong reporting and analytics, with pre-built and custom dashboards for finance teams * Drag-and-drop design and an intuitive interface keep the learning curve low * Cloud delivery means you can access financial data and collaborate from anywhere * Implementation can take time and pull in significant IT resources * Customization options feel rigid when you need to match unique workflows * Expense management isn't as deep as some competing planning tools * Subscription pricing can be a stretch for smaller budgets [Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) [ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Written By Khaleel Hayes, Technical Content Writer ](https://www.selecthub.com/author/khaleel-hayes/) **Bottom line:** Adaptive Planning is a solid fit if you're a mid-sized to large company with complex financial planning, budgeting, and forecasting needs. It's less of a match if you want a single tool to cover broader ERP work like HR or supply chain. Finance teams tend to like it most. The drag-and-drop building and customizable dashboards mean you can generate reports and models without heavy training, which matters when the people doing the planning aren't technical. Where it really clicks is scenario modeling. You can run multiple what-if plans and see how different decisions play out, which helps a lot if you operate in shifting markets or face uncertain conditions. It also handles daily, monthly, quarterly, and long-term plans in one place. The tradeoffs are worth knowing. Pricing starts at $3,000 per month, so it leans premium for smaller teams. Implementation can be slow, customization is somewhat rigid, and expense management is thinner than what you'd get from heavier suites. [Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) * **Scenario modeling** – Build and test multiple what-if plans so you can see how different decisions might affect financial outcomes before committing * **Multiple plan types** – Create daily, monthly, quarterly, or long-term budgets and forecasts in one place to line up with your fiscal goals * **Workforce modeling** – Plan headcount company-wide and tie associated costs to budget parameters so staffing plans stay within limits * **Variance reporting** – Self-service variance reports for the balance sheet and cash flow help you track strategies and growth across the business * **Expense forecasting** – Driver-based forecasting and incremental budgeting remove data silos and pull spend planning into a single hub [Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) ![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/adaptive-planning/) [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) [ ](https://www.selecthub.com/p/epm-software/anaplan/) [Anaplan](https://www.selecthub.com/p/epm-software/anaplan/) Analyst Score 94 Compare User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $20,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Anaplan&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5/resources/normal/logo.png?1693319053)) Good For: Medium & large companies Best For: Financial Consolidation and Reconciliation Platform Capabilities Project Planning Sales Planning Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 8198100931007710098100100860255075100 expand scores * Pros & Cons * Review * Key Features * Media * Connected Planning links finance, sales, and supply chain so you get one shared view of the business * Scenario modeling lets you build and compare what-if plans to weigh outcomes before you commit * Flexible modeling adapts to your own processes and grows as your planning needs change * Cloud-based delivery removes on-premises hardware and lets your team work from anywhere * Steep learning curve means the modeling language and interface take real training to master * Large or complex models can load slowly and feel sluggish under tight deadlines * Built-in charting is basic, so communicating insights visually often falls short [Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) [ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Written By Khaleel Hayes, Technical Content Writer ](https://www.selecthub.com/author/khaleel-hayes/) **Bottom line:** Anaplan is a strong fit if you're a mid-sized to large organization that needs connected planning across finance, sales, and supply chain. If your planning is simple or your team is small, it's probably more than you need. The platform's real draw is how it ties planning processes together. You can model intricate financial scenarios, run forecasts, and keep departments aligned around the same numbers instead of working from disconnected spreadsheets. It handles large data sets and heavy calculations well, which is why it works for financial planning, sales forecasting, and supply chain work. The cloud setup also makes it easy to scale up or down as your needs shift. The tradeoff is complexity. Users find the interface less intuitive than some other performance management systems, and the deep customization options need specialized knowledge to manage. Pricing starts at $20,000 billed annually, so it's a premium commitment that fits bigger budgets. [Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) * **Connected Planning** – Links operational plans across finance, sales, and supply chain so decisions in one area stay aligned with the rest of the business. * **Scenario modeling** – Build and compare multiple what-if plans against real-time data to test outcomes for risk management and strategy. * **Finance planning** – Develop profitability and pricing models, automate cost management, and craft market predictions from current data. * **Supply chain planning** – Get a real-time line of sight into supply estimates and run collaborative sales and operations planning against your KPIs. * **Workforce planning** – Spot recruitment gaps, test what-if staffing plans, and draft compensation structures while reviewing the financial impact. [Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) ![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/anaplan/) [Visit Site](https://www.anaplan.com/) [ ](https://www.selecthub.com/p/epm-software/onestream/) [OneStream](https://www.selecthub.com/p/epm-software/onestream/) Analyst Score 91 Compare User Sentiment: 94% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ Custom Quote i OneStream doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=4) Free Trial: No Good For: Any company size Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 84969193821009810010086980255075100 expand scores * Pros & Cons * Review * Key Features * Media * One platform handles consolidation, planning, reporting, and analysis, which cuts errors from juggling separate tools * Extensible Dimensionality lets you add custom dimensions without slowing performance, useful for complex reporting needs * Strong drill-down lets users trace any number back to its source to understand the drivers * The Marketplace offers pre-built solutions you can drop in instead of building from scratch * Steep learning curve means new users need real training before they're productive * Licensing and implementation costs run high, which can be tough for smaller or simpler operations * Tailoring the platform to specific needs gets complex and may require outside consultants [Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) **Bottom line:** OneStream pulls financial close, consolidation, planning, reporting, and analysis onto one platform, so it's a strong fit if you're a mid-sized to large enterprise wrestling with complex consolidation across many entities or currencies. If your needs are simpler, the cost and complexity will likely outweigh the benefits. It really shines when you're operating in multiple countries or running diverse business units. It handles large data volumes and gives you granular, traceable reporting, so finance and operations can work off a single source of truth instead of siloed tools. The tradeoff is the ramp. Users find the learning curve steeper than simpler EPM tools, and implementation takes real time and resources, especially for larger setups with involved processes. Most users feel the long-term payoff is worth it, pointing to better data accuracy and faster decisions. Just plan for upfront training and a higher total cost before you commit. [Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) * **Extensible Dimensionality** – Add custom dimensions and metadata at different levels of detail so you can model complex structures without disrupting consolidation accuracy * **Financial close and consolidation** – Automate data loading and reconciliation, catch errors with pre- and post-load validation, and close your books faster * **Planning and forecasting** – Seed budgets and forecast financials with an interactive tool that needs no technical skills, drawing on sales, production, and tax data * **Reporting and analytics** – Pull financial and operational data into one place and run self-service reports and ad hoc analysis to speed up decisions * **XF Marketplace** – Extend the platform with 30+ downloadable apps for tasks like account reconciliation, tax provisioning, and capital planning [Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/onestream/) [Visit Site](https://www.onestreamsoftware.com/) [ ](https://www.selecthub.com/p/epm-software/prophix/) [Prophix](https://www.selecthub.com/p/epm-software/prophix/) Analyst Score 91 Compare User Sentiment: 91% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Prophix&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210/resources/normal/logo.png?1749006241)) Good For: Medium & large companies Best For: Capital Expenditure Planning Integration and Extensibility Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 10098828572100831009798980255075100 expand scores * Pros & Cons * Review * Key Features * Media * Automated budgeting and forecasting lets finance teams drop manual spreadsheets and build driver-based models faster * Strong financial reporting with dashboards and drill-down makes key financial data easy to access and analyze * Built-in task assignment and progress tracking keep finance and other departments aligned during planning cycles * Cloud-based access works well for remote teams or companies spread across multiple locations * Steep learning curve makes the platform tough for new users and slows the onboarding process * Customization often needs advanced technical skills or paid consultants to set up * Reporting can feel rigid, making ad-hoc reports and complex analysis hard without workarounds * Mobile app does less than the desktop version, limiting what you can do on the go [Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) **Bottom line:** Prophix is a cloud-based EPM platform built for mid-sized businesses and departments inside larger organizations that want user-friendly budgeting, forecasting and reporting without enterprise-level cost or complexity. If you need the deepest financial modeling on the market, it's probably not your tool. It fits best if your team has mixed technical skills. Users with limited technical background find it easy to navigate, and the drag-and-drop functionality with pre-built templates cuts down manual data entry. Reviewers often compare it to Oracle Hyperion and SAP BPC and find it friendlier and more affordable. The tradeoff shows up in advanced work. Complex financial modeling and scenario analysis may need extra customization or integrations, and some users want stronger data visualization. Customization itself can lean on Prophix consultants, which adds time and cost. Pricing starts at $3,000 per month, so it sits in reach for mid-market budgets while still asking for real commitment. If your priority is simplifying and automating core financial planning rather than chasing every advanced feature, it's a solid fit. [Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) * **Planning** – Centralize data on one platform and use workflow automation to transform budgets, approve plans and reduce manual consolidation errors * **Scenario modeling** – Draft business models for potential scenarios and run what-if analyses against real-time, company-wide data to speed up planning * **Forecasts** – Build flexible, data-driven forecasts with rolling predictions, and customize them around cash flow, sales and finances as the market shifts * **Financial consolidation** – Automate consolidation, record intercompany loans and adjusting entries, and produce auditable reports that meet regional regulatory standards * **Reporting and analytics** – Create custom reports across departments and data sources, with self-service dashboards and KPI analysis to surface trends [Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/prophix/) [Visit Site](https://www.prophix.com/) [ ](https://www.selecthub.com/p/epm-software/tagetik/) [Tagetik](https://www.selecthub.com/p/epm-software/tagetik/) Analyst Score 91 Compare User Sentiment: 90% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $50,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Tagetik&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8/resources/normal/logo.png?1693317548)) Good For: Any company size Best For: Capital Expenditure Planning Cash Management Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 10010099997810076889496980255075100 expand scores * Pros & Cons * Review * Key Features * Media * A consolidation engine and intercompany reconciliation tools speed up the financial close * Data validation rules and audit trails cut errors and keep reporting reliable * Pre-built templates and disclosure checklists help you meet IFRS and GAAP rules * A centralized platform connects finance teams and breaks down silos during planning * Steep learning curve means most users need extensive training to get proficient * Customizations can be resource-heavy and often need specialized technical expertise * Large datasets or complex reports can trigger performance slowdowns during close [Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) **Bottom line:** Tagetik is a strong EPM pick if you're a mid-sized to large enterprise with complex financial operations and need consolidation, planning, and reporting in one place. If you want something simple to set up and run, look elsewhere. It's built to handle the hard stuff. Consolidations, budgeting, and forecasting all run on a unified platform, and our analysis shows it adapts well to unique business requirements. That flexibility is what sets it apart from more rigid options. It also plays nicely with what you already have. One user connected it to their ERP system and cut manual effort by streamlining data flow. So if integration matters to your close process, that's a point in its favor. The tradeoff is complexity. Setup and configuration take more time than simpler tools, and some users want more documentation and ready resources. Pricing starts at $50,000 annually, so it's a premium commitment. For intricate financial needs, most users agree the payoff is worth it. [Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) * **Rolling forecasts** – Pull in tactical plans, budgets, and actuals, then adjust cost and revenue targets to sharpen your estimates for fiscal year outcomes * **Consolidation cockpit** – A dedicated dashboard lets you oversee every consolidation step and review results, with guidance on which data methods fit each situation * **Disclosure management** – Connects with Microsoft Office, ERPs, and CRMs, links narrative text to numbers, and uses preset templates to speed up disclosures * **Compliance regulatory reporting** – Pre-packaged solutions and standard calculations help you comply faster and trim reporting cycles while reducing risk * **Smart reporting and analytics** – Build documents and data queries equipped with financial intelligence tools to turn numbers into models and predictive analytics [Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) ![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/tagetik/) [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) [ ](https://www.selecthub.com/p/epm-software/jedox/) [Jedox](https://www.selecthub.com/p/epm-software/jedox/) Analyst Score 90 Compare User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $160Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026&price=3) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Jedox&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/af44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569/resources/normal/logo.png?1693317026)) Good For: Medium & large companies Best For: Sales Planning Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 8198879391976488100100980255075100 expand scores * Pros & Cons * Review * Key Features * Media * An Excel add-in lets finance users plan and forecast in a familiar environment * The built-in OLAP server handles multidimensional analysis for complex financial modeling * Jedox Integrator connects to 50-plus data sources for self-service ETL * Flexible deployment covers SaaS, public or private cloud, on-premises and hybrid * A steep learning curve makes it tough for users moving from spreadsheets * Large datasets and complex models can trigger slow performance * The mobile app does less than the desktop version, limiting on-the-go work * License and implementation costs can be a barrier for smaller budgets [Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) **Bottom line:** Jedox is a strong fit if you run budgeting, forecasting and planning out of finance and controlling, and your team already lives in Excel. You'll get a familiar interface that shortens the ramp-up and a powerful OLAP engine for the heavy modeling work. It scales from small businesses leaving spreadsheets behind up to global enterprises that need to centralize planning. Four pricing plans give you room to match the tool to your size and needs. The tradeoff is complexity. New users often find it overwhelming, and its on-premises roots can create friction around scalability and remote access. If your priority is a slick, cloud-native collaboration experience, other platforms may feel easier. Pricing runs premium, starting at $160 per month, and license and implementation costs add up. It's best when you value deep data analysis over simplicity, and you have the Excel expertise to get the most out of it. [Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) * **Excel add-in** – Work on budgeting, forecasting and planning straight from Excel, and convert existing spreadsheets into the platform without leaving familiar tools. * **Jedox Integrator** – Pull data together with built-in ETL and more than 50 connectors for databases, cloud sources, ERP, CRM and BI systems. * **Pre-built business content** – Start fast with a marketplace of application models and templates built for finance, sales, HR and other functions. * **Predictive analytics** – Run what-if scenarios and trend analysis using in-memory modeling and AI to plan around changing data. * **Granular data governance** – Set role-based access down to a single cell, with audit logs and differentiated licenses for different user types. [Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/jedox/) [Visit Site](https://www.jedox.com/) [ ](https://www.selecthub.com/p/fp-and-a-software/planful/) [Planful](https://www.selecthub.com/p/fp-and-a-software/planful/) Analyst Score 88 Compare User Sentiment: 86% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $1,250Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Planful&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3%2Fresources%2Fnormal%2Flogo.png%3F1693318788&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Planful&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/89db09d856d45d361982edc10ce738a2-925a4203cd5eb6f6fac361606f38adf3/resources/normal/logo.png?1693318788)) Good For: Medium & large companies Best For: Sales Planning Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 9696858072949510094100860255075100 expand scores * Pros & Cons * Review * Key Features * Media * Automated consolidation and report generation cut the time it takes to close the books each month * Forecasting tools use historical data and predictive analytics for more accurate, better-informed planning * A centralized platform keeps finance teams aligned on budgeting, forecasting, and reporting * Custom reports let you analyze financial data from multiple angles for deeper insight * A steep learning curve and feature-heavy interface slow down adoption for new users * Deeper customization often needs advanced technical skills or paid vendor services * Ad hoc and specialized reports can be cumbersome to build without technical help * Large datasets and complex reports can trigger slow loading and occasional lags [Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) **Bottom line:** Planful is a cloud FP&A platform built for mid-sized to large companies that need to handle complex budgeting, forecasting, consolidation, and reporting in one place. If your financial processes are involved and you want a single source of truth, it's a strong fit. If you have limited IT resources, weigh that against the setup effort. It works best when you're managing financial and operational planning across multiple departments and industries. You get budgeting, forecasting, consolidation, and reporting that scale with high data volumes, which is why it suits enterprises with demanding requirements over smaller, simpler setups. Be ready for some upfront investment. Initial setup and implementation can take time and may need real support from Planful's team. Day-to-day, the breadth of features helps once your people are trained, but expect a ramp-up period before everyone is comfortable. Pricing starts at $1,250 per month, so it sits at the premium end and makes more sense when you'll use the full planning and consolidation toolset. If you mainly want lightweight planning or heavy out-of-the-box integrations, you may want to compare other options first. [Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) * **Financial consolidation** – Pre-built consolidation handles currency conversion, translation adjustments, and automatic data mapping to speed up month-end closing across global entities * **Structured planning** – Predefined templates and automated data collection, aggregation, and validation reduce manual planning work and the risk of errors * **Dynamic planning** – Build custom financial models and configure planning experiences, with real-time data refreshes so you can make course corrections as numbers change * **Data integration** – Over 200 pre-built connectors automate data flows from ERP, CRM, and HCM systems, with validation points and audit trails across workflows * **Self-service reporting** – Multiple report formats and automated distribution let you meet financial, management, and ad hoc needs from a single cloud platform [Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/fp-and-a-software/planful/) [Visit Site](https://planful.com/) [ ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [SAP Analytics Cloud](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) Analyst Score 88 Compare User Sentiment: 84% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $36Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531&price=2) Free Trial: 30 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=SAP+Analytics+Cloud&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611/resources/normal/logo.png?1735673531)) Good For: Medium & large companies Best For: Sales Planning Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 8196808792977310080100980255075100 expand scores * Pros & Cons * Review * Key Features * Media * The Planning edition helps you build realistic budgets and forecasts with predictive analysis * Acts as a hub that pulls planning, consolidation and finance data from your SAP modules into one place * Smart Predict applies machine learning to forecast sales figures, order value and other key numbers * Dashboards and templates make it easy to build financial stories without deep technical skills * Some features struggle at the enterprise level, and performance dips outside the SAP ecosystem * Report creation is complicated and often needs IT support to get right * Data modeling lacks versatility, and there's no built-in data dictionary [Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) [ ![Ritinder Kaur](https://www.selecthub.com/wp-content/uploads/2021/06/cropped-Ritinder-Kaur-v2-1-96x96.png) Written By Ritinder Kaur, Senior Technical Content Writer ](https://www.selecthub.com/author/ritinder-kaur/) **Bottom line:** SAP Analytics Cloud is built for you if you're already locked into the SAP ecosystem and need a financial planning and consolidation tool. It pulls together business planning, consolidation, finance and supply chain data so you can make sense of it all in one platform. If you mainly want general BI or predictive analytics, you'll find better options elsewhere. The Planning edition is where it earns its keep for budgeting and forecasting. You can create accurate budgets, allocate resources where they're needed, and keep inventory in check to avoid surprise overhead. There's a special Account dimension for defining financial metrics like revenue, gross profit and operating expenses. Fit depends heavily on how much of your stack is SAP. Performance is solid with SAP data, but you may hit sluggishness with smaller uploads and at enterprise scale. Around 85% of reviewers said the same about enterprise-level performance. One more thing to weigh: the Planning edition is a premium spend at $14,100 per user annually, and the Digital Boardroom costs extra even on the enterprise edition. Budget for IT help on complex reports too. [Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) * **Planning edition** – Create realistic budgets and forecasts, allocate resources where they're needed, and manage inventory to cut down on overhead surprises. * **Account dimension** – Define core financial metrics like revenue, gross profit, operating expenses and cost of goods sold for planning and consolidation work. * **Smart Predict** – Forecast sales figures, order value and campaign impact using machine learning with classification, regression and time-series analysis on your data. * **Key driver analysis** – Spot what's driving critical metrics and understand variances with Smart Insights, then surface outliers using Smart Discovery. * **Conversational insights** – Pick a model with the Just Ask feature and type questions in plain language, and the tool auto-completes queries and suggests follow-ups. [Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) [ ](https://www.selecthub.com/p/epm-software/kepion/) [Kepion](https://www.selecthub.com/p/epm-software/kepion/) Analyst Score 87 Compare User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: [ $1,800Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Kepion&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6/resources/normal/logo.png?1693317469)) Good For: Medium & large companies Best For: Integration and Extensibility Project Planning Feature Scores Capital Expenditure Planning Cash Management FinancialConsolidation andReconciliation Planning,Budgeting,andForecasting Platform Capabilities ProfitabilityModelling and Analysis Project Planning Reports and Dashboards Revenue Planning Sales Planning Workforce Planning 9898739366100100758086960255075100 expand scores * Pros & Cons * Review * Key Features * Media * Strong budgeting and forecasting tools let you build detailed plans and run what-if analysis * Native Microsoft integration streamlines data flow for teams already in that ecosystem * Financial consolidation pulls data from multiple sources into accurate, timely reports * Real-time dashboards and scorecards centralize performance metrics across departments * Premium pricing that starts around $1,800 per month is a stretch for smaller operations * Reporting offers limited customization and formatting, so tailored reports are tough to build * Performance slows with large datasets or complex calculations, which can drag on productivity [Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) [ ![Khaleel Hayes](https://www.selecthub.com/wp-content/uploads/2020/07/Khaleel-96x96.jpg) Written By Khaleel Hayes, Technical Content Writer ](https://www.selecthub.com/author/khaleel-hayes/) **Bottom line:** Kepion is a solid pick if you're a mid-sized business that wants powerful budgeting and forecasting without a punishing learning curve. It's a strong EPM option, especially if your company already runs on Microsoft tools. Users point to budgeting and forecasting as the real strengths here. You can build detailed budgets, run what-if scenarios, and forecast future performance with good accuracy. The interface is more approachable than heavier platforms like Oracle Hyperion, which makes adoption easier for your team. The Microsoft tie-in is a big draw. Native integration keeps data flowing smoothly, so if you lean heavily on the Microsoft ecosystem, this fits better than a standalone tool. Pricing starts at $1,800 per month, so it sits on the premium side for smaller operations. Where you'll want to think twice is reporting. Users find it functional but light on customization. If you need highly tailored reports, you may need to budget for development work or look elsewhere. [Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) * **Planning and forecasting** – Build and collaborate on plans that align finance, sales, and operations teams, then test new possibilities with real-time analytics * **Scenario modeling** – Run what-if experiments across expense and workforce models to see how specific changes affect your goals * **Dashboards and scorecards** – Merge company performance data into a real-time central hub and push key metrics out to each department * **Revenue planning** – Enter volume for automatic gross sales calculations and connect revenue plans with your CRM or other enterprise systems * **Reporting and analysis** – Drill down into reporting modules to answer hard questions, then share documentation and detailed commentary [Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) ![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/epm-software/kepion/) [Visit Site](https://www.kepion.com/) #### Filter Products (25) Pricing $10 or less $10 - $100 $100 - $500 $500 - $1,000 $1,000 or more Company Size Small Medium Large Deployment Cloud On-Premise Platform Linux MacOS Windows Industries All Accounting / CPA Advertising Aerospace & Defense Agriculture Apparel Architecture Auto Dealership Automotive Banking & Financial Services Banking & Mortgage Chemicals Construction & Engineering Construction / Contracting Consulting Consumer Products Distribution E-commerce Education Electronics Energy & Utilities Federal Government Field Maintenance Food & Beverage Healthcare / Social Services Hospitality / Gaming / Travel Human Resources Industrial Machinery Information Technology & High Tech Insurance Legal Maintenance / Field Service Manufacturing Marketing Services Media & Communications / Entertainment Mill Products Mining / Metals Mortgage Non-Profit Not Available Oil & Gas Other Other Services Payroll Provider Pharmaceuticals Professional Employer Organization Professional Services Property Management Public Sector Real Estate Recruiting Agency Religious Institutions Retail Sales & Marketing Semiconductors Software / IT Sports and Recreation Staffing Agency State & Local Government Telecommunications Third-Party Administrator Transportation & Logistics Wholesale Distribution Free Trial Apply Reset filters ## All EPM Software Showing 1 - 20 of 25 Products Sort by Most Popular Starting Price (Low to High) Starting Price (High to Low) Analyst Rating User Sentiment [ Oracle EPM by Oracle America ](https://www.selecthub.com/p/epm-software/oracle-epm/) Analyst Score 100 [View Product Details ](https://www.selecthub.com/p/epm-software/oracle-epm/) Best For: Overall Capital Expenditure Planning Cash Management Financial Consolidation and Reconciliation Integration and Extensibility Planning, Budgeting,and Forecasting Platform Capabilities Project Planning Sales Planning Workforce Planning Start Price: [ $250Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Oracle%2BEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c%2Fresources%2Fnormal%2Flogo.png%3F1693316843&price=3) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Oracle+EPM&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/c3a690be93aa602ee2dc0ccab5b7b67e-77eb1ff5c5dcfbeb8e57c1ffa4e4f21c/resources/normal/logo.png?1693316843)) Good For: Medium & large companies Deployment: Cloud, On-Premise User Sentiment: 87% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.oracle.com/performance-management/) Compare up to 5 products [ Anaplan by Anaplan ](https://www.selecthub.com/p/epm-software/anaplan/) Analyst Score 94 [View Product Details ](https://www.selecthub.com/p/epm-software/anaplan/) Best For: Financial Consolidation and Reconciliation Platform Capabilities Project Planning Sales Planning Start Price: [ $20,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Anaplan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5%2Fresources%2Fnormal%2Flogo.png%3F1693319053&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Anaplan&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/8b048efecbe64fe76045e0109de0c2f1-c029b04376ab5e8fcfe1e8d6e6533fe5/resources/normal/logo.png?1693319053)) Good For: Medium & large companies Deployment: Cloud User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.anaplan.com/) Compare up to 5 products [ Adaptive Planning by Workday, Inc ](https://www.selecthub.com/p/epm-software/adaptive-planning/) Analyst Score 94 [View Product Details ](https://www.selecthub.com/p/epm-software/adaptive-planning/) Best For: Integration and Extensibility Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BPlanning&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9%2Fresources%2Fnormal%2Flogo.png%3F1693316678&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Adaptive+Planning&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/9978b7063e297d84bb2ac8e46c1c845f-16f6d837ac9a461c2460c796ed0584e9/resources/normal/logo.png?1693316678)) Good For: Medium & large companies Deployment: Cloud User Sentiment: 85% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) Compare up to 5 products [ Adaptive Insights by Adaptive Insights ](https://www.selecthub.com/p/epm-software/adaptive-insights/) [View Product Details ](https://www.selecthub.com/p/epm-software/adaptive-insights/) Start Price: [ $5,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Adaptive%2BInsights&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F80a8155eb153025ea1d513d0b2c4b675-846b4b531f93d41523516ffac2be6b5d%2Fresources%2Fnormal%2Flogo.png%3F1693316430&price=5) Free Trial: No Good For: Medium companies Deployment: Cloud User Sentiment: 91% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.workday.com/en-us/products/adaptive-planning/overview.html) Compare the top leaders [ OneStream by OneStream Software ](https://www.selecthub.com/p/epm-software/onestream/) Analyst Score 91 [View Product Details ](https://www.selecthub.com/p/epm-software/onestream/) Start Price: [ Custom Quote i OneStream doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=4) Free Trial: No Good For: Any company size Deployment: Cloud, On-Premise User Sentiment: 94% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.onestreamsoftware.com/) Compare up to 5 products [ Prophix by Prophix ](https://www.selecthub.com/p/epm-software/prophix/) Analyst Score 91 [View Product Details ](https://www.selecthub.com/p/epm-software/prophix/) Best For: Capital Expenditure Planning Integration and Extensibility Start Price: [ $3,000Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Prophix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210%2Fresources%2Fnormal%2Flogo.png%3F1749006241&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Prophix&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/2794f6a20ee0685f4006210f40799acd-5b0a1b80a521b3a3d3adacd1fa826210/resources/normal/logo.png?1749006241)) Good For: Medium & large companies Deployment: Cloud, On-Premise User Sentiment: 91% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.prophix.com/) Compare up to 5 products [ Essbase by Oracle America ](https://www.selecthub.com/p/epm-software/essbase/) [View Product Details ](https://www.selecthub.com/p/epm-software/essbase/) Start Price: [ $80Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Essbase&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fe924517087669cf201ea91bd737a4ff4-9080b701d39e037da6428a1e6086199f%2Fresources%2Fnormal%2Flogo.png%3F1693316997&price=2) Free Trial: No Good For: Medium & large companies Deployment: Cloud, On-Premise User Sentiment: 82% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.oracle.com/business-analytics/essbase.html) Compare the top leaders [ Tagetik by Tagetik Software ](https://www.selecthub.com/p/epm-software/tagetik/) Analyst Score 91 [View Product Details ](https://www.selecthub.com/p/epm-software/tagetik/) Best For: Capital Expenditure Planning Cash Management Start Price: [ $50,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Tagetik&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8%2Fresources%2Fnormal%2Flogo.png%3F1693317548&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Tagetik&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/067a26d87265ea39030f5bd82408ce7c-81ddcf57eaa7c477f76c4b1f5e915cb8/resources/normal/logo.png?1693317548)) Good For: Any company size Deployment: Cloud, On-Premise User Sentiment: 90% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.wolterskluwer.com/en/solutions/cch-tagetik) Compare up to 5 products [ Jirav by Jirav ](https://www.selecthub.com/p/epm-software/jirav/) Analyst Score 82 [View Product Details ](https://www.selecthub.com/p/epm-software/jirav/) Best For: Cash Management Project Planning Workforce Planning Start Price: [ $20,000Annually, Quote-Based ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jirav&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F503e7dbbd6217b9a591f3322f39b5a6c-0d3958f47c9e5f70f4fe29b4e0ebc2f8%2Fresources%2Fnormal%2Flogo.png%3F1693319235&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Jirav&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/503e7dbbd6217b9a591f3322f39b5a6c-0d3958f47c9e5f70f4fe29b4e0ebc2f8/resources/normal/logo.png?1693319235)) Good For: Any company size Deployment: Cloud User Sentiment: 94% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.jirav.com/) Compare up to 5 products [ SAP Analytics Cloud by SAP, Inc. ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) Analyst Score 88 [View Product Details ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) Best For: Sales Planning Start Price: [ $36Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BAnalytics%2BCloud&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611%2Fresources%2Fnormal%2Flogo.png%3F1735673531&price=2) Free Trial: 30 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=SAP+Analytics+Cloud&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/0801a457294fafbd8fe3116176252636-be45b937416f8d2cfc74345736831611/resources/normal/logo.png?1735673531)) Good For: Medium & large companies Deployment: Cloud User Sentiment: 84% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.sap.com/products/technology-platform/cloud-analytics.html) Compare up to 5 products [ Jedox by Jedox, Inc. ](https://www.selecthub.com/p/epm-software/jedox/) Analyst Score 90 [View Product Details ](https://www.selecthub.com/p/epm-software/jedox/) Best For: Sales Planning Start Price: [ $160Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Jedox&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Faf44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569%2Fresources%2Fnormal%2Flogo.png%3F1693317026&price=3) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Jedox&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/af44c4c56f385c43f2529f9b1b018f6a-2b6d7591130af12c66d1c3d5fb275569/resources/normal/logo.png?1693317026)) Good For: Medium & large companies Deployment: Cloud, On-Premise User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.jedox.com/) Compare up to 5 products [ Kepion by Kepion Solution ](https://www.selecthub.com/p/epm-software/kepion/) Analyst Score 87 [View Product Details ](https://www.selecthub.com/p/epm-software/kepion/) Best For: Integration and Extensibility Project Planning Start Price: [ $1,800Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Kepion&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6%2Fresources%2Fnormal%2Flogo.png%3F1693317469&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Kepion&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/608b30e45f4b60adb254a8127a6da8ef-a45ebd5b8ff6c2fb72b0f41fc56227b6/resources/normal/logo.png?1693317469)) Good For: Medium & large companies Deployment: Cloud, On-Premise User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.kepion.com/) Compare up to 5 products [ SAP Profitability and Performance Management by SAP ](https://www.selecthub.com/p/epm-software/sap-papm/) [View Product Details ](https://www.selecthub.com/p/epm-software/sap-papm/) Start Price: [ Custom Quote i SAP Profitability and Performance Management doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=SAP%2BProfitability%2Band%2BPerformance%2BManagement&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff772996dd0a20edc601519815e416e8d-4704e61d9541e046297818b8bbb8f845%2Fresources%2Fnormal%2Flogo.png%3F1721063579&price=3) Free Trial: No Good For: Medium & large companies Deployment: Cloud, On-Premise User Sentiment: 75% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.sap.com/products/financial-management/profitability-and-performance-management.html) Compare the top leaders [ Quantrix by Quantrix ](https://www.selecthub.com/p/epm-software/quantrix/) [View Product Details ](https://www.selecthub.com/p/epm-software/quantrix/) Start Price: [ Custom Quote i Quantrix doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Quantrix&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fdbc6904b9ae5239ad74f90306daae0ad-d2bb9299b5634f45ff1d237bb63827d5%2Fresources%2Fnormal%2Flogo.png%3F1749492992&price=2) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Quantrix&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/dbc6904b9ae5239ad74f90306daae0ad-d2bb9299b5634f45ff1d237bb63827d5/resources/normal/logo.png?1749492992)) Good For: Any company size Deployment: Cloud, On-Premise User Sentiment: 74% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://quantrix.com/) Compare the top leaders [ IBM Planning Analytics by IBM ](https://www.selecthub.com/p/epm-software/ibm-planning-analytics/) [View Product Details ](https://www.selecthub.com/p/epm-software/ibm-planning-analytics/) Start Price: [ $825Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=IBM%2BPlanning%2BAnalytics&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fbd853b475d59821e100d3d24303d7747-f6f8b6d28288fb058a535ddc4e24bb20%2Fresources%2Fnormal%2Flogo.png%3F1693317463&price=4) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=IBM+Planning+Analytics&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/bd853b475d59821e100d3d24303d7747-f6f8b6d28288fb058a535ddc4e24bb20/resources/normal/logo.png?1693317463)) Good For: Large companies Deployment: Cloud, On-Premise User Sentiment: 87% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.ibm.com/products/planning-analytics) Compare the top leaders [ StratPlan by Global Business Consultants ](https://www.selecthub.com/p/epm-software/stratplan/) [View Product Details ](https://www.selecthub.com/p/epm-software/stratplan/) Start Price: [ Custom Quote i StratPlan doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=StratPlan&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fd5bb9cf6866fa9b987b5b64c6c28f1f3-e7b10a59f9f90302f43b01b5c3268f55%2Fresources%2Fnormal%2Flogo.png%3F1749494616&price=2) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=StratPlan&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/d5bb9cf6866fa9b987b5b64c6c28f1f3-e7b10a59f9f90302f43b01b5c3268f55/resources/normal/logo.png?1749494616)) Good For: Any company size Deployment: Cloud, On-Premise User Sentiment: 89% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.globalbusinessconsultants.com.au/) Compare the top leaders [ Infor dEPM by Infor ](https://www.selecthub.com/p/epm-software/infor-depm/) [View Product Details ](https://www.selecthub.com/p/epm-software/infor-depm/) Start Price: [ Custom Quote i Infor dEPM doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Infor%2BdEPM&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F3d2c3ec9b0b199a105b514368ca8a8db-ee97e753249a604aabb5238cf24def7a%2Fresources%2Foriginal%2Flogo.svg%3F1749494934&price=2) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Infor+dEPM&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/3d2c3ec9b0b199a105b514368ca8a8db-ee97e753249a604aabb5238cf24def7a/resources/original/logo.svg?1749494934)) Good For: Large companies Deployment: Cloud, On-Premise User Sentiment: 75% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.infor.com/) Compare the top leaders [ idu-Concept by IDU ](https://www.selecthub.com/p/epm-software/idu-concept/) Analyst Score 68 [View Product Details ](https://www.selecthub.com/p/epm-software/idu-concept/) Start Price: [ $50Per User, Monthly ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=idu-Concept&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F18fc72d8b8aba03a4d84f66efabce82e-9599640c456def385069966cb7d4f710%2Fresources%2Fnormal%2Flogo.png%3F1693317555&price=2) Free Trial: No Good For: Medium & large companies Deployment: Cloud, On-Premise User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.idusoft.com/budgeting-forecasting-and-reporting) Compare up to 5 products [ Rocket CorVu by Rocket Software, Inc. ](https://www.selecthub.com/p/epm-software/rocket-corvu/) [View Product Details ](https://www.selecthub.com/p/epm-software/rocket-corvu/) Start Price: [ Custom Quote i Rocket CorVu doesn't have a fixed starting price. For pricing details, you'll need to request a custom quote. Factors that can influence final pricing for EPM Software typically include number of users, chosen modules or features, level of support, services like implementation, and add-ons. ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Rocket%2BCorVu&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F769ac34a4012ab69c069de0bab7d9e81-1bb87d41d15fe27b500a4bfcde01bb0e%2Fresources%2Fnormal%2Flogo.png%3F1693317462&price=3) Free Trial: No Good For: Any company size Deployment: On-Premise User Sentiment: 76% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://www.rocketsoftware.com/en-us/products/corvu) Compare the top leaders [ Vena by Vena Solutions, Inc. ](https://www.selecthub.com/p/fp-and-a-software/vena/) [View Product Details ](https://www.selecthub.com/p/fp-and-a-software/vena/) Start Price: [ $5,000Annually ](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=Vena&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fc%2Fepm-software%2F&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F0da474fc8e382f9c6d6d774bb433339a-014668f464eed0e5cef1c623c6e5841c%2Fresources%2Fnormal%2Flogo.png%3F1693317728&price=5) Free Trial: Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Vena&category=EPM+Software&product%5Flogo=https://cdn.selecthub.com/products/0da474fc8e382f9c6d6d774bb433339a-014668f464eed0e5cef1c623c6e5841c/resources/normal/logo.png?1693317728)) Good For: Medium & large companies Deployment: Cloud User Sentiment: 86% of users recommend this product i Based on user reviews collected from popular reviews sites. [Visit Site](https://venasolutions.com/) Compare the top leaders * < * 1 * [2](https://www.selecthub.com/c/epm-software/?page=2) * [ \> ](https://www.selecthub.com/c/epm-software/?page=2) ### Guide Contents * [Executive Summary](#bg-heading-1) * [Deployment Methods](#bg-heading-2) * [Primary Benefits](#bg-heading-3) * [Implementation Goals](#bg-heading-4) * [Basic Features & Functionality](#bg-heading-5) * [Advanced Features & Functionality](#bg-heading-6) * [Current & Upcoming Trends](#bg-heading-7) * [Software Comparison Strategy](#bg-heading-8) * [Cost & Pricing Consideration](#bg-heading-9) * [Questions to Ask Yourself](#bg-heading-10) * [Questions to Ask Vendors](#bg-heading-11) * [In Conclusion](#bg-heading-12) Related Categories [CPM Software](https://www.selecthub.com/c/cpm-software/) [FP&A Software](https://www.selecthub.com/c/fp-and-a-software/) List Your Product Thousands of buyers are researching their next purchase. Ensure they find you by claiming your product profile now. [Claim Product Listing]( https://pmo.selecthub.com/claim-your-product/) ## EPM Software Buyer's Guide ## What is EPM Software? Enterprise Performance Management (EPM) software acts as a business's central command center for all things financial, solving the chaotic problem of siloed data and disconnected planning. Key functionalities include budgeting, forecasting, and profitability modeling. Emerging features like AI-driven insights and predictive analytics are transforming decision-making. Chief financial officers, finance teams, and business leaders in any industry benefit most from this. A notable limitation is the complex data integration required during implementation, but the software's ability to unify financial processes and provide a single source of truth is an indispensable value proposition. ### What are the Key Benefits of EPM Software? * Improved visibility * Enhanced decision-making * Streamlined reporting * Resource optimization * Boosted transparency * Accurate forecasting * Reduced costs * Increased agility * Data-driven strategy **EPM Software is All About Showcasing Data and Making Wiser Decisions** By Khaleel Hayes, Technical Content Writer at SelectHub ![EPM Software BG Intro Header]() Obtaining vital data and KPIs is only half the battle. You have to process this information and comprehend how to best use it for the future. EPM software can answer these and other questions: * What worked? * What didn't work? * How do you resolve existing bottlenecks? * What's your client demand? EPM software is the best way to help resolve all these questions and better manage this information overload. This buyer's guide covers everything enterprise performance management. It'll highlight top features, benefits, industry trends and the top products on the market. ### Executive Summary * An EPM application improves all company sectors with thorough data analyses and KPI measuring. * Some of this software's advantages include automation, centralizing departments and expediting operations. * Forecasting/planning, financial consolidation, reporting, 24/7 insight access and modeling are some standard EPM features. * Relevant EPM market trends include the cloud, mobility, big data and artificial intelligence (AI). * Company sizes, deployment options, add-on modules and brand new software are some of the top pricing considerations to mull over. **What This Guide Covers:** * [Deployment Methods](#2) * [Primary Benefits](#3) * [Implementation Goals](#4) * [Basic Features & Functionality](#5) * [Advanced Features & Functionality](#6) * [Current & Upcoming Trends](#7) * [Software Comparison Strategy](#8) * [Cost & Pricing Considerations](#9) * [Questions to Ask Yourself](#11) * [Questions to Ask Vendors](#12) * [In Conclusion](#13) ### Deployment Methods There are several deployment methods to consider when choosing the best EPM software. Cloud and on-premise are the most popular. The cloud enables you to access the program from a vendor's or third-party server instead of hosting it on your computer hard drives, saving space and implementation time. You also open the door for mobility and access the platform on your phone, tablet or other mobile devices. Mobility also provides real-time updates, so you and your team are always in the loop. Vendors are also in charge of providing updates and keeping your data safe with several security methods. These tactics include multi-factor authentication, [data encryption](https://www.ibm.com/topics/encryption), access levels and more. This deployment option is ideal if you're a large organization that's always on the move. On-premise or legacy systems permit you to host the platform on your company computers. You're in charge of keeping the solution up to date and maintaining your hardware. This deployment choice is best for start-ups or small businesses. It's also suitable for companies with one location and doesn't have to oversee countless regions nationwide or abroad. ### Primary Benefits This application comes with several perks to maximize efficiency. ![Benefits of EPM Software]() #### Automates Processes By automating reporting, budgeting and other workflows, you save time for other vital responsibilities. When you get high-priority jobs handled, you increase productivity and save money. #### Links Departments Similar to an ERP system, EPM software unifies CRM, HR and other sectors within your business to ensure everyone is on the same page when changes occur. For example, if you made a new budget for the year, you can share that with everyone, so they're aware of upcoming changes. #### Accelerates the Process This system boosts every stage of the EPM cycle, such as planning, budgeting, reporting, advanced analytics, etc. Expediting these processes, you garner data and make better decisions faster. ### Implementation Goals No matter what your goa — whether to eliminate a spreadsheet system or replace your traditional model — businesses need to implement robust invoice automation software. Below, you’ll find a list of goals to achieve through implementation. | **Goal 1** Garnering the Ideal KPIs | To implement this system and not gather KPI insights and other vital insights is a waste of time and effort. Some [examples](https://www.kepion.com/blog/kpis-essential-component-enterprise-performance-managementskpi) include days sales outstanding (DSO), working capital, inventory turnover, net profit margin and [gross profit margin](https://www.investopedia.com/terms/g/gross%5Fprofit%5Fmargin.asp). | | -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Goal 2** Coordinate with Other Departments | Keeping your entire company on the same page cannot be stressed enough. You don't want to go left while the rest of your staff think you're going right. Centralization and real-time notifications enable you and your team to receive and follow new budgets and strategies for the future. | | **Goal 3** Functionality and Ease of Use | Whether you're brand new to the [software selection process](https://www.selecthub.com/miscellaneous/technology-selection/software-selection-tips/) or you're in search of a new system, it's critical to take a test drive of this new platform. Asking vendors for demos, proofs-of-concept (POCs), use cases or even free trials allow you to comprehend what the system can do. You wouldn't drive a car off the lot before testing it, right? This principle also applies to EPM software. Create a requirements list to know what you're looking for, and ask vendors if they offer these modules out of the box. Then ask for demos, and score each feature accordingly. | | **Goal 4** Reasonable Cost | Programs vary in price depending on accessories, company sizes, deployment options and other factors. Establish and stick to a solid budget for your [total cost of ownership (TCO)](https://www.investopedia.com/terms/t/totalcostofownership.asp). Deliberate with your selection committee on the must-have features for each department. | | **Goal 5** Easy Implementation Process | Once you've found the right system, it's time to implement it. The [implementation process](https://www.selecthub.com/enterprise-resource-planning/whats-best-way-implement-erp/) consists of migrating data, training, testing, going live and post-go-live tasks. Following these steps to a tee ensures a smooth implementation and ensures your software works correctly. If errors arise, you can catch and rectify them early. | ### Basic Features & Functionality | Forecasting/Planning | Prepare for the future with effective estimating and planning tools to craft and cement budgets for specific months, quarters or years. | | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Financial Consolidation | Merge financial processes into one centralized place to access budgets, reports, transactions, general ledgers and more instead of searching across multiple bookkeeping applications. | | Reporting | Craft in-depth reports such as sales performance by location, management information dashboard, profit and loss, etc. swiftly. | ### Advanced Features & Functionality | Human Capital Management (HCM) Reports | [HCM](https://www.adp.com/resources/articles-and-insights/articles/w/what-is-human-capital-management.aspx) deals with hiring, supervising and maximizing employee efficiency. Obtain thorough files on recruitment, payroll, [time and attendance](https://www.selecthub.com/category/hris/time-and-attendance/), talent management, compliances and more. | | -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 24/7 Insight Access | Access data in real time on all mobile devices such as phones, laptops and tablets. You can review and manage estimates in and out of the office. | | Modeling | Conduct what-if analyses to craft realistic estimates against ever-changing customer demand. | ### Current & Upcoming Trends You might get a little nervous reading this section because of many existing trends. You're not sure if this technology is even worth implementing because it sounds like something from a sci-fi movie. But we'll go over a few EPM trends, and you can decide whether they're suitable for your business. Like software, you need a technological direction that aligns with your operations. #### The Cloud and Mobility [MarketsandMarkets](https://www.marketsandmarkets.com/Market-Reports/cloud-computing-market-234.html) predicts that the global cloud computing market will reach $947.3 billion by 2026\. The cloud shows no signs of slowing down. You gain real-time information from virtually any location with a strong internet signal. What more could you need? You don't even have to host it on your company computers and servers, saving you plenty of space. ![EPM Software Cloud and Mobility Stat]() #### Big Data Think of big data as an ocean with vast information sets. These different data bodies permit you to find trends for specific products, customer demand, success and failure rates and more. It's like having a giant digital library at your fingertips, making big data the perfect asset for EPM software. Manufacturing also leverages this trend. ![Cloud and Mobility Stat]() [StrategyR](https://www.strategyr.com/market-report-big-data-forecasts-global-industry-analysts-inc.asp) expects the global big data market to hit $234.6 billion in 2026. #### Artificial Intelligence (AI) ![AI Stat]() Lastly, AI is everywhere, from Alexa telling you the weather to automating workflows in [ERP](https://www.selecthub.com/enterprise-resource-planning/erp-trends/), [accounting](https://www.selecthub.com/enterprise-resource-planning/accounting/accounting-automation/) and [manufacturing](https://www.selecthub.com/manufacturing/manufacturing-trends/) solutions. It can also utilize machine learning, [robotic processing automation](https://www.uipath.com/rpa/robotic-process-automation) and natural language processing to keep productivity running 24/7, learn certain operations to accomplish tasks better and recognize human speech. [Mordor Intelligence](https://www.mordorintelligence.com/industry-reports/global-artificial-intelligence-market) predicts the global AI market will reach $185.17 billion by 2026. ### Software Comparison Strategy Once you've developed a solid list of requirements that you and your team need, it's time to compare vendors. At SelectHub, we have a number scale where we rank modules from 100 (meaning the module is available out of the box) or 0 (the feature is not supported out of the box). When you compare numbers across various vendors, you'll get an idea of who you want to choose for a demo, POC or use case. ### Cost & Pricing Consideration As aforementioned in the top implementation goals, several factors affect an EPM software's TCO. #### Company Size How big is your organization? Or better yet, how much growth do you expect in the next three to five years? Are you looking to upscale or downsize? Most platforms cater to specific sizes or offer scalability features to align with a surge in employees, machinery, departments or locations. You wouldn't want to invest in an enterprise application when you only have 50 to 100 employees. Likewise, you wouldn't want a mid-sized or small application for a massive enterprise like Amazon, Microsoft, Apple or the like. #### Deployment On-premise or cloud deployment options also play a role in your TCO. Cloud deployments typically offer subscriptions to pick and choose from, making them less expensive. On-premise runs higher because you have to account for licensing fees. Whichever deployment option you choose, verify that it aligns with your budget and company goals. #### A Brand New System or Add-Ons Typically, it's a lot cheaper to invest in additional modules than brand new software. But there are instances where buying a new solution is better because your current software is an outdated legacy system, you don't own any software or your current system doesn't support your company's scalability. On the other hand, your EPM software works great at analyzing KPIs. But you need some [CRM tools](https://www.selecthub.com/c/crm-software/) to link with your existing platform. ### Questions to Ask Yourself Use these questions as a starting point for internal conversations: ![EPM Software Key Questions to Ask]() * How big is your company? Are you looking to expand, downsize or stay the same in the next five years? * What's wrong with your current software or methodology? * Do you need a brand new system or add-on modules? * Do you want an on-premise or cloud system? * Which industry(ies) does your company serve? * How much are you willing to spend on a new system? ### Questions to Ask Vendors Use these questions as a starting point for conversations with vendors: #### About the Software * Is this a cloud or on-premise solution? * Can you offer a demo, use case or POC to get a test drive of the solution? * How easy or complex is the user interface? * Does this system come with the modules we requested? * Is this solution suitable for our industry and company size? * Do you provide automatic updates and fixes for cloud systems? #### About the Vendor * What security measures do you use for cloud systems (multi-factor authentication, data encryption, access permissions, etc.)? * How reliable is your customer support team? * How long is the implementation process? * How many successful implementations have you had in the last three months? Six months? A year? * What payment options do you offer? * Do you offer comprehensive training materials? ### In Conclusion Choosing the ideal EPM software can be as complex as any Indiana Jones quest if you don't know what you need. But you need a system that aligns with your company's objectives. 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Management Tools User Research Tools Vacation Rental Software Vector Graphics Software Vendor Risk Management Software Vibe Coding Tools Video Conferencing Platforms Video Editing Software Video Interview Software Virtual Phone Systems Visual Collaboration Tools VoIP Providers Volunteer Management Software VPN Software Vulnerability Management Software Warehouse Management Software WCMS Software Web Design Software Website Builders Whiteboard Software Work Management Software Workflow Management Software Workforce Management Software XDR Software Choose a category to select a product VS Choose a category to select a product Compare ## About The Contributors The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content. [ ](https://www.selecthub.com/author/khaleel-hayes/) Written By [Khaleel Hayes](https://www.selecthub.com/author/khaleel-hayes/) Technical Content Writer Khaleel Hayes is a Technical Content Writer for SelectHub, with over 4 years of experience crafting content for manufacturing, PLM, ERP and technology selection audiences. He's also a freelance writer in his spare time. His body of work includes poetry, short plays, feature articles and film reviews either self-published or in Denver publications. He graduated with a B.A. in Journalism and an English minor from Metropolitan State University of Denver in May 2018\. When not writing, he enjoys classic movies and music, tasty burgers, tasteful bookstores, and breathtaking art and photography. [See Full Bio](https://www.selecthub.com/author/khaleel-hayes/) [ ](https://www.selecthub.com/author/rohit-dutta-mazumder/) Technical Research By [Rohit Dutta Mazumder](https://www.selecthub.com/author/rohit-dutta-mazumder/) Senior Analyst Hailing from the serene landscapes of Assam, India, Rohit is a seasoned professional with diverse expertise in several software categories. Armed with a Bachelor of Technology in Mechanical Engineering and an MBA in Operations Management, he brings a unique blend of technical acumen and strategic thinking to the table. His proficiency extends across dynamic fields such as Product Lifecycle Management, Hotel Management, Ecommerce, Accounting and Finance. [See Full Bio](https://www.selecthub.com/author/rohit-dutta-mazumder/) [ ](https://www.selecthub.com/author/k-k-shashank/) Technical Review By [Shashank K K](https://www.selecthub.com/author/k-k-shashank/) Principal Analyst After graduating with a Masters in Finance from Trinity College Dublin, K K Shashank's research and detail-oriented skills led them to SelectHub. He has diverse knowledge across various software categories like Accounting, Financial Planning and Analysis, Ecommerce, Risk Management, PLM, Insurance and more since 2020. [See Full Bio](https://www.selecthub.com/author/k-k-shashank/) [ ](https://www.selecthub.com/author/hunter-lowe/) Edited By [Hunter Lowe](https://www.selecthub.com/author/hunter-lowe/) Content Editor Hunter Lowe is a Content Editor, Writer and Market Analyst at SelectHub. His team covers categories that range from ERP and business intelligence to transportation and supply chain management. Hunter is an avid reader and Dungeons and Dragons addict who studied English and Creative Writing through college. In his free time, you'll likely find him devising new dungeons for his players to explore, checking out the latest video games, writing his next horror story or running around with his daughter. 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