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Best Corporate Performance Management Software Providers Shortlist

Here is my list of the best CPM software providers (in no particular order):

  1. Board - Best for small to mid-sized firms
  2. Cube - Best for ease of use
  3. Anaplan - Best for large corporations
  4. SAP Analytics Cloud - Best affordable business intelligence software
  5. Sisense - Best for data-driven analytics
  6. Prophix - Best for automation
  7. Mosaic Tech - Best for strategic financial planning and modeling
  8. Vena - Best for collaboration and team task management
  9. Workday Adaptive Planning - Best for growing companies
  10. Axiom - Best for healthcare and financial services firms
  11. Jirav - Best for easy integrations
  12. IBM Planning Analytics - Best for AI insights

In this guide, I’ll go over the 12 best corporate performance management software solutions available today

I’ll break down each tool’s functionality, standout features, integrations, and overall value to help you find the right corporate performance management software for your team.

What is Corporate Performance Management Software?

CPM is sometimes referred to as business performance management (BPM) or enterprise performance management (EPM). It’s a tool that helps organizations achieve their financial goals by allowing teams to collaborate more effectively in planning, managing, and monitoring an organization’s performance.

CPM software is focused on financial planning and analysis and managing the financial close process. CPM solutions give management a “bird’s-eye view” of operations and performance trends to identify areas for future growth or cost-savings.

Overview of the Best Corporate Performance Management Software

There are hundreds of CPM solutions on the market. I’ve narrowed it down to the top options based on a combination of factors explained in detail near the end of this article. These are the best CPM software providers available today.

1. Board - Best for small to mid-sized firms

Board distribution planning dashboard screenshot
Board’s cloud-based CPM software solution offers intuitive interfaces across all major devices. (Image Source)

Board is an advanced business planning platform that combines traditional CPM software tech with advanced predictive analytics and business intelligence features. It’s an excellent option for small to midsize firms, but may lack some of the features needed for larger corporations.

Why I picked Board

Board is a versatile solution that lends itself well to a wide variety of use cases and business sizes. It also lets you choose between installing the software as an on-site legacy system, or using their cloud-based solution that’s accessible from just about any device.

Board Standout Features and Integrations

Standout features of Board include real-time modeling, and advanced data mapping and visualization tools.

Predictive analytics features are another standout selling point of Board. Machine learning forecasting, statistical functions, and advanced simulation allow firms to test a wide variety of what-if scenarios that pull from real-time data to give you the exact information you need.

Integrations include SAP, Microsoft Azure, Vertica, Exasol, and it easily integrates with MS Office and dozens of other tools.

Pricing: Contact Board for customized pricing.

Free trial: None

  • BI features complement traditional CPM functionality
  • Responsive mobile apps and cross-platform support
  • Versatile feature set and user-friendliness support a wide variety of firms
  • Limited customization options for reporting
  • Customer support is known for slow response times

2. Cube - Best for ease of use

Cube summary dashboard screenshot
Cube’s spreadsheet-native platform is simple to use yet versatile enough for large-scale firms. (Image Source)

Cube is a financial planning & analysis (FP&A) solution that’s spreadsheet native. It’s built around Microsoft Excel and uniquely also supports bi-directional work through Google Sheets. Cube’s simple-yet-comprehensive functionality is highly user-friendly and is also easy to set up and get onboarded.

Why I picked Cube

I selected Cube primarily because of its ease of use and intuitive UI. The spreadsheet-native design is dead simple to use, yet the software can handle companies of all sizes.

Cube Standout Features and Integrations

Standout features of Cube include automated data consolidation from multiple sources, multi-scenario analysis, multi-currency support for international operations, and advanced audit trailing to identify discrepancies and reduce errors.

Integrations include native integration with popular spreadsheet tech like MS Excel and Google Sheets, Cube also integrates with dozens of other tools, including NetSuite, QuickBooks, MS Dynamics, ADP, QuickBooks, Sage, Gusto, Snowflake, and Salesforce.

The Enterprise-level Cube plan comes with custom integration—meaning Cube’s team will work with you to integrate your existing systems and create custom solutions.

Pricing: From $1,250 per month

Free trial: Free demo available by request

  • Custom integrations available on Enterprise plan
  • Transparent pricing (pricing is publicly available)
  • Spreadsheet native with bi-directional editing (Excel & Sheets)
  • Solely focused on FP&A
  • Limited payroll/headcount monitoring features

3. Anaplan - Best for large corporations

Anaplan workforce planning dashboard screenshot
Anaplan offers enterprise-level features with advanced AI, predictive algorithms, and complex business modeling. (Image Source)

Anaplan is an enterprise-level CPM solution that powers some of the biggest companies in the world. Its functionality relies heavily on machine learning and predictive analysis to model complex business scenarios, and it’s highly adaptive to changing businesses and industries.

To be frank, Anaplan is overkill for smaller firms—and likely too pricey, as well, with significant upfront licensing costs. But for enterprise firms, Anaplan’s advanced feature set is well worth the cost of admission.

Collaboration is a big selling point of Anaplan. Tools are designed to support finance and executive teams while also integrating real-time data from all departments. And responsive, cloud-based cross-compatibility means that team members can work together remotely and efficiently.

Why I picked Anaplan

I picked Anaplan as a top option for large corporations due to its collaborative features and complex business modeling capabilities.

Anaplan Standout Features and Integrations

Standout features of Anaplan include detailed hyperscale models for custom predictive modeling, workforce planning tools, predictive algorithms, and collaborative features to help finance teams work together more efficiently.

Integrations include cloud systems like AWS, Microsoft Azure, Google BigQuery, and more.

Pricing: Contact Anaplan for customized pricing.

Free trial: Free demo available

  • Real-time collaboration features are great for large teams
  • Intuitive, enterprise-wide modeling
  • Increased visibility into transaction-level data
  • Data security and reliability
  • Solutions for most enterprise modules; human resources, finance, supply chain, and more
  • Annual subscription costs include significant upfront licensing fees
  • Some advanced features are reserved for higher-tier plans (more expensive)

4. SAP Analytics Cloud - Best affordable business intelligence software

SAP Analytics Cloud sales dashboard screenshot
SAP Analytics Cloud offers business intelligence (BI) software solutions from just $36/month, plus advanced planning at custom pricing. (Image Source)

SAP Analytics Cloud is a business intelligence (BI) and enterprise planning solution. Uniquely, the service offers split plans: Standard BI features are available in a surprisingly low-cost plan (from just $36/month), while enterprise planning features are available in more traditionally priced custom plans.

Personally, I like this pricing model. For budget-minded firms, a ton of value can be gained through SAP’s BI insights. The Smart Insights feature offers insights into the context behind your firm’s data, while Smart Predict provides useful predictive analytics with one click. And it’s all displayed with a user-friendly UI and attractive visualization features.

For the full deal, firms can upgrade to BI + enterprise planning, which dramatically expands on the feature set of SAP Analytics Cloud.

Why I picked SAP Analytics Cloud

I selected SAP Analytics Cloud as a top option for budget-minded firms due to its competitive pricing, starting at just $36 per month.

SAP Analytics Cloud Standout Features and Integrations

Standout features of SAP Analytics Cloud include augmented analytics, self-service data modeling for user-friendly custom modeling, extended scenario planning, and predictive forecasting.

Integrations include other SAP systems, Google BigQuery, SQL, and more.

Pricing: Business intelligence from $36/month. Contact SAP for customized pricing for planning.

Free trial: Free 30-day trial

  • Affordable plans from $36/mo
  • Module service bundles make it simple to build a budget-appropriate software package
  • Advanced BI tools at a low cost
  • Limited data-prep features
  • Learning curve can be steep for new users

5. Sisense - Best for data-driven analytics

Sisense custom dashboard screenshot
Sisense’s data-driven analytics tools are comprehensive and easily viewable via a fully customizable dashboard. (Image Source)

All corporate performance management software solutions worth their salt will be highly data-driven. But Sisense stands apart as one of the most data-intensive platforms on the market. For companies whose operations involve large volumes of data, Sisense may be a good fit.

Sisense makes it relatively simple to merge multiple data sources through ample third-party integrations—and importantly, user-friendly visualization tools available through the primary analytics dashboard enable teams to actually utilize said data for key operational decisions. It’s also easier to spot data irregularities and anomalies, making Sisense a solid tool for internal auditing processes.

Why I picked Sisense

I selected Sisense because of its ability to handle huge volumes of business data while providing analytics and insights in a digestible format.

Sisense Standout Features and Integrations

Standout features of Sisense include a fully customizable analytics dashboard with simplified data views to identify trends, and the option to integrate Sisense analytics into third-party applications.

Integrations include common SQL databases, AWS, Snowflake, Exasol, Salesforce, and more.

Pricing: Contact Sisense for customized pricing.

Free trial: Demo available

  • Intuitive UI
  • Custom dashboards with almost infinite customization options
  • Easily shareable dashboards and reports
  • Good out-of-box functionality
  • Confusing error messages
  • Customer support is lacking

6. Prophix - Best for automation

Prophix dashboard summary screenshot
Prophix is an automation-heavy CPM solution for mid-sized to large firms. (Image Source)

Prophix is a CPM platform with ample automation features. With Prophix, the more time-consuming and mundane financial processes like forecasting, reporting, and budgeting can all be automated so finance teams are free to focus on more value-added activities.

Beyond automation, another key selling point of Prophix is security. Prophix maintains a comprehensive set of InfoSec and privacy protocols to protect customer data and internal processes. It’s certified against multiple security framework standards, including ISAE 3402, SOC1 Type 2, SOC2 Type2, SOC3 Type 2, ISO 27001, ISO 27017, ISO 27018, and more.

Why I picked Prophix

I selected Prophix because of its automation-focused approach to CPM.

Prophix Standout Features and Integrations

Standout features of Prophix include a security-first digital infrastructure for enterprise-level data security, data integration from multiple sources, and AI-driven anomaly detection for more efficient financial closing.

Integrations include Sage, Microsoft Dynamics 365, Deltek, QAD, and more.

Pricing: Contact Prophix for customized pricing.

Free trial: Demo available

  • Automations
  • Top-tier security and data protection
  • Intuitive UI
  • AI-driven features can help detect anomalies and errors
  • Facilitates a faster financial close
  • Customer support for third-party integration is somewhat lacking
  • Designed for finance teams (non-finance teams may face a steeper learning curve)

7. Mosaic Tech - Best for strategic financial planning and modeling

Mosaic tech executive summary dashboard
Mosaic Tech implements real-time data to keep finance teams agile. (Image Source)

Mosaic Tech is a strategic financial planning and modeling platform built for finance teams at large organizations. It employs a future-focused model by helping integrate data and automate analysis, allowing firms to focus on future process optimizations.

While it’s future-focused, part of the reason I like Mosaic is that it also implements real-time data to adapt to changing conditions. Finances and reporting can be refreshed in minutes to adapt to the most recent data, keeping finance teams agile. It’s also a good tool for working with sensitive data and/or large teams because it has enhanced user permission settings.

Why I picked Mosaic Tech

I selected Mosaic as a top CPM software because of its strategic modeling tools that integrate real-time data.

Mosaic Tech Standout Features and Integrations

Standout features of Mosaic Tech include advanced data security (including fine-tuned user permission settings to customize permissions), real-time analysis, and dynamic headcount forecasting for HR and finance teams.

Integrations include HubSpot, Gusto, NetSuite, QuickBooks, Workday, and more.

Pricing: Contact Mosaic Tech for customized pricing.

Free trial: Demo available

  • Easy onboarding process (can be done in as little as 24 hours)
  • Excellent strategic planning insights
  • Infinite what-if scenarios and modeling
  • Steep learning curve

8. Vena - Best for collaboration and team task management

Vena annual budget status tracker screenshot
Vena offers useful collaboration tools, like threaded comment replies and built-in task management. (Image Source)

Vena is a Microsoft Excel-native CPM solution that’s relatively simple to use (at least for Excel experts).

Vena implements many task-management and communication features directly into the platform, enabling finance teams to work together with less friction. Threaded, in-sheet comment replies and due-date assignments are just two examples of Vena’s genuinely useful collaboration functionality.

Why I picked Vena

I chose to include Vena because it’s Excel-native, making it easy to learn—and because of its ample collaboration features.

Vena Standout Features and Integrations

Standout features of Vena include intuitive drag-and-drop report building for simplicity, collaboration features such as threaded comment replies, and task-management features to help teams work together with fewer third-party tools.

Integrations include Oracle, Sage, SAP, QuickBooks, and Salesforce, and the Excel-native integration makes it simple to import Excel spreadsheets and data in order to take existing Excel models even further.

Pricing: Contact Vena for customized pricing.

Free trial: Demo available

  • Good for collaboration
  • Excel native and intuitive for Microsoft 365 users
  • Free 7-day demo preview
  • Spreadsheet native, but lacks Google Sheets support
  • Limited third-party integrations

9. Workday Adaptive Planning - Best for growing companies

Workday adaptive planning sales summary screenshot
Workday Adaptive Planning is a cloud business software for growing firms looking for scalability and versatility. (Image Source)

I picked Workday as a good option for rapidly growing/changing firms for two reasons. The first is that it takes a broader approach than just finance. Its HR and hiring insights in particular are valuable for growing firms.

The second is the ease of integration with other Workday tools, including its financial management, strategic planning, and human capital management platforms.

Why I picked Workday

I selected Workday for its comprehensive EPM features and its focus on versatility. Teams easily collaborate on operations, supply chain, marketing, HR, and IT.

Workday Standout Features and Integrations

Standout features of Workday Adaptive Planning include elastic hypercube technology (Workday’s proprietary modeling system) for advanced financial modeling, drag-and-drop report building, and embedded machine learning.

Integrations include over 600 pre-built integrations, and Workday offers custom integration support. This tool can be used alone or in conjunction with Workday Financial Management (and other Workday business tools).

Pricing: Contact Workday for customized pricing.

Free trial: Free 30-day trial available

  • Full EPM functionality gives you a broader look at your operations
  • Fast deployment and configuration
  • Strong data security
  • Unlimited scenario planning
  • Steep learning curve
  • Limited collaboration features

10. Axiom - Best for healthcare and financial services firms

Axiom budget tracker screenshot
Axiom offers industry-specific financial modeling for healthcare, financial services, and higher education firms. (Image Source)

Axiom is a unique EPM/CPM software solution that’s tailored to the needs of firms in three key industries: healthcare, financial services, and higher education. It’s the only software on this list that offers industry-specific modeling and features.

If your firm fits into one of these categories, Axiom is definitely worth considering—but if not, there are likely better options, to be honest.

Why I picked Axiom

I selected Axiom because of its industry-specific features and insights for financial, healthcare, and higher education companies.

Axiom Standout Features and Integrations

Standout features of Axiom include industry-specific insights and models for plus advanced scenario modeling for companies in healthcare, higher education, and financial services.

There are some genuinely unique features built into Axiom, particularly for the medical industry. For instance, Clinical Analytics allows for anonymized analysis of care performance in hospital or clinic settings. And its comparative analytics gives you access to industry data sets for costing, healthcare outcomes, and more.

Integrations include MS Office Suite and Microsoft Excel.

Pricing: Contact Axiom for customized pricing.

Free trial: Demo available

  • Easy to use
  • Solid integrations
  • Excellent for medical industry firms
  • Limited use cases outside of industry-specific models

11. Jirav - Best for easy integrations

Jirav cost of goods sold financial summary screenshot
Jirav offers ample integrations that are easy to connect. (Image Source)

Jirav is a simple-to-use, driver-based software solution. While it’s focused on FP&A, you get some general business planning and forecasting features in there, too.

I picked Jirav mostly because it's easy to integrate with tons of the business world’s leading software and tools. Simple integrations can be a big time-saver, particularly during the onboarding process—and Jirav’s pre-built formulas can also save time and offer a reasonable starting point for custom work.

Why I picked Jirav

I selected Jirav because it’s the easiest platform to integrate with third-party SaaS tools.

Jirav Standout Features and Integrations

Standout features of Jirav include pre-built templates and formulas for simple deployment, customizable dashboards, and driver-based software operations.

Integrations include QuickBooks, ADP, Salesforce, HubSpot, Excel, Google Sheets, and more.

Pricing: From $10,000/year

Free trial: 14-day free trial on select plans

  • Tons of integrations (that are easy to connect)
  • Free trial with no credit card required
  • Easy to use
  • Fewer planning features than some competitors
  • Base plan limited to 2 admin users

12. IBM Planning Analytics - Best for AI insights

IBM planning analytics dashboard screenshot
IBM’s Watson is a leader in the AI space, and IBM Planning Analytics is a useful addition to the Watson suite. (Image Source)

IBM Planning Analytics is a suite of tools designed for enterprise-level firms. It’s highly reliant on AI tech, which, as we all know, is quite the buzzword these days.

But while every firm talks a big game about AI, IBM has the chops to back it up: IBM Watson has been a leading force in the development of artificial intelligence tools for business, and it’s likely to stay on top of the game for some time to come.

The tool already has all the standard FP&A and CPM features you’d expect, and it’s extremely fast, too.

Why I picked IBM Planning Analytics

I picked IBM Planning Analytics for its focus on AI and for its future potential considering IBM will continue to invest heavily in AI research.

IBM Planning Analytics Standout Features and Integrations

Standout features of IBM Planning Analytics include advanced AI with IBM Watson for AI insights, high-speed data processing for data-heavy companies, and advanced data forecasting.

Integrations include IBM Watson and IBM ERP solutions, plus native MS Excel integration and more.

Pricing: Contact IBM for customized pricing.

Free trial: Demo available

  • Suitable for data-heavy firms
  • AI insights that will adapt to industry developments
  • Simple integrations
  • Not the most intuitive software for new users

Other Corporate Performance Management Software Options

Didn’t quite find what you were looking for? Here are several more corporate performance management solutions to consider.

  1. Acterys - Best for data discovery
  2. AchieveIt - Best for plan implementation
  3. Datarails - Best for automated financial planning and reporting
  4. OneStream - Best for operational insights
  5. ClearPoint Strategy - Best for strategy implementation and reporting
  6. Planful - Best for financial analysis

Selection Criteria for Corporate Performance Management Software For This List

There are dozens of CPM solutions on the market—here’s what I focused on when narrowing down the list of featured software (and what you should focus on in your own selection).

Criteria to look for
Features to consider when selecting corporate performance management.

Core Functionality

CPM software is all about providing insights into business operations and nudging teams toward impactful changes in strategy and operations. Reporting is a vital part of CPM solutions—and for the best results, you want highly visual, shareable, and diverse reporting tools.

Key Features

Most CPM solutions claim to do it all. But what actually sets them apart from the competition often requires a deeper dive beyond the marketing lingo.

I focused on truly unique features, like multi-currency support, (genuinely useful) machine learning tech, natural language processing/conversational AI search, native and bi-directional integrations, etc.


Advanced functionality isn’t good for much if your team can’t figure out how to use the software! Some legacy CPM solutions are feature-rich, but lack the intuitive UI to make using the software approachable.

On the flip side, some newer entrants focus on user-friendliness almost to a fault, while leaving some advanced functionality potential off the table. I picked solutions that strike a good balance between functionality and usability.


CPM solutions are all about getting a birds-eye-view of operations and financial performance.

To do this in an efficient way, it’s best to have a tool that integrates well with most or all of your existing business tools. That includes solutions for accounting, HR, payroll, comms, and more. Also, note that “integration” can mean different things.

Full, bi-directional integration and native integrations are most beneficial. Some firms may even want to look for custom integration support to merge existing custom business tools with CPM software.

Customer Support

Customer support is important for all types of business systems, and CPM is no different. Because most CPM providers offer custom solutions, there are often different tiers of support available.

In most cases, you get what you pay for—costlier plans will sometimes come with dedicated support agents or consultants, which can be particularly helpful during the onboarding process.

Every company claims to have good support, so I dug into customer reviews to learn the truth behind the marketing claims.

Price and Value

CPM software typically does not come cheap—but it’s still important to find a solution that offers good value for your firm. The majority of providers these days offer custom pricing only, and do not publish their prices.

In general, quality CPM software tends to start at around $1,000 per month and goes up from there, depending on the complexity of the software and the solutions required by your firm.

People Also Ask

Some of the most commonly asked questions about CPM are answered below. For more technical information or product questions, it’s always worthwhile to reach out to the software provider.


CPM software options vary in features, pricing, and functionality, so it’s important to choose the right option for your firm.

The CPM tools discussed above strike a good balance between features, user-friendliness, and value—you really can’t go wrong with any option on this list.

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By Simon Litt

Simon Litt is the Editor of The CFO Club, where he shares his passion for all things money-related. Performing research, talking to experts, and calling on his own professional background, he'll be working hard to ensure that The CFO Club is an indispensable resource for anyone seeking to stay informed on the latest financial trends and topics in the world of tech.

Prior to editing this publication, Simon spent years working in, and running his own, investor relations agency, servicing public companies that wanted to reach and connect deeper with their shareholder base. Simon's experience includes constructing comprehensive budgets for IR activities, consulting CEOs & executive teams on best practices for the public markets, and facilitating compliant communications training.