2025’s Best Corporate Performance Management Software
Best Corporate Performance Management Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Corporate performance management software lets you track goals, connect your strategy to daily execution, and see all your business performance data in real time—no more scattered spreadsheets or guesswork needed.
With the right tool, you can forecast accurately, monitor KPIs across every department, and keep your team accountable. In this article, I’ll break down the top corporate performance management software for 2025 and share who’ll benefit most from each option.
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Best Corporate Performance Management Software Summary
This comparison chart summarizes pricing details for my top corporate performance management software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best Excel-powered platform for enterprises | Free demo available | Pricing upon request | Website | |
| 2 | Best for cross-department insights and forecasting | Free demo available | Pricing upon request | Website | |
| 3 | Best for company-wide visibility | Free demo available | From $70/user/month | Website | |
| 4 | Best for large corporations | Free demo available | Pricing upon request | Website | |
| 5 | Best for small to mid-sized firms | Free demo available | Pricing upon request | Website | |
| 6 | Best for automation | Free demo available | Pricing upon request | Website | |
| 7 | Best for data-driven analytics | Free trial + free demo available | Pricing upon request | Website | |
| 8 | Best for growing companies | Free trial available | Pricing upon request | Website | |
| 9 | Best affordable business intelligence software | 90-day free trial | From $36/user/month | Website | |
| 10 | Best for ease of use | Free demo available | Pricing upon request | Website |
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Rippling Spend
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9 -
Float Financial
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Best Corporate Performance Management Software Reviews
Below are my detailed summaries of the best corporate performance management software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
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 teams to work together. With robust workflow and process management tools, teams can track the status of stakeholder tasks and approvals in real-time, ensuring alignment across departments. Vena also helps accelerate processes end-to-end, from FP&A to financial close, making it a powerful tool for automating mission-critical workflows.
Why I picked Vena: I chose to include Vena because it’s Excel-native, making it easy to learn. I also like that it has centralized templates and real-time dashboards, so you can track tasks and approvals, maintaining accountability within your team.
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 Vena's AI assistant, Vena Copilot, which automates routine and complex tasks.
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.
Pros and cons
Pros:
- Sophisticated financial models and scenarios
- Excel native and intuitive for Microsoft 365 users
- Good for collaboration
Cons:
- Lacks Google Sheets support
- Limited third-party integrations
New Product Updates from Vena
Vena Integrates Six New Microsoft Data Connectors
Vena launches six new Microsoft Fabric data integrations, including a unique Dynamics 365 F&O connector, to tackle FP&A data fragmentation and enhance real-time financial and operational data access. For more information, visit Vena's official site.
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Phocas is a business intelligence and financial analysis platform that provides organizations with a centralized place to view data, reports, and insights related to various aspects of their operations.
Its dashboards are fully customizable, allowing users to build, tailor, and share to visualize financial ratios and KPIs. It also facilitates real-time collaboration and automated workflows with assignment, submission, and approval processes.
Why I picked Phocas: I chose Phocas because it integrates data across different business departments, like sales, operations, HR, and marketing, and offers customizable reports to help businesses understand current performance compared to planned targets. It also has forecasting features and data modeling capabilities to help teams plan their operations around their goals.
Phocas Standout Features and Integrations
Standout features include Phocas AI for quick questions and insights, inventory performance analysis, rebate visibility, CRM functionalities, privacy compliance, and security controls.
Integrations include Sympac, Microsoft, Acumatica, Xero, Khaos Control, SYSPRO, Retail Express, Epicor, IFS, Sage, Accolent, MYOB, Enapps, Kerridge, SAP, Datafile, Netsuite, Oracle, QAD, MAM Software, and more.
Pros and cons
Pros:
- Forecasting across different business functions
- Phocas AI to retrieve reports and data
- Real-time data access
Cons:
- It may take time to learn all the features
- Users may be overwhelmed with the amount of data
AchieveIt is a strategic planning and execution management tool that simplifies ideation for employees and provides necessary visibility into strategies for the organization as a whole. It offers a user-friendly platform for connecting integrated plans, managing progress, reviewing performance, and achieving goals.
The platform automates update collection, increases initiative awareness, and connects disparate information. With goals, plans, and execution strategies in one place, everyone in your corporate environment can feel more accountable for driving overall company performance.
Why I picked AchieveIT: This software provides real-time insights with various views and custom dashboards. This ensures that all levels of the organization have access to the information they need to manage progress effectively. Additionally, if you have multiple teams working across different platforms, AchieveIt has the ability to connect this information and funnel it all in one place.
This tool also has a flexible planning interface, so you can organize your goals and other benchmarks in a way that makes sense for your company or industry.
AchieveIt Standout Features and Integrations
Standout features include custom dashboards, task management, goal setting, performance assessment, automation, and more.
Integrations are available through the software’s open API. AchieveIt's team can also work with you directly to connect to other tools.
Pros and cons
Pros:
- Collects disparate data in one place
- Ability to track and monitor activities and performance measures
- Customizable planning dashboards
Cons:
- Difficulty in setting up multi-year tracking of performance
- Limited ability to extract and report historical information
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.
Pros and cons
Pros:
- Solutions for most enterprise modules; human resources, finance, supply chain, and more
- Data security and reliability
- Increased visibility into transaction-level data
- Intuitive, enterprise-wide modeling
- Real-time collaboration features are great for large teams
Cons:
- Some advanced features are reserved for higher-tier plans (more expensive)
- Annual subscription costs include significant upfront licensing fees
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.
Pros and cons
Pros:
- Versatile feature set and user-friendliness support a wide variety of firms
- Responsive mobile apps and cross-platform support
- BI features complement traditional CPM functionality
Cons:
- Customer support is known for slow response times
- Limited customization options for reporting
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.
Pros and cons
Pros:
- Facilitates a faster financial close
- AI-driven features can help detect anomalies and errors
- Intuitive UI
- Top-tier security and data protection
- Automations
Cons:
- Designed for finance teams (non-finance teams may face a steeper learning curve)
- Customer support for third-party integration is somewhat lacking
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.
Pros and cons
Pros:
- Good out-of-box functionality
- Easily shareable dashboards and reports
- Custom dashboards with almost infinite customization options
- Intuitive UI
Cons:
- Customer support is lacking
- Confusing error messages
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).
Pros and cons
Pros:
- Unlimited scenario planning
- Strong data security
- Fast deployment and configuration
- Full EPM functionality gives you a broader look at your operations
Cons:
- Limited collaboration features
- Steep learning curve
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.
Pros and cons
Pros:
- Advanced BI tools at a low cost
- Module service bundles make it simple to build a budget-appropriate software package
- Affordable plans from $36/mo
Cons:
- Learning curve can be steep for new users
- Limited data-prep features
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.
Pros and cons
Pros:
- Spreadsheet native with bi-directional editing (Excel & Sheets)
- Transparent pricing (pricing is publicly available)
- Custom integrations available on Enterprise plan
Cons:
- Limited payroll/headcount monitoring features
- Solely focused on FP&A
Other Corporate Performance Management Software
Here are some additional corporate performance management software options that didn’t make it onto my shortlist, but are still worth checking out:
- Jirav
For easy integrations
- Mosaic Tech
For strategic financial planning and modeling
- Axiom Software
For healthcare and financial services firms
- IBM Planning Analytics
For AI insights
- Abacum
For teams with 100-500 users
- Puzzle.io
For continuous financial data review
- Acterys
For data discovery
- Planful
For financial analysis
- OneStream XF
For operational insights
- DataRails
For automated financial planning and reporting
Corporate Performance Management Software Selection Criteria
When selecting the best corporate performance management software to include in this list, I considered common buyer needs and pain points like improving data accuracy and enhancing collaboration across departments. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Financial planning and analysis
- Budgeting and forecasting
- Consolidation and reporting
- Performance monitoring
- Data integration
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Customizable dashboards
- Advanced analytics and insights
- Scenario modeling
- Collaboration tools
- Mobile access
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Ease of navigation
- Minimal learning curve
- Customization options
- Accessibility across devices
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to webinars
- Comprehensive templates
- Responsive chatbots
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of 24/7 support
- Access to a knowledge base
- Dedicated account managers
- Response time to queries
- Multichannel support options
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing compared to features
- Flexible pricing plans
- Cost transparency
- Discounts for annual commitments
- Free trial availability
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall user satisfaction ratings
- Feedback on feature effectiveness
- Comments on ease of use
- Reports on customer service experience
- Testimonials on value for money
How to Choose Corporate Performance Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Will the software grow with your business? Consider if it can handle increased data and users as your company expands. Look for signs of flexibility in scaling operations. |
| Integrations | Does it connect with your existing tools? Ensure it supports seamless integration with your current systems to avoid data silos and maintain workflow efficiency. |
| Customizability | Can you tailor it to your needs? Check if the software allows customization of reports, dashboards, and processes to fit your specific business requirements. |
| Ease of use | Is it user-friendly? Evaluate the interface design and navigation. A steep learning curve can hinder adoption and productivity among your team. |
| Implementation and onboarding | How smooth is the setup process? Assess the time and resources needed for implementation. Look for available support and training to ease the transition. |
| Cost | Is it within your budget? Compare pricing plans and watch for hidden fees. Consider total cost of ownership, including training and support. |
| Security safeguards | Are your data protected? Verify the software's security measures, including encryption and compliance with data protection regulations, to ensure your data's safety. |
Trends in Corporate Performance Management Software
In my research, I sourced countless product updates, press releases, and release logs from different corporate performance management software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Insights: AI and machine learning are being used to analyze data and provide actionable insights. For example, some vendors offer predictive analytics to help businesses forecast performance and identify potential issues before they occur.
- Dynamic Scenario Planning: Companies are increasingly using software that allows for real-time scenario planning. This helps businesses quickly adapt to market changes by modeling various financial outcomes and making informed decisions based on those models.
- User-Friendly Dashboards: Modern corporate performance management tools now feature highly customizable dashboards. These dashboards make it easier for users to visualize key metrics and trends, improving the ability to monitor and react to business performance.
- Collaborative Workspaces: More tools now include features for team collaboration directly within the software. This enables multiple stakeholders to work together in real-time, streamlining the process of performance review and strategy planning.
- Enhanced Data Integration: Vendors are focusing on better integration capabilities with various data sources. This ensures that all relevant data can be easily pulled into the performance management system, providing a more comprehensive view of business performance.
What is Corporate Performance Management Software?
Corporate performance management software is a tool that helps organizations plan, track, and analyze financial and operational performance to align strategy with business goals. It’s used by executives, finance teams, and department leaders to improve forecasting accuracy, streamline budgeting, and make data-driven decisions. By centralizing key metrics and reports, corporate performance management software enhances visibility, collaboration, and accountability across the organization.
Features
When selecting corporate performance management software, keep an eye out for the following key features:
- Budgeting and forecasting: Automates financial planning to help predict future financial conditions and allocate resources efficiently.
- Financial reporting: Provides detailed reports to analyze financial data and track performance against goals.
- Data visualization: Offers intuitive charts and graphs to make complex data more accessible and actionable.
- Scenario modeling: Allows users to simulate different business scenarios to understand potential impacts and plan accordingly.
- Collaboration tools: Facilitates communication and teamwork by enabling multiple users to work together on financial plans and reports.
- Customizable dashboards: Lets users tailor their interface to display the most relevant data and insights for their specific needs.
- Integration capabilities: Connects with existing systems to ensure smooth data flow and enhance overall workflow efficiency.
- Security safeguards: Protects sensitive financial data with encryption and compliance with data protection standards.
- Automated consolidation: Simplifies the process of combining financial data from various sources to provide a unified view of performance.
- Predictive analytics: Uses historical data to forecast future trends, assisting in proactive decision-making.
Benefits
Implementing corporate performance management software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved decision-making: Access to real-time data and scenario modeling helps you make informed business choices.
- Enhanced collaboration: Collaboration tools allow your team to work together more effectively on financial plans and reports.
- Increased efficiency: Automated processes like budgeting and consolidation save time and reduce manual errors.
- Better financial insights: Data visualization and predictive analytics provide clearer insights into financial trends and performance.
- Customizable reporting: Tailored reports let you focus on the most relevant data for your business needs.
- Scalability: The software grows with your business, accommodating increased data and user demands.
- Data security: Strong security safeguards protect sensitive financial information from unauthorized access.
Costs & Pricing
Selecting corporate performance management software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in corporate performance management software solutions:
Plan Comparison Table for Corporate Performance Management Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic reporting, limited data storage, and fundamental analytics. |
| Personal Plan | $20-$50/user/month | Advanced reporting, data visualization, and basic collaboration tools. |
| Business Plan | $50-$100/user/month | Full data integration, customizable dashboards, and enhanced security features. |
| Enterprise Plan | $100+/user/month | Comprehensive analytics, predictive modeling, and dedicated support services. |
Corporate Performance Management Software FAQs
Here are some answers to common questions about corporate performance management software:
Which corporate performance management software is easiest to use?
The answer to this question largely depends on the use case, the firm’s size, and the existing systems that teams are familiar with
That said, tools including Anaplan, Mosaic Tech, Board, and Vena consistently earn high ratings for usability.
How does CPM software support strategic decision-making?
It gives you a clear view of performance against company goals through consistent metrics and tracking. You can compare actual results with forecasts to identify where plans are off course. This visibility helps leadership make adjustments based on factual performance data.
How often should performance data be updated in CPM software?
That depends on your company’s reporting cycles. Many teams update data monthly or quarterly, while others refresh it weekly for faster feedback. Regular updates ensure your reports reflect real-time performance rather than outdated numbers.
What types of reports can CPM software generate?
It typically produces management reports, financial summaries, and performance scorecards. You can filter these by department, time period, or KPI to assess progress. These reports help you track accountability and performance at every level.
What’s Next:
If you're in the process of researching corporate performance management software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.