In a context shaped by accelerating decision-making cycles, increasing organisational complexity and the emergence of artificial intelligence in the finance function, EPM solutions are evolving rapidly. Software vendors are continuously enhancing their platforms to address the challenges of performance management, data reliability and operational agility.
This overview provides a concise review of the market’s main EPM solutions, comparing their key positioning and latest functional developments, to support finance leaders in their strategic thinking and technology choices.
Oracle EPM – The benchmark for mission-critical financial environments
Oracle EPM Cloud has established itself as a benchmark solution for organisations dealing with large volumes of data and complex calculation mechanisms. Its strength lies in the robustness of its processes, the reliability of its financial engine and the breadth of its functional coverage.
While its structure may limit certain rapid model changes, it provides a high level of operational stability in return, which is essential for regulatory and statutory processes. Its integration with the Oracle ecosystem also ensures strong technological sustainability and large-scale integration capabilities.
OneStream – A unified EPM platform for organisational complexity
OneStream stands out for its positioning as a unified financial platform, designed to streamline fragmented EPM environments. It covers consolidation, planning, reporting and analysis within a single foundation, while offering a high degree of customisation.
This approach enables finance departments to achieve greater consistency, governance and visibility into overall performance. Its ability to adapt to complex, multi-entity and multi-process organisations makes it particularly relevant for groups seeking to standardise without compromising the specific nature of their needs.
Board – The convergence of BI, planning and collaborative performance management
Originating in the Business Intelligence world, Board stands out for its seamless user experience and rapid adoption by business teams. Its “toolbox” approach offers great design flexibility and promotes user autonomy in administering and evolving models.
Its simulation, analysis and integrated planning (IBP) capabilities, combined with collaborative workflows, meet the needs of organisations that prioritise decision-making agility, cross-functional collaboration and close alignment between finance and operations.
Anaplan – Cloud flexibility at the heart of dynamic planning
Anaplan has established itself as a major player in cloud-based planning and budgeting. Its strength lies in its ability to rapidly model complex scenarios, connect diverse data sources and support real-time collaborative planning.
Although the solution is not designed for statutory consolidation, its powerful modelling engine and “low-code” approach make it a tool of choice for performance management, forecasting and scenario management in evolving environments.
Pigment – Agility and simplicity for modern planning
Pigment appeals through its modern interface, usability and rapid deployment. The solution effectively meets the expectations of finance departments seeking rapid implementation and immediate adoption by their teams.
However, this agility requires increased attention to the initial structuring of models: clear governance and a well-designed architecture are essential to ensure scalability and prevent growing complexity as use cases multiply.
Amelkis – A targeted response to specific financial performance management needs
Amelkis takes a more specialised position, with an approach to unifying EPM processes that differs from other solutions. The solution is primarily aimed at organisations with targeted needs, particularly in consolidation or financial performance management, looking for an alternative that may be more accessible in terms of cost or functional scope.
Its value lies in its suitability for specific contexts, rather than in an all-encompassing platform approach.
CCH Tagetik – Functional rigour and financial engine performance
Similar to Oracle in its philosophy, CCH Tagetik stands out for a structured and prescriptive approach to financial processes. It is particularly suited to environments requiring a high degree of rigour, especially in financial modelling, compliance and data management.
Its in-memory engine delivers high performance and highly reliable execution, meeting the needs of finance departments subject to stringent time, accuracy and control requirements.
Jedox – Integrated planning bridging financial performance and Excel culture
Jedox occupies a distinctive position in the EPM market by combining a powerful planning engine with strong continuity of the Excel experience. The solution is aimed at organisations looking to structure and industrialise their planning, budgeting and forecasting processes without breaking away from practices deeply rooted in finance teams.
Its In-Memory OLAP engine enables high-performing multidimensional models to be managed while offering great modelling flexibility. Jedox also stands out for its ability to connect financial and operational data, supporting an integrated approach to performance management.
The platform now offers advanced collaborative planning, scenario simulation and process automation capabilities, enhanced by the gradual integration of artificial intelligence for forecasting and decision support. This evolution enables finance departments to become more responsive while improving the reliability of data and processes.
Jedox is therefore a relevant solution for organisations seeking a balance between agility, cost control and the progressive structuring of their EPM practices, particularly in contexts where Excel remains a core financial performance management tool.