Jedox

Workday Adaptive Planning (formerly Adaptive Insights, acquired 2018) is a cloud-based financial planning and analytics platform that provides flexible, collaborative budgeting, forecasting, and reporting capabilities for organizations of all sizes. For Workday Financials customers, Adaptive Planning provides native integration with actual financial data—enabling real-time plan vs. actual analysis without manual data exports. The platform's modeling environment supports driver-based financial models where operational changes automatically update financial projections. Scenario planning enables finance teams to model multiple futures simultaneously and compare outcomes. Workforce planning connects headcount assumptions to financial models with employee-level detail. Sales planning and pipeline analysis extend planning beyond finance to revenue operations. The Office Connect tool embeds live Adaptive Planning data in PowerPoint and Excel for executive presentations. The platform's accessibility for business partners—not just finance professionals—enables distributed budgeting with central governance. Approvals and workflow manage the budget submission and review process across business units. Real-time dashboards provide financial performance visibility for executives and managers. Workday Adaptive Planning's advantage is its Workday ecosystem integration—combined with Workday HCM and Workday Financials, it creates a comprehensive people, finance, and planning platform with native data consistency across all modules. Gartner rates it among the top cloud FP&A solutions globally.

Prophix is a Corporate Performance Management (CPM) software company providing budgeting, planning, reporting, and consolidation for mid-market organizations that have outgrown Excel but don't require full enterprise EPM complexity or pricing. Founded in 1987 in Mississauga, Canada, Prophix serves over 3,000 companies in 100+ countries with a focus on making financial planning accessible to organizations with 200–2,000 employees. The platform provides a complete FP&A workflow: budget and forecast modeling, variance analysis, management reporting, and financial consolidation. Driver-based planning models connect operational assumptions to financial outputs. The cloud-based platform provides browser access and mobile reporting for executive stakeholders. Prophix IQ uses AI to surface financial insights and assist with narrative generation for reports. Pre-built content and implementation methodology enable faster deployment than bespoke enterprise implementations. Integration with popular ERP systems including NetSuite, SAP, Oracle, and QuickBooks enables automated actuals import. Consolidation capabilities handle multi-entity organizations with currency translation. Prophix's mid-market positioning delivers enterprise FP&A capabilities at accessible pricing, making it competitive for organizations underserved by both enterprise platforms (too complex and expensive) and basic tools (too limited). Gartner recognizes Prophix in the FP&A market as a mid-market leader.

Board is a unified decision-making platform that combines business intelligence, financial planning, and self-service analytics in a single environment, enabling organizations to plan, analyze, and report within one integrated platform. Founded in Chiasso, Switzerland in 1994, Board serves over 2,000 companies globally with its toolkit approach—a single technology platform configurable for any planning or analytics application without custom development. Financial planning capabilities cover budgeting, forecasting, driver-based modeling, and scenario analysis. BI and reporting provide interactive dashboards, self-service analysis, and data visualization for business users. Sales performance management supports sales planning, territory management, and incentive compensation. Supply chain planning handles demand forecasting and inventory optimization. Board's platform approach enables building custom applications for unique planning needs rather than adapting to pre-defined process templates. The platform's unique write-back capability allows users to enter data directly into analysis views, enabling planning within the same environment used for reporting. Integration with ERP and data warehouse systems provides comprehensive data access. Board is particularly popular in Italy and Europe, serving manufacturing, retail, and financial services companies. Its combination of analytical depth and planning flexibility, at a lower price point than Oracle or SAP EPM, makes it competitive for mid-market and enterprise clients.