Corporate & Enterprise Performance Management software solutions transform reporting, planning, and analysis for organisations of all sizes. Say bye to spreadsheets and hello to governed modelling & connected data.
What is Corporate & Enterprise Performance Management technology (CPM/EPM)?
Corporate Performance Management (CPM) and Enterprise Performance Management (EPM) are terms that are often used interchangeably - and for good reason. Both refer to the same thing: the processes, methodologies, and technology that finance teams use to plan, budget, forecast, consolidate, and report on business performance.
If your organisation is still managing these processes in spreadsheets, you're not alone. Most finance teams start there. But spreadsheets have a ceiling - they break under complexity, create version control nightmares, and make it nearly impossible to run real-time scenarios or produce board-ready reports without a weekend of manual work.
CPM and EPM systems replace that pain with a connected, governed platform - one that sits between your ERP and your reporting layer, and gives your finance team the tools to do what they were hired to do: analyse, advise, and drive performance.
The right CPM system transforms finance from a reporting function into a strategic one. We help you select and implement the right platform for your organisation today, and the future.
CPM/EPM brings your data sources into a finance-managed unified platform that unlocks limitless potential for finance and your organisation
AI in Modern CPM/EPM - Planning, Forecasting & Compliance is here
Finance AI has moved from buzzword to business necessity. The question is no longer whether to embed AI into your finance function - it's how to do it safely, with the governance and auditability your organisation demands.
What AI in CPM/EPM actually looks like today:
Predictive forecasting — AI models that learn from your data and surface more accurate forecasts with less manual intervention
Anomaly detection — automatically flagging variances, errors, and risks before they reach the board
Natural language reporting — ask questions of your financial data in plain English and get instant answers
Automated close tasks — reducing days in the financial close cycle through intelligent workflow automation
But AI without governance is a liability:
SOX compliance requires full auditability of every number and every process
Data security and access controls must be maintained at enterprise grade
AI outputs need to be explainable — not a black box your auditors can't interrogate
AI is now embedded in the platform and/or available via MCP connector, enabling your team to use best-in-class AI where they work and in a secure and governed way.
AI is now in CPM/EPM meaning your team can use AI tools to drive efficiency and insights in a secure way. The platforms now also have embedded AI (meaning your data is secure and execs can be comfortable they are not exposing the organisation to the risk of ungoverned AI).
We advise on and implement EPM/CPM for organisations of all shapes and sizes, from scaling-SME to global-Enterprise
Our solutions of choice are Workday Adaptive Planning and OneStream Unified Financial Intelligence
About Workday Adaptive Planning
7,000+ customers globally across all sizes and industries BARC
750+ APAC customers
Established in 2003 (over 20 years ago) as Adaptive Insights and aquired by Workday in 2018 for $1.55bn
#1 in customer satisfaction — rated by Gartner, Forrester, G2, and BPM Partners FeaturedCustomers
4.7/5.0 customer rating from 7,900+ verified reviews FeaturedCustomers
100+ implementations delivered by Datahive across ANZ
12+ years implementing Adaptive in ANZ
Connected platform agnostic - Adaptive can connect to any data - ERP agnostic, HRIS agnostic, data-lake agnostic - if if has data, Adaptive can pull it in
Trusted by global organisations from small to large including Walmart, Google, Microsoft, Cardinal Health, and General Motors
Trusted by APAC organisations including Xero · Canva · Transurban · Mecca · Yalumba · Akaysha Energy · Hub24 · GenesisCare · Macquarie University · Snowy Hydro · Viva Energy · Aurecon · Puma · Sanitarium · Mission Australia · Tennis Australia · Cabcharge
Our Adaptive experience:
100+ implementations delivered
10+ industries served
12+ years implementing Adaptive in ANZ
Our Founder built and lead one of the first Workday Adaptive partners in Australia
Implemented for the likes of Coca-Cola Amatil in 3 countries, Yalumba, Akaysha Energy, ProbeCX, and many more
For growing-SMBs to emerging-Enterprise.
Whether you're a fast-growing mid-market business or an enterprise leader, navigating market fluctuations, scaling operations, or optimising resource allocation, our tailored Workday Adaptive Planning implementations empower your team with real-time data, scalable models, and insights that drive action.
Live connections to ERP, CRM, HRIS, Snowflake, and operational systems
Data refreshes every five minutes — no more waiting for month-end actuals
Finance-owned, no IT dependency
Data foundation your AI needs to produce trustworthy answers
AI enabled, secure, and connected with context
Workday Adaptive Planning - a product continuously developed for 20+ years - now with advanced AI capability.
Its Planning Agent continuously scans and adjusts models in the background, while you work in the tools you already use - Claude, ChatGPT, Microsoft, Google Workspace, Slack, or Microsoft Teams.
Underneath it all sits a powerful Data Foundation and Semantic Layer — giving your AI an unlimited, governed workspace for scenario modelling, forecasting, and real-time insight.
The result: AI that actually understands your business, because it's built on data that's clean, governed, and trusted.
Workday Adaptive Planning
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Adaptive Data Foundation
Most FP&A teams don't lack data — they lack the right data, at the right level of detail, at the right time. Adaptive Data Foundation powered by Incorta connects ERP systems, CRMs, HRIS platforms, and operational planning tools directly to Workday Adaptive Planning — with data refreshes as frequently as every five minutes — so FP&A teams can forecast earlier, analyse deeper, and act before it's too late to change outcomes. Yahoo Finance
By automatically building a semantic model from your data — one that defines relationships, hierarchies, and business logic — AI can reason across your data without hallucinating. The model knows what the numbers mean, not just what they say. Workday Blog
Live connections to ERP, CRM, HRIS, Snowflake, and operational systems
Data refreshes every five minutes — no more waiting for month-end actuals
Finance-owned, no IT dependency
The data foundation your AI needs to produce trustworthy answers
Adaptive Decision Intelligence
Adaptive Decision Intelligence provides a single experience where finance and operations teams can ask questions in natural language, model scenarios in minutes, and commit decisions directly into the governed plan — without spreadsheets, data wrangling, or waiting on the FP&A team to rebuild a model. PR NewswireTeams can run scenarios and Monte Carlo simulations and commit approved options directly into the governed plan with full security and audit trails. Stock Titan
Give AI the full picture — operational detail, historical context, and signals that live outside the financial model, grounded in a semantic layer it can reason over — and it produces something fundamentally different from what a standalone AI tool can deliver. Workday Blog
Ask questions of your financial data in plain English — get answers in minutes, not days
Model scenarios instantly — M&A, pricing changes, headcount, capacity — without rebuilding your model
Commit the approved decision directly into the governed plan
Full audit trail and security maintained throughout
The Planning Agent
The Planning Agent analyses, understands, and acts on your data through conversational prompts — driving impact across every function. Think of it as a finance analyst that never sleeps — continuously scanning your models, surfacing anomalies, and keeping your forecasts current. Workday
Pinpoints the "why" behind every variance and surfaces hidden trends Workday
Generates highly accurate demand forecasts using internal and external data alongside machine learning — anticipating future trends and automatically adjusting plans abacistgroup
Builds predictive forecasts and tests what-if scenarios in seconds so you can fine-tune business drivers as markets shift Workday
Models M&A, pricing, capacity planning, and more — with data from Adaptive, CRM, Snowflake, HCM, and beyond Workday
Translates complex results into plain-language narrative reports your CFO and board can act on
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Budgeting & annual planning — driver-based models built by finance, not IT
Rolling forecasts — updated continuously as market conditions change
Cash flow forecasting — real-time visibility across entities and scenarios
Reforecasting — update your numbers in hours, not weeks
Unlimited scenario analysis — model what-if situations on the fly with no limits on versions Software Advice
AI Predictive Forecaster — machine learning that accelerates speed and accuracy of forecasts, with variance analysis and contextual help built in Gartner
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Multi-entity consolidation — roll up across subsidiaries, divisions, and geographies automatically
Multi-currency — handle FX, translations, and intercompany eliminations without manual intervention
Financial statements — P&L, balance sheet, and cash flow in real time
Custom reporting — tailored dashboards and reports aligned to your organisation's goals Research.com
Board packs — professional, audit-ready output at the click of a button
Note for CFOs: One of the most immediate time savings Adaptive delivers is eliminating the monthly process of manually refreshing Excel and PowerPoint reports. OfficeConnect keeps your existing templates live — your board pack updates itself.
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Excel & PowerPoint integration via OfficeConnect — submit data edits directly from OfficeConnect reports, with live data always behind your slides and spreadsheets
Native integrations with ERP, CRM, and HRIS — Netsuite, SAP, Oracle, Salesforce, Workday HCM and many many more
Self-service reporting for business partners — reducing ad hoc requests and freeing up your finance team Gartner
Works with Slack, Microsoft Teams - communicate about the numbers where your stakeholders are and link them back to Adaptive
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Row-level security — the right people see only the right data
SOX audit trail — full change history and auditability
Sophisticated security enhancements for collaborative modelling — introduced in the 2026 R1 release
Scenario versioning — never lose your baseline
OneStream Unified Financial Intelligence
For complex, multi-entity organisations ready to consolidate everything into one intelligent platform. Whether you're managing financial close, consolidation, planning, or compliance - or all of the above - our OneStream implementations are built around the way your finance function actually works. No forced methodology. No patchwork of point solutions. Just one unified platform, implemented by people who understand finance.
Modern, Uniquely Unified, AI-Powered, Infinitely Extensible Platform. OneStream brings governed, integrated AI driven analysis and insights to enterprise organisations — unifying financial close, consolidation, planning, reporting, and AI on a single platform. With SensibleAI built natively and MCP connectors for Claude and ChatGPT, OneStream brings AI directly into your finance workflows — with the enterprise-grade security, compliance, and audit capability that regulated industries demand.
OneStream is built for enterprise complexity including complex consolidation, statutory close, account reconciliation, and more. It may be replacing legacy EPM like Hyperion, BPC, TM1, Essbase, and more.
About OneStream
1,200+ customers globally across enterprise organisations including 18% of the Fortune 500 PR Newswire
50+ APAC customers
Founded in 2010 and went public on NASDAQ in 2024 (ticker: OS) — now valued at over $10bn
Market Leader — Financial Close Management and CPM Software, Spring 2026 Featured Customers
27% improved forecast accuracy on average with AI — and 86% faster planning PR Newswire
#1 in customer satisfaction — rated by Dresner Advisory, BPM Partners, and G2
Named a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting & Forecasting 2026 PR Newswire
4.7/5.0 customer rating from 4,200+ verified reviews FeaturedCustomers
Replaces legacy EPM — purpose-built to replace Hyperion, BPC, TM1, Essbase, and Cognos on a single unified platform
Connected platform agnostic — connects to any ERP, HRIS, or data source; SAP, Oracle, Microsoft, NetSuite, TechnologyOne and more
Built for enterprise complexity — statutory consolidation, multi-entity close, account reconciliation, and intercompany eliminations out of the box
AI-native — SensibleAI built natively with MCP connectors for Claude and ChatGPT
Trusted by global enterprises including Pepsi, Ferrari, Boston Scientific, and Johnson Controls
Trusted by APAC organisations including ANZ Bank · Woolworths · Ampol · BlueScope · Norco · Mondiale VGL · Harvey Norman · Hydro Tasmania · Downer · EBOS Group · Wesfarmers · Transport for NSW · Traveloka · Scentre Group · Perenti · SATS
Our OneStream experience:
20+ years of CPM/EPM experience across the team
100+ combined CPM/EPM finance transformation engagements
Strategic alliance with AIQOS for accelerated modular delivery on a global scale
Implementations for the likes of Mondiale VGL, Norco, and many more
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OneStream's AI is called SensibleAI — and the name is deliberate. It's AI built for finance, governed by finance, and explainable to finance. Not a black box. Not a bolt-on. Embedded directly into the platform across every workflow — close, planning, forecasting, and reporting.
SensibleAI solutions are infused throughout the OneStream platform across planning & forecasting, close & consolidation, and reporting & analytics — helping finance leaders navigate uncertainty, identify risks sooner, run what-if scenarios, and drive confident decisions in a shorter amount of time. PR Newswire
SensibleAI Agents(Generally available — May 2026) SensibleAI Agents operate natively on the OneStream platform, integrated into Microsoft Office 365 — for reporting, financial analysis, and informational search. The Finance Agentic Layer extends those capabilities to Copilot, Claude, ChatGPT, and Gemini. PR Newswire
SensibleAI Forecast SensibleAI Forecast empowers finance teams to own the entire AI forecasting process — without relying on external tools or black-box models. The AutoML engine blends enterprise data with external drivers to generate accurate, explainable forecasts using model selection, feature libraries, event detection, and adaptive health monitoring. OneStream Software
SensibleAI Studio A growing library of 30+ plug-and-play, quantitative and generative AI routines that users can activate within the OneStream platform or directly through APIs — empowering finance teams to detect anomalies, summarise variances, and optimise system performance. Every AI output is secured, explainable, auditable, and operationalised within the processes finance already trusts. PR NewswireOneStream Software
SensibleAI Account Reconciliations Uses AI to detect anomalies and flag risks — like unusual adjustments or missing documentation — early in the close process. It reduces manual effort, improves compliance, and helps finance teams refine policies over time for a faster, more accurate, and controlled close. OneStream Software
ESG Planning & Reporting with AI OneStream ESG Planning & Reporting unifies sustainability and financial planning within one workflow — built directly on the OneStream platform. Purpose-built for ASRS, ISSB, and emerging ANZ regulatory obligations. PR Newswire
Note: Claude, ChatGPT, Copilot, and Gemini become a powerful tool paired with OneStream rather than an ungoverned liability. Via the MCP connection and Finance Agentic Layer, finance teams can forecast, guide, and report on the business using Copilot, Claude, ChatGPT, and Gemini — all operating inside OneStream's governed platform with full security, audit trail, and access controls. They become more powerful when connected to OneStream's governed data — not less safe. PR Newswire
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This is OneStream's heartland — and the number one reason enterprise organisations choose it over everything else.
Modern Financial Close software that unifies, automates, and streamlines workflows, surfaces anomalies, and distributes tasks throughout the closing period for a more continuous and stress-free close OneStream Software
True statutory financial reporting — US GAAP, IFRS, Multi-GAAP, and local statutory requirements with out-of-the-box financial intelligence Gartner
Intercompany eliminations processed automatically at the first common parent in every alternate hierarchy Gartner
Multi-entity, multi-currency consolidation — roll up across subsidiaries, jurisdictions, and legal entities automatically
AI-powered anomaly detection — flags unusual adjustments, missing documentation, and potential control breakdowns before they become audit findings OneStream Software
Tax provision and lease accounting — built-in solutions on the same platform
Path to a Touchless Close — automating the most manual, risk-prone processes in the close cycle
4x Gartner Magic Quadrant Leader for Financial Close and Consolidation — ranked furthest in Completeness of Vision among 14 vendors evaluated in 2026 stocktitan
OneStream customers achieve on average 39% improvement in financial close and consolidation OneStream Software
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For most finance teams, account reconciliation is one of the most painful, manual, and risk-prone parts of the close cycle. OneStream eliminates that pain — and does something no other CPM platform can.
Account Reconciliation
OneStream is the only solution that provides a direct link from reported balances to reconciled accounts — drill from your Balance Sheet directly to Account Reconciliations in one unified system OneStream Software
Automated alerts when reconciled account balances change — so your reports are always aligned with your reconciliations, with no manual checking required OneStream Software
Users can begin account reconciliations as soon as trial balances are submitted — no more waiting for the corporate close to complete
Complete audit trail of who completed and approved every reconciliation, and when
Same data sources, account hierarchies, workflows, and security as your actual close process
AI-powered anomaly detection — flags unusual adjustments, missing documentation, and potential control breakdowns before they become audit findings OneStream Software
Risk-adjusted balance sheet view — statistical overview of reconciliation status across every account
Transaction Matching
One-sided, three-way, or any combination of matches — without reloading data, avoiding duplication OneStream Software
Handles intercompany transactions, invoice to receipt matching, and corporate credit card reconciliation — with support for virtually unlimited matching fields OneStream Software
Proven at scale — supports hundreds of millions of transactions per month OneStream Software
Built-in data integration and quality — user-managed indexing, archiving, and purging
Drill-Down to Invoice Level
Navigate from your financial statement reports directly down to account reconciliations — in the same unified system, without switching tools
Drill from consolidated group financials through to entity level, account level, and transaction level detail
See the invoice or transaction behind any balance — directly from your board pack or management report
No need to go back to the ERP, open a separate system, or ask someone in accounts payable
Every drill-down is governed — the same security, access controls, and audit trail as the rest of the platform
Note for CFOs: If you're currently paying a separate licence for BlackLine on top of your EPM platform, OneStream consolidates both into one — eliminating integration costs, duplicate data, and a separate vendor relationship.
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Driver-based budgeting and annual planning — owned by finance, no IT dependency
Rolling forecasts and continuous reforecasting — update in hours, not weeks
Long-horizon planning — purpose-built for asset-intensive industries with multi-year capital and infrastructure planning cycles
Scenario modelling — model M&A, restructures, capital allocation, and market shifts simultaneously
Workforce and headcount planning — connect people costs directly to the financial model
Sales and revenue planning — align commercial and finance plans in one platform
Capital expenditure planning — manage capex across long asset lifecycles
Extensible Dimensionality (XD) — combines corporate standard dimensions with business-unit flexibility, enabling decentralised planning without sacrificing consolidation integrity CFO Shortlist
86% faster planning and 27% improved forecast accuracy on average
OneStream customers achieve on average 32% improvement in planning and budgeting OneStream Software
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Management reporting and board packs — professional, audit-ready output on demand
Self-service reporting — finance and business partners access their own insights without IT
Financial dashboards — real-time KPIs and performance metrics for every stakeholder
Excel and Office integration — live OneStream data behind every spreadsheet and presentation
Power BI, Tableau, and Snowflake connectors — connect your existing BI tools to a governed data source
Self-service ad-hoc analysis — enable finance and line-of-business partners to accelerate reporting and decision-making
ESG Planning & Reporting — unify sustainability and financial data in one governed workflow
ASRS and ISSB-ready reporting — built for Australian and New Zealand mandatory reporting obligations
Narrative reporting — AI-assisted commentary that explains performance, not just presents it
OneStream customers achieve on average 74% improvement in reporting OneStream Software
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Most CPM environments are built on 3–5 separate tools stitched together. OneStream replaces all of them with one.
Single unified platform — financial and operational data unified without copying information between fragmented sources G2
70% of OneStream customers replaced multiple legacy applications — Oracle Hyperion, SAP BPC, and IBM Cognos — with OneStream alone OneStream Software
Solution Exchange — pre-built partner and community solutions covering financial close, planning, tax, lease accounting, and more — downloadable, configurable, and deployable on the platform BARC
70+ catalogue integrations — ERP, cloud storage, CRM, and finance systems including SAP, Oracle, MuleSoft, and more Capterra
One data model — no reconciliation between systems, no version control failures, no data silos
Built on Microsoft Azure — enterprise-grade cloud infrastructure, available globally
$6.4 billion acquisition by Hg Capital in 2026 — one of the largest software investments in CPM history, signalling long-term platform confidence CFO Shortlist
5x Gartner Magic Quadrant Leader for Financial Planning Software
What you can expect with a well-implemented CPM/EPM
A well-implemented CPM/EPM system doesn't just add capability - it eliminates the tools and workarounds that have delayed insights, analysis, and reporting for years. Project planning, solution design, and well managed implementation is the key to a successful CPM/EPM project.
Why all finance leaders, CFOs, CEOs, COOs, and boards should consider a Corporate & Enterprise Performance Management platform.
The best-run businesses plan continuously, report faster, and decide with confidence. Most aren't there yet - and the gap is costing them.
The problem with where most businesses are today:
Excel models that are one wrong formula away from breaking
Board packs rebuilt manually every single month
Budgets emailed back and forth with no version control
Your CFO and CEO sometimes working from different numbers
Critical decisions made on data that was already out of date
Uncontrolled and ungoverned AI usage penetrating the organisation
AI usage without sufficient business context due to lack of connected data
What a CPM platform changes:
A single, governed environment for planning, budgeting, forecasting, consolidation, and reporting
Connected directly to your ERP and key data sources
Owned and managed by your finance team - no or limited IT dependency (platform dependent)
Reforecast in hours, not weeks
One trusted picture of performance from the CFO to the board
AI agents and insights which are governed and compliant on secure data retained within the organisations
The bottom line:
When finance can rely on the data, close the books faster, forecast instantly and more accurately, model scenarios in minutes, report with the click of a button, and much more - the whole business moves smarter, executives have the information they need at the time they need it, and boards, directors, shareholders can trust the numbers. For high-performing organisations, this isn't a luxury. It's the foundation everything else is built on.
Ready to explore the art of the possible with CPM/EPM to transform your FP&A and reporting?
Looking at another CPM/EPM solution?
Our team has experience across a range of systems and platforms.
We can help you navigate the decision on which platform makes the most sense for your organisation based on as it is today, and where you are headed.