11 Ratings
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Score 7.4 out of 100
14 Ratings
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Score 9.5 out of 100

Feature Set Ratings

    Budgeting, Planning, and Forecasting

    6.7

    Axiom Software by Syntellis Performance Solutions

    67%

    LivePlan

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 5/5 features

    Long-term financial planning

    6.6
    66%
    4 Ratings
    N/A
    0 Ratings

    Financial budgeting

    8.6
    86%
    6 Ratings
    N/A
    0 Ratings

    Forecasting

    6.0
    60%
    5 Ratings
    N/A
    0 Ratings

    Scenario modeling

    4.7
    47%
    5 Ratings
    N/A
    0 Ratings

    Management reporting

    7.7
    77%
    5 Ratings
    N/A
    0 Ratings

    Consolidation and Close

    5.8

    Axiom Software by Syntellis Performance Solutions

    58%

    LivePlan

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 3/3 features

    Financial data consolidation

    4.4
    44%
    3 Ratings
    N/A
    0 Ratings

    Local and consolidated reporting

    6.7
    67%
    5 Ratings
    N/A
    0 Ratings

    Detailed Audit Trails

    6.2
    62%
    5 Ratings
    N/A
    0 Ratings

    Financial Reporting and Compliance

    6.5

    Axiom Software by Syntellis Performance Solutions

    65%

    LivePlan

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 5/5 features

    Financial Statement Reporting

    8.2
    82%
    5 Ratings
    N/A
    0 Ratings

    Management Reporting

    6.9
    69%
    5 Ratings
    N/A
    0 Ratings

    Excel-based Reporting

    6.0
    60%
    5 Ratings
    N/A
    0 Ratings

    Automated board and financial reporting

    5.3
    53%
    4 Ratings
    N/A
    0 Ratings

    XBRL support for regulatory filing

    5.9
    59%
    2 Ratings
    N/A
    0 Ratings

    Analytics and Reporting

    4.6

    Axiom Software by Syntellis Performance Solutions

    46%

    LivePlan

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 6/6 features

    Personalized dashboards

    4.7
    47%
    5 Ratings
    N/A
    0 Ratings

    Color-coded scorecards

    6.2
    62%
    4 Ratings
    N/A
    0 Ratings

    KPIs

    6.2
    62%
    4 Ratings
    N/A
    0 Ratings

    Cost and profitability analysis

    1.0
    10%
    3 Ratings
    N/A
    0 Ratings

    Key Performance Indicator setting

    5.3
    53%
    3 Ratings
    N/A
    0 Ratings

    Benchmarking with external data

    4.0
    40%
    3 Ratings
    N/A
    0 Ratings

    Integration

    7.1

    Axiom Software by Syntellis Performance Solutions

    71%

    LivePlan

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 3/3 features

    Flat file integration

    6.4
    64%
    5 Ratings
    N/A
    0 Ratings

    Excel data integration

    8.7
    87%
    4 Ratings
    N/A
    0 Ratings

    Direct links to 3rd-party data sources

    6.3
    63%
    4 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • LivePlan is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    6.9

    Axiom Software by Syntellis Performance Solutions

    69%
    6 Ratings
    9.5

    LivePlan

    95%
    6 Ratings

    Support Rating

    7.0

    Axiom Software by Syntellis Performance Solutions

    70%
    2 Ratings

    LivePlan

    N/A
    0 Ratings

    Likelihood to Recommend

    Syntellis Performance Solutions (formerly Kaufman Hall Software)

    Axiom is extremely well suited to optimize the Budget process. Using Axiom, we have cut our overall budget cycle time in half and have a much higher level of accuracy in all facets of the Budget including Fee Income, Expense, and Margin. Axiom is also well suited for advanced data users as you have the ability to create your own custom database tables which allows you to join to the existing Axiom tables and has allowed us to create custom reporting that we could not even think about on our previous system. The other big benefit of Axiom is that it sits on top of Microsoft Excel and inherits all of its functionality, which most people have experience with.
    Read full review

    Palo Alto Software

    All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.
    Read full review

    Pros

    Syntellis Performance Solutions (formerly Kaufman Hall Software)

    • Compared to a previous EPM we used, Axiom's template load and saving performance has been much better even for large plan files.
    • Axiom consultants can create completely customized reports for any of the collected data. Super users within your organization can then fairly easily modify their work to create additional reports without Axiom's help (and invoices)
    • Setting up user security is a fairly easy one-time task and very easy to maintain when people change departments, leave the organization, etc. I would recommend you use role-based security settings.
    • Compared to our previous EPM, Axiom allows more customization and possibilities for templates. There's very few "the product can't do that" statements.
    Read full review

    Palo Alto Software

    • It makes it easy and simple to plan and budget the business.
    • It allows creating of accurate business forecasts.
    • It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
    • It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.
    Read full review

    Cons

    Syntellis Performance Solutions (formerly Kaufman Hall Software)

    • Implementation is quite Complex and requires both IT and Financial buy-in
    • Reporting solution has some learning curve for end users
    • Calculation methods within reporting can be opaque and hard to trace
    Read full review

    Palo Alto Software

    • UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
    • The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.
    Read full review

    Pricing Details

    Axiom Software by Syntellis Performance Solutions

    Starting Price

    Editions & Modules

    Axiom Software by Syntellis Performance Solutions editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      LivePlan

      Starting Price

      $15 Monthly & Annual billing options available

      Editions & Modules

      LivePlan editions and modules pricing
      EditionModules
      LivePlan PremiumStarting at $30/month1
      LivePlan StandardStarting at $15/month2

      Footnotes

      1. Monthly & Annual billing options available
      2. Monthly & Annual billing options available

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      LivePlan Standard Includes: - Step-By-Step Instructions - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - 500+ Sample Plans LivePlan Premium includes everything in Standard, plus: - Industry Benchmark Data - Financial Forecast Scenarios - Performance Dashboards - Milestone Planner - LiveForecast - Syncs with Xero & QuickBooks All subscriptions come with a 60-day money-back guarantee and access to expert customer support.

      Support Rating

      Syntellis Performance Solutions (formerly Kaufman Hall Software)

      For the scale of our implementation, Axiom only assigned two consultants who were both completely new to the company. It felt like we were all learning about the product together, when you would expect them to already be experts at their own product. The team also made a good bit of mistakes throughout production and go-live, which then caused more work internally for us. The team lead for our project also just left the company, so we'll see how next year's planning goes
      Read full review

      Palo Alto Software

      No answers on this topic

      Alternatives Considered

      Syntellis Performance Solutions (formerly Kaufman Hall Software)

      Axiom was selected based on the impression of ease of use and integration. It is capable of holding all of our entities data while giving us an easier more accessible way to deliver monthly Financials and reports to managers. Then in costing we signed up because the impression of budgeting.
      Read full review

      Palo Alto Software

      We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.
      Read full review

      Return on Investment

      Syntellis Performance Solutions (formerly Kaufman Hall Software)

      • Forecasting has improved
      • Complexity of analysis has improved as well
      • Our main data has been confused as we started using Axiom
      Read full review

      Palo Alto Software

      • It has made it easy to create sensible budgets and run our business within the proposed budgets to avoid overspending.
      • It allows us to keenly follow up and keep track of how the business is performing thus getting to know on which ares we should improve.
      • It helps us have accurate future insights of the position of our business thanks to its forecasting functionality.
      • It helps us to create outstanding business plans and fund the plans which help us grow our business by improving its productivity.
      Read full review

      Screenshots

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