What users are saying about
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
149 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
152 Ratings

Oracle Cloud EPM

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
149 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Vertex O Series

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
152 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.7 out of 100

Likelihood to Recommend

Oracle Cloud EPM

It is well suited in a geographically distributed environment where you have various key participants in multiple time zones providing input and necessary explanations on performance and measured successIt is less appropriate where you have a single office environment with a single finance department working together.It is also less suited when the GL is NOT an Oracle product and the interface between the GL and the reporting software needs to be implemented with utmost care and handling.
Vishal Shivdasani | TrustRadius Reviewer

Vertex O Series

Works well with SAP and is an all-round best choice for enterprise level sales and use tax requirements. Pricing can be a barrier for some organizations, and it’s not a product that you can license and configure on your own, you’ll need to budget for consulting and testing. Would like to see Vertex become more active in addressing use tax challenges posed by newer P2P systems, like Coupa, that don’t directly integrate with Vertex, and in fact create gaps in the accuracy of use tax accruals. Since Coupa pretends this is not an issue, I want Vertex to step up with a solution for tax departments who have to find workarounds for P2P software that operates in a vacuum.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

BI Standard Reporting

Oracle Cloud EPM
6.4
Vertex O Series
Pixel Perfect reports
Oracle Cloud EPM
8.1
Vertex O Series
Customizable dashboards
Oracle Cloud EPM
5.6
Vertex O Series
Report Formatting Templates
Oracle Cloud EPM
5.7
Vertex O Series

Ad-hoc Reporting

Oracle Cloud EPM
7.9
Vertex O Series
Drill-down analysis
Oracle Cloud EPM
8.0
Vertex O Series
Formatting capabilities
Oracle Cloud EPM
7.5
Vertex O Series
Report sharing and collaboration
Oracle Cloud EPM
8.1
Vertex O Series

Report Output and Scheduling

Oracle Cloud EPM
8.2
Vertex O Series
Publish to Web
Oracle Cloud EPM
8.0
Vertex O Series
Publish to PDF
Oracle Cloud EPM
8.8
Vertex O Series
Report Versioning
Oracle Cloud EPM
7.9
Vertex O Series
Report Delivery Scheduling
Oracle Cloud EPM
8.1
Vertex O Series

Data Discovery and Visualization

Oracle Cloud EPM
5.7
Vertex O Series
Pre-built visualization formats (heatmaps, scatter plots etc.)
Oracle Cloud EPM
5.8
Vertex O Series
Location Analytics / Geographic Visualization
Oracle Cloud EPM
6.0
Vertex O Series
Predictive Analytics
Oracle Cloud EPM
5.4
Vertex O Series

Access Control and Security

Oracle Cloud EPM
8.6
Vertex O Series
Multi-User Support (named login)
Oracle Cloud EPM
8.5
Vertex O Series
Role-Based Security Model
Oracle Cloud EPM
8.4
Vertex O Series
Multiple Access Permission Levels (Create, Read, Delete)
Oracle Cloud EPM
8.7
Vertex O Series
Single Sign-On (SSO)
Oracle Cloud EPM
8.7
Vertex O Series

Mobile Capabilities

Oracle Cloud EPM
7.2
Vertex O Series
Responsive Design for Web Access
Oracle Cloud EPM
6.2
Vertex O Series
Dedicated Android Application
Oracle Cloud EPM
8.2
Vertex O Series

Budgeting, Planning, and Forecasting

Oracle Cloud EPM
8.4
Vertex O Series
Long-term financial planning
Oracle Cloud EPM
8.4
Vertex O Series
Financial budgeting
Oracle Cloud EPM
8.5
Vertex O Series
Forecasting
Oracle Cloud EPM
8.2
Vertex O Series
Scenario modeling
Oracle Cloud EPM
8.3
Vertex O Series
Management reporting
Oracle Cloud EPM
8.5
Vertex O Series

Consolidation and Close

Oracle Cloud EPM
7.7
Vertex O Series
Financial data consolidation
Oracle Cloud EPM
7.8
Vertex O Series
Journal entries and reports
Oracle Cloud EPM
7.4
Vertex O Series
Multi-currency management
Oracle Cloud EPM
7.6
Vertex O Series
Intercompany Eliminations
Oracle Cloud EPM
7.8
Vertex O Series
Minority Ownership
Oracle Cloud EPM
7.5
Vertex O Series
Local and consolidated reporting
Oracle Cloud EPM
7.4
Vertex O Series
Detailed Audit Trails
Oracle Cloud EPM
8.1
Vertex O Series

Financial Reporting and Compliance

Oracle Cloud EPM
8.0
Vertex O Series
Financial Statement Reporting
Oracle Cloud EPM
8.4
Vertex O Series
Management Reporting
Oracle Cloud EPM
8.4
Vertex O Series
Excel-based Reporting
Oracle Cloud EPM
8.1
Vertex O Series
Automated board and financial reporting
Oracle Cloud EPM
7.9
Vertex O Series
XBRL support for regulatory filing
Oracle Cloud EPM
7.3
Vertex O Series

Analytics

Oracle Cloud EPM
7.2
Vertex O Series
Personalized dashboards
Oracle Cloud EPM
8.0
Vertex O Series
Color-coded scorecards
Oracle Cloud EPM
6.8
Vertex O Series
KPIs
Oracle Cloud EPM
7.3
Vertex O Series
Cost and profitability analysis
Oracle Cloud EPM
6.0
Vertex O Series
Key Performance Indicator setting
Oracle Cloud EPM
7.3
Vertex O Series
Benchmarking with external data
Oracle Cloud EPM
7.6
Vertex O Series

Integration

Oracle Cloud EPM
7.9
Vertex O Series
Flat file integration
Oracle Cloud EPM
7.9
Vertex O Series
Excel data integration
Oracle Cloud EPM
8.6
Vertex O Series
Direct links to 3rd-party data sources
Oracle Cloud EPM
7.3
Vertex O Series

Type of tax

Oracle Cloud EPM
Vertex O Series
8.1
Sales and Use Taxes
Oracle Cloud EPM
Vertex O Series
9.2
Cross-border Taxes
Oracle Cloud EPM
Vertex O Series
7.7
VAT / GST Taxes
Oracle Cloud EPM
Vertex O Series
9.1
Energy and Fuel Taxes
Oracle Cloud EPM
Vertex O Series
6.6

Tax Reporting & Compliance

Oracle Cloud EPM
Vertex O Series
8.8
Geolocation for Tax Assessment
Oracle Cloud EPM
Vertex O Series
8.8
3rd-Party Software Integrations
Oracle Cloud EPM
Vertex O Series
8.3
Tax Data Reporting
Oracle Cloud EPM
Vertex O Series
8.8
Compliance Administration Management
Oracle Cloud EPM
Vertex O Series
9.2
Tax Exemption Processing
Oracle Cloud EPM
Vertex O Series
8.9
Tax Document Management
Oracle Cloud EPM
Vertex O Series
8.9
Complex Tax Scenario Management
Oracle Cloud EPM
Vertex O Series
8.7

Pros

Oracle Cloud EPM

  • Account Reconciliation CLoud Services provides tight integration with Oracle R12 and 11i . Provides drillback capability. It is flexible and provides rich functionality to users.
  • We have implemented ARCS on cloud and migrated planning and budgeting from On premise to PBCS and EPBCS. Functionality is onpar with onpremise. Provides regular updates monthly
  • We don't need to upgrades every year and saved a lot on Hardware.
Raju Aenike | TrustRadius Reviewer

Vertex O Series

  • The content is very detailed and helps companies make the correct indirect tax decisions.
  • The interfaces that O Series has with the major ERPs as well as the smaller ones gives it an advantage in the marketplace.
  • The user interface is very intuitive and easy to use.
Anonymous | TrustRadius Reviewer

Cons

Oracle Cloud EPM

  • The limitation of constrained out of the box dimensions that requires ripping the initial implementation to add the new dimensions is a major drawback.
  • Smartview interface is cumbersome for many.
  • The only financial adapter is available for integration for other modules we have to go with file-based uploads which is cumbersome and not real-time.
  • It is very costly in terms of licensing unlike other Oracle products.
Anonymous | TrustRadius Reviewer

Vertex O Series

  • We had a problem one month and needed to back out some data and it didn't seem like Vertex was well-equipped to do this. Ultimately I had to figure out a work-around as Vertex wasn't helpful in this instance.
  • It feels like I'm not using the majority of tools available to me. Of course that's on me to learn more about the product, but I feel like training could be pushed a bit more.
Eric Larsen | TrustRadius Reviewer

Likelihood to Renew

Oracle Cloud EPM

Oracle Cloud EPM 9.0
Based on 3 answers
We have a pretty good userbase who are at the high level who gained value from this tool. Discontinuing this tool is prone to impact their day to day operations. Also the data in this tool cannot alter the source, which maintains the integrity of this tool. Smartview is a cool addition that gained lot of traction as well.
Anonymous | TrustRadius Reviewer

Vertex O Series

Vertex O Series 8.5
Based on 3 answers
We are satisfied with the overall performance of Vertex. The software has provided my company with many efficiencies. We have shorted our audits and found that many audits are happy that we are using Vertex to calculate our taxes. We no longer need to worry about updating our rates each month since Vertex sends us a file to upload
Lillian Zakos Paquette | TrustRadius Reviewer

Usability

Oracle Cloud EPM

Oracle Cloud EPM 8.0
Based on 1 answer
EPM usability is good in some modules but needs some improvement in others
Aissam Drai | TrustRadius Reviewer

Vertex O Series

Vertex O Series 8.2
Based on 1 answer
Overall Vertex is easy to use and in most cases intuitive for the user once trained
Lillian Zakos Paquette | TrustRadius Reviewer

Reliability and Availability

Oracle Cloud EPM

Oracle Cloud EPM 10.0
Based on 2 answers
EPM has been so far available all the time
Aissam Drai | TrustRadius Reviewer

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
We rarely have Vertex outages or application errors since the software sits out our servers
Lillian Zakos Paquette | TrustRadius Reviewer

Performance

Oracle Cloud EPM

Oracle Cloud EPM 9.0
Based on 2 answers
The product performance is so far very good
Aissam Drai | TrustRadius Reviewer

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
Reports running in a timely time depending on the size and data requested. Vertex does interface with our ERP system and we do not see any slow down between the systems even when a large amount of documents are being sent over through the interface
Lillian Zakos Paquette | TrustRadius Reviewer

Support Rating

Oracle Cloud EPM

Oracle Cloud EPM 7.0
Based on 6 answers
Support from our implementation partner is a 10/10, but support from Oracle is awful. Case in point: recently over a 2-day period, there were a series of intermittent outages. Oracle actually asked US for the outage time-stamps. I would have thought that, since we were paying them, they should probably be able to tell us!
Greg Grey | TrustRadius Reviewer

Vertex O Series

Vertex O Series 7.5
Based on 22 answers
We have had an outside accounting firm assist with the set-up, implementation and post go live work. The several times that Vertex has needed to be contacted, they have been helpful in resolving issues as quickly as possible. The monthly updates are done timely and efficiently by our IT team.
Howie Sussman MBA, MST | TrustRadius Reviewer

In-Person Training

Oracle Cloud EPM

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
The training was sufficient. As I became more seasoned user I learned many tricks using the system. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.
Lillian Zakos Paquette | TrustRadius Reviewer

Online Training

Oracle Cloud EPM

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
Vertex has offered multiple webinars for the products we have purchased that are informative and helpful. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.
Lillian Zakos Paquette | TrustRadius Reviewer

Implementation Rating

Oracle Cloud EPM

Oracle Cloud EPM 8.1
Based on 32 answers
I suggest doubling the time to implement from the initial quote you get from the Sales team. That's always been the case for me for multiple EPMs now. The out-of-the-box functionality of Oracle Planning and Budgeting Cloud is pretty robust so I appreciate that and it really helped us get the ball rolling quickly.
Anonymous | TrustRadius Reviewer

Vertex O Series

Vertex O Series 8.2
Based on 1 answer
The implementation went relatively smooth, we spent months several months prior to the installation preparing and research the taxability of the products we buy and sell
Lillian Zakos Paquette | TrustRadius Reviewer

Alternatives Considered

Oracle Cloud EPM

Oracle Planning and Budgeting Cloud fared very well against Adaptive, Anaplan, and Host Analytics. We ultimately decided on Oracle due to its reputation and strength of existing customers. We are happy with our decision.
Anonymous | TrustRadius Reviewer

Vertex O Series

We looked at these systems and they had good functionality much like O Series. We found that there were no certified interfaces available between them and Lawson SE. We did not want to write our own interface so we went with O Series.
Jack Schaffer | TrustRadius Reviewer

Scalability

Oracle Cloud EPM

Oracle Cloud EPM 8.0
Based on 1 answer
The product is scalable
Aissam Drai | TrustRadius Reviewer

Vertex O Series

Vertex O Series 8.2
Based on 1 answer
Overall I'm happy with the product
Lillian Zakos Paquette | TrustRadius Reviewer

Return on Investment

Oracle Cloud EPM

  • Significantly reduced the amount of money we spent for the maintenance of in-house hardware.
  • We now need less employees to manage the configurations of Oracle EPM Cloud.
  • There have been many time savings as a whole to apply to more productive causes.
Anonymous | TrustRadius Reviewer

Vertex O Series

  • Most significantly, the ROI for us was the reduction in audit costs and assessments from a variety of state and local audits.
  • Vertex allows for consistent opportunities to improve our business processes which help us reduce exposure for audits.
  • The support team for Vertex has been great at helping us work out any issues that we are unable to correct within our organization. This allows us to continue using and have confidence that the system will work when we need it to.
  • The past year, there have been several times that have Vertex On-Demand has gone down and hasn't worked at all. This has a severe personnel cost to sit around until the system is up and running again. There is not really anything in our SAP environment that can be done without Vertex working.
Collette Brown | TrustRadius Reviewer

Screenshots

Pricing Details

Oracle Cloud EPM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Vertex O Series

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Oracle Cloud EPM
8.3
Vertex O Series
8.7

Likelihood to Renew

Oracle Cloud EPM
9.0
Vertex O Series
8.5

Usability

Oracle Cloud EPM
8.0
Vertex O Series
8.2

Reliability and Availability

Oracle Cloud EPM
10.0
Vertex O Series
7.3

Performance

Oracle Cloud EPM
9.0
Vertex O Series
7.3

Support Rating

Oracle Cloud EPM
7.0
Vertex O Series
7.5

In-Person Training

Oracle Cloud EPM
Vertex O Series
7.3

Online Training

Oracle Cloud EPM
Vertex O Series
7.3

Implementation Rating

Oracle Cloud EPM
8.1
Vertex O Series
8.2

Scalability

Oracle Cloud EPM
8.0
Vertex O Series
8.2

Add comparison