Corporate Performance Management (CPM) Software

Top Rated Corporate Performance Management (CPM) Products

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Corporate Performance Management (CPM) Software TrustMap

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Corporate Performance Management (CPM) Software Overview

What is Corporate Performance Management (CPM)?

Corporate performance management, also called enterprise performance management (EPM), describes the practices that help companies plan and manage the financial success of their organization. A CPM system is a finance tool that monitors and manages an organization's performance according to key performance indicators. These metrics can be finance-driven, such as revenue, return on investment. Corporate performance management can also focus on other strategic corporate goals, such as increasing operational efficiency or improving corporate strategy.

Corporate performance management systems support financial budgeting, planning, and forecasting. They help leaders manage strategy and track the company’s financial health against goals. CPM tools are commonly used by the finance department but are increasingly designed to be used across the enterprise.

CPM and Business Intelligence

Corporate Performance Management (CPM) is closely related to Business Intelligence (BI). The fact that these categories are so closely related has led to some category convergence. A number of products offer both CPM and BI capabilities in the same platform.

CPM leverages the data provided by BI to guide the organization towards its strategic objectives. The metrics and scorecards that are the endpoint of BI systems are the starting point of CPM. CPM systems link those metrics to the strategic goals of the organization.

BI is focused on gathering and processing disparate data and presenting it in an easy to digest form like a report, visualization, or dashboard. However, reporting is not necessarily linked to an organization’s strategy. It does not include any mechanisms for planning, controlling, or managing towards business objectives or KPIs.

CPM Software Features & Capabilities

Corporate performance management software focus on a process-oriented set of tasks that involves financial activities, including:

  • Budgeting

  • Planning

  • Forecasting

  • Financial consolidation and close

  • Financial reporting and compliance

  • Analytics and financial reporting

  • Calculating return on investment (ROI)

  • Overhead and operational costs

  • Profitability modeling

Budgeting, Planning & Forecasting

In corporate performance management software, budgeting and forecasting capabilities are designed to assist with both operational short-term planning and strategic long-term planning:

  • Long-term financial planning

  • Financial budgeting

  • Forecasting

  • Scenario modeling

  • Management reporting

Consolidation & Close

Consolidation and close features allow CPM software users to combine and examine data from multiple entities:

  • Financial data consolidation

  • Journal entries and reports

  • Multi-currency management

  • Intercompany eliminations

  • Minority ownership

  • Local and consolidated reporting

  • Detailed audit trails

Financial Reporting & Compliance

These CPM tool features assist users with their financial statements and regulatory filings:

  • Financial statement reporting

  • Management reporting

  • Excel-based reporting

  • Automated board and financial reporting

  • XBRL support for regulatory filing


These tools for at-a-glance and in-depth analysis help CPM users interpret performance metrics in the context of their company's larger strategic goals:

  • Personalized dashboards

  • Color-coded scorecards

  • KPIs

  • Cost and profitability analysis

  • Key Performance Indicator setting

  • Benchmarking with external data


It is vitally important for a CPM system to integrate with a company's BI system. The BI system feeds the CPM system performance data. The CPM system links performance data with strategic and financial data for the purpose of higher level planning and assessment. Types of integration include:

  • Flat file integration

  • Excel data integration

  • Direct links to 3rd-party data sources

CPM Software Comparison

To compare different CPM tools, you might want to consider evaluating options based on these factors:

  1. Finance vs Strategy: Do you care more about strategic planning or financials (such as consolidation and close, reporting, etc)? Products rarely do both of these well, so depending on which is your priority, compare tools based on both capabilities. Look at feature ratings for budgeting, planning and forecasting, versus consolidation and close and reporting.

  2. Deployment type: Products may be cloud-based, on-premise, or offer both deployment types.

  3. Usability: Ease of use is an important factor, even more so if your use of the CPM platform will extend beyond the Finance team. Look for comments about usability in pros & cons sections of reviews, and compare how the products rate for usability.

  4. Reporting: CPM is very centered on reporting and the ability to build custom reports. Reviewers often comment on the quality of reporting, and are asked to rate products based on reporting features.

Start a CPM comparison

Pricing Information

Pricing varies widely depending on whether tools are designed to serve SMBs or enterprises. Subscription pricing structure is usually per seat per month, with lower pricing for read-only seats. Enterprises are typically paying in the region of $25k total subscription price for leading solutions.

Corporate Performance Management (CPM) Products

(1-25 of 64) Sorted by Most Reviews


Catalyst from EBM Software in Minneapolis is a cloud-based business performance application suite, designed to provide an environment and workflow for understanding business profitability.

Axiom EPM

Axiom Software is a performance management solution that is designed to help finance professionals analyze results, model the future, and optimize organizational decision making. Solutions for long-range planning, budgeting & forecasting, reporting & analytics, consolidations,…


ePROMIS ERP is an ERP software product from the vendor ePROMIS Solutions, based in Houston, Texas. It is used by a range of industries: Construction, Contracting, MEP (Mechanical, Electrical & Plumbing), Trading & Distribution, Manufacturing, Oil & Gas, Transportation…

SAP Profitability and Performance Management

SAP Profitability and Performance Management promises to help optimize business performance and improve the bottom line. The vendor says key capabilities include: Build, maintain, and utilize sophisticated business and financial models that support multiple allocation methods for…


PowerPlan is a CPM solution focused on helping asset-intensive businesses achieve regulatory compliance.

Spoom (formerly Analyza)

Spoom (formerly Analyza) is a business intelligence solution that is provided by Spoom Software (formerly PIT Business). The vendor provides support services in Luxembourg, Belgium, France, and other parts of Europe. Spoom allows users to: Build several indicators and dashboardsBuild…


Bitam combines Business Intelligence (BI) with Corporate Performance Management (CPM).

SAS Financial Management

SAS Financial Management provides predictive capabilities which allow customers to estimate the likelihood of meeting specific forecasts and estimations integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, and risk management.

Infor Dynamic Enterprise Performance Management (Infor d/EPM)

Infor Dynamic Enterprise Performance Management (Infor d/EPM) is stated by the vendor to combine modern intelligent business tools and financial performance management capabilities into one EPM software solution, d/EPM is designed to enable the user to consistently report with confidence,…

Mona InterWeb

Mona InterWeb is web based solution designed to streamline the intercompany reconciliation process. It can be used on PCs, Macs, Smartphones and tablets.

Mona Planning

Mona Planning is software designed to meet the planning, budgeting and forecasting needs of an organization. The software can be applied in a number of scenarios including project planning, performance management as well as strategic planning and controlling.


Certent is online business software for financial compliance use cases such as financial reporting for ASC718 and financial filings (in XBRL and HTML) with the U.S. SEC. It includes equity management, disclosure management, and equity compensation reporting features. Certent is used…

Unit4 Financial Planning & Analysis (FPA), formerly Prevero

Unit4's Financial Planning & Analysis solution (based on technology from the former Prevero, acquired in 2016) is described by the vendor as an intelligent financial planning & analysis toolset designed for people who like simple but deal with the complex. They state they help teams…

Mona Group Reporting

Mono Group Reporting is a web-based financial planning and reporting solution. It is designed to enable the collection and consolidation of actuals, budget, and forecast data.


Mereo is a platform, that is designed to address several essential business management processes. The vendor’s value proposition that the platform brings together various services in an integrated, convenient and efficient manner. Users accessing Mereo platform can: - Plan the…

deFacto Performance Management

deFacto Performance Management is an enterprise-level corporate performance management platform built as a business model-centric solution focused on decision analysis and planning.

Corporater EPM Suite

Corporater is a CPM suite offering balanced scorecards, KPIs and dashboards, budgeting and planning, and performance reporting. The company is based in Norway and it's customer base is mainly European. The platform is built on the powerful SAP HANA data platform.

SAS Cost and Profitability Management

SAS Cost and Profitability Management is an analytic application that models business processes to accurately determine process, product and customer cost and profitability. With this solution, you can make informed decisions to streamline processes, deliver revenue growth and reduce…

Talentia CPM

Multinational company Talentia Software headquartered in France offers their Corporate Performance Management (CPM) integrated suite of applications.

Performance Canvas Financials

Performance Canvas Financials is a complete and cloud-based financial planning and analysis software.This cloud reporting, budgeting, forecasting, consolidation and KPI management software is designed to be installed and set up in just 5 minutes. It is suitable for small to large…



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Longview is a Corporate Performance Management platform. The company also sells a tax management product. The company was listed as a "visionary" by Gartner and competes with Oracle Hyperion, SAP, and other larger vendors.


Performance Canvas' pcLegal targets mid-sized to large organizations that want a more unified and Excel-based approach to financial budgeting and planning, modeling, dashboards, profitability analysis, KPI setting, performance reporting, and advanced consolidation. It supports both…

Questica Performance

Questica Performance captures key measures and provides dynamic analytic tools to evaluate and improve the effectiveness and efficiency of programs and services. It integrates with Questica Budget, and can be deployed as a web-based tool, on-premise, or cloud. The Questica suite…

Frequently Asked Questions

What is financial corporate performance management?

Financial CPM uses financial performance data, from revenue to costs, to measure a business’s financial performance against various KPIs or metrics. Financial CPM is the main function of corporate performance management.

What’s the difference between corporate performance management and human performance management?

Corporate performance management is focused on a business’s overall financial or strategic performance, while human, or HR, performance management focuses on individual employees’ performance in their professional roles. While both systems heavily rely on performance measurements like KPIs, CPM’s scope and scale is much broader.

What’s the difference between corporate performance management and business intelligence?

Corporate performance management takes the output from business intelligence tools and makes the data actionable. BI tools focus on organizing data and making it accessible via reports and dashboards. CPM tools take that output and measure it versus various financial and strategic metrics.

What are the benefits of using corporate performance management software?

CPM software allows businesses, particularly enterprises, to gain visibility into their overall financial performance and more efficiently budget based on current performance data.

How much do CPM tools cost?

CPM software pricing can vary largely based on whether the tool is targeted towards SMBs or enterprises. They are usually priced per seat, and enterprises can pay $25k+ depending on the number of users and range of features purchased.