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

(1-14 of 64) Sorted by Most Reviews


DataRails is an FP&A solution that automatically consolidates data from all existing organizational systems (ERP, GL, CRM, and HR data). It is designed so users can keep working on Excel while benefiting from automated data transformations.The vendor states users will enjoy…

Greenstone CSR Frameworks

Greenstone CSR Frameworks enables customers meet the reporting requirements of global non-financial reporting frameworks.

Questica Budget

The Questica suite of products are part of a comprehensive web-based budgeting preparation, performance, management and data visualization solution that enables public sector and non-profit organizations to improve and shorten their budgeting cycles. Questica Budget is a fully featured,…


idu-Concept promises to automate and streamline the manual process of spreadsheet-based budgeting, forecasting and reporting. idu-Concept provides budgeting, forecasting and reporting tools with easy-to-use modules. It is available both on premise and as a cloud solution. The main…


SS&C offers Sylvan, an enterprise portfolio performance management software platform, supporting multiple attribution modeling, customized benchmarking, and composite management.


Finario provides a cloud-based solution to unify capital planning and establish a single source of truth across the investment lifecycle. The vendor says enterprises use Finario to improve Capex reporting, accelerate decision making and deploy capital strategically to gain an edge…


LivaBudget is a ready-to-use CPM System. The vendor promises big know-how for most sectors. Users are able to generate Solo and Consolidated budgets in accordance with COA, IFRS, GAAP etc standards. The goal of these solutions is to allow users to run budgeting process faster, make…


cammsstrategy is a corporate performance management and enterprise strategy technology platform, from CAMMS (CA Technology Pty Ltd) headquartered in Melbourne.

Skill Pill

Skill Pill is a mobile learning gamification app from the company of the same name.


PlaceCPM combines transactional-level financial and cash forecasting, budgeting, modeling, consolidations and core planning with advanced collaboration, workflows, reporting and visualization tools in one application natively built on the Salesforce Platform. PlaceCPM aspires to…

Cube Planning

Cube is a financial planning & analysis (FP&A) platform that aims to enable finance teams to be more strategic and positively contribute to company growth activities by spending less time on manual, repetitive task, from Cube Planning headquartered in New York.


InPhase is designed to ensure teams have everything they need to make better, more assured decisions, faster. The software aims to turn employees into Goals Crusaders, Activity Activists, Data Obsessed & Collaboration Champions. Identify next-best actions. Track the impact and…

Konstrukt - Budgeting and Forecasting

Konstrukt is cloud-based budgeting, forecasting and financial planning software. Konstrukt removes the friction from planning, making it easier, faster, and more integrated in a business. The vendor says most companies use Excel for panning, but it becomes a nightmare as teams grow:…

SoftExpert CPM

SoftExpert CPM is a web-based performance management software that helps organizations to manage the strategy formulation process, translate it into practical actions and monitor performance and execution in a simple way.The solution enables organizations to transform strategy into…

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.