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I’ve always been fascinated by the power of data.
When used effectively, it reveals trends, predicts outcomes, and helps businesses make smarter, more strategic choices. But without the right tools, even the best data can feel like an overwhelming puzzle.
If you’ve ever found yourself sifting through multiple reports, trying to piece together a clear picture of your company’s performance, you’re not alone. The good news? Corporate performance management (CPM) software is designed to take the guesswork out of strategic planning and financial decision-making.
I tested and compared the top CPM tools to find the ones that truly stand out in terms of features, ease of use, and automation. The result? A curated list of 6 powerful platforms that help businesses streamline reporting, forecasting, and strategic execution.
No matter the size of your company or the complexity of your data, this guide will help you find the right CPM software to drive growth and efficiency. Let’s explore the best options!
* These best CPM software solutions are top-rated in their category, according to G2 Grid Reports. The pricing details are available on request.
Tracking financial data, aligning business objectives, and generating accurate forecasts isn’t as simple as checking off a to-do list. I needed software that could automate the complexities, eliminate inefficiencies, and provide clear insights to support better decision-making.
That’s where the right corporate performance management software made all the difference. Some platforms streamlined financial planning and reporting, while others offered real time forecasting, advanced data visualization, and seamless integration with existing business systems.
As I explored different platforms, I tested key features like budget planning, performance tracking, scenario modeling, and collaboration tools. After thorough testing and comparison, I’ve narrowed it down to the 6 best corporate performance management software solutions that truly deliver.
I spent weeks testing and evaluating audit management software, narrowing down the best options based on features, ease of use, pricing, and real user feedback. To ensure these recommendations are as accurate and helpful as possible, I also leveraged AI-driven research to analyze software updates, market trends, and common challenges.
In cases where I couldn’t personally test a tool due to limited access, I consulted a professional with hands-on experience and validated their insights using verified G2 reviews. The screenshots featured in this article may be a mix of those captured during testing and ones obtained from the vendor’s G2 page.
Each tool on this list is reliable, intuitive, and designed to help businesses streamline audits, manage compliance, and mitigate risks with ease. My research and analysis also factor in real-time buyer sentiment and proprietary G2 scores to ensure a well-rounded evaluation.
When I first started exploring CPM software, I quickly realized how essential these tools are for financial planning, forecasting, and decision-making. But with so many options available, I needed to dig deeper to figure out what actually mattered.
I won’t lie; finding the right corporate performance management software wasn’t easy. Some platforms looked great on paper but lacked essential features, while others were overloaded with features I didn't need. Through trial and error, I identified the most important features that truly impact performance, usability, and business growth.
If you’re looking for the best corporate performance management software, here’s what to keep in mind:
After testing and comparing various platforms, I’ve narrowed it down to the 6 best corporate performance management software solutions that truly stand out.
Over the span of several weeks, I researched and tried close to 30+ corporate performance software. I narrowed down the best 6 based on their features and ease of use.
To be included in this category, a solution must:
*This data was pulled from G2 in 2025. Some reviews may have been edited for clarity.
When I tested Anaplan, I realized that it offers a highly customizable platform that adapts to complex business needs, whether I want to manage financial forecasting, optimize supply chain planning, or build workforce models.
When I first started using Anaplan, it felt a bit overwhelming. There’s no out-of-the-box solution, so every implementation is built from the ground up. That means a steep learning curve, but once I got the hang of it, I realized how powerful the platform really is. The flexibility is unmatched. You can design Anaplan to fit your specific business processes, from terminology to workflows.
One of my favorite things is that Anaplan lets the business own the tool. This is a huge advantage for teams like finance and sales because we can make updates on our own. The modeling behaves similarly to familiar business applications, which makes changes feel intuitive.
The real magic happens in its processing power. I’ve built calculations that would take hours in legacy systems, but in Anaplan, they execute in about a second, even for massive corporate processes. It’s a game-changer for large-scale planning.
Anaplan has also made strides in integrations. The platform has improved its ability to move data in and out without middleware. It’s a good sign that they continue to push for more solutions, even if some features still need refinement.
The pricing structure can be confusing, and since the platform has evolved so much, pricing expectations have changed over the years. Also, while the UX has improved, it still has limitations. Some Excel-like functionalities are missing, and workarounds aren’t always simple. For developers, tracking line items and debugging models could be easier. And the dreaded ‘toastering’ can be frustrating when the model freezes due to a bad formula.
Despite these drawbacks, I keep coming back to Anaplan because it delivers real value. It’s a platform that breaks down silos, connects teams, and powers smarter planning across the business.
"Anaplan allows the "business" to own the tools rather than IT. This allows areas like finance and sales to make changes and updates to the logic without having to wait for IT to make the changes. Plus, the changes are easy because the "logic" behaves in the same way as other programs used by the business. Anaplan also allows the business to design the tool to cater to the specific needs of the business such as terminology and allowing for unique processes."
- Anaplan Review, Krista D.
"Anaplan's pricing can be confusing and opaque. This is due to an evolving platform, technology, and GTM model. Customers from just 3 years ago may have completely different expectations on pricing, and that can cause friction. However, the GTM model had to change - the platform, which did not drastically change from 2014-2022, has received an incredible overhaul in terms of technical functionality, and old pricing models did not capture that at all."
- Anaplan Review, James S.
Combine ERP software and CPM software to manage operations efficiently while tracking financial performance.
If you work in financial reporting, compliance, or corporate management, then you’ve probably heard of Workiva.
One of the best things about Workiva is how intuitive and aesthetically pleasing it is. The interface is clean, and I can easily find what I need without wasting time. Even as a first-time user, I felt comfortable navigating the platform.
The real time collaboration is another standout feature. My team can work on the same document simultaneously, and I don’t have to worry about version control issues. Redlining is simple, making it easy to track edits and keep everything organized.
Another thing I appreciate is the automation and data integration. I can link data across reports, eliminating manual data entry and reducing errors. It’s incredibly helpful for SEC reporting and financial forecasting. I also use it for risk management, and the platform makes it simple to keep everything in check.
Finally, customer support is solid. Whenever I run into an issue, I can connect with a Workiva specialist in minutes. Whether it's an XBRL-related question or a general platform issue, they’re responsive and helpful.
That said, Workiva has its downsides. Some performance issues. When I’m working with large datasets, the platform can get painfully slow. There have been times when the connection drags, making simple tasks take longer than they should.
Another issue is limited customization. While Workiva covers a lot of bases, there are moments when I wish I could tweak features to better suit my needs. For example, I’d love to see improvements in formulas and pivot functionality.
One major limitation is document sharing at scale. If I need to share a document with a large group, I have to manually grant access to each individual, which is incredibly inefficient. A broader sharing function would be a game-changer.
Lastly, Workiva is internet-dependent. If my connection is unstable, my productivity takes a hit. It would be great if there were some offline capabilities to keep things moving when the internet isn’t reliable.
The intuitive interface, automation, and collaboration features make it a go-to platform for my daily work. If you’re considering Workiva, be prepared for a bit of a learning curve, but once you get the hang of it, it’s a game-changer.
"I liked that it is aesthetically pleasing and easy to use and has features that I really need, such as viewing timesheets for all assigned employees, eliminating a lot of administrative work, and is fairly intuitive and easy to use. I also like that it works well, and the customer service is very decent and friendly. I also like his risk management and financial forecasts and closings."
- Workiva Review, Marie S.
"Workiva can be a bit harder to use when formatting with images or insertion of objects, such as graphs. In general, customization options can feel limited at times."
- Workiva Review, Bo G.
Maximize growth by linking customer data from your CRM software with performance tracking in CPM.
Workday Adaptive Planning is a great option for CPM. If you're in finance, budgeting, or forecasting, you're probably considering whether it’s worth the investment.
First off, ease of use. I’ve worked with a handful of corporate planning tools, and this one stands out for being pretty intuitive. The interface is smooth, and it doesn’t take a ton of onboarding to get started. If you're moving from spreadsheets, this feels like a logical step up without being overwhelming.
Another big plus is flexibility. Whether you're dealing with budgets, forecasts, or workforce planning, the platform allows for extensive customization. You can tweak dashboards, adjust reporting structures, and configure planning models to match your business needs.
Collaboration is also a strong suit. Finance teams (or really, any teams) can work together in real-time without dealing with multiple spreadsheet versions floating around. It’s cloud-based, so everyone sees updates immediately, making budgeting cycles way more efficient.
And let’s talk about trust in data. One of the most annoying things in planning tools is having numbers that don’t sync properly, but Workday Adaptive Planning does a solid job of maintaining accuracy. I always feel confident that the data I’m working with is reliable, which is a huge relief.
Now, for the frustrations. If you rely on Excel heavily, you might find the tool's Excel functionality a bit limiting. Some users prefer a more seamless transition between their spreadsheets and the system.
Integration issues pop up occasionally. While it does connect with other Workday products and various third-party systems, there are moments when things don’t sync as smoothly as you’d hoped. If you have complex integration needs, expect a learning curve.
Another challenge? Formulas and calculations. If you’re used to Excel-style formulas, Adaptive Planning’s formula structure might take some getting used to. It’s powerful but not always intuitive. Sometimes, complex calculations require more setup than expected.
The navigation and file structure could also use some refinement. It’s not terrible, but finding specific reports or managing large datasets could be easier. A more intuitive menu system would go a long way.
And finally, the learning resources. While Workday does provide training materials, some users feel like comprehensive training and documentation are lacking. If you're new to the tool, expect to spend some extra time learning on your own or seeking help from colleagues.
If you’re looking for a powerful, cloud-based financial planning tool that enables collaboration and flexibility, Workday Adaptive Planning is a strong choice. It’s great for mid-to-large businesses that want to streamline budgeting, forecasting, and reporting while maintaining data accuracy.
However, if Excel integration is crucial to your workflow or you need simpler formula handling, you might hit some friction. And if you're expecting a plug-and-play solution with zero training needed, be prepared to invest some time into learning the ropes.
"One of its standout aspects is its flexibility. It allows organizations to create customized financial models and forecasts that can adapt to their unique needs. Its user-friendly interface and powerful integration capabilities also make it easier for teams to collaborate and make data-driven decisions. The ability to perform real-time analysis and scenario planning is another strong point, helping businesses stay agile and responsive to changing conditions."
- Workday Adaptive Planning Review, verified user.
"Workday Adaptive Planning can be complex to set up and configure initially, requiring thorough training and expertise. Additionally, some users may find the interface less intuitive than other planning tools."
- Workday Adaptive Planning Review, Sidharth J.
Pair CPM with accounting software to ensure accurate financial data for better budgeting and forecasting.
Vena is a powerful tool that brings financial planning and analysis into a structured, Excel-based environment. If you’re already deep into Excel, Vena’s native integration with Microsoft 365 and Power BI is a huge plus. It allows for in-depth financial modeling and forecasting, giving you full control over your data. The ability to organize complex financial data into a simple database format makes FP&A much more manageable, and the pre-built templates help reduce setup time. When it’s working as expected, the automation speeds up planning and forecasting, and customer support is generally responsive when you need help.
Getting to that “working as expected” stage is not easy. Vena can improve on it's intuitiveness. It has a steep learning curve, and even experienced users can take anywhere from 30 minutes to few hours to set up a report, FP&A model, or budget. Vena’s dashboards have Power BI embedded into the platform, and unless you’re comfortable writing DAX formulas, you won’t be able to customize them effectively.
Once you dig into the actual setup, you’ll quickly uncover it can be a bit tedious.
All that said, Vena does offer some advantages, its Excel integration is one of the best in the industry, and if you have the patience to climb the learning curve, it can be a powerful financial planning tool.
"Vena is exhibiting a strong dedication to using cutting edge software development best practices. Vena provides an extensive suite of solutions to manage all of an organization's FP&A requirements by leveraging the most recent developments from Microsoft in Excel and Power BI. The business is excellent at developing client side products and their customer service is strong and takes care of any problems that may come up."
- Vena Review, Andrew C.
"After a nine month implementation, we ultimately decided to stop the process after spending countless hours on it. Vena’s models are extremely rigid and couldn’t accommodate our needs and requirements. Instead, they asked us to lower our expectations because the product simply couldn’t deliver.
On top of that, they failed to integrate with our ERP, despite claiming that "dozens of users are already using it."
I’m furious about the time and money we wasted on this failed process, not to mention an entire year that was completely lost."
- Vena Review, Andrew C.
Mosaic Tech is an impressive platform. It's great to see how it's evolving over time. They’re constantly rolling out new features, refining the UI, and actually listening to user feedback. Getting started was easy, our financial systems connected quickly, and the out-of-the-box reports immediately gave us value. One of my favorite things about Mosaic is how it makes complex financial planning feel logical and accessible. The canvas feature is incredibly useful for quick ad-hoc analysis, and the planning product itself is flexible, making the scenario modeling seamless. It’s become an essential part of our annual planning and day-to-day decision-making.
That said, there are a few areas where I’d love to see improvements. The learning curve is real. Particularly when it comes to formulas and linking financial models. It’s not as intuitive, so there’s a bit of an adjustment period. I also wish I could edit data within Mosaic itself instead of having to adjust it in the original source system. The need to unpublish models before editing can slow down the workflow. But even with these challenges, I see continuous improvements. They’re adding more intuitive templates, which are especially relevant right now.
Beyond functionality, Mosaic simplifies and even automates a lot of traditionally time-consuming tasks. SaaS metrics reporting, ARR tracking, and headcount planning, which used to take me days, now happen in a fraction of the time. The ability to generate and share visually compelling reports with stakeholders makes a huge difference, especially for our monthly and quarterly reporting.
It’s still a young company, so there are some missing integrations and room for UI refinements. But they’re transparent about their roadmap, and I’ve seen them deliver on user requests time and again.
"Real-time updates make dashboarding and reporting quite simple. Once the reports are set up, it's pretty easy to adjust time periods to create new versions.
The modeling and forecasting is similarly pretty straightforward, and robust enough for most use cases. For example, it's pretty simple to work from an existing expense line item and forecast it forward using any number of formulaic approaches (flat, grow by x%, grow based on some other metric like headcount, etc.). It does have a lot of capabilities."
- Mosaic Tech Review, verified user.
"Mosaic is constantly improving on their product. I have used their software for several years and there have been some big improvements. A few things I dislike about the software are:
1. Have to unpublish models before editing them, making it difficult to edit a model and look at the canvas at the same time.
2. Unable to edit data coming in from data sources. I understand that it is important to keep consistency but there are instances where I want to change what department an employee is in for modeling purposes that is different than the department the employee is in in our HRIS system."
- Mosaic Tech Review, verified user.
If you work in corporate performance management, you know how long it takes to manually consolidate data, confusing reporting tools, and clunky integrations. Enter Drivetrain, the tool that has completely transformed how I operate on a daily basis. This isn’t just another software; it’s become a critical part of our planning, reporting, and modeling processes.
Drivetrain has dramatically cut down the time spent on manual data consolidation. Everything is centralized, easy to access, and intuitive. The amount of high-priority work we can now focus on instead is a game-changer. Getting our data into Drivetrain was painless. We’ve integrated QuickBooks, Zoho, Databricks, Salesforce (SFDC), and BambooHR without a hitch. No messy data transfers, no lag, just a smooth, real-time sync across platforms.
I have to give a huge shoutout to their support team. Whether it was onboarding, troubleshooting, or custom setups, they were always responsive and incredibly knowledgeable. Unlike some older platforms that feel like black boxes, Drivetrain actually lets us build what we need. The UI/UX is clean, intuitive, and easy to navigate, making it effortless to run BvA cadences and customize reports. Even if you’re not an Excel whiz, the platform is still easy to grasp. We got fully onboarded in about three months, which was impressive given how complex FP&A tools can be. The implementation team made sure we were set up in time for our planning cycle, and it’s been a breeze to scale since then.
While the tool itself has undergone significant improvements, the formatting options feel a bit limited. It’s not a dealbreaker, but if they enhance this area, it would take the reporting experience to the next level. I wish everything was pre-built and ready to go, rather than having to continuously tweak and customize reports for new data views. It gives us flexibility, but sometimes I just want a plug-and-play solution. Before you get the full benefit of Drivetrain, you’ll need to ensure your internal data is clean and structured. This isn’t really Drivetrain’s fault, it’s just a necessary step. But it does mean that if your data is messy, expect some extra setup time before you get the perfect reports.
It’s easy to use, saves a ton of time, and provides deep financial insights that help drive smarter business decisions. That said, you’ll need to invest time in setting it up and refining reports. But once you do? It’s a powerful tool.
"Drivetrain has transformed the way we operate on a daily basis! It has saved us hours each week, allowing our team to focus on high-priority work instead. Accessing and analyzing data is now seamless; everything is centralized and easy to retrieve, which has greatly improved our decision-making process. The customer support team is always responsive and helpful, ensuring we get the most out of the tool. I highly recommend Drivetrain for anyone looking to implement an FP&A tool or a tool which easily consolidates data! The ease of implementation was top notch! Drivetrain is used by our team daily for planning, reporting and modeling.
The integration process was easy and seamless. We have a lot of systems integrated; QB, Zoho, Databricks, SFDC & Bamboo."
- Drivetrain Review, Alison G.
"One downside is that it is time-consuming to clean our internal data to ensure accurate reports. While the software streamlines many tasks, this initial data cleaning step can be time consuming and delay our reporting process. But this is something that cannot be avoided."
- Drivetrain Review, Shashi Y.
Have more questions? Find more answers below.
While Enterprise Resource Planning (ERP) software focuses on managing day-to-day business operations like accounting, HR, and supply chain, CPM software is designed for financial planning, budgeting, forecasting, and performance tracking. Many CPM tools integrate with ERP systems to enhance financial analysis.
CPM software is used by finance teams, CFOs, business analysts, and executives to track company performance, manage budgets, and ensure strategic goals align with financial data. It's valuable for businesses of all sizes, from startups to large enterprises.
CPM tools use historical data, predictive analytics, and real-time financial trends to create more accurate forecasts. Some platforms also provide scenario modeling, allowing businesses to compare multiple financial projections and plan for different market conditions.
The best choice depends on your company’s needs, security requirements, and budget.
Yes, most CPM platforms integrate with ERP systems, accounting tools, CRM software, and BI platforms to ensure seamless data flow and reporting.
Pricing varies widely based on features, company size, and deployment type. Some vendors offer subscription-based pricing (monthly/yearly), while others provide custom quotes based on business needs. Expect costs to range from $50/user per month for small businesses to enterprise-level solutions costing thousands per year.
Choosing the right CPM software is just the first step. The real impact comes from how you use it. To streamline financial planning, track performance, and make data-driven decisions that push your business forward.
Now that I’ve explored the best platforms, you can choose the one that fits your needs, set up your dashboards, and start leveraging insights to drive growth and efficiency. The future of corporate success is smart, strategic, and powered by data. Start planning, analyzing, and growing today!
Want to optimize your business operations and improve efficiency? Explore the best ERP software to centralize data, automate workflows, and enhance resource management for smarter decision-making.
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