Enterprise Performance Management (EPM) software helps you analyze, understand, and report on your business.
EPM refers to the processes designed to help organizations plan, budget, forecast, and report on business performance as well as consolidate and finalize financial results (often referred to as a closing the books). EPM solutions are primarily used by CFOs and the office of finance, while other functional areas, such as HR, sales, marketing, and IT, use EPM for operational planning, budgeting, and reporting.
Today, EPM software is considered to be critical for managing all types of organizations by linking financial and operational metrics to insights and ultimately driving strategies, plans, and execution. With EPM software, managers can drive improved performance across the organization by monitoring financial and operational results against forecasts and goals and using analytics to recognize key trends and predict outcomes.
EPM business processes (strategic modeling, plan, consolidate and close, report, and analyze performance) can help organizations understand their data and use it to make better business decisions.
Run Your Business With Oracle ERP Cloud Solutions
Enterprise Planning & Budgeting Cloud
Enterprise Planning and Budgeting Cloud helps enterprises stay competitive and strategic with modern forecasting capabilities
Streamline the Planning and Budgeting Process
Align plans created across the organization
Improve Forecasting Accuracy
Predictive planning and rolling forecast tools to stay competitive
Connect Teams
View and share company plans and reports across the entire enterprise with online (including mobile) access
Ensure User Success
Microsoft Office integration including Outlook, Excel, Word and PowerPoint
Real Reporting
Easily accessed dashboards that display real, accurate company data
Financial Consolidation and Close
Consolidate globally
Consolidate your global organization with GAAP-driven applications that have full currency support, intercompany eliminations, equity eliminations, adjustments, and detailed data source tracking.
Perform complex consolidations
Increase the accuracy and speed of the close process by reclassifying, adjusting, and eliminating data for any hierarchy with pre-built consolidation support. Work easily with the most complex legal and management rollups that may have unique calculations and reporting requirements.
Automate intercompany eliminations
Reduce manual work by using automatic, standard intercompany eliminations. There are additional capabilities to customize if needed.
Translate currencies
Increase consolidation accuracy by using standard or customizable currency translations.
Enable audit compliance
Provide transparency and audit compliance for tasks like journal adjustments with enforced segregation of duties, data changes, visible calculations, and user activity logging. Always see what changes have been made and by whom to the data.
Profitability & Cost Management
Build models with point and click technology
Business owners can build and maintain profitability and cost models with point-and-click actions—no scripts or coding required.
Change models easily without rebuilding
Business owners and experts can easily change assumptions, allocation methods, and more. No need to rebuild the model each time or rely on IT to do it for you.
Test potential business changes
Model changes like adding products, dropping them, changing delivery options, adding new customers, and other opportunities to optimize profitability anytime. There is no danger of changing your systems of record.
Assess potential regulatory changes
Model the impact of possible tax or tariff changes and justify the resulting rate changes or cost increases.
Narrative Reporting
Stay ahead of internal and external reporting requirements with narrative reporting for collaboratively authoring and publishing financial, management, and regulatory report packages.
Use existing reports
Consolidate your global organization with GAAP-driven applications that have full currency support, intercompany eliminations, equity eliminations, adjustments, and detailed data source tracking.
Access systems of record directly
Work with data that is always current by accessing data directly from Oracle and non-Oracle sources. This includes spreadsheets, Hyperion EPM applications, Oracle Cloud EPM applications, Oracle Cloud Financials, Oracle Analytics content, and native databases.
Combine data and narrative content
Help provide context to the numbers by combining financial statements and data with textual narrative in a single report.
Automate account reconciliations and transaction matching. Improve the efficiency and accuracy of your financial statements while addressing security and risk typically associated with the process.
Account Reconciliation
Automate high volume transactional reconciliations
High-transaction volume, labor intensive reconciliations require sophisticated transaction matching features. The auto-match engine can match millions of transactions in minutes. It is tightly integrated into period-end reconciliation to provide evidence of reconciliation at a point in time and meet compliance requirements.
Confirm or decline auto-suggested matches
Our intelligent automated match feature will suggest matches for you, which you can choose to accept or discard, speeding up the transaction matching process.
Apply matching rules for faster performance
Speed up performance by creating flexible matching rules for individual transactions or groups of transactions (one-to-one, many-to-one, and many-to-many matches).
Support complex reconciliations
Unlimited data sources and unlimited attributes per data source can be defined to support the most complex reconciliations in your organization.
Enterprise Planning & Budgeting Cloud
Enterprise Planning and Budgeting Cloud helps enterprises stay competitive and strategic with modern forecasting capabilities
Streamline the Planning and Budgeting Process
Align plans created across the organizationImprove Forecasting Accuracy
Predictive planning and rolling forecast tools to stay competitiveConnect Teams
View and share company plans and reports across the entire enterprise with online (including mobile) accessEnsure User Success
Microsoft Office integration including Outlook, Excel, Word and PowerPointReal Reporting
Easily accessed dashboards that display real, accurate company dataFinancial Consolidation and Close
Consolidate globally
Consolidate your global organization with GAAP-driven applications that have full currency support, intercompany eliminations, equity eliminations, adjustments, and detailed data source tracking.
Perform complex consolidations
Increase the accuracy and speed of the close process by reclassifying, adjusting, and eliminating data for any hierarchy with pre-built consolidation support. Work easily with the most complex legal and management rollups that may have unique calculations and reporting requirements.
Automate intercompany eliminations
Reduce manual work by using automatic, standard intercompany eliminations. There are additional capabilities to customize if needed.
Translate currencies
Increase consolidation accuracy by using standard or customizable currency translations.
Enable audit compliance
Provide transparency and audit compliance for tasks like journal adjustments with enforced segregation of duties, data changes, visible calculations, and user activity logging. Always see what changes have been made and by whom to the data.
Profitability & Cost Management
Build models with point and click technology
Business owners can build and maintain profitability and cost models with point-and-click actions—no scripts or coding required.
Change models easily without rebuilding
Business owners and experts can easily change assumptions, allocation methods, and more. No need to rebuild the model each time or rely on IT to do it for you.
Test potential business changes
Model changes like adding products, dropping them, changing delivery options, adding new customers, and other opportunities to optimize profitability anytime. There is no danger of changing your systems of record.
Assess potential regulatory changes
Model the impact of possible tax or tariff changes and justify the resulting rate changes or cost increases.
Narrative Reporting
Stay ahead of internal and external reporting requirements with narrative reporting for collaboratively authoring and publishing financial, management, and regulatory report packages.
Use existing reports
Consolidate your global organization with GAAP-driven applications that have full currency support, intercompany eliminations, equity eliminations, adjustments, and detailed data source tracking.
Access systems of record directly
Work with data that is always current by accessing data directly from Oracle and non-Oracle sources. This includes spreadsheets, Hyperion EPM applications, Oracle Cloud EPM applications, Oracle Cloud Financials, Oracle Analytics content, and native databases.
Combine data and narrative content
Help provide context to the numbers by combining financial statements and data with textual narrative in a single report.
Automate account reconciliations and transaction matching. Improve the efficiency and accuracy of your financial statements while addressing security and risk typically associated with the process.
Account Reconciliation
Automate high volume transactional reconciliations
High-transaction volume, labor intensive reconciliations require sophisticated transaction matching features. The auto-match engine can match millions of transactions in minutes. It is tightly integrated into period-end reconciliation to provide evidence of reconciliation at a point in time and meet compliance requirements.
Confirm or decline auto-suggested matches
Our intelligent automated match feature will suggest matches for you, which you can choose to accept or discard, speeding up the transaction matching process.
Apply matching rules for faster performance
Speed up performance by creating flexible matching rules for individual transactions or groups of transactions (one-to-one, many-to-one, and many-to-many matches).
Support complex reconciliations
Unlimited data sources and unlimited attributes per data source can be defined to support the most complex reconciliations in your organization.