Os 10 melhores softwares EPM de 2026 para previsões financeiras

Visão geral dos 10 melhores softwares EPM

1. 

   1

   Vena

   Best for automating administrative tasks

   • Free demo available
   • Pricing upon request

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   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Vena is best suited for mid-sized to enterprise finance teams that rely heavily on Excel but need more structure around financial forecasting and planning. It combines familiar spreadsheet-based workflows with centralized controls, making it easier to manage budgets, forecasts, and approvals without adding administrative overhead. If your team wants to scale forecasting processes without abandoning Excel, Vena is a strong fit.

   Why I Picked Vena

   I picked Vena because it reduces the manual admin work that usually slows down financial forecasting. You can automate recurring planning and forecasting workflows using Excel-based templates that feed into a centralized system, so your team spends less time chasing files and more time analyzing results.

   Built-in workflow automation routes tasks, approvals, and submissions automatically, which helps prevent missed deadlines during forecast cycles, and I also like that Vena enforces version control behind the scenes, ensuring everyone works from the same data without requiring finance to manage file cleanup manually. For finance teams that live in Excel, this approach removes friction without forcing a major process overhaul.

   Vena Key Features

   Here are some key features worth highlighting:

   • Workflow Automation: Automates task assignments, approvals, and reminders across budgeting and forecasting cycles.
   • Centralized Version Control: Maintains a single source of truth while letting teams work in Excel.
   • Workforce Planning Models: Connects headcount, compensation, and hiring plans directly to forecasts.
   • Capital and Revenue Planning: Links operational drivers to financial projections for more accurate forecasting.

   Vena Integrations

   Integrations include Microsoft Excel, Microsoft 365, Microsoft Teams, Power BI, Workday, ADP, Salesforce, NetSuite, and Single Sign-On (SSO) providers.

   Pros and Cons

   Pros:

   • Automates finance workflows
   • Offers centralized version control
   • Has a wide variety of financial templates

   Cons:

   • Not available for Mac users
   • Limited training support
   Learn more about Vena:

   • Check out Vena on their website
2. 

   2

   OneStream XF

   Best EPM software for manufacturing operations

   • Free demo available
   • Pricing upon request

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   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   OneStream XF is built for large, complex organizations—especially manufacturers—that need tight control over financial forecasting, planning, and reporting in one platform.

   Why I Picked OneStream XF

   I picked OneStream XF because it gives manufacturing-focused finance teams deeper forecasting control without relying on disconnected tools. You can build driver-based forecasts using operational inputs like production volumes, cost centers, and plant-level data, which helps align financial forecasts with real operational activity.

   Its unified data model ensures your forecasts, actuals, and consolidations all come from the same source, reducing reconciliation work at month-end. I also like that you can drill from high-level forecasts down to individual entities, plants, or product lines, which is especially useful for identifying margin or cost variances. For manufacturers managing complexity across geographies and business units, this level of visibility is hard to match.

   OneStream XF Key Features

   Here are some key features worth highlighting:

   • Unified Financial Platform: Combines forecasting, budgeting, consolidation, and reporting in a single data model.
   • Driver-Based Forecasting: Build forecasts using operational drivers like volumes, rates, and cost structures.
   • Multi-Dimensional Analysis: Analyze forecasts by entity, product, plant, geography, or customer.
   • Marketplace Solutions: Extend forecasting and reporting capabilities with pre-built finance and operational apps.

   OneStream XF Integrations

   Integrations include SAP, Oracle ERP, Microsoft Dynamics, Workday, NetSuite, Salesforce, SQL Server, Snowflake, and Active Directory.

   Pros and Cons

   Pros:

   • Deep drill-down analysis across plants, products, and regions
   • Single data model reduces reconciliation
   • Strong forecasting for manufacturing and multi-entity organizations

   Cons:

   • Their standard documentation could be more detailed
   • Dashboard comes across as a bit busy
   Learn more about OneStream XF:

   • Check out OneStream XF on their website
3. 

   3

   Jedox

   Best for AI-supported planning and forecasting

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Jedox is best suited for mid-sized to enterprise finance teams that need advanced planning and forecasting built directly on familiar spreadsheet workflows.

   Why I Picked Jedox

   I picked Jedox because it lets you build advanced financial forecasts without forcing your team to abandon Excel. You can connect live data models directly to Excel using its native add-in, so forecasts stay accurate while still feeling familiar.

   Its AI-assisted forecasting helps you generate predictive scenarios based on historical trends, which is especially useful when planning across multiple business units, and I also like that Jedox centralizes planning data across finance, sales, and operations, reducing version-control issues during forecasting cycles. For teams managing complex, multi-dimensional forecasts, Jedox offers flexibility that simpler tools can’t match.

   Jedox Key Features

   Here are some key features worth highlighting:

   • Excel-Based Planning Add-In: Build and update forecasts directly in Excel with live, centralized data.
   • AI-Assisted Forecasting: Generate predictive forecasts using machine learning based on historical data.
   • Multi-Dimensional Data Modeling: Model scenarios across departments, regions, and time periods.
   • Workflow-Driven Planning Cycles: Coordinate budget approvals and forecast submissions with structured workflows.

   Jedox Integrations

   Integrations include Microsoft Excel, Microsoft Power BI, SAP (including SAP S/4HANA), Salesforce, Microsoft Dynamics 365, Oracle databases, Google Sheets, Microsoft SQL Server, and Snowflake.

   Pros and Cons

   Pros:

   • Handles complex, multi-entity financial models well
   • AI forecasting supports scenario and predictive planning
   • You can connect Excel files to their database natively

   Cons:

   • The help documentation is hard to navigate
   • Predictive analyses may load slowly since all data is stored in memory
   Learn more about Jedox:

   • Check out Jedox on their website
4. 

   4

   Workday Adaptive Planning

   Best versioning and scenario analysis

   • Free demo available
   • Pricing upon request

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   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Workday Adaptive Planning helps finance and operations teams replace error-prone spreadsheets with a planning platform built for real-time budgeting, rolling forecasting, and collaborative financial modeling.

   Why I Picked Workday Adaptive Planning

   I picked Workday Adaptive Planning because it gives your finance team the tools to build driver-based forecasts and budgets with actuals flowing in from systems you already use, so you spend less time reconciling spreadsheets and more time analysing performance.

   Its scenario analysis lets you test assumptions and see impacts instantly, which helps when you’re managing workforce, revenue, or cost plans across multiple business units. The built-in collaboration features mean your team can work on plans at the same time without version control headaches.

   I also like that dashboards and reports update in real time, letting you cut monthly close cycles and give leaders timely insights. Plus, with customizable models and flexible budgeting approaches, it adapts to how your organisation plans rather than forcing you into a rigid structure.

   Workday Adaptive Planning Key Features

   Here are some key features worth highlighting:

   • Driver-Based Planning: Build budgets and forecasts linked to key operational metrics like headcount or sales volume.
   • Scenario Analysis: Compare “what-if” cases to assess financial impacts before decisions are made.
   • Real-Time Reporting: Interactive dashboards and reports that reflect up-to-date data.
   • Workforce Planning: Plan headcount, compensation costs, and staffing scenarios within the same platform.

   Workday Adaptive Planning Integrations

   Integrations include Microsoft Excel, Microsoft 365, Salesforce Sales Cloud, Dynamics 365, Oracle NetSuite, Sage Intacct, SAP ERP, and more via its integration framework.

   Pros and Cons

   Pros:

   • Formulae creation is accessible and intuitive
   • Excellent scenario analysis and change comparison tools
   • Flexible dimensions, attributes, and timeframes for planning
   • Easy to create and share various reports

   Cons:

   • No way to preserve previous forecasts if actuals are restated/adjusted
   • No corporate consolidation (multiple organizations/HQ partners in one group)
   • There aren’t any web reports within the dashboards
   Learn more about Workday Adaptive Planning:

   • Check out Workday Adaptive Planning on their website
   • Explore best alternatives to Workday Adaptive Planning
5. 

   5

   Planview Enterprise One

   Best for enterprise project portfolio management

   • 30-day free trial
   • Pricing upon request

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   Customer Rating:3.9/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Planview Enterprise One is a comprehensive enterprise project portfolio management (PPM) system with a sleek, modern take on reporting and analytics modules that make visualizations endlessly accessible and digestible.

   Tap into their solutions for strategic planning, program management, road mapping, investment prioritization, and financial planning.

   Planview’s PPM-oriented strengths include excellent stakeholder engagement features and trade-off analysis for shifting priority navigation.

   Pricing details for Planview are available upon request. They also offer a free 30-day trial.

   Pros and Cons

   Pros:

   • Strong investment and capacity planning capabilities
   • Easy to configure data entry screens with drop-down lists and unique fields
   • Very affordable per-user/per-month cost
   • KPI analytics tiles are clear and customizable

   Cons:

   • Can’t chart resource availability based off of the project scope dates
   • Timesheets would benefit from more user-friendliness
   • Forecasting for teams vs resources features are a work in progress
   Learn more about Planview Enterprise One:

   • Check out Planview Enterprise One on their website
6. 

   6

   Epicor

   Best EPM software for retail analytics

   • Free demo available
   • Pricing upon request

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   Customer Rating:3.9/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Epicor ERP business intelligence and analytics boasts real-time, in-context data made accessible to customers, vendors, and inventory managers.

   Their fully integrated retail management system comes with built-in best practices, data-driven customer loyalty guidance, competitor price comparisons, and other performance solutions.

   Be sure to take advantage of their robust employee scheduling features and document management tools.

   Epicor costs from $175/user/month and offers a free demo.

   Pros and Cons

   Pros:

   • Top-notch database search feature (called Enterprise Search)
   • Good quality dashboard and reports capabilities
   • Highly customizable with a new REST API implemented in 2019
   • Good supply chain management (SCM) functions

   Cons:

   • The order release process is not as user-friendly as it could be
   • Somewhat cumbersome to implement and upgrade
   • Additional integration with financial and HR applications welcomed
   Learn more about Epicor:

   • Check out Epicor on their website
7. 

   7

   Oracle EPM Cloud

   Best for financial close solutions

   • 30-day free trial
   • From $1000/month

   Visit Website

   

   Oracle EPM Cloud helps you model and plan all aspects of corporate human resources, finance targets, sales departments, and your supply chain.

   They are recognized as a leader in cloud financial close solutions thanks in part to their built-in global reporting requirement standards, automatic cash flow, and balance sheet calculations, and intelligent process automation (IPA).

   Oracle offers smart insights and personalized recommendations using their comprehensive AI.

   Oracle Cloud EPM costs from $1000/user/month and offers a 30-day free trial.

   Pros and Cons

   Pros:

   • Good automated cash flow reporting and multi GAAP (generally accepted accounting principles) reporting
   • Offers best practice configuration built right in
   • Easily automate reconciliation processes
   • Automating of XBRL (a.k.a. bar codes for reporting) tagging and taxonomies

   Cons:

   • Highest functionality requires additional Oracle Fusion apps such as Hyperion
   • Smartview interface is a bit cumbersome
   • Lacks some robust process automation (RPA)
   Learn more about Oracle EPM Cloud:

   • Check out Oracle EPM Cloud on their website
8. 

   8

   Infor d/EPM

   Best user-friendly modeling tool

   • Free demo available
   • Pricing upon request

   Visit Website

   

   Infor Dynamic Enterprise Performance Management (Infor d/EPM) merges intelligent business tools and financial planning capabilities to help you assess current and potential activities.

   Their user-friendly modeling tool empowers managers to create, test, and deploy scenarios with machine learning insights, recommendations, and predictive analytics.

   You’ll find yourself able to easily manage work-in-progress delivery costs, timelines, and project execution.

   Infor d/EPM has enterprise pricing upon request and offers a free demo.

   Pros and Cons

   Pros:

   • Unlimited versioning for what-if scenario planning
   • Compelling AI-based predictive analytics
   • Powerful and user-friendly modeling tool
   • Unifies planning P&L, balance sheet, and cash flow

   Cons:

   • Time-consuming initial implementation and set-up
   • Reports need some manual intervention for them to look presentation-worthy
   • UI often incorporates too much text on each screen
   Learn more about Infor d/EPM:

   • Check out Infor d/EPM on their website
9. 

   9

   EPM Live

   Best for Microsoft SharePoint integration

   • 30-day free trial
   • From $6/user/month

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   IgniteTech’s EPM Live is a Microsoft SharePoint integrated enterprise work management solution designed to enhance your ability to track and manage all projects and associated costs.

   EPM Live users can hone in on specific EPM processes, or access other IgniteTech modules which are also included in their EPM Live subscription.

   You can also access all Ignite products under an Ignite Unlimited plan, which cover six key areas: customer experience management, digital engagement, sales and marketing enablement, functional process automation, information technology acceleration, and communications & remote engagement.

   EPM Live costs from $6/user/month and offers a free 30-day trial. Enterprise plan pricing is available upon request.

   Pros and Cons

   Pros:

   • Easy, native integration with any Microsoft program
   • Fantastic cost and resource management features
   • Built-in social collaboration tools assist team performance
   • Comes with 70 ready-to-use functional extension modules

   Cons:

   • Requires MS SharePoint software at an additional cost
   • Excessive clicks required for small things like closing a project or service request
   • Minimum pricing plan is not suitable for large enterprises
   Learn more about EPM Live:

   • Check out EPM Live on their website
10. 

    10

    Axiom Software

    Best EPM software for finance teams

    • Free demo available
    • Price upon request

    Visit Website

    

    Axiom Software by Syntellis (formerly Axiom EPM) is a sophisticated, flexible enterprise performance management solution used by companies to model scenarios, analyze financial results, and optimize organizational decision-making.

    Their software supports strategic planning, budgeting, and forecasting, reporting and analytics, profitability, and cost management for complex data estates. Their cost management module boasts clear, evidence-based costing algorithms as well as profitability trends across business lines.

    Their EPM system is well-suited for financial institutions, higher education, and complex healthcare organizations. They are currently used by companies like Atrium Health, Trinity Health, BankUnited, Byline Bank, and several US universities and colleges.

    Axiom EPM has enterprise pricing upon request and offers a free demo.

    Pros and Cons

    Pros:

    • Spreadsheet-style database is intuitive for anyone who has used Excel or Sheets
    • Premium consulting package includes unique reports for any data set
    • Myriad customization and possibilities for reporting templates
    • Easy to set-up and adjust user security for data access

    Cons:

    • Interface is not as engaging and modern as some competitors
    • Uses paid FTE (full time equivalent) metrics for reports rather than productive FTEs
    • Can be challenging to drill-down to a single or specific charge
    Learn more about Axiom Software:

    • Check out Axiom Software on their website