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Articles on consolidation, planning and the close for multi-entity finance teams.
We update this blog regularly to help finance teams choosing or replacing EPM and FP&A software.
Our articles cover consolidation, FP&A, the financial close and AI in finance.
Constancia is an EPM consultancy, and we write about the platforms and the problems we work on with multi-entity groups.
Our comparisons put 2 products side by side and say which kind of group each one suits. When an article mentions one of our services, it links to that service's page.
Start with a buyer guide, then read the comparisons for the platforms on your shortlist.
AI in finance
AI use cases in finance
6 tasks in the group close where an AI answer can be checked line by line against the ledger.
Read the articleGenerative AI for finance
4 checks that generated board commentary passes before the CFO signs it.
Read the articleWill AI replace FP&A
FP&A work split task by task into the part a model can do and the part the analyst keeps.
Read the articleWhat is agentic AI
Agentic AI is software that works towards a goal with a set of tools and logs every step it takes.
Read the explainer
Legacy platforms
Hyperion end of life
The support dates for the Hyperion suite and the 3 routes a group on HFM can take next.
Read the explainerWhat is FCCS
FCCS is Oracle's cloud consolidation application, and a group moving from HFM to FCCS rebuilds its model.
Read the explainerOracle EPM software
Oracle sells its EPM cloud as separate applications, and a group runs data loads between them.
Read the explainer
Comparisons
OneStream or Anaplan
OneStream (EPM software) and Anaplan compared on 11 finance tasks, intercompany eliminations included.
Read the comparisonOneStream or Board
OneStream and Board compared on 10 finance tasks, from the statutory close to the dashboards.
Read the comparisonOneStream or Hyperion
OneStream's single model compared with Oracle's separate cloud applications for a group moving off HFM.
Read the comparisonOneStream or SAP BPC
OneStream's single model compared with the 2 products SAP offers in place of BPC.
Read the comparisonOneStream or Tagetik
OneStream and Tagetik both run the group close, and they keep transaction-level detail in different places.
Read the comparisonAbacum or Anaplan
The finance team sets up Abacum (FP&A software) itself, and certified model builders build Anaplan.
Read the comparisonAbacum or Pigment
Abacum and Pigment compared on the data model underneath each one and on who builds it.
Read the comparison
Glossary
What is EPM
EPM software sits between a group's ledgers and its board pack, and it holds work an ERP does not.
Read the explainerWhat is CPM
CPM is the older name for EPM, and software vendors still use both names for the same products.
Read the explainerWhat is FP&A
FP&A is the forward-looking half of a finance function, from the annual budget to the board's scenarios.
Read the explainerWhat is xP&A
xP&A puts the operational plan and the financial plan on 1 set of dimensions in 1 data model.
Read the explainerThe financial close
The financial close traced from the first journal to the group result, including the step that slips around day 4.
Read the explainerThe transformation roadmap
The 5 conditions a finance transformation roadmap sets out before any date goes on it.
Read the article
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