TECHNOLOGY PARTNERS

We Collaborate with Industry-Leading  Companies to Deliver Services that Support your Business Goals

EPM Platform Partners

Trusted platforms we work with to help finance teams plan, close, and report with confidence

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Board

Unlock seamless planning, analysis, and predictive insights with Board's all-in-one business intelligence and performance management platform that revolutionizes decision-making.

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Planful

Transform your financial future with Planful's dynamic cloud platform, streamlining budgeting, forecasting, and insights for agile, game-changing business strategies.

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OneStream

Elevate enterprise efficiency with OneStream's unified platform, simplifying financial consolidation, planning, and analytics to drive unparalleled performance.



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Oracle

Empower innovation across your organization with Oracle's cutting-edge cloud applications and infrastructure, from powerful databases to enterprise solutions that redefine possibilities.

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Jedox

Revolutionize strategic planning with Jedox's adaptable platform, integrating analytics, reporting, and scenario modeling for breakthrough business agility.

 

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Abacum

Modernize FP&A with Abacum’s AI-native planning platform, helping finance teams connect data, streamline forecasting, and make planning more collaborative.

 

Office of Finance Partners

Solutions that support finance leaders with close management, compliance, and reliable reporting

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Workiva

Master compliance and reporting like never before with Workiva's innovative cloud platform, streamlining financial, sustainability, and risk processes for confident growth.

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Adra

Ignite financial efficiency with Adra's cloud solutions, automating closes, reconciliations, and reporting to unlock accuracy, compliance, and strategic edge.

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Light

Support multi-entity finance operations with Light’s AI-enabled ERP platform, helping teams manage close, accruals, invoices, and reporting in one connected environment.

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Reportworq

Simplify financial reporting with ReportWORQ, bringing data together to automate report creation, improve consistency, and help finance teams spend less time preparing reports and more time analyzing results.

Technology Partners

Platforms and integration tools that help finance teams connect systems, streamline processes, and strengthen planning, reporting, close, and performance management

Boomi data integration platform connecting finance systems and applications supported by CFO Solutions

Boomi

Seamlessly bridge your digital world with Boomi's powerful iPaaS, connecting apps, data, and APIs across clouds and on-premises for effortless integration magic.



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Microsoft

Connect finance data across Microsoft tools with Power BI, Azure, and related analytics solutions that help teams build reporting, dashboards, and business insights at scale.

Find the Right Technology Fit

Choosing the right platform starts with understanding your business. We’ll help you evaluate the options, identify the right fit, and plan a practical path forward.

Jennifer Buchanan, Partner at CFO Solutions and Infor Practice lead, providing strategic leadership in performance management.

Jennifer Buchanan
Partner
CFO Advisory Services