Building Platforms for Financial Intelligence

EPM Systems Consultants focused in the  Oracle ,  OneStream , and  Anaplan  toolsets.

Need help with a new Forecasting, Consolidations, or Financial Reporting project?
Considering a move to the Cloud for your financial system?

What We're About

Financial + Technical Knowledge

We only staff the best specialists in the industry that have both a deep functional knowledge and an exceptional technical background.

Everyone on your project will bring with them an array of sector experience, graduate degrees in finance and management, and current technical certifications.

Efficiency & Value

We have all the talent and experience of a Big Four consulting firm, with none of the overhead and red tape. Our projects are delivered on time, on budget, and with measurable ROI.  We work efficiently and deliver.

EPM Systems Expertise

Our team has extensive experience running EPM projects of all sizes, from smaller specialized implementations to larger full scale Fortune 500 programs. We are an Oracle Gold Partner, an Anaplan Partner, OneStream Partner, and experts in the Enterprise Performance Management space.  Working with industry leading tools and understanding the EPM software market is part of our passion.

Services & Solutions

We build Enterprise Performance Management Systems that provide financial and business performance management   solutions   .

Budgeting, Forecasting, & Planning

 Financial Statement Planning

 Driver-based Forecasting

 Product Profitability

 Labor & Workforce Planning

 CapEx Planning

 Forecast & Budget Consolidation

 Actuals Integration

 Rolling Forecasting

 Custom Industry and Company Solutions

Financial Consolidation & Close

 Financial Consolidation

 Data Flow Optimization

Statutory & GAAP Reporting

 Cash Flow


 Customized Business Rules

 Budget Integration

 Financial Close Systems

 Custom Industry and Company Solutions

Reporting & Business Analytics

 Management Reporting Packages

Currency Impact Analysis & Conversion

 Analytics Engines

Key Performance Indicators (KPIs)


Customized reporting solutions

Our solutions are complemented by a full array of    services    in the EPM space.

EPM Systems Projects - Oracle, Anaplan, OneStream

We build EPM systems for financial consolidation, financial budgeting and planning, and performance analytics tailored to your business needs.

Systems & Data Integration

Our speciality in data integration comes from years of architecting the movement of data between EPM environments and key systems, such as General Ledgers, HR / Payroll systems, and an array of other data sources.

Cloud Readiness & Deployment

Our expertise across both cloud and on-premise solutions allows us to provide the best action plan for a move to the cloud.

Learn more about our CloudFirst Solutions for deploying a forecasting solution with a straightforward cost and timeline >>

EPM Strategy & Project Guidance

A system is nothing without an EPM strategy that delivers benefits to your business.  We’re here to provide actionable guidance.

Solution Oriented Process Improvement

We build solutions help to improve key financial processes, enabling more efficient, analytical forecasting and quicker, automated close activities

Managed Services & Systems Support

Our team helps clients with the support of existing systems to ensure smooth operations during critical financial calendar periods.

Performance Tuning

Contact us to improve the systems, architecture, and code already deployed at your organization.

EPM is what we do.

Cloud based Hyperion systems have become a great strategic option for enabling a quicker and more managable EPM deployment. Our years of expertise with the tools help us assess and deliver the right cloud based solution for your business.

“Oracle’s market-leading Enterprise Performance Management (EPM) applications combined with the innovation and simplicity of the cloud, enable companies of any size to drive predictable performance, report with confidence, and connect the entire organization.” Learn more about EPM cloud solutions > >

“Connected planning solutions across your whole business.”  Learn more about Anaplan > >

A modern platform for corporate performance management. Learn more about OneStream >>

Our team has expertise in deploying HFM to solve for all corporate consolidation and financial close needs.

“Oracle Hyperion Financial Management provides financial consolidation and reporting that enables you to rapidly consolidate and report financial results, meet global regulatory requirements, reduce the cost of compliance, and deliver confidence in the numbers.” Learn more > >

We leverage the industry leading Oracle Hyperion Planning and Essbase toolsets to develop robust solutions for financial planning, budgeting, and forecasting.

“Oracle Hyperion Planning is a centralized planning, budgeting, and forecasting solution that integrates financial and operational planning processes and improves business predictability.” Learn more > >

“Oracle Essbase is the industry-leading multidimensional OLAP server, designed to help you forecast likely and “what if” business performance.” Learn more > >

Best in class EPM solutions all require data integration. We cover the full scope of data integration activities including sourcing and feeding data from GL systems, corporate systems, custom systems, and data files.

“Finance organizations need to enhance the quality of internal controls and reporting processes. To meet these goals, you need a source-to-report view of financial data. Oracle Hyperion Financial Data Quality Management, Enterprise Edition allows business analysts to develop standardized financial data management processes and validate data from any source system—all while reducing costs and complexity.” Learn more about FDMEE > >

We leverage a number of tools in the Oracle Financial Close Suite that help to manage, audit, and improve the financial close process.

“Oracle Hyperion Financial Close Management is built for centralized, web-based management of period-end close activities across the extended financial close cycle. The first application of its kind, it helps manage all financial close cycle tasks, including ledger and subledger close, data loading and mapping, financial consolidation, account reconciliation, tax/treasury and internal and external reporting processes.” Learn more > >

Providing Big Four expertise and personalized service.

EPM Project Spotlight

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Platform Specialists

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