Infor Enterprise Performance Management

Infor Enterprise Performance Management is a finance suite for planning, consolidation, and reporting across an organization. It suits finance teams coordinating budgets and forecasts across entities, workforce, sales, and capital projects. Its connected planning and consolidation are substantial strengths, but custom pricing and a specific cloud data integration model make fit and cost important questions.

Overview

Infor EPM brings Office of the CFO work into a unified digital workspace. Its scope spans financial planning, workforce and sales planning, consolidation, and reporting, making it a stronger match for organizations that need these processes to inform one another than for teams seeking a narrowly focused budgeting tool.

Separate cloud and on-premises environments give organizations deployment options. Cloud customers should account for the supported integration path: Infor EPM in Cloud no longer uses Infor Business Vault or Infor Business Vault Base Data Store for data integration.

Key features

Planning and modeling

Driver-based budgets and rolling forecasts cover profit and loss, balance sheets, and cash flow. Teams can build what-if scenarios, use modeling tools and workflows, and plan workforce and capital needs. This breadth can connect operating assumptions to financial plans; it may be more scope than a team needs if it only prepares a basic annual budget.

Capital planning combines plans and forecasts with investment, funding, and cash-flow impact management in one workflow. Sales planning can align forecasts to budgets down to SKU level, using sales data, discount rules, driver-based calculations, and AI predictions. These capabilities are most useful when product-level sales assumptions and capital commitments need to feed finance planning.

Consolidation and reporting

The suite consolidates data across legal entities and handles elimination entries and currency conversions. That makes it relevant to finance teams working across entities, where those tasks are part of producing consolidated results. Self-service reporting includes prebuilt packages and ad-hoc dashboards, supported by embedded analytics, scheduled reports, real-time refresh, row-level security, and natural-language queries.

Integration and Excel

Infor EPM integrates with ERP solutions to align plans with actuals. For cloud data integration, it supports Infor Data Lake as a source and uses ION to move data between source systems and EPM. Organizations dependent on Business Vault or Business Vault Base Data Store for cloud integration will need to account for their removal from this workflow. An Excel add-in provides access to EPM data in worksheets and supports custom reporting functions, which can suit finance teams that build reports in Excel.

Pricing

Infor EPM is paid software with custom pricing; there is no free plan. Organizations should request a quote to assess the cost against the planning, consolidation, and reporting capabilities they need. With no free plan or published trial terms, prospective customers should establish the commercial terms directly before making a purchase decision.

Platforms

Infor EPM supports Android, iOS, macOS, web, API, and self-hosted environments. Infor documentation covers mobile access on Android phones and tablets, iPhones, and iPads, as well as macOS. The separate cloud and on-premises documentation reflects the deployment options, while API support serves integration needs.

Who it's for

Infor EPM is aimed at Office of the CFO teams that need finance planning, budgeting, reporting, and consolidation in a shared environment. Its workforce, sales, and capital planning capabilities also suit organizations that want those assumptions connected to financial plans. Teams with straightforward budgeting needs, or cloud buyers whose integration depends on Business Vault, should weigh those requirements carefully before choosing it.

Pros and cons

• Pros: Planning covers P&L, balance sheets, cash flow, workforce, capital, and sales, so teams can connect a broad set of assumptions to finance.
• Pros: Multi-entity consolidation includes elimination entries and currency conversions, addressing core consolidation work within the same suite.
• Pros: ERP alignment, Infor Data Lake and ION integration, Excel access, and reporting tools support multiple ways of working with plans and actuals.
• Cons: Custom pricing and no free plan leave buyers without a self-service way to evaluate cost or access a free tier.
• Cons: Cloud integration does not use Business Vault or Business Vault Base Data Store, which may require a different data integration approach for affected environments.
• Cons: The broad Office of the CFO scope may be unnecessary for organizations that only need basic budgeting.

Alternatives

Scenario Planning Software and Financial Planning & Analysis Software collections can help buyers compare options in those categories. For broader reporting comparisons, see Business Intelligence Tools.

Workday Adaptive Planning is worth considering for buyers who want a 30-day free trial; it is paid and has no free plan. OneStream is another paid platform, with Android, iOS, macOS, self-hosted, and web support. CCH Tagetik is a paid option with self-hosted and web platforms.

frePPLe is the alternative to consider when a free plan matters: it has a free open-source Community edition, as well as cloud plans with a maximum of six scenarios for Cloud. Planful offers paid subscriptions tailored to company size, user count, and selected modules. Prophix One is a paid alternative with API and web support.

Vena offers Professional and Complete plans; Professional includes the platform, customer success manager, standard support, customer portal, and Vena Copilot. Cube offers paid tiers; its Bronze plan includes platform access, custom roles, unlimited dimensions and users, and unlimited dashboards.

Verdict

Infor EPM is a strong choice for finance organizations that need connected planning, multi-entity consolidation, and reporting across the Office of the CFO. Its breadth and ERP alignment are the main reasons to choose it. Look elsewhere if basic budgeting is all you need, if your cloud integration depends on Business Vault, or if you need clear pricing or a free plan before engaging a vendor.