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JustPerform: EPM & Business Management Software

Your Intelligent Planning, Forecasting & Close Companion

Put Business Users in controlPick Up Any Process in Under 5 Minutes AI That Enhances Your Expertise

JustPerform is a cloud-based EPM tool that unifies financial planning, forecasting, and close into a single platform. Designed for large organizations, it provides scalable, no-code workflows that anyone (even distributed global teams) can follow. JustPerform seamlessly integrates with your ERP (SAP, Oracle, Dynamics, and more than 80 others), leverages AI-enhanced features to improve forecasting, and ensures compliance via robust governance. Plan faster, close smarter, and make confident decisions with JustPerform.

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CapterraG2
 
  • Carrier
  • Edwards
  • Starbucks
  • Rockwell Automation

Overcome Common Business Management Challenges with JustPerform

Juggling Too Many Tools?

You’ve got one tool for planning, another for reporting, and systems that don’t talk to each other. By the time you track down all the data, check it twice, and make updates, you’re already behind. Your team spends hours copying data between platforms, reducing your organization’s agility in a rapidly evolving landscape.

Tired of Waiting on Others Just to Make a Change?

We’re all familiar with that moment when you need to adjust a formula or update a workflow — time to submit a request and wait. What should be a quick fix turns into a multi-day process involving tickets and approvals. You’re stuck waiting while deadlines approach, leading to last-minute reports and subpar analysis to inform decisions.

New Hires or Occasional Tasks?

Every new team member means weeks of training and constant double-checking. When quarterly processes come around, you’re digging through old notes, trying to remember the steps from last time. Even experienced hires struggle with your workflows, frustrating everyone on the team and contributing to burnout.

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Benefits of JustPerform

Take Charge Your Way. No Hassles, Just Results.

Everything Connected, All in One Place

Stop wrestling with disconnected systems. JustPerform’s native intelligence connects planning, reporting, and closing in one connected EPM platform. Our AI doesn’t just link your data, it understands how finance teams think and work. Real-time syncing, predictive insights, and contextual guidance keep your processes flowing smoothly. It’s not just about saving time, it’s about giving you the confidence to focus on strategy and insights without getting lost in the chaos of disconnected systems and manual workarounds that slow you down every month.

Results

5 min

To Pick Up Any Process

80+

Native Connectors to Source Systems

30%

Lower Costs Compared to Other Solutions

Business Users Take Charge, No Tech Skills Needed

Why wait for others when you can handle it yourself? With JustPerform, you define workflows, approvals, hierarchies, and calculations with just a few clicks. Our intelligent guidance ensures processes stay consistent and accurate every time. It’s designed for finance teams who know what they need, with AI that enhances your expertise rather than replacing it. Your team follows clear, step-by-step guidance that keeps everyone aligned and confident. Define it once, and let intelligent automation handle the rest without outside help to make basic changes.

Results

5 min

To Pick Up Any Process

80+

Native Connectors to Source Systems

30%

Lower Costs Compared to Other Solutions

Simplify Training & Pick Up Processes in Less Than 5 Minutes

New hires and complex processes become effortless with JustPerform’s intelligent EPM tools at your side. Our AI provides contextual, step-by-step guidance that adapts to each user’s experience level. No digging through outdated manuals or training materials. Your processes are easy to follow and always up to date. Whether onboarding team members or tackling annual workflows, JustPerform ensures everything is clear, current, and gets done right from day one, eliminating confusion and missed deadlines — no matter who’s at the helm.

Results

5 min

To Pick Up Any Process

80+

Native Connectors to Source Systems

30%

Lower Costs Compared to Other Solutions

Seamless integration with your ERP, including real-time data feed & IT-free export features

Connect to 140+ ERPs and EPMs, export and view render data without IT expertise

Aptean
Deltek
Dynamics
Epicor
Infor
MRI
Oracle
OracleNetsuite
Sage
SAP
ViewPoint
Yardi

Just Plan, Just Close, Just Report – JustPerform

See how your team can hit the ground running every day with this advanced EPM software.

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Capterra 4.5 star rating
4.5

More EPM and Business Management Resources

What sets JustPerform apart from other EPM tools?

JustPerform stands out from other EPM software by incorporating a user-centered, no-code architecture that puts configuration in the hands of your finance teams instead of IT. This results in faster adoption and more effective use, as it eliminates wait times for IT to help set up new dashboards, models, etc. JustPerform’s support for Excel via its Microsoft 365 connector further boosts adoption by leaning on familiar interfaces, tools, and planning, seamlessly transitioning teams from spreadsheets without requiring major retraining. We’ve also incorporated powerful AI-driven features like advanced forecasting and scenario modeling embedded right within your workflows, so it’s simple for teams to plan faster, smarter, and with less risk. With over 80 native connectors (to CRMs, ERPs, data warehouses, and more), you can automate business rules and integrations without coding or ETL scraping. Because JustPerform was built for growing enterprises like yours, it effortlessly scales in the cloud with unlimited dimensions, entities, and data volume. All of this maintains its full audit trails and role-based governance from Day 1.

How long does implementation typically take?

Because of the comprehensive nature of EPM software, implementation can often drag on for weeks, months, or even quarters. However, JustPerform is built for rapid deployment, using a library of over 100 business reference models so you can go live in a matter of hours, or even minutes. This fast ramp-up time means minimal disruptions for faster ROI.

How does JustPerform integrate with our ERP/accounting systems?

JustPerform integrates natively with more than 80 systems, including ERPs and accounting systems like SAP, Oracle, and Microsoft Dynamics. It uses visual data-flow and rule-based business models to help finance teams manage data extraction, transformation, enrichment, and consolidation from a single, easy-to-use platform. Even better, JustPerform seamlessly integrates with these ERPs and accounting systems without requiring external consultants or custom ETL scripts, further reducing ramp-up time.

Does JustPerform support multi-entity and multi-currency consolidation?

Yes. JustPerform includes an extensive business rule library that covers intercompany eliminations, currency conversions, carry-forward entries, auto journals, entity roll-ups, and more. Taking this a step further, JustPerform configures all of this visually (meaning no coding required), even for global finance operations looking to quickly consolidate complex entities.

Can finance teams extend or customize processes as organizational needs change?

Yes. JustPerform’s built-in scenario management supports version control and release stages (e.g. from design > dev > test > deployment). Beyond this, users can modify or extend reference-driven models, change rules, or create entirely new workflows on the fly without depending on IT or developers. All of this creates an extensively customizable (but still agile) platform for your team’s needs, that can easily evolve with your business.

How does JustPerform handle audit trails and governance?

JustPerform was designed with governance in mind, embedding features like detailed versioning, role-based access control, segregation of duties, release management, and incident tracking. All of these ensure that every change is documented and traceable across the organization, resulting in audit-ready operations that comply with IFRS, GAAP, and other enterprise standards.

How do we migrate existing processes and models into JustPerform?

Instead of starting from scratch, JustPerform makes migrations easier by leveraging industry-tested business reference models. Existing Excel logic and models can easily be imported with our Microsoft 365 add-in and quickly mapped into visual business rules. From there, the platform intelligently modernizes any legacy spreadsheets into governed workflows, doing all of this to minimize disruptions and maximize accuracy.

How does JustPerform handle evolving data feeds, CRM, operational data, and acquisitions?

JustPerform’s data flow designer and business rule library are highly adaptable, supporting new systems like CRMs, HCMs, billing platforms, or acquired entities. Using virtual or replicated remote tables, users can easily configure new data sources with visual, no-code tools and integrate them into existing scenarios without redevelopment or downtime. JustPerform makes it easy to adapt, without massive headaches or investments in external consultants to handle re-organization for you.

When did insightsoftware acquire JustPerform?

insightsoftware acquired JustPerform in January 2025. JustPerform expands and enhances our offerings for EPM capabilities, as well as AI-enhanced planning and forecasting. This addition to our portfolio supports finance-led digital transformation worldwide, and aims to unify a number of siloed platforms like Calumo, Viareport Consolidation, Longview Plan, and more.

How do I ensure we get measurable value from this EPM platform?

You can accelerate real value from JustPerform by mapping existing financial processes to its reference scenarios, then use guided workflows to roll this out. Because this leads to faster and more accurate planning, forecasting, and consolidation, teams can see measurable ROI more quickly. Other features to take advantage of include live data, AI-enhanced forecasts, and embedded controls also reduce manual effort and drive performance across finance and the broader enterprise, delivering tangible value faster than other EPM software.

Can JustPerform truly integrate natively with our ERP landscape, or will we rely heavily on consultants or custom ETL?

Yes. As mentioned above, JustPerform has over 80 native connectors for real-time integrations that you can easily set up without external consultants or custom ETL scripts. As a result, finance teams can own these integrations themselves, reducing reliance on additional technical resources like IT or external consultants.

Who is the best enterprise performance management provider?

JustPerform is recognized as a leader in planning and consolidation for ease-of-use, governance, and scalability by BPM Partners’ 2025 Buyers Guide. This positions it as one of the best enterprise performance management tools, favored by finance leaders due to its combination of powerful functionality, fast deployment (more on this below), and user-centered design. JustPerform offers all of this and more without sacrificing control or governance, making it an ideal provider of advanced and secure EPM capabilities.

What is EPM?

Enterprise performance management, or EPM, combines budgeting, forecasting, consolidation, financial close, and reporting into a single framework for large organizations. This centralizes process governance and financial strategy execution, creating transparency and audit-ready workflows across global teams. Unifying these aspects of a company helps manage its overall performance, enhancing organizational efficiency and effectiveness by providing a cohesive framework for setting goals, measuring performance, and optimizing resource allocation.

What are the benefits of EPM?

EPM helps organizations shift from reactive to proactive by streamlining processes like manual reconciliation and planning cycles. When your finance teams spend less time fixing mistakes, they can spend more time identifying and strategizing around insights. This results in better collaboration across business units, bolsters compliance, and transforms more accurate data into deeper insights for decisive action. Additional benefits of EPM include:
  • Enhanced visibility of performance
  • Better decision-making using scenario planning
  • Higher operational efficiency via automation
  • Increased alignment between goals and daily operations
  • Reduced costs as a result of optimized resource allocation
  • Improved risk management from real-time insights on potential risks
  • Stronger compliance with regulatory requirements

What is EPM software?

Therefore, EPM software helps streamline, automate, and enhance these processes for more powerful end-to-end financial workflows. These tools combine planning, forecasting, consolidation, close, and reporting into a single governed platform, preferably with a finance-friendly interface. Additional features of EPM software include role-based access, pre-built templates (for reports and processes), and predictive analytics/scenario modeling. All of these tools enable modern enterprises to stay on top of performance and make more informed decisions in an ever-changing business landscape.

Download our EPM Buyer’s Guide resource here.

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