Infor Enterprise Performance Management

Overview

Infor EPM is an integrated suite for finance planning, budgeting, consolidation, and reporting. It is best suited to CFO organizations coordinating financial, workforce, sales, and capital plans. Its breadth is compelling for that work, but custom pricing and a cloud data-integration change need to be part of the buying decision.

Key features

Planning and modeling

Driver-based budgets and rolling forecasts cover profit and loss, balance sheets, and cash flow, with workforce budgeting, sales planning, what-if scenarios, modeling tools, and workflows. This makes Infor EPM a fit for organizations that need assumptions and plans to connect across finance and operations; teams with a single, simple budget process may be paying for scope they do not need.

Capital planning brings plans and forecasts together with investment, funding, and cash-flow impacts in one workflow. Sales planning can align forecasts to budgets down to the SKU level, drawing on sales data, discount rules, driver calculations, and AI predictions. Those capabilities matter where product-level assumptions or capital commitments shape the plan, rather than where forecasting stops at broad targets.

Consolidation and reporting

Infor EPM consolidates data across legal entities and handles elimination entries and currency conversions, reducing the need to treat multi-entity close and planning as separate concerns. Self-service reporting includes prebuilt packages and ad-hoc dashboards; scheduled reports, embedded analytics, real-time refresh, row-level security, and natural-language queries add options for distributing and exploring results.

Integration and deployment

ERP integration can align plans with actuals. Infor EPM also uses Infor Data Lake as a cloud data source and ION to move data between source systems and EPM. Infor EPM in Cloud no longer uses Infor Business Vault or Infor Business Vault Base Data Store for data integration, so organizations built around those components should account for the change before choosing the cloud environment. An Excel add-in exposes EPM data in worksheets and supports custom reporting functions.

Infor publishes separate documentation for cloud and on-premises environments. Mobile support covers Android phones and tablets, iPhones, and iPads, alongside macOS. The security detail supplied applies specifically to Infor Government Solutions: its multi-tenant production environment follows NIST 800-53 controls and additional FedRAMP guidelines, not a blanket claim about every deployment.

Pricing

Infor EPM is paid software with custom pricing, and there is no free plan. A quote is necessary to assess fit against budget; no seat count, trial term, or renewal condition can be weighed from the stated pricing terms. That makes early commercial discussion especially important for buyers comparing a broad suite with narrower planning tools.

Platforms

Infor EPM supports Android, iOS, macOS, web, API, and self-hosted environments. The distinct cloud and on-premises environments give buyers deployment contexts to evaluate, while the cloud integration change may make the source-system fit a deciding factor.

Who it's for

Infor EPM is aimed at finance organizations centralizing the Office of the CFO, particularly those coordinating planning, budgeting, consolidation, and reporting across entities and functions. It is less compelling for teams seeking only basic budgeting or a lightweight forecasting workflow.

Pros and cons

Broad planning coverage: financial, workforce, sales, and capital planning can sit alongside scenario modeling and rolling forecasts.

Multi-entity consolidation: elimination entries and currency conversion are built into the consolidation scope.

Flexible reporting: prebuilt packages, dashboards, scheduled reports, embedded analytics, and Excel access serve different reporting needs.

Cloud integration caveat: Infor Business Vault and its Base Data Store are no longer used for cloud data integration.

Custom pricing: buyers cannot judge cost from a published plan price or use a free plan to evaluate the product.

Alternatives

Consider Workday Adaptive Planning if a 30-day trial and stated Android, iOS, macOS, web, Windows, and API support are useful during evaluation; its paid plan pricing is also quote-based.

For a free, open-source community edition and Linux or self-hosted deployment, frePPLe is an alternative; its cloud tiers include a six-scenario maximum for Cloud. Aleph is another paid alternative with a free trial and web, macOS, and Windows support.

Uniflow may suit a smaller operation looking for a free entry point: its free tier is capped at a six-month forecast, one revenue stream, one scenario, and monthly sync. CCH Tagetik is a paid web and self-hosted alternative with quote-based pricing. Pigment offers a 14-day free trial and web and API support. Planful prices its subscription according to company size, user count, and selected modules.

For related categories, compare Scenario Planning Software, Corporate Performance Management Software, Data Fabric Software, Financial Planning & Analysis Software, and Business Intelligence Tools.

Verdict

Choose Infor EPM if the Office of the CFO needs one suite for financial and operational planning, multi-entity consolidation, and reporting. Its integrated breadth is the central reason to consider it; custom pricing and the cloud's changed Business Vault integration make it less suitable when cost certainty or that specific integration is essential.