Infor Enterprise Performance Management

Infor Enterprise Performance Management is a suite of integrated applications that brings Office of the CFO work into a unified digital workspace. It supports driver-based budgets, rolling forecasts, workforce and capital planning, and sales planning. Finance teams can plan profit and loss, balance sheets, and cash flow, and use modeling tools, workflows, and what-if scenarios. The consolidation tools combine data from multiple legal entities and handle elimination entries and currency conversions. Self-service reporting includes prebuilt packages and ad-hoc dashboards, while sales planning can produce budget-aligned forecasts down to SKU level using sales data, discount rules, driver-based calculations, and AI predictions. Infor EPM integrates with ERP solutions to align plans with actuals. Cloud data integration supports Infor Data Lake and uses ION to move data between source systems and EPM. An Excel add-in provides access to EPM data and custom reporting functions. The product supports mobile access for Android devices, iPhones, iPads, and macOS, and Infor documents separate cloud and on-premises environments. It is paid, has no free plan, and pricing is available on request.

Infor EPM covers planning, financial consolidation, reporting, and analytics in a unified workspace. Organizations can ask Infor for pricing and support information through Infor Concierge.

Infor EPM is aimed at finance teams handling planning, budgeting, reporting, and consolidation. Its workforce, sales, and capital planning capabilities may also serve teams coordinating those plans with finance.

Overview

Infor Enterprise Performance Management is an integrated suite for finance teams that need to connect budgeting, forecasting, consolidation, and reporting. It is best suited to organizations coordinating financial and operational plans across departments or legal entities. Its broad CFO-focused scope is a strength, but custom pricing and a cloud data-integration constraint make it a poor fit for buyers who need a simple, low-cost planning tool.

Key features

Planning and modeling

Driver-based budgets and rolling forecasts cover profit and loss, balance sheets, and cash flow, with workforce budgeting, capital planning, and sales planning alongside them. What-if scenarios, modeling tools, and workflows help teams link assumptions to plans and route planning work. This range can bring finance and operational decisions together; organizations with only a narrow budgeting need may be paying for complexity they will not use.

Capital planning combines plans and forecasts with investment, funding, and cash-flow impact management in a single workflow. Sales planning can create budget-aligned forecasts down to the SKU level, drawing on sales data, discount rules, driver-based calculations, and AI predictions. That detail is useful when product-level assumptions shape forecasts, but less relevant to teams working only with high-level targets.

Consolidation and reporting

The suite consolidates financial data across legal entities and processes elimination entries and currency conversions. That makes it relevant to organizations that need a coordinated view across multiple entities, rather than a standalone planning workbook. Self-service reporting includes prebuilt packages and ad-hoc dashboards, while scheduled reports, embedded analytics, natural-language queries, real-time refresh, and row-level security round out the reporting capabilities.

Integrations and deployment

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. Cloud EPM no longer uses Infor Business Vault or Infor Business Vault Base Data Store for data integration, a material constraint for organizations relying on either of those components. An Excel add-in provides access to EPM data from worksheets and supports custom reporting functions.

Infor publishes separate documentation for cloud and on-premises environments. Its documentation covers Android phones and tablets, iPhones, iPads, and macOS; the product's platform range also includes web, API, and self-hosted. Infor Government Solutions describes a multi-tenant production environment following NIST 800-53 controls and additional FedRAMP guidelines. Support information is accessed through Infor Concierge.

Pricing

Infor EPM is paid software with custom pricing; there is no free plan. Buyers need to request pricing from Infor, so the cost cannot be weighed against their expected usage without a quote. That may suit larger organizations evaluating a CFO-wide suite, but it gives small teams no published entry price or free tier to assess before engaging.

Platforms

Infor EPM supports Android, iOS, macOS, web, API, and self-hosted environments. The documented mobile support spans Android phones and tablets, iPhones, and iPads. Cloud and on-premises deployment contexts are documented separately, giving buyers distinct deployment options to assess.

Who it's for

This is aimed at finance organizations centralizing CFO-office work: planning, budgeting, workforce and sales forecasts, capital plans, consolidation, and management reporting. It is most compelling when those processes need to share assumptions and actuals across entities. A team looking for one uncomplicated budget or a low-commitment way to try planning software should look elsewhere.

Pros and cons

Pros

• Broad planning coverage: financial, workforce, sales, and capital planning sit alongside rolling forecasts and scenario modeling.
• Multi-entity consolidation: elimination entries and currency conversions address practical finance needs across legal entities.
• Several reporting routes: prebuilt packages, ad-hoc dashboards, Excel access, scheduled reports, and embedded analytics serve different reporting workflows.
• Plans can align to actuals: ERP integration helps connect financial plans with operating results.

Cons

• Custom pricing: there is no free plan or published entry price, making early budget comparison difficult.
• Cloud data-source restriction: Cloud EPM no longer uses Infor Business Vault or its Base Data Store for integration.
• Potentially excessive scope: the suite's breadth is hard to justify for teams that only need basic budgeting.

Alternatives

For a different planning option, Workday Adaptive Planning is paid, has no free plan, and offers a 30-day trial; it may suit buyers who want a defined trial period before committing. OneStream is another paid platform, with pricing discussed through a demo rather than a published plan.

Teams seeking a free starting point can consider Uniflow: its free plan has no time limit but is capped at a six-month financial forecast, one revenue stream, one scenario, and monthly sync. TrueGradient Integrated Business Planning also has a free plan, with 50 credits monthly, making it an option for buyers whose needs fit that allowance.

RELEX Solutions is another paid alternative. Decision Lens has a published Basic plan at $50,000 a year for cloud deployment, which may appeal to buyers who prefer a stated annual price. o9 Digital Brain uses customer-scoped enterprise pricing, while LivePlan offers Standard at $20 a month and Premium at $40 a month.

For broader category comparisons, see Scenario Planning Software, Data Fabric Software, Corporate Performance Management Software, Financial Planning & Analysis Software, and Business Intelligence Tools.

Verdict

Choose Infor EPM if your finance organization needs one environment for planning, multi-entity consolidation, and reporting, especially where sales, workforce, or capital plans must connect to financial forecasts. Its main advantage is that breadth; its main drawbacks are quote-based pricing and the cloud integration limit around Infor Business Vault. If those constraints matter more than having the processes together, compare alternatives before requesting a quote.