Smart Union
Smart Union is a Singapore-headquartered consulting firm that delivers Integrated Business Planning (IBP) and Financial Planning & Analysis (FP&A) implementations for mid-to-large enterprises, specializing in Jedox and Acterys platform deployments across Southeast Asia, the Middle East, and Europe.
- Company typePrivate
- Founded2022
- HeadquartersSingapore, Singapore
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Smart Union does
Smart Union is a Singapore-incorporated consulting firm (Smart Union Pte. Ltd.) specializing in Integrated Business Planning (IBP) and Financial Planning & Analysis (FP&A) transformations for mid-to-large enterprises. The firm operates dual regional offices in Singapore (headquarters, 190 Middle Road) and Dubai, and positions itself as a specialized implementation partner for two EPM technology platforms: Jedox and Acterys. Its service portfolio spans FP&A consulting, IBP implementation, fractional Part-time CFO/Finance Director engagements, and Taxation/VAT advisory, delivered through a consultative enterprise field sales motion.
The firm's underlying technology stack centers on Jedox (an enterprise performance management platform with Excel-based interfaces and integrations to SAP BW and Oracle HFM) and Acterys (an open planning platform using Microsoft Power BI and Excel as front-ends). Smart Union does not own proprietary technology; rather, its value proposition rests on domain specialization, integration expertise with legacy ERP environments, and the ability to execute cross-functional planning transformations. Named enterprise clients include Sanofi (healthcare), Fiat (automotive), Canon (imaging), Tryg (insurance), Gruner AG (construction), Prediger (distribution), and IPI Packers (packaging), with the Sanofi engagement earning a European Best Practice Award and supporting 140+ users.
Smart Union's business model is project-based professional services with quote-based pricing and no publicly disclosed price points. Revenue is generated across four streams: FP&A consulting, IBP implementation, fractional finance leadership, and tax/VAT advisory. Marketing is content-driven through the Smart Insights blog (51 published posts), supported by a presence on LinkedIn, Facebook, Instagram, X, YouTube, and email newsletter. The firm has not disclosed funding rounds, headcount, revenue, or ownership structure, and the management team is not publicly identified in the source materials.
Smart Union firmographics
Firmographics- Name
- Smart Union
- Legal name
- Smart Union Pte. Ltd.
- Website
- https://smartunion.global
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Smart Union is a Singapore-headquartered consulting firm that delivers Integrated Business Planning (IBP) and Financial Planning & Analysis (FP&A) implementations for mid-to-large enterprises, specializing in Jedox and Acterys platform deployments across Southeast Asia, the Middle East, and Europe.
- Ownership category
- akta.pro rank
Smart Union industry classification
Industry- Product category
- Management Consulting — Financial Planning & Analysis (FP&A) and Integrated Business Planning (IBP)
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Enterprise Architecture & IT Operating Model (BPAHAEAB)
Keywords
Where Smart Union is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices2 records
Markets served
Smart Union business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- FP&A Consulting Services: Professional consulting services for Financial Planning & Analysis transformation, including implementation, configuration, and ongoing advisory services for planning and analytics platforms.
- IBP Implementation Services: Integrated Business Planning implementation and consulting engagements, helping organizations align strategic objectives with operational execution through planning technology solutions.
- Part-time CFO/Finance Director Services: Fractional finance leadership services providing organizations access to senior financial expertise without full-time executive costs.
- Taxation and VAT Advisory: Tax compliance and advisory services including VAT reporting and ESG assessment services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
Smart Union product offering
Product offeringCore offering
Smart Union is a consulting services firm that helps organizations transform their financial planning and analysis (FP&A) and integrated business planning (IBP) capabilities. It implements and configures third-party enterprise performance management platforms — primarily Jedox and Acterys — integrating them with source systems such as SAP BW and Oracle HFM and delivering Excel or Power BI-based planning environments. The firm also offers fractional part-time CFO/Finance Director services and Taxation and VAT advisory to support client finance functions.
Product overview
Smart Union is a financial planning and analysis consulting services company. They offer two primary technology platforms — Jedox and Acterys — which serve as the foundation for their implementation services. Smart Union's core service is Integrated Business Planning (IBP), which they deliver through these platforms. Their consulting offerings include part-time CFO/Finance Director services and Taxation/VAT services. The company specializes in transforming businesses through insightful planning, budgeting, reporting and analysis, leveraging best-of-breed planning and analytics solutions to help managers align operational plans with strategic goals.
Differentiator
Problem solved
Functional benefit
Brands
- Smart Insights: Blog/content hub for Smart Union's industry insights on FP&A, IBP, and business planning topics.
Products and services
- Jedox Implementation Services Consulting and implementation services for the Jedox enterprise performance management (EPM) platform, including configuration, data integration from upstream systems such as SAP BW and Oracle HFM, Excel-based user interfaces, and interactive web planning capabilities, delivered to enterprise finance and planning teams.
- Acterys Implementation Services Consulting and implementation services for the Acterys open planning platform using Microsoft Power BI and Excel as front-end interfaces, targeted at organizations seeking planning, budgeting, and reporting solutions.
- Integrated Business Planning (IBP) Consulting Strategic consulting service that integrates financial planning with sales, operations, and supply chain management, providing real-time data and continuous planning capabilities to connect strategic priorities to tactical execution for enterprise clients.
- Part-time CFO / Finance Director Services Fractional finance leadership service providing strategic financial direction and senior finance expertise on a part-time basis, enabling organizations to access CFO-level capability without the cost of a full-time executive.
- Taxation and VAT Advisory Services Tax planning, compliance, and VAT advisory services supporting clients' financial operations, including VAT reporting and ESG assessment services.
Quantifiable outcome
- Processes that once took hours now take seconds with automated Jedox implementations
- +2 more outcomes
Companies that use Smart Union
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles1 record
Smart Union technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature3 records
Smart Union partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- JedoxcoreSmart Union is a specialized implementation partner for Jedox, a leading Enterprise Performance Management (EPM) platform. They leverage Jedox for integrated planning and reporting implementations, with expertise in data integration from upstream systems including SAP BW and Oracle HFM. Smart Union has delivered multiple successful Jedox implementations for enterprise clients including Sanofi, Fiat, Canon, Tryg, and Gruner AG.
- ActeryscoreSmart Union partners with Acterys, an open planning platform provider that uses Microsoft Power BI and Excel as front-end interfaces. Acterys was recognized as an Accelerator in the 2024 CPM Value Matrix. Smart Union provides implementation and consulting services for Acterys deployments.
Scale indicators2 records
Expansion highlights5 records
Smart Union competitors and assessment
Company assessmentBroad incumbents
- Protiviti: Global consulting firm with a strong finance transformation and FP&A consulting practice, including EPM implementations. Comparable buyer segments and use cases, with materially larger scale and geographic reach.
- Slalom: Global consulting firm with a strong EPM/FP&A practice and active Jedox and Anaplan partnerships. Competes with Smart Union for enterprise planning engagements but operates with much broader scale and service portfolio.
- Deloitte EPM / Finance Transformation: Big 4 firm with a dedicated Finance Transformation and EPM consulting practice serving global enterprises. Competes at the high end of the same RFP pool Smart Union targets, with deeper delivery bench and brand.
- Accenture EPM Practice: Global systems integrator with a large enterprise performance management practice covering all major EPM platforms. Represents the upper bound of competitive intensity for large multi-region FP&A transformations.
- KPMG Finance Transformation: Big 4 advisory practice with established EPM and integrated planning delivery capability. Competes for the same enterprise FP&A and IBP transformation mandates, typically on larger programs.
Direct peers
- The Modeling Agency: Specialist FP&A and financial modeling consultancy focused on integrated planning, budgeting and analytics transformations. Comparable niche FP&A consulting footprint and methodology.
- focus on solutions: Specialist Jedox partner providing integrated planning, budgeting and forecasting implementations across DACH enterprises. Directly comparable boutique competitor with the same core-platform dependency and similar target customer profile.
- Plutosoft: German-based boutique consulting firm and Jedox implementation partner focused on EPM, planning and BI projects for mid-to-large enterprises. Closest comparable in size, platform focus and delivery model to Smart Union.
- BPM Vision: Boutique EPM consulting firm specializing in corporate performance management implementations across multiple platforms. Closely comparable in offering and target customer segment to Smart Union.
Emerging players
- Corporateytics: FP&A-focused consulting firm helping mid-market and enterprise clients modernize planning and analytics. Comparable use cases (FP&A transformation, integrated planning) but typically engages at a smaller scale than the Smart Union enterprise wins.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Smart Union social profiles
Digital presenceSmart Union financial estimates
Financial estimateRevenue estimate
Valuation estimate
Smart Union leadership team
Management profileNumber of profiles
Smart Union funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Smart Union M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Smart Union
What does Smart Union do?
Smart Union is a consulting services firm that helps organizations transform their financial planning and analysis (FP&A) and integrated business planning (IBP) capabilities. It implements and configures third-party enterprise performance management platforms — primarily Jedox and Acterys — integrating them with source systems such as SAP BW and Oracle HFM and delivering Excel or Power BI-based planning environments. The firm also offers fractional part-time CFO/Finance Director services and Taxation and VAT advisory to support client finance functions.
Is Smart Union a public or private company?
Smart Union is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Smart Union founded?
Smart Union was founded in 2022. It employs 1 to 10 people.
Where is Smart Union based?
Smart Union is headquartered in Singapore, Singapore, in the Asia region.
How does Smart Union make money?
Four revenue lines are on record. FP&A Consulting Services are the primary driver. The others are IBP Implementation Services, part-time CFO/Finance Director Services and taxation and VAT Advisory.
Who are Smart Union's main competitors?
Broad incumbents on record are Protiviti, Slalom, Deloitte EPM / Finance Transformation, Accenture EPM Practice and KPMG Finance Transformation. Direct peers are The Modeling Agency, focus on solutions, Plutosoft and BPM Vision. Corporateytics is listed as an emerging player.
Does Smart Union have an API?
No public API is recorded for Smart Union.
What industry is Smart Union in?
Smart Union's product category is Management Consulting — Financial Planning & Analysis (FP&A) and Integrated Business Planning (IBP). Its primary akta.pro industry code is BPAHAEAB, Enterprise Architecture & IT Operating Model. Its NAICS code is 54151 and its SIC code is 8742.