CFO Solutions

What CFO Solutions does

CFO Solutions LLC is a US-headquartered (Amherst, Massachusetts) professional services firm founded in 2005 that specializes in Enterprise Performance Management (EPM) and Business Intelligence (BI) consulting for enterprise finance functions. The firm employs 100+ certified consultants and has delivered more than 1,500 EPM projects across industries including Healthcare, Life Sciences and Pharmaceuticals, Manufacturing, Consumer Products, Private Equity and Holding Companies, Not-for-Profit/Government, and Financial Services. It holds top-tier partner designations with OneStream (Diamond), Planful (Platinum Implementor), and Board, alongside implementation partnerships with Infor, Oracle, Microsoft Power BI, Dell Boomi, Trintech, Workiva, FloQast, and Jedox.

Its service portfolio spans EPM advisory, implementation, software migration (including Infor CPM-to-d/EPM and HFM-to-OneStream transitions), remediation of underperforming EPM environments, data integration via Dell Boomi, training and support, and ongoing managed services. Proprietary methodologies include the Phase 0 assessment program and the EPM Health Check framework, and the firm has developed a custom Power BI connector for Planful. The firm has begun extending into AI-augmented EPM use cases by implementing OneStream's SensibleAI Forecast (ML-based time-series forecasting) and Planful Predict (AI/ML anomaly detection), positioning it to ride the shift from manual, spreadsheet-driven planning to intelligent finance platforms.

The business model is professional-services-led: revenue derives from project-based, multi-year engagements priced per scope rather than per subscription. Go-to-market combines direct enterprise sales targeting CFOs and finance leaders, vendor-sourced referrals from certified-partner channels, and event-driven demand generation through sponsorship and speaking at Gartner CFO Conference, OneStream Splash, Planful Perform, and Board Beyond. The firm operates from Amherst (HQ), London, and Warsaw, supporting North American and European clients, and is independently owned with no disclosed external funding or parent company.

Name

CFO Solutions

Legal name

CFO Solutions LLC

Website

https://cfosolutions.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

101–250 employees

Short description

CFO Solutions LLC is a US-based EPM and BI professional services firm, founded in 2005, that implements OneStream, Planful, Board, Infor, and Oracle for enterprise finance teams across Healthcare, Manufacturing, Financial Services, and other verticals, with 100+ consultants and 1,500+ completed projects.

Ownership category

akta.pro rank

Product category

Enterprise Performance Management Consulting

NAICS

Computer Systems Design and Related Services (54151), Management Consulting Services (54161)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Enterprise performance management
• Business intelligence consulting
• EPM implementation services
• Financial consolidation software
• FP&A consulting

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Implementation Services: Core revenue stream from implementing EPM platforms including OneStream, Planful, Board, and Infor. Includes system configuration, data migration, process design, and go-live support.
2. Advisory Services: Consulting engagements focused on defining processes, determining technology solutions, creating solution roadmaps, and implementing financial transformation visions.
3. Training and Support: Ongoing support and training services to help clients maximize their EPM application investments and develop internal capabilities.
4. Managed Services: Ongoing managed services to ensure clients' EPM implementations continue to operate smoothly and efficiently, providing ongoing support and maintenance.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

CFO Solutions is a professional services firm that provides advisory, implementation, training, data integration, and managed services for Enterprise Performance Management (EPM) and Business Intelligence (BI) platforms. The firm deploys and supports solutions from leading vendors including OneStream, Planful, Board, Infor, Oracle EPM/Hyperion, and Microsoft Power BI for enterprise finance, accounting, and FP&A teams. It also offers remediation and migration services for organizations transitioning between EPM platforms.

Product overview

CFO Solutions is a professional services firm that resells, implements, and provides managed services for Enterprise Performance Management (EPM) and Business Intelligence (BI) platforms. The company's core offering is professional services including advisory, implementation, data integration, training, and remediation services. They work with a portfolio of third-party EPM platforms including OneStream (Intelligent Finance Platform with SensibleAI Forecast ML capabilities, Close Management, XP&A, CPM Express), Planful (Dynamic Planning, Structured Planning, Spotlight add-in, Predict AI), Board (Enterprise Planning Platform), Infor d/EPM, and Oracle EPM. Services are delivered across industries including Healthcare, Life Sciences, Manufacturing, Consumer Products, Financial Services, Private Equity, and Not for Profit/Government sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• EPM Implementation Services End-to-end deployment and configuration of Enterprise Performance Management platforms (including OneStream, Planful, Board, Infor, and Oracle EPM) for enterprise finance and accounting teams requiring financial consolidation, planning, budgeting, and reporting capabilities.
• BI Implementation Services Deployment of Business Intelligence and analytics platforms such as Microsoft Power BI and Solver BI360 for enterprise reporting, dashboards, and data visualization needs.
• Advisory Services Strategic advisory on EPM and BI platform selection, roadmap definition, vendor evaluation, and transformation planning for enterprise finance leaders considering new or replacement platforms.
• Data Integration Services Design and execution of data integration between source ERP/GL systems and EPM/BI platforms, including ETL, data mapping, and connectivity for financial and operational data.
• Training Services Structured training programs for end users, power users, and administrators on deployed EPM and BI platforms, enabling client teams to operate and extend their systems independently.
• Remediation Services Recovery engagements to assess, stabilize, and remediate troubled or underperforming EPM implementations, including re-architecting solutions, fixing data integrity issues, and re-establishing reporting confidence.
• Migration Services Migration of clients from legacy EPM platforms (such as Oracle Hyperion) to modern EPM platforms (such as OneStream), including metadata conversion, historical data preservation, and process re-engineering.
• Managed Services Ongoing post-implementation support, administration, enhancements, and optimization of deployed EPM and BI environments under recurring managed services agreements.

Quantifiable outcome

• 1500+ EPM projects completed across industries
• +2 more outcomes

Named customers15 records

Segments7 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability3 records

Feature4 records

Partnerships

Eleven partnerships are on record, tiered core, strategic and supporting.

• OneStreamcoreImplementation/ SI/ Consulting PartnerDiamond partner status with OneStream, providing implementation services for OneStream's unified finance platform including financial close, consolidation, planning, and reporting. Offers specialized practices including Close Management, CPM Express, and Pillar Two compliance.
• PlanfulcoreImplementation/ SI/ Consulting PartnerPlatinum Implementor status and Partner of the Year award recipient for three consecutive years. Provides Planful implementation services across budgeting, planning, consolidation, and reporting use cases. Extensive case study portfolio including healthcare, manufacturing, and financial services.
• BoardcoreImplementation/ SI/ Consulting PartnerBoard Americas Implementation Partner of the Year 2024 and Partner of the Year 2023. Specializes in Board implementations for financial planning, budgeting, consolidation, and business intelligence across industries.
• InforcoreImplementation/ SI/ Consulting PartnerImplementation partner for Infor EPM and d/EPM platforms. Specializes in CPM to d/EPM migrations, cloud migrations, and Infor OS Portal implementations. Extensive experience with Infor CPM legacy systems.
• Microsoft Power BIstrategicTechnology or IntegrationProvides Power BI integration services for EPM platforms. Developed custom Power BI connector for Planful enabling enhanced visualization and reporting capabilities.
• Dell BoomisupportingTechnology or IntegrationIntegration partner providing data integration services connecting EPM platforms with diverse data sources. Case studies include Boomi implementations with Planful for automated data loading.
• OraclesupportingTechnology or IntegrationOracle partner providing EPM implementation services. Integration capabilities for Oracle E-Business Suite and Oracle Cloud applications.
• TrintechsupportingTechnology or IntegrationPartner for Trintech's financial close management solutions including Adra by Trintech. Provides guidance on transitioning to modern close management platforms.
• WorkivasupportingTechnology or IntegrationWorkiva partner providing integration between EPM platforms and Workiva's cloud-based reporting and compliance solutions.
• FloQastsupportingTechnology or IntegrationTechnology partner for FloQast's financial close management software, offering integration with OneStream and other EPM platforms.
• JedoxsupportingTechnology or IntegrationPartner for Jedox's planning and performance management solutions, providing implementation services for Jedox-based EPM deployments.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Slalom: US-headquartered consulting firm with a large EPM/finance transformation practice delivering OneStream, Planful, Anaplan, and Workday Adaptive implementations. Closest comparable in business model and EPM platform focus, though materially larger scale.
• Protiviti: Global consulting firm with a dedicated EPM and finance transformation practice serving enterprise CFOs. Comparable in advisory-led delivery, but broader service portfolio and significantly larger bench.
• TopDown Consulting: Boutique EPM/FP&A consultancy specializing in OneStream, Anaplan, and Oracle EPM implementations. Highly comparable niche focus, similar Diamond-level OneStream partnership positioning, and a peer for enterprise EPM delivery talent.
• Marker Group: Specialist EPM/BI consultancy focused on OneStream, Planful, and Board implementations for mid-market and enterprise. Direct competitor on the same vendor stack with a similar verticalized delivery model.
• The Hackett Group: Finance and EPM consulting firm with a focus on benchmarking, ERP/EPM implementations, and finance transformation. Comparable advisory-plus-implementation mix and similar target buyer (CFO organizations).
• Chartis Consulting: Boutique consultancy focused on EPM, ERP, and analytics implementations for finance organizations. Directly comparable in size, vendor-agnostic EPM positioning, and target customer profile.

Broad incumbents

• Deloitte (EPM practice): Big 4 firm with one of the largest EPM/finance transformation practices globally, covering Anaplan, OneStream, Oracle, SAP BPC, and more. Competes on the largest enterprise EPM RFPs as a broad incumbent rather than a pure-play.
• Accenture (EPM practice): Global SI with extensive EPM/finance transformation capabilities across all major platforms and the ability to deliver multi-shore, multi-year programs. Represents the upper bound of scale competition for enterprise EPM work.

Others

• OneStream (vendor direct): Not a peer in the consulting sense, but a primary platform partner whose expanding internal services organization represents both a referral source and a competitive threat. Critical to CFO Solutions' go-to-market.
• Planful (vendor direct): Cloud FP&A platform vendor; partner ecosystem engine and potential competitor as it invests in direct customer success and partner-led delivery enablement. Key referral channel for CFO Solutions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/cfosolutions
• Facebookfacebook.com/cfosolutionsconsulting
• LinkedInlinkedin.com/company/cfo-solutions-llc
• Instagraminstagram.com/cfosolutionsllc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CFO Solutions