CALUMO

What CALUMO does

CALUMO is a cloud-based financial reporting, planning, and analysis platform that automates month-end close, rolling forecasting, budgeting, multi-entity consolidation, and multi-currency reporting for finance teams. It connects natively to 140+ ERP and EPM systems including Oracle, SAP, Microsoft Dynamics, Epicor, Infor, Sage, Deltek, Yardi, Viewpoint, and MRI Software, enabling real-time data extraction and unified reporting across heterogeneous system landscapes. The platform's core capabilities include automated financial report generation, customizable dashboards with drill-down functionality, end-user-based modeling, and IT-free report distribution, designed to replace manual spreadsheet-based workflows for CFOs, finance directors, controllers, and financial analysts.

Calumo operates as a product brand within insightsoftware's portfolio of 50+ financial management products. Its go-to-market is an enterprise field sales motion targeting mid-to-large organizations with complex financial reporting needs, qualified through detailed multi-step inquiry forms capturing company size, job title, and primary financial system. The revenue model is quote-based annual subscription SaaS, with pricing determined by organization size and requirements rather than published tiers. Distribution leverages insightsoftware's global enterprise sales infrastructure, partner network of implementation resellers, and multi-language website presence (English, French, German, Spanish, Swedish, Finnish), indicating active international reach particularly across European markets.

The platform's value proposition centers on eliminating planning silos and automating reporting processes for finance and accounting teams, with particular strength in multi-entity/multi-currency organizations requiring consolidated financial views. Customer testimonials from CFOs and finance directors in financial services validate use cases including month-end reporting automation, annual budget development, and reliable reporting during business disruption. Calumo's competitive position relies on its breadth of ERP/EPM connectivity and integration into the broader insightsoftware distribution ecosystem rather than on differentiated AI or native automation capabilities, as the platform does not currently expose explicit AI/ML features.

Name

CALUMO

Website

https://calumo.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

51–100 employees

Short description

Calumo is a cloud-based financial reporting, planning, and consolidation platform that connects to 140+ ERP and EPM systems, serving CFOs, finance directors, and controllers at mid-to-large enterprises. It operates as a product brand within insightsoftware's enterprise software portfolio, distributed via quote-based annual SaaS subscriptions.

Ownership category

akta.pro rank

Product category

Enterprise Financial Reporting & Planning Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

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

Keywords

• Financial reporting software
• Enterprise performance management
• Financial planning analysis
• ERP financial reporting
• Automated financial reporting

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Subscription/License: SaaS-based financial reporting and planning platform sold as subscription or license to enterprise customers. The product is part of insightsoftware's portfolio of financial management solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

CALUMO is a cloud-based financial reporting, planning, and analysis platform that automates report generation, rolling forecasts, and financial consolidation by connecting to over 140 ERP and EPM systems. It delivers self-service reporting with drill-down capabilities, customizable dashboards, multi-currency management, and unified data views for finance and accounting teams. The platform is sold as a SaaS subscription to mid-to-large enterprise customers.

Product overview

CALUMO is a unified financial reporting, planning, and analysis platform providing automated reporting, integrated planning, and rolling forecasting capabilities. The platform connects to 140+ ERPs and EPMs to consolidate data from multiple finance systems into a single coherent view. Key features include advanced reporting with drill-down functionality, customizable dashboards, end-user-based modeling, multi-currency management, and financial consolidation. The solution enables organizations to eliminate planning silos, automate reporting processes, and achieve better business outcomes through real-time data access and strategic alignment.

Differentiator

Problem solved

Functional benefit

Products and services

• Calumo

Quantifiable outcome

• Reduced month-end reporting effort through automation
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature7 records

Partnerships

Eleven partnerships are on record, tiered core.

• OraclecoreTechnology or IntegrationNative integration with Oracle E-Business Suite, Oracle ERP Cloud, Oracle Hyperion, and Oracle NetSuite. Calumo connects to Oracle systems for real-time financial data access and reporting.
• SAPcoreTechnology or IntegrationIntegration with SAP ECC and SAP S/4HANA systems. Calumo supports SAP BPC, SAP Business One, and SAP Business Warehouse for comprehensive financial reporting.
• MicrosoftcoreTechnology or IntegrationConnects to Microsoft Dynamics AX, Dynamics 365 Finance and Supply Chain Management, Dynamics GP, Dynamics NAV, and Dynamics CRM for integrated financial reporting.
• EpicorcoreTechnology or IntegrationIntegration with Epicor enterprise systems including Epicor ERP, Epicor iScala, and Epicor Kinetic for real-time financial data connectivity.
• InforcoreTechnology or IntegrationConnects to Infor CloudSuite Financials, Infor Distribution SX.e, Infor Lawson, Infor M3, and other Infor enterprise systems.
• SagecoreTechnology or IntegrationIntegration with Sage 100, Sage 300, Sage 500, and Sage X3 ERP systems for financial reporting and planning.
• DeltekcoreTechnology or IntegrationConnects to Deltek Costpoint, Deltek Maconomy, Deltek Vision, and other Deltek project-based ERP solutions.
• YardicoreTechnology or IntegrationIntegration with Yardi property management and accounting systems for real estate and property company financial reporting.
• ViewpointcoreTechnology or IntegrationConnects to Viewpoint Spectrum and Viewpoint Vista construction ERP systems for project-based financial reporting.
• MRI SoftwarecoreTechnology or IntegrationIntegration with MRI Horizon, MRI Qube Horizon, and MRI Commercial Management real estate and housing management systems.
• insightsoftware Product PortfoliocoreTechnology or IntegrationCalumo is part of insightsoftware's ecosystem of 50+ financial management products including Jet Reports, Longview, Angles, Power ON, Vizlib, and others, enabling integrated solutions across the product portfolio.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Anaplan: Anaplan is a connected planning platform spanning finance, sales, supply chain, and HR planning. Its finance planning and forecasting modules directly overlap with Calumo's rolling forecasts and integrated planning capabilities.
• Jedox: Jedox offers EPM software for planning, budgeting, forecasting, and reporting with strong Excel and BI integration, frequently used by mid-to-large enterprises. It competes directly with Calumo in integrated planning and self-service financial reporting.
• Workday Adaptive Planning: Workday Adaptive Planning is an FP&A and workforce planning platform serving enterprises with continuous planning, modeling, and reporting. It competes with Calumo on the same CFO buyer and finance transformation use cases.
• Vena Solutions: Vena is an FP&A platform built natively on Excel, used by mid-market and enterprise finance teams for budgeting, forecasting, and reporting. It competes head-to-head with Calumo's planning, forecasting, and Excel-adjacent reporting capabilities.
• Solver: Solver provides a financial planning and analysis + Corporate Performance Management suite for mid-market and enterprise finance teams, with strong ERP connector strategy. It competes with Calumo's planning and reporting capabilities for the same customer personas.
• OneStream: OneStream is a leader in corporate performance management (CPM/EPM) offering financial consolidation, planning, reporting, and analytics as a unified platform. It directly competes with Calumo in the multi-entity, multi-currency financial close and FP&A space.
• Prophix: Prophix provides financial performance management software for budgeting, forecasting, consolidation, and reporting, primarily targeting mid-market finance teams. It competes with Calumo's core planning and reporting functionality for a similar CFO/controller buyer.
• IBM Planning Analytics (TM1): IBM Planning Analytics, built on TM1, is an enterprise planning, budgeting, and forecasting solution with deep multidimensional modeling used by large enterprises. It overlaps significantly with Calumo's integrated planning and multi-dimensional reporting.

Broad incumbents

• SAP Analytics Cloud / SAP BPC: SAP Analytics Cloud and SAP BPC offer planning, budgeting, and consolidation inside the SAP stack, competing with Calumo for SAP-centric customers seeking native, vendor-aligned EPM tooling.
• Oracle EPM Cloud (Hyperion): Oracle's EPM Cloud (formerly Hyperion) is a broad enterprise performance management platform covering planning, consolidation, tax, and narrative reporting. It is a broad incumbent whose consolidation and reporting capabilities overlap with Calumo, particularly inside Oracle ERP customer bases.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/CALUMO
• Facebookfacebook.com/calumobi

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 CALUMO