What cpmVision does

cpmVision is an Amsterdam-based software company founded in 2020 that develops a finance-owned platform bridging Corporate Performance Management (CPM) systems with Microsoft Power BI. The company's primary product connects CCH Tagetik and OneStream CPM platforms to Power BI through a pre-built, finance-intelligent semantic data model that automatically incorporates financial hierarchies, Financial Statement Templates (FSTs), metadata, security settings, and on-the-fly currency translation without requiring manual DAX work. The platform targets CFOs, Financial Controllers, and FP&A managers at multinational enterprises, addressing decision delays caused by gaps between CPM systems and modern BI tools across Data, IT, and Finance silos.

The technology stack is built natively on Microsoft Azure and Microsoft Fabric, leveraging Azure Data Factory, Azure Databricks, OAuth2 authentication, and integration with Microsoft Copilot. cpmVision's product portfolio includes the core cpmVision Platform, specialized variants for CCH Tagetik and OneStream, an AI add-on (cpmVision AI) for automated management narratives, and sub-products covering Executive Dashboard, Management Reporting, ESG Reporting, Analytics, plus supporting Refresh and Commenting Power Apps. AI capabilities span anomaly detection, AI Executive Summary generation, AI-Powered Commentary with multiple tonal options, and an AI Prompt Command Centre introduced in release 3.2. The platform is GDPR-compliant and built on Azure security standards.

cpmVision generates revenue through per-user subscription licensing (tiered from 1 to 1,000+ named users with progressive volume discounts and five-year term options) supplemented by professional services for implementation, IT architecture setup, dashboard configuration, and user onboarding. The company employs a hybrid go-to-market combining direct enterprise sales (a 3-step demo, setup, and onboarding process) with a network of 18+ implementation and consulting partners globally, including flagship relationships with OneStream Diamond Partner AMCO/Inplenion and strategic co-founder iqbs Solutions (Microsoft Gold partner). Standard implementation timelines run 4 days for initial setup plus 6-8 weeks for full deployment, with end-users requiring Power BI Pro licenses and backend ETL running on the customer's Microsoft Fabric tenant.

Name

cpmVision

Legal name

cpmVision

Website

https://cpmvision.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

cpmVision is an Amsterdam-based fintech that bridges Corporate Performance Management systems (CCH Tagetik, OneStream) with Microsoft Power BI, serving CFOs, Financial Controllers, and FP&A teams at multinational enterprises through per-user subscription licensing and a global partner channel.

Ownership category

akta.pro rank

Product category

Enterprise Performance Management (EPM) Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data Modeling & Semantic Layer / Business Glossary (HDAEADAJ)

akta.pro secondary industry

Enterprise Application Data Migration & Master Data Management Services (BPAEAGAJ)

Keywords

• Corporate performance management
• Financial reporting software
• Power BI integration
• CPM analytics platform
• Management reporting tools

Headquarters

HQ city

Amsterdam

HQ country

Netherlands

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Subscription (Per-User Licensing): Annual or multi-year subscription licensing based on number of named users. Pricing tiers from 1 to 1,000+ users. Higher user counts receive progressively lower per-user pricing. Five-year term plans available with additional discounts.
2. Professional Services: Implementation, setup, and training services. The company handles IT architecture setup, dashboard configuration, and user onboarding. Training is customized to customer needs and skills.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

cpmVision is a finance-owned CPM and BI platform that bridges Corporate Performance Management systems (CCH Tagetik and OneStream) with Microsoft Power BI, delivering instant financial insights through customized dashboards, dynamic reporting, and AI-powered financial narratives. The platform includes a pre-built financial intelligent data model that automatically maps hierarchies, FSTs, currency translation, and intercompany eliminations without manual DAX work, with implementation typically completed in 4 days of setup plus 6-8 weeks for full deployment. It is sold on a per-user annual subscription basis with professional services for implementation, training, and onboarding.

Product overview

cpmVision is a finance-owned Corporate Performance Management (CPM) and Business Intelligence (BI) platform that bridges CPM systems with Microsoft Power BI. The core product, cpmVision Platform, connects CCH Tagetik and OneStream to Power BI through a seamless integration. The platform includes specialized variants (cpmVision for CCH Tagetik and cpmVision for OneStream), an AI add-on (cpmVision AI) for automated financial narratives, and multiple reporting sub-products including Executive Dashboard, Management Reporting, ESG Reporting, and Analytics modules. Supporting applications include the Refresh App for data synchronization and the Commenting App for collaborative annotations.

Differentiator

Problem solved

Functional benefit

Brands

• cpmVision AI: AI-powered feature that automates management narratives directly from the Corporate Performance Management System, transforming raw data into meaningful financial reports.
• cpmVision Refresh App
• cpmVision Commenting App

Products and services

• cpmVision Platform A finance-owned Corporate Performance Management (CPM) and Business Intelligence (BI) platform that bridges CPM systems with Microsoft Power BI. Delivers instant financial insights through customized dashboards, dynamic reporting, and AI-powered analytics, with row-level security synchronized from CCH Tagetik. Sold per named user on annual or multi-year subscriptions.
• cpmVision for CCH Tagetik Specialized version of the cpmVision Platform connecting CCH Tagetik CPM with Power BI. Provides native support for Financial Statement Templates, Analytical Information Hub (AIH), on-the-fly currency translation, segment reporting, and runtime intercompany eliminations without manual DAX work. Targets finance teams running CCH Tagetik.
• cpmVision for OneStream

Quantifiable outcome

• One-day reduction in management reporting cycle time
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature7 records

Partnerships

18 partnerships are on record, tiered core, flagship and minor.

• Wolters Kluwer CCH TagetikcoreTechnology or IntegrationCCH Tagetik is the primary CPM platform that cpmVision integrates with. cpmVision has established its own secure OAuth2 connection to CCH Tagetik (since 2020) providing access to financial data, hierarchies, FSTs, and AIH (Analytical Information Hub) data within Power BI.
• Microsoft Power BIcoreTechnology or IntegrationPower BI is the visualization and BI platform that cpmVision bridges CPM data into. As a Microsoft certified partner, cpmVision runs on Microsoft Azure and Fabric with OAuth2 authentication. End-users require Power BI Pro licenses.
• iqbs SolutionsflagshipStrategic or Co-development Partneriqbs is described as a 100% Microsoft Gold partner and co-founder of cpmVision. They develop and implement standardized data warehouse solutions with Power BI dashboards and help cpmVision innovate alongside Microsoft technology.
• Zebra BIcoreTechnology or IntegrationZebra BI provides Microsoft-certified visualization tools used in cpmVision demos. Their visuals offer powerful features that make reports and dashboards understandable and actionable, complementing cpmVision's financial reporting capabilities.
• FinextcoreImplementation/ SI/ Consulting PartnerFinext offers powerful consolidation processes for optimal corporate reporting. They see EPM and BI integration as an increasing trend and use cpmVision to connect CCH Tagetik with Power BI faster.
• Swap SupportcoreImplementation/ SI/ Consulting PartnerSwap Support enables organizations to get the most out of their CCH Tagetik application. They use cpmVision's starter kit to connect CCH Tagetik with Power BI faster and make continuous improvement easier for their clients.
• InultacoreImplementation/ SI/ Consulting PartnerInulta combines technical competences and business domain expertise as a trusted advisor and consulting partner. They help finance, supply chain, and sales management drive innovation with real-time decision-making solutions.
• element61coreImplementation/ SI/ Consulting Partnerelement61 delivers data-driven insights for smarter analytics and performance management. They partner with leading analytics and PM vendors including Microsoft, Qlik, CCH Tagetik, and cpmVision, guiding clients on their Analytics journey.
• SatriunminorImplementation/ SI/ Consulting PartnerSatriun streamlines financial reporting processes, helping organizations take financial consolidation, planning, reporting efficiency, and productivity to a higher level.
• HSolutionscoreImplementation/ SI/ Consulting PartnerHSolutions leverages cpmVision automation to streamline reporting processes and gain 360-degree data views. They provide customized Power BI dashboards tailored to client needs for informed decision-making.
• inlumicoreImplementation/ SI/ Consulting Partnerinlumi combines deep EPM expertise with cpmVision's Power BI integration for CCH Tagetik to empower organizations to drive better financial decision-making with seamless, data-driven solutions.
• AMCO | InplenionflagshipImplementation/ SI/ Consulting PartnerAMCO and Inplenion are OneStream Diamond Partners with combined 600+ projects across 40+ countries and 270+ consultants in EMEA and APAC. Paired with cpmVision, they provide seamless bridge between OneStream and Power BI for management reporting.
• TaxvibesminorStrategic or Co-development PartnerTaxvibes automates direct tax reporting and streamlines tax processes including CCH Tagetik implementations. Together with cpmVision, they enable tax and finance teams to focus on analysis and actionable insights.
• PKF IVTminorImplementation/ SI/ Consulting PartnerPKF IVT brings deep expertise in CCH Tagetik and Microsoft Power BI, helping organizations turn complex financial data into clear, actionable insights.
• AKC ConsultingminorImplementation/ SI/ Consulting PartnerAKC Consulting combines system integration and management consulting to help businesses accelerate functional decision-making. Together with cpmVision, they transform financial data into actionable insights.
• cpmviewminorImplementation/ SI/ Consulting Partnercpmview is a trusted CPM consultancy and implementation specialist with deep expertise in financial planning, consolidation, reporting, and analytics, helping organizations become more data-driven.
• Bosheim ConsultancyminorImplementation/ SI/ Consulting PartnerBosheim Consultancy specializes in financial transformation and process optimization. They provide seamless Power BI integration for CCH Tagetik enabling data-driven decisions.
• Get ResponsiveminorChannel Partner/ Reseller/ DistributorGet Responsive provides Power Up e-learning platform with 40+ hours of certified Power BI training. Every 2 months a new training is added. cpmVision recommends this for clients wanting to learn Power BI.

Scale indicators3 records

Recent moves6 records

Broad incumbents

• Jedox: Jedox provides enterprise planning and CPM with Power BI integration, competing with cpmVision in CPM-to-Microsoft-stack reporting environments.
• Prophix: Prophix is a full CPM suite covering budgeting, forecasting, and financial consolidation with its own reporting layer, competing more broadly than cpmVision but addressing similar Office of the CFO use cases.
• Board International: Board is a unified CPM and BI platform — a broader incumbent offering that competes with cpmVision at the reporting/dashboarding layer of CPM deployments.
• Workday Adaptive Planning: Workday Adaptive Planning offers enterprise planning and CPM with Power BI connectivity, competing with cpmVision at the Office of the CFO for large multinationals.

Direct peers

• insightsoftware: insightsoftware (which now owns Jet Reports, Solver, and Hubble) offers ERP/CPM reporting and FP&A solutions with Power BI connectivity, directly competing with cpmVision in the bridge CPM-to-Power BI niche for finance teams.
• Acterys: Acterys is a Power BI-native CPM/EPM and planning solution with similar financial consolidation and budgeting capabilities, directly competing for CPM-to-Power BI integration use cases.
• Phocas Software: Phocas delivers BI and decision-making dashboards for finance, sales, and operations — overlapping with cpmVision's Power BI dashboarding for mid-market CFOs and FP&A teams.

Emerging players

• ValQ: ValQ is a Power BI-native visual planning and what-if analysis tool; overlaps with cpmVision's analytics and variance analysis modules within Power BI for finance users.
• Pigment: Pigment is a modern business planning platform with AI-driven scenario modeling — emerging competitive threat to CPM-BI bridge vendors as enterprises evaluate modern alternatives to CCH Tagetik / OneStream.
• Pyramid Analytics: Pyramid Analytics is a decision intelligence platform sitting on top of Microsoft Azure with Power BI compatibility — emerging adjacent competitor for analytics-driven finance insights.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@cpmvision
• LinkedInlinkedin.com/company/cpmvision

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 cpmVision