James & Monroe

What James & Monroe does

James & Monroe is a privately held specialist consulting firm founded in 1999 and headquartered in South Melbourne, Australia, focused exclusively on enterprise performance management (EPM), corporate performance management (CPM), and enterprise resource planning (ERP) implementations. The firm is a Certified Oracle Partner with 21+ years of EPM delivery experience and a OneStream GOLD Partner — one of the most experienced in the ANZ region. Its core offering is the implementation, migration, integration, and ongoing support of four platform families: Oracle EPM Cloud (Planning, Financial Consolidation and Close, Account Reconciliation, Narrative Reporting, Enterprise Data Management, Tax Reporting), OneStream (Financial Close & Consolidation, Planning, ESG Reporting, AI for Finance), Oracle Fusion ERP Cloud, and NetSuite Planning & Budgeting. The firm does not develop proprietary software platforms; its value lies in deep implementation expertise, multi-platform integration capabilities, and Oracle-authorised training delivery.

The firm operates across Australia, New Zealand, Singapore, India, and Malaysia through 8 offices, employing 90+ certified consultants who average 9 years of product-specific experience. Its revenue model is anchored on professional services engagements (implementation, migration, consulting) supplemented by recurring COPE managed support (follow-the-sun coverage across ANZ, Asia, and India time zones, covering 80+ active support clients) and Oracle-authorised training programmes. Pricing is project-based, quote-driven, and structured around multi-year contracts with enterprise clients. The firm targets enterprise finance teams — CFOs, Financial Controllers, and IT leadership — in verticals including manufacturing, logistics, central government, and energy/utilities, with named customers spanning PepsiCo, Iberdrola, Toll Group, BlueScope, Brickworks, Orora, Virbac, Telix, Lawrence & Hanson, and House of Travel. Recent enterprise engagements include Lion (Hyperion-to-Oracle Cloud EPM, 2022), the Environmental Protection Authority (Oracle Fusion ERP, 2024), and SEEK (Oracle EPM Cloud, 2024).

Name

James & Monroe

Legal name

James & Monroe Pty Ltd

Website

https://jamesandmonroe.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

101–250 employees

Short description

James & Monroe is a privately held ANZ/Asia specialist consulting firm implementing and supporting OneStream, Oracle EPM Cloud, Oracle Fusion ERP, and NetSuite Planning & Budgeting for enterprise finance teams across manufacturing, logistics, government, and energy verticals.

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-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Strategy & IT Advisory (BPAEAAAA)

akta.pro secondary industries

Enterprise Application Managed Services Outsourcing (ERP/CRM/HRIS AMS) (BPAEAMAI), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Enterprise performance management
• Corporate performance management consulting
• Oracle EPM implementation
• OneStream implementation partner
• Oracle ERP consulting

Headquarters

HQ city

South Melbourne

HQ country

Australia

HQ region

Oceania

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Implementation Services: Full-service implementation of OneStream CPM, Oracle EPM Cloud, Oracle Fusion ERP, and NetSuite Planning & Budgeting platforms. This includes project scoping, system configuration, data migration, integration development, and go-live support.
2. COPE Support Services: Ongoing Continuous Operational & Project Excellence support providing around-the-clock coverage across ANZ, Asia, and India time zones for clients running supported platforms.
3. Training & Education: Oracle-authorised and Keyteach-authorised training programs for OneStream, Oracle EPM Cloud, Oracle Hyperion, and NetSuite platforms. Delivered as instructor-led or custom on-site training.
4. Migration Services: Migration from legacy systems including Oracle Hyperion (HFM, Planning) to modern cloud platforms, and transitions between platforms such as Hyperion to Oracle Cloud EPM.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

James & Monroe is a specialist consulting firm that implements, migrates, integrates, and supports four enterprise performance management platforms: OneStream CPM, Oracle EPM Cloud, Oracle Fusion ERP Cloud, and NetSuite Planning & Budgeting. The firm delivers consulting services, Continuous Operational & Project Excellence (COPE) follow-the-sun managed support, and Oracle/Keyteach-authorised training to enterprise finance teams across Australia, New Zealand, Singapore, India, and Malaysia.

Product overview

James & Monroe is a consulting firm (not a software vendor) that implements and supports a portfolio of four enterprise performance management platforms: Oracle EPM Cloud (a connected suite comprising Planning, Financial Consolidation and Close, Account Reconciliation, Narrative Reporting, Enterprise Data Management, and Tax Reporting modules), OneStream (a unified CPM platform with Financial Close, Planning, Reporting, AI for Finance, and ESG capabilities), Oracle Fusion ERP Cloud, and NetSuite Planning & Budgeting. The company offers associated services including consulting, COPE (Follow-the-Sun) support, and Oracle-authorized training and education across these platforms. Their practice covers ANZ and Asia regions with 90+ certified consultants and 21+ years of delivery experience.

Differentiator

Problem solved

Functional benefit

Products and services

• EPM/ERP Implementation Consulting

Quantifiable outcome

• Organisations implementing ARCS typically reduce reconciliation effort by 40-60%
• +2 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability8 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• OneStream SoftwarecoreTechnology or Integration · 2 December 2019James & Monroe became an Authorised OneStream Software Implementation Partner in December 2019 to transform Corporate Performance Management (CPM) processes. The company holds GOLD partner status and is one of the most experienced OneStream implementation partners in the ANZ region, offering Financial Close & Consolidation, Planning, Reporting & Analytics, ESG Reporting, and AI for Finance implementations.
• OraclecoreTechnology or IntegrationJames & Monroe is a Certified Oracle Partner with 21+ years of EPM delivery experience. The partnership covers Oracle EPM Cloud implementations including Planning, Financial Consolidation and Close (FCCS), Account Reconciliation (ARCS), Narrative Reporting, Enterprise Data Management (EDMCS), and Tax Reporting. The company also implements Oracle Fusion ERP Cloud solutions.
• NetSuitecoreTechnology or IntegrationJames & Monroe provides integrated planning and forecasting services for NetSuite customers with native ERP connection, rapid delivery, and deep product expertise across ANZ region. The partnership focuses on NetSuite Planning & Budgeting implementations.
• KeyteachminorImplementation/ SI/ Consulting PartnerJames & Monroe is an Authorised Keyteach training partner providing Oracle Hyperion training programs. Keyteach is a specialist in Oracle Hyperion education, enabling J&M to offer certified training alongside implementation services.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Regional players

• Brennan IT: Australian-headquartered IT services provider with Oracle and enterprise application capabilities. Comparable as a regional ANZ-focused Oracle partner, though with broader managed-IT services scope rather than EPM specialisation.

Broad incumbents

• Deloitte: Global Big 4 firm with a large Oracle EPM/ERP and OneStream practice in ANZ. Competes for the same enterprise finance transformation mandates as J&M but as part of a much broader consulting portfolio across strategy, audit, and risk.
• West Monroe: Mid-sized specialty consultancy focused on technology and business transformations. Comparable to J&M in size band and boutique culture, though West Monroe serves the North American market and covers broader functional domains.
• KPMG: Big 4 firm with an established Oracle EPM advisory and implementation practice, particularly strong in financial services. Targets the same CFO/Controller buyer personas in ANZ enterprise accounts for EPM modernisation programs.
• Accenture: Global Tier-1 systems integrator with a substantial Oracle practice and active OneStream partnerships. Competes for large multi-million-dollar ERP/EPM transformation programs in the same enterprise finance buyer pool as J&M.
• Slalom: Specialty consulting firm with regional delivery model and a technology-modernisation focus. Comparable in scale and boutique-vs-Big-4 positioning, though Slalom operates across broader technology scope rather than EPM specialisation.
• EY (Ernst & Young): Global Big 4 firm with an Oracle alliance and finance transformation practice across ANZ. Competes with J&M for Oracle EPM/ERP implementations, particularly in regulated industries and large multi-country consolidations.

Direct peers

• Atticus Solutions: Authorised OneStream implementation partner delivering CPM consulting and managed services. Directly comparable as a specialist OneStream partner competing for similar mid-market and enterprise CPM modernisation projects.
• Insum: Canada-based specialist consulting firm focused exclusively on Oracle EPM and ERP Cloud implementations. Highly comparable to J&M as a boutique Oracle EPM/ERP delivery partner serving enterprise finance teams, although Insum operates primarily in North America and Europe rather than ANZ.
• Alithya: North American consulting firm with a dedicated Oracle EPM and OneStream practice. Closely comparable to J&M as a specialist EPM delivery partner serving enterprise finance teams with similar partner-driven go-to-market motions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/JamesAndMonroe
• Facebookfacebook.com/JamesandMonroe
• LinkedInlinkedin.com/company/james-&-monroe

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 James & Monroe