What We Do

Maximizing your EPM Investment

The CompIntelligence Enterprise Performance Management team provides clients with the services, products, tools and support they need to optimize business operations, reduce costs, improve efficiency and pursue growth opportunities. By establishing an integrated, accurate approach to planning, budgeting, forecasting and reporting, we help clients gain the insight they need to make informed business decisions.

EPM Services

Our experts provide a full breadth of services to help clients identify issues and establish goals, review existing capabilities, make recommendations for potential solutions, ensure successful installation and migration from existing systems, and support them on an ongoing basis.  Specific services are:

Services By Product

CompIntelligence consultants help clients find the best solutions to perform many functions within the finance office such as consolidation and reporting, planning and budgeting, analysis of large and complex data, and enterprise application integration.  We accomplish this by using a wide variety of proprietary and industry-leading products including:


We know that technology is only effective if successfully adopted by those who need it. CompIntelligence Training offers a variety of training and education options, by role and product, delivered in a flexible format to suit client needs.  We also offer CPE Credit to those finance professionals who accrue them as part of their annual training.  Accredited through the National Association of State Boards of Accountancy, (NASBA), each credit is equivalent to 50 minutes of continuous education in our product.

Whether you are an administrator, power user, casual end user or developer/IT support person, we have a class for you.

To review our offerings, outlines and schedule

Support Services

We know what it takes to launch and maintain exceptional performance management capabilities. Our Support Services provide clients with the skilled professionals they need to administer EPM solutions and permanently or temporarily augment existing teams, including