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Follow our proven process to find the right planning, budgeting, consolidation and reporting vendor, faster than ever - at no cost to you.
Meet with an Expert
Have an unbiased discussion about your evaluation with our CPM Category Expert, former sales managers with decades of experience in CPM. Learn what to look out for. Ask anything.
10-Minute Questionnaire
Select the categories that matter to you. Budgeting & Forecasting? Financial Close? Answer questions about your organization and requirements.
Receive Vendor Shortlist
Our GPT4 match tool scores vendors based on your questionnaire and CPM Category Expert notes. You’ll receive 3 matches.
Get Introduced
Avoid repetitive qualification and discovery calls with the vendors. We introduce you directly to your main point of contact.
Score the Vendors
Use our free Demonstration Scorecard and pre-built system requirements database to rate the vendors. Collaborate with peers.
Pick a Winner
View consolidated vendor scores from your entire team. Review final proposals with your ShortlistMatch Category Expert.
Who Are We?
We’re former industry Account Executives and Sales Managers, coming from the planning, budgeting, consolidation and reporting software industry, sharing our highly relevant experience with you for free. We create a place for you to discuss your needs without a sales pitch, helping you focus on what really matters before you talk to a single vendor.
Your Questions Answered
How can this possibly be free?
We cut down your search to the three best vendors for your use case. The winning vendor compensates us with a referral fee, which has no impact to the price that you ultimately pay to the vendor. Providing this service for no charge to buyers is central to what we do.
I spoke to a selection consultant who quoted $250 / hour. This must be complicated!
Using our GPT4 matchmaking app, we’re able to remove selection consultants entirely from the evaluation process. You’ll have access to tools that would take a consultant months to assemble in a spreadsheet – in minutes.
How is this not biased towards certain vendors?
Our motivation is to match you with vendors that will meet your requirements – in other words, vendors you are likely to buy from. It doesn’t matter to us which of the shortlisted vendors you buy from. This allows us to refer you to vendors that we’re confident will meet your needs, instead of a product way out of your price range or lacking key functionality.
But what about the demos? How do I know what to look for?
You’ll have access to our Demonstration Scorecard tool which comes pre-loaded with hundreds of requirements for financial planning, budgeting, forecasting, reporting, close, and dashboard solutions. You’ll invite peers to score the vendors against these requirements, enabling your team to make an unbiased decision based on facts.
The contracts are scary! Who will help me review them?
We’ve looked at thousands of CPM software proposals over the years. We’re happy to review yours and make sure you’re looking at apples to apples quotes from the vendors.
Custom-made reports to make great decisions
Ready to get started? Create an account today
Integrated with all tools you already know and love
Designed for teams of all sorts and sizes
Engineering Teams
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Marketing Teams
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Design Teams
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Frequently Asked Questions
Do you offer a free trial?
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How do I create an account?
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Do you offer team accounts?
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How does Saasplex X work?
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