--- title: "Profitbase EPM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Profitbase EPM Software - reviews, pricing plans, popular comparisons to other Business Performance Management products and more." source_url: "https://www.capterra.com/p/35052/ProfitBase/" page_type: "product" language: "en" --- # Profitbase EPM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Profitbase EPM ## What is Profitbase EPM? Profitbase is a financial software company that creates tailor-made digital solutions to increase the accuracy, speed, and efficiency of financial planning, execution, and analysis of business data. Our platform gives you easy and quick access to key information and data about your business. Our software includes: Profitbase Planner - budgeting & forecasting, Consolidation, Risk and Business Intelligence. ## What is Profitbase EPM used for? [Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Budgeting](https://www.capterra.com/budgeting-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $750 Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Profitbase EPM?[Manage this product listing](https://www.g2.com/products/profitbase-epm/claim_requests/new?auto=true) ## Profitbase EPM Overview Updated September 2026 AI summary Profitbase EPM equips organizations of all sizes with tools for business intelligence, budgeting, performance management, and accounting. It enables users to visualize data, monitor key performance metrics, and analyze trends through dashboards and visual analytics. With forecasting and KPI tracking among its features, Profitbase EPM is accessible via web-based and desktop deployments across multiple platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Profitbase EPM 4.0 (2) VS. [4.5 (286)](https://www.capterra.com/p/169053/Looker/reviews/) Starting Price $750 Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (2) Ease Of Use 4.3 (233) Value For Money 4.0 (2) Value For Money 4.4 (153) Customer Service 4.0 (2) Customer Service 4.5 (201) ## Profitbase EPM alternatives [4.4 (12)](https://www.capterra.com/p/10004983/SAS-Viya/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) Highest Rated [Jirav](https://www.capterra.com/p/195572/Jirav/) [4.9 (19)](https://www.capterra.com/p/195572/Jirav/reviews/) Starting price $20000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/195572/Jirav/) ## FAQs about Profitbase EPM Overview ### What company size and specific industries is Profitbase EPM built for? Profitbase EPM is designed for medium to large companies across all industries, making it suitable for organizations that need enterprise performance management tools regardless of sector. Features and Usability ### What are the key features of Profitbase EPM? Profitbase EPM offers budgeting and forecasting, consolidation and roll-up, financial management, and financial reporting. It also includes dashboards, data visualization, and visual analytics for displaying financial data, plus key performance indicators and performance metrics for tracking planned versus actual results across business units. Getting Started and Support ### What training and onboarding options does Profitbase EPM offer? Profitbase EPM provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation provides written reference material, and videos allow self-paced review of features and steps. Getting Started and Support ### What customer support options does Profitbase EPM offer? Profitbase EPM provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. No reviewer feedback about support experience is available, so the support channels can only be described as listed in the catalog, without user comments on response times, helpfulness, or common frustrations. ## Features AI summary Based on 2,582 Business Performance Management reviews According to Capterra reviewers, these are the Business Intelligence features buyers prioritize most when evaluating a solution: - **Dashboard Creation** (**55%** of reviewers rated this feature as critical) - **Multiple Data Sources** (**60%**) - **Reporting/Analytics** (**53%**) Profitbase EPM focuses on other capabilities that Capterra reviewers also consider important, including **Data Visualization** (**47%**). This feature gives teams a clear way to present and review business data, helping businesses spot trends, understand performance more quickly, and make more informed decisions. Budgeting/Forecasting Create budgets based on historical data and future projections Consolidation/Roll-Up Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Data Visualization Graphical representation of data Financial Management Plan, manage, and track the financial activities of an individual or organization Financial Reporting Generate reports to assess the financial performance of an organization Profitbase EPM 11 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Budgeting/Forecasting: Create budgets based on historical data and future projections - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Visualization: Graphical representation of data - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.0 (2) 4.0 Based on 2 reviews ## Pricing Value for money 4.0 (2) Free Trial Basic $750.00 Per Year Value for money 4.0 (2) 4.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (2) 4.0 Based on 2 reviews ## User reviews Overall rating 4.0 Based on 2 reviews Filter by rating 5(0) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CD Claudio D. Digital Marketer Telecommunications ### "Profitbase EPM - Great Budgeting Solution " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 22, 2024 Pros The tool makes handling business intelligence easy It comes with amazing budgeting features Cons Profitbase EPM is an all round solution and no issues. Switched from [Dokmee ECM](https://www.capterra.com/p/205117/Dokmee-ECM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CS Caroline S. Account Associate ### "I have used this product a couple of times." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 5, 2018 Pros This software can be very helpful when it comes to reading profits and gathering data and analytics over a period of time. Cons I found that this software could be slow and I had a difficult time learning how to use it. I do not find it very user friendly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.