The buyer's edge in every EPM evaluation.

Independent research, vendor profiles and evaluation tools — built for mid-market finance teams navigating FP&A and EPM software decisions.

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Vendor profiles independently maintained
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Reports, comparisons & buyer's guides
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Free evaluation templates & tools
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Software evaluations informing our research
What We Build

The research platform mid-market EPM buyers didn't have — until now.

The FP&A and EPM market is full of noise. Analyst firms charge six figures for pay-to-play coverage. "Independent" software advisors recommend the same tools they get paid to implement. And vendors control the demo narrative from start to finish. CFO Shortlist exists to cut through all of it — with free, independent research, tools and frameworks that help finance teams buy smarter and faster. No vendor fees. No implementation revenue. No conflicts.

Vendor Profiles

Deep-dive profiles covering strengths, gaps, ICP fit, pricing signals and practitioner-level risk assessments.

25+ vendors profiled
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Comparisons & Reports

Head-to-head vendor comparisons, market analysis, buyer's guides and evaluation frameworks.

50+ published reports
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Tools & Templates

Scoring engines, RFP templates, demo scripts, requirements workbooks and board presentation decks.

19+ buyer tools
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Advisory Services

Hands-on evaluation support — from requirements through vendor selection, pricing and implementation QA.

Engagements from $199
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Vendor Landscape

Independent profiles across the FP&A & EPM market

Strengths, gaps, ICP fit, pricing signals and real-world buyer insights — updated as the market evolves.

Advisory Services

Need hands-on help with your evaluation?

Our research is free. But when you're running an active evaluation, we work directly alongside your team — from scoping through go-live. Modular by design. Engage on the phase you need or bundle for end-to-end support.

Start Here
Direction Session$199

60-minute structured call to clarify your situation, understand the landscape and define a confident next step — without vendor noise.

Orientation Session$349

90-minute deep scoping session. Map your requirements, assess readiness and build an evaluation approach before committing to a process.

Modular Evaluation Phases
Phase 01
Needs Analysis

Define requirements for planning, close and reporting. Surface process gaps and data constraints. Establish clear success criteria.

Phase 02
Vendor Shortlist

Map requirements to the vendor landscape. Eliminate platforms that don't fit your scope or budget — so you only evaluate what's worth it.

Phase 03
Software Evaluation

Structure demos around your actual use cases. Apply consistent scoring with neutral context on each platform's strengths and tradeoffs.

Phase 04
Contract Terms

Assess pricing, scope and commercial terms. Identify hidden costs and renewal risks. Help you negotiate from a stronger position.

Phase 05
Delivery QA

Review implementation plans and staffing. Flag design and integration risks early. Keep delivery aligned to the outcomes you signed up for.

Bundle pricing available. Multi-phase and full evaluation engagements from $8,000–$20,000. Every engagement is scoped to your situation.

Recent Engagements

Real evaluations. Real outcomes.

Mid-MarketFP&A Platform Selection

$50M SaaS / Education Company

FP&A Platform Selection

Challenge: Replacing NetSuite with no viable native planning tool. Needed a standalone FP&A platform that could integrate with their new ERP.

Outcome: Defined requirements, shortlisted vendors, structured demos and reached a final selection decision in 4 weeks.

Selection complete in 4 weeks
EnterpriseFP&A + Consolidation Comparison

$5B Medical Device Manufacturer

FP&A + Consolidation Comparison

Challenge: Complex FP&A and consolidation platform comparison across 3 vendors and 3 regions with competing stakeholder priorities.

Outcome: Provided independent vendor context, scoring frameworks and tradeoff analysis to align the evaluation team across regions.

3 vendors · 3 regions · 1 framework

Weekly FP&A & EPM intelligence.
No vendor noise.

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Independent FP&A & EPM advisory for mid-market finance teams.

Helping CFOs, Controllers, and FP&A leaders choose, negotiate, and implement the right finance stack – without pay-to-play bias.

© 2026 CFO Shortlist. All rights reserved.

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Independent, buyer-first EPM advisory.

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No vendor compensation or pay-to-play sponsorships.