Corporate Performance Management
VividCPM simplifies reporting, budgeting, and planning by giving finance teams live ERP data, governed templates, and fast, reliable automation — while staying in Excel®.
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Streamline Financial Reporting
Automate Reports, Without Leaving Excel
VividCPM is a complete Corporate Performance Management solution for finance teams to report, budget, and analyze with speed, accuracy, and confidence.
- Streamlined Reporting: Create accurate, consolidated reports directly in Excel with live data connections—no exports required.
- Powerful Analysis: Drill into performance metrics and trends instantly to uncover insights and support better decision-making.
- Quick Implementation: Get up and running in days, not months—with minimal disruption and no steep learning curve.
Seamless Integration & Flexibility
Connect effortlessly to your existing systems and automate—without rebuilding reports.
Automation & Efficiency
Automate manual consolidation and deliver consistent, timely reports.
Reporting & Analysis Power
Drill behind the numbers to accounts, transactions, detail, images, trends, and variance—with a few clicks.
Security, Control & Scalability
Protect financial data, empower your team, and future-proof financial operations.
VividCPM Feature Highlights
Built for fast, accurate financial reporting, consolidation, and analysis. VividCPM turns complex data into insight—directly from your ERP—so finance teams can spend less time managing spreadsheets and more time understanding performance.
Excel Front-End, ERP-Agnostic Integration
Work in the comfort of Excel while VividCPM connects to your ERP on the back-end. Data flows directly into your reports—no exports, copy-paste, or rework required.
Intuitive Report Building
Design and refresh financial reports without IT support. Build once, reuse templates, and adapt easily as your data or structure changes.
Deep Drill-Down & Analysis
Explore results down to the GL, entry, or transaction detail for complete transparency. Quickly move from summary dashboards to granular insight in just a few clicks.
Streamlined Consolidation
Bring multiple companies, divisions, or currencies together in one view. VividCPM handles complex reporting trees and ensures consistency across every entity.
Automation & Distribution
Schedule refreshes or distribute tailored Excel spreadsheets to teams automatically—saving hours every month.
Secure, Scalable, and Flexible
Deploy on-premise, in the cloud, or hybrid. Maintain control with robust security, user permissions, and the ability to scale multiple currencies or ERPs, with hundreds of entities,.
Simplify Budgeting & Forecasting
Plan Confidently, Without Leaving Excel
Vivid Budgeting is a powerful extension of the VividCPM platform, making it easy to move from reporting to planning—without switching tools, reformatting templates, or losing control.
- Excel-Based Efficiency: Build and manage budgets directly in Excel—no new tools to learn—Vivid manages updates, user input and consolidation.
- Multi-dimensional Budgeting: Budget by account, by project, by factor and at the level of segment detail needed for your business.
- Versioning Made Simple: Easily manage budget iterations, scenarios, and rolling forecasts.
- Fast Setup: Vivid Budgeting works with your existing templates and structure, so you can go live in days—not weeks or months.
- Auditable: Know exactly who made changes, when they made changes, and what changed in a budget or forecast.
- Budget Narrative: Capture notes and assumptions on any level of budget detail and view these whenever the budget is viewed in the future.
Vivid Budgeting Feature Highlights
Vivid Budgeting empowers finance teams to plan, forecast, and collaborate directly in Excel—without losing control or accuracy. Connected to your ERP and powered by SQL, it brings structure to the budgeting process so you can focus on strategy, not spreadsheets.
Excel-Based Budgeting, Centralized Control
Plan and forecast directly in Excel while your data is securely stored in SQL. Keep the front-end familiar for your team, with centralized control and consistency on the back end.
Write-Back Capability
Enter budgets, forecasts, and adjustments directly in Excel and write them back to the database—ensuring a single source of truth across your organization.
Fast Forecasting
Refresh budgets instantly with actual data from your ERP. Create rolling forecasts and adapt quickly as business conditions change.
Collaborate Seamlessly
Enable multiple contributors to work simultaneously with user permissions, version control, auditing and automated consolidation to keep everyone aligned and accountable.
Scenario Planning & Analysis
Easily model “what-if” scenarios using historical or live data. Compare multiple budget versions and evaluate outcomes before making decisions.
Seamless Integration with VividCPM
Vivid Budgeting is an easy add-on to your financial reporting, giving you a complete view of performance and the ability to plan ahead with confidence.
Frequently Asked Questions
How is VividCPM different from traditional reporting tools?
Unlike traditional BI or static reporting tools, Vivid CPM works natively in Excel, combining the flexibility finance teams love with automated data integrity from your ERP, and scalability to handle exceedingly complex situations. It’s fast to deploy, easy to learn, and built specifically for finance professionals.
Vivid’s Corporate Performance Management software is also distinctive in the depth of Excel integration. Where other tools generate pages in Excel, export to Excel, or use complex cell formula to get data into Excel, Vivid is true native Excel where a user can build any format they wish.
Does Vivid CPM work with MY accounting or ERP system?
Yes. Vivid integrates with leading systems such as Microsoft Dynamics (GP, NAV, BC, F&O, D365), Epicor, Sage (Intacct, 300,500, X3, PFW), Acumatica, NetSuite, SAP, SYSPRO – Vivid has well over 60 integrations in our VividSync Library. Configuring and testing Vivid for a new customer typically takes about 2 hours – with Vivid located on-prem, in a private cloud or as a Vivid hosted cloud solution.
If your ERP is not already in VividSync we are constantly working with customers that have bespoke needs to get them the outcome they need.
I'm building a business case, what are the proven gains from implementing Vivid?
From customer quotes – the provable gains of Vivid are:
1. Faster Reporting and Close Cycles
Finance teams using Vivid consistently cut reporting and month-end close times by 50–80%. Automated updates and real-time ERP connections eliminate the need for manual data exports, copy-paste work, or multiple spreadsheet versions. On average, 25% of the controller’s time is freed as a result of Vivid.
2. Dramatic Time Savings in Budgeting
Organizations report reducing their budget cycles from six weeks to one week. Shared templates, centralized data, and built-in audit tools remove the inefficiencies of email-based spreadsheets. With this dramatic reduction in time, Vivid enables companies to consider advanced or continuous forecasting where this would have been unapproachable before.
3. Total Confidence in Data Accuracy
Every report in Vivid is connected directly to your accounting database – and – Vivid centrally manages the account definitions so numbers are always correct and traceable. Users gain a single version of the truth that eliminates reconciliation errors and manual refreshes – and – every spreadsheet across the customer shows the right information. Unlike other solutions, Vivid is first and foremost designed for bullet-proof period reporting of complex consolidated financial data.
4. Financial Self-Service
In a survey of Vivid customers, we found that 10% of the finance team’s time is consumed by answering questions that users could answer for themselves. User self service through Vivid increases financial acumen across the company, reduces the load on finance teams, radically improves the budgeting process and makes financials a forward-looking management tool rather than a historical reporting function.
Who benefits most from Vivid?
Vivid scales well from the single-person in finance at a school board or not-for-profit up to thousands of users or a dozen currencies without performance degradation. For small teams – it’s about getting more done with less, automating rather than being reliant on only one person knowing how to do reports, and having simple, approachable tools to respond quickly to inquiries.
Mid-sized and large Vivid customers typically have multiple entities, or multiple currencies, or acquisitions, or multiple ERP, or large reporting trees, or a lot of change, or complexity in the segment analysis – something makes the manual effort of producing reports time consuming. For these customers, the gains are 1) “speed!” – significant time savings in preparing financials as well as the time to close ; 2) Bullet-proof financials even in the face of severe complexity; 3) Decentralization, visibility and operational alignment – Vivid enables far more participation in using financial statements and participating in budgeting; and 4) future-proofing financial operations – Vivid makes organizations far more adaptive to change.
We're considering an ERP migration, what happens with Vivid?
Stay confident in your numbers before, during, and after your ERP transition
Migrating to a new ERP system is one of the most disruptive projects a finance team can face. Reporting, consolidation, and budgeting often stall while systems are being reconfigured — but they don’t have to. Vivid is fully transferable, your first call should be to your Vivid team solutions consultant who can help you significantly reduce risk and stress through the systems change.
Remember: Vivid CPM keeps financial visibility intact through every stage of the transition.
1. Bridge Old and New Systems Seamlessly
Vivid CPM connects directly to multiple ERP databases, so you can report and consolidate from both your legacy and new systems in a single view. That means you can continue producing management reports, board packages, and budgets — even while data is being migrated or validated.
Combine financials from old and new ERPs during parallel runs
Validate balances and trial data between systems in real time
Maintain consistent chart-of-account structures across both environments
2. Accelerate ERP Implementation, Data Validation and Reconciliation
Migrating to Vivid prior to an ERP change requires very little time – however – it frees significant amounts of time for the finance team juggling monthly closing while also doing the work of an ERP migration. This increase in availability not only significantly de-risks ERP implementation, it means the finance team is not learning both the new ERP and a new reporting platform simultaneously.
Additional gains – Vivid is part of your validation plans
Data migration errors are one of the top causes of ERP project delays. With Vivid CPM, finance teams can verify migrated data instantly by running side-by-side comparisons of GL accounts, entities, or periods — directly in Excel.
Detect missing or duplicated accounts, confirm that balances tie out, and sign off on migration accuracy faster and with full audit transparency.
3. Preserve Reporting Continuity
Most teams lose months rebuilding reports after a system change. Vivid eliminates that downtime. Your existing Vivid reports and templates remain usable — they simply point to the new ERP once its connection is established. This doesn’t mean that you don’t have remapping to do if the underlying chart of accounts changes – but the time to be live with comparative year-over-year reports is hours or days, not months.
This means your standard Income Statements, Balance Sheets, and department reports stay consistent before and after go-live, with no rework required on the base report layouts.
4. Enable Budgeting and Forecasting Mid-Migration
ERP changes don’t stop business planning. With Vivid’s centralized budgeting tools, you can continue your forecast and budget cycles without waiting for the new ERP to be live.
Budgets can even be mapped across old and new account structures, keeping your planning data consistent for year-over-year comparisons.
5. Reduce Risk and Dependence on IT
Because Vivid operates independently of the ERP’s native reporting tools, your finance team can keep working confidently while IT manages the migration.
No waiting for new cubes or reports to be built. No dependency on consultants. Vivid becomes your continuity layer for reporting and control.
Real-World Outcomes
Maintain uninterrupted monthly reporting throughout ERP transitions
Verify and reconcile migrated data in hours, not weeks
Eliminate report rebuild costs and delays
Preserve trusted KPIs and board reports from day one of go-live
Does Vivid CPM support multi-company or multi-currency reporting?
Yes. Vivid CPM handles hundreds of entities, dozens of currencies, and even multiple fiscal years with ease. It automatically applies exchange rates and consolidates results. Vivid can also:
- easily manage complex nested reporting trees.
- manage sophisticated segmentation and show 10 segments on a single report
- use control panels on reports to easily flip between views of any of the the above in within the same report template.
What is Vivid Budgeting?
Vivid Budgeting is an add-on to Vivid CPM that lets you create, manage, and analyze budgets directly in Excel using your live financial data. It connects to your ERP data to populate budget templates with historical data, and let’s managers enter their budget data into the familiar excel templates they’ve always used. Behind the scenes, Vivid manages version control, data validation, input consolidation, auditability, comments and assumption management, while also providing managers with powerful tools to support the budgeting process.
Can I budget at different levels of detail?
Yes. You can budget at any level — from summarized departmental totals to detailed account-by-account planning — or functional budgeting, or product-based, or project based, at any level of granularity you choose. Vivid’s team will help you set up the filters and templates that align with your needs, and show you how to evolve toward increasingly sophisticated and accurate budgets.
How does Vivid Budgeting handle manager collaboration?
Multiple users can work in parallel using controlled access and user-level security. Budget data is entered into Excel, Vivid collects and stores inputs into a central SQL database, and executives have consistency and auditability while eliminating spreadsheet version chaos. Version control, iteration locking and template distribution are all managed by Vivid.
Clients can have 1 person entering all budget details – or hundreds of participants in a fully distributed budgeting process… you are in control and decide the level of collaboration.
Can I compare actuals to budget in real time?
Absolutely. Actuals, budgets, and forecasts are all available side-by-side in Vivid CPM reports. Changes in your ERP or budget are reflected instantly when you refresh your report.
Can Vivid CPM Budgeting support dynanic forecasting?
Yes. Vivid supports rolling forecasts, quarterly updates, and scenario modeling — allowing you to plan continuously throughout the year, not just at budget season. Customers can have as many budgets, scenarios, plans or stored models as they wish.
Vivid is exceptional for dynamic forecasting – supplying the functionality Excel specifically needs to blend budget, actual, and dynamic planning data into a single spreadsheet that automatically updates. No more rebuilding spreadsheets each month – just push refresh to advance the month.
How secure is my financial data in Vivid CPM?
For our customers demanding the highest level of security – your data never leaves your environment. Access is managed through SQL security, Windows authentication, and user-level role-based permissions — ensuring that users only see what they’re authorized to view.
For customers using Vivid cloud-based systems, Vivid’s hosted environment on Azure is secured using Microsoft’s enterprise-grade controls — including network isolation, encrypted data storage, and continuous security monitoring. Access is tightly governed through Vivid’s role-based access, and SOC 2–aligned operational practices.
How is user access control managed
Vivid has fine grained user access management to organize user access by any combination of:
- Segment / Dimension
- Account
- Drill-down rights
In this method a user could be restricted to only their divisional information, or not have drill-down rights on payroll accounts, or only see product related information or only their information on a function within a department within a company.
Vivid’s secure access provides clients control over access to financial data.
How do I manage access to financial reports?
Vivid can work in a number of ways:
- Access is controlled by your corporate file system access or Microsoft password files governance.
- Data access is controlled by Vivid. A template might be generally available on a report server, but anyone looking at the file only sees the information they are allowed to see.
- File access is controlled by Vivid. For board or other governance reports, Vivid has an additional layer of security to ensure core reports are centralized and secure.
- Multi-Divisional Management. Larger clients look to Vivid to provide multi-dimensional management where certain account definitions and reporting remain standardized across the company or group of companies, while others are owned at the company level. MDM assures governance of standards alongside the flexibility of localization.
Ready to make reporting the easiest part of your month-end?
Book a personalized demo and discover how VividCPM can streamline your reporting, consolidation, and analysis—without leaving Excel.