Oracle Solutions
Oracle Enterprise Performance Management (EPM)
Planning, Budgeting, and Forecasting
Create decision-oriented plans
Make better decisions by creating goal-oriented, driver-based plans. Get immediate insight to your performance with interactive dashboards and reports and leverage predictive planning to recommend the best path forward.
Connect your business
Connect every part of your business with a plan that is fully integrated across finance, operations, and lines of business. With connected planning, you can immediately analyze the impact of changes across your business.
Do freeform modeling at scale
With Oracle Cloud EPM Freeform, model multiple complex financial and operational what-if scenarios with large-scale, freeform ad-hoc modeling. Use predictive planning features to validate assumptions and reduce the risk in your decisions.
Apply sophisticated financial intelligence
Leverage financial intelligence and other powerful, built-in features to rapidly model multiple scenarios to quickly deal with change.
Support your decisions with Monte Carlo simulations
Use Monte Carlo simulations to determine the likelihood of various scenarios, giving you confidence in your decisions.
Align strategy with plans
Understand the impact of strategic decisions across your bottom line, balance sheet, cash flow, and shareholder value before pushing to your operational plan.
Plan for compensation expenses
Plan compensation-related expenses by employee, job code, or at a level of detail that makes sense for your business using out-of-the-box, driver-based planning.
Align finance and HR
Build the workforce you need to execute on your strategic goals. Collaborate more with HR with prebuilt integration to Oracle Cloud Human Capital Management (HCM) and integration with other third-party cloud HCM solutions.
Financial Consolidation and Close
Global, advanced consolidation and close
Perform complex consolidations
Increase the accuracy and speed of the close process by reclassifying, adjusting, and eliminating data for any hierarchy with pre-built consolidation support. Work easily with the most complex legal and management rollups that may have unique calculations and reporting requirements.
Manage KPIs
Manage the close by automatically tracking key metrics across the organization. You can use out-of-the-box calculations or easily create ones for business-specific requirements.
Automate intercompany eliminations
Reduce manual work by using automatic, standard intercompany eliminations. There are additional capabilities to customize if needed.
Translate currencies
Increase consolidation accuracy by using standard or customizable currency translations.
Consolidate globally
Consolidate your global organization with GAAP-driven applications that have full currency support, intercompany eliminations, equity eliminations, adjustments, and detailed data source tracking.
Account Reconcliation
Transaction matching
Automate high volume transactional reconciliations
High-transaction volume, labor intensive reconciliations require sophisticated transaction matching features. The auto-match engine can match millions of transactions in minutes. It is tightly integrated into period-end reconciliation to provide evidence of reconciliation at a point in time and meet compliance requirements.
Confirm or decline auto-suggested matches
Our intelligent automated match feature will suggest matches for you, which you can choose to accept or discard, speeding up the transaction matching process.
Apply matching rules for faster performance
Speed up performance by creating flexible matching rules for individual transactions or groups of transactions (one-to-one, many-to-one, and many-to-many matches).
Support complex reconciliations
Unlimited data sources and unlimited attributes per data source can be defined to support the most complex reconciliations in your organization.
Automate journal entries
Journal entries can be automatically created to resolve variances found in the matching process, again saving you time.
Narrative Reporting
Stay ahead of internal and external reporting requirements with narrative reporting for collaboratively authoring and publishing financial, management, and regulatory report packages.
Combine data and narrative content
Help provide context to the numbers by combining financial statements and data with textual narrative in a single report.
Leverage built-in report writing
Speed up the reporting process. Narrative Reporting comes equipped with a report writer that lets you bring in charts and grids sourced from Oracle Cloud EPM, Oracle Cloud Financials, and Oracle Essbase.
Involve multiple report authors
Bring in subject matter experts across your organization to work on report sections, providing the most accurate information available. Users only contribute to sections of the document that they have permission to access.
Produce Country by Country Reporting (CbCr) for tax regulators
Generate XML-formatted reporting along with narrative reporting formats as required by a country’s regulator.
Meet XBRL-based reporting mandates
Perform taxonomy management, tagging, validation, generation and submission of XBRL/iXBRL-based reporting, powered by Ez-XBRL
Publish in multiple regulatory formats
Publish in XML, XBRL, iXBRL, SEC EDGAR HTML, ESMA ESEF, and more.
Tax Reporting
Align tax with corporate financial reporting for better visibility and compliance. Deliver transparent corporate tax processes—including tax provision and country by country reporting (CbCR).
Work with the most current data
Streamline your tax provision process by directly accessing financial data from your general ledgers or financial consolidation system. Your tax calculations will use the most current data, giving you better accuracy and speed.
Calculate tax provision
Calculate the tax provision and automatically generate tax journal entries. Tax provision is calculated from the lowest level (legal entity) all the way up to the consolidated tax disclosure. These calculations address US GAAP and IFRS requirements out of the box.
Complements your existing tax compliance software
Import tax return details directly from your tax return software, reducing the need for manual processes. You can also export tax provision and trial balance to the tax compliance software at the push of a button.
Automatically populate country-by-country data
Automatically fill in the country-by-country reporting (CbCR) template directly from your ERP or financial consolidation systems. Provide complete transparency back to the source financial numbers.
Analyze tax data
Leverage dashboards that include pre-built key performance indicators (KPIs) for typical audit flags such as revenue by employee and return on equity.
Prepare locally, collaborate globally
The corporate tax group can collaborate on local files with users around the world by incorporating tax reporting details into Oracle Cloud EPM Narrative Reporting.
Oracle Enterprise Resource Planning (ERP)
Tomorrow’s leaders are those most capable of adapting to change today. Oracle Fusion Cloud ERP is a complete, modern, cloud ERP suite that provides your teams with advanced capabilities, such as AI to automate the manual processes that slow them down, analytics to react to market shifts in real time, and automatic updates to stay current and gain a competitive advantage.
OneStream Solutions
Take
Finance
Further.
The only enterprise finance platform that unifies all your financial and operational data, embeds AI for better productivity, and adapts to fit your exact needs.
OneStream offers the CPM industry’s only truly extensible platform enabling organizations to build new solutions directly on the platform and unify evolving business requirements with existing processes without adding and maintaining multiple software modules.
Our unified platform helps finance and operations teams collaborate by creating a single source of truth and user experience for planning, financial close & consolidation, reporting and analytics every single day.
- Highly secure, single tenant, multi-instance cloud platform.
- Supports industry standard security and privacy frameworks including SOC1, SOC2, HIPAA and FedRAMP.
- Guided Workflows simplify processes and tasks, providing ease of use and allowing users to focus on data quality and results instead of system mechanics.
100% Customer Success
Every customer must be a reference and success. This is our mission statement and drives everything we do.
Office Locations
Calling our Head Office from Overseas
Phone: +61 3 9682 0822
Email Us
Email: support@jamesandmonroe.com
AUSTRALIA
Melbourne (Head Office)
Ground Floor, 72 York Street
South Melbourne 3205
Australia
Phone: 1300 231 819
Sydney
Bay 6.16, Middlemiss Street
Lavender Bay 2060
Australia
Phone: 1300 231 819
Brisbane
80 Ann Street
Brisbane City, 4000
Australia
Phone: 1300 231 819
NEW ZEALAND
Auckland
280 Karangahape Road
Auckland 1140
New Zealand
Phone: +64 9 377 9642
Wellington
Suite 3, Level 15 Equinox House
222 Lambton Quay
Wellington 6011
New Zealand
Phone:+64 4 894 6500
Christchurch
Level 1, 2128-130 Lichfield Street
Christchurch 8011
New Zealand
INDIA
Mumbai
4th Floor, 406, Oriana Business Park,
Wagle Industrial Estate
Thane (West)
Maharashtra
India 400604
SINGAPORE
Level 6 Republic Plaza 1
9 Raffles Place
Singapore 048619
Phone: +65 9185 6029