Essential Points
- Oracle named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, published December 1, 2025
- 8 of 14 evaluated vendors earned Leader status, making vendor differentiation critical for enterprise buyers
- Embedded agentic AI in Oracle Cloud EPM enables touchless, predictive financial planning operations
- Oracle holds Leader positions in three additional 2025 Gartner Magic Quadrants including Cloud ERP
Oracle just moved enterprise financial planning from backward-looking reporting to forward-looking intelligence. On February 19, 2026, Oracle announced its recognition as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, recognized on both Ability to Execute and Completeness of Vision. The recognition is not just a badge. It signals a structural shift in how large organizations budget, forecast, and respond to market change using AI-driven workflows.
What the 2025 Gartner MQ Verdict Actually Tells You
Gartner evaluated 14 vendors in its 2025 Magic Quadrant for Financial Planning Software, published December 1, 2025, authored by Regina Crowder, Sid Sahoo, and Mike Lashinsky. Vendors are rated on two axes: Ability to Execute and Completeness of Vision. Oracle earned its Leader position on both dimensions.
The 2025 Leaders quadrant includes 8 vendors: Oracle, SAP, Jedox, OneStream, Anaplan, Board, Wolters Kluwer (CCH Tagetik), and Workday. With 57% of the 14 evaluated vendors landing in the top-right quadrant, the MQ reflects a pre-filtered tier of global enterprise platforms, not a ranking of the broader FP&A market. For enterprise CFOs evaluating platforms in 2026, the MQ provides a structured map of the largest, most globally proven vendors, not a shortlist of the best fit for every organization.
Inclusion in the MQ requires vendors to meet strict criteria: over $35M in FP&A cloud revenue, 300 or more live SaaS customers, presence across 5 or more industries, and multi-region coverage across Americas, EMEA, and APAC. These filters ensure the quadrant covers only the most scaled global platforms.
How Oracle Fusion Cloud EPM Embeds AI Into Financial Planning
Oracle Cloud EPM does not bolt AI onto existing workflows. It embeds AI and agentic processes directly into planning cycles, enabling what Oracle calls “touchless operations”. This means routine planning tasks such as variance analysis, rolling forecast generation, and budget consolidation can execute with minimal human intervention.
Hari Sankar, Senior Vice President of Applications Development at Oracle, stated: “Oracle Cloud EPM embeds AI directly into planning workflows to drive accurate and connected plans that help customers shift from hindsight to foresight.” That shift from hindsight to foresight is the core value proposition. Finance teams stop reacting to last quarter and start modeling the next with predictive confidence.
The platform supports Oracle Fusion Cloud Applications, which integrates predictive, generative, and agentic AI across finance, HR, supply chain, and CX on a single cloud infrastructure. Finance teams working within Oracle EPM can access these AI capabilities across the full Fusion application layer, not just within EPM modules alone.
Oracle Cloud EPM Capabilities: Core Planning Functions
Oracle Fusion Cloud EPM covers the full spectrum of enterprise performance management in one integrated suite:
- Budgeting and planning: Driver-based, top-down, and bottom-up planning with real-time recalibration
- Financial consolidation and close: Statutory reporting, account reconciliation, and intercompany eliminations
- Workforce planning: Headcount forecasting tied to salary, benefits, promotions, and attrition scenarios
- Tax reporting: Dedicated module for global tax compliance and disclosure
- Narrative reporting: Board presentations and statutory disclosures built inside the platform
- Predictive forecasting: Machine learning models that surface risks and opportunities from internal and external data streams
This breadth separates Oracle EPM from point solutions. A finance team using Oracle does not need separate tools for close, consolidation, tax, and FP&A. They operate within one connected system, which reduces reconciliation errors and accelerates reporting cycles.
How the 8 Leaders Compare: A Practical View
The 2025 Gartner MQ Leaders quadrant shows 8 vendors, each with a distinct strength profile. Here is how the primary platforms compare across the dimensions that matter most for enterprise buyers:
| Platform | Best For | AI Capabilities | Suite Breadth |
|---|---|---|---|
| Oracle Fusion Cloud EPM | Global enterprises needing full EPM suite | Embedded agentic, predictive, and generative AI across Fusion platform | Highest: FP&A, close, tax, narrative, workforce |
| SAP Analytics Cloud | Existing SAP ERP customers | Agentic AI vision; ML and generative AI automate forecasting and what-if scenarios; agents monitor internal and external data proactively | Strong: spans S/4HANA, SuccessFactors, IBP for Supply Chain |
| Workday Adaptive Planning | Workday ERP customers; strong UX | Planning Agent reduces manual FP&A effort; solid UX and partner ecosystem | FP&A-focused; integrates with Workday HCM and Financials |
| OneStream | Unified consolidation and FP&A | Purpose-built AI for performance management | Consolidation, planning, and reporting unified |
| Anaplan | Global integrated business planning | Flexible modeling; broad scenario planning | Massive breadth; complex; enterprise-first |
| Jedox | Excel-style modeling, mid-to-enterprise | JedoxAI with explainable, governed automation | Pre-built templates; strong global deployment |
| Wolters Kluwer (CCH Tagetik) | Operational and financial planning combined | AI-assisted planning and reporting | Strong for enterprise and upper mid-market |
| Board | Manufacturing and retail enterprise planning | Excel-like front end; partner-led deployment | European-heavy IBP; strong vertical depth |
Oracle leads on suite depth and AI breadth across the full Fusion cloud layer. Workday leads on user experience and speed of deployment within its ecosystem. SAP leads when the organization already runs on SAP data infrastructure.
Oracle’s Four Gartner Leader Positions in 2025
The financial planning recognition is one of four Gartner Magic Quadrant Leader designations Oracle holds from 2025. The full list:
- 2025 Gartner Magic Quadrant for Financial Planning Software (Oracle Fusion Cloud EPM)
- 2025 Gartner Magic Quadrant for Cloud ERP for Service-Centric Enterprises
- 2025 Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises
- 2025 Gartner Magic Quadrant for Financial Close and Consolidation Solutions
This cross-quadrant consistency matters. It tells enterprise buyers that Oracle’s execution strength is not isolated to one product area. The same platform architecture underlies ERP, EPM, financial close, and planning, which reduces integration risk for organizations standardizing on Oracle Fusion Applications.
Agentic AI: The Defining Shift in Oracle EPM’s 2026 Roadmap
Agentic AI in Oracle Cloud EPM enables touchless planning operations. Unlike standard AI that surfaces recommendations, agentic processes execute multi-step tasks autonomously within defined guardrails. In a planning context, this means the system monitors actuals, detects variance triggers, reforecasts affected line items, and alerts relevant stakeholders without a planner manually initiating each step.
Oracle Fusion Cloud Applications integrates predictive, generative, and agentic AI across finance, HR, supply chain, and customer experience on a single cloud platform. Finance teams working within Oracle EPM access these AI capabilities across the entire Fusion application layer. That interconnected intelligence is what Oracle’s multi-quadrant Leader recognition reflects: consistent delivery on an expanding AI-first platform vision.
Considerations Before Selecting Oracle Cloud EPM
Oracle Cloud EPM is not the right fit for every organization. Teams that need a fast deployment with minimal IT overhead will find platforms like Workday Adaptive Planning faster to implement and more accessible for smaller finance teams. Oracle’s implementation timeline is longer, its configuration complexity higher, and its total cost of ownership greater relative to mid-market alternatives. Organizations without an existing Oracle ERP footprint should evaluate integration complexity carefully before committing. The Gartner MQ inclusion criteria favor vendors built for organizations above $1B in revenue; mid-market CFOs should weigh the MQ alongside Gen-3 FP&A tools that fall outside the quadrant’s scope entirely.
Frequently Asked Questions (FAQs)
What is Oracle Fusion Cloud EPM?
Oracle Fusion Cloud EPM is an enterprise performance management platform covering financial planning, budgeting, forecasting, consolidation, close, tax reporting, and narrative reporting. It is part of Oracle Fusion Cloud Applications and integrates embedded agentic, predictive, and generative AI for automated planning operations.
Why did Oracle earn Leader status in the 2025 Gartner Magic Quadrant for Financial Planning Software?
Gartner evaluated Oracle on Ability to Execute and Completeness of Vision among 14 vendors. Oracle earned Leader status in the December 1, 2025 report, recognized for its AI integration depth, full EPM suite breadth, and cross-functional planning capabilities spanning finance, HR, and supply chain.
How many vendors are Leaders in the 2025 Gartner Magic Quadrant for Financial Planning Software?
Eight of 14 evaluated vendors are Leaders in the 2025 report: Oracle, SAP, Jedox, OneStream, Anaplan, Board, Wolters Kluwer (CCH Tagetik), and Workday. The high number of Leaders reflects the MQ’s strict inclusion criteria, which pre-filter the market to large, globally scaled enterprise platforms only.
How does Oracle Cloud EPM use agentic AI?
Agentic AI in Oracle Cloud EPM enables touchless planning operations. The system autonomously monitors financial data, generates forecasts, flags variances, and triggers connected actions across planning modules without requiring manual initiation at each step, helping finance teams operate with greater speed and fewer errors.
Is Oracle Cloud EPM suitable for mid-market companies?
Oracle Cloud EPM is optimized for large global enterprises with complex multi-entity, multi-currency, and regulatory planning requirements. Mid-market organizations prioritizing rapid deployment and lower total cost of ownership typically find Workday Adaptive Planning, Jedox, or modern Gen-3 FP&A tools outside the MQ more aligned to their resource profile.
What other Gartner Magic Quadrant recognitions does Oracle hold in 2025?
Oracle holds Leader positions in four 2025 Gartner Magic Quadrants: Financial Planning Software, Cloud ERP for Service-Centric Enterprises, Cloud ERP for Product-Centric Enterprises, and Financial Close and Consolidation Solutions. All four recognitions are based on Oracle Fusion Cloud Applications.
How does Oracle EPM compare to SAP Analytics Cloud for financial planning?
Oracle EPM offers the broadest suite depth, covering close, tax, narrative, and workforce alongside FP&A. SAP Analytics Cloud integrates tightly with S/4HANA, SuccessFactors, and SAP IBP for Supply Chain, making it strongest for organizations already running the SAP ecosystem. Both platforms embed agentic AI with continuous monitoring and automated forecasting capabilities.
How does Oracle EPM compare to Workday Adaptive Planning?
Oracle EPM covers a broader set of EPM functions including financial close, tax, and narrative reporting alongside FP&A. Workday Adaptive Planning integrates tightly with Workday HCM and Financials, offers strong user experience, and deploys faster within the Workday customer base. Oracle leads on depth; Workday leads on accessibility and ecosystem fit for its existing customers.

