01
CONNECT EVERYTHING
Your Oracle Hyperion, your SAP BPC, your NetSuite, your Sage Intacct, your Workday. Truzer reads from every ERP in your stack via native connectors. No data migration, no flat-file uploads, no IT ticket queue.
USE CASE - CPM SOFTWARE
· FINANCE
CPM software built on the ontology of your P&L. Live in 48 hours.
CPM software for Controllers, CFOs, and Group Finance leaders running multi-entity close cycles on Oracle, SAP, NetSuite, Sage Intacct, Workday, Dynamics 365, or any mix. Roll up 30-entity consolidations in hours. Eliminate intercompany balances automatically. Survive the audit. No Hyperion sunset panic. No $2M implementation.
WHAT IT IS
What is CPM software?
CPM software, also called Enterprise Performance Management or EPM software, is the system finance teams use to execute the statutory financial close, run multi-entity consolidations, eliminate intercompany balances, calculate currency translation adjustments, and produce the regulated reports the SEC, debt issuers, and external auditors require. It sits downstream of the ERP and ingests the trial balance from every legal entity, applies the chart of accounts and ownership hierarchy, runs the close-period eliminations and topside adjustments, and produces the consolidated Balance Sheet, Income Statement, and Cash Flow Statement that ties to the underlying journal entries. The category was historically defined by Oracle Hyperion and SAP BPC, both now in forced sunset, driving the largest CPM evaluation cycle the mid-market has ever faced.
- Multi-entity consolidation. Roll up subsidiaries across legal entities, currencies, and ownership structures into one consolidated set.
- Intercompany eliminations. Net out internal sales and receivables automatically so the consolidated number does not double-count revenue.
- Currency translation. Apply spot, average, and historical rates with cumulative translation adjustments calculated deterministically.
- Topside adjustments. Capture late-stage close entries with a full audit trail, not as ad-hoc Excel topsides.
- Statutory reporting. Generate the SEC filings, lender packages, and audit-ready financials in the format each stakeholder requires.
- Audit trail and SOX controls. Every reported line traces to its source journal entry; segregation of duties enforced at the workflow layer.
Truzer’s ontology is the live digital twin of your P&L, so the consolidated financials are an output of the live ledger rather than a separately-built artifact rebuilt by a consulting army.
6.4 days
is the median monthly close cycle. Bottom-quartile teams take 10+ days. The gap lives in the multi-entity consolidation — eliminations, currency translations, and topside adjustments performed outside the ERP.
APQC Open Standards Benchmarking, Cycle Time to Perform the Monthly Close
FOUNDERS
Built by operators who closes the books.
Craig and Michael have spent 10+ years aggregating the complex for 1,000+ organizations. Across that decade they watched Controllers chase intercompany topsides at midnight, Group Finance leaders fight Hyperion sunset migrations they never wanted, and CFOs walk into board meetings with consolidated numbers that did not tie to the trial balance. Truzer.ai is what they built so finance teams stop rebuilding the consolidation in Excel and start closing the books on the live ledger.
Book a Founder Call
THE TRUZER PLATFORM
One ontology, every entity, every elimination, every close.
Built for Controllers, CFOs, and Group Finance leaders at mid-market and enterprise companies running multi-entity statutory closes. Sits on top of your existing Oracle, SAP, NetSuite, Sage Intacct, Workday, or Dynamics 365 stack. No Hyperion sunset migration. No $2M OneStream implementation.
01
Bi-directional sync with every ERP you run.
Plug Truzer into Oracle, SAP, NetSuite, Sage Intacct, Workday, Dynamics 365, or any mix. Trial balances flow in from every legal entity. Consolidated outputs flow back. No middleware scripts, no flat-file uploads, no read-only connector that breaks at year-end.
02
Eliminations the auditor can trace, not topsides nobody can defend.
Intercompany balances net automatically across entities, currencies, and ownership structures. Every elimination, every topside, every CTA calculation traces to its source journal entry. The audit trail is the close, not a separate reconstruction.
02
Close in hours, not the second half of the month.
The ontology reads every ERP in your stack live. Roll up 30 entities, run eliminations, apply currency translation, and ship the consolidated package in the time it used to take to pull the trial balances.
04
A live digital twin of your P&L.
The ontology is the digital twin of your P&L. Every entity, every account, every intercompany relationship, every ownership tier mapped in one semantic model. Post a topside, the consolidation recalculates. Add an acquisition, the hierarchy extends without breaking the global model.
WHY TRUZER
Two ways to close the books. One tells the truth.
The audit team can tell the difference.
Feature
Without Truzer
With Truzer
Migration path
✕
Forced Hyperion or BPC sunset rebuild
✓
Read your existing ERP instantly
Intercompany eliminations
✕
Manual topsides nobody can defend
✓
Auto-elimination, every line traced
Consolidation architecture
✕
Excel franken-model breaks on every M&A
✓
Ontology extends with the new entity
Audit trail (SOX)
✕
Topsides bypass the ledger
✓
Every entry traces to the journal
Deployment
✕
Months of integration before go-live
✓
Live in 48 hours, on top of your stack
Commitment
✕
Multi-year contracts and vendor lock-in
✓
Month-to-month, cancel anytime
Migration path
Without
✕
Forced Hyperion or BPC sunset rebuild
With Truzer
✓
Read your existing ERP instantly
Intercompany eliminations
Without
✕
Manual topsides nobody can defend
With Truzer
✓
Auto-elimination, every line traced
Consolidation architecture
Without
✕
Excel franken-model breaks on every M&A
With Truzer
✓
Ontology extends with the new entity
Audit trail (SOX)
Without
✕
Topsides bypass the ledger
With Truzer
✓
Every entry traces to the journal
Deployment
Without
✕
Months of integration before go-live
With Truzer
✓
Live in 48 hours, on top of your stack
Commitment
Without
✕
Multi-year contracts and vendor lock-in
With Truzer
✓
Month-to-month, cancel anytime
Pick a side.
48 hours from now, your next close either ships from the live ontology, or your team starts another midnight at the topside spreadsheet. Both have a price.
HOW TO DEPLOY
From fragmented data to a live consolidation ledger.
Every Controller we've worked with started in the same place: a legacy CPM tool sunsetting, a global stack on different ERPs, and a Q4 board package that did not tie. Here is how Truzer fixes the surround.
02
SEE EVERYTHING
The ontology builds the digital twin of your P&L live across every entity. Currency translation, intercompany relationships, ownership hierarchies all mapped in one semantic model you can drill from consolidated to source.
03
KNOW EVERYTHING
Click any node on the consolidated statement. Truzer surfaces the underlying entity, the intercompany counterpart, the journal entry, the topside adjustment, and the audit trail. Drill from board number to source transaction in seconds.
04
ACT ON EVERYTHING
Lazer AI runs the eliminations, drafts the audit memos, and routes exceptions to the right entity owner. Grounded in your ledger. Deterministic math. No hallucinations near regulated reporting.
DATA INTEGRATIONS
Built to extend your ERP, not replace it.
Truzer reads from the ERPs you already run. No data migration. No Hyperion-to-Cloud rebuild. No middleware to maintain.
Truzer + your ERP stack
Plug Truzer into Oracle, SAP, NetSuite, Sage Intacct, Workday, Dynamics 365, or any combination. The ontology builds across every entity the moment connection goes live. Bi-directional sync.
THE DEEP DIVE
Board Reporting: The Operator's Guide.
The consolidation closes. The board deck is due Monday. Here is the operator's playbook for the package that ties to the trial balance and survives the audit.
FAQ
Frequently Asked Questions
Q What is the difference between CPM software and EPM software?
The two terms mean the same thing. CPM, or Corporate Performance Management, was the original Gartner category. Gartner rebranded it to EPM, or Enterprise Performance Management, around 2017, and split it into Financial Close and Consolidation Solutions, or FCCS, and Financial Planning Software. Buyers still search for CPM; vendors lean toward EPM. Truzer covers the consolidation half of the rebranded category natively on your live ledger.
Q What is the best CPM software for multi-entity companies?
The best CPM software for multi-entity companies handles intercompany eliminations natively, traces every topside to the source journal entry, and extends to a new entity without breaking the global hierarchy. Mid-market and enterprise consolidations live and die on these three requirements. The largest implementations fail when the platform forces the close into a sandbox that needs a consulting army to reshape on every acquisition.
Q Will the external auditor accept consolidated financials generated by Truzer?
Yes. Every topside, every elimination, every currency translation, every line on every consolidated statement traces back to the underlying journal entry. The audit trail is structurally part of the ontology. SOX segregation of duties is enforced at the workflow layer. External auditors get full lineage from the board number to the source transaction without weekend reconciliation. No black-box AI touches the regulated close.
Q Does Truzer work with my existing ERP - Oracle, SAP, NetSuite, Sage Intacct, Workday, or Dynamics 365?
Yes. Truzer connects natively to all six via bi-directional APIs. Trial balances flow in from every legal entity in your group. Consolidated outputs and topside adjustments flow back to the ERP. No middleware, no flat-file uploads, no read-only connector that breaks at year-end. If you run multiple ERPs across acquired entities, Truzer reads them all into one consolidated P&L ontology.
Q What will a Truzer CPM implementation actually cost — including consultants?
Truzer is self-serve. There is no consulting partner you have to hire to make it work. You connect Truzer to your existing ERP stack, the ontology builds across every entity in 48 hours, and your team runs the close from there. No six-figure professional services contract. No 0.5 FTE administrator. No second consulting cycle when you add an entity. Month-to-month subscription, cancel anytime. The total cost is the subscription, full stop.
SEE IT LIVE
Close the books on the live ledger.
Book a call with Craig and Michael. Walk through your ERP stack, your entity hierarchy, and your last close, and see your consolidation running on the live ontology without a consulting army.