Performance Canvas Pricing

Basic
Standard
The Works
FEATURES AND LIMITATIONS BY PLAN
box
box
box
Financials - All the Basic FP&A features
box
box
box
Financials Budgeting
YES
YES
YES
NEW: Machine Learning available in Budgeting & Forecasting
YES
YES
YES
NEW: Machine Learning usage days per year included in plan
5
50
Unlimited
Web Financials Reporting w/ Report Wizard
Advanced
Advanced
Advanced
Native Excel Financials Reporting
Standard
Advanced
Advanced
Personalized multi-page Financial Dashboards
Standard
Standard
Standard
In-line analytics in web reports
Standard
Standard
Standard
Download Web reports into Excel
YES
YES
YES
Subscribe users to scheduled reports
YES
YES
YES
Cash Flow automation
YES
YES
YES
Drill Down to Financial transactions
YES
YES
YES
NEW: Direct Drill Down beyond GL including Periodic Postings *1
YES
YES
YES
General Ledger Connection
YES
YES
YES
Book Publisher for distributing Excel/ PDF reports
YES
YES
Text Comments (Budgets and Reports)
Basic
Advanced
Advanced
Server based Business Rules Automation
YES
YES
YES
Budget Workflow
Advanced
Advanced
Advanced
NEW: Personalized multi-page Dashboards with Filters
Standard
Standard
Standard
Multi-level approval
YES
YES
YES
Security and organization setup
Advanced
Advanced
Advanced
Multi-role stakeholders w/ delegation
YES
YES
YES
Scenario management
Advanced
Advanced
Advanced
User Management
Standard
Standard
Standard
Financials - Enterprise features
box
box
box
Multi-Company Consolidation Eliminations
YES
YES
YES
Multi-Currency
YES
YES
YES
Reporting Currencies (unlimited Functional/ Transaction currencies)
1
Unlimited
Unlimited
Multiple Hierarchies for Accounts and other dimensions
YES
YES
YES
Included Legal Entities that can be set up in System
1
10
Unlimited
Advanced Excel Input Sheets & Reports
YES
YES
Advanced Financials Pack (see below)
Add-on
YES
Advanced Consolidation Pack (see below)
Add-on
YES
Audit Trail
YES
Beyond Financials - Epicor & non-Epicor Data Sources
box
box
box
Profitability Analysis Pack (see below)
Add-on
YES
Sales Pack (see below
Add-on
YES
Commission calculation
YES
Add’l Models extending to any Process/ Data Source
Unlimited
Reporting for any selected data/ models
YES
YES
YES
Budgeting/ Forecasting for any selected data/ models
YES
YES
YES
SQL integration to other data sources
On-premise connector for selected Models
Included
Included
Included
Business Rules
Pre Built
Advanced
Advanced
Inter-model Business Rule and Logic
YES
YES
Number of Source Systems supported
1
1
Unlimited
Number of Environments in PCF
1 (Production)
2 (Prod + Dev/Test)
4 (Prod, Test, Dev, UA)
SaaS instances (advanced in-group separation)
1
1
5
Security
box
box
box
Fully configurable security on user/ group level
YES
YES
YES
User Access
box
box
box
Web User Interface
Advanced
Advanced
Advanced
Microsoft Excel (Office 365 only - latest version)
YES
YES
YES
Legacy Excel support - Microsoft Excel 2013 or later
YES
YES
ADD-ON PACKS TO ABOVE PLANS
box
box
box
Advanced Financials Pack
box
box
box
Accounts Receivable (AR)
Add-on
Included
Accounts Payable (AP)
Add-on
Included
AR & AP persononalized multi-page dashboards (only SaaS versions)
Add-on
Included
Human Resources (HR)
Add-on
Included
CAPEX (rule & input sheet - on-premise only)
Add-on
Included
Fixed Assets (FA) (module - SaaS versions only)
Add-on
Included
Virtual Segments in GL (like Customer & Supplier) (only SaaS versions)
Add-on
Included
Advanced Consolidation Pack
box
box
box
Advanced Eliminations
Add-on
Included
Intercompany Matching including transaction currency
Add-on
Included
Multi-Group and Multi-Level consolidation
Add-on
Included
Configurable consolidation rules with automated journal
Add-on
Included
NEW: Manual top-side Journal enties with Excel import option
Add-on
Included
Advanced Currency handling including automated CTA journal
Add-on
Included
Partial Ownership / Equity Method
Add-on
Included
Complex ownership over time
Add-on
Included
Sales Pack
box
box
box
Sales Process by day (Orders, Invoices, customers, products)
Add-on
Included
Sales Budgeting by Month or Day, Product, Customer
Add-on
Included
Sales personalized multi-page dashboards (only SaaS versions)
Add-on
Included
Advanced Sales Statistics and Reporting
Add-on
Included
COGS separation into cost buckets (Labour, Direct Cost, Material etc.)
Add-on
Included
Sales Commissions
Add-on
Included
Including both Orders and Invoices
Add-on
Included
Profitability Analysis Pack
box
box
box
Multi-dimensional allocations for profitability analysis
Add-on
Included
Profitability by Products, Customers, Departments and more
Add-on
Included
Daily automated Analysis
Add-on
Included
Virtual Segments in GL (like Customer & Supplier)
Add-on
Included
Microsoft Azure Data Connect
box
box
box
Provides PCF data as secure native Tabular data source in Azure
Add-on
Add-on
Additional analysis capability using Power BI, Excel or other tools
Add-on
Add-on
Licenses for Power BI or other analysis tools needed not included
Add-on
Add-on

* Price is charged per user either monthly or yearly
* Bigger discounts for yearly subscription
* Lesser price for more than 50+ users
For more information, contact us here.

frequently asked questions

Performance Canvas Financials is today´s latest and modern unified platform for Business Intelligence, Performance Management, and Advanced Analytics.

It is designed to streamline and automate the entire FP&A process of your organization.


Performance Canvas works as a unified FP&A platform that delivers best practices through pre-packaged finance logic. This includes Cash flow, CAPEX, and many more.

While Performance Canvas offers robust capabilities for reporting & analysis, budgeting & planning, financial forecasting, financial consolidation, and BI capabilities, the choice of which ones you want to deploy is on you.

These functions are available upon purchase and you can decide if you want to use them or not. You may also just start with budgeting and planning if you wish and add the reporting functionalities later once you have gotten more comfortable.

This FP&A solution has native web and Excel as a user interface which allows you to leverage your skills towards easy software championship.


  • Enforce your chart of accounts (COA) and enable accurate forecasts 
  • Perform what-if analysis to immediately see the impact of business decisions 
  • Automate P&L, balance sheet, and cash flow reporting
  • Boost security by restricting access to sensitive information
  • Create and track driver-based plans while considering periodic trends 
  • Compare actuals versus budgets and analyze variances 
  • Drill through underlying transaction details, trend analysis, filters, and multidimensional hierarchies
  • Reduce time spent on budgeting and forecasting and lead time business to board by 50–90% 
  • Improve team collaboration and communication 
  • Gain full transparency and accountability of the entire process

It is ideal for small to large companies wanting to improve their FP&A process. The solutions can be packaged as a basic or extended version depending on your organization´s needs and resource availability.


  • X Microsoft Excel 2010 or later
  • 32- or 64-bit version
  • Microsoft Excel must be license activated—trial license is too limited
  • Minimum physical memory available to Excel
  • 2 GB RAM (32-bit)
  • 3 GB RAM (64-bit)
  • Windows 7 or later 
  • Any modern browser

The cloud version of the product takes 5 minutes to install and setup but the full implementation depends on business complexity. 

On average, the basic package takes 1-2 days to install; the standard package takes 3-5 days; and the works package takes 15-90 days to install.

To know more about these packages click here.


With Performance Canvas Financials, you will have the ability to highlight only the cells you want changed, put in explanations, and then submit it for checking and approval. Meanwhile, when the approver gets it, it will have the highlighted cells and an explanation of what’s different.

You also have a versioning feature to make sure anyone in the team is working on the latest version and there is a summary of pending, submitted and approved tasks for a better grip of where you stand in the process.


Performance Canvas Financials is very focused on the business user despite the fact it does a lot of incredible things technically. It is a one-stop tool that has the ability to improve the entire budgeting process from start to end.

It automates and unifies management of security, workflow, access, and distribution of tasks and follow-up reports. It is designed to make managing access and tasks effortless for its finance or business user.


Yes, you get to decide who gets to access what through its role-based user access. This feature enhances confidentiality of information within the organization.


When the dimensions are added to your business model you can have all of them easily. The model is open to change, and you can create your own dimensions.


You can use any metric you prefer. All reports are delivered as templates and can be changed. You can also create new reports from scratch using the drag and drop report wizard.


Yes, the tool can handle multi-currencies and multi-companies.


Yes, it can collect both financial and non-financial data. For more information, email info@dspanel.com.


Yes, absolutely. We offer a free 30-day trial for Cloud Performance Canvas Financials with your own financial data so you can evaluate the tool firsthand.

What they say about us

Currently, what we do now requires us to spend considerable amount of time rolling things up, once it is rolled up and matched up, we load up to GL system which may or may not load correctly. We also have to load via individual sheets. With Performance Canvas, we just hit load and it’ll load in a matter of seconds. I feel really good about it because it is so useful, and we are actually going to be able to use it. It is intuitive, and we know we will not struggle with it.

Lisa Mason, Senior Staff Accountant for Financial Reporting and Budgeting

For budgeting, changing one headcount in one department changes the allocation for all other departments. This used to take days honestly. It isn´t even just about time, we were unable to do any kind of what if analyses. This is one of our biggest benefits with Performance Canvas Financials.

Terri McCracken, Finance Manager, Friendly Society Private Hospital