• LinkedIn Social Icon
  • Twitter Social Icon
  • Google+ Social Icon

© 2023 by Knoll & Walters LLP. Proudly created with Wix.com




The Axiom Software platform is deployed in a cloud environment that enables you to reduce IT overhead while receiving optimal system performance and unmatched security.

>   Accessible from any connected device

>   Fully configurable to fit the sophisticated needs of your organisation

>   Owned by the Business - giving you the ability to change planning assumptions and dimensions in real-time with no need for IT support


The Axiom Software Cloud platform is fully equipped with decentralized enterprise grade user-based security enabling you to have complete control over the how your performance management data is accessed and shared within the organization.



The Axiom Software Cloud platform supports an integrated suite of performance management solutions. Leveraging the latest Microsoft architecture, Microsoft Azure, Microsoft® Excel® and cutting edge Web technologies, Axiom Software is both flexible and robust, handling even the largest and most complex organisations’ data, user and modeling requirements.

>   Scalable relational data model supporting large and unique data needs

>   Driver-based planning to cascade changes throughout multiple templates and hierarchies

>   Robust security model and auditing feature for complete control of the most granular elements of enterprise planning

>   Guided workflow to provide users with a summary of planning tasks and guided navigation of steps in any given planning process

"We were able to build on our existing knowledge of Microsoft Excel and benefit from Axiom's intuitive table structure to transform simple spreadsheets into a highly scalable enterprise-grade application suite."
–Kate Wasecheck, Accounting Manager for Oregon State Credit Union



With Axiom Software, Excel is fully leveraged for financial planning, modeling and reporting. Users can import existing Excel templates and reports to help speed time to value. All data is mapped securely to the Axiom Cloud for maximum security, auditing and control. Axiom manages spreadsheet models and reports from end to end creating an enterprise class application environment.

"It’s taking spreadsheets that previously would have taken us at least 30 minutes to update and whittled that down to the click of a mouse."
— Crystal Sittser, Manager, Cost, Budget & Payroll, Blue Cross of Idaho


Leverage everything you love about Microsoft® Excel® while removing the challenges of using spreadsheets for enterprise planning. The Axiom Software Cloud platform features full Excel integration enhanced with robust workflow, role-based security and auditing features, drag and drop report creation, and advanced visualisation and dashboard capabilities built on a powerful, high performing database.

"It’s a night and day difference in our reporting. We were manual before and now we’re not, and that allows a lot more time for analysis." — Kevin Mahoney, Manager Budget & Reporting, Martin’s Point Health Care



>   Easy to use cloud software for broad organisational adoption

>   Multiple user interface options for varying user types – Excel, Windows, Web Browser

>   Driver-based planning to cascade changes throughout multiple templates and hierarchies

>   Flexibility to change planning dimensions in real-time without IT support

>   Enterprise grade performance, security, auditing and process control


The Axiom Software platform is deployed in a cloud environment that enables you to reduce IT overhead while receiving optimal system performance and unmatched security. Axiom EPM provides and maintains all necessary platform infrastructure and performs all technical maintenance activities. Customers connect to their own, personalised Axiom Cloud system via a secured Internet connection, powered by dynamically scalable, secure and geo-distributed Microsoft Azure datacenters.

>   No IT required

>   Unmatched security

>   Powerful automated data integration

>   Seamless system updates

Want more detail? Read our solution brief. 

Axiom Software is a true enterprise-grade cloud EPM solution driven by customer success and satisfaction.


The Axiom Software Cloud service employs a framework of security and risk protocols that enable our customers to meet a number of their industry-specific regulatory requirements. The Microsoft Azure infrastructure addresses a wide range of international, country, and industry-specific regulatory requirements, by meeting the certification requirements. Read more about our full security certifications.


Easy to use interface lets you select an integration option based on the frequency of your data needs. Built-in ETL and our commitment to open integration standards gives you the power and flexibility to connect to virtually any data source to leverage clean, trusted data for performance management decision making. Read more about integration options.


Administration-free deployments and updates keep your versions up to date with minimal hassle. Initial integration is seamless with the easy to use Axiom Data Import Wizard. Connect and integrate data from any GL, ERP, CRM, HR or data warehouse system or import directly via Excel or CSV files. Onboarding support is also available, with our team of industry-leading experts ready to assist and tailor solutions to your needs.


The Axiom Software Cloud platform is fully equipped with enterprise grade user-based security enabling you to have complete control over how your performance management data is accessed and shared within the organisation.


Axiom Software is a secure, enterprise-grade solution that is SSAE-16 SOC Type II (SOC2) audited, protecting customers’ sensitive data. The Axiom Software cloud service leverages the Microsoft’s Azure HIPAA Compliance framework which includes a BAA Contract Addendum from Microsoft as well as ISO 27001 audit controls that address HIPAA security practices as recommended by the U.S. Department of Health and Human Services.



Axiom Software includes a robust, highly configurable connector that can be set up for virtually any data source in a matter of minutes. Axiom Software has experience automating integration with numerous enterprise systems. Here are just a few examples of source systems where the Axiom Connector has been implemented.

>   EPIC EHR Hospital systems

>   Generic ODBC databases

>   Information Builders warehouse

>   IBM DB2

>   Lawson

>   Microsoft Dynamics GP (Great Plains)

>   Microsoft Dynamics AX (Axapta)

>   Microsoft Dynamics NAV (Navision)

>   Microsoft Dynamics SL (Solomon)

>   Microsoft Excel

>   Native SQL Server

>   NetSuite

>   Oracle

>   Oracle E-Business

>   PeopleSoft

>   QuickBooks

>   Sage

>   SAP

>   Workday


Automated built-in ETL and our commitment to open integration standards gives you the power and flexibility to connect to virtually any data source to leverage clean, trusted data for performance management decision making.

>   Connect and integrate data from any GL, ERP, CRM, HR or data warehouse system or import directly via Excel or CSV files

>   Guide the data integration process with the easy to use Axiom Data Import Wizard

>   Validate, cleanse and transform data with a clear and supportable processes

>   Efficiently map data to a destination table in the Axiom repository

>   Synchronise data with trigger based, time based or ad hoc schedules for full automation

>   Export Axiom data to Excel, CSV or any external data repository

>   Integrate live Axiom Dashboard data within Microsoft PowerPoint presentations



Enterprise organisations require solutions that meet strict requirements for security of confidential financial and operational data. As further evidence of our commitment to delivering a secure, enterprise-grade solution, Axiom EPM announced an ongoing engagement with BDO USA, LLP to provide SSAE-16 SOC Type II (SOC2) audits of operational controls. Axiom EPM maintains compliance with SOC2 controls, protecting customers’ sensitive data, whether stored in the cloud or on premise.

>   Native single sign on integrated with Microsoft Active Directory, LDAP and SAML directories, including compatibility with multi-factor authentication

>   Data in transit is compressed and encrypted via a 256-bit SSL certificate. The connection uses TLS 1.2 encrypted using AES_256_CBC, with HMAC-SHA1 for message authentication and ECDHE_RSA as the key exchange mechanism

>   Data at rest is encrypted using a symmetric key with AES and 3DES encryption algorithms

>   A single security model for all users accessing every interface, feature and function of the overall platform

>   A robust built-in security manager to configure all access to data, modules and elements of the system

>   Common user permissions may be consolidated into roles, with ability to assign users to multiple roles


Axiom Software includes a comprehensive auditing capability to ensure you maintain a detailed record of all activities and changes made within the platform. Previous versions of plans and reports are automatically saved to the database and changes are logged down to the individual user level.

Key Features:

>   Audit History. Events are logged in the system every time the following activities occur, enabling you to review changes, outliers and track back to source

>   Audit Reporting. Administrators can leverage the easy to use Axiom Audit Manager and Report Wizard to view audit data

>   Audit Analysis. A built-in tool is provided to perform a full analysis of historical system activities

>   Document History. Enables planners to revert to previous versions of a specific workbook



Axiom Software provides unique client options to give users a variety of ways to access the Cloud platform depending on the preferences of each organisation and user. From power users and administrators to periodic contributors or report consumers, our client options ensure that all user types can interact with the platform in the manner most suitable to their role. All clients communicate with the system over a secure connection in order to query data, request a file, or save files and data back to the Cloud.


Leverages the latest HTML5 technology to give users to access to Axiom Software from any browser, tablet or mobile device. This client is often used for end-user consumption of reports, dashboards, and ad hoc reporting. The Web Client is a browser application and does not require separate installation.


Manage performance on the go with the Axiom Software Apple iPad App. The iPad app enables critical performance information to be accessible to executives anytime, anywhere. End users can interact with dashboards, spot trends, conduct ad hoc analysis and make timely, informed decisions regardless of location. The app is available for download in the Apple App Store as "Axiom EPM".


Provides access to all Axiom Software features within a Microsoft® .NET interface that leverages Microsoft® Excel®. This client is often preferred by power users as it allows finance professionals to manage data in a familiar environment while providing unmatched modeling flexibility and enterprise performance.


Uses a .NET-based engine to emulate the spreadsheet environment without requiring Microsoft Excel. It provides full access to Axiom Software features and provides much of the same functionality with many frequently-used Excel commands and features included.


In addition to the unique integration with Excel, Axiom Software provides tight integration with other Microsoft applications. You can communicate results, trends and analysis to the board and other organisational stakeholders by embedding Axiom reports and dashboards within PowerPoint, integrate instructions and documentation into security controlled Word documents and publish reports directly to SharePoint for increased collaboration within the organisation.



>   View key performance indicators (KPIs) on any tablet or smartphone including Apple iPad and iPhone, Android and more

>   Provide visual dashboards displaying performance data, trends and variances for fast, effective decision making

>   Interact with information in a rich, visual and highly customisable manner based on end user preferences

>   Administer and deploy relevant reports to any mobile device with defined user access and role-based security