Step beyond the constraints of Excel spreadsheets and outdated applications and merge your financial consolidation, reporting, planning, and analysis under one cohesive and adaptable technology platform.
By unifying crucial financial processes and transforming data into actionable insights, OneStream empowers organizations across various industries to overcome complexity and drive with agility.
OneStream® provides an intelligent finance platform built to enable confident decision-making and maximize business impact.
OneStream® unleashes organizational value by unifying data management, financial close and consolidation, planning, reporting, analytics, and machine learning.
It also empowers Finance and Operations teams with AI-enabled insights to make faster and more intelligent decisions every single day. All in a single, modern CPM platform designed to continually evolve and scale with your organization.
OneStream® provides an intelligent finance platform built to enable confident decision-making and maximize business impact.
OneStream® unleashes organizational value by unifying data management, financial close and consolidation, planning, reporting, analytics, and machine learning.
It also empowers Finance and Operations teams with AI-enabled insights to make faster and more intelligent decisions every single day. All in a single, modern CPM platform designed to continually evolve and scale with your organization.
Confident decision-making. Maximize business impact.
Unleash the Value of Finance
Empower Finance and Operations with AI-enabled insights
Evolve to Support Growth and New Business Requirements
Planning, Budgeting and Forecasting
Foster a continuous planning and performance management culture across your organization by utilizing an intelligent and unified platform that enables collaboration through data-driven insights and signals.
Quickly analyze the impact of external factors like commodity prices, FX, and interest rates on your cost structure, revenues, and capital structure.
Streamline data collection with guided workflows, advanced spreading, and allocations.
Enhance performance and simplify financial and operational planning with a unified user experience.
Use “What-if” driver-based planning to visualize the impact of planning decisions on profitability and margins.
Account Reconciliation
Achieve financial reporting accuracy and simplify your accounting processes by aligning your account reconciliations with your financial reporting.
Obtain an instant overview of all high-risk reconciliations and their relation to financial reports.
Provide a direct link from the Balance Sheet to reconciled accounts.
Enhance performance and simplify financial and operational planning with a unified user experience.
Conduct immediate reconciliation status checks to notify users in case the reconciled balance has been altered due to updated trial balance imports.
People Planning
Utilize drivers and dynamic calculations to formulate workforce plans, projecting costs associated with new hires and changes in compensation, benefits, taxes, travel, and other relevant expenditures.
Enable managers to easily create and oversee their employee and travel plans through a seamless user experience that empowers them.
Customize plans to meet the specific needs of line managers, considering the financial impact of hiring and staffing decisions on overall results.
Provide transparency and auditability into the underlying operational plans by allowing drill-back from financial reports and dashboards to People Planning.
Transaction Matching
Accelerate your account reconciliations and the close process by efficiently matching transactional data from multiple sources and rapidly resolving differences.
Support matching by performing stacking and splitting data.
Identify and resolve unmatched transactions.
Export pivot reports for reporting purposes.
Task Manager
Enhance the efficiency of your critical processes, both within and outside of OneStream™, by leveraging interactive visualizations and collaboration capabilities.
Incorporates a messaging system that notifies team members of impending deadlines and managers of incomplete tasks.
Ensures accountability and divides responsibilities through secure role and task assignments.
Facilitates collaboration among multiple users by allowing them to work together on shared documents such as regulatory filings and board books via Disclosure Management.
Capital Planning
Optimize your capital asset planning process and streamline the management of related impacts on depreciation, maintenance, and insurance across your P&L, balance sheet, and cash flow statement.
Seamlessly import assets and accumulated depreciation expenses from top ERP systems.
Enhance visibility into Construction in Process (CIP) and finished goods as they move through the internal supply chain.
Collaborate in real-time with business partners to develop integrated business plans.
Ensure transparency and audibility into underlying operational plans by providing drill-back capabilities from financial reports and dashboards to Capital Planning.
Predictive Analytics
Develop, maintain, and deploy predictive models across your financial and operational planning processes to drive business insights and enhance performance.
Generate custom, forward-looking projections for long-term planning, rolling forecasts, and yearly planning to provide unique insights and predictions.
Establish target forecast scenarios tailored to specific planning procedures.
Create baseline predictive forecast scenarios to compare against operational business partners’ bottom-up forecasts.
Initiate forecasts and plans with predictive models and allow users to focus on specific planning tasks like customer acquisition/retention, plant shutdowns, or new acquisitions.
Financial Close and Consolidation
Streamline your financial close and consolidation process and provide quick insights to internal and external stakeholders by adopting a modern, integrated platform that replaces Excel spreadsheets and stand-alone financial consolidation software.
Complies with a various financial reporting requirements, including US GAAP, IFRS, Multi-GAAP, and local statutory requirements.
Automates the process of data loading, reconciliation, and reporting for greater efficiency.
Allows for immediate error identification and resolution for better data quality.
Provides enhanced visibility into the real FX impact of currency on balance sheet accounts.
Experience the transformative power of CPM solutions as countless organizations break free from the constraints of spreadsheets and outdated legacy applications. Embrace the revolution and unlock your true potential!
