A corporate performance management software to simplify financial consolidation, planning, reporting, and analysis.

Product Overview

OneStream is a corporate performance management (CPM) platform designed to streamline complex financial processes. It offers a unified solution for data management, financial close, consolidation, planning, reporting, and analytics. Enhanced with seamless Excel integration and a powerful, versatile platform, OneStream facilitates financial forecasting and decision-making. Its adaptability to business growth and change, coupled with a wide array of functionalities on a single platform, positions it as a strategic tool for large organizations seeking to optimize their financial operations.


  • Versatile platform with unique data management capabilities
  • Streamlined financial close and consolidation process
  • Powerful reporting and analysis capabilities


  • Some areas require manual workarounds due to limitations

Target Market

Large organizations and enterprises, particularly those in need of a comprehensive solution for financial planning, consolidation, and performance management. Its robust features and scalability make it well-suited for complex, dynamic business environments where unifying key finance processes is crucial.

Not Recommended For

Small businesses or startups. Its complexity, steep learning curve, and high price point may be overwhelming and not cost-effective for smaller entities with simpler financial management needs and limited resources.

About OneStream

Video Overview


OneStream helps modernize your finance department and reduce the costs spent on having multiple legacy applications.

OneStream Financial Close and Consolidation

  • Financial Consolidation and Reporting: GAAP/IFRS reporting formats, audit trails, out of box support
  • Intercompany Eliminations: Automatic IC eliminations, resolve IC discrepancies, pre-built intercompany reports
  • Foreign Exchange and Cash Flow Reporting: Identify on new cash flow, auto-delivery currency translation, historical dollar overrides, cash flow schedules, cash forecasting

OneStream Planning, Budgeting and Forecasting

  • Strategic Planning and Modeling: Use assumptions and key value drivers to look at projected financial results. Analyze what-if scenarios and find out what funding options work best for your company.
  • Financial Budgeting and Forecasting: Guided workflows, driver-based planning, rolling forecasts, and other advanced planning techniques
  • Detailed Operational Planning: People planning, sales planning, cash planning, relational blending balances, and margin analysis with “what-if” driver-based planning

OneStream Reporting and Analysis

  • Guided Reporting: Pre-built templates, drill downs via graphs/charts/reports, and export to any other standardized format such as PDF and Excel
  • Excel Integration: Retail calculations in Excel, include multiple XF cube views, and have a dynamics POV and drill down
  • Production Reporting: Report writer, unified reports, pre-built web reports
  • Microsoft Office Blend: Blend reports with Microsoft Office content, Parameterize documents/reports/charts/books, produce and distribute reports
  • Interactive Dashboards: Combine tables/charts/graphs and other visualizations, understand business trends, and have integrated data entry forms
Price Range Learn More
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Product Overview

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User Reviews of OneStream

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