A corporate performance management software system designed by OneStream Software LLC.

About OneStream

OneStream is a corporate performance management software aimed to help enterprises simplify their financial consolidation, planning, reporting, analysis, and data quality. OneStream is a CPM solution meant for use in all areas of your enterprise and is available in the cloud or on-premise.

OneStream can be utilized on a per-module basis, meaning your company can manage and upgrade your software by adding one application at a time. This allows the software to have a lower cost of entry and can help eliminate some risks in upgrading the software.

OneStream is also sold as a unified SmartCPM platform, called OneStream XF, which provides a fully-integrated product.

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

Product Overview

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