OneStream
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.Pros
- Versatile platform with unique data management capabilities
- Streamlined financial close and consolidation process
- Powerful reporting and analysis capabilities
- Can consolidate data from multiple entities and source currencies into a common currency
Cons
- Some areas require manual workarounds due to limitations
- Limited Excel integrations
- Lacks an integrated scheduling tool
Target Market
Large organizations and enterprises, particularly those needing a comprehensive financial planning, consolidation, and performance management solution.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.Video Overview
Features
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 new cash flow, auto-delivery currency translation, historical dollar overrides, cash flow schedules, cash forecasting
Planning, Budgeting, and Forecasting
- Strategic Planning and Modeling: Use assumptions and key value drivers to examine projected financial results. Analyze what-if scenarios and determine 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
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
Developer Overview
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User Reviews of OneStream
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