What users are saying about
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Top Rated
26 Ratings
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Top Rated
156 Ratings

OneStream

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Top Rated
26 Ratings
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Score 9.3 out of 100

Planful

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Top Rated
156 Ratings
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Score 8.8 out of 100

Feature Set Ratings

  • OneStream ranks higher in 8 feature sets: BI Standard Reporting, Ad-hoc Reporting, Report Output and Scheduling, Data Discovery and Visualization, Mobile Capabilities, Financial Reporting and Compliance, Analytics and Reporting, Integration
  • Planful ranks higher in 3 feature sets: Access Control and Security, Budgeting, Planning, and Forecasting, Consolidation and Close

BI Standard Reporting

8.8

OneStream

88%
6.8

Planful

68%
OneStream ranks higher in 3/3 features

Pixel Perfect reports

8.1
81%
7 Ratings
6.7
67%
8 Ratings

Customizable dashboards

9.4
94%
10 Ratings
6.9
69%
17 Ratings

Report Formatting Templates

8.7
87%
9 Ratings
6.9
69%
16 Ratings

Ad-hoc Reporting

9.3

OneStream

93%
8.2

Planful

82%
OneStream ranks higher in 3/3 features

Drill-down analysis

8.7
87%
12 Ratings
8.7
87%
34 Ratings

Formatting capabilities

9.5
95%
13 Ratings
7.7
77%
35 Ratings

Report sharing and collaboration

9.7
97%
13 Ratings
8.1
81%
33 Ratings

Report Output and Scheduling

9.3

OneStream

93%
8.2

Planful

82%
OneStream ranks higher in 4/4 features

Publish to Web

7.9
79%
8 Ratings
7.3
73%
7 Ratings

Publish to PDF

9.8
98%
11 Ratings
8.9
89%
27 Ratings

Report Versioning

9.8
98%
10 Ratings
7.5
75%
17 Ratings

Report Delivery Scheduling

9.8
98%
11 Ratings
9.3
93%
18 Ratings

Data Discovery and Visualization

8.7

OneStream

87%
7.8

Planful

78%
OneStream ranks higher in 2/3 features

Pre-built visualization formats (heatmaps, scatter plots etc.)

8.9
89%
11 Ratings
7.4
74%
7 Ratings

Location Analytics / Geographic Visualization

9.2
92%
11 Ratings
N/A
0 Ratings

Predictive Analytics

8.0
80%
9 Ratings
8.2
82%
7 Ratings

Access Control and Security

9.6

OneStream

96%
9.7

Planful

97%
Planful ranks higher in 3/4 features

Multi-User Support (named login)

9.6
96%
13 Ratings
9.5
95%
34 Ratings

Role-Based Security Model

9.6
96%
13 Ratings
9.7
97%
33 Ratings

Multiple Access Permission Levels (Create, Read, Delete)

9.6
96%
13 Ratings
9.9
99%
34 Ratings

Single Sign-On (SSO)

9.8
98%
12 Ratings
9.9
99%
28 Ratings

Mobile Capabilities

8.0

OneStream

80%
7.4

Planful

74%
OneStream ranks higher in 2/2 features

Responsive Design for Web Access

7.6
76%
5 Ratings
7.6
76%
17 Ratings

Dashboard / Report / Visualization Interactivity on Mobile

8.3
83%
3 Ratings
7.2
72%
10 Ratings

Budgeting, Planning, and Forecasting

9.0

OneStream

90%
9.3

Planful

93%
Planful ranks higher in 5/5 features

Long-term financial planning

9.1
91%
15 Ratings
9.2
92%
72 Ratings

Financial budgeting

9.0
90%
15 Ratings
9.6
96%
81 Ratings

Forecasting

8.6
86%
14 Ratings
9.3
93%
76 Ratings

Scenario modeling

8.6
86%
14 Ratings
8.7
87%
65 Ratings

Management reporting

9.6
96%
16 Ratings
9.7
97%
78 Ratings

Consolidation and Close

9.1

OneStream

91%
9.4

Planful

94%
Planful ranks higher in 5/7 features

Financial data consolidation

9.8
98%
16 Ratings
9.6
96%
54 Ratings

Journal entries and reports

9.1
91%
15 Ratings
9.3
93%
40 Ratings

Multi-currency management

9.4
94%
16 Ratings
9.3
93%
37 Ratings

Intercompany Eliminations

9.2
92%
15 Ratings
9.4
94%
35 Ratings

Minority Ownership

8.1
81%
12 Ratings
9.0
90%
19 Ratings

Local and consolidated reporting

9.4
94%
16 Ratings
9.9
99%
45 Ratings

Detailed Audit Trails

9.0
90%
16 Ratings
9.4
94%
42 Ratings

Financial Reporting and Compliance

9.4

OneStream

94%
8.7

Planful

87%
OneStream ranks higher in 3/5 features

Financial Statement Reporting

9.4
94%
16 Ratings
9.6
96%
67 Ratings

Management Reporting

9.4
94%
16 Ratings
9.8
98%
77 Ratings

Excel-based Reporting

9.8
98%
16 Ratings
9.2
92%
78 Ratings

Automated board and financial reporting

9.3
93%
15 Ratings
8.0
80%
55 Ratings

XBRL support for regulatory filing

9.1
91%
1 Rating
7.1
71%
3 Ratings

Analytics and Reporting

9.3

OneStream

93%
7.1

Planful

71%
OneStream ranks higher in 6/6 features

Personalized dashboards

9.4
94%
15 Ratings
7.9
79%
38 Ratings

Color-coded scorecards

8.9
89%
13 Ratings
7.0
70%
22 Ratings

KPIs

9.4
94%
13 Ratings
7.7
77%
28 Ratings

Cost and profitability analysis

9.5
95%
13 Ratings
8.9
89%
31 Ratings

Key Performance Indicator setting

9.2
92%
13 Ratings
7.6
76%
22 Ratings

Benchmarking with external data

9.3
93%
12 Ratings
3.1
31%
8 Ratings

Integration

9.6

OneStream

96%
9.2

Planful

92%
OneStream ranks higher in 2/3 features

Flat file integration

9.8
98%
16 Ratings
9.5
95%
54 Ratings

Excel data integration

9.8
98%
16 Ratings
9.9
99%
68 Ratings

Direct links to 3rd-party data sources

9.4
94%
16 Ratings
8.1
81%
48 Ratings

Attribute Ratings

  • OneStream is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.6

OneStream

96%
16 Ratings
8.8

Planful

88%
90 Ratings

Likelihood to Renew

OneStream

N/A
0 Ratings
9.1

Planful

91%
13 Ratings

Usability

8.0

OneStream

80%
1 Rating
7.5

Planful

75%
11 Ratings

Availability

OneStream

N/A
0 Ratings
8.2

Planful

82%
4 Ratings

Support Rating

10.0

OneStream

100%
1 Rating
6.5

Planful

65%
17 Ratings

Implementation Rating

OneStream

N/A
0 Ratings
9.1

Planful

91%
10 Ratings

Likelihood to Recommend

OneStream

When as an organization you have more than one finance processes that need to be on some technology platform, OneStream is a great fit. Be it consolidation & reporting, planning & budgeting, account recs, tax provisioning, close management, transaction matching, etc. all these areas are handled well in OneStream. The benefits accrue from a single place to manage master data, data, security, and quick learning for users as different workstreams are rolled out.
Darshana Sanghavi | TrustRadius Reviewer

Planful

Each system has strengths and weaknesses, so it needs to be assessed based on your own company's goals/objectives. I believe Planful has robust reporting capabilities and various reporting options to utilize depending on your needs. Using report collections and the ability to burst reports and schedule distribution makes standard reporting extremely efficient. You are using workforce planning (Used at a previous company) to calculate benefits made an enormous difference in our accuracy. The modeling application is handy and quickly extracts/pushes back to the core application once the model is built. Creates a lot more flexibility in the system.
Jean Dane | TrustRadius Reviewer

Pros

OneStream

  • Easy data integration with multiple data sources.
  • Same user experience throughout the platform.
  • The ability to add on to the platform is very good. The platform is designed so that a company can use it as a central source of information. The only limitation to creating new pieces of the platform by a developer is time.
Nawal Saraf | TrustRadius Reviewer

Planful

  • Reporting makes it easy to "slice and dice" data as needed, as well as build out report sets that you can use to ensure the consistent look of reports like balance sheets.
  • Data load rules and translation tables provide the flexibility to load data from multiple source systems with relative ease.
  • Structured planning templates, combined with rolling forecasts, can dramatically cut down the time needed to get a baseline and make tweaks as desired.
Anonymous | TrustRadius Reviewer

Cons

OneStream

  • Dashboards are very useful to business users, but can be time consuming to build.
  • Best practice documentation, the product is evolving and is relatively new (about 10 years old) so best practices are still be developed and communicated to the OneStream community.
  • New product feature documentation and examples.
Michael Gialanella | TrustRadius Reviewer

Planful

  • The Dashboards module is still a little clunky and restricted.
  • Spotlight in Powerpoint and Word need to have more seamless data intervention (e.g., variance calculation capabilities) rather than direct queries. It could be very powerful if they developed the presentation aspect of their product.
  • While constant development efforts ensue, training could improve to ensure power users are equipped with the skills to use the new products/developments efficiently.
Anonymous | TrustRadius Reviewer

Pricing Details

OneStream

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

Starting Price

OneStream Editions & Modules

Additional Pricing Details
We only sell to Enterprise customers so pricing for software is based on number of total users and it is simple. One user gets all software functionality. Implementation would be based on what business problem or problems we are looking to solve and implement OneStream XF for, financial consolidation and reporting or planning or account reconciliations, etc.

Planful

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Starting Price

Planful Editions & Modules

Modules
Host Analytics Planning
Host Analytics Consolidation
Host Analytics Modeling
  1. none
Additional Pricing Details

Likelihood to Renew

OneStream

No score
No answers yet
No answers on this topic

Planful

Planful 9.1
Based on 13 answers
Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
Janet Golla | TrustRadius Reviewer

Usability

OneStream

OneStream 8.0
Based on 1 answer
Overall usability as an end-user is very easy. There are more people in the system getting information now than the prior platform used. People are gathering their information quicker as well. From an administrator standpoint, there are fewer glitches and issues than the prior platform. This is very good.
Jonathan Derkits | TrustRadius Reviewer

Planful

Planful 7.5
Based on 11 answers
For the most part, the system is extremely usable. The consolidation and reporting modules are straight-forward and easy to use as long as everything is set-up properly during implementation. The one module that can be somewhat difficult to use is the Workforce Planning module of Structured Planning. Additionally, the reports that come from Workforce Planning aren't as robust as we need them to be
Anonymous | TrustRadius Reviewer

Support Rating

OneStream

OneStream 10.0
Based on 1 answer
OneStream is extremely responsive with support.
Jonathan Derkits | TrustRadius Reviewer

Planful

Planful 6.5
Based on 17 answers
Everyone is very responsive and is willing to jump on a call to help. We set up weekly calls with our CFL representative during the first month of Go-Live. This really helped us solve problems before they got out of hand. When using the Community, I also see representatives on there answering questions
Lee Starr | TrustRadius Reviewer

Implementation Rating

OneStream

No score
No answers yet
No answers on this topic

Planful

Planful 9.1
Based on 10 answers
After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
Jarrod Lemon | TrustRadius Reviewer

Alternatives Considered

OneStream

OneStream is a much more powerful solution for us. Both products claim they can "do it all" but the OneStream XF Marketplace allows us limitless possibilities for what we can do - at a fraction of the implementation cost.
Andy Jorgensen | TrustRadius Reviewer

Planful

We used Adaptive Insights (now Workday) and considered both Anaplan and OneStream. Planful was the most appropriate for our environment based on a single individual as a power user/system administrator, our requirement to not engage long term with external partners for application development and support, and to build repeatable, scalable, and burstable reports. We are in rapid expansion via acquisitions mode with Planful's ability to easily load external financial data, either via Excel data load or API.
Gaylord Miller | TrustRadius Reviewer

Return on Investment

OneStream

  • Customers have moved from multiple EPM systems as well as multiple EPM applications to OneStream.
  • Their ROI has been quite high as lesser admins are required, no need to move data back & forth, no need for an additional dashboarding / BI tool, once a user is on OneStream can leverage it for more than 50+ use cases at no additional license cost.
  • Automation, direct integration, scheduling, complex calculation capabilities, all help to further improve ROI and free up the time for the team to do value-adding tasks.
  • Last but not the least is the confidence on the numbers is much higher.
Darshana Sanghavi | TrustRadius Reviewer

Planful

  • Reduced time spent on producing reports. With Planful, this is quick and easy!
  • Reduced time spent on month-end closing cycles. Its powerful consolidation capabilities means that there is less dependence on slow legacy solutions & workarounds, we get our consolidated numbers much quicker with Planful.
Anonymous | TrustRadius Reviewer

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