OneStream vs. Planful

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
OneStream
Score 8.5 out of 10
Enterprise companies (1,001+ employees)
OneStream is an enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and can extend to meet the evolving needs of businesses without adding technical debt. Presented as an operating system for modern Finance, it unifies core financial functions and empowering the CFO to become a critical driver of business strategy, innovation, and growth. It is a cloud-based platform that modernizes the Office of the CFO. The…N/A
Planful
Score 8.1 out of 10
Enterprise companies (1,001+ employees)
Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
Pricing
OneStreamPlanful
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
OneStreamPlanful
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequiredNo setup fee
Additional DetailsThe solution is only for Enterprises. Pricing for software is based on number of total users and one user gets all software functionality. Implementation would be based on what business problem or problems the solution will be used to solve, such as financial consolidation and reporting or planning or account reconciliations, etc.
More Pricing Information
Community Pulse
OneStreamPlanful
Considered Both Products
OneStream
Chose OneStream
OneStream is much more robust, has functionality around creating financial statements in Common Currency which other systems we used could not handle. OneStream has a really good structure around it. We believe it's a much better fit for a Global company of our size. We're just …
Chose OneStream
OneStream is a much more sophisticated solution that allows much more customization and control over your system. Also, having the various MarketPlace solutions to add to your system makes the possibilities endless. These solutions are also seamlessly integrated whereas other …
Planful
Chose Planful
They all have pretty similar functionality, I liked Planful because it was all cloud-based and we didn't have to buy a bunch of hardware. Spotlight dynamic planning I felt was the most versatile available at the time, not sure if it still is, and I liked the idea of building …
Chose Planful
We've evaluated some other tools, [Planful (formerly Host Analytics)] is what we've stuck with.
Top Pros
Top Cons
Features
OneStreamPlanful
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
OneStream
8.6
31 Ratings
8% above category average
Planful
6.5
35 Ratings
20% below category average
Pixel Perfect reports8.025 Ratings6.616 Ratings
Customizable dashboards8.831 Ratings6.631 Ratings
Report Formatting Templates9.029 Ratings6.328 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
OneStream
7.5
41 Ratings
10% below category average
Planful
7.3
62 Ratings
12% below category average
Drill-down analysis7.139 Ratings7.960 Ratings
Formatting capabilities7.640 Ratings6.861 Ratings
Report sharing and collaboration7.938 Ratings7.157 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
OneStream
8.6
37 Ratings
5% above category average
Planful
6.6
50 Ratings
21% below category average
Publish to Web8.923 Ratings7.413 Ratings
Publish to PDF9.336 Ratings7.046 Ratings
Report Versioning8.231 Ratings5.330 Ratings
Report Delivery Scheduling8.236 Ratings6.833 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
OneStream
7.6
33 Ratings
0% below category average
Planful
6.4
24 Ratings
18% below category average
Pre-built visualization formats (heatmaps, scatter plots etc.)7.733 Ratings6.416 Ratings
Location Analytics / Geographic Visualization7.733 Ratings00 Ratings
Predictive Analytics7.528 Ratings6.420 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
OneStream
8.9
41 Ratings
2% above category average
Planful
8.5
61 Ratings
2% below category average
Multi-User Support (named login)9.440 Ratings8.855 Ratings
Role-Based Security Model9.241 Ratings8.053 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.941 Ratings8.354 Ratings
Report-Level Access Control8.517 Ratings8.012 Ratings
Single Sign-On (SSO)8.640 Ratings9.146 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
OneStream
6.7
18 Ratings
17% below category average
Planful
7.3
27 Ratings
9% below category average
Responsive Design for Web Access7.016 Ratings7.225 Ratings
Dashboard / Report / Visualization Interactivity on Mobile6.314 Ratings7.417 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
OneStream
8.2
44 Ratings
1% below category average
Planful
7.9
109 Ratings
5% below category average
Long-term financial planning8.340 Ratings8.396 Ratings
Financial budgeting8.141 Ratings8.1108 Ratings
Forecasting8.139 Ratings7.9101 Ratings
Scenario modeling7.638 Ratings7.388 Ratings
Management reporting9.144 Ratings7.8105 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
OneStream
8.8
44 Ratings
10% above category average
Planful
6.5
81 Ratings
20% below category average
Financial data consolidation9.544 Ratings8.473 Ratings
Journal entries and reports8.342 Ratings6.756 Ratings
Multi-currency management8.341 Ratings6.549 Ratings
Intercompany Eliminations9.041 Ratings6.548 Ratings
Minority Ownership8.236 Ratings4.625 Ratings
Local and consolidated reporting9.343 Ratings6.559 Ratings
Detailed Audit Trails9.143 Ratings6.558 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
OneStream
8.6
44 Ratings
5% above category average
Planful
7.3
109 Ratings
12% below category average
Financial Statement Reporting9.244 Ratings7.592 Ratings
Management Reporting8.944 Ratings7.9102 Ratings
Excel-based Reporting7.543 Ratings7.5101 Ratings
Automated board and financial reporting8.340 Ratings6.375 Ratings
XBRL support for regulatory filing9.11 Ratings7.13 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
OneStream
8.6
40 Ratings
7% above category average
Planful
6.0
64 Ratings
29% below category average
Personalized dashboards9.240 Ratings6.956 Ratings
Color-coded scorecards8.736 Ratings6.434 Ratings
KPIs8.837 Ratings7.043 Ratings
Cost and profitability analysis8.735 Ratings6.644 Ratings
Key Performance Indicator setting8.534 Ratings6.034 Ratings
Benchmarking with external data7.529 Ratings3.18 Ratings
Integration
Comparison of Integration features of Product A and Product B
OneStream
9.1
43 Ratings
9% above category average
Planful
6.7
100 Ratings
21% below category average
Flat file integration9.643 Ratings8.272 Ratings
Excel data integration9.243 Ratings6.892 Ratings
Direct links to 3rd-party data sources8.442 Ratings5.266 Ratings
Best Alternatives
OneStreamPlanful
Small Businesses
IBM Planning Analytics
IBM Planning Analytics
Score 8.3 out of 10
IBM Planning Analytics
IBM Planning Analytics
Score 8.3 out of 10
Medium-sized Companies
Centage
Centage
Score 9.6 out of 10
Centage
Centage
Score 9.6 out of 10
Enterprises
Anaplan
Anaplan
Score 8.7 out of 10
Anaplan
Anaplan
Score 8.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
OneStreamPlanful
Likelihood to Recommend
9.4
(45 ratings)
8.0
(118 ratings)
Likelihood to Renew
8.6
(5 ratings)
8.3
(18 ratings)
Usability
8.2
(3 ratings)
8.2
(17 ratings)
Availability
-
(0 ratings)
8.2
(4 ratings)
Performance
-
(0 ratings)
7.7
(2 ratings)
Support Rating
7.7
(4 ratings)
7.7
(18 ratings)
In-Person Training
-
(0 ratings)
6.4
(2 ratings)
Online Training
6.4
(1 ratings)
8.6
(2 ratings)
Implementation Rating
-
(0 ratings)
2.3
(7 ratings)
Configurability
-
(0 ratings)
8.2
(2 ratings)
Ease of integration
-
(0 ratings)
5.5
(1 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Vendor post-sale
-
(0 ratings)
7.7
(3 ratings)
Vendor pre-sale
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
OneStreamPlanful
Likelihood to Recommend
OneStream Software LLC
Financial Planning / Forecasting, People Planning, and Financial Close and Consolidation are well suite while we are still evaluating GL Account Reconciliations and other solutions available via the Solution Exchange. Overall, we believe OneStream is going to allow us to "get out of excel" and perform Global Consolidation in the system
Read full review
Planful
Planful makes it very easy to roll forward forecasts and conduct scenario analyses. I'm also a big fan of their reporting and how easy it is to distribute a report burst to satisfy all the needs and questions of our SLT. Lastly, their latest developments in the AI space make it easy to quickly identify outlier projections.
Read full review
Pros
OneStream Software LLC
  • Consolidation of Group Results across 600 Entities
  • Flexibility of Reporting through Dashboard Reporting Suite and Excel Interface
  • Ability to create Bespoke Models for specific requirements. (Ifrs15/16/BC/DC/Payroll, Covenance Reporting, etc.)
  • Singular Cube for One source of the Truth
  • Customisable Maintenance Platform to facilitate high growth strategy
Read full review
Planful
  • Creating forecasts for the month, quarter, and year
  • Creating new variables by using variables pre-defined and that are new in the system
  • Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
Read full review
Cons
OneStream Software LLC
  • Journal copy feature would be good to have
  • The Excel Add in is limited to only one application. Would be good to have the ability to pull from say Dev and Prod so side by side comparisons could be done
  • Better interface to handle metadata changes
Read full review
Planful
  • Multiple currency calculations/ consolidations support IFRS accounting
  • Ability to inactivate old data dimensions
  • Reporting - Need ability to expand all/collapse all lines easily
  • Reporting - Formula exceptions added to a report do not update when information is revised.
  • Automatic Sandbox refreshes initiated by Planful - When Planful does an automatic refresh of the sandbox environment, it copies any Boomi/integration connections.
  • Limited to 8 data dimensions in core application
  • Add more API connectors to make data integration easier
  • ability to transfer sandbox tests to production environment
Read full review
Likelihood to Renew
OneStream Software LLC
Currently we are using OneStream with people 80 - 100 to load the PL, BS , Forecast budget and People Planning. OneStream give us more visibility on trend and way forward thinking. Thanks to OneStream for the tool which helps the business in growing way. Thinking of innovation OneStream is right path.
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Planful
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.
Read full review
Usability
OneStream Software LLC
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.
Read full review
Planful
Planful is very easy to use for end users. The budget templates can be customized to meet the business needs. They just released business user experience functionality which you to take a complicated budget template and filter it down to meet departmental needs to avoid sending more lines than needed
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Reliability and Availability
OneStream Software LLC
No answers on this topic
Planful
I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
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Performance
OneStream Software LLC
No answers on this topic
Planful
Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
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Support Rating
OneStream Software LLC
OneStream support is focused on the infrastructure. Which means mainly when there issues with accessing to the system, they will be able to help. When the question is to much leaning towards functional it really becomes billable. The other issue is that the response time is not optimal. There is a lot of pingpong of messages and the time between the message can sometimes be long. Sometimes this result into a simple ticket to be taking days before it is closed.
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Planful
Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
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In-Person Training
OneStream Software LLC
No answers on this topic
Planful
We got little training on the tool after implementation. Did a lot of "trial by fire" learning about Planful. I don't think RSM really provided us all the details we needed to understand the tool and to know what we needed to train on. I don't know we knew enough about the tool to even ask the right questions and then they left and we used Planful support a lot.
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Online Training
OneStream Software LLC
onestream offers a range of training. I have attended a number of trainings. During the trainings a vast amount of information is discussed. The trainings also include exercises. The speed of the training is pretty high. When reviewing the training material afterwards, I found that the material is not complete as reference as it relies also very much on the verbal explanation and elaboration.
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Planful
A few years ago I participated in a lot of their online learning. Their references have grown over the years and continue to get better and better. We use it throughout the year to update the information we hold internally for documentation and to educate ourselves on all of the new release notes and features within Planful.
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Implementation Rating
OneStream Software LLC
No answers on this topic
Planful
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.
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Alternatives Considered
OneStream Software LLC
OneStream is the overall clear winner against HFM. There are a few things HFM does better (a couple things in Smart View), but it just doesn't have as much capability. The single, integrated platform that OneStream is provides a massive upgrade from HFM.
Read full review
Planful
Planful seems to do a better job of pulling things in a format that is more understandable to an accounting-minded person, whereas the other platforms seem more focused on operations. From a detail perspective, Planful provides more powerful and complete data, in my experience. When using a platform for financial planning and budgeting, the details are critical and the ability to match the GL structure and pull full P&L data has been a big improvement from Qlik, which we used previously.
Read full review
Scalability
OneStream Software LLC
No answers on this topic
Planful
I give this rating simply because I have first-hand knowledge of the scalability of Planful when working across departments in our company that use different financial systems. We have one team on InEight and another using SAP. When we implemented it, we only customized the system to accommodate one of these financial platforms, but when we considered expanding the use of Planful to other departments, we were able to make the necessary adjustments to accommodate our needs.
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Return on Investment
OneStream Software LLC
  • 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.
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Planful
  • We have saved a large amount of time on reports that we previously manually compiled in Excel via MS Dynamics. Planful was linked to Dynamics through automatically scheduled DLR's, reports were created, and now our manual processes are as simple as accessing and refreshing a report.
  • Dashboards have improved our budgeting process specifically with our production leaders as they can visualize their P&L's, their current actuals, current budget, and see where they are forecasting with their proposed budget for the next year
  • With the use of templates, structured planning, and the Simulation Engine, it has added a lot of value and automation to our annual budget process, allowing for plug-and-play type data loading and viewing various scenarios easily
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ScreenShots

OneStream Screenshots

Screenshot of OneStream DashboardScreenshot of Profitability AnalysisScreenshot of Product and Customer ProfitabilityScreenshot of Account ReconciliationsScreenshot of Cash PlanningScreenshot of Financial Signaling

Planful Screenshots

Screenshot of Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of Capacity Planning TemplateScreenshot of Integrations