OneStream vs Planful

• 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.

Read full review

• 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.

Read full review

• 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.

Read full review

• 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.

Read full review

• 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.

Read full review

• 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.

Read full review