OneStream
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Top Rated
27 Ratings
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Based on 27 reviews and ratings
1 Rating
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 9 out of 100
Based on 1 reviews and ratings
Feature Set Ratings
BI Standard Reporting
8.8
OneStream
88%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 3/3 features
OneStream ranks higher in 3/3 features
Pixel Perfect reports
8.2
82%
7 Ratings

N/A
0 Ratings
Customizable dashboards
9.4
94%
10 Ratings

N/A
0 Ratings
Report Formatting Templates
8.7
87%
9 Ratings

N/A
0 Ratings
Ad-hoc Reporting
9.3
OneStream
93%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 3/3 features
OneStream ranks higher in 3/3 features
Drill-down analysis
8.7
87%
12 Ratings

N/A
0 Ratings
Formatting capabilities
9.5
95%
13 Ratings

N/A
0 Ratings
Report sharing and collaboration
9.7
97%
13 Ratings

N/A
0 Ratings
Report Output and Scheduling
9.3
OneStream
93%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 4/4 features
OneStream ranks higher in 4/4 features
Publish to Web
7.9
79%
8 Ratings

N/A
0 Ratings
Publish to PDF
9.8
98%
11 Ratings

N/A
0 Ratings
Report Versioning
9.8
98%
10 Ratings

N/A
0 Ratings
Report Delivery Scheduling
9.8
98%
11 Ratings

N/A
0 Ratings
Data Discovery and Visualization
8.7
OneStream
87%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 3/3 features
OneStream ranks higher in 3/3 features
Pre-built visualization formats (heatmaps, scatter plots etc.)
8.9
89%
11 Ratings

N/A
0 Ratings
Location Analytics / Geographic Visualization
9.2
92%
11 Ratings

N/A
0 Ratings
Predictive Analytics
8.0
80%
9 Ratings

N/A
0 Ratings
Access Control and Security
9.7
OneStream
97%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 4/4 features
OneStream ranks higher in 4/4 features
Multi-User Support (named login)
9.6
96%
13 Ratings

N/A
0 Ratings
Role-Based Security Model
9.6
96%
13 Ratings

N/A
0 Ratings
Multiple Access Permission Levels (Create, Read, Delete)
9.6
96%
13 Ratings

N/A
0 Ratings
Single Sign-On (SSO)
9.8
98%
12 Ratings

N/A
0 Ratings
Mobile Capabilities
8.0
OneStream
80%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 2/2 features
OneStream ranks higher in 2/2 features
Responsive Design for Web Access
7.7
77%
5 Ratings

N/A
0 Ratings
Dashboard / Report / Visualization Interactivity on Mobile
8.3
83%
3 Ratings

N/A
0 Ratings
Budgeting, Planning, and Forecasting
9.0
OneStream
90%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 5/5 features
OneStream ranks higher in 5/5 features
Long-term financial planning
9.1
91%
15 Ratings

N/A
0 Ratings
Financial budgeting
9.0
90%
15 Ratings

N/A
0 Ratings
Forecasting
8.7
87%
14 Ratings

N/A
0 Ratings
Scenario modeling
8.6
86%
14 Ratings

N/A
0 Ratings
Management reporting
9.6
96%
16 Ratings

N/A
0 Ratings
Consolidation and Close
9.2
OneStream
92%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 7/7 features
OneStream ranks higher in 7/7 features
Financial data consolidation
9.8
98%
16 Ratings

N/A
0 Ratings
Journal entries and reports
9.1
91%
15 Ratings

N/A
0 Ratings
Multi-currency management
9.5
95%
16 Ratings

N/A
0 Ratings
Intercompany Eliminations
9.2
92%
15 Ratings

N/A
0 Ratings
Minority Ownership
8.1
81%
12 Ratings

N/A
0 Ratings
Local and consolidated reporting
9.4
94%
16 Ratings

N/A
0 Ratings
Detailed Audit Trails
9.0
90%
16 Ratings

N/A
0 Ratings
Financial Reporting and Compliance
9.4
OneStream
94%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 5/5 features
OneStream ranks higher in 5/5 features
Financial Statement Reporting
9.5
95%
16 Ratings

N/A
0 Ratings
Management Reporting
9.5
95%
16 Ratings

N/A
0 Ratings
Excel-based Reporting
9.8
98%
16 Ratings

N/A
0 Ratings
Automated board and financial reporting
9.3
93%
15 Ratings

N/A
0 Ratings
XBRL support for regulatory filing
9.1
91%
1 Rating

N/A
0 Ratings
Analytics and Reporting
9.3
OneStream
93%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 6/6 features
OneStream ranks higher in 6/6 features
Personalized dashboards
9.4
94%
15 Ratings

N/A
0 Ratings
Color-coded scorecards
9.0
90%
13 Ratings

N/A
0 Ratings
KPIs
9.4
94%
13 Ratings

N/A
0 Ratings
Cost and profitability analysis
9.5
95%
13 Ratings

N/A
0 Ratings
Key Performance Indicator setting
9.3
93%
13 Ratings

N/A
0 Ratings
Benchmarking with external data
9.3
93%
12 Ratings

N/A
0 Ratings
Integration
9.7
OneStream
97%

OneSumX
Feature Set Not Supported
N/A
OneStream ranks higher in 3/3 features
OneStream ranks higher in 3/3 features
Flat file integration
9.8
98%
16 Ratings

N/A
0 Ratings
Excel data integration
9.8
98%
16 Ratings

N/A
0 Ratings
Direct links to 3rd-party data sources
9.4
94%
16 Ratings

N/A
0 Ratings
Governance, Risk & Compliance
OneStream
Feature Set Not Supported
N/A

9.0
OneSumX
90%
Wolters Kluwer OneSumX ranks higher in 5/5 features
Wolters Kluwer OneSumX ranks higher in 5/5 features
Common repository of GRC items
N/A
0 Ratings

9.0
90%
1 Rating
Risk management
N/A
0 Ratings

10.0
100%
1 Rating
Integration with Corporate Performance Management (CPM) systems
N/A
0 Ratings

8.0
80%
1 Rating
GRC policy management
N/A
0 Ratings

9.0
90%
1 Rating
Incident management
N/A
0 Ratings

9.0
90%
1 Rating
Attribute Ratings
- OneStream is rated higher in 1 area: Likelihood to Recommend
Likelihood to Recommend
9.6
OneStream
96%
16 Ratings

9.0
OneSumX
90%
1 Rating
Usability
8.0
OneStream
80%
1 Rating

OneSumX
N/A
0 Ratings
Support Rating
10.0
OneStream
100%
1 Rating

OneSumX
N/A
0 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.
Managing Director APAC
AMCO SolutionsInformation Technology & Services, 51-200 employees
OneSumX
Wolters Kluwer OneSumX is a perfect fit for almost all financial risk management needs. More to running financial risk analytics to help you keep an eye out on any possible financial risk, it offers outstanding functionalities in entire business regulatory analytics and reporting to help you run your business within its regulatory compliance.
National Key Account Manager- Fleet Sales
IVECO ESPAÑAAutomotive, 10,001+ employees
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.
Process Executive - Risk Management & Position Reporting
BungeFood Production, 10,001+ employees
OneSumX
- It is easy to run various scenario analyses and stress testing on various financial activities in order to get useful metrics about possible financial risks.
- It allows one to easily and fast process even huge amounts of data thus saving time and resources spent performing these activities.
- It is flexible and easy to customize in order to fit your working criteria so as to best meet your financial risk management needs.
- It is easy to have a full review of the entire balance sheet for easy data modelling.
National Key Account Manager- Fleet Sales
IVECO ESPAÑAAutomotive, 10,001+ employees
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.
Senior Director
Archetype ConsultingInformation Technology & Services, 51-200 employees
OneSumX
- The price of the payment packages is a little bit high and this means it is not suitable for use by small-scaled businesses.
- It has a wider range of features whose usage needs some time to train and master. This consumes extra resources and time.
National Key Account Manager- Fleet Sales
IVECO ESPAÑAAutomotive, 10,001+ employees
Pricing Details
OneStream
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Starting Price
—OneSumX
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—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.
Senior Analyst – Tax Technologies
VictaulicMechanical Or Industrial Engineering, 1001-5000 employees
OneSumX
No score
No answers yet
No answers on this topic
Support Rating
OneStream
OneStream 10.0
Based on 1 answer
OneStream is extremely responsive with support.
Senior Analyst – Tax Technologies
VictaulicMechanical Or Industrial Engineering, 1001-5000 employees
OneSumX
No score
No answers yet
No answers on this topic
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.
Senior Partner
MindStream AnalyticsComputer Software, 11-50 employees
OneSumX
Everything about Wolters Kluwer OneSumX stands out when compared to other similar products. Talk of its well-organized interface and dashboard, the number and quality of financial risk management features all the way to the quality of the support offered by the support team. Its ease of deployment is another standalone factor.
National Key Account Manager- Fleet Sales
IVECO ESPAÑAAutomotive, 10,001+ employees
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.
Managing Director APAC
AMCO SolutionsInformation Technology & Services, 51-200 employees
OneSumX
- It has helped us to streamline our financial risk management experience such that we are able to detect possible financial risks in good time and deal with them accordingly.
- It has helped us to generate accurate and transparent regulatory reports that
- guides us in ensure regulatory compliance is met.
- It has allowed us to run analyses on our financial processes based on different scenarios in order to detect possible financial risk threats.
National Key Account Manager- Fleet Sales
IVECO ESPAÑAAutomotive, 10,001+ employees