What users are saying about
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Top Rated
27 Ratings
1 Rating

OneStream

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Top Rated
27 Ratings
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Score 9.3 out of 100
1 Rating
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Score 9 out of 100

Feature Set Ratings

    BI Standard Reporting

    8.8

    OneStream

    88%

    OneSumX

    Feature Set Not Supported
    N/A
    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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.
    Darshana Sanghavi | TrustRadius Reviewer

    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.
    Mariana Jones | 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

    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.
    Mariana Jones | 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

    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.
    Mariana Jones | TrustRadius Reviewer

    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.
    Jonathan Derkits | TrustRadius Reviewer

    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.
    Jonathan Derkits | TrustRadius Reviewer

    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.
    Andy Jorgensen | TrustRadius Reviewer

    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.
    Mariana Jones | 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

    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.
    Mariana Jones | TrustRadius Reviewer

    Screenshots

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