Overview
What is OneStream?
OneStream Software provides a finance platform that aims to reduce the complexity of financial operations. OneStream™ supports finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single, extensible solution.…
Great Financial Reporting tool
OneStream Empowering Financial Excellence
OneStream is a winner EPM platform!
OneStream - One Stop shop for Finance Solutions
OneStream is CPM platform with a wide range of possibilities
I highly recommend OneStream!
OneStream Wonders
TrustRadius Insights
OneStream is the next-gen consolidation tool
CPM of the future is here today!
One-Stop Solution for all your reporting requirements
Digital Transformation with OneStream
Review of OneStream XF Platform
OneStream, the platform you are looking for
OneSteam is the way to go when it comes to EPM
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Financial data consolidation (32)9.898%
- Management reporting (32)9.292%
- Management Reporting (32)9.292%
- Financial Statement Reporting (32)9.292%
Reviewer Pros & Cons
Pricing
What is OneStream?
OneStream Software provides a finance platform that aims to reduce the complexity of financial operations. OneStream™ supports finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single,…
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Features
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
- 8.2Pixel Perfect reports(17) Ratings
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
- 8.7Customizable dashboards(21) Ratings
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
- 9Report Formatting Templates(19) Ratings
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
- 7.9Drill-down analysis(28) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
- 8.4Formatting capabilities(29) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
- 8.8Report sharing and collaboration(28) Ratings
Report sharing and collaboration is the ability to easily share reports with others.
Report Output and Scheduling
Ability to schedule and manager report output.
- 7.5Publish to Web(17) Ratings
- 9.4Publish to PDF(26) Ratings
- 7.7Report Versioning(22) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
- 7.8Report Delivery Scheduling(26) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
Data Discovery and Visualization
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
- 8Pre-built visualization formats (heatmaps, scatter plots etc.)(24) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
- 8.6Location Analytics / Geographic Visualization(24) Ratings
Location analytics is the visualization of geographical or spatial data.
- 8.3Predictive Analytics(19) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.
Access Control and Security
Access control means being able to determine who has access to which data.
- 9.4Multi-User Support (named login)(29) Ratings
Named model access means that users have access based on name and password.
- 9.2Role-Based Security Model(29) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
- 9Multiple Access Permission Levels (Create, Read, Delete)(29) Ratings
Multiple access permission levels means that different levels of users have different rights.
- 8.2Report-Level Access Control(6) Ratings
Report-level access control means that the type of report determines who has access to it.
- 9.9Single Sign-On (SSO)(28) Ratings
Allows users to use one set of login credentials to access multiple applications
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
- 7.5Responsive Design for Web Access(12) Ratings
Web design aimed at producing easy-to-read sites across a range of different devices.
- 6.9Dashboard / Report / Visualization Interactivity on Mobile(11) Ratings
In-app dashboard reports and data visualization.
Budgeting, Planning, and Forecasting
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
- 8.2Long-term financial planning(30) Ratings
3-5 year financial plan with cashflow.
- 8Financial budgeting(30) Ratings
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
- 7.7Forecasting(29) Ratings
Combining actuals and budgets, rolling forecasts, driver-based models.
- 7.5Scenario modeling(28) Ratings
Financial or operational modeling of alternate future states and planning for each.
- 9.2Management reporting(32) Ratings
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Consolidation and Close
Consolidation of data from multiple entities with currency management, reporting and audit trails.
- 9.8Financial data consolidation(32) Ratings
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
- 8.4Journal entries and reports(30) Ratings
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
- 8.9Multi-currency management(30) Ratings
Ability to handle foreign currency conversions during consolidation.
- 9.3Intercompany Eliminations(30) Ratings
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
- 8.9Minority Ownership(25) Ratings
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
- 9.5Local and consolidated reporting(31) Ratings
Ability to report against individual business entities and the consolidated umbrella entity.
- 9Detailed Audit Trails(31) Ratings
Tracing changes to data and processes that were run.
Financial Reporting and Compliance
Financial statements and regulatory filings
- 9.2Financial Statement Reporting(32) Ratings
Creation and production of balance sheets, income statements, cash flows, other schedules
- 9.2Management Reporting(32) Ratings
Tools facilitating creation of internal ad hoc or standard reports.
- 8.6Excel-based Reporting(31) Ratings
Ad hoc or formatted reports using MS Excel.
- 8.3Automated board and financial reporting(31) Ratings
Tools to help automate creation of regulatory reports such as SEC filings and board books.
- 9.1XBRL support for regulatory filing(1) Ratings
Support for the XBRL standard reporting format for exchanging financial data.
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 9.3Personalized dashboards(30) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 8.9Color-coded scorecards(26) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 8.7KPIs(27) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 8.8Cost and profitability analysis(26) Ratings
Cost and profitability analysis provides data for business decision making.
- 8.3Key Performance Indicator setting(25) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 8.6Benchmarking with external data(21) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Integration
Ability to integrate with external applications.
- 10Flat file integration(31) Ratings
Integration of flat files like text documents and comma separated files
- 9.3Excel data integration(31) Ratings
Ability to integrate directly with Excel data.
- 8.9Direct links to 3rd-party data sources(31) Ratings
Integration with external applications like ERP, CRM, HCM
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is OneStream?
OneStream Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
BI Standard Reporting Features
- Supported: Pixel Perfect reports
- Supported: Customizable dashboards
- Supported: Report Formatting Templates
Ad-hoc Reporting Features
- Supported: Drill-down analysis
- Supported: Formatting capabilities
- Supported: Predictive modeling
- Supported: Report sharing and collaboration
Report Output and Scheduling Features
- Supported: Publish to Web
- Supported: Publish to PDF
- Supported: Report Versioning
- Supported: Report Delivery Scheduling
Data Discovery and Visualization Features
- Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
- Supported: Location Analytics / Geographic Visualization
- Supported: Predictive Analytics
- Supported: Support for Machine Learning models
Access Control and Security Features
- Supported: Multi-User Support (named login)
- Supported: Role-Based Security Model
- Supported: Multiple Access Permission Levels (Create, Read, Delete)
- Supported: Report-Level Access Control
- Supported: Table-Level Access Control (BI-layer)
- Supported: Field-Level Access Control (BI-layer)
- Supported: Single Sign-On (SSO)
Mobile Capabilities Features
- Supported: Responsive Design for Web Access
- Supported: Dashboard / Report / Visualization Interactivity on Mobile
Additional Features
- Supported: Account Reconciliations
- Supported: Disclosure Management
- Supported: Transaction Matching
- Supported: People Planning
- Supported: Capital Planning
- Supported: Sales Planning
- Supported: Profitability Analysis
OneStream Screenshots
OneStream Video
OneStream Integrations
OneStream Competitors
OneStream Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows |
Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
Supported Countries | Americas, EMEA, South Africa, APAC |
Frequently Asked Questions
OneStream Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 0% |
Enterprises (more than 500 employees) | 100% |
Comparisons
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Reviews and Ratings
(57)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
OneStream is a versatile software solution that has been utilized by multinational electronics manufacturers, allowing them to streamline their Balance Sheet Accounts Reconciliation Process. With over 1500 users and 50,000 accounts, OneStream has effectively addressed the challenges associated with the previous manual approach, including disintegrated processes, lack of standardization, and a consolidated list of action items. This software also serves as a budgeting and forecasting solution, enabling better tracking of utilization, billing rates, customer work, and financial impact. By loading data weekly and providing clear visualization of time allocation across customers and resources, OneStream facilitates informed decision-making and analysis capabilities for senior management through monthly reports. The software's continuous improvement through regular feature updates sets it apart from competitors in terms of functionality. CEOs and executives find OneStream valuable in gaining a comprehensive understanding of various fields such as accounting, sales, and collections, leading to quicker and more efficient decision-making. Moreover, OneStream's versatility extends beyond finance and accounting departments with its detailed reporting capabilities that cater to operational needs while also offering marketplace solutions for other business problems. With its scalability and ability to handle growth, OneStream proves to be an invaluable tool for companies of varying sizes and industries including manufacturing, oil & gas, healthcare, and retail. By reducing cycle times and serving as a single source of truth for financial planning and people planning, it saves customers time and money on a monthly basis.
Time-saving Account Reconciliation: Several users have found OneStream's Account Reconciliation solution to be a significant time-saver compared to navigating through spreadsheets. They appreciate being able to see an overview of their reconciliations, which allows them to consolidate data from integrated source systems at a detailed transactional level.
Native Dashboarding Capabilities: Users are impressed by the native dashboarding capabilities of OneStream. They are able to replace their standalone BI tool with dashboards within the platform, streamlining their reporting and providing them with great reports and visualizations.
Easy Data Integration: Many users highlight the easy data integration capabilities of OneStream. They find it convenient to import data from simple CSV files to more complex data sources using API, SQL, etc., making it seamless to bring in data from multiple sources.
Confusing User Interface: Some users have found that the user interface of OneStream is not intuitive, resulting in difficulty learning and using the software effectively. The lack of clear navigation or organization within the interface has been a common complaint among users.
Reliance on Microsoft Technology: Several reviewers have expressed frustration with OneStream's reliance on Microsoft technology. They have encountered compatibility issues with different versions of Microsoft products and limitations imposed by specific browsers, which hindered their overall experience with the software.
Lack of Keyboard Shortcuts: Many users have highlighted a significant drawback regarding OneStream's lack of keyboard shortcuts. This absence slows down their workflow considerably as they are unable to quickly execute commands or perform actions through efficient key combinations. Users believe that incorporating keyboard shortcuts would greatly enhance their productivity while using the software.
When considering the desired scope of functionality, users recommend engaging an implementation consultant and contacting peers on the client reference list for further assistance. Users find the software to be a great tool and are proud of their decision to use it. They advise utilizing the available tutorials for additional support and recommend taking the time to thoroughly analyze all aspects of the software. It is also recommended to settle internal discussions before starting the implementation process. Users find OneStream XF targeted towards finance professionals and highlight the importance of exploring the OneStream XF marketplace for additional solutions. The software is described as a fast and reliable platform that provides agility and flexibility for obtaining homogeneous information. Users find OneStream XF to be an incredible tool that can save time for consolidations, financial reporting, planning, and more. To ensure proper setup and organization of the application, it is suggested to use OneStream personnel and service providers during the initial design and implementation.
Attribute Ratings
Reviews
(1-25 of 32)OneStream true enterprise wide performance management
The business need we address with OneStream is to create a full stack of performance management reports where reported numbers align with the financial management reporting structure and various angles can be created in a consistent manner and additional dimensions can be added to the reported data for the right business insights.
The scope of our use case is full management performance reporting, integrated with our financial planning as well as our operational business planning and supply chain processes.
- Share reporting dimension hierarchies across reporting processes
- extend dimensions as needed to the requirements of individual processes
- provide prebuilt, downloadable solutions allowing for quick time to market of reporting solutions
- extend reporting beyond traditional financial reporting processes to create in depth business insights
- Provide some more prebuilt dashboards that serve as reference examples for specific topics, to allow users to gain an idea of all that is possible
- Provide some clear cut explanations to explain some of the standard concepts, to allow companies that start their implementation to gain a quick understanding of how things work
Great Financial Reporting tool
- Consolidations
- Ease of use
- Reporting
- Driver based forecasting
- User Interface
- Excel Add in
OneStream Empowering Financial Excellence
So far, OneStream has improved are close process timeline, increased reporting visibility, and is very user friendly.
- As a global company, we have multiple source systems that are used for financials. OneStream allows us to bring in the financial data from source to a consolidated view for reporting.
- Ability to blend financial data with operational data.
- Reporting and analysis. Ability to create a wide range of reports. From standard cube views to intricate dashboards to extensible documents that works with Microsoft Office.
- The only issues we've experienced are directly with the business end and not with OneStream's capabilities.
- I would like more advanced learning possibilities.
OneStream is a winner EPM platform!
- Flexibility
- Consolidation
- Documentation of all the abilities
OneStream - One Stop shop for Finance Solutions
- Some Standard Reports are too good, which can be easily customized and fulfills the Audit needs.
- Integration with Excel and Spread sheet component is the best feature, where in you can create dashboards in Excel as well. for Excel lovers it's nice.
- Consolidation of the data is it's great strength, then comes the XF extensibility.
- Metadata Upload functionality for one time is nice but if we need to modify and re-upload the same month on month, it's very difficult and needs definitely improvement.
- Navigation between the tabs is not available which should be there, if a user wants to compare the data for 2 dashboards, it's not possible
- Drill down feature is nice, but of no use, since to get the source data, we need to click multiple clicks and that too complete information at any point of time cannot be downloaded in an excel or a csv.
- Work Flow Rename Hierarchy is not available , which can lead in SOX compliance issues.
- While uploading the files in File Explorer, Multi upload files are not possible via User Interface, so practically to use that feature is a big challenge.
- Financial Consolidation
- Calculations using business rules
- Workflow
- Reporting and disclosures
- Data Interfaces
- Audit trail
- More/better excel functionalities
- Better helpdesk support
- Visualisation (e.g. graphs, charts)
- Reporting layouts
I highly recommend OneStream!
- budgeting
- dashboarding
- financial reporting
- documentation
- better dashboard visuals similar to PowerBI
- more blogs, youtube videos, and other resources
OneStream Wonders
- Accounting Managment
- Forecast
- Budget
- BI
- Scenario Based Analysis
- Capex track
- Management adjustment
- Need to link on excel based macros
- Tableau supporting
- Pagination issue
- xfget formula examples
- Pre template of Excel to get meta data
OneStream is the next-gen consolidation tool
- Consolidate
- Flexibility
- User interface
- Some documentation is out of date
For smaller companies, I think OneStream is probably a bit overkill and overwhelming. Also dashboards are nice, but not as beautiful as PowerBI.
CPM of the future is here today!
- Consolidates complex entity hierarchies
- Calculates forecasts with many drivers
- Some improvements on documentation would be helpful.
- The ability to use keyboard shortcuts is severely lacking.
One-Stop Solution for all your reporting requirements
- Flexibility to meet client's requirements
- Transformation Rules
- Data connectors
- Customized Confirmation Rules
- Dashboards
- APIs
- Admin Privileges
Moreover, with single license clients can use multiple applications like FS close, matching modules as plug and play with minimal configurations.
Digital Transformation with OneStream
- Integrating multiple sources
- End user process
- Custom made calculations
- Disclosure Management
- Standard Calculations
Review of OneStream XF Platform
- Workflows for capturing source data, Import, Forms or Journals
- Reporting - Dashboard reports with visuals
- Account reconcilation
- Analytic blend
- Extensibility across multiple scenarios or charts of accounts
- More intuative links to connect the application to
- Easier way to connect to other applications
- Metadata change tool to review changes
OneStream, the platform you are looking for
- Consolidation
- Reporting
- User friendliness
- Dashboarding can be made more easy (more drag and drop)
OneSteam is the way to go when it comes to EPM
When a customer says, can OneStream do x and y, the answer in most cases is yes.
- Single product that does multiple tasks. No need to buy multiple products.
- Great support.
- Good consolidation engine built in.
- Extensibility
- net and C# based. Easy to write a range of simple to complex business rules.
- Dashboarding
- PDF reporting
- Data Integration capable of importing data from simple csv files to importing data from source systems using API/SQL/etc.
- Dashboarding can be made easier.
- Latest client and Excel addin is not compatible with previous versions.
- OneStream has the same cube limitations that exist in other products.
With the free bolt on solutions that are provided in the Market Place, you definitely get good value for money.
OneStream is the go to Software!
- Budgeting & Forecasting
- Reporting
- People Planning
- Consolidations
- There are some functions that could be added to help with reporting with collapsibility options per row and not just the whole report
- Better examples of common codes and XFBR strings
- Customer support communication could be a little better
A Single Source of Truth for CPM
- budgeting
- financial consolidation
- reporting
- operational analytics
- dashboarding
- pricing
- integrations
- communication
OneStream
- Drill Back and Drill Down
- Audit Log enabled
- Market Place solutions
- Workflows and Dashboards
- Dimension Limit
- Dashboard complexity
- lot of interlinked options
The Best of All Finance Department Needs
- Consolidations
- Reporting
- Planning/Budget
- Forecast
- Ease of security
- More customized formatting of reports
ONESTREAM HAS MADE MY WORK EASIER.
- Data presentation
- Consolidation
- Inventory
- I´d like to use it on my cellphone.
- I´d like to use it on my Ipad.
- Automization could be improved.
Get the Only True Single Platform With OneStream
- With OneStream’s Account Reconciliation solution, the finance team can now see an overview of their reconciliations which saved a significant amount of time as compared to navigating through spreadsheets.
- OneStream allows much detailed transactional level data (with millions of transactions) from integrated source systems to be consolidated right up to the highest level with drill-down capabilities providing a detailed audit trail as well as full transparency across the organizational hierarchy. This was the biggest benefit as to why OneStream was the preferred choice.
- The native dashboarding capabilities allowed the company to replace their standalone BI tool with dashboards within OneStream.
- Analytical blend capabilities provided risk management and risk governance capabilities which before this was not possible for the customer.
- This is not a OneStream issue but more about an implementation approach where clarity should be there on how data needs to interact as well as a focus on user experience for faster user adoption.
Very capable out of the box
- 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.
- Better audit features on activities within the workflow.
- Would love if it functioned more like Excel (seeing calculations/formulas/inputting/short keys)
- Transaction matching is a newer feature and has room for growth
OneStream XF - Making good choices
- Consolidation tasks, both detailed and summary status of tasks for an organization performing their monthly close.
- Reporting, reports can be defined as repeatable monthly operational reports as well as on-demand/ad hoc reports. Many presentation formats are available including PowerPoint, PDF, MSWord, Excel, as well as Dashboards. Report Books can be produced as well for packaged, repeatable reports for distribution. Distribution can also be automated and distributed to various groups of users.
- Anything financial, it's a one-stop-shop where you can build anything for the office of finance. Forecasting, Budgeting, Cash planning, Revenue recognition, variance analysis, commentary collection to explain the unusual activity. And it is all fully auditable.
- 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.
Nothing is too complicated
- Consolidations - income statement, balance sheet, cash flow data automatically pulls from our ERP and consolidates for our financial reporting
- complicated calculations (if written correctly)
- Employee by employee planning/forecasting
- Would love if it functioned more like excel (seeing calcs/formulas/inputting/short keys)
- drill back function is a little complicated to implement
OneStream is a great consolidation and reporting tool
- Easy to use workflows
- Quick processing
- Great customer service
- access to more add-on items from their marketplace (they are working on this)
- more frequent minor bug fixes without full upgrade