Overview
What is OneStream?
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…
OneStream Review
Statutory, Management and Regulatory reporting
How OneStream can solve your Consolidation and Foreasting needs
The Future of EPM is here!
OneStream Rocks
OneStream made planning and reporting efficient
- Consolidation of 8 international subsidiaries, based on SAP R/3 local data.
- Monthly detailed financial forecast …
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OneStream
Fantastic all-in-one tool
OneStream Review
OneStream Review
The ever growing attraction and love for OneStream
OneStream true enterprise wide performance management
Great Financial Reporting tool
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Popular Features
- Financial data consolidation (44)9.595%
- Financial Statement Reporting (44)9.292%
- Management reporting (44)9.191%
- Management Reporting (44)8.989%
Reviewer Pros & Cons
Pricing
What is OneStream?
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…
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Features
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
- 8.1Pixel Perfect reports(25) Ratings
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
- 8.8Customizable dashboards(31) Ratings
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
- 9Report Formatting Templates(29) Ratings
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
- 7.2Drill-down analysis(39) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
- 7.6Formatting capabilities(40) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
- 7.9Report sharing and collaboration(38) 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.
- 8.9Publish to Web(23) Ratings
- 9.3Publish to PDF(36) Ratings
- 8.2Report Versioning(31) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
- 8.2Report Delivery Scheduling(36) 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.
- 7.7Pre-built visualization formats (heatmaps, scatter plots etc.)(33) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
- 7.7Location Analytics / Geographic Visualization(33) Ratings
Location analytics is the visualization of geographical or spatial data.
- 7.5Predictive Analytics(28) 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)(40) Ratings
Named model access means that users have access based on name and password.
- 9.2Role-Based Security Model(41) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
- 8.9Multiple Access Permission Levels (Create, Read, Delete)(41) Ratings
Multiple access permission levels means that different levels of users have different rights.
- 8.5Report-Level Access Control(17) Ratings
Report-level access control means that the type of report determines who has access to it.
- 8.6Single Sign-On (SSO)(40) Ratings
Allows users to use one set of login credentials to access multiple applications
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
- 7.1Responsive Design for Web Access(16) Ratings
Web design aimed at producing easy-to-read sites across a range of different devices.
- 6.4Dashboard / Report / Visualization Interactivity on Mobile(14) 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
- 8.3Long-term financial planning(40) Ratings
3-5 year financial plan with cashflow.
- 8.2Financial budgeting(41) Ratings
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
- 8.1Forecasting(39) Ratings
Combining actuals and budgets, rolling forecasts, driver-based models.
- 7.6Scenario modeling(38) Ratings
Financial or operational modeling of alternate future states and planning for each.
- 9.1Management reporting(44) 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.
- 9.5Financial data consolidation(44) Ratings
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
- 8.3Journal entries and reports(42) Ratings
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
- 8.4Multi-currency management(41) Ratings
Ability to handle foreign currency conversions during consolidation.
- 9.1Intercompany Eliminations(41) Ratings
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
- 8.3Minority Ownership(36) Ratings
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
- 9.3Local and consolidated reporting(43) Ratings
Ability to report against individual business entities and the consolidated umbrella entity.
- 9.1Detailed Audit Trails(43) Ratings
Tracing changes to data and processes that were run.
Financial Reporting and Compliance
Financial statements and regulatory filings
- 9.2Financial Statement Reporting(44) Ratings
Creation and production of balance sheets, income statements, cash flows, other schedules
- 8.9Management Reporting(44) Ratings
Tools facilitating creation of internal ad hoc or standard reports.
- 7.6Excel-based Reporting(43) Ratings
Ad hoc or formatted reports using MS Excel.
- 8.3Automated board and financial reporting(40) 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
- 9.2Personalized dashboards(40) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 8.7Color-coded scorecards(36) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 8.8KPIs(37) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 8.7Cost and profitability analysis(35) Ratings
Cost and profitability analysis provides data for business decision making.
- 8.5Key Performance Indicator setting(34) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 7.6Benchmarking with external data(29) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Integration
Ability to integrate with external applications.
- 9.7Flat file integration(43) Ratings
Integration of flat files like text documents and comma separated files
- 9.2Excel data integration(43) Ratings
Ability to integrate directly with Excel data.
- 8.5Direct links to 3rd-party data sources(42) Ratings
Integration with external applications like ERP, CRM, HCM
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is OneStream?
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 Digital Finance Cloud unifies key financial and operational data and processes, embeds AI for faster and better planning and forecasting, and is extensible so customers can add new utility and achieve more value as their business needs evolve.
OneStream is an independent software company backed by private equity investors KKR, Tidemark, Partners Fund Capital and Alkeon Capital Management. Their operating system for modern Finance digitizes core financial functions to empower the CFO to become a critical driver of business strategy.
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
(70)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
(1-5 of 5)OneStream Review
- 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
- Automated Calculation/Aggregation in Budgeting Applications
- Maintenance of Solutions across Production and Development Environments
- More Flexibility in the way workflows are implemented in Models
Where users require the flexibility of both custom reporting through Excel and structured reporting packs built in System where a singular source of the truth is a requirement.
As a tool for consolidating Global Budgeting and Planning Requirements and facilitating a fully fledged Income Statement to Cashflow Forecast with Intercompany activity.
It is probably less appropriate as a standard transactional Operational Forecasting tool but through Machine Learning functions these capabilities can easily be covered.
- Long-term financial planning
- 100%10.0
- Financial budgeting
- 80%8.0
- Forecasting
- 80%8.0
- Scenario modeling
- 80%8.0
- Management reporting
- 100%10.0
- Financial data consolidation
- 100%10.0
- Journal entries and reports
- 100%10.0
- Multi-currency management
- 100%10.0
- Intercompany Eliminations
- 100%10.0
- Minority Ownership
- 100%10.0
- Local and consolidated reporting
- 100%10.0
- Detailed Audit Trails
- 100%10.0
- Financial Statement Reporting
- 100%10.0
- Management Reporting
- 100%10.0
- Excel-based Reporting
- 100%10.0
- Automated board and financial reporting
- 100%10.0
- Personalized dashboards
- 100%10.0
- Color-coded scorecards
- 80%8.0
- KPIs
- 100%10.0
- Cost and profitability analysis
- 100%10.0
- Key Performance Indicator setting
- 100%10.0
- Benchmarking with external data
- 100%10.0
- Flat file integration
- 100%10.0
- Excel data integration
- 100%10.0
- Direct links to 3rd-party data sources
- 100%10.0
- Pixel Perfect reports
- 70%7.0
- Customizable dashboards
- 100%10.0
- Report Formatting Templates
- 100%10.0
- Drill-down analysis
- 100%10.0
- Formatting capabilities
- 80%8.0
- Report sharing and collaboration
- 100%10.0
- Publish to Web
- 50%5.0
- Publish to PDF
- 100%10.0
- Report Versioning
- 50%5.0
- Report Delivery Scheduling
- 100%10.0
- Pre-built visualization formats (heatmaps, scatter plots etc.)
- 90%9.0
- Location Analytics / Geographic Visualization
- 90%9.0
- Predictive Analytics
- 90%9.0
- Multi-User Support (named login)
- 100%10.0
- Role-Based Security Model
- 100%10.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 100%10.0
- Report-Level Access Control
- 100%10.0
- Single Sign-On (SSO)
- 100%10.0
- Responsive Design for Web Access
- 80%8.0
- Dashboard / Report / Visualization Interactivity on Mobile
- 50%5.0
- OneStream has facilitated the growth strategy of the Company, Growing from 200 entities to 600 Entities, (600 to 2500 Reporting Units) managed by a team of 3 Admin
- Month End Close has remained at 10 Days despite additional 400 entities in size with minimal change to FTE heads
As an audit trail we are able to provide a complete end to end view for both auditors and end users of calculated and imported data in the system linked all the way back to our source ledgers.
As a growth business it was critical that we had a tool that would scale up with the business without creating a system or performance burden.
All Month End Actual Submission and Budget and Forecasting Submissions are entered in OneStream.
Local Financial Teams also record all balance sheet reconciliations and supporting documentation in OneStream.
Management Reports are live and Interactive and widely used across the finance community.
1 Admin Manager/technical accountant to supervise BAU activity and oversee all Audit processes M&A Administrators to handle the ongoing M&A activity in the business - onboarding circa 15 new entities per month (400 entities between 2020 and 2023)
2 Developers with strong code writing and application design skills to cover all Model Development
1 Development Manager with advanced technical accounting and system skills to Supervise all system dev and new entity onboard
1 Team Manager to support team across all activities and project manager deliveries.
Note - there is no external 3rd party support - all activity is 100% delivered by the in house team
- Actual Month End Financial Consolidation
- Budgeting and Forecasting
- Lender Reporting
- Balance Sheet Reconciliations
- All IFRS Modelling to bring group in line with IFRS Standards (15/16/Business Combinations/Deferred Consideratinos)
- Enhancing Payroll Reporting by Individual from Workday to tie back to actual Income Statement postings in OneStream
- Share Scheme Models to facilitate the calculation of Vesting shares for new Shareholders through business acquisitions
- In the process of developing a Machine Learning Solution to facilitate an automated income by policy forecast
- ESG data capture across the group
The system has scaled up as the business has expanded with little additional resource and has facilitated us a platform to deliver 30 models across finance allowing us to expand functionality without having to invest in new tool sets.
The ever growing attraction and love for OneStream
- Consolidation
- Planning
- Eliminations
- Allocations
- Better enablement of OneStream excel addin. Every time when we have to fetch data from two different application, we have to log off from one and login to the other. This is very irritating for a developer who do unit testing.
- More free access to the learning content
- Better pricing for certification exams
- Long-term financial planning
- 60%6.0
- Financial budgeting
- 80%8.0
- Forecasting
- 80%8.0
- Scenario modeling
- 40%4.0
- Management reporting
- 80%8.0
- Financial data consolidation
- 80%8.0
- Journal entries and reports
- 70%7.0
- Multi-currency management
- 50%5.0
- Intercompany Eliminations
- 70%7.0
- Minority Ownership
- 50%5.0
- Local and consolidated reporting
- 80%8.0
- Detailed Audit Trails
- 90%9.0
- Financial Statement Reporting
- 90%9.0
- Management Reporting
- 70%7.0
- Excel-based Reporting
- 10%1.0
- Automated board and financial reporting
- 70%7.0
- Personalized dashboards
- 80%8.0
- Color-coded scorecards
- 70%7.0
- KPIs
- 80%8.0
- Cost and profitability analysis
- 70%7.0
- Key Performance Indicator setting
- 80%8.0
- Benchmarking with external data
- 30%3.0
- Flat file integration
- 80%8.0
- Excel data integration
- 80%8.0
- Direct links to 3rd-party data sources
- 50%5.0
- Pixel Perfect reports
- 80%8.0
- Customizable dashboards
- 80%8.0
- Report Formatting Templates
- 80%8.0
- Drill-down analysis
- 10%1.0
- Formatting capabilities
- 20%2.0
- Report sharing and collaboration
- 20%2.0
- Publish to Web
- 80%8.0
- Publish to PDF
- 80%8.0
- Report Versioning
- 80%8.0
- Report Delivery Scheduling
- 80%8.0
- Pre-built visualization formats (heatmaps, scatter plots etc.)
- 50%5.0
- Location Analytics / Geographic Visualization
- 50%5.0
- Predictive Analytics
- 50%5.0
- Multi-User Support (named login)
- 90%9.0
- Role-Based Security Model
- 90%9.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 80%8.0
- Report-Level Access Control
- 80%8.0
- Single Sign-On (SSO)
- 10%1.0
- Have got a number of opportunities to work with the new customers and improve our overall revenue
- Financial reporting
- Consolidation and Planning
- Better support for the financial systems
- Provide support to more user base and more customers.
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
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.
- Account Reconcillation
- Integration with External tables ( generally called as Registers )
- Standardization of the Aging Categories and other metadata.
- Long-term financial planning
- 80%8.0
- Financial budgeting
- 70%7.0
- Forecasting
- 60%6.0
- Scenario modeling
- 70%7.0
- Management reporting
- 80%8.0
- Financial data consolidation
- 90%9.0
- Journal entries and reports
- 60%6.0
- Multi-currency management
- 70%7.0
- Intercompany Eliminations
- 80%8.0
- Local and consolidated reporting
- 80%8.0
- Detailed Audit Trails
- 80%8.0
- Financial Statement Reporting
- 70%7.0
- Management Reporting
- 70%7.0
- Excel-based Reporting
- 100%10.0
- Automated board and financial reporting
- 80%8.0
- Personalized dashboards
- 90%9.0
- Color-coded scorecards
- 80%8.0
- KPIs
- 70%7.0
- Cost and profitability analysis
- 80%8.0
- Key Performance Indicator setting
- 60%6.0
- Benchmarking with external data
- 90%9.0
- Flat file integration
- 100%10.0
- Excel data integration
- 100%10.0
- Direct links to 3rd-party data sources
- 80%8.0
- Pixel Perfect reports
- 60%6.0
- Customizable dashboards
- 80%8.0
- Report Formatting Templates
- 90%9.0
- Drill-down analysis
- 40%4.0
- Formatting capabilities
- 70%7.0
- Report sharing and collaboration
- 90%9.0
- Publish to Web
- 100%10.0
- Publish to PDF
- 100%10.0
- Pre-built visualization formats (heatmaps, scatter plots etc.)
- 60%6.0
- Location Analytics / Geographic Visualization
- 80%8.0
- Predictive Analytics
- 70%7.0
- Multi-User Support (named login)
- 80%8.0
- Role-Based Security Model
- 80%8.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 80%8.0
- Report-Level Access Control
- N/AN/A
- Single Sign-On (SSO)
- 100%10.0
- Responsive Design for Web Access
- 60%6.0
- Brought compliance controls.
- standardization of meta data like aging buckets, categories.
- Consolidation of Data
- Account Recs
- Planning, Budgeting & Forecasting
- Consolidation
- Parcel Services
- Extensive use of Excel ADd in
- Mix and match of Macro's and the Quick Views.
- Implemented Account Recs along with the risk assessment tool as well.
- Machine Learning
- Parcel Services
- Bi Blend.
- 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
- platform that allows for customizations
- Workflow
- Data integration with different systems
- Consolidation
- customizability
- audit trail
- Long-term financial planning
- 90%9.0
- Financial budgeting
- 90%9.0
- Forecasting
- 80%8.0
- Scenario modeling
- 90%9.0
- Management reporting
- 90%9.0
- Financial data consolidation
- 100%10.0
- Journal entries and reports
- 90%9.0
- Multi-currency management
- 90%9.0
- Intercompany Eliminations
- 90%9.0
- Minority Ownership
- 90%9.0
- Local and consolidated reporting
- 90%9.0
- Detailed Audit Trails
- 90%9.0
- Financial Statement Reporting
- 100%10.0
- Management Reporting
- 100%10.0
- Excel-based Reporting
- 80%8.0
- Automated board and financial reporting
- 70%7.0
- Personalized dashboards
- 70%7.0
- Color-coded scorecards
- 70%7.0
- KPIs
- 90%9.0
- Cost and profitability analysis
- 80%8.0
- Key Performance Indicator setting
- 90%9.0
- Benchmarking with external data
- 70%7.0
- Flat file integration
- 90%9.0
- Excel data integration
- 90%9.0
- Direct links to 3rd-party data sources
- 90%9.0
- Pixel Perfect reports
- N/AN/A
- Customizable dashboards
- N/AN/A
- Report Formatting Templates
- N/AN/A
- Drill-down analysis
- 70%7.0
- Formatting capabilities
- 70%7.0
- Report sharing and collaboration
- 60%6.0
- Publish to Web
- 70%7.0
- Publish to PDF
- 80%8.0
- Report Versioning
- 50%5.0
- Report Delivery Scheduling
- 60%6.0
- Pre-built visualization formats (heatmaps, scatter plots etc.)
- 60%6.0
- Location Analytics / Geographic Visualization
- 60%6.0
- Predictive Analytics
- N/AN/A
- Multi-User Support (named login)
- 90%9.0
- Role-Based Security Model
- 70%7.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 80%8.0
- Report-Level Access Control
- 60%6.0
- Single Sign-On (SSO)
- 80%8.0
- Responsive Design for Web Access
- N/AN/A
- Dashboard / Report / Visualization Interactivity on Mobile
- N/AN/A
- Reduced time in reporting by 20%
- Ability to consolidate large number of companies
- Less staff needed for month end process
- Overall better users experience, less frustrations
- Monthly costs of Onestream
- SAP BPC (Business Planning and Consolidation) and Oracle Hyperion Enterprise Performance Management
- budgetting
- consolidation
- cash flow
- IFRS 6 reporting
- ESG reporting
- Scalability
- Integration with Other Systems
- Ease of Use
- Third-party professional services
- We implemented when Onestream was a new solution and it was the implementation partners first Onestream implementation.
- Online Training
- Consolidation
- Planning
- Report building
- complex business rules
- recurring journals
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
- Quick view
- Cubeview
- Getcell
- Dashboard
- Long-term financial planning
- 80%8.0
- Financial budgeting
- 80%8.0
- Forecasting
- 80%8.0
- Scenario modeling
- 70%7.0
- Management reporting
- 80%8.0
- Financial data consolidation
- 80%8.0
- Journal entries and reports
- 70%7.0
- Multi-currency management
- 70%7.0
- Intercompany Eliminations
- 70%7.0
- Minority Ownership
- 70%7.0
- Local and consolidated reporting
- 70%7.0
- Detailed Audit Trails
- 70%7.0
- Financial Statement Reporting
- 70%7.0
- Management Reporting
- 70%7.0
- Excel-based Reporting
- 70%7.0
- Automated board and financial reporting
- 50%5.0
- Personalized dashboards
- 50%5.0
- Color-coded scorecards
- 70%7.0
- KPIs
- 70%7.0
- Cost and profitability analysis
- 70%7.0
- Key Performance Indicator setting
- 80%8.0
- Benchmarking with external data
- 60%6.0
- Flat file integration
- 70%7.0
- Excel data integration
- 60%6.0
- Direct links to 3rd-party data sources
- 70%7.0
- Pixel Perfect reports
- 60%6.0
- Customizable dashboards
- 60%6.0
- Report Formatting Templates
- 60%6.0
- Drill-down analysis
- 50%5.0
- Formatting capabilities
- 50%5.0
- Report sharing and collaboration
- 50%5.0
- Publish to Web
- 50%5.0
- Publish to PDF
- 50%5.0
- Report Versioning
- 50%5.0
- Report Delivery Scheduling
- 50%5.0
- Pre-built visualization formats (heatmaps, scatter plots etc.)
- 50%5.0
- Location Analytics / Geographic Visualization
- 50%5.0
- Predictive Analytics
- 80%8.0
- Multi-User Support (named login)
- 70%7.0
- Role-Based Security Model
- 50%5.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 70%7.0
- Report-Level Access Control
- N/AN/A
- Single Sign-On (SSO)
- 60%6.0
- Responsive Design for Web Access
- 70%7.0
- Dashboard / Report / Visualization Interactivity on Mobile
- 70%7.0
- Excel limitation
- Delay in exporting scenarios
- User friendly but limited
- SAP BPC (Business Planning and Consolidation)
- Financial report
- Budgeting
- Forecast
- Fx analysis
- Sales trend
- GM trend
- more analytical
- more useful
- more innovative
- Cloud Solutions
- Cubeview
- Quickview
- XFGETCELL
- Dashboards