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OneStream

OneStream

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…

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Pricing

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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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  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

OneStream Live Lifetime Deal and Product Tutorial or Demo ( Christmas New year 2023 Special Offer)

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Live with OneStream

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OneStream - A New Way To Share Your Content | OneStream Tutorial | OneStream Demo

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OneStream Studio Updates

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OneStream Demo

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OneStream Live Review & Demo: Live Stream Pre-Recorded Videos on 40+ Platforms [AppSumo Deal]

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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

8.5
Avg 7.9

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

7.1
Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

8.5
Avg 8.2

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.

7.4
Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

8.8
Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

6.4
Avg 7.9

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8
Avg 8.3

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

8.7
Avg 8.0

Financial Reporting and Compliance

Financial statements and regulatory filings

8.5
Avg 8.2

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

8.5
Avg 8.0

Integration

Ability to integrate with external applications.

9
Avg 8.3
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Product Details

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

Screenshot of OneStream DashboardScreenshot of Profitability AnalysisScreenshot of Product and Customer ProfitabilityScreenshot of Account ReconciliationsScreenshot of Cash PlanningScreenshot of Financial SignalingScreenshot of Task ManagementScreenshot of Predictive Analytics

OneStream Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesAmericas, EMEA, South Africa, APAC

Frequently Asked Questions

Reviewers rate Flat file integration highest, with a score of 9.6.

The most common users of OneStream are from Enterprises (1,001+ employees).

OneStream Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)0%
Enterprises (more than 500 employees)100%
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Comparisons

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Reviews and Ratings

(70)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

Reviews

(1-25 of 45)
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OneStream Review

Rating: 8 out of 10
March 30, 2024
Verified User
Vetted Review
Verified User
  • Consolidation
  • Workflows
  • Good structure for activities done by the end users

The Future of EPM is here!

Rating: 10 out of 10
March 30, 2024
Verified User
Vetted Review
Verified User
OneStream
4 years of experience
  • Consolidation
  • People Planning
  • Budgeting and Forecasting

OneStream Rocks

Rating: 10 out of 10
March 30, 2024
KR
Vetted Review
Verified User
OneStream
4 years of experience
  • workflows
  • security
  • account reconciliations.
  • loading actuals
  • parcel post - automatic sending of data

OneStream made planning and reporting efficient

Rating: 8 out of 10
March 30, 2024
Verified User
Vetted Review
Verified User
OneStream
3 years of experience
  • Workflows to have step by step processes
  • Import data from different sources with validation of metadata and extensive transformation rules
  • Consistently calculate all variables
  • Freedom to define cost drivers with member formulas

Review of OneStream

Rating: 10 out of 10
March 30, 2024
TH
Vetted Review
Verified User
OneStream
6 years of experience
  • Consolidation engine is powerful, we have around 500 entities translating from multiple source currencies into a common currency at good speed.
  • We leverage the Flash and Quarterly forecast providing users with pre seeded data so they only need to make tweaks rather then filling in a lot of manual forms.
  • We use Transaction matching for processing a lot of intercompany matching invoices from the ERP systems which helps end users a lot. Data is fed in from source ERPS and TXM generates the auto matches based on criteria provided.
  • We have a custom Tax module which we use to pull in tax entries from the consolidation side and this gives the Tax teams starting position for their tax calculations and enables them to also do a quarterly forecast estimate.
  • OneStream has great dashboarding capabilities for a whole range of use cases from charts and graphs, to drill-back data to running even steps that users can execute without having access to the source code/rules in the background!

OneStream

Rating: 10 out of 10
March 30, 2024
  • Consolidation of multiple entities
  • Connecting to source ERP systems for current data
  • Flexibility in reporting using cube views
  • Flexibilty in ad-hoc reporting using excel based quick views

Fantastic all-in-one tool

Rating: 10 out of 10
March 30, 2024
MS
Vetted Review
Verified User
OneStream
5 years of experience
  • Close/Consolidation
  • Budget/Planning
  • Reporting
  • Account Reconciliations
  • Metadata Management

OneStream Review

Rating: 10 out of 10
March 29, 2024
Verified User
Vetted Review
Verified User
OneStream
4 years of experience
  • 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

OneStream Review

Rating: 10 out of 10
March 29, 2024
Verified User
Vetted Review
Verified User
OneStream
5 years of experience
  • Data Integration
  • Consolidation
  • Planning
  • Reporting

OneStream true enterprise wide performance management

Rating: 9 out of 10
March 27, 2024
WL
Vetted Review
Verified User
OneStream
3 years of experience
  • 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

OneStream Empowering Financial Excellence

Rating: 10 out of 10
March 26, 2024
Verified User
Vetted Review
Verified User
OneStream
2 years of experience
  • 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.

OneStream - One Stop shop for Finance Solutions

Rating: 8 out of 10
March 22, 2024
Verified User
Vetted Review
Verified User
OneStream
2 years of experience
  • 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.

OneStream Wonders

Rating: 7 out of 10
March 15, 2024
Verified User
Vetted Review
Verified User
OneStream
1 year of experience
  • Accounting Managment
  • Forecast
  • Budget
  • BI
  • Scenario Based Analysis
  • Capex track
  • Management adjustment
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