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OneStream - One Stop shop for Finance Solutions
Updated March 22, 2024

OneStream - One Stop shop for Finance Solutions

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneStream

We are using OneStream primarily for the Account Reconciliation program, and it's nice. Also we are extending the same to use as Risk Assessment Tool.
  • 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.
  • Brought compliance controls.
  • standardization of meta data like aging buckets, categories.
  • Consolidation of Data
OneStream Partners were able to do a successful POC and showcase the working very efficiently.

Do you think OneStream delivers good value for the price?

Yes

Are you happy with OneStream's feature set?

Yes

Did OneStream live up to sales and marketing promises?

Yes

Did implementation of OneStream go as expected?

Yes

Would you buy OneStream again?

Yes

Auto Reconciliation Features are very well integrated and ready to use, it's like a plugin and start using the same. High-level reporting with millions of rows is not that great and OneStream has some limitations.

OneStream Feature Ratings

7.2
Long-term financial planning
8
Financial budgeting
7
Forecasting
6
Scenario modeling
7
Management reporting
8
7.7
Financial data consolidation
9
Journal entries and reports
6
Multi-currency management
7
Intercompany Eliminations
8
Local and consolidated reporting
8
Detailed Audit Trails
8
8.0
Financial Statement Reporting
7
Management Reporting
7
Excel-based Reporting
10
Automated board and financial reporting
8
7.8
Personalized dashboards
9
Color-coded scorecards
8
KPIs
7
Cost and profitability analysis
8
Key Performance Indicator setting
6
Benchmarking with external data
9
9.3
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
8
7.7
Pixel Perfect reports
6
Customizable dashboards
8
Report Formatting Templates
9
6.7
Drill-down analysis
4
Formatting capabilities
7
Report sharing and collaboration
9
10.0
Publish to Web
10
Publish to PDF
10
7.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
6
Location Analytics / Geographic Visualization
8
Predictive Analytics
7
8.5
Multi-User Support (named login)
8
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
8
Report-Level Access Control
Not Rated
Single Sign-On (SSO)
10
6.0
Responsive Design for Web Access
6

Using OneStream

Finance, FP&A , Account Recs team is using the OneStream Tool
25 - Finance Experts with onestream knowledge.
  • 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.
With onestream sky is the limit, whatever you do in finance, it can be implemented in onestream.