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OneStream Review From An Implementer's Point of View
September 09, 2021

OneStream Review From An Implementer's Point of View

Lindsey Smith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneStream™

Our firm is a Partner Firm for OneStream, so we implement OneStream for our various customers. OneStream addresses many business problems which vary by customer. However, some of the big ones are ease of visibility, audibility, data integrations, and customizations.
  • OneStream ensures that there is auditable features throughout the application.
  • Having so many MarketPlace solutions allows customers to get the most value out of their investment and have many products integrated and held in one application.
  • OneStream allows for the ultimate customization abilities which allow us to be able to accommodate almost any business need.
  • The Excel Add-In can be limited. Adding better ways to be able to drag and drop or type in dimension members would be helpful.
  • Ways to better track Business Rule changes would be helpful.
  • Better audit features on activities within the Workflow.
  • Transparency
  • Ease of integrating additional products/implementation
  • Ease of connecting to virtually any sub-ledger systems
  • Having the various MarketPlace solutions available at no additional cost has been a key decision factor in a lot of our client's desire to move to OneStream.
OneStream is a much more sophisticated solution that allows much more customization and control over your system. Also, having the various MarketPlace solutions to add to your system makes the possibilities endless. These solutions are also seamlessly integrated whereas other software their various products are held in different suites that can be difficult to integrate and manage.

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

OneStream is a premium solution for Consolidations, Planning, Long Range Planning, Reporting, Dashboarding, Account Reconciliations, Transaction Matching, People Planning, Capital Planning, and so much more.

OneStream Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
10.0
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
10
Intercompany Eliminations
10
Minority Ownership
10
Local and consolidated reporting
10
Detailed Audit Trails
10
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
10.0
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
10
10.0
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
10.0
Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
10
10.0
Drill-down analysis
10
Formatting capabilities
10
Report sharing and collaboration
10
8.0
Publish to Web
3
Publish to PDF
10
Report Versioning
9
Report Delivery Scheduling
10
9.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
8
Predictive Analytics
10
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
8.0
Responsive Design for Web Access
8