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OneStream is a great consolidation and reporting tool
September 28, 2021

OneStream is a great consolidation and reporting tool

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

Overall Satisfaction with OneStream™

It's being used across the global finance organization for consolidation, reporting, forecasting and budgeting. We also have rolled account reconciliations out to about half the organization. We intend to keep adding on the solutions that make sense for our team. It has the capability of detailed reporting that may be of interest operationally as well.
  • 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
  • Ease of use
  • Customer service
  • Add-on's/customization
  • It makes our reporting and analysis so easy
  • it makes our month-end close process quick & efficient
  • It provides a one-stop shop for review, as well as audit
I came from a Company that used HFM for consolidation and reporting. It was pretty much limited to that use only and was always very frustrating as far as processing times and system limitations, so OneStream has so much more to offer as far as functionality, and OneStream is so much more user friendly and beneficial. OneStream has endless options as far as what the tool can be used for, and if it doesn't exist, their team can typically create it for you.

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?

I wasn't involved with the implementation phase

Would you buy OneStream again?

Yes

OneStream is suited for nearly all sizes and structures. We are relatively small but I can see where it would work for very large organizations as well. We are a global company and it has no issues supporting that from a user standpoint as well as fx/reporting. OneStream has many cross-functional capabilities, many of which we have yet to take advantage of.

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
Not Rated
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
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
10.0
Drill-down analysis
10
Formatting capabilities
10
Report sharing and collaboration
10
10.0
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
10.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
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)
Not Rated
Not Rated
Responsive Design for Web Access
Not Rated