OneStream is the go to Software!
January 13, 2023

OneStream is the go to Software!

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

Overall Satisfaction with OneStream

I have helped implement OneStream with many customers who may use it for consolidation, budget & forecasting, sales planning, people planning and much more. OneStream has all the answers for any clients need and is super user friendly. It saves the customer time and money each month with its versatility and flexibility!
  • Budgeting & Forecasting
  • Reporting
  • People Planning
  • Consolidations
  • There are some functions that could be added to help with reporting with collapsibility options per row and not just the whole report
  • Better examples of common codes and XFBR strings
  • Customer support communication could be a little better
  • Flexbility
  • Reliability
  • User Friendly
  • Reduced closing times
  • More time for budgeting/forecasting and increase in accuracy
  • Automation of monthly items

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?

I wasn't involved with the selection/purchase process

Did implementation of OneStream go as expected?

Yes

Would you buy OneStream again?

Yes

I have yet to come across a scenario where OneStream wasn't the answer. From Consolidations to speciality planning, OneStream pretty much has the answer for any customers need in the marketplace!

OneStream Feature Ratings

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