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Review of OneStream XF Platform
March 29, 2023

Review of OneStream XF Platform

Tahir Hussain | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneStream

OneStream is used as the main source of truth for our financials. We pull in data from source ERP systems e.g. SAPHANA and then consolidate the data. This is used to drive the statutory and management reporting. We also use the Analytic blend module as well as Account reconciliations. We have 49 licenses and operate on a global footprint.
  • Workflows for capturing source data, Import, Forms or Journals
  • Reporting - Dashboard reports with visuals
  • Account reconcilation
  • Analytic blend
  • Extensibility across multiple scenarios or charts of accounts
  • More intuative links to connect the application to
  • Easier way to connect to other applications
  • Metadata change tool to review changes
  • Consolidaiton
  • workflows to capture different sets of data
  • Analytic blend for FP&A Reporting
  • Speeds up the close process
  • End user satisfaction
  • Stability over month end
Hyperion HFM was a previous market leader in the EPM space but the OneStream FX platofrm far surpasses its offerings from Dashboarding, Workflow, Planning and forecasting all in one platform which under Hyperion was bundled in separate modules.

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

OneStreams bread and butter offering is around its Consolidation capabilities as well as Planning and Reporting. It has a wide number of use cases for different levels of reporting across multiple scenarios. One nice feature is the same data source/mapping rules can be applied to many different scenario types.

OneStream Feature Ratings

8.2
Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
8
Management reporting
9
9.1
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
10
Intercompany Eliminations
8
Minority Ownership
8
Local and consolidated reporting
9
Detailed Audit Trails
9
9.8
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
9
7.8
Personalized dashboards
9
Color-coded scorecards
7
KPIs
7
Cost and profitability analysis
8
8.7
Flat file integration
9
Excel data integration
10
Direct links to 3rd-party data sources
7
9.0
Pixel Perfect reports
9
Customizable dashboards
9
Report Formatting Templates
9
8.7
Drill-down analysis
9
Formatting capabilities
9
Report sharing and collaboration
8
9.0
Publish to Web
9
Publish to PDF
9
Report Delivery Scheduling
9
7.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
7
Location Analytics / Geographic Visualization
6
Predictive Analytics
8
9.8
Multi-User Support (named login)
10
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
8.0
Responsive Design for Web Access
9
Dashboard / Report / Visualization Interactivity on Mobile
7