One-Stop Solution for all your reporting requirements
March 31, 2023

One-Stop Solution for all your reporting requirements

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

Overall Satisfaction with OneStream

We implemented OneStream's Marketplace solution "Account Reconciliation" 2 years ago. unlike others, our scope of Account reconciliation is not just account-to-substantiation matching, instead, we lead the industry by consolidating the substantiation from the lowest level of the business unit to the top Parent. I would call it an extended version of the Consolidation process. In this process of the build, we have used several Business rules, Transformation rules, custom dimensions, cube view dashboards, SQL editor dashboards etc.,

Pros

  • Flexibility to meet client's requirements
  • Transformation Rules
  • Data connectors
  • Customized Confirmation Rules

Cons

  • Dashboards
  • APIs
  • Admin Privileges
  • Platform
  • Flexibility to achieve anything
  • Business Rules
  • Transformation Rules
  • Guided reporting
  • Workflow based reconciliation
  • Consolidation
Achieve business expectations compared to other competitors
customized WFs based on requirements
BRs to meet end result
Cube View dashboards

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

Using data connectors, we have loaded massive transactional data of Subledgers like AR, AP, Inventory, PPV etc., and built a detailed analysis of risk assessment dashboards for Controllers/ RFDs to take appropriate actions. These dashboards are fully automatic without any manual intervention from users. Yes, you heard it correctly, fully automatic.

Moreover, with single license clients can use multiple applications like FS close, matching modules as plug and play with minimal configurations.

OneStream Feature Ratings

7.2
Long-term financial planning
8
Financial budgeting
7
Forecasting
7
Scenario modeling
7
Management reporting
7
7.5
Financial data consolidation
8
Intercompany Eliminations
8
Local and consolidated reporting
7
Detailed Audit Trails
7
7.5
Financial Statement Reporting
7
Management Reporting
7
Excel-based Reporting
8
Automated board and financial reporting
8
8.0
Personalized dashboards
8
Color-coded scorecards
8
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
Benchmarking with external data
8
8.0
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
6
4.7
Pixel Perfect reports
5
Customizable dashboards
4
Report Formatting Templates
5
5.0
Drill-down analysis
5
Formatting capabilities
5
Report sharing and collaboration
5
5.8
Publish to Web
5
Publish to PDF
8
Report Versioning
5
Report Delivery Scheduling
5
5.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
5
Location Analytics / Geographic Visualization
5
Predictive Analytics
5
7.5
Multi-User Support (named login)
8
Role-Based Security Model
7
Multiple Access Permission Levels (Create, Read, Delete)
7
Single Sign-On (SSO)
8
Mobile Capabilities ()
Not Rated

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