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OneStream is a winner EPM platform!
March 24, 2024

OneStream is a winner EPM platform!

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

Overall Satisfaction with OneStream

We use OneStream for Financial reporting (consolidation), Tax reporting, and FP&A analysis. In the near future we will also use OneStream for ESG reporting and FP&A forecasting. We are busy with the automation of data flowing in from the source ERP and the possibility to drill back to the source ERP system.
  • Flexibility
  • Consolidation
  • Documentation of all the abilities
  • More transparency
  • Audit log
Better GUI, faster, easier to maintain/administer.

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

OneStream is very well suited for a large range of scenarios. Besides the regular Consolidation engine, you can use OneStream also for reporting on non-financial data like Environmental, Social, & Governance (ESG). And not only on Actuals, but also on Forecasting and Budgeting. Besides that, you can use OneStream for analysis of the financials (FP&A). The reports from OneStream itself are not that good, but exporting them to Excel or in the near future to PowerBI will solve that issue.

OneStream Feature Ratings

8.0
Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
7
Management reporting
9
8.7
Financial data consolidation
9
Journal entries and reports
8
Multi-currency management
9
Intercompany Eliminations
9
Minority Ownership
9
Local and consolidated reporting
8
Detailed Audit Trails
9
9.0
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
7.0
Personalized dashboards
7
Color-coded scorecards
7
KPIs
7
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
9.0
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
9
6.7
Pixel Perfect reports
6
Customizable dashboards
7
Report Formatting Templates
7
7.3
Drill-down analysis
9
Formatting capabilities
7
Report sharing and collaboration
6
7.7
Publish to Web
Not Rated
Publish to PDF
8
Report Versioning
6
Report Delivery Scheduling
9
6.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
6
Location Analytics / Geographic Visualization
6
Predictive Analytics
Not Rated
9.0
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
9
Mobile Capabilities ()
Not Rated