OneStream
March 30, 2024

OneStream

Phillip E. Cole, CPA, CGMA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneStream

OneStream has been a complete game changer for our organization. We were able to move away from very large and complicated excel based consolidations for both internal and external reporting. This improved quality and timeliness of our reporting helped us to finish our annual audit in record time this year. Although the basic consolidation functions have been revolutionary for us, we are now looking forward to further efficiencies that this platform has to offer.
  • Consolidation of multiple entities
  • Connecting to source ERP systems for current data
  • Flexibility in reporting using cube views
  • Flexibilty in ad-hoc reporting using excel based quick views
  • This is such a complex program, it would be nice to have more how-to videos to help users get up to speed.
  • It seems like the support websites change quite often and are not very easy to follow. When we are dealing with complex issues, it would be nice to have a more simple path to support.
  • It would be nice to have a single website launch point for support, knowledge, Champions, Learning, etc. If that could launch from within the application using already provided credentials, that would be even better.
  • We were able to finish our audit two weeks earlier than prior year
  • We have taken multiple days off of our monthly reporting process
  • We are able to show more granular entity data when working through month end close and analysis

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?

No

Would you buy OneStream again?

Yes

Absolutely 10 out of 10. Could not be happier.
This program is very complex, so it may not be right for small simple companies, but with the proper setup partners and training this program can make huge improvements to current processes for most companies.

OneStream Feature Ratings

Long-term financial planning
Not Rated
Financial budgeting
Not Rated
Forecasting
Not Rated
Scenario modeling
Not Rated
Management reporting
10
Financial data consolidation
10
Journal entries and reports
8
Multi-currency management
10
Intercompany Eliminations
5
Minority Ownership
5
Local and consolidated reporting
10
Detailed Audit Trails
10
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
Drill-down analysis
Not Rated
Formatting capabilities
8
Report sharing and collaboration
Not Rated
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)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
Not Rated
Single Sign-On (SSO)
10
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated