Real use cases of OneStream at fortune 500
June 25, 2025

Real use cases of OneStream at fortune 500

Dipak Ugale | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneStream

At my organization OneStream is a essential part of taking financial business decisions. Onestream help us to financial consolidations and plannings. It's help us for reporting purpose as well records and data quality purpose. Onstream help in our organization to take budgeting decisions and forecasting the future plans related financial topics. Onstream helps for Taxation and related transactions. It has great dashboard for analytics financial flows.

Pros

  • Financial Planning & Analytics.
  • Financial Data Quality.
  • Standardize workflow process.
  • Reporting

Cons

  • Mobility Capability for use in mobile or other smaller devices.
  • Due to the standardization initially hard to implement.
  • Documentation and Training material is very wast and wide.
  • Costly for smaller companies.
  • Reducing the process cost on manual efforts.
  • Can help to quick decisions.
  • Risk reduction in financial losses and investments.
  • Scenario based modeling for market changes.
OneStream is easy to access and quick navigator are there to switch from one task to another. Best form design help to fill the data and validations. It's support for mobile screen and smaller devices which is always help to work from anywhere not to restrict with the desktop only. Report building is very nice and clearer to understand. Best workflow guide is there so always help to understand navigation.
Specifically talking with OneStream is very useful and considering easy to access more standardized and help to easy to navigate. Most common is user friendly and best financial planning tool which I ever seen! Compare with other tools OneStream provide best excel integration and data integration to connect with other systems and different type of ERP tools. It's having best workflow.

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

While talking with recommendation to colleagues it's good to share the some thoughts which is beneficially to share idea which I like from OneStream and related with other topics. To be a specifically It's very nice dashboard which is help to understand the issue and flows at one place. Talking with integrations so it's supported to connect with multiple systems. It's support with different ERP tools which may be my colleague using different tools for different purpose.

OneStream Feature Ratings

8.6
Long-term financial planning
10
Financial budgeting
9
Forecasting
8
Scenario modeling
6
Management reporting
10
8.9
Financial data consolidation
8
Journal entries and reports
9
Multi-currency management
8
Intercompany Eliminations
9
Minority Ownership
9
Local and consolidated reporting
10
Detailed Audit Trails
9
9.0
Financial Statement Reporting
9
Management Reporting
8
Excel-based Reporting
10
Automated board and financial reporting
9
8.7
Personalized dashboards
10
Color-coded scorecards
9
KPIs
8
Cost and profitability analysis
9
Key Performance Indicator setting
8
Benchmarking with external data
8
8.7
Flat file integration
10
Excel data integration
8
Direct links to 3rd-party data sources
8
7.7
Pixel Perfect reports
8
Customizable dashboards
8
Report Formatting Templates
7
7.7
Drill-down analysis
7
Formatting capabilities
7
Report sharing and collaboration
9
8.5
Publish to Web
8
Publish to PDF
8
Report Versioning
8
Report Delivery Scheduling
10
8.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
8
Predictive Analytics
10
8.8
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
8
Single Sign-On (SSO)
9
8.5
Responsive Design for Web Access
7
Dashboard / Report / Visualization Interactivity on Mobile
10

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