Robust tool for financial reporting planning and performance management
June 21, 2025

Robust tool for financial reporting planning and performance management

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

Overall Satisfaction with OneStream

We use OneStream to consolidate financial reporting and performance management with our subsidiaries from all over the world. We were previously using a legacy application and wanted to replace it with a cloud-based solution that offers easy administration, user management, and reporting features. We use OneStream within our entire organization.

Pros

  • Financial Reporting
  • Performance Management
  • Financial Planning

Cons

  • Smoother Upgrade process and roll out for users
  • Feedback from CFO and the board has been very positive
  • Finance team users are happy using OneStream compared to the legacy system
  • Managing access across various subsidiaries have been much easier
Robust system, high availabilty, User and Management satisfaction
OneStream is a superior product compared to our previous legacy system. Would highly recommend for finance teams.

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

OneStream is well-suited for organizations that require a single platform for their financial operations - reporting, planning, reporting, audits, etc., regardless of size.

OneStream Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
9.7
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
9
Intercompany Eliminations
10
Minority Ownership
9
Local and consolidated reporting
10
Detailed Audit Trails
10
9.8
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
9
9.3
Personalized dashboards
10
Color-coded scorecards
8
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
9
Benchmarking with external data
9
9.3
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
8
9.3
Pixel Perfect reports
9
Customizable dashboards
9
Report Formatting Templates
10
9.0
Drill-down analysis
9
Formatting capabilities
9
Report sharing and collaboration
9
10.0
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
8.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
8
Predictive Analytics
9
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
Mobile Capabilities ()
Not Rated

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