OneStream Does it All!
March 09, 2021

OneStream Does it All!

Andy Jorgensen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneStream XF

We are currently using it as a budgeting and forecasting solution for our staff. We keep track of utilization, billing rates, customer work, and the financial impact to our organization. Administrators load data weekly into the system and it allows our end users to visualize how their time is being applied across customers and resources. Monthly reports are issued to Senior Management.
  • Easy Data Integration with multiple data sources.
  • Great Reports and Visualizations.
  • Complex formulas and modeling for resource utilization.
  • Dashboarding takes awhile to learn but is very powerful.
  • Reliance on Microsoft Technology / Browser limitations.
  • OneStream Excel Add-in is powerful, but takes time to learn.
  • Easier to use than our previous systems.
  • More users than we ever had accessing the information.
  • A positive experience for our employees.
OneStream is a much more powerful solution for us. Both products claim they can "do it all" but the OneStream XF Marketplace allows us limitless possibilities for what we can do - at a fraction of the implementation cost.

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?

I wasn't involved with the implementation phase

Would you buy OneStream again?

Yes

Financial Reporting, Consolidations, Intercompany, Transaction Matching, Account Reconciliations, Budgeting and Forecasting, Long Range Planning, Analytics are all out of the box. In addition, you can do many things with the OneStream XF platform. People Planning allows you a granular approach to headcount planning. Thing Planning allows you to plan things like Inventory, CapEx, and other major expenditures.

There's really nothing the CFO wants to do, that this product can't do!

OneStream Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
Financial data consolidation
10
Journal entries and reports
9
Multi-currency management
10
Intercompany Eliminations
10
Minority Ownership
10
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
10
XBRL support for regulatory filing
10
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
10
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10