Overview
What is OneStream?
OneStream is an enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and can extend to meet the evolving needs of businesses without adding technical debt. Presented as an operating system for modern…
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Popular Features
- Financial data consolidation (44)9.595%
- Financial Statement Reporting (44)9.292%
- Management reporting (44)9.191%
- Management Reporting (44)8.989%
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Features
Product Details
- About
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- Competitors
- Tech Details
- FAQs
What is OneStream?
OneStream is an enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and can extend to meet the evolving needs of businesses without adding technical debt.
Presented as an operating system for modern Finance, it unifies core financial functions and empowering the CFO to become a critical driver of business strategy, innovation, and growth. It is a cloud-based platform that modernizes the Office of the CFO. The Digital Finance Cloud unifies key financial and operational data and processes, embeds AI for faster and better planning and forecasting, and is extensible so customers can add new utility and achieve more value as their business needs evolve.
OneStream is an independent software company backed by private equity investors KKR, Tidemark, Partners Fund Capital and Alkeon Capital Management. Their operating system for modern Finance digitizes core financial functions to empower the CFO to become a critical driver of business strategy.
OneStream Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
BI Standard Reporting Features
- Supported: Pixel Perfect reports
- Supported: Customizable dashboards
- Supported: Report Formatting Templates
Ad-hoc Reporting Features
- Supported: Drill-down analysis
- Supported: Formatting capabilities
- Supported: Predictive modeling
- Supported: Report sharing and collaboration
Report Output and Scheduling Features
- Supported: Publish to Web
- Supported: Publish to PDF
- Supported: Report Versioning
- Supported: Report Delivery Scheduling
Data Discovery and Visualization Features
- Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
- Supported: Location Analytics / Geographic Visualization
- Supported: Predictive Analytics
- Supported: Support for Machine Learning models
Access Control and Security Features
- Supported: Multi-User Support (named login)
- Supported: Role-Based Security Model
- Supported: Multiple Access Permission Levels (Create, Read, Delete)
- Supported: Report-Level Access Control
- Supported: Table-Level Access Control (BI-layer)
- Supported: Field-Level Access Control (BI-layer)
- Supported: Single Sign-On (SSO)
Mobile Capabilities Features
- Supported: Responsive Design for Web Access
- Supported: Dashboard / Report / Visualization Interactivity on Mobile
Additional Features
- Supported: Account Reconciliations
- Supported: Disclosure Management
- Supported: Transaction Matching
- Supported: People Planning
- Supported: Capital Planning
- Supported: Sales Planning
- Supported: Profitability Analysis
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OneStream Integrations
OneStream Competitors
OneStream Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Windows |
Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
Supported Countries | Americas, EMEA, South Africa, APAC |
Frequently Asked Questions
OneStream Customer Size Distribution
Consumers | 0% |
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Small Businesses (1-50 employees) | 0% |
Mid-Size Companies (51-500 employees) | 0% |
Enterprises (more than 500 employees) | 100% |