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OneStream

The Intelligent Finance Platform.

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Overview

OneStream provides a comprehensive and unified platform for corporate performance management (CPM) that aims to replace multiple legacy systems. It offers solutions for financial close and consolidation, planning, budgeting, and forecasting, reporting, and analytics. The platform is designed to be extensible, allowing organizations to add new solutions from the OneStream MarketPlace as their needs evolve.

✨ Key Features

  • Financial Close and Consolidation
  • Planning, Budgeting, and Forecasting
  • Reporting and Analytics
  • Financial Data Quality
  • Account Reconciliations
  • Transaction Matching
  • Extensible Platform (MarketPlace)

🎯 Key Differentiators

  • Unified platform for all CPM processes
  • Extensible through the OneStream MarketPlace
  • Strong financial close and consolidation capabilities

Unique Value: Simplifies complex financial processes and reduces total cost of ownership by replacing multiple legacy CPM applications with a single, unified platform.

🎯 Use Cases (5)

Board Reporting Financial Consolidation and Close FP&A Tax Provisioning Lease Accounting

✅ Best For

  • Streamlining the financial close process for complex, global organizations
  • Unifying financial and operational planning
  • Providing a single source of truth for financial reporting

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small businesses with simple financial needs
  • Organizations looking for a point solution for a specific planning task

🏆 Alternatives

Oracle Hyperion SAP BPC Anaplan Workday Adaptive Planning

Offers a more modern and integrated approach compared to legacy, on-premise CPM suites, and a more comprehensive solution than many point solutions.

💻 Platforms

Web API

🔌 Integrations

SAP Oracle Microsoft Dynamics 365 NetSuite Workday API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premium tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type II ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: N/A

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