OneStream - Unified EPM Features
What are the features of OneStream - Unified EPM?
Budget Creation
- Data Import
- Formulas
Budget Management
- Consolidation
Forecasting
- Historical Data
- Forecast Types
Analytics
- Variance Analysis
Reconciliation
- Consolidation
- Management
- Accounting
Reporting
- Report Types
- Standard
- Custom
Closing Process
- Audit
- Journal Entries
- Distribution
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OneStream - Unified EPM Categories on G2
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Financial Insight
Budgeting | Based on 28 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come. | 90% (Based on 28 reviews) | |
Forecasting | Based on 27 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. | 89% (Based on 27 reviews) | |
Planning | Based on 25 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. | 93% (Based on 25 reviews) |
Data
Data Visualization | Based on 29 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. | 83% (Based on 29 reviews) | |
Data Analysis | Based on 29 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Scours data for actionable insights. | 84% (Based on 29 reviews) | |
Custom Reporting | Based on 29 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs. | 90% (Based on 29 reviews) | |
Reporting Templates | Based on 28 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. | 83% (Based on 28 reviews) |
Status Communication
Collaboration | Based on 28 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. | 83% (Based on 28 reviews) | |
Version Control | Based on 29 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. | 88% (Based on 29 reviews) | |
Real-Time Data Updates | Based on 26 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. | 86% (Based on 26 reviews) | |
Scorecards | Based on 25 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board. | 83% (Based on 25 reviews) |
Budget Creation
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data 41 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 86% (Based on 41 reviews) | |
Budget Hierarchies | Define budget structure elements and how they are linked hierarchically 39 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 83% (Based on 39 reviews) | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 39 OneStream - Unified EPM reviews. | 85% (Based on 39 reviews) | |
Formulas | Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 41 OneStream - Unified EPM reviews. | 83% (Based on 41 reviews) | |
What-If | Based on 39 OneStream - Unified EPM reviews. Test the potential financial impact of business decisions on revenues and expenses | 76% (Based on 39 reviews) | |
Budget Periods | As reported in 38 OneStream - Unified EPM reviews. Users can customize standard budget periods (3, 9, or 12 months) | 82% (Based on 38 reviews) |
Budget Management
Consolidation | As reported in 40 OneStream - Unified EPM reviews. Consolidate multiple budgets from different departments or business entities | 90% (Based on 40 reviews) | |
Adjustments | Users with administrative access rights can modify budgets This feature was mentioned in 37 OneStream - Unified EPM reviews. | 85% (Based on 37 reviews) | |
Workflows | Workflows are used to define the steps required to alter budgets and who needs to approve changes 39 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 87% (Based on 39 reviews) |
Forecasting
Historical Data | As reported in 40 OneStream - Unified EPM reviews. Forecasting is based on past transactions and historical financial or operational data | 84% (Based on 40 reviews) | |
Reforecast | As reported in 37 OneStream - Unified EPM reviews. Ability to recreate forecasts to include new information that may impact budgets | 80% (Based on 37 reviews) | |
Forecast Types | As reported in 39 OneStream - Unified EPM reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts | 82% (Based on 39 reviews) | |
Rolling Forecasts | Used to review and update budgeting assumptions for a predefined period (usually one year) This feature was mentioned in 37 OneStream - Unified EPM reviews. | 81% (Based on 37 reviews) | |
AI | Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns This feature was mentioned in 29 OneStream - Unified EPM reviews. | 71% (Based on 29 reviews) |
Analytics
Variance Analysis | Project out as the year progresses to accommodate trends that affect key business drivers. This feature was mentioned in 41 OneStream - Unified EPM reviews. | 83% (Based on 41 reviews) | |
Forecasts Comparison | compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 39 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 82% (Based on 39 reviews) | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 36 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 82% (Based on 36 reviews) |
Reconciliation
Consolidation | Based on 53 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Data from multiple systems can be centralized into a single repository | 94% (Based on 53 reviews) | |
Management | Based on 52 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases | 88% (Based on 52 reviews) | |
Accounting | Based on 51 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Match invoices, payments, and bank statement information | 89% (Based on 51 reviews) |
Reporting
Report Types | Based on 53 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Provide multiple types of reports such as point-in-time snapshot reports, or year over year | 87% (Based on 53 reviews) | |
Standard | Based on 52 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Offers standard financial reports out of the box | 86% (Based on 52 reviews) | |
Custom | Based on 53 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Allows users to edit reports and to combine multiple reports | 88% (Based on 53 reviews) |
Closing Process
Audit | Based on 53 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. | 87% (Based on 53 reviews) | |
Journal Entries | Based on 51 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Adjusts journal entries in order to have an accurate balance sheet and income statement | 83% (Based on 51 reviews) | |
Distribution | Based on 49 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Financial statements and statistical reports (such as KPI) can be assembled into financial packages | 83% (Based on 49 reviews) |
Financial Planning
Extended Planning | Based on 20 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR. | 86% (Based on 20 reviews) | |
Reporting | Based on 26 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets. | 89% (Based on 26 reviews) | |
Integration | Based on 25 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution. | 89% (Based on 25 reviews) |
Reconciliation - Financial Reconciliation
Automation | Automates the process of comparing financial transactions between different accounts, statements, or systems 18 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 78% (Based on 18 reviews) | |
Bank Statements | Based on 16 OneStream - Unified EPM reviews. Helps match transactions recorded in the company's books with those in the bank statement | 70% (Based on 16 reviews) | |
Exceptions | Based on 17 OneStream - Unified EPM reviews. Alerts users when exceptions and discrepencies can't automatically be resolved | 75% (Based on 17 reviews) | |
Algorithms | Uses algorithms, such as rule-based matching, fuzzy logic, or machine learning techniques to help with comparing large sets of data This feature was mentioned in 16 OneStream - Unified EPM reviews. | 75% (Based on 16 reviews) |
Audit - Financial Reconciliation
Accuracy | Ensures that financial records are accurate and precise, reducing the chances of errors that could lead to audit issues This feature was mentioned in 18 OneStream - Unified EPM reviews. | 84% (Based on 18 reviews) | |
Compliance | Meets industry-specific compliance requirements and supports regulatory standards This feature was mentioned in 16 OneStream - Unified EPM reviews. | 84% (Based on 16 reviews) | |
Reporting | Offeres customizable reporting features to provide a clear overview of the financial reconciliation process and any issues that may need attention This feature was mentioned in 18 OneStream - Unified EPM reviews. | 85% (Based on 18 reviews) | |
Audit Trail | Provides a detailed history of reconciliations and supports the accuracy of financial records 16 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 92% (Based on 16 reviews) |
Integrations - Financial Reconciliation
Accounting | Integrates with accounting platforms to allow the import and reconciliation of financial data 18 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 83% (Based on 18 reviews) | |
Inventory | Based on 15 OneStream - Unified EPM reviews. Integrates with inventory management systems to help reconcile financial data related to product movements, purchases, and sales | 79% (Based on 15 reviews) | |
ERP | Integrates with ERP systems to reconcile financial data across various modules and departments This feature was mentioned in 15 OneStream - Unified EPM reviews. | 77% (Based on 15 reviews) | |
Banking | Integrates with banking systems to import and match bank transactions This feature was mentioned in 15 OneStream - Unified EPM reviews. | 78% (Based on 15 reviews) |
User Permissions and Security - Financial Reconciliation
Access | Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions 17 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 88% (Based on 17 reviews) | |
Authentication | Uses features such as multi-factor authentication (MFA) to help ensure that only authorized users can access the software 16 reviewers of OneStream - Unified EPM have provided feedback on this feature. | 93% (Based on 16 reviews) | |
Encryption | Based on 15 OneStream - Unified EPM reviews. Has encryption techniques to prevent unauthorized access or interception of data | 92% (Based on 15 reviews) | |
Regulations | As reported in 16 OneStream - Unified EPM reviews. Complys with regulations and standards, such as Sarbanes-Oxley (SOX), GDPR, or HIPAA | 90% (Based on 16 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Provides ability to score accounts based on potential revenue to prioritize accordingly. | Not enough data | |
Revenue Planning | Provides ability to structure topline revenue goals. | Not enough data | |
Account Segmentation | Segment accounts based on ideal customer profile and business objectives. | Not enough data | |
Sales Performance | Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. | Not enough data | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. | Not enough data | |
Integrations | Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. | Not enough data | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. | Not enough data |
Territory Management - Sales Planning
Territory Management | Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. | Not enough data | |
Territory Planning | Define territories to ensure optimized market coverage and allocate resources appropriately. | Not enough data |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. | Not enough data | |
Capacity Management | Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. | Not enough data | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. | Not enough data |
