# OneStream - Unified EPM Reviews **Vendor:** OneStream Software **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.6/5.0 **Total Reviews:** 157 ## About OneStream - Unified EPM OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes. ## OneStream - Unified EPM Pros & Cons **What users like:** - Users value the **ease of use** of OneStream, enhancing productivity and confidence in financial data management. (22 reviews) - Users value the **unified data management** of OneStream, consolidating financial information into a single reliable platform. (15 reviews) - Users value the **flexibility** of OneStream, appreciating its customizable design to meet diverse organizational needs. (13 reviews) - Users value the **comprehensive reporting capabilities** of OneStream, seamlessly integrating multiple functions into one platform. (13 reviews) - Users value the **multi-functional platform** of OneStream, seamlessly integrating consolidation, planning, and reporting in one solution. (11 reviews) - Customizability (11 reviews) - Integrations (10 reviews) - Users value the **customization options** in OneStream, allowing tailored solutions to fit their organization's needs efficiently. (9 reviews) - Users appreciate the **rich capabilities and user-friendly interface** of OneStream, especially enjoying its quick consolidations and diverse modules. (9 reviews) - Finance Management (9 reviews) **What users dislike:** - Users find the **learning difficulty** significant, recommending training and noting a steep learning curve for effective use. (11 reviews) - Users find the **steep learning curve** challenging, often requiring extensive training for effective use and adoption. (9 reviews) - Users find the **steep learning curve** challenging, emphasizing the need for training and support for better adoption. (8 reviews) - Users find the **complexity** of OneStream challenging, especially with dashboarding and writing business rules without prior knowledge. (7 reviews) - Users find **dashboard limitations** challenging, impacting performance and making customization difficult with the current UI. (6 reviews) - Users find the **limited functionality** of OneStream hampers efficiency and makes dashboard creation cumbersome. (6 reviews) - Dashboard Issues (5 reviews) - Complex Setup (4 reviews) - Expensive (4 reviews) - Implementation Difficulties (4 reviews) ## OneStream - Unified EPM Reviews ### 1. I have been happy with the consolidation software and the drillback capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about OneStream - Unified EPM?** The drill down capabilities in the software to search for reasons of flux analysis. **What do you dislike about OneStream - Unified EPM?** The amount of time to run force consolidations as you go througout the year. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Overall reporting capabilities has been a great addition to the company and has saved us time as part of the quarter end procedures. ### 2. Implementation phase **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about OneStream - Unified EPM?** One stop shop for every aspect within Finance - such as consolidation, FP&A, Tax, etc. **What do you dislike about OneStream - Unified EPM?** It is a huge learning curve and it is not entirely intuitive. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Centralization - we currently have multiple subsidiaries that have different ERP systems. Being able to consolidate effortlessly will make our close so much easier. ### 3. OneStream is excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about OneStream - Unified EPM?** OneStream will help us streamline our financial reporting process. Getting numbers out to various departments very easily. **What do you dislike about OneStream - Unified EPM?** No downsides so far, it's a big upgrade from our previous consolidation system **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream is helping us with the financial consolidation process and getting reliable information in a timely manner. ### 4. Great experience/support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about OneStream - Unified EPM?** The quality of support/ answers from the OneStream team **What do you dislike about OneStream - Unified EPM?** It seems like it is more geared towards the manufacturing industry **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream shortens our financial close time, and helps the FP&A team focus on more value added activities by automating most of the regular tasks. ### 5. Prospective OneStream Customer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about OneStream - Unified EPM?** OneStream has many capabilities that will help unify several systems within our organization. It will be nice to have 1 system take the place for many. **What do you dislike about OneStream - Unified EPM?** I am not aware of any downsides to OneStream as of yet. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream will help unify our systems. ### 6. New customer mid-implementation of Close/Consolidation and Planning **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about OneStream - Unified EPM?** Flexibility, Configurable for numerous business cases, and Scalable **What do you dislike about OneStream - Unified EPM?** The benefit of configurable software brings extensive setup time, administrative training, and ongoing maintenance **What problems is OneStream - Unified EPM solving and how is that benefiting you?** One single source of truth (system of record) that is scaleable for evolving business needs. ### 7. Great experience to learn more about OneStream's capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about OneStream - Unified EPM?** One platform supporting multiple finance functions. Ease of use. Powerful tool. **What do you dislike about OneStream - Unified EPM?** Implementation cost is very high compared to other systems in the market. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Manual FPA process. Manual reconciliations. Manual month end task management. Potentially shortening the close. ### 8. Most Flexible and Efficient Data Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Mark B. | Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2023 **What do you like best about OneStream - Unified EPM?** The tools and functionality available on this platform make it simple to access key data, build dashboards, and automate operations. It connects with Microsoft applications, making it possible for users to connect and extract data for quicker decision-making. **What do you dislike about OneStream - Unified EPM?** OneStream is a cutting-edge platform that is ideal for businesses with a variety of use cases. the value for money might not be as substantial if you only use a tiny percentage of its features. Its adaptability is one of its main advantages, although this can also be problematic. To ensure you maximise the potential of the platform, it is crucial to obtain advice from an experienced OneStream consultant or user. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** For simplified financial planning and analysis, OneStream is an all-in-one solution. Businesses can save money on licence costs and data storage by using OneStream for a variety of tasks instead of needing several solutions. It provides an integrated method of financial management, allowing for real-time operations without the hassles of dealing with numerous chart of accounts or mapping problems. OneStream is a state-of-the-art platform for reporting and consolidation that enables companies to provide accurate, dependable, and fast financial reporting. ### 9. Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about OneStream - Unified EPM?** Automated reporting and processes, moving away from manual work in Excel **What do you dislike about OneStream - Unified EPM?** User interface takes time to adapt to; not user friendly out of the box. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Moving away from manual processes in Excel. ### 10. Very Interesting product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about OneStream - Unified EPM?** The news of Machine Learning and Artificial intelligence **What do you dislike about OneStream - Unified EPM?** Maybe the number of licences of user we need to implement **What problems is OneStream - Unified EPM solving and how is that benefiting you?** The problem One Stream solving is the forecasting by machine learning ### 11. Best CPM tool on the maket **Rating:** 5.0/5.0 stars **Reviewed by:** Carmen B. | Manager of Global Financial Planning and Analysis, Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2023 **What do you like best about OneStream - Unified EPM?** The workflow aspect of bringing in data. **What do you dislike about OneStream - Unified EPM?** Would like to be able to open the application in a new window and excel backwards compatiable. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Rolling forecasts. ### 12. Rob OS Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about OneStream - Unified EPM?** Flexibility and intuitiveness of the tool **What do you dislike about OneStream - Unified EPM?** A bit of a learning curve to understand how to configure and setup **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Centralizing all account reconciliations and providing visibility on statuses ### 13. Project manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about OneStream - Unified EPM?** User experience is great in comparrison to other CPM offerings. **What do you dislike about OneStream - Unified EPM?** Would like to see fedramp certification sooner for future releases. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** We are automating several offline/manual processes. ### 14. Great Product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about OneStream - Unified EPM?** Very customizable, easy to learn and use **What do you dislike about OneStream - Unified EPM?** Doesn't have a lot of documentation available. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Improving the close and planning processes. ### 15. OneStream is a one-stop-shop that fits all my clients' needs **Rating:** 5.0/5.0 stars **Reviewed by:** Michel S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2023 **What do you like best about OneStream - Unified EPM?** What I love most about OneStream is its infinite adaptability and customization. Being mostly open allows architects like myself to adapt it to the specific needs of any industry or accounting needs. You can do all reporting levels, from consolidations to budget & planning to HR, and so much more, without needing multiple CPM tools. OneStream can do it all! **What do you dislike about OneStream - Unified EPM?** Honestly, there's not a lot I don't like about OneStream, and the few complaints I have, OneStream provides the ability to request enhancements and corrections for. They are very responsive to customer requests. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream is streamlining and simplifying every finance function in one tool. This reduces license fees and data storage costs, allowing companies to run "in real time" without aggregating data elsewhere from multiple tools and worrying about multiple chart of account mappings. ### 16. Hyperion Enterprise to OneStream XF **Rating:** 5.0/5.0 stars **Reviewed by:** Vildan L. | Enterprise (> 1000 emp.) **Reviewed Date:** March 23, 2023 **What do you like best about OneStream - Unified EPM?** OneStream was the best solution to replace our aging Hyperion Enterprise consolidation and reporting system. From an implementation perspective, the design and build of this platform proved to be extensible, secure, and scalable. With over 20K members in one dimension, we've pushed some limits, but OneStream continually accommodates our growing business needs. Also, considering the application's expandability through Marketplace solutions, you have a platform with unlimited potential. OneStream for the win! **What do you dislike about OneStream - Unified EPM?** Would suggest some efficiencies to metadata management, such as the ability to sort members within the member dimension library without using an external macro for metadata building. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Consolidations, Expanded Financial Reporting, Account Reconciliations (RCM), and OneStream XF (QuickView, CubeView and XFGetCell) were implemented and are now utilized to replace legacy reporting tools. One platform, one reporting tool, one source of truth. ### 17. A truly integrated EPM platform that is constantly being developped **Rating:** 4.5/5.0 stars **Reviewed by:** Marc R. | EPM Lead consultant - OneStream, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2023 **What do you like best about OneStream - Unified EPM?** Being a consultant (previously Oracle/ Hyperion) i really like that OneStream is a real platform where you don't need to move your data around. Consolidation, planning, data integration but also operational reporting using BI is included in the platform. **What do you dislike about OneStream - Unified EPM?** Since OneStream is so advanced it really fits companies with more then 1 usecase. If you only use a small part of it the value for money might not be that good. A great feature is that everyting is possible but that is also a challenge. make sure you are advised by an experienced OneStream consultant/ user. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Using OneStream for multiple purposes instead of a separate tool for all reduces the effort in moving data around, managing metadata and validating that the data is equal over the different applications/ tools. ### 18. One of the best Financial systems in Cloud **Rating:** 4.5/5.0 stars **Reviewed by:** Oscar C. | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2023 **What do you like best about OneStream - Unified EPM?** One of the most highly valued features of Onestream is its seamless integration with Microsoft Excel. This integration allows users to continue working with their familiar spreadsheets while also gaining access to powerful cloud-based functionality such as databases, catalogs, budgets, reconciliations, and legacy systems. The comprehensive suite of capabilities that Onestream offers makes it the ideal solution for finance teams seeking a seamless and integrated approach to financial management, which is why it is widely regarded as the to-go tool for finance professionals. **What do you dislike about OneStream - Unified EPM?** Perhaps the performance during month-end close is something to consider since Onestream can become a bit slow when there is heavy usage across the organization. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Onestream is utilized for the accounts reconciliation process at month-end. Before implementing Onestream, the organization relied on multiple, disconnected Excel files and email communication, which made the process slower and more tedious. ### 19. OneStream review **Rating:** 4.5/5.0 stars **Reviewed by:** Maaike B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2023 **What do you like best about OneStream - Unified EPM?** OneStream offers a unified platform for financial planning, consolidation, reporting, and analysis, eliminating the need for multiple tools. Its user-friendly interface and drag-and-drop functionality make it easy for non-technical users to operate. OneStream's powerful workflow engine and robust security features ensure data accuracy and integrity. The platform provides real-time financial intelligence, enabling organizations to make informed decisions quickly. **What do you dislike about OneStream - Unified EPM?** OneStream's implementation and customization can be complex, requiring technical expertise and extensive training. The platform may not be cost-effective for small businesses or those with simpler financial needs. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Utilizing OneStream for multiple functions, rather than relying on individual tools for each task, can minimize the need to transfer data between various applications, oversee metadata, and verify data consistency across different tools. ### 20. Excellent Software and Prompt Support **Rating:** 5.0/5.0 stars **Reviewed by:** Ben S. | Enterprise (> 1000 emp.) **Reviewed Date:** March 23, 2023 **What do you like best about OneStream - Unified EPM?** Easy for end users to understand and begin loading and reporting data. Also relatively easy for administrators to understand. **What do you dislike about OneStream - Unified EPM?** Transfer from on-premise to cloud SaaS is slightly complex due to the unique nature of the business. OneStream support are helpful and prompt to reply however. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Better reporting for end users including standardisation of reports to ensure everyone is looking at the same picture. ### 21. OneStream is a state of the art all-in-one consolidation and reporting platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Floris V. | Junior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2023 **What do you like best about OneStream - Unified EPM?** All-in-one platform for consolidation and reporting purposes. The customer excelence team is fantastic, they ensure that all users are 100% satisfied with the software and they do not make any compromises! **What do you dislike about OneStream - Unified EPM?** Since OneStream is still relatively new, there are (as expected) some aspects of the software still in development. However, they are working extremely hard to catch up! **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream is helping clients to improve their monthly processes by not only automizing the process, but also improving the way of working, workflows, and data quality. ### 22. "OneStream XF EPM - The Ultimate Solution for Efficient Financial Planning and Analysis! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2023 **What do you like best about OneStream - Unified EPM?** Advanced Automation Capabilities: The software provides advanced automation capabilities, such as automated data loading and transformation, automated consolidation, and data validation, which helps to streamline the financial planning and analysis process. **What do you dislike about OneStream - Unified EPM?** It has limited integrations with other third-party software, which may restrict the functionality and customization of the software. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** One stop solution for the all the close related activities, the best things is task manager feature in onestream we can have multiple tasks and can tack the same for the other users and have a streamined period close process. ### 23. Best CPM tool available **Rating:** 5.0/5.0 stars **Reviewed by:** Andy R. | Lead Consultant, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about OneStream - Unified EPM?** Single integrated platform for FP&A, Consolidations, and Finance. **What do you dislike about OneStream - Unified EPM?** As a high growth company there are places where the documentation hasn't kept up with the innovation in the product. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream minimizes the need to load the same data to multiple products or modules. It creates simplicity for users by allowing administrators to be technical. ### 24. Number One in EPM **Rating:** 5.0/5.0 stars **Reviewed by:** Gijs v. | Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2023 **What do you like best about OneStream - Unified EPM?** OneStream is a great platform for all kinds of Finance and non-Finance challenges. User friendly, very fast and easy to maintain. **What do you dislike about OneStream - Unified EPM?** The tool is so broad, that you easily get lost in the possibilities. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream is very flexible in setup. So it helps us with consolidation, cashflow planning and even ESG reporting. ### 25. Integrated platform solution **Rating:** 4.5/5.0 stars **Reviewed by:** Sander R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about OneStream - Unified EPM?** Platform, integrating all functionalities and modules within one integrated platform. Ensuring a better integration and data collection process. **What do you dislike about OneStream - Unified EPM?** Could be to overwhelming for starters, also for smaller use-cases the platform could be "too much" **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Flexibel to to able to find a solution to (almost) all client challenges. ### 26. Great EPM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Guillermo M. | Chief Operating Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2023 **What do you like best about OneStream - Unified EPM?** One tool and one license for all apps and program **What do you dislike about OneStream - Unified EPM?** It is a little bit thecnical. You need it inhouse in order to deploy and maintain **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Easy to transfer data from other systems and consume it Helps to provide one source of truth ### 27. The CPM application of the future **Rating:** 5.0/5.0 stars **Reviewed by:** Reid M. | Senior Manager of Business Development and Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2022 **What do you like best about OneStream - Unified EPM?** OneStreams unified platform is simple and easy to navigate, and their customer support is superior. automation of my monthly consolidations has been a life changer **What do you dislike about OneStream - Unified EPM?** Onestream is a ten year old company, and still learning and expanding. the one issue they have is that they do not have a journal entry module. although this was an internal issue, Onestream has said they are building that module for their account recs process **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream is helping automated and streamline my planning, budgeting and forecasting processes with a click of a button. Theyre also automating my month and year end consolidations. The task manager from the marketplace is the best on the market ### 28. OneStream XF - your imagination is your limit - Great Auto Recon Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Darpan B. | IT Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 20, 2020 **What do you like best about OneStream - Unified EPM?** Inbuilt features like Audit Reports , Integration with Cube , Performance with Large Data **What do you dislike about OneStream - Unified EPM?** Standard Drill down features cannot be customized. **Recommendations to others considering OneStream - Unified EPM:** It's a great tool and we are proud of our decision. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Automating the Balance Sheet Reconciliation process , which was a compliance issue for us. ### 29. Great software platform and features to meet your business needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2022 **What do you like best about OneStream - Unified EPM?** User interface is intuitive and local administration is very user friendly **What do you dislike about OneStream - Unified EPM?** This software shouldn't require a consultant to implement. OneStream could provide better training or in-house implementation included in the cost of the licenses. **Recommendations to others considering OneStream - Unified EPM:** Consider what scope of functionality you want before engaging the implementation consultant to ensure you select a firm that can successfully implement it. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Better reporting around Account Reconciliation compliance and adherence to the policies. Good approval workflow and audit logs ### 30. OneStream Review **Rating:** 5.0/5.0 stars **Reviewed by:** Antoine S. | Senior Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 ### 31. Why OneStream? **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2020 **What do you like best about OneStream - Unified EPM?** So Why OneStream? OneStream XF is a platform not a product. So, what does that mean? From a business perspective, it means the end to spending time determining which product and technology to use as OneStream was developed to support Consolidations, FP&A, Management Reporting, Account Reconciliations, Strategic Finance, Governed Analytics, etc. providing a consistent technology platform. From an implementation perspective, the limitations and compromises of Hyperion / Oracle are eliminated due to a platform that is extensible, scalable, modern and secure. From an IT perspective you are in the driver’s seat, deploying a modern architecture that is operating in either your company’s data center or in the cloud. **What do you dislike about OneStream - Unified EPM?** Would suggest improvements to Metadata management and synchronization of metadata between environments. **Recommendations to others considering OneStream - Unified EPM:** Call or email your peers on the client reference list. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Consolidations, Planning, Forecasting, Account Reconciliations, People Planning, Sales Reporting, Dashboarding, Zero-Based Budgeting, custom drill through, and OneStream XF was utilized to replace Hyperion Strategic Finance to support Cash Planning. ### 32. Product Changes Hard to Implement Easily **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** March 14, 2022 **What do you like best about OneStream - Unified EPM?** Easy to use and consolidate many entities replicating similar data. Quick to update and review previous periods, Easy to calculate financials in particular Fx rate **What do you dislike about OneStream - Unified EPM?** Adding accounts to the report is not straightforward, cannot delete cells once you add one by mistake. Account codes are not self-explanatory easy to make mistakes. Will not bother giving you consolidation unless you create your own **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Budget process and periodical reporting. Fast consolidated sub-divisions give flexibility and speed to the month-end reporting process. Can utilize excel capabilities and link source systems thru other link softwares. ### 33. A well thought-through product **Rating:** 5.0/5.0 stars **Reviewed by:** Ken O. | Enterprise (> 1000 emp.) **Reviewed Date:** June 30, 2020 **What do you like best about OneStream - Unified EPM?** One of the key strengths of OneStream is that it was built as a single product from the ground up. All of the code and artefacts are reusable throughout the application. Also the product is identical whether it is on-prem or in the cloud which makes it very easy to migrate from one to the other. **What do you dislike about OneStream - Unified EPM?** There is no keyboard navigation defined in OneStream. everything is mouse based which makes interaction with the product much slower and cumbersome than it needs to be. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** OneStream is giving us reporting agility and speed that we could not dream of with Excel. ### 34. Incredible extensibility and ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about OneStream - Unified EPM?** The tool is extremely easy to use and has incredible extensibility to automate processes and drive efficiencies. Their focus on customer success is also a key differentiator. **What do you dislike about OneStream - Unified EPM?** The only challenge is not with t(e tool itself but with historical data challenges. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Improving planning and forecasting cycle time, automation of processes and extensibility for profitability reporting. ### 35. OneStream is a no brainer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about OneStream - Unified EPM?** One application that handles consolidation, planning, forecasting, reporting, tel, etc. **What do you dislike about OneStream - Unified EPM?** Would like to see a better excel add in with ad hoc capability. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** All of our consolidation, planning, and reporting needs. We were able to reduce month close by 10 days. ### 36. OneStream XF **Rating:** 5.0/5.0 stars **Reviewed by:** Michael G. | Senior Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about OneStream - Unified EPM?** The XF platform is the real deal. Customers love it, and developers love to build on the platform. Anyone with a curiosity to learn will find value in using OneStream. **What do you dislike about OneStream - Unified EPM?** It is relatively new (10 years), and best practices are still being refined and developed, and communicated. There also is a lot to know to become an expert, so pace yourself. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Planning, consolidation, and defining repeatable processes that can be automated. A developer can automate any manual mouse click event on the platform using Data Management Sequences and Steps. It is very powerful. ### 37. Efficient Account Reconciliation Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Enterprise (> 1000 emp.) **Reviewed Date:** September 01, 2021 **What do you like best about OneStream - Unified EPM?** The interface is simple to understand. I have tried 50 users so far and they quickly understand how to use it and feel comfortable to explore additional features. **What do you dislike about OneStream - Unified EPM?** It was unable to import the subledger detail to allow us to reconcile the control accounts. We must still manually run the subledger report and attach it manually to each reconcilation. Other than that, it seems to achieve our requirements. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** We have achieved better compliance and corporate visibility to our account reconciliations. We can timely meet auditor requests and evidence the support for balance sheet accounts. ### 38. OneStream Pros and Cons **Rating:** 4.5/5.0 stars **Reviewed by:** Nicolas A. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2021 **What do you like best about OneStream - Unified EPM?** Tea or Coffee?... Why chose if you can have both?... That is where OneStream is strong as you always have a choice. It starts on day 1 where you need to choose if you want OneStream on premises or in the cloud.... With OneStream you own the solution and you keep your freedom. I also really like the Marketplace with all the solutions. Not only for the end users but also for the admin. It is really helpful to have tools like the metadata builder to kick start a project. I also really appreciate their fast and good support team. You usually get an answer within the hour - And i do not mean something like "Thanks for contacting us" :-) The videos are also a really nice way to help or discover a part of the tool. Unfortunately it takes time to watch those videos and I do not take advantage of it enough! **What do you dislike about OneStream - Unified EPM?** Anything is possible in OneStream... The early stage of the implementation is key to meet the long term requirements! And this is challenging to foresee... **What problems is OneStream - Unified EPM solving and how is that benefiting you?** With OneStream it is possible to do consolidation, forecast... but also more specialized reporting like IFRS16! ### 39. Product Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2021 **What do you like best about OneStream - Unified EPM?** OneStream is by far the best consolidation tool that I have ever worked on. The reporting, upgrades, ease of use, and automation are fantastic. **What do you dislike about OneStream - Unified EPM?** Sometimes the excel function can be tricky to learn but once you get familiar with it the tool is great! **What problems is OneStream - Unified EPM solving and how is that benefiting you?** The ability to load from our ERP into OneStream has been very benenificial. The users pick up the tool very easily. And the ability to add more dashboards like Account Recs has been great! ### 40. Just a little slow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** September 05, 2021 **What do you like best about OneStream - Unified EPM?** I like that the window in excel with the onestream add-on updates in real time. **What do you dislike about OneStream - Unified EPM?** You have to use internet explorer to initially launch onestream XF. It also takes some time to query, even slower than other Saas products. **Recommendations to others considering OneStream - Unified EPM:** There are great tutorials online. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Exporting and importing reports. ### 41. All in one solution for the Financial Department **Rating:** 4.5/5.0 stars **Reviewed by:** Ruben C. | EPM Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2020 **What do you like best about OneStream - Unified EPM?** Building specific solutions, processes, end user dashboards to support the financial department in the business. When OneStream is implemented there is time to really analyze data instead of creating data. The vendor strives a 100% customer satisfaction, this is visible in multiple ways, like their own support and expecting the maximum of their implementation partners. **What do you dislike about OneStream - Unified EPM?** You need a certain basis of knowledge to get the best out of OneStream. I would always advice to follow the basic training. **Recommendations to others considering OneStream - Unified EPM:** Try to get the most out of the OneStream Platform, don't stick to one part of your financial proces. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Complex Planning Solutions Consolidation IFRS16 Tax Treasury Creating a streamlined process out of complex Excel sheets ### 42. OneStream CPM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2020 **What do you like best about OneStream - Unified EPM?** Hands down, my favorite part of OneStream is the flexibility of the software. There continues to be new ways to utilize the software on almost a weekly basis. **What do you dislike about OneStream - Unified EPM?** While not a complete dislike, there are certain challenges with report formatting that I've been working through for quite some time. The formatting could be a little more user friendly that would then compare to the user friendliness of the rest of the software. **Recommendations to others considering OneStream - Unified EPM:** Take you time and analyze all aspects of the software. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** The idea of creating "One Source of the Truth" is probably one of our biggest benefits. We can utilize the same software for both internal and external reporting as well as allowing multiple disciplines to utilize the same solution. ### 43. Great tool for consolidations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2021 **What do you like best about OneStream - Unified EPM?** XF has financial intelligence that makes consolidation a breeze. **What do you dislike about OneStream - Unified EPM?** You can call OS a tool that tries to do it all in one platform. There are some areas that need improvement when it comes to planning and reporting. (it is not a Tableau or a true Planning system) **What problems is OneStream - Unified EPM solving and how is that benefiting you?** It is flexible to the point that you can do pretty much anything with it (given the time, money, and the expertise to maintain the system once it is done.) ### 44. Driver Based Planning made easy (& in the cloud) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2020 **What do you like best about OneStream - Unified EPM?** We really appreciate the reduced reliance on IT infrastructure due to (a) having the database supported by Azure and OneStream. Tied for best, we also love how flexible the planning capabilities have been to capture our evolving complex needs **What do you dislike about OneStream - Unified EPM?** It is newer than other legacy platforms out there and as such there are less people available to help... less "experts", if you will. We've just taken on learning as much as we can on our own. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** We struggled with forecasting a business that can change dramatically quickly and with mobile assets. OS afforded us the flexibility within the hierarchy to do just that. We are also multi-national, multi-currency and it has allowed all locations to be involved without any latency or performance issues. ### 45. OneStream XF is THE product for the Finance Professional **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2020 **What do you like best about OneStream - Unified EPM?** Adaptability of the product through configuration. Development of reports, dashboards, etc., can be accomplished without the need to hire a programmer to write custom code. The launching of the Academy to allow for self-instruction has been a huge benefit to our team, allowing us to expand usage of the product through development of dashboards. **What do you dislike about OneStream - Unified EPM?** Performance can be an issue with large entity and account structures. Having a fairly complex entity structure, it takes the system over 2 hours to run a full consolidation. There is a point where no matter how many processors or memory is given to it, the system simply cannot process records any faster. **Recommendations to others considering OneStream - Unified EPM:** OneStream is really targeted to Finance professionals. It can be managed completely by the Finance team, eliminating reliance on IT for support. Upgrades take about 2 hours to complete. Easy to use and easy to support. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** The entire financial close process has improved since implementing OneStream. Workflow guides the users through the steps they need to take to complete the close process. Validation checks ensure data quality. Integration with ERP systems is great! We knocked a day off the monthly financial close and have improved data quality immensely. ### 46. Started as a Customer. I loved OneStream so much that I now work with a OneStream Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Jacqueline M. | Director, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2020 **What do you like best about OneStream - Unified EPM?** Efficiency. I first got my hands on OneStream as a Senior Consolidations and Financial Reporting Analyst. I saw the legacy excel workbooks that were used for Consolidations and was so thankful that the organization had recently implemented OneStream. Trying to refresh the legacy workbooks was a nightmare... it would lock up my excel, constantly "break" with #VALUE!s all over the place, etc. I loved OneStream XF so much that I decided to change my career and work on Implementation. I now work for an official OneStream partner and have loved learning about all of the exciting OneStream solutions out there! **What do you dislike about OneStream - Unified EPM?** I would say that OneStream is still a relatively new software. As such, you can't "google" your way to solutions. There are, however, various tools available such as OneStream Academy, OneStream Knowledge Base and OneStream Community that help you "google" your way to solutions. **Recommendations to others considering OneStream - Unified EPM:** OneStream XF is an incredible tool. If used correctly, this product can save you and your organization countless hours. This platform is not just good for consolidations, financial reporting and planning but offers so much more with their extensive XF MarketPlace solutions such as Thing and People planning. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** So many problems! Number one benefit was not having to switch between multiple applications to arrive at the same (or sometimes a lesser) result. Why jump into multiple ERPs, multiple excel books, etc when you can find it all in one place? ### 47. Consolidation and IFRS16 in OneStream XF **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2020 **What do you like best about OneStream - Unified EPM?** OneStream XF is a platform, meaning it has multiple solutions in it. We implemented Consolidation and IFRS16 (which is a marketplace solution, like an app). But also data integration, reporting and planning is included. **What do you dislike about OneStream - Unified EPM?** The learning curve is pretty steep since it is such a big platform. Since everything seems possible it is a challenge to balance a world-class application versus project timelines and budget. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Consolidation and IFRS16 is now in one system with the same user experience. It is all maintained in one central place. ### 48. Its the best solution in the market in my experience because you can have a unique financial model **Rating:** 5.0/5.0 stars **Reviewed by:** Hugo J. | Manager CPM, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2020 **What do you like best about OneStream - Unified EPM?** Extensibility Dimensionality allows information to be analyzed at different levels **What do you dislike about OneStream - Unified EPM?** I think the main improvement may be the use on mobile devices, having an integration with different devices such as ipad or smartphone **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Mainly being able to have a single and integrated platform with the different financial modules such as consolidation and planning. ### 49. Simplifies all the Finance Operations into one platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Andy J. | Executive Committee, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2020 **What do you like best about OneStream - Unified EPM?** One version of the truth, all your data in one place makes reporting easier and performing tasks more standardized. We don't spend our time having to reconcile data between multiple systems or training people on multiple products. **What do you dislike about OneStream - Unified EPM?** The OneSream solution is a little Microsoft oriented. As long as your organization okay with that as a platform it's fine - most companies have some sort of Microsoft anyway.. **Recommendations to others considering OneStream - Unified EPM:** Take a look at the OneStream XF marketplace as there are over 50 additional solutions available. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Consolidations, Reporting, and Analytics all in one place. It's been a huge time saver. ### 50. Complete EPM software for enterprise users **Rating:** 5.0/5.0 stars **Reviewed by:** Larry M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2020 **What do you like best about OneStream - Unified EPM?** OneStream gives the entire package for one price. Close and Planning as well as everything else is on one place for one price. **What do you dislike about OneStream - Unified EPM?** It can be complicated to learn. The theory is the same as the other EPM software, but the layout allows for more specialization. **What problems is OneStream - Unified EPM solving and how is that benefiting you?** Data movement is much easier with OneStream. There is no disconnect between Close and Planning. ## OneStream - Unified EPM Discussions - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments - [View OneStream - Unified EPM pricing details and edition comparison](https://www.g2.com/products/onestream-unified-epm/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-31+13%3A06%3A54+-0500&secure%5Bsession_id%5D=70839978-2aa9-473c-9fe6-456409257681&secure%5Btoken%5D=c051f4c25f8f0e0a2adc4b5be26ae9760825cc4b15f3440593f68952146a0b3a&format=llm_user) ## OneStream - Unified EPM Integrations - [Anaplan](https://www.g2.com/products/anaplan/reviews) - [eCustoms](https://www.g2.com/products/ecustoms/reviews) - [Google Cloud BigQuery](https://www.g2.com/products/google-cloud-bigquery/reviews) - [Kepion](https://www.g2.com/products/kepion/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Oracle Database](https://www.g2.com/products/oracle-database/reviews) - [PowerBI Tiles Pro](https://www.g2.com/products/powerbi-tiles-pro/reviews) - [Sage 500](https://www.g2.com/products/sage-500/reviews) - [Sage CRM](https://www.g2.com/products/sage-crm/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - [SAP HANA Cloud](https://www.g2.com/products/sap-hana-cloud-2025-10-01/reviews) - [Sisense](https://www.g2.com/products/sisense/reviews) - [Watershed](https://www.g2.com/products/watershed/reviews) ## OneStream - Unified EPM Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Reconciliation** - Consolidation - Management - Accounting **Financial Planning** - Extended Planning - Reporting - Integration **Reconciliation - Financial Reconciliation** - Automation - Bank Statements - Exceptions - Algorithms **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting** - Report Types - Standard - Custom **Audit - Financial Reconciliation** - Accuracy - Compliance - Reporting - Audit Trail **Territory Management - Sales Planning** - Territory Management - Territory Planning **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Closing Process** - Audit - Journal Entries - Distribution **Integrations - Financial Reconciliation** - Accounting - Inventory - ERP - Banking **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **User Permissions and Security - Financial Reconciliation** - Access - Authentication - Encryption - Regulations **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning **Agentic AI - Financial Reconciliation** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis ## Top OneStream - Unified EPM Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (393 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (469 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (489 reviews)