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OneStream - Unified EPM Reviews & Product Details

OneStream - Unified EPM Overview

What is 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 1,400 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 Details
Product Website
Languages Supported
Czech, German, English, French, Italian, Dutch, Polish, Portuguese, Spanish
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Product Description

The OneStream corporate performance management platform quickly and easily aligns to business changes by leveraging core financial consolidation, planning, data quality, and financial reporting capabilities.

How do you position yourself against your competitors?

OneStream stands out by eliminating data silos and enabling finance teams to focus on strategy rather than data wrangling. Key differentiators include:

• Uniquely Unified Platform: Eliminate multiple tools and disjointed data. Access everything from financial close to planning and reporting in one secure, unified platform.

• Infinitely Extensible Platform: for Finance: Expand capabilities without increasing technical complexity. The platform's flexibility ensures it grows with your business, offering data-driven decision support across all planning areas. OneStream scales to meet the demands of large and complex organizations, supporting future expansion and strategic innovation without costly transitions or re-platforming.

• Purpose-built AI Enabled Solutions: Harness the power of AI and ML to optimize forecasting, decision-making, and performance across the organization.


Seller Details
Company Website
HQ Location
Birmingham, MI
Twitter
@OneStream_Soft
2,141 Twitter followers
LinkedIn® Page
www.linkedin.com
1,507 employees on LinkedIn®
Description

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.  With more than 1,400 customers,
50 go-to-market, implementation, and development partners and 1,300 employees, our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy.


Lauren F.
LF
Overview Provided by:
Senior Manager, Customer and Content Marketing at OneStream

Recent OneStream - Unified EPM Reviews

seshu .
S
seshu .Enterprise (> 1000 emp.)
5.0 out of 5
"Dynamic Application"
1 - OneStream is All in one platform and it combines financial planning, Budgeting and forecasting reporting and analysis into one solution. 2-Int...
Sathish R.
SR
Sathish R.Enterprise (> 1000 emp.)
4.5 out of 5
"All in One Solution for all finance related requirements"
Transformation Rules Flexibility with Application Extensible Dimensions for business reporting One Solution multiple Products Easy implementati...
Tahir H.
TH
Tahir H.Enterprise (> 1000 emp.)
5.0 out of 5
"OneStream Review 2025"
OneStream is an extremley versitile platform that allows complete flexibility in managing Actuals, Forecast, Budget across different cubes. The ext...

OneStream - Unified EPM Pricing

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OneStream - Unified EPM Media

OneStream - Unified EPM Demo - Financial Reporting
Conquer the complexity of the financial close and consolidation process and deliver rapid insights to internal and external stakeholders. Replace Excel spreadsheets and standalone financial consolidation software with a modern, unified platform.
OneStream - Unified EPM Demo - Operational Reporting
Unify financial and operational data from across the organization into a governed, flexible solution without copying information between fragmented sources and tools.
OneStream - Unified EPM Demo - KPI Summaries
Enable Finance and Line of Business partners with self-service reporting, visualizations and ad-hoc analysis tools to accelerate reporting and decision-making.
OneStream - Unified EPM Demo - Mobile View - Product Summary
Deliver key insights for financial, statutory and management reporting at speed to capitalize on market opportunities and mitigate risk.
OneStream - Unified EPM Demo - Mobile View - Product Details
Quickly understand business trends and drill-down into the underlying causes, all the way back to transactional details if needed.
OneStream - Unified EPM Demo - Mobile View - Dashboards
Self-Service, interactive dashboards offer executives, managers and business users the ability to change variables and bring data to life for the insight needed to make quicker and better decisions.
OneStream gives organizations the insights and capabilities they need to Take Finance Further.
Play OneStream - Unified EPM Video
OneStream gives organizations the insights and capabilities they need to Take Finance Further.
In a time of geopolitical uncertainty and an ever-complicated operating environment, how can executives increase performance? Learn how OneStream can help you Take Finance Further.
Play OneStream - Unified EPM Video
In a time of geopolitical uncertainty and an ever-complicated operating environment, how can executives increase performance? Learn how OneStream can help you Take Finance Further.

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Video Reviews

102 OneStream - Unified EPM Reviews

4.6 out of 5
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102 OneStream - Unified EPM Reviews
4.6 out of 5
102 OneStream - Unified EPM Reviews
4.6 out of 5

OneStream - Unified EPM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for OneStream - Unified EPMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Tahir H.
TH
OneStream Product Owner
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OneStream - Unified EPM?

OneStream is an extremley versitile platform that allows complete flexibility in managing Actuals, Forecast, Budget across different cubes. The extensibility is a very powerful feature both for collating data but also for performance in consolidating the data. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

It would be great to have API integration to manage security using an external tool. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

We have a few hundred entities globally so OneStream is used to capture all the Actuals data from across a number of ERP systems in a unified way. This enables us to close our books quicker then before and has saved us 3 days in closing our books. We can also complete our forecast and budget and proforma data in the application at the same level of granularity. WIth a high volume of data we are leveraging the Vertical and Horizontal extensibility which gives us details at the right level and performance in consolidation. Review collected by and hosted on G2.com.

Sathish R.
SR
Solution Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about OneStream - Unified EPM?

Transformation Rules

Flexibility with Application

Extensible Dimensions for business reporting

One Solution multiple Products

Easy implementation of a new product from Market Place

Customize the application according to business needs Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Dashboarding Capabilities

Ease of creating dashboards

There is no keyboard navigation defined in OneStream, everything is mouse-based. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

We have started using OneStream for Account Reconciliation. Instead of just migrating the account reconciliations to a digital platform, we have now achieved the below benefits from OS tool.

Consolidation of additional attributes like Aging, Categories from lowest to top entity hierarchy

Calculation of Risk indicators associated with Sub Ledgers of AP, AR & Inventory

Drill Back from summary level to Transactional level at a click of a button Review collected by and hosted on G2.com.

seshu .
S
Associate Consultant
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OneStream - Unified EPM?

1 - OneStream is All in one platform and it combines financial planning, Budgeting and forecasting reporting and analysis into one solution.

2-Intuitive User Interface: it is very user friendly

3-Cloud integration

4-Cutomization in the application these are points i like very much in the OneStream application. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

1- Implementation time

2-Cost & Limited third pary integration

3-Performance issues with large data these are points i dislike in the application Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

problem : FragmentedFinancial systems: Manu organizationsRelay on the multiple disconnected systems for budgeting forecasting, reporting and consolidation leading inefficiencies and increased complexity

soltuion:Onesteam consolidates all these functions into single platform, reducing need for multiple tools

Benifiting:Simpled financial process, improved data consistancy, and fewer integration issues Review collected by and hosted on G2.com.

Aric G.
AG
Manager of Financial Systems
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about OneStream - Unified EPM?

OneStream is an incredibly dynamic corporate performance management system that can integrate nearly all source systems into one unified platform. There is great out-of-the-box functionality, but what is great about OneStream is seemingly limitless customization can be built on it. This allows for precise customization regardless of the customer and their needs. Additionally, the MarketPlace is constantly evolving, expanding, and growing based on customer/consultant feedback. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

It's difficult to find a true dislike about OneStream, but if I had to pick one, I would say that I wish some of the MarketPlace Solutions were a little more robustly built out-of-the-box. An example would be that the People Planning module didn't have a lot pre-built that we could build upon. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

OneStream has streamlined so many functions for us. This has lead to faster and more accurate report distribution, more dynamic and precise forecasting, and improved compliance/controls. It's hard to imaging going back to the "pre-OneStream days". Review collected by and hosted on G2.com.

MN
Assistant Controller
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about OneStream - Unified EPM?

What I like best about OneStream is having one, consolidated platform for access. It's so easy to enter and access the value added data without spending time wasting through data and tieing out data from multiple platforms. The one source of truth and reliability of the data is amazing. Integrating with our ERP is going better than I expected, espeically since we are on a smaller, less known ERP. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Not sure yet...trying to learn the full suystem is a little overwhelming at first but I'm sure as soon as I go through the online training's I'll feel better. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

Consolidation! Being able to see a push button report of where our OOB are between entities is amazing and a huge time saver! Having drill down data capabilities is also great so users have the data at their fingertips! Review collected by and hosted on G2.com.

JB
Director of Finance
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about OneStream - Unified EPM?

What's most helpful about OneStream is the unified platform and the use of extensibility. By having all data in one platform, such as actuals, plan, and operational data, users are able to access in one system. Extensibility enables users and groups to have the flexibility to view and/or plan data in different ways. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

With all the options available in OneStream, the user experience may seem overwhelming without the proper support of the Admins and super users. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

We are standardizing processes in OneStream for consolidation and planning. We are also utilizing OneStream as our one source of the truth for all are data. So not only is OneStream solving our disparate system problem, but it also is allowing users to have the same experience when going through our monthly close process, as well as our budget cycles. Review collected by and hosted on G2.com.

MU
application developer
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about OneStream - Unified EPM?

easy to use onestream tool .

and it is easy to understand all the dashboard componets in onestream XL tool. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

easy to use , ease to implenmetion ,customer Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

in dashboard compounts - parameter componets has lots of solution we can add the same parametr to another dashboard . Review collected by and hosted on G2.com.

Brian F.
BF
Director of Financial Planning and Analysis
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about OneStream - Unified EPM?

OneStream is easy to use for Finance professionals. The implementation was easy and the use of the consolidation tool has improved our close process by reducing the hours spent, but also improving the level of confidence we have in our monthly results. Finance owns the product and any changes we need to make, we can implement without IT involvement. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

We still have work to make our forecasting process easier and smoother. Right now we still are leveraging Excel to do much of our forecasting, but are in the process of looking for a better option within OneStream. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

We have multiple ERPs and the consolidation tool we had previously took hours to update. The old tool also limited us from making changes in our ERPs. OneStream has allowed us to be more flexible in making master data changes in our ERPs and the flow seemlessly into OneStream.

For the Budget/Forecasting, we now have a clean budget by department that was not achieved historically with our company. We can now focus on our spend categories with greater confidence of accuracy. Review collected by and hosted on G2.com.

Verified User in Manufacturing
AM
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about OneStream - Unified EPM?

I am very impressed by OneStream so far! We are currently in implementation and have had zero issues upgrading from HFM to OneStream for Close and Consolidations. The system works very efficiently - it takes very few clicks to make any changes required and I love that we can easily download a complete audit trail of the changes. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

At this point there is not something I dislike. The implementation process has gone smoothly. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

We currently struggle to have one source of truth for our financial data across all business functions. We have users that will download point in time data and upload to PowerBI without completing data validaiton. This causes misinformation being sent to our key decision makers in our company. Our current consolidation software only houses the financial data. We are excited to have a system that operates more as a financial data lake, houses more than just ending trial balance data. Review collected by and hosted on G2.com.

CW
Controller
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about OneStream - Unified EPM?

I like the consolidation capability and the ease of use. It didn't take me long to learn where to find the items I needed and how to make changes when needed. The implementation has been going well and our implementation team has helped tremendously. When speaking with OneStream team members, they have given some good advice and also informed me about other training events and how to get involved. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

So far I have not encountered anything negative. I have had a very peasant experience to date. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

We are currently using Excel for our consolidatiions each month. OneStream will help eliminate a lot of manual work each month. Review collected by and hosted on G2.com.