OneStream - Unified EPM

OneStream - Unified EPM Reviews & Product Details - Page 3

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

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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

Seller

OneStream Software

Company Website

HQ Location

Birmingham, MI

Twitter

@OneStream_Soft
2,144 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.

Overview Provided by:

Lauren Ford

Senior Manager, Customer and Content Marketing at OneStream

OneStream - Unified EPM Integrations

(1)

Verified by OneStream - Unified EPM

Microsoft SharePoint

Recent OneStream - Unified EPM Reviews

2/14/2025

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...

2/13/2025

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...

2/12/2025

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

OneStream

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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.

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.