Conquer Complexity in Planning and Reporting

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Unify Finance Processes

Break away from the limitations of Excel spreadsheets and legacy applications. Unify financial consolidation, reporting, planning and analytics through a single, extensible technology platform.
Our Platform
Unleash
Unleash the power of finance and operations with a truly unified CPM software platform.
Empower
Empower the enterprise with financial and operational insights.
Evolve
Evolve to support growth and new business requirements.

Extend Your Investment

The OneStream platform can easily be extended with over 50 CPM solutions from the OneStream™ MarketPlace
OneStream™ MarketPlace

Account Reconciliations
Eliminate manual processes or standalone reconciliation solutions with the OneStream Account Reconciliations solution.

Transaction Matching
Match transactional data from multiple sources and quickly identify and resolve differences.

Task Manager
Organize user workflows inside and outside of OneStream. Provide one stop for administrators to manage and ensure the success of their processes.

People Planning
Perform detailed employee and contractor-based planning for compensation, benefits, travel and other employee-related expenses.

Capital Planning
Perform detailed planning for capital assets and related expenses including depreciation, maintenance and insurance.

Predictive Analytics
Integrate financial and operational data, analyze key business trends and predict with confidence.

Conquer Complexity

OneStream helps organizations across multiple industries conquer complexity and lead at speed by unifying key finance processes and turning data into actionable insights.

Unify finance processes and provide insights into customers, suppliers and manufacturing operations.

More Manufacturing

Modernize the financial close, reporting and formulation processes for Federal Agencies and State & Local Governments.

More Public Sector

Align the financial close & reporting processes with detailed operational planning, portfolio management, and customer profitability.

More Financial Services

Enable healthcare providers, payers and researchers to navigate market changes and conquer complexity with a single, unified finance platform.

More Healthcare


Upcoming Events

24
Mar
GlobalEnglishWebinar
Conquering Complexity in the Financial Close
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31
Mar
GlobalEnglishWebinar
Sensible Machine Learning
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07
Apr
GlobalEnglishWebinar
Leading at Speed with Budgeting, Planning & Forecasting
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Delivering 100% Customer Success

“We’re no longer responsible for centrally managing templates and pushing them out to the users for updates. The automation of the calculations has freed up my team quite a bit. It used to take us weeks to collect all the data in Excel® and load it into BPC. Now the users just enter their forecasts right into OneStream. As a result, our forecasting cycle reduced from two weeks to two days.”
Todd Marcukaitis | Sr. Director, Financial Planning and Sales Operations
“We usually do one major upgrade a year, and with OneStream we’ve had smooth upgrades. For data integration there’s a lot of flexibility with load files. There’s no forced order or format—it’s up to your preferences. With reporting, you can select the best option for you—you can automate the reports to run every month. The sky is the limit with what you can do within OneStream.”
Kevin Wolf | Manager, Financial Systems
“The process and people are drivers in speeding up our month end close, and the OneStream technology has been an accelerator. Having a scalable platform in place has really supported our finance transformation to help TMF Group grow towards a EUR 1 billion revenue company. OneStream has been critical in further strengthening the central data-driven Finance organization and steering the company to achieve our strategic goals.”
Wiebe Wijnia | Director
“The ability for me to drill in and get answers on my own is something that I couldn’t do before, and it’s been a huge game changer. I’m an Excel® guy, so the QuickView process and being able to quickly design reports for the information I need is much easier than the ad hoc process in HFM. Just to get that granular level of detail to explain a difference has been much nicer than HFM.”
Paul VandenBerg | Director of Corporate Accounting

Satisfied Customers


Featured Resources

Unifying Integrated Business Planning: How Does It Work?
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OneStream Named a Leader in Gartner® Magic Quadrant™ for FP&A Software
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English Exploring Value Realization with OneStream
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English The New CFO Imperative: Unifying ESG & Financial Reporting
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Latest News & Press

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OneStream Hosts Annual Splash Conference This April in Washington, D.C.
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OneStream Expands Machine Learning Capabilities To Build Trust and Transparency for Customers
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OneStream Named Winner of the 2023 Top Workplaces USA Award
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OneStream Recognized as a Leader in the Nucleus Research CPM Technology Value Matrix
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OneStream Software and Extreme Solutions Announce Partnership to Help Organizations Conquer Complexity and Drive Finance Transformation Across EMEA
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OneStream and PwC France Announce Partnership to Help Organizations Conquer Complexity and Drive Finance Transformation in France and across EMEA
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OneStream Adds Tennis Pro Caroline Garcia as Global Brand Ambassador
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Marelli Selects OneStream to Streamline and Unify Financial Consolidation, Reporting and Planning
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Industry Recognition


FAQs

Corporate performance management (CPM)systems focus on helping organizations improve management processes. CPM software systems help organizations achieve their financial objectives by linking corporate strategy to plans and execution. It includes the process of collecting and integrating data from many systems across the enterprise (e.g., ERP, CRM, HCM) to plan, monitor and manage performance. Examples of the key processes EPM/CPM systems help automate include:

From a software standpoint, a small enterprise may start out using Microsoft Excel® for budgeting. Then as the enterprise grows it may implement a basic CPM software solution for budgeting, planning, and management reporting. Then as the organization grows and expands in complexity, with multiple subsidiaries transacting with each other, international operations with multiple currencies, joint ventures and partial ownership interests – they may upgrade to an enterprise-class CPM software solution with more robust financial consolidation, reporting, planning, forecasting and analysis capabilities.

ERP systems focus on helping organizations run operational processes. The term first came into use in the 1990’s to extend the capabilities of manufacturing resource planning (MRP/MRP II) and to reflect the evolution of application integration beyond just manufacturing.

Today, ERP is generally referred to as a category of business software — and typically a suite of integrated applications—that an organization uses to collect, store, manage and interpret data from these many business activities. Examples of the business activities ERP systems help automate and track include:

  • Manufacturing
  • Supply Chain Management
  • Project Management
  • Order Processing
  • Finance and Accounting – e.g., General Ledger, Fixed Assets, Accounts Payable, Accounts Receivable, Cash Management

The objective of ERP systems is to automate and integrate these processes across the enterprise to drive accuracy and efficiency in day-to-day transaction processing and operations.

So in summary – ERP systems help organizations run the business, CPM software solutions help organizations manage the business.

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!
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