ONESTREAM FOR FINANCIAL SERVICES
Turn financial complexity into confident decisions
Unify close, regulatory reporting and planning to understand performance today and model how changing rates, deposits, loans, capital and liquidity could shape what comes next.
BUILT FOR FINANCIAL SERVICES
Trusted by leading financial institutions worldwide
FINANCIAL SERVICES SEGMENTS
Your corner of financial services
Banks and credit unions, insurers, asset managers and private equity firms, and exchanges and market infrastructure firms each face different reporting, planning, and performance demands. See how OneStream supports the processes that match your segment.
Banking and credit unions
Plan through rate shifts without losing the operating picture
Manage branch profitability, deposit mix forecasting, and balance sheet capital constraints from one centralized model.
- Brand & product economics
- Interest rate risk scenarios
- Regulatory compliance validation
Insurance
Close the books without chasing three sets of books
Statutory & multi-GAAP accounting cadence with unified close-workflows across every entity.
- Statutory + multi-GAAP reporting cadence
- Reserve & claims consolidation
- Audit-ready close trail
Asset & Wealth Management
See every fund, entity, and portfolio the same way
Entity-by-entity and fund-level consolidations alongside portfolio cost allocation.
- Entity & fund-level consolidation
- Portfolio profitability allocation
- Investor & regulatory reporting
diversified financial services
Scale planning across every line of business you run
Consolidate and plan across multiple legal entities spanning lending, cards and holdings.
- Multi-GAAP complexity across lending, payments, holdings
- Cross-entity consolidation
- Unified plan-to-close cadence
CUSTOMER STORIES
What Finance leaders are saying
How Nasdaq replaced 17 disparate tools with one Finance platform.
How Fairstone Financial simplified Finance and amplified impact.
How EP Group unified reporting across 100 companies and left Excel behind for good.
Introducing the OneStream Platform
Connect the Finance processes behind every decision
Run financial close, FP&A, and operational planning from the same governed data. Teams can spend less time reconciling numbers, respond faster as markets change and give leaders a more complete view of performance.
Turn the period-end scramble into a controlled process
Unify consolidations, account reconciliations, transaction matching and journal entry management. Automate routine work, identify issues earlier and maintain the auditability needed to deliver accurate results across entities, currencies and reporting standards.
THE ONESTREAM DIFFERENCE
Why OneStream?
In banking, every figure eventually has to stand up to an auditor or a regulator, which is hard when it lives in disconnected systems. OneStream unifies financial close, consolidation, planning and reporting on a single governed data foundation, giving your institution one source of truth, a clear audit trail, and consistent statutory and regulatory reporting across entities, currencies and accounting standards.
$4+ Trillion
Assets managed across financial services customers
57%*
Average efficiency improvement in planning and budgeting
99.9%
Platform uptime
96%
OneStream customer retention rate
AGENTIC FINANCE
Put AI to work without giving up control
Apply Agentic Finance across close, forecasting, scenario modeling, variance analysis and reporting. Because it is grounded in governed financial and operational data, your teams can automate routine work, surface risks earlier, and explain the results with greater transparency.
INDUSTRY RECOGNITION
Recognized by leading analysts
Gartner® Magic Quadrant™
4X Leader in the 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions
Placed furthest in Completeness of Vision.
Gartner Magic Quadrant
5X Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software
Recognized for vision and execution.
BARC
OneStream Earns 7 Top Ranks & 41 Leading Positions in The Planning Survey 26
100% of surveyed users reported achieving better quality planning results.
Resources
Insights for Financial Services leaders
Basel III for Banks & Credit Unions in 2026
View blog post
Video | How Terex Replaced HFM and Several Point Solutions with OneStream
Video | Replacing SAP BPC, Streamlining the Close and Lease Accounting at McCain Foods
FAQs
Built-in audit trails, automated controls, and native support for multi-GAAP, IFRS, and statutory filings. Close, reconciliations, and reporting run from one governed data model, so teams produce defensible disclosures without offline reconciling.
Yes. Driver-based modeling and scenario planning across the P&L and balance sheet. Teams can stress-test rates, credit risk, capital, and liquidity, and tie assumptions to projected cash flows.
It unifies consolidation, account reconciliation, transaction matching, and FP&A in one application. Nasdaq replaced 17 disparate tools with OneStream.
Finance AI stays inside governed boundaries. It automates routine matching, flags anomalies, and assists with forecasting while remaining auditable and explainable.
Complex entity hierarchies, multi-currency, and intercompany eliminations. Teams can model segment drivers such as net interest margin, claims reserves, or management fees in one shared model.
