Modern, Uniquely Unified, AI-Powered, Infinitely Extensible Platform

Making Finance More Strategic Than Ever

A modern, uniquely unified platform and data model unifies your financial and operational data and processes in a single source of truth. With built-in data integration and data quality, financial intelligence, Agile Financial Analytics, embedded AI, and a unique approach to extensibility that adapts to your business needs today and tomorrow. Enabling faster close cycles, confident planning, accurate forecasting, reporting, and analytics – all in a single solution.

The Power of AI. Purpose-Built for Finance

OneStream infuses AI throughout the platform to help finance teams move faster, work smarter, and lead with confidence. Unlike generic AI tools, our SensibleAI solutions are financially intelligent by design—deeply embedded in the workflows and models that teams already use, with trust, transparency, and accuracy at their core.

Together, these three solutions deliver a complete and composable AI stack—spanning quantitative, generative, and agentic intelligence:

• SensibleAI Forecast
• SensibleAI Studio
• SensibleAI Agents

Click-to-Configure with Genesis to Adapt & Extend without Complexity

Be an Everyday Hero in Finance

OneStream Genesis empowers finance teams to become everyday heroes by enabling rapid configuration, innovation, and the seamless extension of the OneStream platform. With a plug-and-play no-code architecture, click-to-configure designer, and an ever-expanding library of high-value blocks of micro-functionality designed for finance, OneStream Genesis revolutionizes how finance teams can quickly design and deploy new financial and operational models, launch new planning processes, and enhance reporting and analysis.

With OneStream Genesis finance teams have the speed, simplicity, and flexibility to adapt and grow without the constraints of traditional configuration processes. Reducing the time to deliver insights and enhancing the overall efficiency of finance to respond faster to the changing needs of the business.

Built-in Data Integration & Data Quality

Easily Integrate with the Business Data You Need

With data Integration and data quality built-in the platform and no-code connectors, direct connectors, and REST APIs, easily integrate with over 250+ ERP, CRM, and other data sources including SAP, Oracle, and Workday. Workflows guide the data integration process with pre and post validations to ensure data quality at every step.

With full audit trails, drill down on any number, and drill back to transactional details, you get the transparency, compliance, and trust you need, from source to report. Our integration capabilities ensure you make informed decisions based on reliable financial and operational results.

Self-Service Reporting & Analytics

Reach More Users Across Your Organization

Through built-in dashboards, advanced charting, and visualizations you can analyze financial and operational data to identify trends and support organizational decision-making. 

With highly formatted reports and guided reporting for end user self-service, you can report, drill down, and drill back to source to understand the details behind any number. All dashboards and reports dynamically adapt to changes in the business, ensuring consistency in reporting while minimizing administration. All on any device.

With deep integration to Microsoft Office and a Microsoft Certified Power BI connector, you can unleash your trusted data and reach more users across your organization.

Agile Financial Analytics

Unlock Financial & Operational Insights for Finance & Stakeholders Across the Business

In today's fast-paced business environment, change is constant. Traditional financial analysis and planning methods often struggle to bring together disjointed data sets and fast-changing daily/weekly transactional data and metadata, making it difficult to identify root causes and plan to optimize strategies.

Agile Financial Analytics (AFA) address these challenges by providing a flexible, responsive approach to financial management. By bringing the power of a cube and analytics to non-durable, fast-changing data and metadata, you can make any internal or external data look and feel like a cube for ease of analysis, planning, and modeling.

Workflow Control & Automation

Streamline Close, Planning & Reporting Processes

Drive greater efficiency, transparency, and trust in consolidation, close and planning processes with a flexible workflow engine that incorporates both hierarchical workflow management and task execution. Ensure seamless collaboration while still being in control with a consistent understanding of the process status and dependencies.

All workflow activities are logged and monitored to ensure processes run efficiently. With confirmations and certifications you define, you ensure timeliness, transparency, and quality at every step of the process.

Task Management & Collaboration

Ensure Accountability & Confidence in Your Streamlined Finance Processes

Clearly define any internal or external tasks that must be completed and when, for all consolidation, close, planning, and reporting processes. Monitor the status of those tasks to ensure their timely execution with robust out-of-the-box reporting and analytics.

Task management works hand-in-hand with workflows, so the right people see them at the right time as workflow orchestrate those tasks, ensuring efficiency and timeliness in all finance processes.

Enhance collaboration and ensure the right people complete the right steps at the right time to close faster, plan efficiently, and report with confidence.

Always-on Audit & Compliance

Seamlessly Meet Your Internal & External Reporting & Regulatory Compliance

Other solutions claim to have audit trails and compliance, but you typically turn it off to get better performance. Not with OneStream – we don’t have an off switch. We architected from the ground up to provide the most comprehensive audit trails so you can meet your internal and external reporting requirements.

Support US GAAP, IFRS, and local regulatory reporting requirements with built-in Financial Intelligence, SOX with process controls and certifications, and lease accounting under IFRS16 and ASC 842. All with full audit trails and adjustments to easily reconcile and report at the level of detail you need, with full transparency.

And this extends to data integration and ongoing operations, providing 100% transparency for data, metadata, and process change visibility from report to source. With over 100 pre-defined reports, you support audit reporting from every perspective.