Video · May 19, 2026

Financial Planning Express

About this video

The pace of market change has outgrown traditional planning models. OneStream calls the answer cognitive planning: systems that surface signals from highly granular data automatically so Finance professionals focus on interpreting and responding rather than reconfiguring models.

The Line Item Modeling Engine is the no-code, AI-native tool that makes this real. Financial Planning Express packages thousands of implementation lessons into a deployment measured in weeks. Workforce Planning Express goes further, delivering a fully demonstrable solution in a single day.

Speakers

Jeremy Guttman
EVP of Product & Engineering | OneStream Software

Key takeaways

  1. The pace of market change has outgrown planning models built for quarterly cycles and annual reviews. Volatility and the demand for forecast accuracy are pushing Finance toward cognitive, signal-driven planning.
  2. Cognitive planning means models surface market signals automatically so humans can choose the right response. Like Waze replacing static maps, Finance tools should adapt dynamically rather than waiting to be reconfigured.
  3. Line Item Modeling Engine brings cognitive planning to life with a no-code, AI-native, extensible foundation. Dynamic dimensions, cubes, and AI chat capabilities all work natively because everything is built on one platform.
  4. Financial Planning Express packages thousands of implementation lessons into a deployment measured in weeks. Templates and proven deployment methods are available to all customers, making faster time to value broadly accessible.
  5. Workforce Planning Express delivered a fully working solution in one day from client requirements to live demo. Speed of deployment is a strategic differentiator that removes the most persistent barrier to Finance transformation.

Read Full Transcript

We know that you must close your books. So what? So you can then focus and plan for the future. So you can plan for any level of your business. Maybe it's corporate, divisional, location, product, and being able to do it on one unified platform, close and planning.

And that's why it's no surprise that in this room, two-thirds of you are using OneStream for both financial close and financial planning. And you might expect not a surprise for us to be a five-time leader in the planning quadrant.

And what does this show? Well, certainly key features that have been in the platform that you know and well, like extensible dimensionality, are central to be able to plan and analyze at the right level.

And again, when I look at kind of the real takeaway here in the magic quadrant, I'm completely touched by this idea that we're noted for our ability to execute. And why? Because the ability to execute is about outcomes.

The founding of this company was around the success of you, our customers. And so ability to execute is something that we deeply feel. And as we've continued to focus and evolve here, outcomes are driven faster by accelerating the time to value.

And we've been focused on this. And I'm excited to announce the release of OneStream Financial Planning Express. We've taken the lessons learned with all of you based on thousands of implementations. We've packaged it, and we're making this available for you to release or deploy in weeks.

It's templates. It's reports. giving you value faster. Now, if you're using other Express products in our family, great. But you don't have to to use Financial Planning Express. It's available and has value to all customers.

And you're going to see us continue to push in this direction where we can package functionality that anybody can benefit from so that you can focus on implementing and addressing the next use case that will truly transform your business so that you can amplify the core and tackle what you must do.

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