ONESTREAM FOR Banking & CREDIT UNIONS
Connect the close to the decisions that shape your balance sheet
Bring consolidation, regulatory and management reporting, balance sheet planning, and profitability analysis together so Accounting and FP&A can move from trusted actuals to faster forecasts and scenarios.
BUILT FOR BANKS & CREDIT UNIONS
Trusted by leading banks worldwide
CUSTOMER STORIES
What Finance leaders are saying
Fairstone Financial unifies Finance across a complex system landscape
“We don't argue about the numbers anymore. Now we're looking at the financials and adding real analytical value rather than just reporting on them.”
— Josh Souchon, CIO
Sasfin
Renasant Bank achieves banking excellence amidst major growth
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 banking Finance leaders
Planning & Budgeting for Banking
Close & Consolidation for Banking
How CPM Modernizes Finance for Banking and Financial Services
Modernize Finance in Banking and Financial Services with CPM, a BPM Partners Whitepaper
FAQs
It unifies close, consolidation, reporting, and planning on one governed model. Controllers and FP&A work from the same actuals, then layer capital, liquidity, and rate scenarios on top.
Close, reconciliations, and reporting run from one data model with audit trails and multi-GAAP, IFRS, and statutory views. CECL and related calculations can sit on that same model so disclosures match the books. Confirm which CECL content OneStream wants public.
Yes. Driver-based planning and rolling forecasts can stress-test rates, credit, capital requirements, and liquidity, and tie those assumptions to cash and the balance sheet.
Consolidation, account reconciliation, transaction matching, and FP&A run in one application. Nasdaq replaced 17 disparate tools with OneStream.
Finance AI runs inside the same permissions, period locks, and audit trail as the close. It can draft commentary, flag anomalies, and assist forecasts. People still approve what ships.
