Skip to main content

Budgeting, Planning, and Forecasting

Budget and forecast with confidence, speed, insight, and complete control

Eliminate data silos, point solutions, and spreadsheets with the only budgeting, planning, and forecasting solution that’s unified with your financial close and operations.

Learn More
team looking at Onestream financial planning and budgeting
“Having the ability to change drivers and assumptions by scenario allows us to better understand the impact of certain drivers to our business and provide our board and management teams with information that directly influences our future investments.”

—Kyle Zajac, Director of Finance, Diligent Corporation

Budget and Forecast With Unlimited Flexibility and Power

Scenario and Long-Range Planning

What-if Modeling and Scenario Planning
Model any number of what-if scenarios across liquidity, profitability, debt, capital and cost structures, revenues, expenses, FX, and more.

Rolling Forecasts

Drive Rolling Forecasts Always on the Latest Actuals
Unify financial close data or granular operational data from ERP, CRM, or HCM systems to refresh continuous rolling forecasts and reporting instantly.

“What-if” and Driver-Based Planning

Power Budgeting Using any Business Driver
Visualize the impact on profitability and margins with financial and operational drivers, such as price, volume, margin, costs, and customer and employee churn.

Top-Down or Bottom-Up Planning

Flexible Top-Down and Bottom-Up Planning
Efficiently allocate revenue, expenses, or any other metric from the top-down, and empower line of business managers to plan from the bottom-up.

Zero-Based Budgeting

Engage With an Intuitive, Unified Planning Experience
Elevate manager engagement and collaboration, and simplify financial and operational planning with a single user experience and solution for everyone.

Take budgeting and forecasting further

Complete Financial Data Quality Management
Trust in the data with direct integration and drill back to over 250 ERP, HCM, CRM, and other systems, including Oracle, PeopleSoft, Microsoft Dynamics, and more.
Unique Flexibility and Control With Extensible Dimensionality
Address corporate needs and individual business unit and line of business planning & reporting requirements in a single solution with the power to scale.
Total Microsoft Office and Excel Integration
Complete Excel add-in delivers the ultimate planning, ad-hoc analysis, and reporting flexibility directly integrated with your work.

Auto AI and Advanced Analytics

Level up forecast accuracy and eliminate the barriers of machine learning with data science that’s designed for FP&A.

Related Resources

Workforce Planning: A Critical Success Factor for XP&A
View Post
5 Key Factors for Effective eXtended Planning & Analysis (xP&A)
View Post
English Video | How Howden Group Replaced Anaplan With OneStream for Financial Consolidation, Reporting and Planning
View Video
English Gartner Magic Quadrant for Financial Planning Software
View Analyst Report

Industry Recognition

Gartner Peer Insights Customers’ Choice

Buying an enterprise IT solution is no simple task; get advice from others who have been there! Read our clients’ feedback on Gartner Peer Insights and see why we were named a Customers’ Choice in 2021 Gartner Peer Insights ‘Voice of the Customer’: Cloud Financial Planning & Analysis Solutions!

Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates.

We Are Rated On
Financial Planning Software
As of March 09, 2023

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!
Demo Sign Up