Smarter Capital Planning for Strategic Success

OneStream’s unified platform takes the complexity out of capital planning, offering the tools and insights needed to drive smarter investment decisions. Designed for today’s dynamic business environment, our capital planning software ensures your organization can align resources with strategic priorities.

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Key Features of OneStream’s Capital Planning Tool

Create accurate, driver-based forecasts for capital projects.

Create accurate, driver-based forecasts for capital projects.

Manage the full lifecycle of investments with a unified capital planning tool.

Manage the full lifecycle of investments with a unified capital planning tool.

Integrate capital planning seamlessly with budgeting, forecasting, and reporting.

Integrate capital planning seamlessly with budgeting, forecasting, and reporting.

Why Choose OneStream for Capital Planning?

OneStream’s solution simplifies the complexities of capital allocation, delivering actionable insights that improve decision-making. By integrating capital planning software into a single platform, your organization can:

  • Optimize investments and monitor ROI.
  • Align capital planning with strategic goals.
  • Streamline workflows and enhance collaboration.

Explore our capital planning tool to see how we can help your organization succeed.


Satisfied Customers

UPS
Costco
Pella
Capital One
KLM
Toyota
  • Create Granular, Bottom-Up Plans and Scenarios

    Extend financial plans with dynamic, agile plans for new projects and existing fixed assets within a seamless user experience and without IT involvement.

    • Import existing assets and accumulated depreciation expense from leading ERP systems.
    • Dynamically calculate maintenance, insurance and depreciation by asset class for P&L and Balance Sheet impact.
    • Easily add new projects or assets and manage existing fixed assets.
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  • Dynamically Align With Financial Plans and Forecasts

    Plan at the granularity line managers require while understanding the impact of new capital projects on financial results.

    • Calculate maintenance, insurance and depreciation by asset class for P&L and Balance Sheet impact.
    • Increase insights into construction in process (CIP) and finished goods as assets move through the internal supply chain.
    • Collaborate with business partners in real-time to develop integrated business plans.
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  • Complete Foreign Exchange and Cash Flow Deploy Across OneStream

    Align plans through all planning and forecasting processes within OneStream.

    • Integration with other OneStream planning solutions including Cash Planning.
    • Drill-back from financial reports and dashboards back to Capital Planning for full transparency and auditability into underlying operational plans.
    • Build workforce planning requirements directly into key planning and forecasting tasks and workflows.
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Capital Planning Resources

Blog Post

Replacing Hyperion and Conquering Profitability Analysis at Ingram Micro

View blog post
Solution Brief

Interactive Solution Brief: Conquering Complexity in Capital Planning

View solution brief
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Solution Brief

Aligning Operation Plans with Financial Goals

View solution brief
E-Book

Look Forward to Smarter Budgeting, Planning and Forecasting

View ebook
See Resources

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