Automate Your Financial Close & Consolidation

Streamlined integration and transparency. Connect seamlessly to GL/ERP systems like Oracle, SAP, and Microsoft Dynamics using pre-built connectors with drill-back capabilities. Superior data quality with guided workflows and user-friendly processes. Achieve 100% audit trails for full transparency from report to source.

Enhance risk management by linking reported balances to reconciled accounts for precision in management and a risk-adjusted balance sheet. Automate reconciliation for faster, accurate reporting. Gain full insight into the process with trial balance single sourcing, ensuring consistent syncing of financial statements.

Enhance financial accuracy and speed book closing with efficient data loading and reconciliation from OneStream financial close software. Quickly identify errors with pre- and post-load validations, reducing differences and write-offs. Support reconciliations by auto-matching transactions from diverse sources using configurable rules and detailed analysis.

Ensure compliance with US GAAP, IFRS, and local standards while reducing costs. Simplify Sarbanes-Oxley controls for certification of new guidelines. Use repeatable processes for data collection. Maintain audit trails and facilitate adjustments between US GAAP and IFRS. Support SOX 302 and 404 for transparent financials.

Integrate tax planning with CPM activities for better strategy and transparency. This unified approach boosts efficiency, cuts cycle times, and reduces reconciliation, streamlining financial close. Automate and optimize tax reporting, supporting ASC 740 disclosures, and eliminate the need for separate Excel solutions.

Automate and streamline ESG reporting for stakeholder insights with financial close software. Access detailed metrics with dashboards, drill-down, and automated footnotes for ESG and financial data alignment. Connect to ESG data sources, aggregate and calculate data, and comply with GRI, SASB, and EU SFDR/CSRD frameworks for future-proof compliance.