Modernize Your Financial Close & Consolidation

By unifying consolidations, account reconciliations, transaction matching, and journal entry management, OneStream eliminates the need for costly, fragmented point solutions.

With streamlined workflows and Finance-focused AI, you automate routine tasks, proactively detect anomalies, and resolve issues as they occur, turning a monthly/quarterly scramble into a daily, efficient process.

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Best-in-Class Consolidations

Our financial consolidation software streamlines global consolidations with accurate intercompany eliminations, currency translations, and management of acquisitions to meet all global standards like US GAAP and IFRS. Advanced foreign currency and cash flow tools simplify currency management and reveal new opportunities. With auto-delivered currency translations, eliminations, certifications, and always-on audit, all through automated settings, managing your financials is now effortless.

Own the Close with confidence. Consolidate with precision.

54%

Average time savings on financial close and consolidation

OneStream’s Modern Financial Close software unifies, automates, and streamlines workflows, surfaces anomalies, and better distributes tasks throughout the closing period for a more continuous and stress free close.


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Financial Close and Consolidation Solutions

Account Reconciliation

With AI-Powered Account Reconciliations, dramatically reduce the time and effort required to close the books while increasing confidence in financial reporting. By identifying anomalies early, you address issues proactively, streamline workflows, and reduce rework.

Enhance compliance by flagging potential control breakdowns—such as repeated rejections, abnormal adjustments, or documentation lapses—before they become audit findings. AI models learn from historical patterns, providing finance teams with actionable feedback to continuously improve reconciliation policies, templates, and automation strategies, delivering a faster, smarter, and more controlled close.

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Transaction Matching

The modern close demands “automation, accuracy, and scale”. Match transactions at proven volumes and performance, all finance‑owned – without data duplication and point-solution sprawl.

Ingest and transforms data on-platform, with flexible matching including one-sided, three-way and any combination in between, and surface exceptions for action—continuously through the period—so reconciliations auto‑certify more often, and consolidations run with fewer delays.

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Journal Entry Manager

Take full ownership of journal entry processes across multiple ERPs and business units—without relying on external vendors or fragmented tools.

Centralize ERP-agnostic journal management with configurable templates, role-based workflows, and finance-owned configuration of field mappings, security, and approvals. Unify operational and consolidation journals in a single platform all with built-in audit trails and compliance controls—enabling finance to operate with confidence and control.

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Financial Data Quality

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.

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Compliance Solutions

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.

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ESG Reporting and Planning

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.

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Tax Provision

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.

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A Leader in Financial Close & Consolidation

Analyst Report

2025 Gartner Magic Quadrant for Financial Close and Consolidation Solutions

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Analyst Report

OneStream Named a Leader in IDC Record to Report Vendor Assessment

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Analyst Report

BARC: The Financial Consolidation & Group Accounting Survey 25

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Analyst Report

Forrester Return on Investment Report and Interactive ROI Calculator

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Driving Finance Forward with AI

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SensibleAI Account Reconciliations

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SensibleAI™ Agents

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SensibleAI™ Studio

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OneStream Genesis

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Take Finance Further.

The only enterprise finance platform that unifies all your operational data, embeds AI for better productivity, and adapts to fit your exact needs.

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FAQs About Financial Close Software

Financial close software is a tool designed to automate and streamline the process of closing a company’s financial books at the end of a reporting period. It helps ensure accuracy, compliance, and efficiency by automating tasks such as data reconciliation, journal entry processing, financial reporting, and consolidations. This software reduces the manual effort involved, accelerates the close process, and provides real-time visibility into financial results, allowing for quicker and more accurate decision-making.

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