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Financial Services

Conquer Complexity to Optimize Decisions

Align financial close and reporting with operational planning and analysis.

Focus Planning

Focus on capital allocation, liquidity and risk management with rolling forecasts. Create visibility into customer, product and line of business profitability initiatives.

Streamline Close

Streamline financial close and consolidation while addressing complex global accounting and reporting requirements. Provide rapid insights into financial and operating results.

Reduce Costs

Reduce the significant costs associated with multiple application deployments including the cost of licensing, installation, deployment and maintenance.

Key Features

Financial Close, Consolidation and Reporting

Automate the financial close; reduce data load and report refresh time throughout the month. Access accurate and secure financial and operational information from any data source.

  • Increase productivity with Close Manager and Task Manager to provide a holistic view of close processes.
  • Improve insight into the real FX impact of currency on every balance sheet account, track detail movements and changes for complete cash flow reporting.
  • Eliminate manual or standalone reconciliation solutions with the Account Reconciliations solution available in the OneStream MarketPlace™.

Budgeting, Planning and Forecasting

Modernize long-range planning, capital management, people planning and cash-flow forecasting. Create various scenario plans with rolling forecasts and driver-based, predictive plans.

  • Build detailed, integrated business plans for key stakeholders without compromise; align with consolidated financial goals.
  • Improve user adoption and data entry by leveraging dynamic web forms or the comfort of Excel to instantly create or update the plan or forecasts.
  • Expand forecasts and the business dialogue with built-in predictive analytics from the MarketPlace. Find new ways to ask “why”.

Customer and Product Profitability

Automated allocations and transparency provide visibility into the profitability of key products, expense categories and portfolio companies.

  • Visualize the impact of planning decisions on profitability and margins with “What-if” driver-based planning.
  • Maintains one “governed” source of truth for data extending access to line of business managers and executives with confidence.
  • Combine financial, operational and transactional data in a single dashboard for comprehensive visualization and analysis.

Financial Data Quality

Increase confidence in financial and operating results with powerful data integration, validations, certifications and audit trails.

  • Deliver direct integration with available drill back built for any open ERP including Oracle, PeopleSoft, JDE, SAP, Infor, Microsoft AX/Dynamics and more.
  • Provide 100% transparency and audit trails for data, metadata and process change visibility from report to source.
  • Drill down, drill back and drill through to transactional details, including journal entries.

Scalable, Secure Cloud Platform

Deploy solutions quickly and with confidence with OneStream Cloud powered by Microsoft Azure.

  • Start solving business problems on day one with rapid provisioning and environment set up by OneStream.
  • OneStream strikes the balance between performance, scalability and cost to provide a secure, reliable and scalable environment for your most trusted financial data.
  • Take advantage of full managed cloud services as a supplement to your IT staff, we take on the care and feeding of the application environment.

Customers We Work With

Delivering 100% Customer Success

“Now that we’re live, I can truly attest to and appreciate the value we’re getting from a single, integrated CPM platform. We have dramatically simplified our technical landscape while improving our reporting and analysis capabilities through the use of extensibility, self-service workflow-based reporting, etc.”
Ryan Wild | VP, Global Technology & Solutions

Related Resources

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English Video | How West Bend Mutual Insurance Transformed Financial Close and Reporting
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English Lonrho Video Testimonial
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