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Financial Services

Focus Planning

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 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 Costs

Share insights and collaborate using OneStream’s built-in reports and visualizations. Enhance dialogue with business partners on critical analysis and decision-making.

Satisfied Customers

Capital One

Delivering 100% Customer Success

“The OneStream platform is now core to McCain Foods Limited – uniting consolidation, planning, tax and analysis teams. OneStream Services’ strong leadership and technical knowledge was instrumental in our successful implementation. Their ability to actively listen to our goals and objectives and interpret during the design phase allowed us to create a system not only to satisfy our immediate needs, but to address our future needs.”

Richard N. Burton

McCain Foods

  • 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™.
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  • 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”.
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  • 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.
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  • 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.
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Financial Services Resources


Webinar | Carlyle's Conversion from Oracle ARM to OneStream Account Recons

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How Arch Capital Aligned Lease Accounting with Financial Reporting

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

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Lonrho Video Testimonial

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