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Higher Education

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Optimize Budgeting, Planning & Reporting

Maximize the impact of decision making by bringing together all key functions across the institution.
01

Unify Planning

Model any program type or tuition plan with one platform for finance and beyond. Sophisticated and flexible modeling across the entire institution eliminates silos of data, spreadsheets and software to get everyone on the same page.
02

Enable Insights

Increase financial and operational decision insights for academic, research, auxiliary, and support units with built-in data quality, financial intelligence, reporting and analytics, financial signaling and Auto AI.
03

Reduce Cost & Risk

Reduce the cost of and risk of deploying disconnected spreadsheets or silos of software including data movement, data replication, license costs, upgrades and maintenance.

Key Features

Budgeting, Planning and Forecasting

Intelligently support top-down, bottom-up, driver-based planning, rolling forecasting and scenario analysis.

  • 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.
  • Dynamically visualize the impact of planning decisions on financial performance and margins with “What-if” driver-based planning.
  • People Planning, Capital Planning, Sales Planning, Cash Planning and Free Form Planning offer maximum flexibility while optimizing financial performance and analysis.

Financial Data Quality

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

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

Financial Reporting, Close & Consolidation

Streamline reporting and financial close by delivering critical insights for financial, statutory and management stakeholders across the institution.

  • Automated data loading, reconciliation and reporting across any data source. Pre and post load validations immediately identify errors of data quality issues.
  • In-system reporting and analysis with Microsoft Excel® integration delivers rapid financial and operating results to leadership and managers with the ability to drill down and drill through to transactional details for rapid answers.
  • Office Blend delivers a unique Microsoft Word®, PowerPoint® and Excel® reporting solution by combining Office content with OneStream content for a rich reporting experience.

Customers We Work With

Delivering 100% Customer Success

“ We really liked OneStream™ Software’s unique approach to take Hyperion Enterprise, Essbase, and Planning applications and roll those together into a single platform. We had no interest in supporting a bunch of moving parts, and with OneStream, our data could live together. ”
Associate Director FP&A | State University
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Related Resources

English – State University
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English – Solution Brief: Higher Education
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Increasing Higher Education Institution Financial Reporting Confidence
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Conquering Data Management in Higher Education Financial Reporting
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See why higher education institutions are making the leap from spreadsheets and legacy, connected finance applications to OneStream, and never looking back.
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