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Unify Planning, Reporting and Analytics

Provide insights into customers, suppliers and manufacturing operations.

Planning and Forecasting

Plan, forecast and analyze with drill-down capability by product lines, brands, functions, geographies, plant sites and customers.

Streamline Financial Close

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

Empower Operations

Empower Corporate and Operations with daily and weekly financial signals such as controllable costs and working capital metrics.

Take action mid-stream before month-end.

Key Features

Financial Close, Consolidation and Reporting

Streamline financial close with automated data loads, intercompany eliminations, and currency translations. Access accurate and secure financial & operational information from any data source.

  • Increase productivity with Close Manager and Task Manager for 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

Align operational plans such as sales, capital, people and production plans with financial goals. Create multiple scenarios 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

Conquer complexity with automated allocations and flexible reporting tools for visibility into profitability across key products, customer segments and channels.

  • Visualize the impact of planning decisions on profitability and margins with “what-if” driver-based planning.
  • Maintain 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 Signaling

Gain insight into true business drivers and signals. Empower rapid-response decisions with in-solution access to granular, business-driver data that is automatically aligned to financials.

  • Plan at the granular, business-driver level with specialty planning solutions.
  • Uniquely combine governed financial data and operational data within the same data model and unified experience.
  • Leverage OneStream’s financial intelligence with fully auditable and transparent financial & operational data with financial signals for actionable insights on daily or weekly data.

Customers We Work With

Delivering 100% Customer Success

By combining operational and financial plans, we can accurately budget for our manufacturing needs and correctly match the required capacity with our anticipated production and revenue targets. Plant Controllers are able to enter Labor and Production drivers, and OneStream automatically calculates manufacturing absorption and labor variances for true capacity planning.
Michael Barfuss | Corporate Controller

Related Resources

English Video | How Terex Replaced HFM and Several Point Solutions with OneStream
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English Video | MEC Group Video Testimonial
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English Video | Replacing SAP BPC, Streamlining the Close and Lease Accounting at McCain Foods
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English Video | Henniges Automotive Video Testimonial
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All Resources

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