Flex
Revfore
Govern Decentralized Planning at Scale
Revfore Flex
Govern decentralized detailed planning while letting users work in their preferred tools.
Revfore Flex is a financial and operational planning solution built on the OneStream platform that enables organizations to govern decentralized, detailed planning across large and distributed teams.
Revfore Flex allows planners to work in the interface that fits their workflow — the OneStream Windows application, a modern browser or Excel — while maintaining centralized governance and standardized planning structures. All detailed planning data is captured and stored directly in OneStream, creating a single governed source of truth for operational and financial planning.
By consolidating granular operational data in a unified model, organizations gain deeper insights, improve decision-making and create a trusted foundation for AI-driven analysis and planning augmentation.
Accelerate Planning. Capture Detail. Empower the Business.
Revfore Flex enables organizations to:
Accelerate & Adapt
Speed up planning cycles while quickly adjusting models and assumptions as business conditions change.
Capture & Capitalize
Gather detailed, dynamic operational data to drive deeper business insights.
Empower & Extend
Leverage self-service planning tools — including Excel — to extend planning capabilities to more users across the organization.
Key Capabilities
Revfore Flex extends the OneStream platform with capabilities designed for large-scale financial & operational planning:
- Govern decentralized planning with flexible workflow profiles and plan assignments
- Support multiple planning standards and structures across the organization within a unified planning model
- Unify planning for revenue, maintenance, assets, employees, G&A and more in a single standardized model
- Plan in the tool of choice using the OneStream Windows application, modern browser or Excel
- Capture and manage attribute-rich, granular data in a common data structure across all planning areas
- Use time-based planning profiles and models that flex from year to year
- Quickly integrate company master data and operational rates into the planning process
Typical Use Cases
Revfore Flex enables organizations to extend the OneStream platform to support detailed operational and financial planning across complex business environments.
Distributed Planning Across Locations, Departments and/or Cost Centers
Enable regional managers, business units and operational leaders to contribute to planning while maintaining centralized governance and visibility.
Revenue and Service Planning
Model revenue drivers, service lines and operational activity to create more accurate and dynamic revenue forecasts.
Workforce Planning
Plan employee headcount, compensation, overtime and staffing requirements using operational drivers.
Asset and Maintenance Planning
Forecast asset utilization, maintenance schedules and operational costs across fleets, facilities or equipment portfolios.
G&A and Miscellaneous Expense Planning
Plan detailed general and administrative expenses, and other operational costs while maintaining centralized governance and financial alignment.
Operational Data Integration
Bring operational master data, rates and drivers into the planning process to support more accurate and driver-based forecasts.
Offline Excel Planning Models
Work in Excel — even offline — with a fully functional customized budget model and seamlessly integrate changes back into OneStream in a governed way.
Target Industries
Revfore Flex is designed for organizations that require granular operational planning across large, distributed environments.
It is particularly well suited for industries with complex operational drivers such as:
- Transportation and Logistics
- Hospitality
- Real Estate and Property Management
- Healthcare Systems
- Asset-Intensive Industrial Services
- Energy, Infrastructure and Utilities
- Multi-plant manufacturing
These industries often require detailed planning across thousands of employees and assets and hundreds of locations and departments while maintaining alignment with enterprise financial planning processes.
Implementation Services
Implementation services are available via approved (OneStream) implementation partners, and, for a limited time, directly via Revfore.
Get Started
See Revfore Flex in action.
Watch a demo or start a free trial to see how Revfore Flex can help your organization govern decentralized planning, capture detailed operational data and scale planning across distributed teams.
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