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Financial Planning, Budgeting and Forecasting Software

Unify Financial and Operational Planning

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Intelligently align eXtended Planning and Analysis (xP&A) across Sales, Marketing, Supply Chain and FP&A with flexibility and control. Collaborate with data-driven insights and signals to drive continuous planning and performance management across the entire organization in a unified, intelligent platform.

Improve Agility

Manage and govern global FP&A while providing the agility for line of business partners to model operational drivers for extended business plans —all within the same unified solution and user experience.

Predict with Confidence

Instantly seed budgets and forecasts with powerful predictive models without technical expertise.

Accelerate Planning

Manage rolling forecasts and scenario plans to continually analyze how sales, production, price and labor affect profitability and future plans.

Key Features

Strategic Planning and Modeling

Drive long-term strategy and analyze alternative value creation scenarios. Quickly develop baseline plans for organic growth strategies and potential M&A initiatives.

  • Pressure-test assumptions and flex key value drivers to evaluate impact on financial results.
  • Analyze alternative what-if scenarios and funding options on key liquidity, profitability, debt covenants, capital structure and more.
  • Quickly analyze the sensitivity of your cost structure, revenues, or capital structure to external drivers such as commodity prices and evaluate FX and interest rate exposure.

Agile Planning and Scenarios without Compromise

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

  • Simplify the entry of planning revisions with dynamic web forms or the comfort of Excel to instantly create or update the plan or forecast.
  • Guided Workflows, advanced spreading and allocations speed data collection and entry.
  • Extensible Dimensionality® enables support of corporate, line of business and granular operational plans in a single solution.

Extended Planning & Analysis (XP&A) and Integrated Business Planning

Extend planning and analysis across the organization, collaborate with business partners and align granular operational plans with financial goals.

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

Predictive Analytics

Download Predictive Analytics 123 from the OneStream Marketplace, configure and deploy predictive models across planning processes.

  • Administer, create and maintain predictive models without technical or data science expertise.
  • Automatically generate high performing predictive forecasts leveraging more than 10 built-in model types including Holt-Winters, Exponential Smoothing and ARIMA.
  • Deploy and incorporate predictive models across the OneStream platform including workflows, all planning processes, reports and dashboards.

Customers We Work With

Related Solutions

Extend your planning capabilities with additional, downloadable planning and forecasting software solutions from the OneStream MarketPlace™.
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Predictive Analytics 123
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Industry Recognition

Gartner Peer Insights Customers’ Choice

Buying an enterprise IT solution is no simple task; get advice from others who have been there! Read our clients’ feedback on Gartner Peer Insights and see why we were named a Customers’ Choice in 2021 Gartner Peer Insights ‘Voice of the Customer’: Cloud Financial Planning & Analysis Solutions!

Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates.

We Are Rated On
Financial Planning Software
As of May 20, 2024

Delivering 100% Customer Success

On the planning side, we were previously preparing budgets manually via Excel®, which consolidating would take two weeks. But with OneStream it’s done in two hours. Each entity puts their budgets in one system to create consolidated budget packages. Now during budget meetings, the CEO sees the same budget packet for each company, which makes interpreting the data much easier. We have balance sheet, cash flow, CapEx — all of that by division and all in the system, so it is very easy to create reports that are consistent, which makes a huge difference in time savings for executives.
Amy Funari | System Administrator

Related Resources

Workforce Planning: A Critical Success Factor for XP&A
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5 Key Factors for Effective eXtended Planning & Analysis (xP&A)
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English Video | How Howden Group Replaced Anaplan With OneStream for Financial Consolidation, Reporting and Planning
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English Gartner Magic Quadrant for Financial Planning Software
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All Resources

Planning, Budgeting and Forecasting helps establish goals, objectives and resource allocations for the enterprise. Accordingly, conquering the process is critical to ensuring a strong partnership and alignment between Finance and Operations regarding plans for hiring, for making capital investments and for meeting revenue, expense and profit objectives.

The process is about more than just creating an annual budget or annual operating plan (AOP), though. To be effective, the process must align strategic planning with financial and operational planning and granular business drivers. Moreover, in today’s volatile and often disruptive economic environment, leveraging agile planning techniques — such as driver-based rolling forecasts on a quarterly, monthly or more frequent basis — is quickly becoming the norm.

As with the financial close and consolidation process, the processes involved in planning, budgeting and forecasting can be straightforward in a small business. But in a mid-sized to larger enterprise with multiple divisions, locations and operations around the globe, the process can become daunting. It’s not uncommon for the annual budgeting process in a large enterprise to consume 3–5 months of the year when setting targets, collecting budget submissions from managers, consolidating and reviewing the results, and then iterating the process until alignment is achieved and the final budget is approved.

Most annual budgets are obsolete shortly after they’re created. Thus, most organizations have implemented some form of a rolling forecast to revisit and update budget assumptions on a quarterly, monthly or more frequent basis depending on the nature of the business.

Some forecasting processes extend to the end of the current fiscal year, for example 3 months of actuals and 9 months of forecast. But a true rolling forecast extends for 4 quarters or more, beyond the end of the fiscal year. This approach helps organizations see further into the future and, in many cases, has reduced reliance on the annual budget or even completely eliminated it.

Comparatively, using spreadsheets and email to support the budgeting process in a small enterprise can be viable. But in a larger enterprise with hundreds or thousands of departments, cost centers and managers participating in the process, the spreadsheet approach becomes unwieldy. Leading organizations have thus adopted purpose-built planning, budgeting and forecasting software applications designed to manage the complexity of these processes. These applications include built-in workflow, process management, data entry forms and spreading functions. Some software vendors also offer specialized applications for specific tasks, such as headcount planning, capital planning, project planning and sales planning.

There’s one caveat here, though. The use of fragmented software products for strategic, financial and operational planning still often introduce complexity due to the need to move and reconcile data between applications. This fragmented approach also creates the need to maintain and upgrade multiple planning software products. Leading organizations are instead adopting unified platforms that support and align planning processes across the enterprise. Also known as “unified business planning” solutions, these platforms streamline and simplify the planning process, reduce complexity and increase agility — empowering CFOs and Finance teams to lead at speed.

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