Operational Planning Built for Finance Guided Growth

Empower finance and operations with agile planning on a unified platform. Replace spreadsheets and disconnected tools with governed, scalable models that adapt instantly to enterprise-wide operational plans without IT dependency.

Demo Sign Up

Operational Planning Capabilities

  • Workforce Planning: Position-based modeling with start/end dates, compensation logic, and transfer management.
  • Fixed-Term Planning: Ideal for leases, subscriptions, and projects with defined dates.
  • Duration-Based Planning: Flexible plans for contracts and grants.
  • Security-Driven Reporting: Role-based, column, and cell-level access controls.
  • Dynamic Grid Architecture: High performance calculations with integrated data sources.

Anticipate Every Shift Before it Hits the Plan

  • Simulate scenarios and see the impact of every operational decision
  • Activate AI Agents and Operational Data Chat on live data to answer queries and provide insights
  • Predict operational needs, cost, and revenue with built-in AI across domains

Synchronize Finance and Operations Instantly

  • Unify workforce, project, lease, and sales plans on one platform
  • Adapt models on the fly through the guided setup wizard.
  • Govern with precision using granular security controls to deliver trust and data integrity

Reduce Complexity by Eliminating Technical Debt

  • Align stakeholders on live plans to drive decisions with trusted, current data.
  • Seamlessly integrate operational data sources directly to your plans
  • Scale enterprise-wide operational plans on a single platform

A Leader in Finance Management Solutions

Gartner Peer Insights Customers' Choice 2024 Award
Badge showing OneStream as a BARC Financial Performance management Market Leader.
Badge showing OneStream as a Buyers Guide Exemplary Provider & Business Planning by ISG Research
Badge from The Hackett Group showing OneStream as a Digital World Class Integrated EPM for 2024

Related Solutions

Man presenting bar charts on a screen in a bright windowed office
Solution

Financial Planning and Analysis

View solution
City with purple graphical lines flowing under the bridges. Representative of business in motion.
Solution

AI Planning & Forecasting

View solution
Solution

Capital Planning

View solution
A man in a suit stands in front of a screen displaying charts while addressing three colleagues in an office.
Solution

Workforce Planning

View solution

Recommended Resources

Whitepaper

White Paper: 6 Steps to Leading at Speed

View whitepaper
Webinar On-Demand

Using Agile Financial Analytics to Drive Better Decisions with Microsoft

View webinar On-Demand
Blog Post

The 2025 Comprehensive Guide to Operational Analytics in Finance

View blog post
FP&A professionals working together at a bank
Solution Brief

Operational Planning Powered by Line Item Modeling Solution Brief

View solution brief

Operational Planning FAQs

It delivers spreadsheet-like flexibility within OneStream’s unified platform, ensuring governance, scalability, and no-code configuration for business-owned modeling.

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

Demo Sign Up
Demo Sign Up