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Transaction Matching

Solutions

Accelerate the Period-End Close Process

Accelerate the Period-End Close Process

Speed transaction matching and account reconciliations.

Improve the Accuracy of Financial Statements

Improve the Accuracy of Financial Statements

Reduce write-offs of unexplained differences.

Enhance Visibility and Audit Trails

Enhance Visibility and Audit Trails

Reduce data latency and costs with a unified platform.

Satisfied Customers

UPS
Costco
Pella
Capital One
KLM
Toyota

Delivering 100% Customer Success

“The OneStream platform is now core to McCain Foods Limited – uniting consolidation, planning, tax and analysis teams. OneStream Services’ strong leadership and technical knowledge was instrumental in our successful implementation. Their ability to actively listen to our goals and objectives and interpret during the design phase allowed us to create a system not only to satisfy our immediate needs, but to address our future needs.”

Richard N. Burton

McCain Foods

See Case Studies

  • Seamless Data Integration

    Load transaction data from multiple sources for matching.

    • Load data via flat files or direct connect.
    • Data can be imported daily, weekly, or monthly as needed.
    • Perform data stacking and splitting to support matching.
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  • Workflow & Process:

    OneStream has the ability to design the user experience around the process and apply controls, validations and governance on ESG data collection, managing the monthly, quarterly and yearly tasks together. Leverage OneStream’s Task Manager solution to manage and orchestrate the process further and enable email notifications.

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  • Reporting & Analytics:

    Unify financial & operational insights to drive performance and deliver value. Deliver the right information, in the right format, at the right time.

    • Configurable dashboard visualizations to provide deep analysis of ESG data and turn it into valuable information and insights.
    • Ad Hoc Analysis via Excel & in-built Spreadsheet Component and pivot grids.
    • Integration with MS Office products – produce & distribute ESG PowerPoint packs, Word Docs and pdfs with ease.
    • Data Blending supports reporting on high volumes of non-financial data.
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Transaction Matching Solutions

Resource

Account Reconciliations Software

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Financial Close & Consolidation Software

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Financial Data Quality Management Software

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Financial Reporting & Analytics Software

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Solutions Exchange

Transaction Matching Related Resources

Resource

Account Reconciliations – The Game Has Changed

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Solution Brief

Interactive Solution Brief: Conquering Complexity in Transaction Matching

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Video

Aligning Account Reconciliations and Financial Reporting with OneStream

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Resource

How West Bend Mutual Insurance Transformed Financial Close & Reporting

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See Resources

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