Unify Financial and Operational Planning

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.

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.