Eliminate Data and Decision-Making Silos

Unify financial & operational insights to drive performance and deliver value. Deliver the right information, in the right format, at the right time. Replace spreadsheets and standalone financial reporting software with a unified CPM platform.

Lead @ Speed

Deliver key insights for financial, statutory and management reporting at speed to capitalize on market opportunities and mitigate risk.

Simplify Maintenance

Unify financial and operational data from across the organization into a governed, flexible solution without copying information between fragmented sources and tools.

Drive Performance

Enable Finance and Line of Business partners with self-service reporting, visualizations and ad-hoc analysis tools to accelerate reporting and decision-making.

Excel Integration

• Excel add-in and embedded spreadsheet deliver the ultimate ad-hoc analysis and reporting solution. Answer any question in seconds with powerful ad-hoc drag, drop and pivot Excel analytics.
• Financial Models in Excel® retain calculations and styling even when refreshed.
• Include multiple Cube Views, Quick Views and Retrieves in the same Excel® sheet.
• Shared user experience between web and Excel® for dynamic POV and drill down.

Interactive Dashboards

• Self-Service, interactive dashboards offer executives, managers and business users the ability to change variables and bring data to life for the insight needed to make quicker and better decisions.
• Bring key financial and operational metrics together by combining tables, charts, graphs and other visualizations.
• Quickly understand business trends and drill-down into the underlying causes, all the way back to transactional details if needed.
• Turn insights into action with integrated data entry forms and the ability to see real-time results of changes to models, plans and forecasts.

Analytic Blend

• OneStream provides a unique ability to “blend” validated financial data, operational data, and detailed transactional data in one platform for comprehensive, controlled, and consumable user-experience.
• Combine financial, operational and transactional data in a single dashboard for visualization and analysis.
• Finance maintains one “governed” source of truth for data across line of business managers and executives.
• Eliminate data latency and replication of financial data for analysis. Retain all the security, intelligence, workflow, governance, and audit trails that are built into OneStream.

Microsoft Office Blend

• Office Blend delivers a unique Microsoft Word®, PowerPoint® and Excel® reporting solution by combining Office content with OneStream content for a rich reporting experience.
• Blend OneStream reports, charts and data with Microsoft Office® content to deliver visually stunning report books.
• Parameterize documents, reports, charts and books to immediately refresh data for the required analysis without re-work.
• Produce and distribute reports and report books with the Parcel Service solution available in the OneStream MarketPlace™.

Production Reporting

• Delivers a powerful production report writer for your most detailed and pixel-perfect reports.
• Powerful production and formatted report writer that is easily used by business users.
• Unified reports with data quality, actuals, budget and plan all available in a single report.
• Approximately over 100 pre-built reports include drill down, audit, process log, security analysis, certification status and process controls.

Guided Reporting

• Guided Reporting allows you to mix and match row and column templates for infinite reporting combinations allowing any user that understands the business to create powerful analytics.
• Choose from a pre-built library of pre-formatted row or column sets.
• Drill down on any dimension via graphs, charts, reports and grids.
• Instantly export Guided Reports to Excel®, PDF or any other standard format.