Accelerate the Period-End Close Process

Speed transaction matching and account reconciliations.

Improve the Accuracy of Financial Statements

Reduce write-offs of unexplained differences.

Enhance Visibility and Audit Trails

Reduce data latency and costs with a unified platform.

Key features

• Seamless Data Integration: Load transaction data from multiple sources, either via flat files or direct connections. Data can be imported daily, weekly, or monthly as needed. The solution supports data stacking and splitting to facilitate matching.
• Workflow & Process Management: Design user experiences around the process, applying controls, validations, and governance. Manage monthly, quarterly, and yearly tasks with OneStream’s Task Manager, which also enables email notifications.
• Reporting & Analytics: Unify financial and operational insights to drive performance. Configurable dashboard visualizations provide deep analysis, and ad hoc analysis can be performed via Excel and built-in spreadsheet components. Integration with MS Office products allows for easy production and distribution of reports.