Vendor
OneStream
Company Website
- Sales Planning & Operations Software
OneStream’s software empowers managers to manage territories, set quotas, and sales targets dynamically, model plans with pre-built drivers, and align forecasts with financial plans for effective XP&A, all within a unified and intelligent platform.
- Cash Planning
OneStream’s Cash Planning creates top-down and bottom-up cash forecasts, aligning daily and weekly signals on bookings and receipt activity to cash forecasts, and unifies cash-flow forecasting with capital planning and other MarketPlace solutions.
- Compliance Solutions & Reporting
OneStream’s Compliance Solutions & Reporting supports US GAAP, IFRS, and local statutory reporting with built-in financial intelligence, strict process controls, and certification questionnaires, reducing the cost of compliance and ensuring transparency.
- Thing Planning Software
OneStream’s Thing Planning Software offers free-form modeling for granular, business driver-level planning, dynamically aligning to the financial model, and is ideal for product line, SKU, project planning, and unconstrained demand forecasting.
- Profitability Analysis Software
OneStream’s software empowers P&L owners to analyze revenue and costs across products, customers, or channels, gaining insights into profitability drivers, managing allocations, and modeling what-if scenarios for informed decision-making.
- Financial Planning, Budgeting and Forecasting Software
OneStream’s software unifies financial and operational planning, aligning xP&A across the organization with data-driven insights, enabling agile, predictive, and collaborative planning, budgeting, and forecasting within a single intelligent platform.
- Data Entry 123 Software
OneStream’s Data Entry 123 Software standardizes data entry forms across access groups and workflows with custom selectors and calculations, creating a uniform look and feel for efficient data entry and management.
- Capital Planning Software
OneStream’s Capital Planning Software enables departmental-level fixed asset planning, leveraging pre-built global drivers by asset class, and aligns plans with financial forecasts for dynamic, agile planning and improved control across the organization.
- Tax Provision Software
OneStream’s Tax Provision Software automates and streamlines tax provision data flows and reporting, aligns data to minimize reconciliation, and leverages platform capabilities like workflows and data auditability for efficient tax provision management.
- System Diagnostics Software
OneStream’s System Diagnostics Software monitors and diagnoses environment and task health, providing detailed analysis across application and database servers, live monitoring, and task concurrency statistics for optimal system performance.
- Financial Data Quality Software
OneStream’s software simplifies integration with any GL/ERP system, improves data integrity with validations, and increases transparency with audit trails, ensuring confidence in financial data quality and compliance within a unified CPM platform.
- Platform
The business expects more from Finance, but with all the time spent reconciling data and managing workarounds, it’s hard to keep up — much less move your business forward. Until now. Take Finance Further™ with the industry’s most comprehensive cloud-based platform.
- Financial Reporting & Analytics Software
OneStream’s software unifies financial and operational insights, delivering key information in the right format at the right time, enabling self-service reporting, visualizations, and ad-hoc analysis for accelerated decision-making.
- AI Financial Forecasting Software
OneStream’s AI Financial Forecasting Software uses machine learning to enhance enterprise planning, empowering finance teams to build, deploy, and consume time-series models for accurate, scalable forecasting within a unified platform.
- Account Reconciliations Software
OneStream’s Account Reconciliations Software aligns account reconciliations with financial reporting, improving risk management, internal controls, and accelerating the financial close process, all within a unified CPM platform.
- People Planning Software
OneStream’s People Planning Software enables dynamic workforce planning, modeling plans with global drivers, enhancing collaboration, and aligning with financial forecasts, all within a unified platform for strategic decision-making.
- Application Control Manager
OneStream’s Application Control Manager manages change requests, ensuring control and governance over application changes with multi-level approval workflows, audit trails, and direct metadata updates for efficient, finance-owned process management.
- Predictive Analytics
OneStream’s Predictive Analytics automatically generates forecasts from over 10 built-in model types, eliminating reliance on separate systems and spreadsheets, and enhances collaboration with integrated reports and visualizations for critical analysis.
- Task Manager
OneStream’s Task Manager provides real-time visibility into key processes, enhances collaboration with integrated messaging, and improves accountability with role-based security, all within a unified interface for streamlined corporate performance management.
- Transaction Matching
OneStream’s Transaction Matching solution is designed to accelerate the period-end close process by speeding up transaction matching and account reconciliations. This solution helps improve the accuracy of financial statements by reducing write-offs of unexplained differences and enhancing visibility and audit trails.
- ESG Reporting & Planning Software
OneStream’s ESG Reporting & Planning Software streamlines ESG data collection, reporting, and planning, aligning ESG metadata with financial reporting, and forecasting ESG KPIs for transparency into financial and ESG target achievements.