OneStream

TL;DR

Unified enterprise finance platform: FP&A, financial close, consolidation, and integrated business planning in one place.
AI-powered planning: SensibleAI accelerates planning by up to 86% and improves forecast accuracy by nearly 30%.
Single source of truth: Seamlessly unifies financial and operational data for faster insights.
Built for strategic finance teams: Ideal for mid-to-large enterprises needing scenario modeling and governance.

What is OneStream

OneStream is an enterprise corporate performance management (CPM) platform that unifies financial planning and analysis (FP&A), financial close and consolidation, and integrated business planning on a single, AI-powered system. Designed to eliminate data silos and manual processes, OneStream brings financial and operational data together into one source of truth, enabling faster planning, more accurate forecasting, robust scenario modeling, and governed reporting. With purpose-built AI/ML (SensibleAI) and an extensible architecture, it equips finance teams to automate core tasks, improve forecast accuracy, and adapt quickly to changing business conditions.

Key Features

Unified Finance Platform: Consolidates FP&A, financial close and consolidation, account reconciliation, and reporting on a single system to eliminate data silos and streamline workflows.
SensibleAI for Planning & Forecasting: Applies AI/ML to speed planning by up to 86% and improve forecast accuracy by nearly 30%, helping teams make quicker, data-driven decisions.
Scenario Modeling & What‑If Analysis: Enables modeling of any scenario (e.g., tariffs or market shocks) so organizations can evaluate impacts and respond with agility.
Integrated Business Planning (IBP): Aligns financial plans with operational drivers across sales, workforce, and more to convert data into actionable strategy.
Single Source of Truth: Unifies financial and operational data for consistent, governed reporting and analysis across the enterprise.
Governance & Auditability: Supports controlled processes, transparent adjustments, and auditable results to ensure accuracy and compliance.
Extensible Architecture: Scales with evolving business needs and use cases without adding technical debt, maintaining performance and flexibility.
Financial Close & Consolidation: Streamlines close processes and consolidation to deliver timely, reliable financial statements.
Account Reconciliation: Integrates reconciliations into the broader close cycle to improve accuracy and speed.
Reporting & Analytics: Provides finance-ready dashboards and insights to improve decision-making across teams and leadership.

Who is OneStream for?

FP&A Teams needing unified budgeting, forecasting, and driver-based planning.
Controllership & Consolidation Teams seeking governed, faster financial close and consolidation.
CFOs and Finance Leaders aiming to standardize data, accelerate decisions, and improve forecast accuracy.
Operations & IBP Leaders aligning operational and financial plans within one platform.
Enterprise Analytics & Finance IT Teams supporting a single source of truth for financial and operational data.
Mid‑to‑Large Enterprises across industries such as manufacturing, retail, transportation, and financial services.

Key Use Cases & Applications

Financial Close & Consolidation: Unify and automate close processes for faster, accurate consolidated reporting.
Budgeting & Forecasting: Build driver-based budgets and rolling forecasts enhanced by AI recommendations.
Scenario Planning: Model tariff changes, demand shifts, and cost shocks to guide proactive decisions.
Integrated Business Planning: Align sales, workforce, and operational plans with financial targets in one platform.
Account Reconciliation: Streamline reconciliations within the close cycle to improve accuracy and auditability.
Reporting & Analytics: Deliver governed dashboards and variance analysis for stakeholders across the enterprise.
AI-Assisted Forecasting: Use ML to improve forecast precision for revenue, expenses, and key operational drivers.

Pros

Unified platform replaces multiple point solutions and eliminates data silos between finance and operations.
Purpose-built AI/ML (SensibleAI) materially boosts planning speed and forecast accuracy for finance teams.
Extensible architecture adapts to evolving business needs without adding technical debt.
Proven at scale with global brands and recognized as a Leader in major analyst reports.

Cons

Steep learning curve due to the breadth and depth of enterprise-grade CPM capabilities.
Specialized administration skills are often needed to maintain complex models, governance, and integrations.
Change management is typically necessary to fully realize value across cross-functional finance and operations teams.

Pricing Info

Pricing is not publicly available, You need to contact them.

FAQs

What is OneStream SensibleAI and how does it improve planning?

SensibleAI is OneStream’s purpose-built AI/ML layer that accelerates planning by up to 86%, improves forecast accuracy by nearly 30%, and supports rapid scenario modeling so finance teams can plan faster and adapt to change more effectively.

Can OneStream replace multiple point finance tools?

Yes. OneStream unifies financial close, consolidation, planning, account reconciliation, and integrated business planning on a single platform—creating one source of truth and reducing the need for disparate point solutions.

Who typically uses OneStream?

Mid-to-large enterprises across industries rely on OneStream—particularly FP&A teams, controllership and consolidation groups, CFOs, and operations planning leaders who need governed processes and unified data.

How does OneStream support scenario modeling for market volatility?

OneStream enables modeling of any scenario—such as tariff changes or demand shocks—so teams can assess financial impacts quickly and choose the best course of action based on governed, unified data.

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