OneStream Overview

OneStream revolutionizes enterprise finance management by integrating finance and operational data with AI capabilities. This platform enhances the strategic role of the CFO, offering a unified approach to data management. OneStream's AI-powered planning tools help businesses navigate financial unpredictability, ensuring informed decision-making and strategic agility. Recognized as a leader by Gartner, OneStream supports organizations in modernizing their financial operations, enabling them to adapt to dynamic market conditions. The platform's unique ability to consolidate data across various functions provides a competitive edge, making it an essential tool for finance leaders aiming to drive their organizations forward.

Use Cases

Customers recommend Forecasting, Workflow Management, Performance Management, as the business use cases that they have been most satisfied with while using OneStream.

Other use cases:

  • Social Media Analytics
  • Compliance & Governance
  • Product Marketing
  • Competitive Intelligence
  • Collaboration
  • Engaging And Following Up
  • Funnel Analysis
See all use cases See less use cases

Business Priorities

Manage Risk and Acquire Customers are the most popular business priorities that customers and associates have achieved using OneStream.

Other priorities:

  • Improve Visibility
  • Improve Stakeholder Relations
  • Improve Consistency
  • Improve ROI
  • Scale Best Practices
See all business priorities See less business priorities

OneStream Use-Cases and Business Priorities: Customer Satisfaction Data

OneStream's features include SEM, Dashboard, Personalization, etc. and OneStream support capabilities include 24/7 Support, AI Powered, Email Support, etc. also OneStream analytics capabilities include Analytics, and Custom Reports.

Reviews

"...The multi-application software provides integrated modules for financial consolidation and reporting, budgeting & forecasting, financial data quality and data analysis...." Peer review

Peer review evidence (same sources as the product rating summary)

"...The multi-application software provides integrated modules for financial consolidation and reporting, budgeting & forecasting, financial data quality and data analysis...." Peer review
"...Where we didn t have any real workflow in terms of topside visibility before, now with OneStream we are working with one central source of the truth at any given time. ..." Compliance Solutions
"...OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close and consolidation, reporting and analytics through a single, extensible solution...." OneStream and PwC Australia Announce Strategic Alliance to Help Organisations Drive Finance Transformation in Australia

OneStream, Chargebee Subscription Management, Mews, ChargeOver, Workiva, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

OneStream-XF enables organizations to overcome spreadsheet and legacy application constraints. The platform optimizes intelligent financial performance management.

Popular Business Setting

for OneStream

Top Industries

  • Consumer Goods
  • Financial Services
  • Automotive

Popular in

  • Enterprise
  • Large Enterprise
  • Mid Market

OneStream is popular in Consumer Goods, Financial Services, and Automotive and is widely used by Enterprise, Large Enterprise, and Mid Market.

OneStream Customer wins, Customer Experiences, Case studies

What benefits does OneStream offer for Forecasting?

How can OneStream enhance your Workflow Management process?

How can OneStream enhance your Performance Management process?

How can OneStream optimize your Social Media Analytics Workflow?

What benefits does OneStream offer for Compliance & Governance?

11 buyers and buying teams have used Cuspera to assess how well OneStream solved their Revenue Management needs. Cuspera uses 1174 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

 

Nasdaq - Financial Services - Large

New York, USA

Nasdaq used OneStream to replace 17 separate finance tools with a single unified platform. The finance team now works faster and with more accuracy. They use OneStream for consolidation, forecasting,... allocations, and people planning. The platform gives them better transparency and speed. AI features help Nasdaq make more accurate forecasts and decisions. Finance professionals spend less time gathering data and more time on strategy.

 

Cox Enterprises - Media Production - Very Large

Atlanta, USA

Cox Enterprises unified financial reporting for multiple divisions using OneStream. They replaced fragmented HFM systems and manual spreadsheets with a single finance platform. 587 finance users now ...access rapid insights for consolidation, planning, and reporting. The company improved cost transparency and product profitability. Finance leaders now focus on strategic actions instead of data wrangling.

 

Pella Corporation - Manufacturing - Large

Pella, USA

Pella Corporation uses OneStream Software to manage finance and operational data. The platform helps unify financial processes for the company. It supports the finance team in making better decisions.... Pella Corporation benefits from improved data integration and reporting. The solution increases the impact of the CFO and finance team.

 

Clarios - Automotive - Large

Milwaukee, USA

Clarios used OneStream’s SensibleAI Forecast tools to improve their finance operations. Before, their forecasting was slow and often wrong. With OneStream, they saw over 25% better accuracy and cut f...orecasting cycle times by more than 85%. Finance teams now spend less time on spreadsheets and more time on strategy. Clarios can make decisions faster and with more confidence.

JDC

JDC shares their experience with OneStream's CPM software in a customer testimonial. The video highlights JDC's use of the platform. The testimonial focuses on their satisfaction with the solution.

Pella Corporation

OneStream CPM software helped Pella Corporation. The company shared a testimonial about their experience. The content highlights their use of the platform. Details about the challenge, solution, or r...esults are not provided in the text.

Frequently Asked Questions(FAQ)

for OneStream

What is OneStream?

OneStream XF is an Intelligent Finance Platform that reduces the complexity of financial operations. Its cloud platform is designed to continually evolve and scale with organization.

It unifies corporate performance management (CPM) processes such as planning, financial close and consolidation, reporting, and analytics through a single, extensible solution. It empowers the enterprise with financial and operational insights to support faster and more informed decision-making. Modernize financial processes, replace multiple legacy applications, and reduce the total cost of ownership of financial systems. It allows the team to spend less time on data integration and system maintenance and more time on driving business performance.

Key features include break away from the limitations of spreadsheets and legacy applications, extensible dimensionality, data blending, and more.

What is OneStream used for?

OneStream is a Revenue Management Software mainly used by its customers to Manage Risk and Acquire Customers by Forecasting, Workflow Management and Performance Management .

What are the top features of OneStream?

SEM, Dashboard and Personalization are some of the top features of OneStream.

Who uses OneStream?

OneStream is used by Consumer Goods, Financial Services and Automotive among other industries.

What are OneStream alternatives?

Chargebee Subscription Management, Mews, ChargeOver and Workiva are popular alternatives for OneStream.

Where is OneStream located?

OneStream is headquartered at 362 South Street, Rochester, MI 48307, US.
lightning

Peers used OneStream for forecasting and workflow management

OneStream Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.15/5

Read Reviews (2)
Analytics

4.49/5

Read Reviews (87)
Custom Reports

4.16/5

Read Reviews (248)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.15/5

Read Reviews (2)
Analytics

4.49/5

Read Reviews (87)
Custom Reports

4.16/5

Read Reviews (248)

Software Failure Risk Guidance

?

for OneStream

Overall Risk Meter

Low Medium High

Top Failure Risks for OneStream

OneStream Software News

Product

OneStream Launches AI-Assisted Developer Studio and Agentic Finance Toolkit

OneStream has launched the OneStream Developer Studio and Agentic Finance Toolkit, enhancing enterprise finance development with AI-assisted workflows. The Developer Studio allows users to build finance solutions using familiar AI developer tools, while the Agentic Finance Toolkit connects AI agents with governed finance data. These tools democratize finance development, enabling real-time decision-making and innovation on the OneStream platform.

Product

OneStream Unlocks Agentic AI for the Office of the CFO with Finance ...

OneStream has launched SensibleAI Agents and a new Finance Agentic Layer, enhancing financial reporting and analysis capabilities. These tools integrate with AI platforms like Copilot and ChatGPT, allowing finance teams to perform tasks with financial governance and context. The Finance Agentic Layer enables secure, governed access to OneStream data, ensuring accurate and auditable AI-driven financial insights.

Product

OneStream expands AI strategy, adding interoperable agents

OneStream Software has expanded its AI strategy by introducing a "finance agentic layer" that enables interoperability with third-party systems like ChatGPT, Claude, and Microsoft Copilot. This new feature allows AI agents to work seamlessly with external tools while maintaining financial governance and auditability. The rollout includes a "forecast agent" for querying forecasts in plain language, enhancing OneStream's AI capabilities beyond its native platform.

Product

OneStream Introduces AI-Driven Forward Finance Framework for Modern Finance Teams

OneStream has launched the AI-driven "Forward Finance" framework, aimed at modern finance teams. Unveiled at the OneStream Splash User Conference, this model integrates AI, trusted data, and finance-IT collaboration to enhance decision-making and operational efficiency. It outlines five core dimensions, including data stewardship and AI strategy, to help finance teams leverage AI for business outcomes.

OneStream Software Profile

Company Name

OneStream Software

Company Website

https://www.onestream.com/

HQ Location

362 South Street, Rochester, MI 48307, US

Employees

101-250

Social

Financials

PRIVATE