OneStream Software was founded in 2010 with the focus of helping companies navigate through the complexities of financial systems.

OneStream’s Vision

Our vision is a world where finance departments leverage modern software applications that unify and streamline CPM processes across the enterprise, minimize system maintenance, and allow them to get back to business – and life.

Finance Processes

Transforming finance processes and modernizing finance systems are key initiatives for many organizations. These initiatives may include operational systems to support operational excellence, such as:

1         Enterprise Resource Planning (ERP)

2         Customer Relationship Management (CRM)

3         Human Capital Management (HCM)

4         Supply Chain5

5         Corporate Performance Management (CPM)

Some finance platforms require multiple solutions and products where data needs to be imported and transformed across the different solutions. This creates complexities in maintaining the various solutions and products, leading to longer data integration and reconciliation times.

Modern CPM Solutions

Modern CPM solutions support effective planning, consolidation, reporting, and analytics across systems and departments in one unified platform. As a result, they support faster and more confident decision-making. This approach, that OneStream offers, is essential for driving management excellence in today’s rapidly changing business environment.

OneStream is committed to 100% customer success. It continuously strives to provide a solution that can meet each business’s needs as well as grow with each individual business.

A Unified Platform

OneStream’s unified platform allows for one product, one application, and one source of data truth. This eliminates the complex web of finance solutions and products as OneStream helps customers address the following and more all in one application:

1 Data Quality

2 Financial Consolidation and Reporting

3 Budgeting, Forecasting, and Planning

4 Analytic Solutions: Excel Add-in, Reporting, and Dashboards

5 Financial Signaling.

Features:

Workflows

OneStream utilizes configurable Workflows which guide incoming data collection and mapping; the calculating, translating, and consolidation of that data; and data quality validation and certification. Workflows ensure the right Users perform the right tasks at the right time in the process and guarantee that targeted reports are delivered to the right Users at the right time in the process.

Flexibility 

OneStream is highly flexible to meet each business area’s needs. OneStream’s Extensible Dimensionality allows for the differing levels of detail needed between Corporate and Business Units to be in one application, which could take multiple solutions with other software. For example, a Financial Accounting User may need to utilize a different level of detail and accounts than a Financial Planning User. This optimizes data quality, minimizes irrelevant intersections (data sparsity), and allows Planners, Forecasters, and Consolidation Users to thrive in a scalable unified platform. Overall, Extensibility applies the concept of inheriting and extending Dimensions to give business units and Scenarios the level of detail they need.

Marketplace Solutions

OneStream allows growth beyond core platform solutions, such as Planning and Consolidation, with 50+ Marketplace Solutions. This allows customers to extend the unified platform into solutions such as Account Reconciliations, Tax Provisioning, People Planning, etc.

The OneStream platform provides customers with multiple solutions all in one product and application, with the flexibility to add components they need all in a secure platform.

Primary Features of the Platform

A primary feature of the OneStream platform is the ability to tailor and optimize aspects of an application to best fit the requirements of the model design, such as Consolidation, Planning, Forecasting, and/or Operational models. OneStream helps customers address the following and more all in one application:

Financial Data Quality
Financial Close and Consolidation
Budgeting, Forecasting, and Planning
Reporting and Analysis
Financial Signaling

All-in-One Application

With the unified platform, data can be loaded into an application and can be viewed, utilized, and reported on using various methods based on a company’s varying business processes and business areas. The platform’s Extensible Dimensionality and ability to use multiple Cubes provide additional data flexibility, removing the need for using multiple financial software solutions. This allows different business areas to work with and allows customers to analyze the data needed all within one application. Guided Workflows are tailored to each User’s roles and tasks, which helps accelerate processes and increase efficiency. The platform is customizable for the company and its Users. Each End-User experience in OneStream can be unique based on the roles, tasks, business processes, and application design.

Guarantees your organization resources with complete isolation of your data.
Has intelligent scalability to support peak demand, with 99.9% uptime guaranteed.
Has the flexibility to upgrade per the User’s time frame

The OneStream Environment

A Close Look at the OneStream Environment

OneStream hosts the cloud environment using Microsoft Azure. A OneStream environment is a group of servers used to support your OneStream application(s). One environment can support multiple applications. Also, a company may have multiple environments, such as a developmental environment and a production environment. The environment utilizes different Microsoft Windows Servers. This approach to our engineered platform means that it is scalable to accommodate increases in User numbers and performs as efficiently as possible within an innovative and secure environment.

Task Assignments

Tasks are assigned to the application servers best suited for the task, such as the General, Stage, Consolidation, and Data Management Servers.

General Server

General Navigation
Reporting

Stage Server

Data Importing
Data Parsing
Data Transformation

Consolidation Server

Consolidations
Calculations
Translations

Data Management Server

Can handle all tasks
Good for large consolidation jobs

MarketPlace Solutions

The marketPlace contains over 50+ solutions to expand the OneStream platform and help with financial and accounting needs. There are Financial Close, Productivity, Compliance, Planning, Reporting, and Advanced Analytics solutions such as Task Manager, Guided Reporting, People Planning, Predictive Analytics, Account Reconciliations, and Tax Provision. The OneStream platform can be configured to meet each company’s unique processes and complexities, while Marketplace provides solutions to expand an application, keeping everything in one application.

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