OneStream XF Features

OneStream XF

Corporate performance management solution for enterprises

4.76/5 (33 reviews)

OneStream XF Feature Summary

  • Financial Consolidation
  • What if scenarios
  • Complete audit controls
  • Balance sheet for recording finances
  • Business insights
  • Cash management
  • Guided workflows for efficient collaboration
  • Financial analysis for business evaluation
  • Financial reporting capacity
  • Multi-currency support
  • Business planning feature
  • Data quality monitoring
  • Resource management
  • Direct integration to any open source including SAP
  • Business performance management solution
  • Budgeting, forecasting and planning
  • Profit / Loss statement
  • Multiple GAAP reporting
  • API for third-party application integrations
  • Automated cash flow reporting
  • Combine strict corporate controls

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (214 other apps)
Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (163 other apps)
Auditing (101 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (146 other apps)
Compliance Management (130 other apps)
Customizable Reporting (131 other apps)
Data Import/Export (140 other apps)
Electronic Payments (135 other apps)
Expense Tracking (135 other apps)
Financial Analysis (103 other apps)
Invoice Management (193 other apps)
Invoice Processing (123 other apps)
Multi-Currency (131 other apps)
Real Time Data (127 other apps)
Reporting & Statistics (182 other apps)
Third Party Integration (147 other apps)
Workflow Management (119 other apps)

Competitor Feature Comparison

OneStream XF Feature Reviews

25 reviewers had the following to say about OneStream XF's features:

Karrie Sebring

One stop shop

2019-06-05

We are currently migrating over from a Hyperion environment with 3 HFM applications and 2 planning applications - we have gone live with our new fiscal year plan and will be live with actuals in August for our new fiscal year to close the books.

Pros

Consolations, planning , account rec etc all with one source of metadata management

Cons

Planning side could use some more enhancements

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Nicky Walker

Truly integrated Consolidation and Financial Planning

2016-08-04

An Analyse & Design phase confirmed our project teams decision to implement OneStream and our application build commenced during summer 2015.

Pros

This is a truly integrated consolidation and financial planning tool, one piece of software, one set of metadata, one set of data, one set of reports.

Cons

The lack of customers using it in the UK!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Phillip Oswald

OneStream is AWESOME!!

2019-06-05

Consolidations. Intercompany is a breeze compared to Hyperion.

Pros

All your data is in one place and you add programs on to the initial installation.

Cons

I'm not able to find much of any classes offered locally for reporting or calculations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Scott Leever

OneStream exceeds expectations

2016-08-03

The software also provides these functions at half the cost of some of it's competitors. The design and implementation were relatively pain-free and enabled us to meet a quick 6 month go-live target.

Pros

-Ease of Use -Managing the metadata is intuitive -Multiple uses for the application without bolting on additional applications and data integration points -Good controls and audit trails

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert Kocher

OneStream's Ease of Use

2019-06-05

The things that we wanted in a consolidation platform is ease of use, a company that takes initiative to update the product, and something that will help with our consolidation/reporting. OneStream solves all these problems and we are very happy with our investment in OneStream.

Pros

Once you have these items set up, it takes seconds to produce your monthly financials or inquire on data.

Cons

The thing that I liked least about the software was the difficulty of dashboards. I spent a good while trying to figure out an Executive homepage in the older versions.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Kathryn Champion

One application that does it all

2019-06-05

Pros

We are excited to see where we'll go with OneStream XF, and we're especially excited for the new BI dashboarding tools that are currently in development.

Cons

While a couple of solutions are available (Postal Service, Powershell scripts) it would be nice to have an integrated scheduling tool accessible within the app via a frontend dashboard or other page so we could manage the scheduling and distribution of reports.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Jonathan Derkits

OneStream

2019-06-05

Pros

As well as the reporting that is generated from the system for management.

Cons

There are a lot of features and it just takes time to implement them.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Stephen Tuozzo

The next generation of CPM software

2019-06-05

Primarily driving consistency and accuracy across the company on financial reporting, budgeting and forecasting and eliminating all the shortfalls of maintaining those processes in MS Excel.

Pros

The software really is simple to use, user adoption is very fast and for one price you get for multiple products (consolidations, planning/forecasting, account recs, capital planning, etc...)

Cons

I have not found anything currently that I do not like about the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tonya Capps

AFL - Experience with OneStream

2019-06-05

Pros

In my personal experience, the greatest advantages we have realized from moving to OneStream have been 1) increased accountability within our business units for financial data, and 2) streamlined processes by having our trial balances, planning, account reconciliations, etc in one place and fully integrated.

Cons

No real notable disadvantages or problems experienced.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dustin Keena

XF 5.0

2019-06-05

Pros

What I like most is the ability to use XF 5.0 as a complete business intelligence and dashboarding software, in addition to the great functionality it has for consolidations and reporting

Cons

What I like least is that it takes a little time to learn how to use effectively, and even after you learn how to use it, it really depends on your ERP/data capabilities that determine to what extent you can fully utilize OneStream

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Keith Chapman

OneStream software - Conversion From Hyperion HFM/FDM/Planning

2019-06-05

All projects this size have pain involved with change management, but thankfully, the software we chose is helping ease that pain, not enhance it.

Pros

-Ease and simplicity of software architecture implementation and design -One Product for multiple purposes.

Cons

- Dashboarding can be simplified a bit - powerful, but a bit cumbersome to get started and understand

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Nathan Wendel

OneStream XF

2019-06-05

It has helped us to speed up our close process and provides great analytical tools for users.

Pros

Almost any report can be created and shown in different ways.

Cons

Pulling activity instead of balances is possible, but seems to have caused a few headaches as it's not common.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Christy Magruder

Capital one review

2019-06-05

We love Our OS consultants and customer support!

Pros

Marketplace and extensible dimensionality

Cons

Building dashboards, trying to clear data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey Miller

Confie Uses OneStream

2016-08-01

The software is flexible enough that we are able to report based on the latest whims of management. Since implementation, we have redesigned the software more than once due to changes internally, and have accomplished those redesigns quickly.

Pros

Easy to use, great support

Cons

Not much

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering OneStream XF

Good people to work with

Source: Capterra
Helpful?   Yes   No
Read more
Kevin Jones

OS for APC

2019-06-05

GREAT FOR MONTHLY CLOSE AND CREATING ADHOC REPORTS

Pros

FLEXIBILITY, EASE OF USE, LOTS OF TIE OUTS / DOUBLE CHECKS BUILT IN

Cons

SOMETIMES TOO MANY OPTIONS - CAN BE CONFUSING TO MAKE CHANGES

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian Czajkowski

OneStream XF for Consolidations

2019-06-05

It was a huge win, adding workflow and validation checks to the system that we never had in the past.

Pros

Because workflow is built into the product, again, the end user simply goes through the workflow to complete their work.

Cons

This is a tough question because there is not anything I can think of that the software is unable to do or does not do well. The one thing that would be a nice to have is the ability to lock down exchange rates to prevent anyone from accidentally changing a rate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rob Galbraith

A complete software suite to help drive your organization!

2019-06-05

As a user for just under two years, the overall experience I've had with the software and the team has been exceptional. And this extends to the user community as well -- it was amazing the number of times I heard "welcome to the family!" during the user-conference, but I definitely felt that way! While focused primarily on consolidations and part profitability, we have big plans to further expand OneStream to allow stronger analytics in guiding us towards future growth and profitability.

Pros

From basic consolidations, tracking of capital expenditures & headcount, and strategic planning modules (among many others!)

Cons

As more of an "end user" on the financial side (not I.T.), the only issue I faced was the speed of consolidating data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick Parmentier

Solid Product

2019-06-05

Happy with decision we made to implement OneStream, excellent sales support.

Pros

Wide array of functionalities written in one language (not bolt on) which comes with one user license (no need to purchase multiple features).

Cons

., formatting customized reports is clunky can do this much more efficiently in Excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Cynthia Subramaniam

OneStreamXF

2019-06-05

My overall experience with OneStream has been very positive. The customer service is outstanding and OS is always working on improving the product based on customer feedback and needs.

Pros

The ease of use and entirely customizable platform is what I like most about this software.

Cons

There really aren't much cons related to this software, it all comes down to how you design the product to fit your corporate needs when implementing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Alyssa Mertes

Relatively new user, getting to know OneStream

2019-06-05

Pros

The software is easy to use and is basically capable of anything you need it to be.

Cons

Since I came in after my company implemented, I feel a little behind on the curve on the admin design side (creating cube views, dashboards, etc), so those are a little overwhelming and complex to me, but I feel with training materials available and some practice, it will come easier.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
stijn goeminne

Premium sound solutions

2016-08-01

Very good cost to quality ratio. Implementation went very smoothly and improvements including features are on their way. Currently we believe we made the right choice to go for Onestream.

Pros

Easy to use, easy to implement.

Cons

Some dashboard functionality is still being developed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
James Kirkby, CPA

Onestream is the future of CPM

2019-06-05

Great and responsive service, with lots of offerings that you can add to increase the ROI (task manager, reconciliations) at no extra cost. They are consistently improving the product, not resting on the fact that they already have an outstanding product.

Pros

I really like how easy the software is to use.

Cons

Onestream does a good job of documenting the software, although sometimes the features offered aren’t fully explained, especially in dashboarding. But it’s a small complaint.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Diane To

OneStream is second to none

2019-06-05

Pros

OneStream is designed with not only the end user in mind but the Administrator.

Cons

I would say a simplification in managing security would be helpful. In addition, there should be a way to implement security to prevent system administrators from seeing sensitive information in People Planning.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Bordieri

Admin

2019-06-05

Amazing experience. We rolled more than 5 different apps into one

Pros

Ease of use for our global finance team.

Cons

Excel plugin is a bit clunky and interface refreshing is tough for admins while troubleshooting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Oksana Doroshkevich

Planning Implemenation

2019-06-05

The experience had been one of learning and embracing the new solution.

Pros

The upgrade process is seamless and requires little or no work on our part (we are in the cloud).

Cons

In addition, we partnered with Archetype Consulting and they have been wonderful in guiding us through the implementation, transition and training processes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more