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OneStream Logo

OneStream

4.8
(64)

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Corporate performance management solution for enterprises

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(8)

OneStream Features

Features Summary

Functionality

4.8

/5

64

Total features

59

7 categories

OneStream features

"What If" Scenarios
API
Access Controls/Permissions
Account Reconciliation
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Management

Common features of Reporting software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Audit Management

Price starts from

150000

Usage Based

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.8

/5

64

Price starts from

150000

learn more

Total Features

59

Unique features

  • Data Connectors

  • Financial Analysis

  • Audit Management

  • Journal Entry Processing

Functionality

4.4

/5

19.5K

Price starts from

ic-pricetag

No pricing info

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Total Features

205

Features in Common

23

Unique features

  • Sales Orders

  • Proposal Generation

  • Project Billing

  • Warehouse Management

Functionality

4.2

/5

5.4K

Price starts from

ic-pricetag

No pricing info

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Total Features

156

Features in Common

28

Unique features

  • Document Templates

  • Time & Expense Tracking

  • Address Validation

  • For Religious Organizations

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Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OneStream's Ease of Use

Reviewed 3 years ago

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

The thing that I like most about the software is that it is very easy to get data out of the system. You can use quickviews, cubeviews, dashboards, books, the options are endless. 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. With v5.0 and going forward, it looks like this will be simple from the presentations at Splash.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OneStream from an Implementer's Perspective

Reviewed 15 days ago

I have worked with other EPM systems and would choose OneStream every time. The possibilities of what you can do within the platform is quite literally endless. The MarketPlace Solutions allow customers to get as much value out of the tool as they want to. Every single customer that I have implemented for has ended up happy with the software and end up with a solid ROI - especially due to the lower amount of client side manpower needed to maintain the system.

Pros

OneStream has been able to handle any client requirement that I've been presented with. The flexibility and 'art of the possible' with OneStream is unparalleled in the EPM space.

Cons

The excel add-in gets the job done for sure, but is not the most user friendly tool. This is typically the hardest piece to train users on and have the most complaints from.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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OneStream software - Conversion From Hyperion HFM/FDM/Planning

Reviewed 3 years ago

We were forced to make a platform decision by ORACLE, timing was not good from an operational standpoint. We are 6 months in to an 11 month project to go live replacing our Hyperion environment.We are extremely pleased so far with the quality of the product, the quality and speed of support and relatively low overhead to support. 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. -Long term expansion capability on one platform -Win10 app access -There is no comparison with the amount of time, effort and money it took to support and maintain the Hyperion environment. Install took less than 2 hrs. Comparable Hyperion install took weeks to get working

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Vima - OS

Reviewed 5 months ago

Great tool. I sincerely recommend it to all. I do my job better and have more dat thanks to OS.

Pros

Integration with our previous data was manageable. Customer support was made easy and efficient. Data visualization is awesome. I can understand our company better as undestanding the daily volatility of the company has been made easier to measure and better to predict future circumstances.

Cons

Probably what took the most amount of time was the integration with our ERP.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Awesome Onestream Software

Reviewed a month ago
Pros

Features, Workflow, Security, Cube and Cube views, Extensible Dimensionality, Dashboards, Flow

Cons

Integration of backend data not available and its limited

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Powerful, flexible and

Reviewed 2 years ago
Pros

You can incorporate all your Financial Close and FP&A activities in a single unified platform using OneStream. As you integrate different processes within the application you extend and reuse than starting again for each implementation. Customer service and support is incredible, upgrades can be performed within hours and the OneStream Marketplace contains over 50 genuine value-add solutions including Account Reconciliations and Speciality Planning tool. Combine all that and you have the most comprehensive CPM tool on the market.

Cons

OneStream is an extensive platform and organisations that implement it need to take the time to understand what the product represents and invest in the right people to administer and maintain it.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OneStream exceeds expectations

Reviewed 6 years ago

Dril-Quip reviewed several different products over a 2.5 year period to analyze the best product to suit the Company's current requirements and the ability to be fluid as it grows. OneStream's ability to provide one solution for consolidations, eliminations, reporting, forecasting, budgeting, complex data analytics, and various other items without having to manage data integration between multiple...

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

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Began as a user, now I'm an implementer.

Reviewed 2 years ago

At Prince we implemented quite a few OneStream solutions. The great thing about this product is that it is all on one Platform. You don't have to purchase multiple software licenses because this software does it all. I loved working with the software so much that I left my position at Prince to pursue a career in OneStream software implementation. I went to my first OneStream conference and definitely drank the Kool-Aid. Everything about this company and product made me want to get more and more involved. I love how OneStream is constantly working on improvements the better meet their customers' needs.

Pros

This software completely revolutionized the Consolidation and Financial Reporting process. When I first started working at Prince, they were finishing up the OneStream implementation. The timing couldn't have been better for me. When I reviewed the prior months excel workbook used for consolidations and currency translations, it was such a nightmare. I had to open up to 10 workbooks just for the values to show up. Each of those workbooks took what felt like forever to open and would often freeze up my entire computer.

Cons

There were times that we would provide data to various members of the organization. Often times they would want to pivot on the detail provided. It would have been great if the row dimension type would show up on the same row as the column headers to make for easier pivoting and filtering. Other than that, this software was a God Send.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The next generation of CPM software

Reviewed 3 years ago

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. Future vision to implement Account Reconciliations, People Planning, Capital Planning, Sales Planning and Task Manager.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OneStream for both Consolidation as IFRS16

Reviewed 2 years ago

OneStream is now the central platform for reporting, consolidation and IFRS16. The users only use 1 system, there is only 1 admin maintaining all these functional requirements.

Pros

It's a platform, the consolidation, reporting, data integration is included. But there are also marketplace solutions (apps that you can download) to implement e.g. IFRS16. All from the same user experience.

Cons

Since it is a platform it has a steep learning curve. Since everything is possible its hard to balance between the ultimate solution and project budget/ timelines.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Planning Implemenation

Reviewed 3 years ago

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

Pros

The software is a unified CPM platform and it's up to the customer to implement the variety of solutions which are included. The features, functionalities and cost structure (overall cost and licenses) were the main advantages for us and why we moved forward with OneStream. At the current moment we have only implemented the Planning solution, along with a daily revenue solution and a profitability solution. The customer service from the OneStream support team cannot be matched. The upgrade process is seamless and requires little or no work on our part (we are in the cloud).

Cons

It was a learning experience and took time for us to get used to the differences between Hyperion and OneStream. We were used to the various excel functionalities in SmartView which the OneStream Addin did not offer when we first started the implementation. But we were happy to see that OneStream listened to our suggestions for improvements and included them in upcoming releases. Overall, we are happy with our decision and look forward to implementing other solutions. In addition, we partnered with Archetype Consulting and they have been wonderful in guiding us through the implementation, transition and training processes.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A complete software suite to help drive your organization!

Reviewed 3 years ago

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

The software is very intuitive and easy-to-use, but the ability to expand into different organizational "needs" is facilitated by a company that is willing to listen to the needs of their customers, and respond quickly to put those needs into production! From basic consolidations, tracking of capital expenditures & headcount, and strategic planning modules (among many others!), OneStream XF gives users the ability to address their immediate needs while giving them capabilities for future expansion.

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. But note that this is based on a previous version of the software, with the newest release (based on the Splash! user-conference in May 2019) having addressed some of this issue. Another example of the company's willingness to listen and respond!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent multi-currency financial consolidation software

Reviewed 6 years ago

We were looking to replace a legacy system that was no longer going to be supported by its giant software company owner. Based on the experience we had we that company, we knew we did not want to use another of their packages. We chose OneStream based on functionality, product demonstration, price, references and pedigree of its developers.

Pros

It does so much. Every time I think I can't do something in OneStream, the consultants figure out how to get it done. It does more than I can possibly conceive. I do not spend a lot of time and money maintaining OneStream. The software upgrades are very fast (about a half an hour) and usually do not require any consultant time. I also like that if I do have a problem or a question, I can submit a support ticket and receive a quick response. Their customer service is far superior to what I'm used to with the giant software company that I dealt with before.

Cons

Because it's different from any software I've ever used, it took some getting used to. Definitely not an issue now.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OneStream XF for Consolidations

Reviewed 3 years ago

We replaced our Hyperion Enterprise system with OneStream. It was a huge win, adding workflow and validation checks to the system that we never had in the past. Data quality is improved and the system itself is rock-solid. Zero down time. Upgrades have never taken more than 2 hours. Support, when you have a question, is very, very fast. Partnering with OneStream was a great move for JLL.

Pros

Ease of use. This product requires minimal training for end users and the end user training can be embedded in the application, so they can watch a video of how to perform a task and then execute the task. Because workflow is built into the product, again, the end user simply goes through the workflow to complete their work. The Excel Add-in is again, easy to use. Because our users were familiar with Hyperion HPVAL formulas in Excel, the transition to OneStream's add-in was seamless.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fantastic Consolidation Tool With Plenty More To Offer

Reviewed 2 years ago

Onestream has undoubtedly exceeded our expectations following initial implementation to manage our complex financial consolidation for statutory accounting and regulatory reporting. The breath of capability and scope of future use is causing real excitement across the wider finance function, and Onestream's flexibility is going to be a real asset to the organisation moving forward.

Pros

Onestream's flexibility in terms of metadata structures as well as data integrity controls via for example their unique flow dimension are fantastic. In addition the ability to seamlessly integrate with underlying data sources and systems is invaluable for us as a decentralised organisation with many different systems and processes used by our subsidiaries.

Cons

During and indeed following implementation its been very difficult to find any fault with the Onestream software and its integration to our business processes. Some functionality is very specific to the software and requires training, but the extensive Onestream Academy (free of charge) and the paid for formal courses have alleviated any issues in this regard. In addition the support provided to us during the implementation by Onestream themselves has been fantastic.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One application that does it all

Reviewed 3 years ago
Pros

OneStream is the most flexible platform I've worked with that enables customers to extend it for an infinite number of uses. The number of solutions that can be built using the platform is unlimited, and the MarketPlace is growing with new solutions all the time. We have a large number of niche applications, each performing a specific purpose, but with OneStream we are already seeing that we can migrate from those other niche software systems to one unified and integrated platform. 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

The only downside to OneStream XF that I've encountered is with scheduling - reports, integrations, etc. 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. The option to push data versus pull data is a big requirement for us; our software users prefer not to have to go looking for data, and the Powershell scripts that we currently use to schedule integrations and file loads are not user friendly.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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OneStream XF

Reviewed 3 years ago

Overall, OneStream has provided a significant benefit to our company. It's a simple, dynamic tool that provides a good end-user experience. It has helped us to speed up our close process and provides great analytical tools for users.

Pros

From an administrator point of view, the software is extremely flexible and for the most part does not require computer language skills. Almost any report can be created and shown in different ways. The software is extremely dynamic and provides a positive end-user experience if built out correctly.

Cons

There have been a few minor bugs(Account Reconciliation Manager). While the end-user experience is great for most users, it is difficult to implement on a large scale (100+ users, frequent turnover) due to training. Every application is different, so general training documents are not always applicable. Pulling activity instead of balances is possible, but seems to have caused a few headaches as it's not common.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Consolidate without excel

Reviewed 2 years ago

We had the pleasure to have a great developer that was so knowledgeable, available and genuinely interested to follow and support our growth in using OneStream. He made us feel part of the great adventure that will change our ways of reporting.

Pros

Ease of use and endless customization and development possibilities as your company grows. We have multiple entities in 5 different countries with different currencies and ERP. OneStream's capacity of customizing our translation process to our different operations. We also have non-controlling interests in some entities and again the ability to customize the formulas was a big winning point.

Cons

The interface look is not modern enough to my taste but nothing major.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One-year Post go-live

Reviewed 2 years ago

Very happy with our choice and would not change decision if could go back and choose different vendor

Pros

OneStream has wide array of functionalities, all on one platform, one software language at one price; powerful corporate performance management platform has helped us automated many tasks across multiple areas in accounting, financial reporting, budgeting, forecasting and analytics.

Cons

Like other platforms must invest time and resources to get through learning curve

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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All on One SaaS platform for CPM/EPM Unified and integrated modeling

Reviewed a year ago
Pros

Flexibility Agility and Customer Support Dashboarding and Reporting Analytic Blend Business Rule and power of API integration Data Integration and Transformation Out of the box Market place solutions like ACM, ARM, Task Scheduler , Security Audit etc

Cons

Extensible Dimensionality Metadata Management and Utility to Automation of Metadata Build

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OneStream is AWESOME!!

Reviewed 3 years ago

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. For instance, setup OneStream for Actuals and Consolidations and adding Account Reconciliation is just add an app from the store. No separate set of licenses or copying data from one program to another.

Cons

More training offered. I'm not able to find much of any classes offered locally for reporting or calculations. Most of the training has to be done at headquarters and I haven't found a reporting training class anywhere.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Confie Uses OneStream

Reviewed 6 years ago

We implemented this software from start to finish in 6 months. Within 30 days of implementing the company acquired additional companies requiring a restatement of historical results. These companies were integrated within a month. 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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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AFL - Experience with OneStream

Reviewed 3 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One-Stop-Shop for Finance Organizations

Reviewed 2 years ago

OneStream brings all the information to the finance users. It makes it easier for them to do their jobs, be it close the books, prepare the budget, forecast or analyze the data. OneStream does it all!

Pros

Flexibility - This software can do everything you can think of.

Cons

The standard documentation is not detailed enough for advanced users.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Powerful tool

Reviewed 2 years ago

This product has changed the way we can create financial reports for the better. We are now able to produce meaningful information for our management team that we previously were incapable of compiling.

Pros

This tool enables us to consolidate our and third party financial statements with a few clicks of the mouse. This extremely powerful software can build our monthly financial reports and supplementals in a fraction of the time it used to take us.

Cons

Setting up and changing reports is not an intuitive process, so having a good consultant firm on stand by is a must.