OneStream XF Features

OneStream XF

Corporate performance management solution for enterprises

4.85/5 (53 reviews)

Competitor Feature Comparison

"What If" Scenarios
API
Access Controls/Permissions
Account Reconciliation
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Management
Audit Trail
Bank Reconciliation
Budgeting/Forecasting
Cash Flow Management
Cash Management
Chart of accounts
Configurable Workflow
Consolidation/Roll-Up
Customizable Dashboard
Customizable Reports
Dashboard
Data Connectors
Data Import/Export
Data Visualization
Drag & Drop
Financial Analysis
Financial Management
Financial Reporting
Forecasting
Income & Balance Sheet
Key Performance Indicators
Marketing Reports
Multi-Company
Multi-Currency
Multi-Department/Project
OLAP
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Projections
Qualitative Analysis
Quantitative Analysis
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Self-Service Reporting
Strategic Planning
Third Party Integrations
Version Control
Learn moreCompare App
"What If" Scenarios
API
Access Controls/Permissions
Account Reconciliation
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Management
Audit Trail
Bank Reconciliation
Budgeting/Forecasting
Cash Flow Management
Cash Management
Chart of accounts
Configurable Workflow
Consolidation/Roll-Up
Customizable Dashboard
Customizable Reports
Dashboard
Data Connectors
Data Import/Export
Data Visualization
Drag & Drop
Financial Analysis
Financial Management
Financial Reporting
Forecasting
Income & Balance Sheet
Key Performance Indicators
Marketing Reports
Multi-Company
Multi-Currency
Multi-Department/Project
OLAP
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Projections
Qualitative Analysis
Quantitative Analysis
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Self-Service Reporting
Strategic Planning
Third Party Integrations
Version Control
Visit WebsiteCompare App
"What If" Scenarios
API
Access Controls/Permissions
Account Reconciliation
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Management
Audit Trail
Bank Reconciliation
Budgeting/Forecasting
Cash Flow Management
Cash Management
Chart of accounts
Configurable Workflow
Consolidation/Roll-Up
Customizable Dashboard
Customizable Reports
Dashboard
Data Connectors
Data Import/Export
Data Visualization
Drag & Drop
Financial Analysis
Financial Management
Financial Reporting
Forecasting
Income & Balance Sheet
Key Performance Indicators
Marketing Reports
Multi-Company
Multi-Currency
Multi-Department/Project
OLAP
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Projections
Qualitative Analysis
Quantitative Analysis
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Self-Service Reporting
Strategic Planning
Third Party Integrations
Version Control
Visit WebsiteCompare App

OneStream XF Feature Reviews

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

Khirod P.

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

2021-10-08

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeni C.

Powerful tool

2020-09-22

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.

Cons

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

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick P.

One-year Post go-live

2020-09-03

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

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
Salman K.

OneStream XF Review

2020-05-06

We are currently using OneStream for consolidation, budgeting/forecasting, cash flows, account reconciliations, and external/internal reporting.

Pros

The ability to report off of, budget, forecast, analyze, and reconcile to the same set of base data is valuable for streamlining our processes.

Cons

Cube view and report building has a steep learning curve for finance individuals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Dean H.

Fantastic Consolidation Tool With Plenty More To Offer

2020-05-13

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.

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.

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
Scott L.

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
Phillip O.

OneStream is AWESOME!!

2019-06-05

Consolidations. Intercompany is a breeze compared to Hyperion.

Pros

For instance, setup OneStream for Actuals and Consolidations and adding Account Reconciliation is just add an app from the store.

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
Read more
Marc R.

OneStream for both Consolidation as IFRS16

2020-08-26

OneStream is now the central platform for reporting, consolidation and IFRS16.

Pros

It's a platform, the consolidation, reporting, data integration is included.

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.

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
Kathryn C.

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
Read more
Darpan B.

One Stream - True Value for money.

2021-03-20

Pros

Integration with the existing processes and capabilities to input the data from all the data sources ( SQL Server, Excel , CSV & Oracle DataBase ) Audit Capabilities - within the Onestream to track the changes is nice.

Cons

It's not a Visualization tool and dashboards outputs are not that much great as other STandard Visualization tools like Tableau or Microstrategy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Dustin K.

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
Read more
Nicky W.

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
Read more
Robert K.

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

You can use quickviews, cubeviews, dashboards, books, the options are endless.

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
Read more
Catherine M.

Consolidate without excel

2020-07-17

He made us feel part of the great adventure that will change our ways of reporting.

Pros

We have multiple entities in 5 different countries with different currencies and ERP.

Cons

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

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
Nathan W.

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
Kevin J.

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
Karrie S.

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
Read more
Anonymous
(Oil & Energy company, 10001+ employees)

Consolidated reporting easier than ever before

2021-02-17

It made our consolidated financial reporting easier and faster than ever before.

Pros

This year OneStream was introduced in our firm for the consolidated reporting and it made our life easier than ever before.

Cons

There are some thing that you need to choose every time you open the software, It's not always possible to save previously defined view.

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
Read more
Jonathan D.

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
Read more
Tonya C.

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
Stephen T.

The next generation of CPM software

2019-06-05

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.

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
Jacqueline M.

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

2020-07-06

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

When I reviewed the prior months excel workbook used for consolidations and currency translations, it was such a nightmare.

Cons

There were times that we would provide data to various members of the organization.

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 V.

Share the data model

2020-09-15

Pros

Sharing dimensions like accounts, entities and management details across multiple purposes empowers the flexibility and “one version of the truth”

Cons

The admin side can use major improvements

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
Jeffrey M.

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
Keith C.

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
Read more