Financial Services

Automate the financial close; reduce data load and report refresh time throughout the month. Access accurate and secure financial and operational information from any data source.

• Increase productivity with Close Manager and Task Manager to provide a holistic view of close processes.
• Improve insight into the real FX impact of currency on every balance sheet account, track detail movements and changes for complete cash flow reporting.
• Eliminate manual or standalone reconciliation solutions with the Account Reconciliations solution available in the OneStream MarketPlace™.

Modernize long-range planning, capital management, people planning and cash-flow forecasting. Create various scenario plans with rolling forecasts and driver-based, predictive plans.

• Build detailed, integrated business plans for key stakeholders without compromise; align with consolidated financial goals.
• Improve user adoption and data entry by leveraging dynamic web forms or the comfort of Excel to instantly create or update the plan or forecasts.
• Expand forecasts and the business dialogue with built-in predictive analytics from the MarketPlace. Find new ways to ask “why”.

Automated allocations and transparency provide visibility into the profitability of key products, expense categories and portfolio companies.

• Visualize the impact of planning decisions on profitability and margins with “What-if” driver-based planning.
• Maintains one "governed" source of truth for data extending access to line of business managers and executives with confidence.
• Combine financial, operational and transactional data in a single dashboard for comprehensive visualization and analysis.

Increase confidence in financial and operating results with powerful data integration, validations, certifications and audit trails.

• Deliver direct integration with available drill back built for any open ERP including Oracle, PeopleSoft, JDE, SAP, Infor, Microsoft AX/Dynamics and more.
• Provide 100% transparency and audit trails for data, metadata and process change visibility from report to source.
• Drill down, drill back and drill through to transactional details, including journal entries.

Deploy solutions quickly and with confidence with OneStream Cloud powered by Microsoft Azure.

• Start solving business problems on day one with rapid provisioning and environment set up by OneStream.
• OneStream strikes the balance between performance, scalability and cost to provide a secure, reliable and scalable environment for your most trusted financial data.
• Take advantage of full managed cloud services as a supplement to your IT staff, we take on the care and feeding of the application environment.