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Planning, Budgeting and Forecasting

Unify Financial & Operational Plans

Plan, collaborate and manage scenarios across Sales, Marketing, Supply Chain and HR groups with operational relevance and control in a single, unified user experience for the Office of Finance. Replace spreadsheets and disconnected budgeting and planning software solutions with a unified platform.

Plan, collaborate and manage scenarios across Sales, Marketing, Supply Chain and HR groups with operational relevance and control in a single, unified user experience for the Office of Finance. Replace spreadsheets and disconnected budgeting and planning software solutions with a unified platform.

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Improve Agility

Manage and govern global plans while providing the agility for line of business partners to model granular operational drivers—all within the same unified solution and user experience.

02

Predict with Confidence

Instantly seed budgets and forecasts with powerful predictive models without technical expertise.

03

Accelerate Plans

Spend less time collecting data and more time analyzing how sales, production, price, insurance or tax changes could affect profitability and future plans.

Key Features

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Strategic Planning and Modeling

Drive long-term strategy and analyze alternative value creation scenarios. Quickly develop baseline plans for organic growth strategies and potential M&A initiatives.

  • Pressure-test assumptions and flex key value drivers to evaluate impact on financial results.
  • Analyze alternative what-if scenarios and funding options on key liquidity, profitability, debt covenants, capital structure and more.
  • Quickly analyze the sensitivity of your cost structure, revenues, or capital structure to external drivers such as commodity prices and evaluate FX and interest rate exposure.

Agile Planning and Scenarios without Compromise

Intelligently support top-down, bottom-up, driver-based planning, rolling forecasting and scenario analysis.

  • Simplify the entry of planning revisions with dynamic web forms or the comfort of Excel to instantly create or update the plan or forecast.
  • Guided Workflows, advanced spreading and allocations speed data collection and entry.
  • Extensible Dimensionality® enables support of corporate, line of business and granular operational plans in a single solution.

Extended Planning & Analysis (XP&A) and Integrated Business Planning

Extend the planning and analysis across the organization, collaborate with business partners and align granular operational plans with financial goals.

  • Drive performance, governance, and simplify financial and operational planning with a unified user experience.
  • People Planning, Capital Planning, Sales Planning, Cash Planning and Free Form Planning offer maximum flexibility while optimizing financial performance and analysis.
  • Dynamically visualize the impact of planning decisions on profitability and margins with “What-if” driver-based planning.

Predictive Analytics

Download Predictive Analytics 123 from the OneStream Marketplace, configure and deploy predictive models across planning processes.

  • Administer, create and maintain predictive models without technical or data science expertise.
  • Automatically generate high performing predictive forecasts leveraging more than 10 built-in model types including Holt-Winters, Exponential Smoothing and ARIMA.
  • Deploy and incorporate predictive models across the OneStream platform including workflows, all planning processes, reports and dashboards.

Customers We Work With

Industry Recognition

 

We Are Rated OnCloud Financial Planning & Analysis Solutions4.9 134 ReviewsAs of 15 Nov 2021

Gartner Peer Insights Customers’ Choice

Buying an enterprise IT solution is no simple task; get advice from others who have been there! Read our clients’ feedback on Gartner Peer Insights and see why we were named a Customers’ Choice in 2020 Gartner Peer Insights ‘Voice of the Customer’: Financial Close Solutions!

Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates.

FAQ

Get Started With a Personal Demo

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

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