What is OneStream XF?

OneStream XF is a unified corporate performance management platform that replaces multiple point solutions with a single application for financial consolidation, planning, reporting, and analysis.

How does OneStream compare to Oracle EPM Cloud?

Oracle EPM Cloud is a modular suite with separate applications. OneStream is a single unified platform covering all CPM functions in one application. J&M implements both and provides independent advisory.

Can OneStream integrate with SAP?

Yes. OneStream has pre-built connectors for SAP ERP, S/4HANA, Oracle ERP, NetSuite, and other enterprise data sources.

OneStream

OneStream is a unified Corporate Performance Management (CPM) platform that brings financial consolidation, planning, budgeting, forecasting, reporting, and analytics together in a single, extensible solution. Designed to simplify complex CPM landscapes, OneStream enables organisations to replace fragmented systems and spreadsheets with a controlled, scalable platform that supports enterprise‑wide insight and informed decision‑making

Financial Consolidation Planning & Forecasting Reporting & Analysis Financial Data Quality MarketPlace Solutions

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Financial Close and Consolidation

Streamline financial close and consolidation while addressing complex global accounting and reporting requirements. Provide rapid insights into financial and operating results.

OneStream Simplifies Financial Close and Consolidation for Sophisticated Enterprises

Eliminate spreadsheets and legacy applications that were not designed to address the complex requirements of global enterprises.

Streamline Financial Close and Consolidation: Automate data loading, reconciliation and reporting. Close faster with pre and post-load validations, immediate identification of errors and quick resolution of data quality issues.
Improve Confidence in Financial Results: Deliver 100% transparency into data, metadata and process changes with unparalleled audit trails and drill-back capabilities for complete confidence and control.
Increase Operational Insights: Improve insight into the real FX impact of currency on every balance sheet account, track detail movements and changes for complete cash flow reporting.

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KEY FEATURES

Global Financial Consolidation and Reporting

OneStream supports true statutory financial reporting requirements including US GAAP, IFRS, Multi-GAAP and local statutory requirements, with the most sophisticated financial intelligence available.

One set of data drives multiple GAAP/IFRS reporting formats
Cell-level audit trails provide control without impacting performance
Out of the box support for complex ownership and equity pickup

Powerful Intercompany Eliminations

Intercompany (IC) eliminations automatically occur at the first common parent in every alternate hierarchy. Improve insight and visualize the impact of acquisitions, and other business changes.

Automatic IC eliminations at the first common parent for all hierarchies without complex rules
Each intercompany party and counterparty simultaneously views local, counterparty and reporting currencies to instantly collaborate and resolve IC discrepancies
Corporate can always see resolution state with pre-built intercompany reports that provide visibility to IC status

Complete Foreign Exchange and Cash Flow Reporting

Improve insight into the real FX impact of currency on every balance sheet account through roll forward members that detail movements and changes for complete cash flow reporting.

Identify and report on new cash flow and profitability sources by corporate, division, customer, product, region or channel
Auto-deliver Currency Translation by Account
Automated settings for historical dollar overrides
Supports detailed cash flow schedules and cash forecasting

Budgeting, Planning and Forecasting

Gain agility in planning with support for strategic, financial and operational planning needs in a single, unified solution.

OneStream unifies Planning, Budgeting, and Forecasting with Financial Reporting eliminate spreadsheets and legacy applications that were not designed to address the complex requirements of global enterprises.

Simplify Use: Use familiarity of Microsoft Excel and Guided Workflow for simplified planning, budgeting, and forecasting.
Improve Agility: Leverage one unified financial planning software system that supports financial and operational planning, budgeting, forecasting and reporting for maximum agility.
Accelerate Planning Cycles: Spend less time collecting data and more time analyzing results and supporting decisions across the enterprise.

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KEY FEATURES

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 the impact of alternative what-if scenarios and funding options on key liquidity, profitability, and performance ratios as well as debt covenants and capital structure
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

Financial Budgeting and Forecasting

Simplify the entry of budget and forecast revisions by leveraging 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
Support top-down, bottom-up, driver-based planning, rolling forecasts and other advanced planning techniques
Extensible Dimensionality® enables support of corporate and line of business requirements in a single application

Detailed Operational Planning

The OneStream MarketPlace contains a full set of specialty planning solutions that all leverage and extend the OneStream Platform.

People Planning, Capex Planning, Sales Planning, Cash Planning, Thing Planning (think anything)
Relational Blending balances the right mix of where analytical and operational data resides for the best performance and analysis
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 the planning process.

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

Reporting and Analysis

Deliver the right information, in the right format, at the right time with a single platform for financial, statutory and management reporting and analysis.

OneStream Allows Finance and Operating Staff to Rapidly Generate High-quality Results and Analysis.

Provide a single lens view into financial and operational results, with multiple reporting and analysis software capabilities in a single platform.

Speed Delivery: Reduce the time and cost to deliver timely and accurate information and new analysis as your business changes.
Simplify Maintenance: Enable self-service for end-users with guided reporting, Microsoft Excel and Office integration, and easy-to-create dashboards and visualizations.
Increase Adoption: Empower finance and line of business users with timely, accurate and secure access to finance and operating results through governed analytics

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KEY FEATURES

Guided Reporting

Guided Reporting allows you to mix and match row and column templates for infinite reporting combinations allowing any user that understands the business to create powerful analytics.

Choose from a pre-built library of pre-formatted row or column sets
Drill down on any dimension via graphs, charts, reports and grids
Instantly export Guided Reports to Excel, PDF or any other standard format

Excel Integration

Excel add-in and embedded spreadsheet deliver the ultimate ad-hoc analysis and reporting solution. Answer any question in seconds with powerful ad-hoc drag, drop and pivot Excel analytics.

Financial Models in Excel retain calculations and styling even when refreshed
Include multiple OneStream Cube Views, Quick Views and Retrieves in the same Excel sheet
Shared user experience between web and Excel for dynamic POV and drill down Financial Budgeting and Forecasting

Production Reporting

OneStream delivers a powerful production report writer for your most detailed and pixel-perfect reports.

Powerful production and formatted report writer that is easily used by business users
Unified reports with data quality, actuals, budget and plan all available in a single report
Approximately 50 pre-built web reports include drill down, audit, process log, security analysis, certification status and process controls

Microsoft Office Blend

Office Blend delivers a unique Microsoft Word®, PowerPoint® and Excel® reporting solution by combining Office content with OneStream content for a rich reporting experience.

Blend OneStream reports, charts and data with Microsoft Office content to deliver visually stunning report books
Parameterize documents, reports, charts and books to immediately refresh data for the required analysis without re-work
Produce and distribute reports and report books with the Postal Service solution available in the MarketPlace

Interactive Dashboards

Self-Service, Interactive Dashboards offer executives, managers and business users the ability to change variables and bring data to life for the insight needed to make quicker and better decisions.

Bring key financial and operational metrics together by combining tables, charts, graphs and other visualizations
Quickly understand business trends and drill-down into the underlying causes, all the way back to transactional details if needed
Turn insights into action with integrated data entry forms and the ability to see real-time results of changes to models, plans and forecasts

Analytic Blend

OneStream provides a unique ability to “blend” validated financial data, highly dimensional operational data and detailed transactional data in one platform for comprehensive, controlled, and consumable analysis and visualization.

Easily combine financial, operational and transactional data in a single dashboard for comprehensive visualization and analysis
Finance maintains one “governed” source of truth for data extending access to line of business managers and executives with confidence
Eliminate data latency and unnecessary replication of financial data for analysis. Retain all the security, intelligence, workflow, governance, and audit trails that are built in to OneStream

Financial Data Quality Management

Increase confidence in financial and operating results and eliminate “black box” data integration processes.

OneStream ensures accurate financial peporting and decision-making confidence.

Provides strict audit controls along with standard, defined and repeatable processes for maximum confidence and reliability in a business user-driven process.

Simplify Data Integration: Direct integration to any open GL/ERP system, including Oracle, SAP, and Microsoft Dynamics, with powerful pre-built OneStream Integration Connectors with drill back and drill through capabilities.
Improve Data Integrity: Powerful pre and post-data loading validations and confirmations provide complete confidence in the certification process.
Increase Transparency: 100% transparency and audit trails for data, metadata and process change visibility from report to source.

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KEY FEATURES

Direct Integration Connectors

OneStream Integration Connectors offer direct integration with any open GL/ERP or other source system.

Deliver fast and efficient direct to source system integration processes
Drill down, drill back and drill through to transactional details, including journal entries
Deliver direct integration with available drill back built for any open ERP including Oracle, PeopleSoft, JDE, SAP, Infor, Microsoft AX/Dynamics and more

Guided Workflows

Achieve financial data quality management and verification throughout financial consolidation, reporting and planning processes with simple Guided Workflows.

End-user focused processes to standardize and simplify data collections and analysis
Reduce the cost of deploying additional CPM solutions as end-users already know how to interact with the Guided Workflow
Serve up the correct process and reports at every step in the workflow

Complete Transparency and Audit Trails

OneStream’s Origin dimension is pre-built with the financial intelligence to deliver transparency, auditability and data protection for complete confidence and compliance.

All data captured in distinct Origin buckets for import, adjustment, forms and eliminations
Journal adjustments and eliminations never disappear in the consolidation process
Data protection is automatic and prevents inadvertent data overrides, no need to ever turn off cell-level audit

MarketPlace Solutions

Extend Your Investment with the OneStream MarketPlace

Over 50 solutions customers can download, configure and deploy to easily extend the value of the OneStream SmartCPM™ platform.

Rapid Time to Value: OneStream MarketPlace solutions can be downloaded and configured within minutes to deliver new solutions to end-users.
Ongoing Updates: All the OneStream MarketPlace solutions can be updated independently of the OneStream platform, to keep pace with changing customer requirements.
Extend the Platform: OneStream MarketPlace solutions are not bolt-on products. They extend the OneStream platform and all co-exist, working together.

Key Benefits

Download – Configure – Deploy

Deliver additional CPM solutions, templates, tools and content with a simple download, similar to downloading an app to an iPhone®.

Financial Close and Reporting – Account Reconciliations, Close Manager, Compliance Solutions
Specialty Planning – People Planning, Capex Planning, Cash Planning, Sales Planning, Thing Planning
Productivity Tools – Task Manager, Parcel Service, Diagnostics 123
50+ Solutions Available

Extend the Value of OneStream

Our modern SmartCPM™ platform quickly and easily aligns to your changing business requirements with the ability to extend the platform with value-add solutions from our OneStream MarketPlace Solution Center.

Our unified platform provides a simplified user experience and reduces the complexity, risk and cost of deploying multiple solutions or applications for financial consolidation, financial reporting, planning and data quality.

Eliminate Technical Complexity

OneStream MarketPlace Solutions eliminate the noise of technical complexity and allow you to start solving your business problem on day one. All solutions come with complete documentation and instructions. The OneStream MarketPlace will continue to expand to deliver more content and more value.

Featured Solutions

Account Reconciliations
Close Manager
Tax Provisions
Transaction Matching
Predictive Analytics 123
Cash Planning
Task Manager
Specialty Planning
Compliance Solutions