OneStream
OneStream brings the financial close, planning, reporting and analysis onto one platform, in place of Hyperion, standalone consolidation tools and the spreadsheets that usually fill the gaps. James & Monroe implements and supports it across Australia, New Zealand and Asia — from a first deployment through to extending and optimising a system you already run.
OneStream dropped the “XF” name as the platform matured, but the idea behind it is unchanged: one application, one data model, and one set of numbers feeding the close, planning, reporting and reconciliation, rather than separate tools stitched together. That unified model is what we design around, and it is what keeps the system maintainable once we hand it over.
Financial Close & Consolidation
Automate the close, run multi-entity consolidations, and handle complex ownership, currency and intercompany — with the audit trail finance and external auditors expect.
Planning, Budgeting & Forecasting
Strategic, financial and operational planning on one model — driver-based, tied back to actuals, and presented in an Excel-style interface your business users already know.
Reporting & Analytics
Financial, statutory and management reporting from one data set — board books, regulatory filings and self-service dashboards without exporting to spreadsheets first.
Financial Data Quality & Integration
Direct, governed integration to Oracle, SAP, NetSuite and other GL/ERP sources, with drill-back to the underlying transactions and validations that stop bad data at the door.
Account Reconciliation & Transaction Matching
Balance-sheet reconciliations and high-volume transaction matching inside the platform, so the close, reconciliation and reporting all run off the same numbers.
AI for Finance
SensibleAI forecasting and OneStream Genesis put machine learning and no-code configuration in the hands of finance — quicker forecasts and less manual model-building.
ESG Reporting & Planning
Scope 1, 2 and 3 emissions, GRI/SASB/ESRS frameworks and ESG targets on the same data model as your financial reporting — sustainability numbers that reconcile to the books.
Beyond the core platform: the OneStream Solution Exchange
OneStream extends through the Solution Exchange — more than 100 solutions from OneStream, its partners and the community that install directly onto the platform: Tax Provision, Lease Accounting, People Planning, Operational and Capital Planning, and more. Because they share the platform’s data model rather than bolting on as separate products, they co-exist without adding technical debt. We help clients choose, configure and run the ones that fit.
We implement OneStream as practitioners. The people who scope your project are the people who configure the consolidation, write the business rules and build the integrations — not a sales layer handing off to someone else. That matters most on the hard parts: complex ownership and currency, intercompany eliminations, and the data integration that decides whether the close runs clean.
Where we can, we build on what the platform already provides — its own data management, business rules, dashboards and the Solution Exchange — rather than wrapping it in bespoke code only we understand. The result is a system your own team can own and extend after go-live.
We take this on as defined projects: a new OneStream deployment, a migration off Hyperion or a legacy consolidation tool, a single capability such as reconciliation or ESG, or ongoing optimisation of a system you already run. Each piece is scoped to stand on its own, and a good deal of the detail behind it is written up on our blog.
Thinking about OneStream?
Whether you’re moving off Hyperion, replacing spreadsheets, or extending a OneStream system you already run, J&M can help you scope it.