OneStream Planning, Budgeting & Forecasting
Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems.
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Planning, Budgeting & Forecasting
Driver-based planning, budgeting and forecasting on one model, tied to actuals and owned by finance — built in OneStream.
Overview
OneStream unifies strategic, financial and operational planning on the same platform and data model as the close, so budgets and forecasts reconcile to actuals without rekeying. James & Monroe builds driver-based planning models that finance owns and business users can work in directly, through a familiar Excel-style interface backed by guided workflow.
We connect planning to the rest of the system: actuals flow in from the close, headcount and operational drivers feed the model, and rolling forecasts update each cycle instead of being rebuilt in spreadsheets.
What We Deliver
Driver-based planning
Models that link operational drivers to financial outcomes, so a change in volume or headcount flows through to the numbers.
Rolling forecasts & scenarios
Multiple versions, what-if scenarios and rolling forecasts run side by side, without spawning spreadsheet copies.
Workforce & operational planning
People planning, capital and operational plans built on the same platform and reconciled to the financial plan.
Excel & guided workflow
The familiarity of Excel for business users, with the governance, security and workflow of a managed application.
Actuals integration
Variance to plan straight from the close data, so plan-versus-actual is one query rather than a reconciliation exercise.
Why It Matters
Plan with agility
Scenarios and rolling forecasts update as the business changes, not after a spreadsheet rebuild.
Business-owned models
Finance and the business own the models in a familiar interface, instead of depending on IT to make changes.
Tied to actuals
Plans sit on the same data as the close, so forecasts and variances reconcile to reported results.
Planning, Budgeting & Forecasting on OneStream →
Rethinking planning?
From a first OneStream planning build to extending an existing model, J&M can help you scope it.