OneStream

Unifies finance processes and trusted business data to help teams close faster, plan with confidence, and make informed decisions.

Helps Finance teams get faster, defensible answers from governed financial data in OneStream and connected AI tools.

Improves forecast efficiency and supports faster, more confident decisions through transparent, AI-powered planning.

Unifies and automates close activities to reduce manual work, surface risks sooner, and support confident financial reporting.

Aligns financial and operational plans to support coordinated modeling and informed business decisions.

Streamlines tax provision work and reporting using connected finance data and controlled tax processes.

Unifies planning and trusted insights to help teams make confident decisions and adapt to changing business needs.

Reveals profitability drivers and helps teams assess business changes across products, customers, channels, and other dimensions.

Turns trusted financial and operational data into accessible reports and insights for informed decisions.

Automates ESG reporting and connects sustainability data with financial information for stakeholder insight.

Lets organizations start with one capability and expand as their needs evolve.

Improves financial data quality and transparency through guided integration, validations, and source traceability.

Provides structured, adaptable CPM implementation services aligned to current goals and future needs.

Builds OneStream skills, supports adoption, and helps teams gain value from learning and certification.

OneStream platform

OneStream is a cloud-based, AI-powered platform that unifies financial and operational data and processes. It supports financial close and consolidation, planning, forecasting, reporting, and analytics. Built-in data integration and quality, financial intelligence, embedded AI, workflows, and an extensible no-code architecture help finance teams work with trusted information and adapt as needs evolve. OneStream Genesis provides click-to-configure design and a library of finance-focused building blocks. SensibleAI Studio adds finance-focused machine-learning and generative AI routines, prebuilt solutions, and guided configuration. The platform also supports finance-focused clustering analysis, including benchmarking, peer-group analytics, and drift analysis.

• Unify Financial And Operational Data
  Bring financial and operational data and processes together to support close, planning, reporting, and analysis.
• Apply Governed AI Across Finance Workflows
  Use finance-focused AI routines and prebuilt or tailored solutions for forecasting, anomaly detection, segmentation, natural-language queries, and narrative summarization within governed finance workflows.
• Extend Finance Capabilities Without Code
  Configure models and processes with a visual designer and reusable finance-focused content, adapting capabilities as business needs change.
• Connect And Validate Business Data
  Connect data from business systems, apply workflow validations, and trace reported figures to source details.
• Automate Close And Consolidation
  Coordinate consolidations, reconciliations, and transaction matching with process automation and audit trails.
• Plan And Forecast With Confidence
  Build plans, scenarios, and rolling forecasts using shared data and AI-powered forecasting capabilities.
• Explore And Share Trusted Insights
  Analyze financial and operational data through reports and visualizations, investigate details, and use Microsoft integrations to access data across reporting tools.
• Coordinate And Monitor Finance Processes
  Assign and track tasks, manage workflow status and dependencies, and coordinate finance processes across teams.
• Analyze And Compare Performance Groups
  Compare performance across clusters and peer groups, segment financial performance, and identify changes in patterns over time.
• Trace Activity From Source To Report
  Review workflow activity and trace reported figures to transactional details to support transparency and compliance.

AI Agentic Finance

AI Agentic Finance combines SensibleAI Agents with OneStream’s governed agentic layer to bring financial intelligence into Finance workflows and connected AI tools. Specialized agents support financial analysis, search across Finance documents and platform knowledge, large-scale document review, and forecast analysis. Agents use OneStream’s unified financial data model and engines, applying business rules, permissions, and audit controls. Teams can use agents in OneStream and Excel or connect compatible tools through MCP.

Category: AI Assistant Software

• Apply Finance Controls To Every Interaction
  Use native or external AI agents while applying OneStream business rules, permissions, and governance.
• Ground Answers In Trusted Financial Data
  Connect questions and agent actions to the financial data, context, and engines used across OneStream workflows.
• Analyze Data And Find Finance Guidance
  Ask questions of financial data, run calculations, investigate performance, and search approved Finance materials and platform knowledge.
• Connect Existing AI Tools Securely
  Make OneStream financial data and capabilities available to compatible AI tools while retaining governance and audit controls.
• Use Agents And Trace Their Results
  Access agents in OneStream and Excel or supported external tools, then review sources, evidence, and interaction history behind their work.
• Analyze Documents And Explain Forecasts
  Identify patterns and exceptions in document sets and explore forecast gaps, drivers, accuracy, and scenarios with source-grounded results.

AI Planning & Forecasting

OneStream AI Planning & Forecasting combines SensibleAI Forecast, Studio, and Agents to help finance teams build forecasts, model scenarios, and explore planning data. It can select best-fit forecasting models, incorporate external drivers, and provide AI-driven insights and anomaly detection. Teams can adjust plans as conditions change and align financial, operational, and strategic plans using a shared data model. Forecasting logic and outcomes are designed to be transparent, explainable, traceable, and governed within OneStream.

• Select Best-Fit Models Automatically
  Compare and select models for forecast targets to reduce manual modeling work and support faster forecasting.
• Test Scenarios And Adapt Plans
  Model alternative outcomes and update plans as conditions change to support responsive planning decisions.
• Align Finance And Operations Plans
  Connect financial and operational planning on a shared data foundation so teams can work from consistent plans and information.
• Trace Forecasts To Governed Data
  Review explainable outcomes and trace them to source data through drill-back and audit trails.
• Incorporate External And Business Drivers
  Bring external data and relevant business context into forecasts to reflect factors that may influence demand and performance.
• Generate Commentary And Surface Insights
  Add context to forecast results and use AI insights and anomaly detection to bring relevant information into planning analysis.
• Explore Planning Data In Natural Language
  Ask questions in plain language and receive guided insights from cross-system data within planning workflows.

Financial Close & Consolidation

OneStream Financial Close & Consolidation unifies consolidations, account reconciliations, transaction matching, and journal entry management on one platform. It supports global consolidations, intercompany eliminations, currency translations, and acquisition management while helping teams meet standards such as US GAAP and IFRS. Workflows and finance-focused AI automate routine tasks, surface anomalies, and help teams resolve issues. Audit trails, compliance controls, and financial data quality capabilities support an accurate, audit-ready close. Account Reconciliations and SensibleAI Account Reconciliations provide reconciliation workflows, AI risk detection, status reporting, traceability, and controls. Transaction Matching supports high-volume matching and exception handling. Journal Entry Manager centralizes journal processes across systems.

• Consolidate Global Financials
  Manage global consolidation, currency translation, intercompany eliminations, and acquisitions while supporting established accounting standards.
• Automate Close Activities
  Reduce manual close work, coordinate processes on one platform, and gain visibility into progress and issues throughout the period.
• Detect And Resolve Reconciliation Risks
  Surface exceptions earlier, focus review on higher-risk items, track reconciliation status, and connect reconciled balances to supporting financial details.
• Match Transactions At Scale
  Automate matching across varied scenarios and high transaction volumes, surface exceptions, and avoid duplicate data loads.
• Centralize And Control Journal Processes
  Manage operational and consolidation journals across systems with configurable workflows and controls.
• Strengthen Audit Readiness
  Maintain traceable activity and process controls to support compliance and review of financial information.
• Coordinate Close Workflows
  Clarify task ownership, monitor status and dependencies, and coordinate close activities across teams.
• Connect And Validate Financial Data
  Integrate financial data into close processes, validate information, and trace reported figures to source details.

Integrated Business Planning

OneStream Integrated Business Planning aligns financial, sales, workforce, demand, cash flow, and operational plans in one platform. It provides planning capabilities for these areas, enabling teams to model scenarios, connect business goals and plans, and use a shared source of truth. Revenue Performance Management supports sales targets, quotas, territories, and sales and demand forecasts. Operational Planning unifies workforce, project, lease, and operational planning. Strategic Workforce Planning supports staffing forecasts and workforce cost and retention insights. Cash Flow Forecasting connects capital plans and business data with cash flow projections and investment analysis.

• Align Plans Across Business Functions
  Connect plans across business functions so teams can coordinate planning around shared organizational goals.
• Model Financial Plans With Agility
  Use scenarios, rolling forecasts, and driver-based models to support responsive planning and decisions.
• Model Cash Flow And Capital Plans
  Assess cash flow implications of business and capital plans, model projects and assets, and align projections with financial plans.
• Coordinate Operational Plans
  Connect finance and operations through shared planning, scenario modeling, live data, and controlled access.
• Align Sales Plans With Revenue Goals
  Coordinate sales plans with revenue targets, manage quotas and territories, and develop sales forecasts.
• Connect Staffing Plans To Financial Goals
  Model workforce requirements with finance and HR and provide visibility into workforce costs and retention.
• Forecast Demand Across Markets
  Combine business data and external factors to produce demand predictions for planning and decision-making.

Tax Provisioning

OneStream Tax Provisioning integrates tax planning with CPM activities to streamline tax provision data flows and reporting. It automates tax data collection, validation, and repeatable calculations; supports consolidated and statutory effective tax rate reporting, footnotes, and management reports; and helps reduce reconciliation through aligned data. Tax teams can control their data and processes separately from Finance while accessing finance data when needed. The solution supports ASC 740 disclosures, exchanges data with tax compliance systems, and can replace separate Excel solutions.

• Automate Tax Data Collection
  Collect and validate tax information through standardized forms while reusing financial reporting data.
• Improve Tax Provision Reporting
  Produce tax rate reports, footnotes, management reports, and disclosures through tax reporting workflows.
• Control Tax Data And Workflows
  Manage tax processes separately with access to finance data and platform workflows, auditability, and confirmation rules.
• Apply And Configure Tax Calculations
  Use consistent calculations and configurable forms for tax provision inputs and reconciliation.
• Exchange Data With Tax Systems
  Transfer provision and compliance data to support return-to-provision true-ups.

Financial Planning & Analysis

OneStream Financial Planning & Analysis unifies actuals, budgets, rolling forecasts, and operational plans on a single platform. Finance and operations teams can build driver-based plans, model scenarios, and use embedded AI for forecasting and variance insights. Connected data, guided workflows, and finance-owned models help teams collaborate, adapt plans, and deliver trusted insights.

• Unify Plans Across Finance And Operations
  Bring financial and operational plans together using shared data, assumptions, targets, and accountability.
• Adapt Plans As Conditions Change
  Update forecasts and plans as business needs evolve to support responsive planning.
• Test Scenarios And Assess Outcomes
  Evaluate alternative assumptions and outcomes to understand potential business impacts.
• Improve Forecasts And Surface Variances
  Use AI to develop forecasts and identify potential risks and opportunities with less manual analysis.
• Trace Plans Back To Trusted Data
  Use connected, auditable data and source details to support confidence in planning results.
• Adapt Planning With Finance Control
  Give finance teams control over models, workflows, and dashboards while maintaining governance.

Profitability Analysis

OneStream Profitability Analysis helps managers understand profitability across products, customers, channels, and other dimensions. It replaces fragmented spreadsheets and offline allocation processes with defined, repeatable, auditable workflows. The solution supports multi-step allocations across large data volumes, with drill-back and drill-through to source systems. Reporting and analytics help users examine profitability drivers and identify areas that create or reduce value. What-if modeling evaluates the projected financial impact of business changes across the P&L, Balance Sheet, and Cash Flow.

• Reveal Profitability Drivers
  Explore profitability across business dimensions and identify factors that create or reduce value.
• Automate Profitability Allocations
  Run repeatable allocation processes across large data volumes and reduce reliance on fragmented spreadsheets.
• Trace Results To Source Data
  Follow results to source systems to understand drivers and support transparent, auditable allocations.
• Model And Track Business Changes
  Evaluate projected financial results for business changes and monitor progress across multiple scenarios.

Reporting & Analytics

OneStream Reporting & Analytics helps teams report on and analyze financial and operational data in a unified platform. Users can work with dashboards, visualizations, formatted reports, and guided self-service reporting, with drill-down and source tracing. Microsoft Office integration and a Microsoft Certified Power BI connector make trusted data available to more users. Agile Financial Analytics supports analysis of fast-changing data and metadata.

• Create And Access Reports
  Give users self-service access to reports and options to investigate details and trace figures to source.
• Visualize Financial And Operational Data
  Explore data, identify trends, and support organizational decisions with dashboards and visualizations.
• Trace Reported Figures To Source
  Investigate reported numbers and follow them to source data with audit trails supporting transparency.
• Connect Trusted Data To Microsoft Tools
  Use OneStream data in Microsoft Office and Power BI while retaining user-specific security and financial hierarchies.
• Analyze Fast-Changing Business Data
  Analyze fast-changing data and metadata alongside financial information to support planning and modeling.
• Generate Context-Aware Report Narratives
  Create reports and commentary from natural-language prompts, with narratives grounded in governed data and business logic.

Sustainability Reporting & Planning

OneStream Sustainability Reporting & Planning automates ESG reporting and provides stakeholder insights through detailed metrics, dashboards, drill-downs, and automated footnotes. It connects to ESG data sources to aggregate and calculate data, align ESG and financial information, and support reporting under SASB and EU SFDR/CSRD frameworks.

• Automate ESG Reporting
  Streamline ESG reporting and present stakeholder insights through metrics, dashboards, drill-downs, and footnotes.
• Connect And Calculate ESG Data
  Bring ESG data together from connected sources, aggregate and calculate it, and support reporting on non-financial information.
• Align ESG And Financial Data
  Connect ESG and financial information in reporting to support alignment between the two data types.
• Support ESG Framework Reporting
  Support ESG framework reporting and distribute reporting materials through Microsoft Office formats.

CPM Express

OneStream CPM Express lets organizations begin with a single capability and expand over time.

• Start With One Capability
  Begin with a single capability and add to the solution over time.

Financial Data Quality Management

OneStream Financial Data Quality Management supports financial data integration and transparency. It connects to GL and ERP systems using pre-built connectors, with drill-back capabilities, guided workflows, data validations, and audit trails to provide visibility from reports to source data.

• Connect Financial Data Across Core Systems
  Use pre-built connectors to bring financial data from GL and ERP systems into OneStream.
• Guide Data Quality Checks
  Apply consistent data quality processes and validations throughout integration.
• Trace Reported Figures Back To Source
  Follow reported information to transaction details to support transparency and traceability.

Consulting Services

OneStream Consulting Services help organizations plan and deliver Corporate Performance Management implementations. The professional services team combines business and technical expertise with CPM experience, tailoring project plans and applying a proven methodology to customer goals. Services include project management, design and prototyping, quality assurance, knowledge transfer, and guidance for maintaining and extending the solution.

• Align Project Plans With Business Goals
  Connect implementation decisions to customer goals and immediate and future requirements.
• Apply CPM Implementation Expertise
  Draw on professionals combining CPM experience with business and technical expertise.
• Validate And Prepare The Solution
  Review the application early, test the solution, and prepare administrators and end users.
• Prepare Teams And Clarify Project Progress
  Equip teams to maintain the solution and keep stakeholders informed through defined responsibilities and regular updates.
• Choose Scope And Project Approach
  Select a starting project area and align delivery with an Agile or Waterfall approach.

Global Education Services

OneStream Global Education Services provides learning from onboarding to mastery through expert-led, on-demand, and role-based training, certification, and a learning community. Training is available worldwide through in-person and live virtual sessions. OneStream Certification offers credentials for implementation, administration, architecture, financial close, and reporting, with online proctored exams and learning-based renewal.

• Learn At Your Pace With Expert Guidance
  Study on a flexible schedule or join live sessions for expert guidance, feedback, and hands-on practice.
• Build Skills For Your Role
  Select training suited to responsibilities, current skills, and adoption stage.
• Validate And Maintain OneStream Credentials
  Demonstrate practical OneStream knowledge through role-specific exams and renew credentials through continued learning.
• Manage Learning With Tailored Guidance
  Access courses and track progress in one place, with expert advice on training paths.
• Train Worldwide In Person Or Online
  Access in-person or live virtual training and request private sessions for an organization.
• Connect With Peers And Share Knowledge
  Find resources, discuss questions, collaborate through user groups and events, and share ideas with the OneStream ecosystem.