OneStream
Take Finance Further™: The Operating System for Modern Finance.
Executive Summary
OneStream is an enterprise platform that unifies financial and operational data for financial close, consolidation, planning, and reporting. It is designed for global enterprises with complex multi-entity structures, empowering CFOs and finance teams to drive strategic decision-making. The platform differentiates itself through its unified data model, extensibility, and embedded AI capabilities, including generative AI, to boost productivity and accuracy.
Use Cases
- Financial Close & Consolidation for multi-entity global enterprises
- Budgeting, Planning & Forecasting with AI-driven accuracy
- Management & Statutory Reporting across various dimensions
- Account Reconciliations and anomaly detection
- Workforce Planning and People Planning
- Operational Metrics Tracking (e.g., sales, cloud spend, IT performance)
Features
Visibility
- Executive Dashboards: Customizable dashboards providing real-time insights and performance metrics for strategic decision-making.
- Guided Reporting: A centralized framework for dynamically generating and accessing reports, simplifying navigation and ensuring consistent reporting across the organization.
- Drill-through & Drill-back: Ability to drill through to granular details and drill back to source data for complete transparency and auditability.
- Agile Financial Analytics: Tools for flexible and dynamic analysis of financial and operational data, enabling quick adaptation to changing business requirements.
- Scenario Modeling: Capabilities to create and compare multiple financial scenarios, including 'what-if' analysis, to assess potential outcomes and risks.
Intelligence
- SensibleAI Forecast: Purpose-built ML forecasting that automatically selects the best-fit model, integrates external drivers, and provides generative AI commentary.
- SensibleAI Studio: An enterprise AI toolkit offering over 30 plug-and-play routines, including regression, anomaly detection, and natural language-to-SQL, for embedding AI into planning.
- SensibleAI Agents: Generative AI assistants for finance that respond to natural language questions, synthesize cross-system data, and provide guided insights.
- AI-Powered Anomaly Detection: Scans transactions to detect unusual patterns or outliers, helping to identify and correct issues early in the financial close process.
- Intelligent Funding Routine: Core model ensuring perfect cash flow and balance sheet balancing, with configurable funding hierarchies and automated surplus/deficit management.
Support
- Single-Tier Support Model: Direct access to a customer support engineer who handles issues from response to resolution, avoiding multi-tier escalations.
- OneStream Community: An online platform for collaboration, general discussions, shared experiences, and best practices among users and professionals.
- Knowledgebase & Documentation: Comprehensive, searchable knowledge base with FAQs, 'how-to' guides, detailed product documentation, and release notes.
- Remote Implementation Consultants: Team of experts available to assist with implementation questions, guidance, and mini-projects to meet tight deadlines.
Technical Specifications
- Architecture
- Cloud-based, unified, extensible platform with a multi-tier architecture.
- Deployment
- Hybrid
- Authentication
- SSO, SAML 2.0, MFA, OAuth 2.0 (implied by enterprise standards and identity server)
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Azure
AI/ML Stack
- NLP
- Machine Learning
- Generative AI
- LLM
Integrations
- SAP
- Oracle
- Microsoft Dynamics
- NetSuite
- Workday
Security & Compliance
Certifications: SOC 1 Type II, SOC 2 Type II, ISO 27001, FedRAMP HIGH, DoD DOSA IL4
Encryption: AES-256 at rest, TLS 1.2+ (HTTPS) in transit. Supports Bring Your Own Key (BYOK) and PGP encryption.
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise (global enterprises $300M-$10B+ revenue)
- Contract Type
- Annual, Multi-year discounts available (implied by enterprise software)
- Free Trial
- No (credit card required)
About OneStream
OneStream Software is an independent software company that develops a unified Corporate Performance Management (CPM) platform, offering solutions for financial consolidation, reporting, budgeting, and forecasting. Founded in 2010, the company serves over 1,400 clients globally, including major corporations like Toyota Motor, UPS, News Corp, and General Dynamics. In 2019, private equity firm KKR acquired a majority stake in OneStream, valuing the company at over $1 billion at that time. The company went public in July 2024, listing its shares on Nasdaq under the ticker symbol 'OS'.