OneStream Solutions for Finance/Accounting:

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Financial Close and Consolidation - replace spreadsheets and standalone financial consolidation software with a modern and unified platform.

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• Benefits: streamlined financial close and consolidation; increase data confidence in financial results; enhance financial insights

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Reporting & Analytics - to deliver the right information, in the right format, at the right time. Eliminate data and decision-making silos.

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• Benefits: run & deliver reporting at speed; simplify maintenance; reports to drive performance

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Account Reconciliations - Overcome complexity using unified CPM software platform.

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• Benefits: reduce risk of adjustments on financial statements; improve internal control including audit trail; accelerate financial close

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Transactions Matching - match transactional data from multiple sources and quickly resolve differences to accelerate account reconciliations and close the process.

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• Benefits: speed up transaction matching and account reconciliations; improve the accuracy of financial statements to avoid write off and explain differences; enhance visibility and audit trails

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Financial Signalling - break the month-end cycle by transforming daily and weekly operational signals from multiple data sources into actional insights to drive performance.

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• Benefits: comprehensive data capture, mapping and loading from source systems; OneStream's security and control governance; consumable reporting such as dashboards and data visualization.

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Tax Provision - eliminate spreadsheets and disconnected solutions, automate and streamline tax provision and reporting.

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• Benefits: automate and streamline tax data collection for tax planning; tax report transparency with drilldown; increase efficiency

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ESG Reporting and Planning - Conquer complexity in ESG Reporting & Planning processes by managing them through a unified Intelligent Finance platform supporting multiple CPM processes. Deliver rapid insights to internal and external stakeholders. Replace Excel spreadsheets and standalone reporting & planning software with a modern, unified platform.

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• Benefits: streamline data collection & reporting from required frameworks; create and config ESG reporting; workflows creation for consistency and best practice; forecast ESG KPIs and KRIs, ESG management

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OneStream Solutions for FP&A:

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Planning, Budgeting & Forecasting - align xP&A across Sales, Marketing, Supply Chain and FP&A with flexibility and control.

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• Benefits: improve agility; predict with confidence; accelerate planning for rolling forecasts.

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People Planning - model and develop workforce plans using drivers and dynamic calculations to projects on hiring and benefits/compensation etc..

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• Benefits: empower and manage recruitment/remuneration package; model of people planning; increase collaboration and support decision making

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Capital Planning - streamline the planning of capital assets and replated to depreciation, maintenance and insurance.

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• Benefits: empower and manage capital asset planning; create a plan model with built in assumptions and depreciation calculations; increase collaboration and support decision making.

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Sales Planning - align customers, products, pricing and sales targets with financial plans in a unified data model and user experience.

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• Benefits: manage territories; set sales and target; plan model with pre-built in drivers of sales target and territories; increase collaboration and visibility; 

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Profitable Analysis - analyze revenue, costs, margins, customers, chanels etc..

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• Benefits: manage allocations; model of planning for determine the impact of pricing, new products and mix changes on customer and line of business profitability; analyze profitability results

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Sensible Machine Learning - gain insights and forecast more accurately with the power of machine learning.

 

• Benefits: unleash the power of AI across enterprise planning processes by accelerating time to value for ML forecasting at a fraction of the cost of traditional methods; empower enterprise planning processes with scalable AI purpose-built for Finance, Operations and Data Science teams to build, deploy and consume time-series models inside of OneStream; evolve enterprise planning processes by making ML forecasting easy for FP&A and operational analysts. Break down the traditional barriers of embracing AI/ML and enrich organizational collaboration.​

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• xP&A - as an evolution of financial planning and analysis (FP&A) that aligns operational planning with an enterprise’s financial performance

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• Target Traditional FP&A: Annual Planning/Quarterly Forecasting; High-Level Financial Plan; Data Siloes & Disparate Systems; Top-Down/Bottom-Up; Dependent on Expertise of Planners

• Target New xP&A: Continuous, Real-Time Planning & Forecasting; Granular Operational Models & Solutions;  Unified Platform for Planning; Driver-Based Simulations, Scenario Planning; Augmented with Predictive Forecasting & AI/ML

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• Other automation capabilities - please reach out to us to discuss

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Corporate Performance Management Software | OneStream Softwa