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Manage Risk and Maximize Profitability for Financial Services Organizations

Align the financial close & reporting processes with detailed operational planning, portfolio management, and customer profitability.

Break Down Data Silos to Improve Decision Making and Ensure Compliance

Eliminate the risks, costs and complexity of managing fragmented CPM applications.

Key Features

Financial Close, Consolidation and Reporting

Automate the financial close; reduce time waiting for data loads and refreshing of reports throughout the month. Access accurate and secure financial and operational information from any data source.

  • Increase productivity with Close Manager and Task Manager to provide a holistic view of close processes
  • Improve insight into the real FX impact of currency on every balance sheet account, track detail movements and changes for complete cash flow reporting
  • Eliminate manual or standalone reconciliation solutions with the Account Reconciliations solution available in the OneStream XF MarketPlace
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Budgeting, Planning and Forecasting

Modernize long-range planning, capital management, people planning and cash-flow forecasting. Create various scenario plans with rolling forecasts and driver based, predictive plans.

  • Build detailed, integrated business plans for key stakeholders without compromise; align with consolidated financial goals
  • Improve user adoption and data entry by leveraging dynamic web forms or the comfort of Excel to instantly create or update the plan or forecasts
  • Expand forecasts and the business dialogue with built-in predictive analytics from the XF MarketPlace. Find new ways to ask “why”
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Customer and Product Profitability

Automated allocations and transparency provide visibility into the profitability of key products, expense categories and portfolio companies.

  • Visualize the impact of planning decisions on profitability and margins with “What-if” driver-based planning
  • Maintains one "governed" source of truth for data extending access to line of business managers and executives with confidence
  • Combine financial, operational and transactional data in a single dashboard for comprehensive visualization and analysis
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Financial Data Quality

Increase confidence in financial and operating results with powerful data integration, validations, certifications and audit trails.

  • Deliver direct integration with available drill back built for any open ERP including Oracle, PeopleSoft, JDE, SAP, Infor, Microsoft AX/Dynamics and more
  • Provide 100% transparency and audit trails for data, metadata and process change visibility from report to source
  • Drill down, drill back and drill through to transactional details, including journal entries
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Cloud or On-Premise Deployment Options

Deploy CPM solutions your way with flexible deployment options ranging from on-premise, to hosted and cloud, powered by Microsoft Azure.

  • Move to the cloud at your own pace. Start on-premise, then move to the cloud when ready - in just a few hours
  • Increase or decrease resources on-demand with Microsoft Azure to provide a secure, reliable and scalable environment for your most trusted financial data
  • Take advantage of full managed cloud services as a supplement to your IT staff, we take on the care and feeding of the application environment
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100% Customer Success

Now that we’re live, I can truly attest to and appreciate the value we’re getting from a single, integrated CPM platform. We have dramatically simplified our technical landscape while improving our reporting and analysis capabilities through the use of extensibility, self-service workflow-based reporting, etc. Ryan Wild | VP, Global Technology & Solutions | The Carlyle Group

The Carlyle Group Success Story

The Carlyle team projected that an investment in OneStream would yield the strongest ROI (36% over 5yrs) when compared to an all-Oracle investment. Read the Case Study
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