Organize Workflows Inside and Outside of OneStream™ XF
Eliminate spreadsheets, manual steps or legacy applications that hinder effective financial close, reporting, planning and other processes.
Organize and manage workflow processes across functions and streamline critical processes.
Eliminate spreadsheets, manual steps or legacy applications that hinder effective financial close, reporting, planning and other processes.
OneStream's Financial Task Management solution can be applied to any workflow – financial close, disclosures, budgeting, planning, forecasting and others.
Messaging and notifications alert team members to upcoming deadlines, and enables users to provide commentary on task status.
Provides managers with real-time visibility into the status of key processes with the ability to take action on bottlenecks.
Integrated messaging alerts team members to upcoming deadlines, and alerts managers to overdue tasks.
Role and task security drive accountability and ensure segregation of duties.
The Disclosure Management features in OneStream Task Manager enable multiple users to collaborate on shared documents such as board books and regulatory filings. Through integration with Microsoft Office products, users can work in an environment that’s familiar and productive.