OneStream

4.8 (78)
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Corporate performance management solution for enterprises

Overall rating

4.8 /5
(78)
Value for Money
4.6/5
Features
4.7/5
Ease of Use
4.6/5
Customer Support
4.7/5

97%
recommended this app
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78 Reviews

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

OneStream from an Implementer's Perspective

Reviewed on 2022/09/16

I have worked with other EPM systems and would choose OneStream every time. The possibilities of...

I have worked with other EPM systems and would choose OneStream every time. The possibilities of what you can do within the platform is quite literally endless. The MarketPlace Solutions allow customers to get as much value out of the tool as they want to. Every single customer that I have implemented for has ended up happy with the software and end up with a solid ROI - especially due to the lower amount of client side manpower needed to maintain the system.

Pros

OneStream has been able to handle any client requirement that I've been presented with. The flexibility and 'art of the possible' with OneStream is unparalleled in the EPM space.

Cons

The excel add-in gets the job done for sure, but is not the most user friendly tool. This is typically the hardest piece to train users on and have the most complaints from.

Kishore Kumar
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

OneStream application review

Reviewed on 2023/03/14

All the functions are really a new experience and to the trend to market this is the best tool with...

All the functions are really a new experience and to the trend to market this is the best tool with lots of information deep inside available for One Stream admin and users.

Pros

Forms, cube views, origin, fx rates, dashboard.

Cons

Not so user friendly or to keep in mind simple process options to proceed.

Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Weekly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

So far so good in terms of the financial reporting

Reviewed on 2023/06/15

The overall experience with this software has been good. One of the standout qualities is its ease...

The overall experience with this software has been good. One of the standout qualities is its ease of use, making it accessible to users with varying levels of technical expertise. The intuitive interface and well-designed navigation make it easy to navigate through the different functionalities and perform tasks efficiently.

Pros

It has a lot of diff features, and quite easy to use them. there will be learning curve, but it is not difficult

Cons

so far so good, nothing much that i didn't like

Michael
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

OneStream Platform Review

Reviewed on 2021/08/30

Pros

The platform approach for a unified financial service offering.

Cons

It is a relatively new offering on the market (about 10 years old) and best practices are still being developed. Managing change across an organization to make the switch can be an obstacle for some organizations, accepting change.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Powerful, flexible and

Reviewed on 2021/01/16

Pros

You can incorporate all your Financial Close and FP&A activities in a single unified platform using OneStream. As you integrate different processes within the application you extend and reuse than starting again for each implementation. Customer service and support is incredible, upgrades can be performed within hours and the OneStream Marketplace contains over 50 genuine value-add solutions including Account Reconciliations and Speciality Planning tool. Combine all that and you have the most comprehensive CPM tool on the market.

Cons

OneStream is an extensive platform and organisations that implement it need to take the time to understand what the product represents and invest in the right people to administer and maintain it.

Alternatives Considered

SAP Business Planning and Consolidation

Switched From

Microsoft Excel
Dieuwke
Overall rating
  • Industry: Aviation & Aerospace
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Review from a satisfied Onestream user!

Reviewed on 2022/10/25

Very good!

Very good!

Pros

The easyness to use and to create and implement. Changes can easily be done.

Cons

The capacity. With many users using the system at the same time (moment in the close) the system can act slow.

Luvo Luke
Overall rating
  • Industry: Accounting
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

An excellent software!

Reviewed on 2022/09/02

OneStream simplifies many business and accounting tasks saving a lot of money.

OneStream simplifies many business and accounting tasks saving a lot of money.

Pros

I loved its Asset Planning and Balance Sheets components.

Cons

There’s no free trial for new users to test drive the product.

Jacqueline
Overall rating
  • Industry: Mining & Metals
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Began as a user, now I'm an implementer.

Reviewed on 2020/07/06

At Prince we implemented quite a few OneStream solutions. The great thing about this product is...

At Prince we implemented quite a few OneStream solutions. The great thing about this product is that it is all on one Platform. You don't have to purchase multiple software licenses because this software does it all. I loved working with the software so much that I left my position at Prince to pursue a career in OneStream software implementation. I went to my first OneStream conference and definitely drank the Kool-Aid. Everything about this company and product made me want to get more and more involved. I love how OneStream is constantly working on improvements the better meet their customers' needs.

Pros

This software completely revolutionized the Consolidation and Financial Reporting process. When I first started working at Prince, they were finishing up the OneStream implementation. The timing couldn't have been better for me. When I reviewed the prior months excel workbook used for consolidations and currency translations, it was such a nightmare. I had to open up to 10 workbooks just for the values to show up. Each of those workbooks took what felt like forever to open and would often freeze up my entire computer.

Cons

There were times that we would provide data to various members of the organization. Often times they would want to pivot on the detail provided. It would have been great if the row dimension type would show up on the same row as the column headers to make for easier pivoting and filtering. Other than that, this software was a God Send.

Verified Reviewer
Overall rating
  • Industry: Oil & Energy
  • Company size: 10,000+ Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Consolidated reporting easier than ever before

Reviewed on 2021/02/17

It made our consolidated financial reporting easier and faster than ever before. I highly recommend...

It made our consolidated financial reporting easier and faster than ever before. I highly recommend introducing it in your companies.

Pros

In our company we have a lot of legal entities for which we need to consolidate financial statements. This year OneStream was introduced in our firm for the consolidated reporting and it made our life easier than ever before. It allowed us to finish reporting within one day. Previously it used to take us about a week.

Cons

The software is not the most intuitive in the world. However, after while you should be able to learn how to use it. There are some thing that you need to choose every time you open the software, It's not always possible to save previously defined view.

Verified Reviewer
Overall rating
  • Industry: Computer & Network Security
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

All in one tool for business financial management and focus.

Reviewed on 2022/05/08

Pros

Onestream is a really powerful business account software. It can do from budgeting to focusing for strategic management.

Cons

Very high learning curve for normal user.

Rob
Overall rating
  • Industry: Automotive
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A complete software suite to help drive your organization!

Reviewed on 2019/06/05

As a user for just under two years, the overall experience I've had with the software and the team...

As a user for just under two years, the overall experience I've had with the software and the team has been exceptional. And this extends to the user community as well -- it was amazing the number of times I heard "welcome to the family!" during the user-conference, but I definitely felt that way! While focused primarily on consolidations and part profitability, we have big plans to further expand OneStream to allow stronger analytics in guiding us towards future growth and profitability.

Pros

The software is very intuitive and easy-to-use, but the ability to expand into different organizational "needs" is facilitated by a company that is willing to listen to the needs of their customers, and respond quickly to put those needs into production! From basic consolidations, tracking of capital expenditures & headcount, and strategic planning modules (among many others!), OneStream XF gives users the ability to address their immediate needs while giving them capabilities for future expansion.

Cons

As more of an "end user" on the financial side (not I.T.), the only issue I faced was the speed of consolidating data. But note that this is based on a previous version of the software, with the newest release (based on the Splash! user-conference in May 2019) having addressed some of this issue. Another example of the company's willingness to listen and respond!

Dean
Overall rating
  • Industry: Higher Education
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fantastic Consolidation Tool With Plenty More To Offer

Reviewed on 2020/05/13

Onestream has undoubtedly exceeded our expectations following initial implementation to manage our...

Onestream has undoubtedly exceeded our expectations following initial implementation to manage our complex financial consolidation for statutory accounting and regulatory reporting. The breath of capability and scope of future use is causing real excitement across the wider finance function, and Onestream's flexibility is going to be a real asset to the organisation moving forward.

Pros

Onestream's flexibility in terms of metadata structures as well as data integrity controls via for example their unique flow dimension are fantastic. In addition the ability to seamlessly integrate with underlying data sources and systems is invaluable for us as a decentralised organisation with many different systems and processes used by our subsidiaries.

Cons

During and indeed following implementation its been very difficult to find any fault with the Onestream software and its integration to our business processes. Some functionality is very specific to the software and requires training, but the extensive Onestream Academy (free of charge) and the paid for formal courses have alleviated any issues in this regard. In addition the support provided to us during the implementation by Onestream themselves has been fantastic.

Khirod
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

All on One SaaS platform for CPM/EPM Unified and integrated modeling

Reviewed on 2021/10/08

Pros

Flexibility
Agility and Customer Support
Dashboarding and Reporting
Analytic Blend
Business Rule and power of API integration
Data Integration and Transformation
Out of the box Market place solutions like ACM, ARM, Task Scheduler , Security Audit etc

Cons

Extensible Dimensionality
Metadata Management and Utility to Automation of Metadata Build

Alternatives Considered

Anaplan
Jamie
Overall rating
  • Industry: Automotive
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent multi-currency financial consolidation software

Reviewed on 2016/08/01

We were looking to replace a legacy system that was no longer going to be supported by its giant...

We were looking to replace a legacy system that was no longer going to be supported by its giant software company owner. Based on the experience we had we that company, we knew we did not want to use another of their packages. We chose OneStream based on functionality, product demonstration, price, references and pedigree of its developers.

Pros

It does so much. Every time I think I can't do something in OneStream, the consultants figure out how to get it done. It does more than I can possibly conceive.
I do not spend a lot of time and money maintaining OneStream. The software upgrades are very fast (about a half an hour) and usually do not require any consultant time.
I also like that if I do have a problem or a question, I can submit a support ticket and receive a quick response. Their customer service is far superior to what I'm used to with the giant software company that I dealt with before.

Cons

Because it's different from any software I've ever used, it took some getting used to. Definitely not an issue now.

Carmen
Overall rating
  • Industry: Automotive
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

OneStream is by far the top CPM tool out there

Reviewed on 2022/06/02

Pros

It's vast capabilities of reporting, ease of use, BI Blend, Dashboarding and excel.

Cons

There is so much we can do it's difficult what to select first.

Diane
Overall rating
  • Industry: Oil & Energy
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

OneStream is second to none

Reviewed on 2019/06/05

Pros

Going into my Administrator role, I did not have a background in IT or systems administration but rather experience in Finance and Accounting. OneStream is designed with not only the end user in mind but the Administrator. There isn't a heavy reliance on SQL/VB.Net unless there are significant changes or requests from the business. The reference guide and Knowledge Based articles are also very helpful in teaching me about the system. The customer support is second to none in that they reply within an hour and are helpful in resolving issues and/or answering questions.

Cons

I would say a simplification in managing security would be helpful. In addition, there should be a way to implement security to prevent system administrators from seeing sensitive information in People Planning.

Nicolas
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

OneStream pros and cons

Reviewed on 2021/01/12

Pros

Tea or Coffee? Well... i want both...
It is the same for OneStream. You always have the choice to implement a solution the way YOU want. It starts with asking you if you prefer being on premises or in the cloud. You have the choice!

Cons

One of its strongest point can be also a weak one : Anything can be done with OneStream but that means that a lot of configuration needs to be done in some cases!

Paul
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Strong and Encompassing

Reviewed on 2022/12/20

The support and guidance given by OneStream project team and their associated resellers is immense....

The support and guidance given by OneStream project team and their associated resellers is immense. what is a complex integration and implementation project is made easier by their support and the shear volume of KB articles and community.

Pros

Once you get your head around the multiple facets to this system, you'll wonder how you lived without it. Its exactly what you need from a financial consolidation and reporting system.

Cons

the amount of work you need to put it to learn and understand the system is immense, but you'll only get out what you put in.

Rob
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Share the data model

Reviewed on 2020/09/15

Pros

Sharing dimensions like accounts, entities and management details across multiple purposes empowers the flexibility and “one version of the truth”

Cons

The admin side can use major improvements

Jeffrey
Overall rating
  • Industry: Insurance
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Confie Uses OneStream

Reviewed on 2016/08/01

We implemented this software from start to finish in 6 months. Within 30 days of implementing the...

We implemented this software from start to finish in 6 months. Within 30 days of implementing the company acquired additional companies requiring a restatement of historical results. These companies were integrated within a month. The software is flexible enough that we are able to report based on the latest whims of management. Since implementation, we have redesigned the software more than once due to changes internally, and have accomplished those redesigns quickly.

Pros

Easy to use, great support

Cons

Not much

Scott
Overall rating
  • Industry: Accounting
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Incredible customer service

Reviewed on 2020/08/21

Pros

Integrated financial model allowing for easier system maintenance and one source of truth for data.

Cons

Troubleshooting Azure service interuptions

Alyssa
Overall rating
  • Industry: Sporting Goods
  • Company size: 1,001–5,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Relatively new user, getting to know OneStream

Reviewed on 2019/06/05

Pros

The software is easy to use and is basically capable of anything you need it to be. The Customer support is very responsive to requests for help, as well as ideas for functionality.

Cons

Since I came in after my company implemented, I feel a little behind on the curve on the admin design side (creating cube views, dashboards, etc), so those are a little overwhelming and complex to me, but I feel with training materials available and some practice, it will come easier.

Susan
Overall rating
  • Industry: Oil & Energy
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Great asset to our company

Reviewed on 2019/06/05

As a user, it has been extremely positive all the way around.

As a user, it has been extremely positive all the way around.

Pros

Ease of use. Single platform. Best user acceptance of any software product we have implemented.

Cons

I miss Smartview , but perhaps I just need to get more familiar with the OS excel tool

Christy
Overall rating
  • Industry: Financial Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Capital one review

Reviewed on 2019/06/05

We love Our OS consultants and customer support!

We love Our OS consultants and customer support!

Pros

Marketplace and extensible dimensionality

Cons

Building dashboards, trying to clear data

Dustin
Overall rating
  • Industry: Automotive
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

XF 5.0

Reviewed on 2019/06/05

Pros

What I like most is the ability to use XF 5.0 as a complete business intelligence and dashboarding software, in addition to the great functionality it has for consolidations and reporting

Cons

What I like least is that it takes a little time to learn how to use effectively, and even after you learn how to use it, it really depends on your ERP/data capabilities that determine to what extent you can fully utilize OneStream