[Home](https://www.selecthub.com/) \> [EPM](https://www.selecthub.com/category/enterprise-performance-management/) \> [EPM Software](https://www.selecthub.com/c/epm-software/) \> OneStream Categories: * [EPM Software](https://www.selecthub.com/c/epm-software/) * [Accounts Payable Software](https://www.selecthub.com/c/accounts-payable-software/) * [Accounts Receivable Software](https://www.selecthub.com/c/accounts-receivable-software/) * [Bookkeeping Software](https://www.selecthub.com/c/bookkeeping-software/) * [CPM Software](https://www.selecthub.com/c/cpm-software/) * [Financial Management Systems](https://www.selecthub.com/c/financial-management-systems/) * [Financial Reporting Software](https://www.selecthub.com/c/financial-reporting-software/) * [FP&A Software](https://www.selecthub.com/c/fp-and-a-software/) * [...](#) ## What Is OneStream? **Industry Specialties:** Aerospace & Defense, Automotive, Banking, Beverage, Chemicals & Coatings, Consumer Packaged Goods, Education, Energy & Utilities, Financial Services, Food & Agriculture, Government, Healthcare, Higher Education, Hospitality, Insurance, Life Sciences, Manu OneStream makes use of single, extensible software to unify corporate performance management processes such as planning, reporting, consolidation and analytics in the cloud or on-premise. It reduces the learning curve and makes data integration simpler by providing one location for all financial needs. A market-leading CPM 2.0 solution, it simplifies and unifies financial consolidation and data quality. Businesses can reduce the total cost of ownership and replace multiple legacy systems by modernizing financial processes. It gives teams the freedom to spend less time on system maintenance and data integration and more time on value-added tasks that drive business performance. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Fonestream%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783) User Sentiment i ![User satisfaction level icon: excellent]() Based on 601 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #5 OneStream is ranked #5 on the top 10 EPM Software leaderboard based on a comprehensive analysis performed by SelectHub research analysts. Compare the leaders with our In-Depth Report. [Get the Report Now ](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=epm-software&product%5Fslug=onestream&page%5Ftype=product&slug=onestream&product%5Fname=OneStream&category=EPM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Fonestream%2F) ## OneStream Pricing Based on our most recent analysis, OneStream pricing starts in the range of $500 - $1,000. [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=EPM+Software&product%5Fname=OneStream&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fepm-software%2Fonestream%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88%2Fresources%2Fnormal%2Flogo.png%3F1693318783&price=4) Price $ $ $ $ $ i Starting From Custom Quote i Pricing Model Quote-Based Free Trial No ## Training Resources OneStream is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for OneStream: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## OneStream Benefits and Insights Why use OneStream? ### Key differentiators & advantages of OneStream * **Easy-to-Use:** OneStream is easy to use and can easily adapt to customer’s unique needs, be it for reporting, analysis, financial planning and consolidation management. * **Simpler Deployment:** Get multiple software deployment options- including cloud, on-premise or hosted. Use the solution’s flexibility to have choices in deploying CPM applications. Change the deployment choice later without having to reimplement the system. * **Better Data Integrations:** Keep the business agile and adaptable by ensuring that all the aspects of your business, whether they are financial, accounting are unified in one platform, keeping the cost under control. * **Customer Service:** Get help and support 24/7 from the world-class customer service portal, which offers real-time support and immediately resolves queries. ### Industry Expertise No matter which industry or business, One stream is the one-stop solution to modernize any finance department and reduce the expense related to multiple applications. ## OneStream Reviews Based on our most recent analysis, OneStream reviews indicate a 'excellent' User Satisfaction Rating of 94% based on 601 user reviews from 3 recognized software review sites. ![User satisfaction level icon: excellent]() 601 reviews 94% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of OneStream reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Unified Platform:** Instead of a patchwork of different tools, OneStream offers a single platform for financial consolidation, reporting, planning, and analysis. This can simplify data management and improve data integrity, as users highlight experiencing fewer errors and inconsistencies. * **Extensible Dimensionality®:** Users appreciate the flexibility of OneStream's Extensible Dimensionality®, which allows them to add custom dimensions to their data models without impacting performance. This is particularly helpful for complex organizations with unique reporting requirements, such as those with multiple business units or product lines. * **Drill-Down Capabilities:** The ability to drill down into data is a key feature for many users, and OneStream excels in this area. Users can easily trace data back to its source, which helps them understand the drivers behind their results and identify potential issues. This granular level of detail is often praised in user reviews. * **Marketplace Solutions:** OneStream's Marketplace offers a variety of pre-built solutions that can be easily integrated into the platform. This can save users time and effort, as they don't have to develop custom solutions from scratch. The Marketplace is frequently mentioned as a valuable resource by users. #### Cons * **Steep Learning Curve:** OneStream's extensive functionality can be overwhelming for new users, often requiring significant training and practice to achieve proficiency. The platform's complexity can lead to a longer implementation time compared to simpler EPM solutions. * **Cost:** OneStream's licensing and implementation costs can be higher than other EPM options, especially for smaller organizations or those with less complex needs. The total cost of ownership should be carefully considered, including software, infrastructure, and ongoing support. * **Customization Challenges:** While OneStream offers extensive customization options, tailoring the platform to specific requirements can be complex and may require specialized skills or external consultants. This can impact the agility and speed of implementation for unique business needs. #### Researcher's Summary: OneStream has garnered significant praise for its ability to unify various financial processes, such as financial close, consolidation, reporting, planning, and analysis, into a single platform. Users appreciate the software's flexibility and scalability, allowing them to adapt it to their specific needs and grow with their organization. The platform's Extensible Dimensionality® feature enables users to incorporate additional dimensions and attributes without impacting performance, providing a level of customization that sets it apart from competitors like Oracle Hyperion and SAP BPC. This is particularly beneficial for complex organizations with diverse reporting requirements. While OneStream offers a robust set of features, some users find the initial learning curve to be steeper compared to other EPM solutions. The software's extensive capabilities and flexibility require a deeper understanding to fully leverage its potential. Additionally, implementing OneStream often necessitates a significant investment in time and resources, particularly for larger organizations with complex financial processes. However, many users believe that the long-term benefits outweigh the initial challenges, citing improved data accuracy, increased efficiency, and better decision-making as key advantages. OneStream appears to be most suitable for mid-sized to large enterprises with complex financial consolidation and reporting needs. Its ability to handle large data volumes, support multiple currencies and entities, and provide granular reporting capabilities makes it an ideal choice for organizations operating in multiple countries or with diverse business units. The platform's unified approach also benefits organizations seeking to break down silos between finance and operations, fostering collaboration and providing a single source of truth for financial data. ## Key Features * **Extensible Dimensionality:** Provide a way to manage metadata at different levels of detail for various solutions. Give the business the power to build platforms for the organization at any level without disrupting the accuracy of the consolidation process. * **XF Marketplace:** Organizations get an opportunity to extend their system’s functionality with a plethora of downloadable and configurable solutions. Add value to the deployment with account reconciliation, task manager, tax provisioning, capital planning. Allow users to search for actions and add them to the platform when needed. Users can add over 30+ apps additionally to the platform. * **Customer Reference Ability:** Provide organizations with a list of contacts who have replaced old software and implemented the solution. * **Financial Closing and Consolidation:** Automate data loading and reconciliation. Identify errors both pre- and post-load data validation, resolve issues quickly and close faster. * **Account Reconciliation:** Get a statistical view of the financial statements, which includes a risk-adjusted datasheet. Acquire a complete audit trail of the reconciliation approvals. Submit account reconciliations without having to wait for the corporation to close the deal. * **Planning, Budgeting and Forecasting:** Seed budgets and forecast future financials with a powerful interactive tool and no technical knowledge. Boost profitability and build future strategic plans by analyzing sales, production, taxes and insurance. * **Reporting and Analytics:** Capitalize on marketing opportunities, minimize risk by gaining key insights into monetary and management reporting. Get all the financial and operational data at one place without having to gather information from fragmented tools and sources. Accelerate reporting and decision-making with self-service reporting and ad hoc analysis tools. * **Transaction Matching:** Accelerate account reconciliations and speed up the financial close by matching transaction data from multiple sources. Use the unified platform to reduce data latency and cost. Improve the accuracy of financial statements. * **Compliance Solutions:** Get global reporting requirement support such as US, GAAP, IFRS and other local standards with a built-in financial intelligence tool. Stay ahead of the new guidelines by capturing required details. Perform accurate calculations and reporting for new requirements. * **Financial Signaling:** Capture, map and load millions of rows of weekly data from various sources such as CRMs and ERPs without third-party involvement. Ensure security and governance with a flexible unified data model for users across the Office of Finance and Line of Business. Get self-service visualizations and use a dashboard to see all sources of data. * **Financial Data Quality:** Directly integrate to any open GL/ERP system with pre-built integration connectors. Ensure the certification process is done correctly with pre and post-loading data validations and confirmations. Get complete visibility from data to source with 100% transparency and audit trails for data, metadata and process change. * **Tax Provision:** Reduce risk and ensure consistency in tax calculation by automating and streamlining tax data collection and validation. Generate footnotes, management reporting, report consolidated and statutory effective tax rates. Minimize reconciliation by automating reporting and exporting data to tax compliance systems. * **People Planning:** Use pre-built global drivers for salary, benefits and payroll taxes for real-time dynamic planning. Build extended planning analysis by empowering managers to plan for new hires and implement changes for compensation, benefit, tax, travel and more. Boost collaboration by sharing insights using built-in reports and visualizations. Ensure critical analysis and well-informed decision-making. * **Sales Planning:** Drive performance by managing territories and setting quotas and sales targets. Create dynamic sales plans by extending financial goals with pre-built drivers based on regional and territory financial targets. Boost collaboration and communication using pre-made reports. * **Capital Planning:** Provide a better-controlled environment by enabling departmental level asset capital planning and accountability. Standardize life assumptions and depreciation calculations by using pre-built global drivers by asset class. Enhance dialogue with partners by sharing insights and collaborating using built-in reports and visualizations. * **Profitability Analysis:** Manage allocation by eliminating spreadsheets and offline processes with a unified solution. Create model plans to determine the impact of pricing, new products and mix changes on customers. Get insights into different dimensions like profitability by products, customers and channels and empower managers to make informed decisions. * **Predictive Analysis:** Minimize reliance on spreadsheets, disparate systems and non-finance resources by automatically generating forecasts from over 10 built-in predictive analysis models. Increase collaboration by sharing insights using reports and visualization tools. Remove bias by creating predictive models for forecast validation. ## Limitations At the time of this review, these are the limitations according to user feedback: * Steep learning curve for understanding the dashboard. * No preset options, entirely customize. * Too many applications on a single platform can be overwhelming. * Excess of application can be expensive. * Difficult to troubleshoot. ## Suite Support The support team is available 24/7 via phone and email. The single-tier support model ensures resolution to every problem, and the remote implementation consultants provide immediate solutions on “how to” questions. The Community Message board provides users with access to general discussions, best practices and shared experiences. They provide extensive training by expert trainers on every aspect of financial planning and accounting. Users can avail training from classroom training, academy. Clients can become certified on the platform through a comprehensive certification program. Brochures, infographics, ebooks, analyst reports, whitepapers, video tutorials and more are available under the resource section. _mail\_outline_Email: Gated customer support. _phone_Phone: +1 (248) 650-1490. _school_Training: Sign up to the Academy to get access to resources. _local\_offer_Tickets: Gated customer support. ## Compare EPM Software These are the top products most often compared. Generating Scorecard... Compare to OneStream You can choose 4 products to compare [ Oracle EPM ](https://www.selecthub.com/p/epm-software/oracle-epm/) [ Anaplan ](https://www.selecthub.com/p/epm-software/anaplan/) [ Adaptive Planning ](https://www.selecthub.com/p/epm-software/adaptive-planning/) [ Prophix ](https://www.selecthub.com/p/epm-software/prophix/) [ Tagetik ](https://www.selecthub.com/p/epm-software/tagetik/) [ Jedox ](https://www.selecthub.com/p/epm-software/jedox/) [ Planful ](https://www.selecthub.com/p/fp-and-a-software/planful/) [ SAP Analytics Cloud ](https://www.selecthub.com/p/business-intelligence-tools/sap-analytics-cloud/) [ Kepion ](https://www.selecthub.com/p/epm-software/kepion/) Generating Scorecard... Compare to OneStream ## Head-to-Head Comparison ![OneStream Software Tool]() vs * [Adaptive Planning](https://www.selecthub.com/epm-software/onestream-vs-adaptive-planning/) * [Anaplan](https://www.selecthub.com/epm-software/anaplan-vs-onestream/) * [Essbase](https://www.selecthub.com/epm-software/onestream-vs-essbase/) * [IBM Planning Analytics](https://www.selecthub.com/epm-software/onestream-vs-ibm-planning-analytics/) * [Jedox](https://www.selecthub.com/epm-software/onestream-vs-jedox/) * [Jirav](https://www.selecthub.com/epm-software/onestream-vs-jirav/) * [Oracle EPM](https://www.selecthub.com/epm-software/onestream-vs-oracle-epm/) * [Prophix](https://www.selecthub.com/epm-software/onestream-vs-prophix/) * [Quantrix](https://www.selecthub.com/epm-software/onestream-vs-quantrix/) * [SAP Profitability and Performance Management](https://www.selecthub.com/epm-software/onestream-vs-sap-papm/) * [Tagetik](https://www.selecthub.com/epm-software/onestream-vs-tagetik/) ## Awards OneStream stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() ## Similar Products Here are the most similar products to OneStream. [ IBM Planning Analytics ](https://www.selecthub.com/p/epm-software/ibm-planning-analytics/) [ Adaptive Insights ](https://www.selecthub.com/p/epm-software/adaptive-insights/) [ idu-Concept ](https://www.selecthub.com/p/epm-software/idu-concept/) [ Rocket CorVu ](https://www.selecthub.com/p/epm-software/rocket-corvu/) [ Infor dEPM ](https://www.selecthub.com/p/epm-software/infor-depm/) [ StratPlan ](https://www.selecthub.com/p/epm-software/stratplan/) [ Kepion ](https://www.selecthub.com/p/epm-software/kepion/) [ Tagetik ](https://www.selecthub.com/p/epm-software/tagetik/) [ Quantrix ](https://www.selecthub.com/p/epm-software/quantrix/) [ SAP Profitability and Performance Management ](https://www.selecthub.com/p/epm-software/sap-papm/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [Choose your main industry ](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [Choose your company size ](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "EPM", "item": "https://www.selecthub.com/category/enterprise-performance-management/" }, { "@type": "ListItem", "position": 3, "name": "EPM Software", "item": "https://www.selecthub.com/c/epm-software/" }, { "@type": "ListItem", "position": 4, "name": "OneStream" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "OneStream", "description": "OneStream makes use of single, extensible software to unify corporate performance management processes such as planning, reporting, consolidation and analytics in the cloud or on-premise. It reduces the learning curve and makes data integration simpler by providing one location for all financial needs. A market-leading CPM 2.0 solution, it simplifies and unifies financial consolidation and data quality. Businesses can reduce the total cost of ownership and replace multiple legacy systems by modernizing financial processes. It gives teams the freedom to spend less time on system maintenance and data integration and more time on value-added tasks that drive business performance.", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 91, "bestRating": 100 }, "author": { "@type": "Person", "name": "Khaleel Hayes", "reviewBody": "OneStream has garnered significant praise for its ability to unify various financial processes, such as financial close, consolidation, reporting, planning, and analysis, into a single platform. Users appreciate the software's flexibility and scalability, allowing them to adapt it to their specific needs and grow with their organization. The platform's Extensible Dimensionality® feature enables users to incorporate additional dimensions and attributes without impacting performance, providing a level of customization that sets it apart from competitors like Oracle Hyperion and SAP BPC. This is particularly beneficial for complex organizations with diverse reporting requirements. While OneStream offers a robust set of features, some users find the initial learning curve to be steeper compared to other EPM solutions. The software's extensive capabilities and flexibility require a deeper understanding to fully leverage its potential. Additionally, implementing OneStream often necessitates a significant investment in time and resources, particularly for larger organizations with complex financial processes. However, many users believe that the long-term benefits outweigh the initial challenges, citing improved data accuracy, increased efficiency, and better decision-making as key advantages. OneStream appears to be most suitable for mid-sized to large enterprises with complex financial consolidation and reporting needs. Its ability to handle large data volumes, support multiple currencies and entities, and provide granular reporting capabilities makes it an ideal choice for organizations operating in multiple countries or with diverse business units. The platform's unified approach also benefits organizations seeking to break down silos between finance and operations, fostering collaboration and providing a single source of truth for financial data." } }, "image": "https://cdn.selecthub.com/products/0ae0bdb82228b0a7815175d8b8cd4b80-7a97839204abd161707e179f35bc5d88/resources/normal/logo.png?1693318783", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "94", "bestRating": "100", "worstRating": "1", "ratingCount": "601" }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Unified Platform: Instead of a patchwork of different tools, OneStream offers a single platform for financial consolidation, reporting, planning, and analysis. This can simplify data management and improve data integrity, as users highlight experiencing fewer errors and inconsistencies." }, { "@type": "ListItem", "position": 2, "name": "Extensible Dimensionality®: Users appreciate the flexibility of OneStream's Extensible Dimensionality®, which allows them to add custom dimensions to their data models without impacting performance. This is particularly helpful for complex organizations with unique reporting requirements, such as those with multiple business units or product lines." }, { "@type": "ListItem", "position": 3, "name": "Drill-Down Capabilities: The ability to drill down into data is a key feature for many users, and OneStream excels in this area. Users can easily trace data back to its source, which helps them understand the drivers behind their results and identify potential issues. 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