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OneStream

SaaS

Enterprise performance management platform that unifies financial close, consolidation, planning and reporting with AI features.

onestream.com
OneStream homepage screenshot

About OneStream

OneStream is a commercial enterprise performance management platform for corporate finance. It unifies financial and operational data in a single data model so that finance teams can close their books, plan, forecast and report from the same source. The vendor frames it as an operating system for modern finance, with governed AI agents working on top of that data.

The solution areas on the homepage include financial close and consolidation, covering global consolidations and account reconciliations, and AI-assisted financial planning and analysis with automated forecasting, scenario modeling and driver-based planning. OneStream CPM Express lets organizations start with a single capability and expand later. The vendor also notes that its AI agents are embedded in Microsoft 365.

OneStream targets mid-sized and large organizations with complex consolidation and planning needs. It is a hosted commercial platform sold through demos, and a Finance 2035 research program is featured to support its positioning. Pricing is not shown on the homepage.

Key features

  • Financial close and consolidation
  • Account reconciliation
  • Driver-based planning and forecasting
  • Scenario modeling for FP&A
  • Governed AI agents for finance questions
  • Embedded access inside Microsoft 365

Good fit for

  • →Controllers consolidating results across entities
  • →FP&A teams modeling scenarios
  • →Finance leaders starting with one capability and expanding
Tags
epm
cpm
financial-close
consolidation
fpa
planning
finance-ai

OneStream: questions and answers

What is OneStream used for?
OneStream is an enterprise performance management platform that unifies financial close, consolidation, planning and reporting with AI features. It is a good fit for controllers consolidating results across entities, FP&A teams modeling scenarios, and finance leaders starting with one capability and expanding.
How much does OneStream cost?
OneStream doesn't publish fixed prices; pricing is quoted on request.
Is OneStream open source?
No. OneStream is proprietary (closed-source) software. In the Finance & Accounting category, open-source options include Bitcoin Core, Hyperswitch and Lago.
What are some alternatives to OneStream?
OneStream competes with Anaplan, Planful and Vena.

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