OneStream
by OneStream Software · Financial Close & Consolidation
Unified CPM platform for financial close, consolidation, planning and reporting.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
SAPSAP S/4HANA
Oracle
NetSuite
Microsoft Dynamics 365 Finance
Workday- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2012
- Headquarters
- Birmingham, Michigan, United States
Overview
OneStream is a corporate performance management (CPM) platform built by OneStream Software, founded in 2012 and headquartered in Birmingham, Michigan. The company went public on the Nasdaq (ticker: OS) in July 2024. OneStream reports serving more than 1,900 customers, including roughly 21% of the Fortune 500, across around 45 countries.
The platform unifies financial close and consolidation, tax provision, financial planning and analysis (FP&A), and reporting on a single extensible data model rather than as separate connected products. Close and consolidation functionality covers global consolidations, intercompany eliminations, currency translation and AI-assisted account reconciliation; FP&A covers top-down, bottom-up, driver-based and zero-based budgeting plus rolling forecasts and scenario modeling; and a dedicated tax provision module automates effective-tax-rate reporting and disclosure workflows alongside the corporate close. A no-code, plug-and-play architecture called Genesis lets customers extend the same platform into adjacent domains, such as workforce, sales, capital or ESG planning, using prebuilt solution blocks rather than custom development.
Data connects into OneStream through prebuilt Integration Connectors: the vendor documents direct-connect integration with more than 250 ERP, HCM and CRM systems, including SAP (S/4HANA and ECC), Oracle, NetSuite, Microsoft Dynamics and Workday, using built-in RPA-based loading with drill-back to source transactions. OneStream is delivered as a single-tenant managed cloud service hosted on Microsoft Azure, and also offers a packaged CPM Express edition aimed at mid-market companies (roughly $200M-$1B in revenue) with a fixed-scope, 8-12 week implementation.
Screenshots & demo
Screenshots sourced from OneStream Software.
Features & capabilities
Financial Close & Consolidation
Core close, consolidation and reconciliation processes.
- Global consolidations with US GAAP and IFRS support
- Intercompany eliminations
- Currency translation and cash flow tools
- AI-powered account reconciliation with anomaly detection
- Close task and workflow management with certifications
- Journal entry manager across multiple ERPs
- Transaction matching
- Always-on, no-off-switch audit trail
Financial Planning & Analysis
Budgeting, forecasting and scenario modeling on the same data model as actuals.
- Top-down, bottom-up, driver-based and zero-based budgeting
- Rolling forecasts
- Scenario and what-if modeling
- Continuous, collaborative planning workflows
- Extensible into workforce, sales and capital planning domains
- SensibleAI Forecast for automated forecast generation
Tax Provision
Tax reporting integrated with the corporate close process.
- Trial balance loading aligned to financial reporting
- Consolidated and statutory effective tax rate (ETR) reporting
- Footnote and disclosure generation
- Return-to-provision true-up
- Deferred tax roll-forward tracking
- Tax account reconciliation
- Data import/export to tax compliance systems
Data Integration & Quality
Connectivity layer to ERP, HCM and CRM source systems.
- Prebuilt Integration Connectors to 250+ ERP, HCM and CRM systems
- Direct-connect integration with SAP, Oracle, NetSuite, Microsoft Dynamics and Workday
- Built-in Robotic Process Automation (RPA) for data loads
- Drill-back and drill-through to source-system transactions
- Workflow-guided data validation
- Full audit trail from source to report
Reporting & Analytics
Self-service reporting and analysis across financial and operational data.
- Guided reporting for business-user consumption
- Built-in dashboards and advanced charting with drill-down
- Native Microsoft Excel, PowerPoint and Word integration
- Microsoft Power BI integration
- Ad hoc analysis via pivot grids
- Multi-device access
AI (SensibleAI)
Embedded AI/ML tools spanning forecasting, anomaly detection and agents.
- SensibleAI Forecast for automated cash/forecast cycle reduction
- SensibleAI Studio for anomaly detection and natural-language queries
- SensibleAI Agents for autonomous data extraction and visualization
- AI-assisted account reconciliation anomaly flagging
Common use cases
- Consolidating financials across many legal entities and currencies for a multinational close
- Running AI-assisted account reconciliations to shorten close cycles and flag anomalies before audit
- Building driver-based, top-down and bottom-up budgets and rolling forecasts on the same data model as actuals
- Automating effective-tax-rate reporting and disclosures alongside the corporate close
- Connecting SAP, Oracle or NetSuite trial balances directly into consolidation with drill-back to source transactions
- Extending planning into workforce, sales or capital domains without standing up separate point solutions
- Replacing a legacy or sunset CPM tool (e.g. Hyperion, Cognos TM1) with a single unified platform
Strengths & considerations
Strengths
- Single extensible platform (close, consolidation, planning, reporting and tax) built on one unified data model rather than bolted-together modules
- Genesis no-code architecture lets customers assemble new financial or operational models from prebuilt solution blocks without custom coding
- Broad native connectivity: 250+ prebuilt GL/ERP/HCM/CRM connectors with RPA-based direct connect and drill-back to source transactions
- Packaged CPM Express edition brings the platform to mid-market companies ($200M-$1B revenue) on a fixed-scope, 8-12 week deployment
- Publicly traded (NASDAQ: OS) since July 2024 with disclosed financials and an enterprise-scale customer base
ERP integrations
Covers SAP S/4HANA and SAP ECC with drill-back to source transactions
Documented for Dynamics AX and Dynamics 365 Finance & Operations; some D365 Finance & Operations scenarios require custom API endpoint work
Primarily used to feed workforce/HCM data into planning, with drill-back support
Pricing
Not publicly published. Enterprise subscription licensing priced by modules selected, number of entities/users and data volume, plus separate implementation services. The packaged CPM Express edition targets mid-market companies (roughly $200M-$1B revenue) with a fixed-scope, faster implementation timeline (typically 8-12 weeks). Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Single-tenant managed cloud on Microsoft Azure; OneStream operates and maintains each customer's dedicated environment
- Compliance
- SOC 1 Type II, SOC 2 Type II, ISO 27001, FedRAMP High
About the vendor
- Founded
- 2012
- Headquarters
- Birmingham, Michigan, United States
- Employees
- ~1,500
- Ownership
- Public (NASDAQ: OS)
- Notable customers
- Costco, Comcast, Cox Enterprises, General Dynamics, KLM
Alternatives to OneStream in Financial Close & Consolidation
OneStream — frequently asked questions
Does OneStream integrate with SAP?
Yes. OneStream offers a prebuilt Integration Connector with Direct Connect for SAP S/4HANA and SAP ECC, including drill-back to source transactions.
What ERPs does OneStream connect to?
OneStream documents direct-connect integration with more than 250 ERP, HCM and CRM systems, including SAP, Oracle, NetSuite, Microsoft Dynamics and Workday, using prebuilt Integration Connectors with built-in RPA.
How is OneStream priced?
Pricing is quote-based and not published. Cost is driven by the modules selected, number of entities and users, and data volume, with implementation billed separately.
Is OneStream suitable for mid-market companies?
OneStream offers a packaged CPM Express edition aimed at companies with roughly $200M-$1B in revenue, using a fixed-scope, faster implementation (typically 8-12 weeks) of the same underlying platform.
Is OneStream a public company?
Yes. OneStream, Inc. priced its IPO at $20/share and began trading on the Nasdaq Global Select Market under the ticker OS on July 24, 2024.
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