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
- Annual subscription, quote-based by entity and data volume
- 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.
Modules & capabilities
OneStream covers 27 of 50 capabilities we track in this category (+2 partial)
54%- Close checklist & task templatesClose task and workflow management with certificationsCore strength
- Task dependencies & sequencingSupported
- Role-based task assignment & ownershipImplied by workflow management; not explicitly documentedPartial
- Sign-off / certification workflowClose task and workflow management with certificationsCore strength
- SOX / internal controls trackingNot evidenced
- Close calendar & milestone trackingNot evidenced
- Supporting documentation & evidence attachmentAlways-on, no-off-switch audit trail; full audit trail source-to-reportCore strength
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
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
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Rate itERP integrations
Prebuilt Integration Connector (Direct Connect) covering SAP ECC, BW and S/4HANA via BAPIs/RFC.
Prebuilt connector covering Oracle E-Business Suite and Oracle Fusion, per vendor's data-integration page.
Prebuilt Integration Connector for NetSuite; direct-connect data integration.
Covers Dynamics AX and Dynamics 365 Finance & Operations; some scenarios require custom API endpoint work.
Primarily feeds workforce/HCM data from Workday into planning, with drill-back support.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full OneStream pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
OneStream sits firmly at the enterprise end, with reported pricing from around $200,000 a year and large deployments exceeding $1,000,000. It is a unified corporate performance management platform rather than a close tool, covering consolidation, planning, reporting and close in one model — which is why the price sits an order of magnitude above point solutions like FloQast or Adra. Cost is driven by entity count, data volume and the number of solutions activated from its marketplace. Get an independent shortlist with pricing guidance below.
What does OneStream cost?
OneStream prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.
7 of the 12 vendors we track in this category publish no list price at all.
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.
Compare OneStream head-to-head
The Financial Close & Consolidation Buyer's Guide
Before you commit to OneStream, see how it sits against the 12 financial close & consolidation systems we track — on capability, ERP integration depth and what each one actually charges for.
Financial Close & Consolidation Buyer's Guide
12 systems compared · 2026
ERP Research
- OneStream compared side-by-side with 11 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A OneStream evaluation brief, included with the guide
Financial Close & Consolidation Buyer's Guide
Get a quote for OneStream
OneStream publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.