OneStream

Long-term financial planning

3-5 year financial plan with cashflow.

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Financial data consolidation

Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

Journal entries and reports

Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.

Multi-currency management

Ability to handle foreign currency conversions during consolidation.

Intercompany Eliminations

Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

Minority Ownership

Consolidate financials full or partial ownership of subsidiaries, equity pick-up.

Local and consolidated reporting

Ability to report against individual business entities and the consolidated umbrella entity.

Detailed Audit Trails

Tracing changes to data and processes that were run.

Financial Statement Reporting

Creation and production of balance sheets, income statements, cash flows, other schedules

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

Excel-based Reporting

Ad hoc or formatted reports using MS Excel.

Automated board and financial reporting

Tools to help automate creation of regulatory reports such as SEC filings and board books.

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Flat file integration

Integration of flat files like text documents and comma separated files

Excel data integration

Ability to integrate directly with Excel data.

Direct links to 3rd-party data sources

Integration with external applications like ERP, CRM, HCM

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Report sharing and collaboration

Report sharing and collaboration is the ability to easily share reports with others.

Publish to Web

Publish to PDF

Report Versioning

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Scheduling

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

Pre-built visualization formats (heatmaps, scatter plots etc.)

Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

Location Analytics / Geographic Visualization

Location analytics is the visualization of geographical or spatial data.

Predictive Analytics

Predictive Analytics is the ability to build forecasting models based on existing data sets.

Support for Machine Learning models

Machine learning refers to computer programs that can learn when exposed to new data.

Multi-User Support (named login)

Named model access means that users have access based on name and password.

Role-Based Security Model

Role-based access means that access to data is determined by job or position in the corporation.

Multiple Access Permission Levels (Create, Read, Delete)

Multiple access permission levels means that different levels of users have different rights.

Report-Level Access Control

Report-level access control means that the type of report determines who has access to it.

Table-Level Access Control (BI-layer)

Field-Level Access Control (BI-layer)

Single Sign-On (SSO)

Allows users to use one set of login credentials to access multiple applications

Responsive Design for Web Access

Web design aimed at producing easy-to-read sites across a range of different devices.

Dashboard / Report / Visualization Interactivity on Mobile

In-app dashboard reports and data visualization.

Account Reconciliations

Disclosure Management

Transaction Matching

People Planning

Capital Planning

Sales Planning

Profitability Analysis