Compare OneStream - Unified EPM and Planful 
At a Glance
Market Segments
Enterprise (66.9% of reviews)
Mid-Market (48.6% of reviews)
Entry-Level Pricing
Contact Us
No pricing available
OneStream - Unified EPM
Star Rating
(154)4.6 out of 5
Market Segments
Enterprise (66.9% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Learn more about OneStream - Unified EPMPlanful
Star Rating
(494)4.3 out of 5
Market Segments
Mid-Market (48.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PlanfulOneStream - Unified EPM vs Planful
When assessing the two solutions, reviewers found OneStream - Unified EPM easier to use, set up, and administer. Reviewers also preferred doing business with OneStream - Unified EPM overall.
- Reviewers felt that OneStream - Unified EPM meets the needs of their business better than Planful.
- When comparing quality of ongoing product support, reviewers felt that OneStream - Unified EPM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of OneStream - Unified EPM over Planful.
Pricing
Entry-Level Pricing
OneStream - Unified EPM
OneStream
Contact Us
- Financial Close & Consolidation
- Account Reconciliation
- Financial Data Quality
Planful
No pricing availableFree Trial
OneStream - Unified EPM
No trial information availablePlanful
No trial information availableRatings
Meets Requirements
9.2
119
8.4
332
Ease of Use
8.7
123
8.1
373
Ease of Setup
7.9
109
7.3
263
Ease of Admin
8.1
82
8.0
218
Quality of Support
9.1
114
8.3
321
Has the product been a good partner in doing business?
9.2
81
8.8
215
Product Direction (% positive)
9.8
123
9.1
318
Features by Category
Budget Creation
8.8
60
8.3
106
8.6
58
8.3
105
8.3
57
8.0
101
8.4
59
7.8
105
7.5
57
7.3
86
8.4
56
8.5
98
Budget Management
9.1
58
8.4
93
8.5
55
8.1
91
8.7
58
7.4
86
Forecasting
8.6
57
8.5
106
8.1
54
8.3
98
8.3
56
8.2
95
8.3
55
8.3
93
7.1
46
6.0
54
Analytics
8.4
59
8.3
101
8.4
57
8.4
100
8.3
52
7.9
90
Agentic AI - Budgeting and Forecasting
8.5
9
4.9
15
8.1
8
4.8
15
8.1
8
5.1
15
Reconciliation
9.2
78
|
Verified
8.3
70
|
Verified
8.8
76
|
Verified
8.5
69
|
Verified
8.7
73
|
Verified
7.7
61
|
Verified
Reporting
8.7
77
|
Verified
8.9
79
|
Verified
8.3
76
|
Verified
8.6
73
|
Verified
8.8
76
|
Verified
8.9
76
|
Verified
Closing Process
8.7
75
|
Verified
7.7
61
|
Verified
8.3
70
|
Verified
7.3
59
|
Verified
8.5
70
|
Verified
8.1
68
|
Verified
AI - Financial Close
7.3
13
4.6
9
8.2
12
5.6
9
7.9
12
4.8
9
8.2
12
5.6
9
8.2
12
6.5
11
Financial Planning
8.7
44
|
Verified
7.8
55
|
Verified
8.9
51
|
Verified
8.8
64
|
Verified
9.0
50
|
Verified
8.1
64
|
Verified
Agentic AI - FP&A (Financial Planning & Analysis)
8.0
17
4.6
14
8.3
17
5.2
14
Financial Insight
8.8
64
|
Verified
8.4
151
|
Verified
8.7
63
|
Verified
8.3
148
|
Verified
8.8
61
|
Verified
8.2
148
|
Verified
Data
8.2
65
|
Verified
6.7
125
|
Verified
8.4
64
|
Verified
7.6
135
|
Verified
8.8
64
|
Verified
8.1
152
|
Verified
8.4
62
|
Verified
7.7
142
|
Verified
Status Communication
8.4
61
|
Verified
7.2
106
|
Verified
8.5
61
|
Verified
8.2
116
|
Verified
8.3
57
|
Verified
8.0
112
|
Verified
8.2
55
|
Verified
6.6
82
|
Verified
Reconciliation - Financial Reconciliation
8.4
32
Not enough data
7.8
29
Not enough data
7.9
30
Not enough data
7.9
28
Not enough data
Audit - Financial Reconciliation
8.5
32
Not enough data
8.4
30
Not enough data
8.6
32
Not enough data
9.1
29
Not enough data
Integrations - Financial Reconciliation
8.5
31
Not enough data
8.1
27
Not enough data
8.2
28
Not enough data
7.9
26
Not enough data
User Permissions and Security - Financial Reconciliation
8.9
31
Not enough data
9.2
30
Not enough data
9.1
29
Not enough data
9.0
29
Not enough data
Agentic AI - Financial Reconciliation
6.9
8
Not enough data
Sales Performance Features - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Territory Management - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Quota & Capacity Management - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Marketing Resource Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
OneStream - Unified EPM and Planful are categorized as Budgeting and Forecasting, FP&A (Financial Planning & Analysis), and Financial Close
Unique Categories
OneStream - Unified EPM is categorized as Sales Planning and Financial Reconciliation
Planful is categorized as Marketing Resource Management
Reviews
Reviewers' Company Size
OneStream - Unified EPM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planful
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Manufacturing
19.7%
Automotive
6.3%
Construction
6.3%
Electrical/Electronic Manufacturing
5.6%
Accounting
4.9%
Other
57.0%
Computer Software
8.4%
Hospital & Health Care
5.3%
Accounting
4.4%
Insurance
4.4%
Financial Services
4.2%
Other
73.3%
Discussions
What does OneStream XF stand for?
2 Comments
VR
XF stands for extensible financeRead more
What type of system is OneStream?
2 Comments
LF
Hi there - OneStream is a Corporate Performance Management (CPM) software that conquers complexities in Finance organizations by providing an all-in-one...Read more
How can I use the database from Planful direct to Power Bi? Is there this possibility, today?
2 Comments
MK
You could try to complement it with Power BI custom visuals that are build for planning like...Read more
Planful has no more discussions with answers
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