OneStream - Unified EPM Reviews & Product Details

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes.

Seller

OneStream Software

Discussions

OneStream - Unified EPM Community

Languages Supported

Czech, German, English, French, Italian, Dutch, Polish, Portuguese, Spanish

Solution Type

All-in-One

Overview by

Lauren Ford (Senior Manager, Customer and Content Marketing at OneStream)

Used by Archetype Consulting and 2 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

8 months

View More Pricing Information

OneStream - Unified EPM Integrations

(10)

Verified by OneStream - Unified EPM

Show More Integrations

G2 reviews are authentic and verified.

Here's how.

John H.

F&A Systems Supervisor

Enterprise (> 1000 emp.)

10/29/2025

"All-in-One Financial Platform That Connects Teams Seamlessly"

5/5

What do you like best about OneStream - Unified EPM?

OneSTream enables its users and admin to communicate and consolidate all financial information into one platform. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Nothing about OneStream I found to be troubling. Review collected by and hosted on G2.com.

Verified User in Manufacturing

Enterprise (> 1000 emp.)

10/15/2025

"Great Integration Across Finance, but Realtime Reporting Needs Improvement"

5/5

What do you like best about OneStream - Unified EPM?

This unified platform brings together finance solutions across various business units, the group, and both data and finance functions, creating greater harmony and integration. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

The real-time reporting capabilities from Finance Core and other solutions to last-mile reporting tools like PowerBI are limited and not fully accessible. Review collected by and hosted on G2.com.

David W.

Financial Process Improvement & Reporting System Manager

Enterprise (> 1000 emp.)

10/29/2025

"Great All-in-One CFO Tool, But Struggles with Large Data Sets"

4.5/5

What do you like best about OneStream - Unified EPM?

One stop shop for majority of CFO office tasks Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Performance slowed at over million records Review collected by and hosted on G2.com.

Pamala S.

Sr Manager, Financial Process Management, OneStream

Mid-Market (51-1000 emp.)

10/29/2025

"Unified Platform Simplifies Admin, But Support Needs Improvement"

4.5/5

What do you like best about OneStream - Unified EPM?

unified platform; easier administration. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

support is no where as good as it used to be. WAY too complex getting help! Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain

Enterprise (> 1000 emp.)

10/29/2025

"Service Now Operations Manager"

5/5

What do you like best about OneStream - Unified EPM?

The flexibility of market place solutions to enhance the core value of the product. Savings on administrative processes as well. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

can't think of any. just from our company processes and taking the time to unravel them enough to get them implemented in OneStream platforms. Review collected by and hosted on G2.com.

Stuart K.

VP, Accounting - Wireless

Enterprise (> 1000 emp.)

9/17/2025

"OneStream Promoter - Colorado"

4.5/5

What do you like best about OneStream - Unified EPM?

One source of the truth for financial reporting, budgeting, forecasting, account reconciliation, and financial workflows. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

I would like to see improvements in balance sheet account reconciliation reporting. Review collected by and hosted on G2.com.

Enrique P.

OneStream Administrator

Mid-Market (51-1000 emp.)

10/9/2025

"OneStream - HS"

5/5

What do you like best about OneStream - Unified EPM?

The Flexibility and capabilities of the system, and possible customization Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Takes time to learn it. Not as quick to learn it. The customization requires a significant build out effort Review collected by and hosted on G2.com.

Chai S.

Sr Financial Systems Manager

Mid-Market (51-1000 emp.)

10/29/2025

"Great D365 Integration, But Steep Learning Curve"

5/5

What do you like best about OneStream - Unified EPM?

It integrates with D365, which is the primary ERP Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Learning curve is steep and picking it up is not always intuitive Review collected by and hosted on G2.com.

DENISE J.

VP Strategic Planning & Analysis

Enterprise (> 1000 emp.)

10/15/2025

"Great All-in-One Access, but Issues with OS Losing Contacts"

5/5

What do you like best about OneStream - Unified EPM?

all in one [place access, free apps and ease of use Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

issues with \os adhoc losing contacts and Review collected by and hosted on G2.com.

Verified User in Manufacturing

Enterprise (> 1000 emp.)

10/29/2025

"Powerful Data Merging"

5/5

What do you like best about OneStream - Unified EPM?

I like the ability to merge data from multiple sources and it together for meaningful analytics. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

At times, the building features can be a little clunky. For example the amount of components needed to create a functional dashboard can be cumbersome. Review collected by and hosted on G2.com.