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.

Sathish R.

Solution Manager

Enterprise (> 1000 emp.)

12/3/2020

"All in One Solution for all finance related requirements"

4.5/5

What do you like best about OneStream - Unified EPM?

Transformation Rules

Flexibility with Application

Extensible Dimensions for business reporting

One Solution multiple Products

Easy implementation of a new product from Market Place

Customize the application according to business needs Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Dashboarding Capabilities

Ease of creating dashboards

There is no keyboard navigation defined in OneStream, everything is mouse-based. Review collected by and hosted on G2.com.

What problems is OneStream - Unified EPM solving and how is that benefiting you?

We have started using OneStream for Account Reconciliation. Instead of just migrating the account reconciliations to a digital platform, we have now achieved the below benefits from OS tool.

Consolidation of additional attributes like Aging, Categories from lowest to top entity hierarchy

Calculation of Risk indicators associated with Sub Ledgers of AP, AR & Inventory

Drill Back from summary level to Transactional level at a click of a button Review collected by and hosted on G2.com.

Anjola O.

onestream admin

Small-Business (50 or fewer emp.)

10/29/2025

"Quickviews Make Data Access Effortless"

5/5

What do you like best about OneStream - Unified EPM?

What i like the most is that you are able to draw data through quickviews Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

I dislike long consolidation times occasionally Review collected by and hosted on G2.com.

Alex S.

Senior Financial Analyst

Enterprise (> 1000 emp.)

7/1/2025

"Good way to retrieve data and view in many ways"

4/5

What do you like best about OneStream - Unified EPM?

Good way to retrieve data and view in many ways. Customizable and helpful for decisions Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

System can be slow and the data has to be loaded into the system instead of automatically retrieving. Review collected by and hosted on G2.com.

Dixie R.

Sr. Systems Analyst

Mid-Market (51-1000 emp.)

10/29/2025

"User-Friendly and Easy Troubleshooting, But Auditing Needs Improvement"

5/5

What do you like best about OneStream - Unified EPM?

User friendly

Easy to troubleshoot

Easy to learn

Interactive Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Auditing

Dashboard limitations

Performance Review collected by and hosted on G2.com.

Syed Q.

Senior Financial Analyst

Mid-Market (51-1000 emp.)

10/30/2025

"Easy to Use and Fast, But Lacks Metadata Automation"

5/5

What do you like best about OneStream - Unified EPM?

Very easy to use, not much coding needed. consolidation are fast. Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

We can't automate the metadata build process. Review collected by and hosted on G2.com.

Abhi C.

Finance Systems Manager

Enterprise (> 1000 emp.)

10/15/2025

"Great Transparency and Ease of Use, But Extra Add-Ons Disappoint"

5/5

What do you like best about OneStream - Unified EPM?

transparency, easy to develop and build on as a end user or administrator Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

additional add-ons, that should come free. ADMIN ASSIST!! Review collected by and hosted on G2.com.

Jill K.

Principal Financial Systems Analyst

Small-Business (50 or fewer emp.)

9/17/2025

"OneStream is an excellent single platform that gives great opportunities for actual consolidations"

4.5/5

What do you like best about OneStream - Unified EPM?

Ease of use for Admins and users, ease of implementation of different modules Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

Certain public facing reporting requirements, however, narrative reporting is very good Review collected by and hosted on G2.com.

Verified User in Manufacturing

Enterprise (> 1000 emp.)

9/17/2025

"One Source of Truth, Infinite potential, Great customer support"

5/5

What do you like best about OneStream - Unified EPM?

flexibility to build solutions that are meeting business real time, access to market place solutions built that integrate easily within platform, being on cutting edge of technology Review collected by and hosted on G2.com.

What do you dislike about OneStream - Unified EPM?

not enough free training on different functionalities, " haha also the error logs sometimes are not as specific" Review collected by and hosted on G2.com.