OneStream - Unified EPM Features

Financial Insight (3)

Budgeting: Based on 64 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting: Based on 63 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning: Based on 61 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Data (4)

Data Visualization: Based on 65 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis: Based on 64 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Scours data for actionable insights.
Custom Reporting: Based on 64 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.
Reporting Templates: Based on 62 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Status Communication (4)

Collaboration: Based on 61 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control: Based on 61 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates: Based on 57 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards: Based on 55 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Budget Creation (6)

Data Import: Based on 60 OneStream - Unified EPM reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data
Budget Hierarchies: Define budget structure elements and how they are linked hierarchically This feature was mentioned in 58 OneStream - Unified EPM reviews.
Versioning: Keeps track of all versions of a budget and allows users to compare versions 57 reviewers of OneStream - Unified EPM have provided feedback on this feature.
Formulas: Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 59 OneStream - Unified EPM reviews.
What-If: As reported in 57 OneStream - Unified EPM reviews. Test the potential financial impact of business decisions on revenues and expenses
Budget Periods: As reported in 56 OneStream - Unified EPM reviews. Users can customize standard budget periods (3, 9, or 12 months)

Budget Management (3)

Consolidation: Based on 58 OneStream - Unified EPM reviews. Consolidate multiple budgets from different departments or business entities
Adjustments: As reported in 55 OneStream - Unified EPM reviews. Users with administrative access rights can modify budgets
Workflows: Based on 58 OneStream - Unified EPM reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting (5)

Historical Data: Based on 57 OneStream - Unified EPM reviews. Forecasting is based on past transactions and historical financial or operational data
Reforecast: Ability to recreate forecasts to include new information that may impact budgets 54 reviewers of OneStream - Unified EPM have provided feedback on this feature.
Forecast Types: Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 56 OneStream - Unified EPM reviews.
Rolling Forecasts: Used to review and update budgeting assumptions for a predefined period (usually one year) 55 reviewers of OneStream - Unified EPM have provided feedback on this feature.
AI: As reported in 46 OneStream - Unified EPM reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Analytics (3)

Variance Analysis: Based on 59 OneStream - Unified EPM reviews. Project out as the year progresses to accommodate trends that affect key business drivers.
Forecasts Comparison: As reported in 57 OneStream - Unified EPM reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking: As reported in 52 OneStream - Unified EPM reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Reconciliation (3)

Consolidation: Based on 78 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Data from multiple systems can be centralized into a single repository
Management: Based on 76 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Accounting: Based on 73 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Match invoices, payments, and bank statement information

Reporting (3)

Report Types: Based on 77 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Provide multiple types of reports such as point-in-time snapshot reports, or year over year
Standard: Based on 76 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Offers standard financial reports out of the box
Custom: Based on 76 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Allows users to edit reports and to combine multiple reports

Closing Process (3)

Audit: Based on 75 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.
Journal Entries: Based on 70 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Adjusts journal entries in order to have an accurate balance sheet and income statement
Distribution: Based on 70 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Financial Planning (3)

Extended Planning: Based on 44 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting: Based on 51 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.
Integration: Based on 50 OneStream - Unified EPM reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

Reconciliation - Financial Reconciliation (4)

Automation: Automates the process of comparing financial transactions between different accounts, statements, or systems This feature was mentioned in 32 OneStream - Unified EPM reviews.
Bank Statements: As reported in 29 OneStream - Unified EPM reviews. Helps match transactions recorded in the company's books with those in the bank statement
Exceptions: As reported in 30 OneStream - Unified EPM reviews. Alerts users when exceptions and discrepencies can't automatically be resolved
Algorithms: Uses algorithms, such as rule-based matching, fuzzy logic, or machine learning techniques to help with comparing large sets of data This feature was mentioned in 28 OneStream - Unified EPM reviews.

Audit - Financial Reconciliation (4)

Accuracy: Based on 32 OneStream - Unified EPM reviews. Ensures that financial records are accurate and precise, reducing the chances of errors that could lead to audit issues
Compliance: As reported in 30 OneStream - Unified EPM reviews. Meets industry-specific compliance requirements and supports regulatory standards
Reporting: Offeres customizable reporting features to provide a clear overview of the financial reconciliation process and any issues that may need attention This feature was mentioned in 32 OneStream - Unified EPM reviews.
Audit Trail: As reported in 29 OneStream - Unified EPM reviews. Provides a detailed history of reconciliations and supports the accuracy of financial records

Integrations - Financial Reconciliation (4)

Accounting: As reported in 31 OneStream - Unified EPM reviews. Integrates with accounting platforms to allow the import and reconciliation of financial data
Inventory: Integrates with inventory management systems to help reconcile financial data related to product movements, purchases, and sales 27 reviewers of OneStream - Unified EPM have provided feedback on this feature.
ERP: As reported in 28 OneStream - Unified EPM reviews. Integrates with ERP systems to reconcile financial data across various modules and departments
Banking: Integrates with banking systems to import and match bank transactions This feature was mentioned in 26 OneStream - Unified EPM reviews.

User Permissions and Security - Financial Reconciliation (4)

Access: Based on 31 OneStream - Unified EPM reviews. Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions
Authentication: Uses features such as multi-factor authentication (MFA) to help ensure that only authorized users can access the software 30 reviewers of OneStream - Unified EPM have provided feedback on this feature.
Encryption: Has encryption techniques to prevent unauthorized access or interception of data This feature was mentioned in 29 OneStream - Unified EPM reviews.
Regulations: Complys with regulations and standards, such as Sarbanes-Oxley (SOX), GDPR, or HIPAA This feature was mentioned in 29 OneStream - Unified EPM reviews.

Sales Performance Features - Sales Planning (7)

Account Scoring: Provides ability to score accounts based on potential revenue to prioritize accordingly.
Revenue Planning: Provides ability to structure topline revenue goals.
Account Segmentation: Segment accounts based on ideal customer profile and business objectives.
Sales Performance: Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.
Sales Forecasting: Forecast sales data for sales teams, individual reps, territories, or products.
Integrations: Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.
Scenario Modeling: Abilty to create and run "what-if" scenario modeling to inform business decisions.

Territory Management - Sales Planning (2)

Quota & Capacity Management - Sales Planning (3)

Agentic AI - Sales Planning (2)

Agentic AI - Financial Reconciliation (1)

Agentic AI - FP&A (Financial Planning & Analysis) (2)

Agentic AI - Budgeting and Forecasting (3)

AI - Financial Close (5)

Autonomous Task Execution: Capability to perform complex tasks without constant human input This feature was mentioned in 13 OneStream - Unified EPM reviews.
Compliance: Based on 12 OneStream - Unified EPM reviews. Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.
Reconciliation: Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies. 12 reviewers of OneStream - Unified EPM have provided feedback on this feature.
Data Collection: Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies. 12 reviewers of OneStream - Unified EPM have provided feedback on this feature.
Analysis: As reported in 12 OneStream - Unified EPM reviews. Generates AI-assisted financial reports and provides thorough analytical insights.