OneStream XF SmartCPM Platform

OneStream XF: Modernize Finance with a Unified SmartCPM Platform

OneStream Software provides a revolutionary CPM 2.0 solution, the OneStream XF SmartCPM platform. OneStream XF unifies and simplifies financial consolidation, planning, reporting, analytics and financial data quality for sophisticated organizations. Deployed via the cloud or onpremise, OneStream is an agile solution that easily adapts to changes in business. It delivers corporate standards and controls, with the flexibility for business units to report and plan at additional levels of detail without impacting corporate standards – all through a single application. We call this unique capability Extensible Dimensionality®.

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Get Back to Business with OneStream XF

OneStream WorkFlow

Powerful Financial Consolidation and Reporting for Sophisticated Organizations

OneStream XF reduces internal control risk and delivers confidence in external and management reporting. Our consolidation functionality delivers high performing and true statutory compliant consolidation with multicurrency, partial ownership, journals, allocations, multi-GAAP reporting and exchange rate nominalization. With the most advanced audit trail, drill down and drill back capabilities of any system, OneStream XF offers 100% transparency and controls.

Maximize performance and agility with the ability to automatically eliminate at the first common parent with complete visibility to all eliminations. Powerful collaboration tools for end users to address mismatches instantly in the workflow process. Building alternate hierarchies in OneStream is a task, not a project. This core capability delivers financial reporting confidence in a simple to use solution.

Reduce Your Total Cost of Ownership with More Standard Functionality:
  • Flow dimension for cash flow and advanced currency translation

  • Origin dimension for better audit control

  • More advanced annotation functionality

  • Account Reconsiliation (Free downloadable XF MarketPlace Solution)

  • Close Management

  • Immediate error identification and resolution

Data quality for confidence and compliance with OneStream XF

Your financial reporting and budgeting simply has to be right.
OneStream XF employs Guided Workflows, validations and flexible mapping to deliver data quality confidence for all collections and analysis. These often overlooked capabilities can be the difference between success and failure.

Our advanced integration connectors allow us to connect directly to source systems such as SAP® and Oracle®. OneStream XF Data Blend allows us to integrate and combine transactional and analytic data for the most efficient analytical design.

Powerful OneStream XF Integration Connectors:
  • Guided connector wizard to help build ODBC, OLEDB and Web Services integrations

  • Deliver fast and efficient source system direct integration processes

  • Drill down, drill back and drill through to transactional details, including journal entries, with powerful direct integration technology

Flexible budgeting, forecasting and planning with OneStream XF
Flexible budgeting, forecasting and planning with OneStream XF

Extensible Dimensionality® offers business units the ability to budget, forecast, and model at relevant and unique levels of detail – all in one application. Extensibility protects the sanctity of actuals when budget metadata is updated or changed. Because OneStream is unified for both consolidation and planning, intercompany is available out-of-the-box regardless of the scenario – actual or plan. Since all data lives together in one application, seeding budgets and forecasts is automated.

Speciality solutions are available free of charge for Cash Planning, People Planning, Capex Planning and Thing Planning. These speciality solutions all leverage OneStream XF Relational Blend that utilizes relational tables to offer more detailed budgeting capabilities without compromising performance.

OneStream Planning by BLUEBIRD Consulting
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In-solution reporting delivers a single lens for finance

OneStream XF provides a full spectrum of reporting tools for every user type. Report definitions are built once and re-used in production reports, Excel, dashboards, grids and forms for a single point of report maintenance. Our reporting is low maintenance and flexes as metadata changes. Our OneStream XF Office Integrator delivers true Microsoft Office integration to Word, PowerPoint and Excel. Office documents, OneStream XF data and reports all combine to deliver documents and report books such as a 10k, PowerPoint deck or financial reporting book.

  • OneStream XF Guided Reporting mixes and matches pre-built rows and columns for infinite reporting combinations

  • Faster time to insight with OneStream XF Quick Views that offer easy Excel ad-hoc drag, drop and pivot analysis

  • Interactive Dashboards are authored in the solution by Finance users

  • Leverage familiar Excel retrieve

  • Combine operational sources with OneStream XF data for a single lens to view all relevant information

Cloud or On Premises?

OneStream XF Cloud or On-Premise Deployment Options

OneStream Cloud vs OnPrem
  • 3x Redundant to the minute for 35 days

  • Move to and from on-premise and cloud

  • Guaranteed resources and performance on demand

  • 99.95% uptime guaranteed

  • Resources “flex” to meet system demands

  • Upgrade on your time frame in less than 2 hours

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