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Quality management of financial data with OneStream

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Quality management of financial data with OneStream

(Reading time 4 minutes)

Improve the accuracy of your financial results with optimal quality management from OneStream. Integrate and validate data from multiple sources and make confident decisions based on accurate financial and operational results.

Integrate directly with any open GL/ERP system, including Oracle, SAP, and Microsoft Dynamics, using powerful pre-built integration connectors with drillback and drillthrough capabilities.

Powerful validations and confirmations before and after loading data provide full confidence in the certification process.

100% transparency and audit trails for data, metadata, and process changes provide visibility from report to source.

Main features | OneStream XF

1. connectors for direct integration
OneStream Integration Connectors provide direct integration with any open GL/ERP or other source system.

– Fast and efficient direct-to-source system integration processes thanks to integrated Robotic Process Automation (RPA).
– Audit trails and XNUMX % visibility of data, metadata, and process changes from report to source.
– Direct integration with drill-back to more than 250 ERP, HCM, CRM and other systems, including Oracle, PeopleSoft, JDE, SAP, Infor, Microsoft AX/Dynamics and more.

2. guided workflows

Use intuitive guided workflows to achieve high quality and verify financial data in all financial consolidation (OS)reporting (OS), and planning processes.

– User-centric processes to standardize and simplify data collection and analysis.
– Reduce the cost of additional CPM solutions because users already know how to work with guided workflows.
– The right process and reports are provided for each step in the workflow.


3. full transparency and audit trails
OneStream’s Origin dimension is pre-configured with financial intelligence to provide transparency, auditability, and privacy for complete trust and compliance.


– All data is captured in different Origin buckets for import, customization, forms, and eliminations.
– Journal adjustments and eliminations never disappear in the consolidation process.
– Data protection is automatic and prevents accidental data overwrites without ever having to disable cell-level checking.

A screenshot of a business dashboard.

Seamless integration with SAP data sources with quality management from OneStream

Direct connection to SAP R/3, ECC, BW and S/4 HANA for seamless data integration and drill-through without technical complexity:

  • Simple call of BAPIs and function modules
  • Sending and receiving IDocs
  • Support of RFC and SOAP, which enables integration with any modern SAP NetWeaver architecture
  • Read BW objects (BEx queries) via own API
  • Read SAP tables directly via RFC
  • Generate and execute ABAP code on-the-fly
  • Control transactions via batch input

OneStream XF - Lösungen entdecken

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eXtended Planning & Analysis (xP&A)

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