--- title: "Fast & secure: Transaction Matching from OneStream (2 min)" description: Merge transaction data and quickly reconcile differences. OneStream CPM's Transaction Matching. --- # Transaction matching with OneStream #### Experience Corporate Performance Management ##### Licenses, Consulting, Implementation, Training & Support We are looking forward to advise you Learn more ![Notebook](https://bluebird-ag.com/hubfs/Imported%20images/macbookpro.png) ![A screenshot of a project management software.](https://bluebird-ag.com/hubfs/Imported%20images/a90b4a2f-5073-4a5f-9553-174b29c73489.png) ![A screenshot of a business dashboard.](https://bluebird-ag.com/hubfs/Imported%20images/OneStreamForecast.png) ![A table with a bunch of numbers on it.](https://bluebird-ag.com/hubfs/Imported%20images/EPMCloud_NR-1.jpg) ![A screenshot of a business dashboard.](https://bluebird-ag.com/hubfs/Imported%20images/LME1BH63TABR.png) ![A screenshot of a business dashboard.](https://bluebird-ag.com/hubfs/Imported%20images/Expense-Input.png) ### Transaction matching with OneStream (Reading time 2 minutes) Speed up your [financial close](https://bluebird-ag.com/en/solutions/onestream/financial-consolidation) with OneStream’s transactional storage. Merge transaction data from multiple sources and quickly reconcile differences to speed account reconciliation and financial close. Corporate Performance Management: Fast and Secure with OneStream. 01 -Accelerate the financial closure Provide more speed in transaction reconciliation and account reconciliation at the end of the reporting period. 02 -Improve the accuracy of your financial reports Reduce charge-offs due to unresolved differences. 03 - More transparent and better to check Increase the timeliness of your data and reduce costs with a unified platform. ### **Main features | OneStream XF ** ##### **1. seamless data integration ** Load data from multiple sources for transaction reconciliation. – Loading via text files (flat files) or direct connections. – Daily, weekly or monthly imports possible. – Data can be merged or split in transaction reconciliation.   ##### **2. automatic or manual transaction reconciliation** Reconcile a variety of transactions from different sources. – Use a configurable, rules-based system for reconciliation. – Identify and eliminate unreconciled transactions. – Support through release levels, comments and attachments.   ##### **3. integrated reporting and analysis capabilities** Comprehensive reporting and distribution/export of results.   – Create a reconciliation scorecard and supporting analytics. – Present KPIs related to transactions and reconciliation information. – Pivot reports can be exported for reporting purposes. ![A screenshot of a business dashboard.](https://bluebird-ag.com/hs-fs/hubfs/Imported%20sitepage%20images/Expense-Input.png?width=983&height=539&name=Expense-Input.png) #### OneStream XF - Lösungen entdecken Bitte füllen Sie das folgende Anmeldeformular aus und wir werden uns in Kürze mit Ihnen in Verbindung setzen! Geben Sie niemals vertrauliche Informationen (Kreditkartennummern, Sozialversicherungsnummern, Passwörter) über dieses Formular weiter. Diese Website ist durch reCAPTCHA geschützt und es gelten die [Datenschutzerklärung](https://bluebird-ag.com/en/solutions/onestream/transaction-matching#) und [Nutzungsbedingungen](https://bluebird-ag.com/en/solutions/onestream/transaction-matching#) von Google. ![Logo_OS](https://bluebird-ag.com/hs-fs/hubfs/Imported%20images/Logo_OS.png?width=900&height=250&name=Logo_OS.png) ## Other solutions in the field: ### Financial accounting ##### Financial Statements & Consolidation Make financial close and consolidation complexities manageable with OneStream and deliver fast and valid insights to internal and external stakeholders. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/financial-consolidation) ##### Financial Signaling Break the month-end reporting cycle with OneStream by turning daily and weekly operational signals from multiple data sources into actionable insights to drive performance. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/financial-signaling) ##### Reporting and Analyse Unify your financial and operational data for greater performance and value with OneStream. Provide the right information in the right format at the right time to different audiences. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/reporting-and-analysis) ##### Financial Data Quality With OneStream CPM, integrate and validate data from multiple sources and make confident decisions based on accurate financial and operational results. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/data-quality-management) ##### Account reconciliations Master complexity and ensure the integrity of your financial results with OneStream by reconciling account reconciliations to financial statement reporting. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/account-reconciliations) ##### Transaction reconciliation Merge transaction data from multiple sources with OneStream and quickly reconcile differences to speed account reconciliation and financial close. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/transaction-matching) ##### Compliance Solutions Ensure compliance with IFRS, US GAAP and other local regulatory requirements while reducing your company’s compliance costs with OneStream. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/compliance-solutions) ##### Tax provisions Say goodbye to spreadsheets and stand-alone solutions and automate your tax provisions and tax calculations with OneStream. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/tax-provisions) ##### ESG Reporting Overcome the complexity of sustainability (ESG) reporting with OneStream by unifying it with financial reporting. Provide quick insights to internal and external stakeholders. Replace Excel® spreadsheets and ESG reporting standalone solution with a modern, unified platform. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/esg-reporting) ### Financial Planning & Analysis ##### Planning, budgeting and forecasts Align intelligently with OneStream. Advanced planning and analysis (xP&A) across sales, marketing, supply chain and FP&A with flexibility and control. Work together with data-driven insights and signals to drive continuous planning and performance management across the enterprise on a unified, intelligent platform. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/planning-budgeting-forecast) ##### Financial Signaling Disrupt the end-of-month reporting routine using OneStream. Convert daily and weekly indicators from various data sources into valuable insights that propel performance. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/financial-signaling) ##### Reporting und Analyse Consolidate your financial and operational data with OneStream for enhanced performance and worth. Deliver pertinent data in the appropriate format to diverse audiences when they need it. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/reporting-and-analysis) ##### Personnel planning With OneStream XF, model and develop workforce plans using drivers and dynamic calculations to forecast the cost of new hires and changes in compensation, benefits, taxes, travel, and other related expenses. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/personnel-planning) ##### Capital planning Optimize capital asset planning and related depreciation, maintenance, and insurance impacts in the P&L, balance sheet, and cash flow statement with OneStream. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/capital-planning) ##### Sales Planning Intelligently align customers, products, pricing, and sales targets with your financial plans in a unified data model and user interface with OneStream. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/sales-planning) ##### Profitability analysis Analyze revenue and costs across multiple products, customers, or sales channels with OneStream XF and gain insight into underlying profitability drivers. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/profitability-analysis) ##### Meaningful Machine Learning (ML) Unleash the power and sophistication of Data Science in Finance and Operations through OneStream XF. Experience CPM of the latest generation. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/data-science-ml) ##### eXtended Planning & Analysis (xP&A) Gartner defines Advanced Planning and Analysis (xP&A) as an evolution of Financial Planning and Analysis (FP&A) that aligns operational planning with an organization’s financial performance. [ Learn more ](https://bluebird-ag.com/en/solutions/onestream/advanced-planning-xpa) ## OneStream Corporate Performance Management redefined #### Are you looking for something different? Find more leading CPM providers here: [CCH Tagetik ](https://bluebird-ag.com/en/software/wolters-kluwer) [BOARD CPM ](https://bluebird-ag.com/en/software/board-cpm) [Hyperion EPM ](https://bluebird-ag.com/en/software/oracle-hyperion) [Oracle EPM ](https://bluebird-ag.com/en/software/oracle-epm-cloud) ##### BLUEBIRD CONSULTING AG Switzerland Blattenweg 8 8634 Hombrechtikon / Zurich - Telefon: [+41 43 535 04 - 57](tel:+41%2043%20535%2004%20-%2057) - E-Mail: [info@bluebird-ag.com](mailto:info@bluebird-ag.com) - Webseite: [https://bluebird-ag.com](https://bluebird-ag.com) Germany Muehlweg 1 82054 Sauerlach/Munich Telefon: [+49 89 21 55 1007 - 0](tel:+49%2089%2021%2055%201007%20-%200) © Copyright 2016 - 2023   |   Design by [Bluebird](https://bluebird-ag.com/en/solutions/onestream/transaction-matching#)    |    All Rights Reserved   |   [Impressum](https://bluebird-ag.com/en/solutions/onestream/transaction-matching#) | [Datenschutzerklärung](https://bluebird-ag.com/en/solutions/onestream/transaction-matching#) - you tube - LinkedIn - Xing - E-Mail