OneStream XF

OneStream Software is an independent US-based CPM software company headquartered in Rochester, Michigan. The vendor was founded by the people behind Oracle Hyperion Financial Management and UpStream Software, now known as Oracle Hyperion Financial Data Quality Management (FDM). OneStream started developing and building the software in 2008, initially as an R&D company that transformed into an operational company in 2011. Currently the vendor has seven subsidiaries in the US and Europe with a total of approximately 120 employees, including 15-20 in R&D.

OneStream’s CPM platform unifies financial consolidation, planning, data quality and reporting in one single application. The product is either available in the cloud (Microsoft Azure) or on-premises. The vision behind OneStream XF is to create a single platform which allows for an integrated CPM approach to support all the various CPM processes and information streams in companies. Furthermore, OneStream XF’s marketplace with more than 50 predefined but customizable financial applications allows customers to extend the platform to meet their individual needs. All OneStream developed solutions are available free of charge to active customers.

OneStream XF targets finance business users in mid-size and large international companies across all industries, which often belong to a group of companies. The vendor employs a direct sales model to sell the product. A comprehensive partner network is available, supporting customers with implementation services. According to its own accounts, more than 120 corporate groups currently use OneStream XF.

OneStream XF is essentially a financial consolidation and planning tool with BI functionality that covers financial reporting (disclosure management), analytics and dashboarding. The product is primarily focused on financial performance management and provides a proprietary in-memory financial analytic engine, offering built-in financial intelligence that uses ROLAP storage in Microsoft SQL Server. Company-wide consolidated financial results statements and plans (balance sheet, P&L, cash flow) at subsidiary or group level can be created using the product. To address operational planning scenarios other than financial planning (e.g. sales or HR planning), OneStream provides predefined apps in its marketplace. Moreover, eight additional dimensions are available in the data model (on top of ten predefined dimensions), which can be used freely to model custom sub-budgets. For individual, flexible (ad hoc) reporting and analysis, OneStream recommends either its included spreadsheet interface or its Excel add-in as front ends.

User & Use Cases

Current vs. planned use (besides planning)

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Percentage of employees using OneStream XF

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Planning users (as a percentage of all users)

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Total number of users per company

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Planning users per company

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Company size (number of employees)

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OneStream XF

Peer Groups Financial performance management products
VendorOneStream
Number of responses31
ProductOneStream XF
Offices7 offices in United States (HQ), Switzerland, United Kingdom, the Netherlands and Sweden
Employees> 120
Customers> 120
Revenues (2017)n/s
Websitewww.onestreamsoftware.com