OneStream Software is an independent US-based CPM software company. 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). Currently the vendor has ten offices in the US and Europe with more than 500 employees globally. In 2019, OneStream received significant external investment from KKR, funded through a combination of KKR‘s private and growth equity funds.

OneStream’s CPM platform was first released in 2011 and unifies financial consolidation, reporting, planning, budgeting, analysis and data quality in one single application. The product is available for deployment in the cloud (Microsoft Azure) or on-premises. The vision behind OneStream XF was to create a single platform which allows for a unified approach to support all the various CPM processes and information streams in organizations. Furthermore, the OneStream XF MarketPlace provides more than 50 productivity and business solutions that allow customers to extend the platform with additional capabilities, such as Predictive Analytics 123 which offers out-of-the box predictive analytics functionality for business and financial planning and modeling. All OneStream-developed XF MarketPlace solutions are fully supported and available free of charge to active customers.

OneStream targets mostly finance and business users in mid-sized and large global organizations across all industries. The vendor employs a direct sales model to sell the product. A comprehensive partner network is in place to support customers with implementation services. According to the vendor more than 500 customers currently use OneStream XF.

OneStream XF is a financial consolidation and planning platform with built-in financial data quality functionality that focuses on supporting the full range of financial performance management. The product provides a proprietary in-memory financial analytic engine, relational data engine and column store engine with built-in financial intelligence that uses Microsoft SQL Server as a data store. Company-wide consolidated financial results statements and plans (balance sheet, P&L, cash flow, operational plans) at subsidiary or group level can be created using ten predefined and eight user-defined dimensions. Each of the eight additional dimensions can be utilized in multiple ways across the chart of accounts. In addition, OneStream invented Extensible Dimensionality®, which provides the ability to extend the account and other dimension structures to support both corporate and line-of-business financial and operational planning and reporting in one application. User-defined dimensions can be either financial or operational for building free-form operational planning models. OneStream also provides fully supported operational planning solutions in its XF MarketPlace including People Planning, Capital Planning, Sales Planning and Thing Planning (i.e., a flexible structure for planning virtually any topic). For individual, flexible (ad hoc) reporting and analysis, OneStream includes a spreadsheet interface or Excel add-in. In 2019, OneStream introduced Analytic Blend, including a new relational column store engine that blends together detailed operational data with financial data. Financial analytics, detailed operational analysis or a “blended” view of both can be presented within the same dashboard.

User & Use Cases

Besides planning, customers mainly use OneStream XF for financial consolidation (94 percent), standard/enterprise reporting (90 percent) and ad hoc query and reporting (90 percent). 42 percent of respondents plan to use it for advanced analysis in the future. OneStream XF targets mid-sized to large organizations across all industries. 58 percent of our sample of OneStream XF customers come from large companies (more than 2,500 employees) with a median of 130 users (including 85 using planning functionality), but the mean of 711 users (522 for planning) indicates there are also several larger implementations. 70 percent of OneStream XF users are planning users – slightly above the survey average of 65 percent – reflecting the fact that OneStream XF is essentially an integrated CPM platform that unifies financial consolidation, planning, budgeting, reporting, analysis and data quality in one single application.

Current vs. planned use (besides planning)

N= 30

Percentage of employees using OneStream

N= 31

Planning users (as a percentage of all users)

N= 31

Total number of users per company

N= 31

Planning users per company

N= 31

Company size (number of employees)

N= 31

Summary of OneStream highlights

With 38 top ranks and 15 leading positions in its two peer groups, OneStream XF once again achieves an outstanding set of results in this year’s Planning Survey. Convincing ratings in the majority of its KPIs reinforce its position as a fast-growing and effective CPM vendor. Organizations can benefit from using OneStream XF to unify planning with reporting/analysis, for more precise/detailed planning, for analytics, and to increase transparency and reduce complexity – all in a single solution. Overall, these benefits lead to a better quality of planning results for many customers. An overwhelming 97 percent of OneStream XF users say they would definitely recommend their planning product to other organizations. This result is a great indicator of customer satisfaction with the vendor and its product. OneStream Software offers a comprehensive financial consolidation and planning platform with built-in financial data quality functionality that focuses on supporting the full range of financial performance management, which customers appear to be very satisfied with.

Customer satisfaction - Top ranked

Peer Group: North American Vendors

Ease of use - Top ranked

Peer Group: Financial Performance Management Products

Planning functionality - Top ranked

Peer Group: North American Vendors

Product satisfaction - Top ranked

Peer Group: Financial Performance Management Products

Vendor support- Top ranked

Peer Group: Financial Performance Management Products

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Planning Survey 20 Awards

OneStream

Peer Groups Financial performance management products, North American Vendors
VendorOneStream Software
Number of responses31
ProductOneStream XF
Offices9 offices worldwide in United States (HQ), Switzerland, Germany, United Kingdom, Netherlands, France and Sweden
Employees500
Customers500
Revenues (2019)Undisclosed
Websitewww.onestreamsoftware.com

Product Video

Screenshots from OneStream

Quotes from the Planning Survey 20

An overwhelming 97 percent of OneStream XF users say they would definitely recommend their planning and consolidation platform to other organizations. This suggests that the vendor is able to keep its word with regard to its mission statement: “Every customer must be a reference and success.
The Planning Survey 20
OneStream XF is consistently top-ranked in the ‘Ease of use’ KPI for the third year in a row, comfortably outpacing its financial performance management and North American competitors.
The Planning Survey 20
The integrated CPM platform convinces companies with its modern, unified approach and many customers benefit from using it. The product is continuously being improved and developed with a strong support team to provide help and support. The vendor’s excellent 97 percent recommendation rate speaks for itself.
The Planning Survey 20
The results in this year’s Planning Survey confirm that OneStream XF customers are particularly satisfied with the flexibility and ease of use of the product. Many customers feel they can roll out OneStream XF for self-service planning in business departments.
The Planning Survey 20
Compared to its competitors in the ‘Financial Performance Management Products’ and ‘North American Vendors’ peer groups, OneStream XF is considered to be attractively priced, offering comprehensive business value at a reasonable price.
The Planning Survey 20