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  3. OneStream Platform
Logo of OneStream Platform

OneStream Platform

byOneStream
in
4.2
Market Presence: Financial Close and Consolidation Solutions, Financial Planning Software

Overview

Product Information on OneStream Platform

Updated 9th May 2025

What is OneStream Platform?

OneStream's platform allows customers to conquer complexity and improve the integrity of financial results by aligning account reconciliations with financial reporting, replacing spreadsheets or standalone accounts reconciliation software solutions with a unified intelligent finance platform. With OneStream, account reconciliations live together with financial reporting so there is never a disconnect between your financial reports and your account reconciliation process. Because it's unified, OneStream provides a link from reported balances to reconciled accounts. Users can drill-to-reconciliation instantly from financial reports in one unified system. OneStream also delivers risk management reporting on your balance sheet by presenting a complete statistical picture of the quality of your financial statements.

OneStream Platform Pricing

OneStream Platform Product Images

Account Recons Dashboard
Account Recons Dashboard
OneStream Financial Reporting
OneStream Financial Reporting

Overall experience with OneStream Platform

Manager, Customer Service and Support
1B - 3B USD, Energy and Utilities
FAVORABLE

“Difficulty Navigating Software and Limited Documentation Hinder Learning Experience”

4.0
Jul 8, 2025
Documentation is not the best, it's hard to get valuable information to learn the tool
Business Analyst
3B - 10B USD, Real Estate
CRITICAL

“Regular Users Report Glitches in Unique Tool Interface”

3.0
May 22, 2024
Overall we're happy with the tool, but I find some issues come up during regular use. I wish that the interface were less prone to issues.

About Company

Company Description

Updated 25th July 2024

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It’s the enterprise finance platform that unifies all your financial and operational data, embeds AI for better decisions and productivity, and can extend to meet the evolving needs of your business, without adding technical debt. Our vision is to be the operating system for modern Finance, unifying core financial functions and empowering the CFO to become a critical driver of business strategy, innovation, and growth. We deliver a comprehensive cloud-based platform designed to modernize the Office of the CFO. Our Digital Finance Cloud unifies key financial and operational data and processes, embeds AI for faster and better planning and forecasting, and is infinitely extensible so customers can add new utility and achieve more value as their business needs evolve.

Company Details

Updated 26th February 2025
Company type
Public
Year Founded
2012
Head office location
Birmingham, United States
Number of employees
1001 - 5000
Annual Revenue
250M-500M USD
Website
http://www.onestream.com

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: OneStream Platform

OneStream Platform Likes & Dislikes

Like

Is the best CPM tool in the market

Like

I love the automation! When issues do NOT occur, the process is really fast!

Like

I like that the account data pulls directly into the rec lists, and we are able to have the users work in the same application instead of in excel.

Dislike

The software is not intuitive, you don't understand how the tool works until you get training.

Dislike

1. We run into issues when users make changes in the middle of the process. 2. Users can't really troubleshoot on their own (it requires admin intervention). 3. Training seems to differ slightly from my own experience.

Dislike

Some of the mappings/grouping does feel clunky. Also, the previously mentioned account rec mappings can cause mapping changes to not take effect properly.

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Peer Discussions

OneStream Platform Reviews and Ratings

Showing data for 9 ratings and reviews for Financial Reconciliation Solutions market. View all 831 ratings and reviews across markets for a complete picture.

4.2

(9 Ratings)

Rating Distribution

5 Star
33%
4 Star
56%
3 Star
11%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.0

Integration & Deployment

4.6

Service & Support

4.4

Product Capabilities

4.4

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • Manager, Customer Service and Support
    1B-10B USD
    Energy and Utilities
    Review Source

    Difficulty Navigating Software and Limited Documentation Hinder Learning Experience

    4.0
    Jul 8, 2025
    Documentation is not the best, it's hard to get valuable information to learn the tool
  • Business Applications Manager
    1B-10B USD
    Construction
    Review Source

    Encountering Issues with Account Reconciliation Groupings

    4.0
    May 22, 2024
    Account Reconciliation has worked great. Some of the groupings are sometimes hard to do, and we do have an issue where changes to autoreced records sometimes wont change mappings which cause problems during that month end.
  • Business Analyst
    1B-10B USD
    Real Estate
    Review Source

    Regular Users Report Glitches in Unique Tool Interface

    3.0
    May 22, 2024
    Overall we're happy with the tool, but I find some issues come up during regular use. I wish that the interface were less prone to issues.
  • GLOBAL FINANCIAL SYSTEMS MANAGER
    1B-10B USD
    Manufacturing
    Review Source

    OneStream Account Reconciliations

    4.0
    May 22, 2024
    The experience was good, the setup was pretty straight forward and the administration was overall easy as well.
  • Director of Finance
    1B-10B USD
    Manufacturing
    Review Source

    Highlighting the Simplicity of Product Interface

    5.0
    May 22, 2024
    Friendly people. Speak to me at an appropriate knowledge level.
Showing Result 1-5 of 11

Recommended Gartner Research

  • Market Guide for Financial Reconciliation Solutions

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