Overview
Product Information on OneStream Platform
What is OneStream Platform?
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Overall experience with OneStream Platform
“Difficulty Navigating Software and Limited Documentation Hinder Learning Experience”
“Regular Users Report Glitches in Unique Tool Interface”
About Company
Company Description
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
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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
Is the best CPM tool in the market
I love the automation! When issues do NOT occur, the process is really fast!
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.
The software is not intuitive, you don't understand how the tool works until you get training.
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.
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
- Manager, Customer Service and Support1B-10B USDEnergy and UtilitiesReview Source
Difficulty Navigating Software and Limited Documentation Hinder Learning Experience
Documentation is not the best, it's hard to get valuable information to learn the tool - Business Applications Manager1B-10B USDConstructionReview Source
Encountering Issues with Account Reconciliation Groupings
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 Analyst1B-10B USDReal EstateReview Source
Regular Users Report Glitches in Unique Tool Interface
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 MANAGER1B-10B USDManufacturingReview Source
OneStream Account Reconciliations
The experience was good, the setup was pretty straight forward and the administration was overall easy as well. - Director of Finance1B-10B USDManufacturingReview Source
Highlighting the Simplicity of Product Interface
Friendly people. Speak to me at an appropriate knowledge level.

