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OneStream

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Unified enterprise finance platform for close, consolidation, planning and FP&A with built-in AI agents on one governed data source.

What it does

OneStream is an enterprise corporate performance management platform that unifies financial and operational data in a single source of truth. It handles financial close, consolidation, account reconciliation, planning, forecasting and reporting, and layers governed AI/ML agents to automate core finance tasks. It is positioned for large finance organizations and is a recognized Gartner leader for financial close and consolidation.

Core features

Financial close and consolidation
FP&A, planning and forecasting
Account reconciliation
Unified financial and operational data
Built-in and third-party AI finance agents (governed)
Extensible solution marketplace

Best for

Streamlining the financial close
Consolidating reporting across entities and ERPs
Planning and forecasting for enterprise finance
Automating finance tasks with AI
Toolspool rankingby global site rank

Tutorials

Step-by-step: exactly how to get things done with it.