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Financial Planning, Budgeting and Forecasting Software

Unify Financial and Operational Planning

Intelligently align eXtended Planning and Analysis (xP&A) across Sales, Marketing, Supply Chain and FP&A with flexibility and control. Collaborate with data-driven insights and signals to drive continuous planning and performance management across the entire organization in a unified, intelligent platform.

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Improve Agility

Manage and govern global FP&A while providing the agility for line of business partners to model operational drivers for extended business plans —all within the same unified solution and user experience.

Predict with Confidence

Instantly seed budgets and forecasts with powerful predictive models without technical expertise.

Accelerate Planning

Manage rolling forecasts and scenario plans to continually analyze how sales, production, price and labor affect profitability and future plans.

Satisfied Customers

Delivering 100% Customer Success

“The OneStream platform is now core to McCain Foods Limited – uniting consolidation, planning, tax and analysis teams. OneStream Services’ strong leadership and technical knowledge was instrumental in our successful implementation. Their ability to actively listen to our goals and objectives and interpret during the design phase allowed us to create a system not only to satisfy our immediate needs, but to address our future needs.”

Richard N. Burton

McCain Foods

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Strategic Planning and Modeling
Drive long-term strategy and analyze alternative value creation scenarios. Quickly develop baseline plans for organic growth strategies and potential M&A initiatives.
Pressure-test assumptions and flex key value drivers to evaluate impact on financial results.
Analyze alternative what-if scenarios and funding options on key liquidity, profitability, debt covenants, capital structure and more.
Quickly analyze the sensitivity of your cost structure, revenues, or capital structure to external drivers such as commodity prices and evaluate FX and interest rate exposure.
Agile Planning and Scenarios without Compromise
Intelligently support top-down, bottom-up, driver-based planning, rolling forecasting and scenario analysis.
Simplify the entry of planning revisions with dynamic web forms or the comfort of Excel to instantly create or update the plan or forecast.
Guided Workflows, advanced spreading and allocations speed data collection and entry.
Extensible Dimensionality® enables support of corporate, line of business and granular operational plans in a single solution.
Extended Planning & Analysis (XP&A) and Integrated Business Planning

Extend planning and analysis across the organization, collaborate with business partners and align granular operational plans with financial goals.
Drive performance, governance, and simplify financial and operational planning with a unified user experience.
People Planning, Capital Planning, Sales Planning, Cash Planning and Free Form Planning offer maximum flexibility while optimizing financial performance and analysis.
Dynamically visualize the impact of planning decisions on profitability and margins with “What-if” driver-based planning.
Predictive Analytics
Download Predictive Analytics 123 from the OneStream Marketplace, configure and deploy predictive models across planning processes.
Administer, create and maintain predictive models without technical or data science expertise.
Automatically generate high performing predictive forecasts leveraging more than 10 built-in model types including Holt-Winters, Exponential Smoothing and ARIMA.
Deploy and incorporate predictive models across the OneStream platform including workflows, all planning processes, reports and dashboards.

Financial Planning, Budgeting and Forecasting Solutions

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Solution

People Planning Software

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Sales Planning & Operations

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Solution

Capital Planning

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Solution

Predictive Analytics 123

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Solutions Exchange

Planning, Budgeting and Forecasting helps establish goals, objectives and resource allocations for the enterprise. Accordingly, conquering the process is critical to ensuring a strong partnership and alignment between Finance and Operations regarding plans for hiring, for making capital investments and for meeting revenue, expense and profit objectives.

The process is about more than just creating an annual budget or annual operating plan (AOP), though. To be effective, the process must align strategic planning with financial and operational planning and granular business drivers. Moreover, in today’s volatile and often disruptive economic environment, leveraging agile planning techniques — such as driver-based rolling forecasts on a quarterly, monthly or more frequent basis — is quickly becoming the norm.

As with the financial close and consolidation process, the processes involved in planning, budgeting and forecasting can be straightforward in a small business. But in a mid-sized to larger enterprise with multiple divisions, locations and operations around the globe, the process can become daunting. It’s not uncommon for the annual budgeting process in a large enterprise to consume 3–5 months of the year when setting targets, collecting budget submissions from managers, consolidating and reviewing the results, and then iterating the process until alignment is achieved and the final budget is approved.