Video · May 19, 2026
Discover Finance-Guided Operations
About this video
The boundary between Finance and operations is dissolving. As CFO and COO responsibilities increasingly converge, Finance organizations are being asked not just to report on the business but to actively steer it. OneStream is meeting that shift with a dedicated Finance-guided operations pillar anchored by the Line Item Modeling Engine, a no-code, AI-native engine designed to handle a broad range of operational planning needs and adapt automatically as market conditions change. Built on top of it, Workforce Planning brings Finance, HR, and operations into a single model for the first time, and Workforce Planning Express delivers that capability in a single day of implementation.
Key takeaways
- The convergence of the CFO and COO roles is reshaping what Finance must be able to do. As Finance takes on greater responsibility for operational outcomes, the tools it uses must go beyond financial reporting and into real-time modeling of how business decisions ripple across people, costs, and performance. The Line Item Modeling Engine is purpose-built for this era, providing one flexible, extensible engine capable of adapting to market changes without requiring manual model reconfiguration.
- Workforce Planning unifies three functions that have historically operated in silos. By connecting Finance, HR, and operations in a single model, Finance teams can see the full impact of headcount, compensation, and labor decisions across the business in real time. This replaces fragmented, spreadsheet-based workforce processes with a governed, dynamic model grounded in the trusted data Finance already owns.
- Workforce Planning Express delivers implementation in one day. Speed of deployment is a strategic advantage in its own right. Reducing the time between decision and value to a single day removes one of the most persistent barriers to Finance transformation: the gap between what a team wants to build and how long it actually takes to get there.
Video Transcript
You can look out at a number of cases where you see the CFO role and the COO role combining, coming together. We saw this coming, we saw this opportunity, this finance-led operations era, and that's why this pillar is so important to us.
Market changes happen and you need to be able to learn from that. You need to be able to adapt to those changes automatically. I'm very excited to announce Line Item Modeling Engine. It's one engine that solves a whole host of operational needs.
As we continue to look at the things that move your business the most, well, it's people. So we're excited to announce our workforce planning solution built on top of Line Item Modeling. Workforce unifies finance, HR, and operations.
You can model headcount, compensation, labor, and you can see that impact as we talked about with the dynamic capabilities. You can see it across your business. This is about how we can deliver value faster and faster and we're doing that with Workforce Planning Express.
One day to implement Workforce Planning Express. That's value, real value, and real quickly.
Related Resources
Look into the future of Finance
Demo: Modern Financial Close
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