Video · May 19, 2026

Discover Finance-Guided Operations

About this video

As the boundaries between Finance and operations blur, OneStream is responding with a dedicated Finance-guided operations pillar. The centerpiece is the Line Item Modeling Engine, a single no-code, AI-native engine designed to handle a broad range of operational planning needs.

Built on top of it, Workforce Planning brings Finance, HR, and operations together in a unified model connecting headcount, compensation, and labor costs directly to business performance. Workforce Planning Express delivers this capability in a single day, turning a multi-month project into immediate value.

Key takeaways

  1. The CFO and COO roles are converging. Finance must now lead operations, not just report on them. OneStream built a dedicated Finance-guided operations pillar to meet Finance in this expanded strategic remit.
  2. The Line Item Modeling Engine is one no-code engine solving a broad range of operational planning needs. It is AI-native, extensible, and designed to adapt as market conditions change without manual reconfiguration.
  3. Fixed-term and duration-based planning packages give Finance ready-made frameworks for projects, leases, and grants. Pre-built packages accelerate deployment while preserving flexibility to configure to each organization's needs.
  4. Workforce Planning unifies Finance, HR, and operations in a single model for the first time. Teams model headcount, compensation, and labor and see the full financial and operational impact in real time.
  5. Workforce Planning Express delivers a complete workforce planning solution in a single day of implementation. One day from requirements to live solution turns what used to be a multi-month project into immediate value.

Read Full 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.

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