Video · May 19, 2026
Financial Planning Express
About this video
Closing the books is not the destination. It is the starting point for planning what comes next. With two-thirds of OneStream customers already using the platform for both financial close and financial planning, the case for a unified approach is no longer theoretical. It is the reality of how Finance operates today. Recognized as a five-time leader in the planning magic quadrant, specifically for ability to execute, OneStream continues to accelerate the path from deployment to value. The latest step in that direction is Financial Planning Express: a packaged, template-driven solution built from thousands of real-world implementations that gets Finance teams up and running in weeks rather than months.
Key takeaways
- A unified close and planning platform eliminates the handoff that slows Finance down. When the same platform that closes the books also drives planning at the corporate, divisional, location, and product level, Finance teams spend less time reconciling data between systems and more time using it to steer the business. Extensible dimensionality ensures planning happens at exactly the right level of granularity for each organization.
- Ability to execute is a measure of customer outcomes, not platform features. OneStream's recognition in the magic quadrant for execution reflects a deliberate founding principle: customer success is the measure of success. Every investment in accelerating time to value, from express deployments to pre-built templates and reports, flows directly from that commitment.
- Financial Planning Express packages thousands of implementation lessons into weeks of deployment time. Rather than starting from scratch, Finance teams inherit best practices, templates, and reports proven across a broad customer base. Financial Planning Express is available to all customers, not just those using other Express products, making faster time to value accessible regardless of where a team is in its OneStream journey.
Video Transcript
We know that you must close your books. So what? So you can then focus and plan for the future. So you can plan for any level of your business. Maybe it's corporate, divisional, location, product, and being able to do it on one unified platform, close and planning.
And that's why it's no surprise that in this room, two-thirds of you are using OneStream for both financial close and financial planning. And you might expect not a surprise for us to be a five-time leader in the planning quadrant.
And what does this show? Well, certainly key features that have been in the platform that you know and well, like extensible dimensionality, are central to be able to plan and analyze at the right level.
And again, when I look at kind of the real takeaway here in the magic quadrant, I'm completely touched by this idea that we're noted for our ability to execute. And why? Because the ability to execute is about outcomes.
The founding of this company was around the success of you, our customers. And so ability to execute is something that we deeply feel. And as we've continued to focus and evolve here, outcomes are driven faster by accelerating the time to value.
And we've been focused on this. And I'm excited to announce the release of OneStream Financial Planning Express. We've taken the lessons learned with all of you based on thousands of implementations. We've packaged it, and we're making this available for you to release or deploy in weeks.
It's templates. It's reports. giving you value faster. Now, if you're using other Express products in our family, great. But you don't have to to use Financial Planning Express. It's available and has value to all customers.
And you're going to see us continue to push in this direction where we can package functionality that anybody can benefit from so that you can focus on implementing and addressing the next use case that will truly transform your business so that you can amplify the core and tackle what you must do.
Related Resources

Look into the future of Finance

Demo: Modern Financial Close

OneStream Developer Studio

