Financial Planning and Analysis

FP&A teams Take Finance Further™ by developing strategic plans, budgets, and forecasts, becoming essential partners in data-driven collaboration and business performance.

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Steer Performance with AI-Powered FP&A

Unify your financial planning and analysis, fusing data quality with an AI-powered model to align operational and corporate goals, ensuring transparency and faster, more accurate planning to maximize opportunities and mitigate risks.

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58%

average time savings on financial planning.

OneStream customers save 58% more time on financial planning, enabling faster, smarter business decisions. Find out why OneStream was named a leader in the 2023 Gartner Magic Quadrant for financial planning software.

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FP&A Solutions

Planning, Budgeting and Forecasting

Eliminate data silos and spreadsheets with an AI-powered, unified solution for budgeting, planning, and forecasting. Model various scenarios across financial metrics with flexibility. Integrate data from ERP, CRM, and HCM systems for instant, continuous forecasting and reporting, and elevate your financial processes.

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Reporting and Analytics

Use dashboards, drag-and-drop reporting, and Excel analysis from a single source of truth for fast, visual insights into your finance and operations. Instantly answer questions, drill down into details, and refresh data while keeping calculations and formats. Visualize trends and capture real-time signals to act swiftly.

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Strategic Planning

Model and grasp the full impact of strategic options, aligning them with long-term goals and long-range forecasts. Assess effects on profit and loss, balance sheets, and cash flow for different debt and capital scenarios. Quickly simulate the impact of mergers and acquisitions or divestitures based on transaction timing.

Scenario Planning

AI-powered scenario modeling helps FP&A teams quickly isolate key drivers like pricing changes or new product launches, aligning forecasts with financial plans for a comprehensive business view. Model different scenarios and monitor results continuously. Create driver-based plans, analyze and update rolling forecasts.

Profitability Analysis

Empower decision-makers with profitability analysis across products and channels. Replace fragmented processes with a unified, auditable solution. Evaluate pricing impacts and manage allocations efficiently. Gain detailed insights and dynamically manage profitability scenarios with integrated reporting and visualizations.