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.
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.
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
Financial Planning, Budgeting and Forecasting Solutions
People Planning Software
Sales Planning & Operations
Capital Planning
Predictive Analytics 123
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.
Financial Planning, Budgeting and Forecasting Resources
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View Blog PostVideo | How Howden Group Replaced Anaplan With OneStream for Financial Consolidation, Reporting and Planning
View VideoGartner Magic Quadrant for Financial Planning Software
View Analyst ReportTake Finance Further.
The only enterprise finance platform that unifies all your operational data, embeds AI for better productivity, and adapts to fit your exact needs.