OneStream for Financial Services
OneStream empowers financial institutions to optimize financial management, enhance capital and liquidity planning, automate reporting, and leverage AI-enabled insights—ensuring accuracy, compliance, and resilience in a rapidly evolving market.
Centralize Financial & Operational Insights
Unify all financial and operational data within a single, scalable platform—ensuring accuracy, improving decision-making, and reducing risk.
Stay Ahead of Market Shifts with Strategic Planning
Stay ahead of market shifts with an integrated planning framework that optimizes capital, cash flow, and liquidity. Align revenue, sales, and workforce priorities to drive agility and confident decision-making.
Turn Complex Data into Clear, Actionable Insights
Turn complex financial and operational data into real-time insights with predictive analytics, advanced reporting, and drill-through capabilities—enabling faster, risk-aware decisions across portfolios, business units, and the enterprise.
Eliminate Manual Effort with Intelligent Automation
Accelerate financial close and minimize manual effort with automated reconciliations, transaction matching, and intelligent task management—delivering a seamless, compliant, and transparent process.
Analyze, Anticipate, and Act with AI-Enhanced Insights
Enhance forecasting, risk detection, and financial analysis with AI-enabled intelligence. Leverage pre-built, explainable models to increase accuracy, uncover trends, and proactively mitigate risks.
A Trusted Platform for Financial Institutions
Bring Order to Financial Complexity
Instill confidence in your financial data with seamless integration, automated controls, and real-time visibility.
- Unify financial and operational data with direct integration to ERP/GL, treasury, and other source systems.
- Ensure data integrity through built-in validations, automated reconciliations, and certification workflows.
- Achieve full transparency with drill-down, drill-back, and drill-through capabilities from reports to transaction-level details.
- Maintain complete auditability with system-wide data governance, metadata tracking, and process change visibility.
Consolidate with Ease. Report with Accuracy
Simplify and seamlessly execute legal and management consolidations across multiple standards while ensuring audit-ready, real-time reporting.
- Automate complex consolidations with intercompany eliminations, currency translations, and built-in account reconciliation.
- Ensure compliance with confidence using multi-GAAP, IFRS, and statutory reporting, with audit controls and SOX compliance.
- Accelerate financial close with intelligent workflow approvals, automated transaction matching, and tax provisioning integration.
Forecast with Confidence, No Matter the Market
The world moves fast—your forecasts should too. Shift from reactive planning to proactive decision-making. Anticipate market fluctuations, liquidity needs, and profitability trends to stay resilient in any environment.
- Leverage driver-based modeling to align financial plans with key business drivers like economic conditions, market volatility, interest rate fluctuations, and regulatory changes.
- Implement rolling forecasts to adjust dynamically to economic shifts, industry trends, and changing capital requirements.
- Enhance cash flow and balance sheet forecasting with AI-enabled insights for proactive risk management, liquidity optimization, and capital planning.
Profitability at Every Level, Visibility in Every Decision
Know where every dollar is going and what’s driving profitability. Gain full visibility into costs, revenue streams, and margin contributors to optimize resources, control expenses, and uncover new revenue opportunities.
- Leverage “What-if” driver-based planning to identify growth opportunities, optimize resource allocation, and uncover new revenue streams.
- Gain visibility into costs, revenue, and margins across products, portfolios, and business units with advanced analytics.
- Automate expense allocations and track profitability across different segments, ensuring accurate financial reporting and empowering decision-makers with real-time, actionable insights.
Drive Smarter, Faster Financial Decisions enabled with AI.
Leverage AI and automation to accelerate decision-making, optimize financial processes, and proactively manage risks.
- Automate financial operations such as reconciliations, anomaly detection, and variance analysis, ensuring greater accuracy and efficiency.
- Gain real-time insights using AI-driven forecasting and scenario modeling to improve budgeting and planning.
- Proactively manage risks by utilizing predictive models that identify potential financial challenges before they occur.
- Enhance financial agility with AI-powered tools that support rapid scenario analysis, enabling faster and more informed decisions.
Finance that Scales While Simplifying Your Finance Stack
Drive financial transformation with a unified platform that simplifies processes, reduces reliance on costly point solutions, and supports growth while eliminating IT complexity.
- Leverage a low code/no-code framework to quickly build, configure, and deploy solutions without extensive technical resources.
- Empower finance teams with self-service analytics, enabling faster, data-driven decisions without burdening IT resources.
- Easily integrate financial data from ERP, CRM, and operational systems for a seamless flow of information across the organization.
- Drive cost savings by lowering TCO, increasing efficiency, and eliminating redundancies in finance operations.
Master the Most Complex Financial Challenges with OneStream
Financial complexity is inevitable—but managing it doesn’t have to be. Nasdaq unified its systems with OneStream, streamlining consolidation, forecasting, and scenario planning on a single platform.
With faster processing, AI-driven insights, and real-time transparency, Nasdaq operates with greater speed, accuracy, and control—turning complexity into a strategic advantage.
More Resources for Financial Services
AI-Driven Finance For Banking
View infographic
Enhancing Data Governance in Finance
View blog post
How Rolling Forecasts Empower Banks to Navigate Uncertainty and Drive Growth
View blog post
Modernizing Finance in Banking and Financial Services with an AI-enabled Approach with Microsoft
View webinar replayA Leader in Finance
Three-Times a Leader: OneStream Named a Leader in the 2024 Gartner Magic Quadrant for Financial Planning Software
View analyst report
35 Top Ranks in the 2024 BARC Planning Survey
View analyst report
OneStream Recognized as Leader in the ISG Business Planning Buyers Guide 2024
View analyst report
Gartner Peer Insights 'Voice of the Customer'
View analyst reportGet Started with a Personal Demo
Learn why financial institutions trust OneStream to modernize their finance processes and operations. Discover how upgrading to our platform empowers institutions to streamline financial processes, enhance risk management, and drive smarter decision-making—all in one unified solution.
