Woman presenting a bar chart graph on a screen in a bright windowed office

Financial Reporting & Analytics Software

Eliminate Data and Decision-Making Silos

Unify financial & operational insights to drive performance and deliver value. Deliver the right information, in the right format, at the right time. Replace spreadsheets and standalone financial reporting software with a unified CPM platform.

Demo Sign Up

Lead @ Speed

Deliver key insights for financial, statutory and management reporting at speed to capitalize on market opportunities and mitigate risk.

Simplify Maintenance

Unify financial and operational data from across the organization into a governed, flexible solution without copying information between fragmented sources and tools.

Drive Performance

Enable Finance and Line of Business partners with self-service reporting, visualizations and ad-hoc analysis tools to accelerate reporting and decision-making.

Satisfied Customers

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

See Case Studies

Excel Integration
Excel add-in and embedded spreadsheet deliver the ultimate ad-hoc analysis and reporting solution. Answer any question in seconds with powerful ad-hoc drag, drop and pivot Excel analytics.
Financial Models in Excel® retain calculations and styling even when refreshed.
Include multiple Cube Views, Quick Views and Retrieves in the same Excel® sheet.
Shared user experience between web and Excel® for dynamic POV and drill down.
Interactive Dashboards
Self-Service, interactive dashboards offer executives, managers and business users the ability to change variables and bring data to life for the insight needed to make quicker and better decisions.
Bring key financial and operational metrics together by combining tables, charts, graphs and other visualizations.
Quickly understand business trends and drill-down into the underlying causes, all the way back to transactional details if needed.
Turn insights into action with integrated data entry forms and the ability to see real-time results of changes to models, plans and forecasts.
Analytic Blend
OneStream provides a unique ability to “blend” validated financial data, operational data, and detailed transactional data in one platform for comprehensive, controlled, and consumable user-experience.
Combine financial, operational and transactional data in a single dashboard for visualization and analysis.
Finance maintains one “governed” source of truth for data across line of business managers and executives.
Eliminate data latency and replication of financial data for analysis. Retain all the security, intelligence, workflow, governance, and audit trails that are built into OneStream.
Microsoft Office Blend
Office Blend delivers a unique Microsoft Word®, PowerPoint® and Excel® reporting solution by combining Office content with OneStream content for a rich reporting experience.
Blend OneStream reports, charts and data with Microsoft Office® content to deliver visually stunning report books.
Parameterize documents, reports, charts and books to immediately refresh data for the required analysis without re-work.
Produce and distribute reports and report books with the Parcel Service solution available in the OneStream MarketPlace™.
Production Reporting
Delivers a powerful production report writer for your most detailed and pixel-perfect reports.
Powerful production and formatted report writer that is easily used by business users.
Unified reports with data quality, actuals, budget and plan all available in a single report.
Approximately over 100 pre-built reports include drill down, audit, process log, security analysis, certification status and process controls.
Guided Reporting
Guided Reporting allows you to mix and match row and column templates for infinite reporting combinations allowing any user that understands the business to create powerful analytics.
Choose from a pre-built library of pre-formatted row or column sets.
Drill down on any dimension via graphs, charts, reports and grids.
Instantly export Guided Reports to Excel®, PDF or any other standard format.

Financial Reporting & Analytics Solutions

Man presenting bar charts on a screen in a bright windowed office

Solution

Financial Signaling Software

View solution

A diverse group of six people are gathered around a table in a meeting room. They are engaged in a discussion about SEO with laptops, papers, and coffee cups in front of them.

Solution

Financial Data Quality Management Software

View solution

Solution

Compliance Solutions & Reporting Software

View solution

Man presenting at a table in an office with large windows

Solution

ESG Reporting & Planning Software

View solution

Solutions Exchange

Financial reporting is a standard accounting process that uses financial statements to disclose a company’s financial status and performance over a particular period, usually on an annual or quarterly basis. In simple terms, a financial report is critical for understanding how much money and capital an organization has, where the money is coming from, and where the money is going. Financial reporting is essential to enable investors and other stakeholders to make informed business decisions based on facts of the company’s financial health. Potential investors and banks will also use a company’s financial statements to decide if they want to invest or loan money to the enterprise. Typical financial reports include the balance sheet, income statement, and statement of changes in financial position also known as cash flow statements.