Unlock Financial Clarity with Unified Reporting & Analytics
Empower finance teams with OneStream’s unified reporting and analytics platform. Eliminate silos with real-time insights, guided and ad hoc reporting, driving accurate, compliant decisions from a single source.
Lead @ Speed
Automate workflows and matching across multiple sources and data sets for high-volume automation and exception management.
Simplify Maintenance
Avoid data duplication and eliminate redundancy by executing one-sided, three-way, or any combination of matches without reloading data.
Drive Performance
Ensure accuracy and speed at scale with built-in data integration and quality, user-managed indexing, archiving, and purging.
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 OneStream Solutions.
Financial Reporting & Analytics Solutions
Hub – Financial Close & Consolidation
Financial Data Quality Management
ESG Reporting & Planning
Account Reconciliations Software
Financial Reporting & Analytics Related Resources
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Reporting & Analytics
Driving Performance with Financial & Operational Reporting
View blog postFAQs About Financial Reporting Software
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.
Management reporting is more targeted to internal stakeholders of an enterprise. The key to effective management reporting is the ability to compare actual results to the original budget, latest forecast or prior periods in order to spot key trends and understand how actual financial and operating results are performing against expectations. Material positive or negative variances in actual results must then be analyzed. In doing that analysis, Finance and operations teams can better understand the underlying issues so that corrective recommendations or decisions can be made to steer the results in the right direction.
Financial reporting software helps organizations generate their financial and management reporting – bringing enterprise data together in a single database where it can be structured and organized and then formatted in a variety of ways. This includes actual financial and operating results, as well as budgets and forecast scenarios. Effective financial and management reporting and analysis can be difficult when the actuals, budgets and forecasts are sitting in multiple spreadsheets or different CPM software applications and must be joined and normalized before a comparison is even possible.
Combining data like this adds extra time and effort to the process and often yields substandard results if the comparisons cannot be supported at the right level of detail. An analysis is much easier to perform when the actuals, plans, budgets and forecasts are all available in the same system, with a common set of reporting tools creating the ability to drill down into the underlying details in real-time to answer questions and quickly take action — in order to lead at speed.
Financial and management reporting ultimately comes in many forms, depending on the needs of the stakeholders. This includes the following:
- Graphical dashboards and scorecards for executives and senior management
- Standard financial statements, board books and presentations for board members, product line or divisional P&Ls for line-of-business management
- Profitability analysis by product, customer or channel for product managers, customer service and channel managers
- Ad-hoc analysis and scenario modeling capabilities for Finance and Operations analysts
Organizations that can standardize on a single financial reporting software solution that can handle the broad reporting and analysis requirements of different stakeholders can generate more timely and accurate results as compared to organizations relying on multiple reporting tools to support their various reporting and analysis requirements.
