- Tools for CFOs
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- OneStream
OneStream
2 product lines in the catalog, listed under 01 Financial close and consolidation, 02 FP&A and planning.
Company
- Website
- onestream.com
- Not stated
- Not stated on the pages we read: headquarters.
- SEC filings
- No SEC registrant under this name in the SEC's company ticker file, read 29 October 20263. That file lists companies with SEC-registered tickers; a company may still be listed elsewhere or file under another name.
Product line
- Product
- OneStream Financial Close and Consolidation
- What it does
- Consolidation and close software covering currency translation, eliminations, account reconciliations, transaction matching and journal entries.
- In the vendor's words
Eliminate Excel clutter with AI-driven financial close software that automates data loading, reconciliation, and reporting for fast financial close and consolidation.
1- Modules and capabilities listed
- Account Reconciliations
- Transaction Matching
- Journal Entry Management
- Financial Data Quality Management
- Tax Provision
- Compliance Solutions
- Integrations named
- Oracle
- SAP
- Microsoft Dynamics
- Not stated
- Not stated on the pages we read: deployment.
- Source
- onestream.com/solutions/financial-close-and-consolidation-software/, read 29 October 2026
Product line
- Product
- OneStream Planning, Budgeting and Forecasting
- Category
- 02 FP&A and planning
- What it does
- Planning software for budgets, rolling forecasts and scenarios on the same platform as OneStream's consolidation.
- In the vendor's words
Simplify collaboration across your teams with OneStream financial budgeting and planning software, offering you flexibility and control for smarter decisions.
2- Modules and capabilities listed
- Strategic Planning and Modeling
- Extended Planning & Analysis (XP&A)
- Predictive Analytics
- Workforce Planning
- Revenue Performance Management
- Capital Planning
- AI Planning & Forecasting
- Not stated
- Not stated on the pages we read: integrations, deployment.
- Source
- onestream.com/solutions/planning-budgeting-forecasting/, read 29 October 2026
Corrections
Lists of modules and integrations are as the vendor's page showed them on the read date, in the vendor's words. If OneStream has changed a page or finds an error, write to corrections@toolsforcfos.com with the page that shows the change. How listings are made. Page published 29 October 2026.
Sources
- 1OneStream. onestream.com/solutions/financial-close-and-consolidation-software/. Read 29 October 2026.
- 2OneStream. onestream.com/solutions/planning-budgeting-forecasting/. Read 29 October 2026.
- 3U.S. Securities and Exchange Commission. sec.gov/files/company_tickers.json. Read 29 October 2026.