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OneStream

Fully Integrated Financial Reporting, BI, and Analytics Software Solutions for OneStream

Streamline Reporting with Automated, Visual Solutions for Finance and Business Users

Present Data Through an Interactive Storyboard

When you need to transform your visualizations into an interactive storyboard that tells the story of your numbers the way a CFO or CEO wants to see it. Present your data in an engaging, interactive storyboard that conveys the story behind the numbers, designed specifically to align with the insights a CFO or CEO values most.

Tackle Your Most Challenging Reporting Needs

When you have more advanced reporting needs that require complex formulas, guided navigation, or custom drill downs. Address your advanced reporting challenges with solutions that handle complex formulas, guided navigation, and custom drill downs, providing the precision and flexibility needed for your most demanding reporting requirements.

Capture Multi-Level Commentary

When you need to capture commentary from multiple stakeholders across several business units against base entities and rolled-up data to tell the story behind your numbers. Collect insights from stakeholders across multiple business units to capture detailed commentary on base entities and rolled-up data, crafting a cohesive narrative behind your numbers.

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Use Cases

Get More from OneStream with Certified, Finance-Driven Reporting and Analysis

Report Accurately and Confidently Over Your OneStream Data

Achieve precise and confident reporting with a certified adaptor to OneStream XF. Create and share versatile reports and dashboards enhanced with rich visualizations, custom drill-downs, and intuitive guided navigation. Designed with C-level executives in mind, these tools allow data to be presented in the most relevant and preferred format. Empower decision-makers to quickly access insights and uncover answers to their critical business questions with ease. This solution ensures clarity, flexibility, and reliable data visualization to drive informed strategies and impactful results.

Take Your Board Reporting to the Next Level

Upgrade your board reporting with dynamic storyboards that replace static, multi-page board packs. Gain powerful tools like perspective-based filtering, drill-down capabilities for deeper analysis, and integrated commentary for seamless collaboration. Easily identify variances through intuitive color coding and experience the convenience of viewing on both mobile and desktop platforms. Fully aligned with your existing OneStream security model, these features streamline decision-making and enhance clarity, providing a more interactive and insightful way to analyze and share critical data. View Sample Dashboards

Tell the Story Behind Your Numbers

Empower your finance teams to take control by independently creating and managing their own reports and dashboards. Provide executives with advanced, dynamic storyboards designed for seamless interaction, giving them the ability to easily access and explore essential insights. Facilitate collaboration by capturing input and comments from multiple departments to clearly explain variances in reports. Consolidate this detailed information to create streamlined, executive-level reporting that delivers a complete and compelling narrative behind your numbers, ensuring clarity, accuracy, and confidence across your organization.

Agile Reporting: Speed with Control

Ingredients for Twenty-First Century Financial and Performance Reporting Success Executives today are under increasing pressure to interpret data quickly and accurately to support their decision making. This means having last month’s reporting from their finance team within the first week of the new month. This quick turn around not only puts pressure on the finance team but could also result in lower-quality and inaccurate reporting. To find out how you can avoid these pitfalls and get the reporting you need, download our whitepaper today.

Featured Blogs

Read and watch the latest resources for finance and operations professionals looking to get inspiration on how to improve their processes.

  • Collaborative EPM: How Finance Teams Can Work Together to Drive Success

    On-Demand Webinar

    Collaborative EPM: How Finance Teams Can Work Together to Drive Success

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  • The Art of Financial Storytelling

    Blog

    The Art of Financial Storytelling

    Master the skill of financial storytelling and learn how to transform complex financial data into impactful narratives.

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