Average Ratings 1 Rating

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Average Ratings 0 Ratings

Total
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features
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support

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Description

Our adventure commenced with the irritation of depending on financial reports to assess business success. Frequently outdated and disconnected from the core operations, these reports failed to incorporate essential non-financial metrics. We were in search of dependable, succinct data that truly mirrored the reality of our situation. Our attempts with laborious and time-consuming spreadsheets left us with lingering uncertainty, as we often found ourselves hoping—and even praying—that our models were accurate. Doubt was a constant companion, and when addressing key stakeholders, I preferred to rely on more than just faith to support my arguments. We sought out scorecard summaries, dashboards, and metrics featuring drill-down analytics, all designed to be simple and user-friendly. Additionally, we aimed to present everything neatly, whether through PowerPoint or during remote meetings via Skype, making it ideal for showcasing performance to offsite clients or remote teams. This transformation brought about quick, easy, and precise insights, allowing us to finally uncover the true dynamics of our business. The clarity gained from these tools has not only improved our understanding but has also empowered us to make informed decisions that drive success.

Description

Our advanced financial platform empowers users to move beyond the constraints of traditional spreadsheets and outdated software. It integrates financial consolidation, planning, reporting, and analysis within a cohesive and adaptable system. Tackle the intricacies of financial closure, consolidation, planning, reporting, and analysis with ease. OneStream adheres to corporate standards while also addressing the specific planning and reporting needs of various business sectors, all within a single, comprehensive application. It allows teams to leverage reliable financial insights from extensive operational data, enabling them to identify patterns and financial indicators that facilitate swift, informed decision-making. Additionally, OneStream accelerates your path to realizing value by incorporating a deep understanding of accounts, currencies, ownership, and intercompany transactions. Transition from numerous outdated systems or cloud-based point solutions to a singular, streamlined application that enhances efficiency. By doing so, organizations can significantly improve their financial operations and strategic initiatives.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CXO Software No 
EPMware No 
Longview Tax No 

Integrations

CXO Software Yes 
EPMware Yes 
Longview Tax Yes 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EZZYKPI

Country

Australia

Website

www.ezzykpi.com

Vendor Details

Company Name

OneStream Software

Founded

2010

Country

United States

Website

www.onestreamsoftware.com

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning Yes 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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