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OneStream

About OneStream

OneStream provides a platform that unifies financial and operational data for Finance teams. The platform is described as an AI operating system for Finance. It combines financial close, planning, and operational data within a single platform with embedded AI. It is also referred to as an EPM or corporate performance management platform. The platform includes AI agents that are governed by the company's unified data model.

Products

  • OneStream Genesis: A no-code, click-to-configure tool for designing and deploying financial and operational models.
  • Solution Exchange: A marketplace providing solutions customers can download, configure, and deploy to extend the platform.

Used for

  • Forecasting and scenario modeling for planning
  • Aligning financial, sales, workforce, and operational planning
  • Integrating data from ERP, CRM, and other sources
  • Reporting and analyzing financial and operational data through dashboards

From OneStream's own website, read 2026-10-24. How we build listings.

How to evaluate ERP & Financials

This is how the CIOPages Research Team evaluates this category. It is not an assessment of OneStream. It comes from our Enterprise Resource Planning (ERP) buyer guide.

25%
Industry & Process Fit
Out-of-the-box depth for your sector (discrete/process manufacturing, distribution, asset-intensive, services, public sector), last-mile vertical functionality, and how much standard process you can adopt vs. must customize
20%
Financials & Multi-Entity Core
GL, consolidation, intercompany, multi-currency/multi-book, statutory and tax localization for every country you operate in, period-close automation, and audit/controls depth
20%
Supply Chain & Operations
Procurement, inventory, order management, planning (MRP/MPS/demand), manufacturing execution, warehouse, and service/field operations — weighted to whichever your business actually runs on
15%
Implementation & Upgradability
Partner ecosystem depth and quality, pre-configured industry templates, clean-core extensibility (side-by-side vs. modifying the core), and the cadence and disruption of mandatory updates
10%
Extensibility, Integration & AI
Low-code/composition platform (BTP, Power Platform, SuiteScript), open APIs and event integration, embedded AI/agents for close, planning, and procurement, and how far AI is GA vs. roadmap
10%
Cloud Model & TCO Fit
Public multi-tenant vs. private single-tenant, deployment options (cloud/hybrid/on-prem), licensing unit (per-user, consumption, capacity), and total program economics over a decade-long horizon

CIOPages put this listing together from public sources. It’s information, not an endorsement. How we build listings. Work here? Claim this listing or .

Quick Facts

www.onestream.com
CategoryEnterprise Applications
SubcategoryERP & Financials

We publish a detail only when we can point at the page it came from. Know when OneStream was founded or where it is based? Send it to us, free.

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Buyer Guide
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