SOLUTION // EPM
OneStream
saason-premiseUnified platform covering consolidation, planning, reporting and analytics. NASDAQ-listed since 2024. Dual Gartner Leader (Financial Planning + Financial Close). 1,700+ clients including 15% of Fortune 500. Statutory consolidation reference.
GLOBAL SCORE
3.9
Top 2 Enterprise Performance Management (EPM)Strengths and weaknesses
Detailed evaluation across 40 criteria
Vendor vision and market positioning 4.7
'Operating system for modern finance' vision. Massive AI investment and Solution Exchange (100+ solutions).
Dual Gartner MQ 2025 Leader (Financial Planning + Financial Close). Rare in the market. BARC 2nd in satisfaction.
1,700+ clients including 15% of Fortune 500. NASDAQ-listed. 280+ partners. Strong growth.
Functional capabilities 4.2
Solid planning with multi-scenarios and pre-built solutions. Less ad-hoc flexibility than Anaplan but more structured.
Powerful engine with flexible Business Rules. Requires technical skills (scripting).
People Planning solution via Solution Exchange. Well integrated with unified platform.
Operational coverage less deep than Anaplan. No native demand/supply chain planning at same level.
Market reference. G2 score 9.4. Multi-entity, multi-currency, IFRS/US GAAP. Complete audit trail.
KPI monitoring, scorecards via Solution Exchange. Strategic alignment supported by unified platform.
Integrated reporting with drill-down. Less visual than Board but deeper on regulatory financial reporting.
Robust approval workflows, complete audit trails, native governance. Consolidation heritage.
Granular access control by entity, scenario, time. Governance integrated at core.
Smart Integration Connector, pre-built SAP S/4HANA connector. Solid but legacy integrations require work.
Technical fit 4.2
SSO, SAML, MFA. Azure exclusive. FedRAMP Moderate Authorized.
Azure, encryption, exhaustive audit trail. SOC 2, FedRAMP. Governance at core.
Performant Relational Blending architecture. Some feedback on slowdowns with very large volumes.
ERP (SAP, Oracle, Dynamics), CRM (Salesforce), HCM. Solution Exchange extends capabilities.
Support 9.2/10 G2. Positive feedback on responsiveness. Proactive customer success.
Decent documentation but less rich than Anaplan. More recent community.
Solution adoption 3.5
Functional interface but steep learning curve. UX lagging behind modern solutions.
Solid and mature Excel add-in and SmartView. Good complement for finance teams.
Decent integrated dashboards but lagging behind Board or SAP SAC.
1,700+ clients including 15% of Fortune 500. Solid and diversified enterprise base.
Relies on 280+ partners. OneStream training and certification resources available.
Significant curve for admins/developers. End-user adoption facilitated by Excel.
Vendor robustness 4.5
NASDAQ (OS). Complete financial transparency. Sustained growth.
1,700+ clients, 15% Fortune 500, 280+ partners. Multi-industry.
Regular releases, expanding Solution Exchange. Visible AI innovation.
Positive feedback. Free Solution Exchange for active clients. Partnership model.
Solution deployment 3.0
Complex implementation. 6-12 months for consolidation + planning. Specialized consultants needed.
Certifications available. Platform complexity requires significant training investment.
Smart Integration Connector, REST APIs, pre-built connectors. Open architecture.
280+ partners but growing market. Specialized profiles less numerous than Anaplan or Oracle.
Legal and contractual terms 3.0
Standard enterprise T&Cs. Data ownership assured.
Per-user licensing, flexible by role. Multi-year commitment common but negotiable.
Pricing and costs 2.6
High-end but more predictable than Anaplan. $40-80K/yr mid-market, $150K-500K+/yr enterprise.
Heavy implementation. BARC 4th in price/value, 8th in project duration.
Unpublished but per-user model more readable than Anaplan's workspace volume.
Azure cloud and on-premise. Migration possible without reimplementation.
Free Solution Exchange (positive). But significant consulting and maintenance costs.
Recommended use cases
- Complex regulatory statutory consolidation (multi-GAAP, multi-currency)
- Unification of consolidation + planning on a single platform
- Large enterprises in finance, industry and services
About OneStream Software (NASDAQ: OS)
Vendor: OneStream Software (NASDAQ: OS)
Headquarters: Birmingham, MI, USA
Founded: 2010
Deployment: saas, on-premise
Category: Enterprise Performance Management (EPM)
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