OneStream (CPM)

OneStream XF: The Unified Platform for All Your CPM Needs

OneStream XF is a modern, unified CPM platform built to handle the full spectrum of financial consolidation, planning, forecasting, reporting and analytics in a single system. By consolidating formerly disparate systems into one extensible architecture, it enables Finance teams to gain faster cycle times, higher data integrity, stronger governance and better analytics capability.

With “CPM Express” — an organization can get benefits from more rapid-deployment, pre-configured version of the platform aimed at simplifying implementation and lowering investment cost.

OneStream - Key Functionalities & Capabilities

  1. Financial Consolidation & Close
    • Handles multi-entity, multi-currency consolidation including inter-company eliminations, minority interests, multiple GAAP (IFRS/US GAAP) reporting.
    • Provides workflow and audit trails for the period-end close process, enabling Finance teams to reduce close cycle time.
    • Single data model ensures actuals, budgets and forecasts all roll up and reconcile in one application.
  2. Planning, Budgeting & Forecasting
    • Supports driver-based planning, rolling forecasts, “what-if” scenario modelling.
    • Enables integration of operational data with financial planning (sales, workforce, cost, cash) for more holistic FP&A.
    • Automation and built-in analytics (including AI/ML) to improve forecast accuracy and detect anomalies.
  3. Reporting, Analytics & Dashboards
    • A unified platform from which Finance can create management reports, statutory reports, dashboards, and perform ad-hoc analysis.
    • Drill-through from high-level financial statements to transactional detail (depending on integration).
    • Integration with Microsoft Power BI and other BI tools (for example via certified connector) to expand analytics.
  4. Data Integration, Quality & Extensibility
    • Pre-built connectors and templates to extract data from ERPs (SAP, Oracle, Microsoft), flat files and other sources.
    • “Extensible Dimensionality™” — meaning the platform supports flexible modelling of dimensions (regions, cost centres, products) without needing to rebuild core architecture.
    • Marketplace of downloadable solutions (often called XF MarketPlace) for additional use-cases: e.g., Account Reconciliations, Cash Planning, People Planning, CapEx Planning etc.
  5. Deployment & Architecture
    • Can be deployed cloud-based or on-premises, giving flexibility to organizations.
    • Optimised for large, complex enterprises with multiple entities, global operations and demanding reporting/regulatory requirements