# Page 2 | OneStream Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is OneStream the right Financial Reporting solution for you? Explore 82 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/153745/OneStream-XF/reviews --- OneStream 4.8 (82) [View alternatives](https://www.capterra.com/p/153745/OneStream-XF/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of OneStream ## Showing most helpful reviews Showing 26-50 of 82 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VA Vanisha A. Human Resources Specialist Human Resources Used the software for: 6-12 months ### "Great Product" December 16, 2024 5.0 The program is worth the money. It serves a great purpose when managing budgets and reporting data and forecasting. Pros The software helps our company make better financial decisions. Cons Nothing I love it! It is very east to use and comes up with solutions fast. Review Source DD Damian D. Senior accountant Accounting Used the software for: 2+ years ### "Great accounts payable software" December 21, 2024 5.0 Pros Fantastic efficient effective payroll software Cons payroll software that's great nothing I can say is bad about it Review Source MP Mrunmayee P. self employed Program Development Used the software for: 1-2 years ### "All-in-One Financial Management" December 14, 2024 4.0 OneStream is a robust platform for streamlining financial processes and reporting with accuracy. Pros Consolidating our financial reports across multiple departments became seamless, saving hours of manual work. Cons Some features feel overwhelming for smaller teams, but it’s excellent for larger organizations. Review Source JC Jérôme C. Analyst Management Consulting Used the software for: I used a free trial ### "Onestream co worker " December 18, 2024 4.0 Pros Good help by AI for finance very helpful to manage big load of information Cons No big trouble could be a bit laggy sometimes Review Source MH Marissa H. Supervisor Retail Used the software for: Less than 6 months ### "Very satisfied " January 16, 2025 4.0 Very useful tool if you want to live stream your videos. I am bit shy person so I record my educational videos in advance, make sure they are ok and then stream them with OneStream Pros The nice thing is I can focus on interacting with viewers and do not have to worry about anything going wrong with my stream. Cons I wish they had option switching between live from camera and recorded video. They say they will have this feature next year. So far I satisfied. Review Source MG Michael G. Senior Director Accounting Used the software for: 2+ years ### "OneStream Platform Review" August 30, 2021 5.0 Pros The platform approach for a unified financial service offering. Cons It is a relatively new offering on the market (about 10 years old) and best practices are still being developed. Managing change across an organization to make the switch can be an obstacle for some organizations, accepting change. Review Source VR Verified Reviewer OneStream Certified Lead Architect Computer Software Used the software for: 2+ years ### "OneStream from an Implementer's Perspective" September 16, 2022 5.0 I have worked with other EPM systems and would choose OneStream every time. The possibilities of what you can do within the platform is quite literally endless. The MarketPlace Solutions allow customers to get as much value out of the tool as they want to. Every single customer that I have implemented for has ended up happy with the software and end up with a solid ROI - especially due to the lower amount of client side manpower needed to maintain the system. Pros OneStream has been able to handle any client requirement that I've been presented with. The flexibility and 'art of the possible' with OneStream is unparalleled in the EPM space. Cons The excel add-in gets the job done for sure, but is not the most user friendly tool. This is typically the hardest piece to train users on and have the most complaints from. Review Source VR Verified Reviewer Senior Consultant Information Technology and Services Used the software for: 2+ years ### "Powerful, flexible and " January 16, 2021 5.0 Pros You can incorporate all your Financial Close and FP&A activities in a single unified platform using OneStream. As you integrate different processes within the application you extend and reuse than starting again for each implementation. Customer service and support is incredible, upgrades can be performed within hours and the OneStream Marketplace contains over 50 genuine value-add solutions including Account Reconciliations and Speciality Planning tool. Combine all that and you have the most comprehensive CPM tool on the market. Cons OneStream is an extensive platform and organisations that implement it need to take the time to understand what the product represents and invest in the right people to administer and maintain it. Alternatives considered [SAP Business Planning and Consolidation](https://www.capterra.com/p/171122/SAP-BPC/) Review Source LLK Luvo Luke K. Managing Director Accounting Used the software for: 2+ years ### "An excellent software!" September 2, 2022 4.0 OneStream simplifies many business and accounting tasks saving a lot of money. Pros I loved its Asset Planning and Balance Sheets components. Cons There’s no free trial for new users to test drive the product. Review Source JM Jacqueline M. Senior Consolidations and Financial Reporting Analyst Mining & Metals Used the software for: 2+ years ### "Began as a user, now I'm an implementer." July 6, 2020 5.0 At Prince we implemented quite a few OneStream solutions. The great thing about this product is that it is all on one Platform. You don't have to purchase multiple software licenses because this software does it all. I loved working with the software so much that I left my position at Prince to pursue a career in OneStream software implementation. I went to my first OneStream conference and definitely drank the Kool-Aid. Everything about this company and product made me want to get more and more involved. I love how OneStream is constantly working on improvements the better meet their customers' needs. Pros This software completely revolutionized the Consolidation and Financial Reporting process. When I first started working at Prince, they were finishing up the OneStream implementation. The timing couldn't have been better for me. When I reviewed the prior months excel workbook used for consolidations and currency translations, it was such a nightmare. I had to open up to 10 workbooks just for the values to show up. Each of those workbooks took what felt like forever to open and would often freeze up my entire computer. Cons There were times that we would provide data to various members of the organization. Often times they would want to pivot on the detail provided. It would have been great if the row dimension type would show up on the same row as the column headers to make for easier pivoting and filtering. Other than that, this software was a God Send. Review Source OD Oksana D. Financial Planning Supervisor Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Planning Implemenation" June 5, 2019 5.0 The experience had been one of learning and embracing the new solution. Pros The software is a unified CPM platform and it's up to the customer to implement the variety of solutions which are included. The features, functionalities and cost structure (overall cost and licenses) were the main advantages for us and why we moved forward with OneStream. At the current moment we have only implemented the Planning solution, along with a daily revenue solution and a profitability solution. The customer service from the OneStream support team cannot be matched. The upgrade process is seamless and requires little or no work on our part (we are in the cloud). Cons It was a learning experience and took time for us to get used to the differences between Hyperion and OneStream. We were used to the various excel functionalities in SmartView which the OneStream Addin did not offer when we first started the implementation. But we were happy to see that OneStream listened to our suggestions for improvements and included them in upcoming releases. Overall, we are happy with our decision and look forward to implementing other solutions. In addition, we partnered with Archetype Consulting and they have been wonderful in guiding us through the implementation, transition and training processes. Review Source RG Rob G. Director, FP&A Automotive Used the software for: 1-2 years ### "A complete software suite to help drive your organization!" June 5, 2019 5.0 As a user for just under two years, the overall experience I've had with the software and the team has been exceptional. And this extends to the user community as well -- it was amazing the number of times I heard "welcome to the family!" during the user-conference, but I definitely felt that way! While focused primarily on consolidations and part profitability, we have big plans to further expand OneStream to allow stronger analytics in guiding us towards future growth and profitability. Pros The software is very intuitive and easy-to-use, but the ability to expand into different organizational "needs" is facilitated by a company that is willing to listen to the needs of their customers, and respond quickly to put those needs into production! From basic consolidations, tracking of capital expenditures & headcount, and strategic planning modules (among many others!), OneStream XF gives users the ability to address their immediate needs while giving them capabilities for future expansion. Cons As more of an "end user" on the financial side (not I.T.), the only issue I faced was the speed of consolidating data. But note that this is based on a previous version of the software, with the newest release (based on the Splash! user-conference in May 2019) having addressed some of this issue. Another example of the company's willingness to listen and respond! Review Source OC Oscar C. IT Solution Manager Industrial Automation Used the software for: 2+ years ### "Onstream from IT perspective" September 22, 2022 5.0 Overall is a great software definitely an industry leader in Finance software. Pros The technology is great the seamless integration with excel is one of the most liked features in Onestream from the user's feedback along with consolidations, reports, etc. Cons no that i dislike but the performance some times is a concern. Alternatives considered [Oracle Hyperion Planning](https://www.capterra.com/p/233326/Oracle-Hyperion-Planning/) Reason for choosing OneStream Technology easy concepts and workflows Review Source ST Stephen T. VP Corporate Controller & CAO Oil & Energy Used the software for: 1-2 years ### "The next generation of CPM software" June 5, 2019 5.0 Primarily driving consistency and accuracy across the company on financial reporting, budgeting and forecasting and eliminating all the shortfalls of maintaining those processes in MS Excel. Future vision to implement Account Reconciliations, People Planning, Capital Planning, Sales Planning and Task Manager. Pros The software really is simple to use, user adoption is very fast and for one price you get for multiple products (consolidations, planning/forecasting, account recs, capital planning, etc...) Cons I have not found anything currently that I do not like about the software. Alternatives considered [Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/) Reason for choosing OneStream Prophix seemed ok but not alot of big customers so not sure it would be around long term. Hyperion seems to have fallen behind in their product development plus the cost of infrastructure to run it would have been prohibitive. Neither Prophix or Hyperion had account reconciliations so would have need to purchased another software package which would need integration and additional cost. Review Source KKS Kishore Kumar S. Assistant Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "OneStream application review" March 14, 2023 5.0 All the functions are really a new experience and to the trend to market this is the best tool with lots of information deep inside available for One Stream admin and users. Pros Forms, cube views, origin, fx rates, dashboard. Cons Not so user friendly or to keep in mind simple process options to proceed. Review Source KC Kathryn C. Lead Systems Analyst Insurance Used the software for: 6-12 months ### "One application that does it all" June 5, 2019 5.0 Pros OneStream is the most flexible platform I've worked with that enables customers to extend it for an infinite number of uses. The number of solutions that can be built using the platform is unlimited, and the MarketPlace is growing with new solutions all the time. We have a large number of niche applications, each performing a specific purpose, but with OneStream we are already seeing that we can migrate from those other niche software systems to one unified and integrated platform. We are excited to see where we'll go with OneStream XF, and we're especially excited for the new BI dashboarding tools that are currently in development. Cons The only downside to OneStream XF that I've encountered is with scheduling - reports, integrations, etc. While a couple of solutions are available (Postal Service, Powershell scripts) it would be nice to have an integrated scheduling tool accessible within the app via a frontend dashboard or other page so we could manage the scheduling and distribution of reports. The option to push data versus pull data is a big requirement for us; our software users prefer not to have to go looking for data, and the Powershell scripts that we currently use to schedule integrations and file loads are not user friendly. Review Source NW Nathan W. Manager - Global Consolidations & Reporting Chemicals Used the software for: 2+ years ### "OneStream XF" June 5, 2019 4.0 Overall, OneStream has provided a significant benefit to our company. It's a simple, dynamic tool that provides a good end-user experience. It has helped us to speed up our close process and provides great analytical tools for users. Pros From an administrator point of view, the software is extremely flexible and for the most part does not require computer language skills. Almost any report can be created and shown in different ways. The software is extremely dynamic and provides a positive end-user experience if built out correctly. Cons There have been a few minor bugs(Account Reconciliation Manager). While the end-user experience is great for most users, it is difficult to implement on a large scale (100+ users, frequent turnover) due to training. Every application is different, so general training documents are not always applicable. Pulling activity instead of balances is possible, but seems to have caused a few headaches as it's not common. Review Source Manish A. onestream lead Mechanical or Industrial Engineering Used the software for: 1-2 years ### "One stream - Market leader" December 13, 2022 4.0 We are solving planning and close solution. Pros Dashboard and reporting with Blending feature. Cons People planning and customization .Also, few market place solution Review Source CM Catherine M. Senior Systems Implementation Lead Mining & Metals Used the software for: 2+ years ### "Consolidate without excel" July 17, 2020 5.0 We had the pleasure to have a great developer that was so knowledgeable, available and genuinely interested to follow and support our growth in using OneStream. He made us feel part of the great adventure that will change our ways of reporting. Pros Ease of use and endless customization and development possibilities as your company grows. We have multiple entities in 5 different countries with different currencies and ERP. OneStream's capacity of customizing our translation process to our different operations. We also have non-controlling interests in some entities and again the ability to customize the formulas was a big winning point. Cons The interface look is not modern enough to my taste but nothing major. Reason for choosing OneStream Being in the mining industry, some part of our accounting is particular and the customization that OneStream offers made it the most appealing. Review Source Larry M. President Financial Services Used the software for: 2+ years ### "OneStream implementation review" October 15, 2020 5.0 Pros OmeStream is the updated product that most of the others wish they were. Some of the legacy competitors have stopped innovating. Here's an integrated product that's taken off from where they left off. Cons OneStream does take professional implementation. Review Source PL Philip L. EPM specialist Information Technology and Services Used the software for: 2+ years ### "system with many possibilities and great flexibility" January 27, 2022 4.0 We are an expanding company and Onestream helps in streamlining the reporting process. Pros System has many possibilities to meet reporting needs. Cons Due to its many possibilities and flexibility it is also a bit complex when you need to troubleshoot. Review Source EA Evan A. Senior Associate Computer Software Used the software for: 2+ years ### "OneStream Partner" March 9, 2022 5.0 Pros I am at a firm that is a diamond partner with OneStream. I am a huge proponent of the tool, and swear by it! Cons A few pain points with OneStream are related to documentation. There is little to no documentation on marketplace solutions at a level that is useful for a consultant to build off of. Review Source RC Ruben C. Consultant Financial Services Used the software for: 2+ years ### "Next Step in Finance!" September 16, 2021 5.0 Pros OneStream is a solution for more then just one part of the finance department, it really optimises the total department. Cons I think it should be HTML based for a better use on mobile devices. Review Source MV Michael V. Consultant Financial Services Used the software for: 2+ years ### "Best Software out there!" November 10, 2022 5.0 Pros How easy it is to use out of the box and the dimensionality that makes it so versatile Cons There are a few items that could use functionality updates Review Source PO Phillip O. Accounting Systems Manager Building Materials Used the software for: 1-2 years ### "OneStream is AWESOME!!" June 5, 2019 5.0 Consolidations. Intercompany is a breeze compared to Hyperion. Pros All your data is in one place and you add programs on to the initial installation. For instance, setup OneStream for Actuals and Consolidations and adding Account Reconciliation is just add an app from the store. No separate set of licenses or copying data from one program to another. Cons More training offered. I'm not able to find much of any classes offered locally for reporting or calculations. Most of the training has to be done at headquarters and I haven't found a reporting training class anywhere. Reason for choosing OneStream I wasn't here when the decision was made, but I think it was mainly the ability to add apps onto the existing installation instead of having to pay for a separate set of licenses and maintain multiple databases. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.