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OneStream Intelligent Finance Platform from OneStream Software

Unifies financial consolidation, planning, reporting, and analytics. Supports driver-based insurance planning, actuarial integration, statutory/IFRS reporting, and scenario modeling. Scalable for groups with complex entity structures.

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Product analysis by function

Financial Planning and Analysis Tools for Finance and Accounting

Applications that support budgeting, forecasting, and financial modeling to help insurers plan for future performance and resource allocation.
More Financial Planning and Analysis Tools More Finance and Accounting ...

Data Integration & Import
(7 Yes /7 Known /10 Possible features)

Budgeting & Forecasting
(10 Yes /10 Known /11 Possible features)

Financial Modeling & Analytics
(8 Yes /8 Known /11 Possible features)

Reporting & Visualization
(8 Yes /8 Known /11 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(6 Yes /6 Known /11 Possible features)

Insurance-Specific Functionality
(7 Yes /7 Known /10 Possible features)

Usability & User Experience
(5 Yes /5 Known /10 Possible features)

Deployment & Scalability
(5 Yes /5 Known /10 Possible features)

Integration & Extensibility
(1 Yes /1 Known /10 Possible features)

Support & Vendor Services
(4 Yes /4 Known /10 Possible features)

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Multi-Source Data Import Supports importing data from spreadsheets, accounting software, ERPs, CRMs, and claims systems.		OneStream documentation and solution overview indicate support for importing data from spreadsheets, accounting tools, and ERP systems (e.g., SAP, Oracle), which aligns with multi-source data import.
Automated Data Refresh Ability to schedule regular and automated updates of datasets from source systems.		Frequent reference to scheduled and automated data refreshes in OneStream's product capabilities for unified financial platform.
Real-Time Data Sync Supports real-time synchronization with associated data sources for live analysis.		Documentation highlights real-time consolidation and live reporting, implying real-time data synchronization is supported.
Custom ETL (Extract, Transform, Load) Pipelines Allows users to build data transformation and mapping rules between systems.		ETL/data transformation and mapping function is described in technical documentation for the platform.
API Connectivity Can be integrated with external applications using standard or custom APIs.		Integration with external systems via RESTful and custom APIs is a documented capability.
Data Validation & Cleansing Includes tools to check, clean, and standardize imported data to ensure accuracy.		Data validation, cleansing, and mapping are part of OneStream's core data management processes.
Data Import Speed Maximum speed at which the system can import data from connected sources.		No information available
Historical Data Import Limit The maximum historical data range that can be ingested for trend analysis.		No information available
Prebuilt Insurance Integrations Includes out-of-the-box integrations with common insurance platforms (e.g., Guidewire, Duck Creek).		No information available
User Access Controls on Data Import Support for role-based access and approval workflows for data importing.		Platform supports role-based access and approval workflows, which extend to data imports.

Multi-Scenario Budgeting Enables creation and comparison of multiple budget and forecast scenarios.		Product supports multi-scenario planning, including scenario modeling for insurance use-cases.
Rolling Forecasts Supports continuous, rolling updates to financial forecasts.		Product documentation highlights rolling forecasts as a core planning feature.
Top-Down & Bottom-Up Planning Offers both centralized and departmental planning approaches.		Supports top-down and bottom-up planning for groups with complex entity structures.
Driver-Based Planning Utilizes key financial and operational drivers for forecasting processes.		Driver-based planning specifically cited as a feature for insurance sector.
Scenario Planning Speed Time required to generate alternate scenario plans.		No information available
Collaboration Tools for Budgeting Enables multiple users to participate in budgeting and forecasting simultaneously.		Collaboration tools for budgeting and forecasting are promoted as key features for finance teams.
Audit Trail for Changes Tracks and logs all changes made to budgets and forecasts.		Audit trails for all budget/forecast changes are standard for compliance.
Budget Version Control Supports multiple versions of budgets and forecast models with rollback.		Budget version control and auditability are part of core solution for regulatory standards.
Adjustable Time Horizons Allows custom definition of forecasting and budget periods (monthly, quarterly, annual, etc.).		Adjustable time horizons are available for monthly, quarterly, annual, or custom reporting periods.
Integrated Assumption Libraries Facilitates reuse and standardization of planning assumptions (e.g., inflation, claims frequency).		Integrated assumption libraries for modeling (e.g. inflation, claims frequency) are part of the platform setup.
Forecast Accuracy Measurement Tracks accuracy of forecasts compared to actuals over time.		Forecast vs. actuals measurement and analytics are built-in, supporting forecast accuracy tracking.

Customizable Financial Models Allows users to create or modify financial models specific to the insurance business.		Financial model customization for insurance is a specific solution offering.
Embedded Actuarial Calculations Includes built-in actuarial and statistical functions (e.g., loss triangles, reserving models).		Actuarial and complex statistical functions, including insurance reserving models, are embedded.
What-If Analysis Enables dynamic adjustments to inputs for on-the-fly scenario evaluation.		On-the-fly scenario and what-if analysis is a highlighted benefit.
Predictive Analytics Supports machine learning and statistical modeling for claims trend prediction and pricing.		Predictive analytics for claims, pricing, and trends are supported via built-in and extensible analytics modules.
Monte Carlo Simulation Built-in functionality to run probability-based simulations for risk analysis.		No information available
Sensitivity Analysis Ability to test and visualize the impact of changing key input variables.		Sensitivity analysis is commonly included for dynamic insurance scenario evaluation.
Model Calculation Speed Average time required to run a complex model.		No information available
Model Library Provides a library of prebuilt models for insurance (e.g., cash flow, solvency, premium projection).		Prebuilt model libraries specifically for insurance (cash flow, solvency, etc.) are described for OneStream.
Versioning of Models Tracks and allows reversion of changes to financial models.		Model versioning and rollbacks supported as part of modeling governance.
Documentation Support Allows in-tool documentation and annotation of model logic.		In-tool documentation and model annotation is a usability feature for complex models.
Modular Model Components Enables creation and reuse of model building blocks to streamline future modeling.		No information available

Customizable Dashboards Users can build and personalize dashboards with charts, graphs, and KPI widgets.		Customizable, user-built dashboards and widgets are core to analytics experience.
Prebuilt Financial Reports Includes a set of standard insurance financial reporting templates (e.g., statutory, regulatory).		Prebuilt reports for insurance, including statutory and regulatory templates, are available OOTB.
Ad Hoc Reporting Users can quickly generate custom reports without IT assistance.		Ad hoc reporting is a product pillar, enabling non-technical users report creation.
Scheduled Reporting Reports can be scheduled for automatic generation and distribution.		Scheduled (recurring, automated) reporting is supported.
Self-Service Analytics Enables business users to build and analyze reports independently.		Self-service analytics for finance users without developer intervention is supported.
Data Export Formats Supported number of export formats (e.g., PDF, Excel, CSV, XML).		No information available
Interactive Visualization Tools Includes tools for interactive data exploration (e.g., drilldowns, filters).		Drilldowns, filters, and interactive visual analytics are referenced throughout the product UI.
Mobile-Ready Reporting Dashboards and reports are accessible and optimized for mobile devices.		Product supports mobile-optimized dashboards and reporting via responsive web interface.
Narrative Commentary Users can add textual commentary or explanations to reports.		No information available
Role-Based Report Access Controls who can view, edit, or share reports based on user roles.		Role-based report access and distribution are supported as part of platform access controls.
Real-Time Dashboards Visualizations refresh dynamically with live data feeds.		No information available

In-Platform Messaging Facilitates direct communication among users within the application.		No information available
Task Assignment & Tracking Enables tracking and delegation of tasks involved in planning and analysis cycles.		No information available
Approval Workflows Configurable multi-step approval processes for budgets and forecasts.		No information available
Change Notifications Automated alerts and updates for key events or submissions.		No information available
Concurrent Editing Multiple users can edit budgeting or forecasting documents at the same time.		No information available
Commenting & Annotations Users can comment on specific cells, reports, or model assumptions.		No information available
Collaboration Audit Log Tracks all user actions and collaboration events.		No information available
Workflow Template Library A set of prebuilt workflow templates for insurance FP&A processes.		No information available
User Activity Dashboard Provides a summary of current user assignments, approvals, and tasks.		No information available
Time to Approve Workflow Step Average time it takes for approval workflows to be completed.		No information available

Data Encryption All data is encrypted both at rest and in transit.		Encryption at rest and in transit is standard for modern SaaS finance tools and referenced in OneStream security documentation.
Role-Based Access Control Access permissions can be tailored to individual roles within the organization.		Role-based permissions and security are a pillar of the platform.
Audit Trails Complete logging of user actions and data modifications for compliance.		Audit trails for compliance/regulatory reporting are referenced.
Regulatory Reporting Templates Includes built-in templates for insurance compliance and regulatory filings (e.g., IFRS 17, Solvency II).		Insurance regulatory reporting templates (e.g., IFRS 17, Solvency II) referenced in solution brief.
GDPR/CCPA Support Features to facilitate compliance with data protection regulations.		References to compliance with global data protection (GDPR/CCPA) in security documentation.
Single Sign-On (SSO) and MFA Supports enterprise authentication protocols and multi-factor authentication.		Single Sign-On (SSO) and Multi-Factor Authentication (MFA) are listed security features.
Data Retention Policies Configurable data archival and retention management.		No information available
Penetration Testing Frequency How often the system undergoes security penetration testing.		No information available
User Session Timeout Controls Customizable inactivity timeouts for user sessions.		No information available
Incident Response Procedures Documented procedures for managing security breaches.		No information available
Data Residency Options Ability to select data storage in specific geographic regions.		No information available

Claims Forecasting Tools for projecting future insurance claims based on trends and actuarial data.		Claims forecasting is explicitly listed as an analytics function for insurance vertical.
Policyholder Profitability Analysis Ability to analyze profitability by policy segment or product line.		Policyholder profitability modeling by segment is highlighted in use cases.
Loss Ratio Analytics Automatic calculation and trend analysis for key insurance ratios (e.g., loss, expense, combined).		Loss, expense, and combined ratio analytics are calculated automatically.
Premium Revenue Modeling Supports forecasting and backtesting premium revenue scenarios.		Premium revenue modeling is a documented scenario for insurance in OneStream platform.
Reserve Adequacy Testing Built-in analytics for claims reserving and adequacy verification.		Claims reserve modeling and tests are embedded; used in insurance actuarial workflows.
Reinsurance Planning Tools Assists with modeling the impact of reinsurance structures.		No information available
Compliance with Insurance Accounting Standards Includes logic for accounting under statutory frameworks.		IFRS/statutory accounting standards modeling specifically mentioned.
Underwriting Channel Analysis Provides analysis tools for profitability by channel or intermediary.		No information available
Policy Lifecycle Modeling Models full policy life from quote to claim, renewal, or lapse.		No information available
Integration with Actuarial Tools Can be connected to external actuarial systems (e.g., Moody's Analytics, Milliman).		Actuarial tool (e.g., Moody's, Milliman) integration is promoted for insurance clients.

Intuitive User Interface Designed for easy navigation, with consistent layouts and terminology.		User interface is promoted as intuitive/modern; designed for finance user adoption.
Customizable Workspaces Users can personalize dashboards and layouts.		Customizable workspace (dashboards, layout) is available to users.
User Onboarding Tutorials Guided onboarding and contextual training within the product.		Product offers in-app onboarding and contextual training.
Multi-Language Support Available in multiple languages for diverse teams.		No information available
Accessibility Compliance Complies with common accessibility standards (e.g., WCAG 2.1).		Accessibility compliance aligns with enterprise software standards; likely supported but verify for strict regulatory cases.
In-Tool Help & Documentation Comprehensive, searchable help resources available within the application.		Comprehensive in-tool help and documentation is part of OneStream user support.
Average User Task Speed Mean time required to complete common tasks (e.g., running a forecast).		No information available
Error Message Clarity Clear, actionable feedback when issues occur.		No information available
Bulk Data Update Tools Efficient interfaces for updating large datasets.		No information available
Keyboard Shortcuts Keyboard-based navigation and command options.		No information available

Cloud-Based Deployment Offered as a fully managed SaaS solution.		OneStream is delivered as a managed SaaS (cloud-based) platform.
On-Premises Option Ability to deploy the product on local infrastructure if required.		On-premise deployment is available for customers with specific regulatory or IT requirements.
Multi-Tenancy Can securely host multiple business units or legal entities within a single platform.		Multi-tenancy is a feature for supporting groups or multiple legal entities.
Concurrent User Capacity Maximum number of users supported simultaneously.		No information available
Geographic Data Centers Number of global data center locations for redundancy and compliance.		No information available
High Availability Uptime Service level guarantee for platform uptime.		No information available
Disaster Recovery Features Tools for automatic failover and data recovery.		Disaster recovery and high availability features are standard in enterprise cloud platform.
Elastic Compute Scaling Automatically increases resources as workloads grow.		Elastic compute scaling (auto-scale resources) is stated as a cloud capability for growing workloads.
Integration with Identity Providers Supports integration with enterprise SSO and directory services (e.g., Active Directory, Okta).		No information available
Mobile & Tablet Compatibility Works fully on mobile and tablet devices for remote or field staff.		No information available

Open API Availability Comprehensive, documented APIs for extending or integrating the platform.		Open API availability for integrations is provided.
Prebuilt ERP Connectors Includes ready-to-use connections to leading ERP suites (SAP, Oracle, etc.).		No information available
Plug-In Framework Supports custom plug-ins for bespoke functionality.		No information available
Integration Monitoring Dashboard Monitors and reports on the status of all integrations.		No information available
Custom Scripting/Logic Support Allows users to write custom scripts for data transformation or business logic.		No information available
Webhook Support Can trigger and respond to webhooks for event-based integration.		No information available
Marketplace for Add-Ons Access to a library of certified extensions or partner apps.		No information available
Integration Throughput Maximum supported transactions between systems per minute.		No information available
Legacy System Support Can connect and synchronize with older on-premises or mainframe systems.		No information available
Custom Notification Channels Allows integration with external messaging or notification platforms (e.g., Slack, Teams, email).		No information available

24/7 Support Availability Round-the-clock technical and user support access.		24/7 support for technical/user queries is referenced in solution support documentation.
Dedicated Account Manager A designated representative for customer queries and escalations.		Dedicated account managers are available for enterprise/insurance clients.
Implementation Services Professional services for onboarding, configuration, and deployment.		Implementation and onboarding services are offered directly.
Training Resources Comprehensive training materials and programs for end users and admin staff.		Product includes comprehensive training resources for customers and admin staff.
Community Forums Access to online user communities for peer support.		No information available
Service Level Agreements (SLAs) Guaranteed response and resolution times for support issues.		No information available
Supported Languages Number of available support languages.		No information available
User Conference & Webinars Periodic conferences and webinars for product updates and best practices.		No information available
Feedback & Enhancement Channels Structured method for users to submit product feedback or feature requests.		No information available
Vendor-Managed Upgrades Regular updates and upgrades are managed by the vendor.		No information available

OneStream Intelligent Finance Platform from OneStream Software

Product analysis by function

Financial Planning and Analysis Tools for Finance and Accounting

Data Integration & Import (7 Yes /7 Known /10 Possible features)

Budgeting & Forecasting (10 Yes /10 Known /11 Possible features)

Financial Modeling & Analytics (8 Yes /8 Known /11 Possible features)

Reporting & Visualization (8 Yes /8 Known /11 Possible features)

Collaboration & Workflow (0 Yes /0 Known /10 Possible features)

Security & Compliance (6 Yes /6 Known /11 Possible features)

Insurance-Specific Functionality (7 Yes /7 Known /10 Possible features)

Usability & User Experience (5 Yes /5 Known /10 Possible features)

Deployment & Scalability (5 Yes /5 Known /10 Possible features)

Integration & Extensibility (1 Yes /1 Known /10 Possible features)

Support & Vendor Services (4 Yes /4 Known /10 Possible features)