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EPM solution monitored by Pilotia

Onestream

OneStream is a unified EPM platform focused on financial consolidation, close, planning and group reporting. It is designed for finance departments seeking to harmonize data from multiple management systems, with a high level of control, traceability and governance.

Onestream

Key strengths

  • Integrated coverage of statutory and management consolidation: currencies, ownership interests, intercompany eliminations, journal entries and reporting.
  • Structured financial close, with task and process management, account and transaction reconciliations, as well as a detailed audit trail.
  • Comprehensive financial planning: budgeting, rolling forecasts, simulations, driver-based planning, and top-down or bottom-up approaches.
  • Ability to bring together financial, operational and non-financial data, particularly for ESG planning and reporting.

Where this solution fits

  • Multi-entity, multi-management-system groups seeking a common financial repository.
  • Finance departments subject to stringent close, consolidation, compliance and traceability requirements.
  • EPM tool, Excel file and dispersed specialist solution rationalization programs.
  • Organizations with structured finance and data governance, capable of carrying out a phased deployment.

Points to validate

  • Significant scoping and configuration requirements for master data, business rules and processes.
  • Check which modules are included in the offering, particularly reconciliations, tax and ESG.
  • Should be assessed carefully for highly specialized operational planning, particularly supply chain planning.
Pilotia publications

Our articles about Onestream

News, analysis and use cases published by Pilotia about this solution.

OneStream strengthens its financial AI for federal agencies
@News · 07/09/2026

OneStream strengthens its financial AI for federal agencies

OneStream integrates SensibleAI Forecast and SensibleAI Studio into its FedRAMP High environment for federal agencies using Government Community Cloud. They can apply AI to their financial data for forecasting, planning, close, reporting and analysis, while maintaining governance, traceability and security in a single environment.

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OneStream launches a new community platform for its users
@Innovations · 07/07/2026

OneStream launches a new community platform for its users

OneStream launches a new Community to facilitate interaction between clients, partners and finance experts. The modernized platform centralizes technical resources, discussions, training and best practices, with AI-assisted search, universal tags, simplified navigation and content in French. It supports adoption and skills development on the CPM solution.

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OneStream Opens Its Financial AI to ChatGPT, Claude and Copilot
@Innovations · 20/05/2026

OneStream Opens Its Financial AI to ChatGPT, Claude and Copilot

OneStream announces the Finance Agentic Layer, an open layer that connects ChatGPT, Claude or Copilot to its platform’s governed financial data. Users can obtain analyses, dashboards and projections in natural language, while permissions, authentication, auditability and control remain enforced. A Forecast Agent complements the offering.

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