What OneStream Software does

OneStream Software is an enterprise finance management software company that delivers a unified platform for financial close, consolidation, planning, forecasting, reporting, and ESG planning. The platform is built entirely on the Microsoft technology stack and runs on Microsoft Azure, combining financial and operational data in a single data model to eliminate the fragmented point-solution stacks common in large multi-entity finance organizations. OneStream extends this core through three differentiated layers: a no-code Genesis configuration framework, an AI portfolio (SensibleAI Forecast, SensibleAI Studio, and SensibleAI Agents) purpose-built for finance with embedded governance, and a Finance Agentic Layer using open Model Context Protocol that provides governed, audited access to financial data from third-party AI agents such as Copilot, Claude, ChatGPT, and Gemini. The platform is FedRAMP High-certified and supports 250+ ERP, CRM, and data source integrations including SAP, Oracle, Workday, Power BI, Tableau, and a newly launched Snowflake connector.

OneStream sells primarily to enterprise finance organizations — CFOs and their teams — operating complex multi-entity environments, with named customers including Comcast, Cox Enterprises, General Dynamics, Costco, Nasdaq, Capital One, Toyota, UPS, KLM, Polaris, VodafoneZiggo, and Vima Foods across diversified verticals. The company reports over 1,800 customers including 18% of the Fortune 500, approximately 1,600 employees as of May 2026, and FY2025 revenue of $601.9 million (up 23% year-over-year) with Q4 2025 revenue of $163.7 million (up 24% YoY) and FY2024 ARR of $568 million.

The company operates an enterprise SaaS subscription model with quote-based annual contracts and a land-and-expand motion across modules. Distribution combines direct enterprise field sales, the Microsoft Marketplace, and a tier-1 partner ecosystem including PwC, Finit (with a dedicated SensibleAI practice), and a three-year expanded strategic partnership with Microsoft that was recognized with Microsoft's 2025 SDC Partner of the Year award. The company was founded in 2010 in Michigan, scaled under KKR ownership from 2019, went public on Nasdaq in July 2024 at approximately a $4.6 billion valuation, and was taken private by Hg Capital in April 2026 in a $6.4 billion all-cash transaction at $24.00 per share, with General Atlantic and Tidemark as minority co-investors and a $1.4 billion private credit facility financing the deal.

Name

OneStream Software

Legal name

OneStream, Inc.

Website

https://onestream.com

Company type

Private

Founded year

2010

Operating status

Acquired

Headcount range

1,001–5,000 employees

Short description

OneStream Software provides a unified enterprise finance management platform covering financial close, consolidation, planning, forecasting, and AI-driven analytics, built on Microsoft Azure. It serves over 1,800 enterprise customers including 18% of the Fortune 500 across diversified verticals.

Ownership category

akta.pro rank

Product category

Enterprise Performance Management (EPM) Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data Platform (Unified Data & Analytics) Suites (HDAEABAD)

akta.pro secondary industry

Data & Analytics Platforms (Data Warehousing, Lakes, Streaming) (HDABAAAF)

Keywords

• Enterprise performance management
• Financial consolidation software
• Financial planning analysis
• Corporate performance management
• AI finance platform

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Enterprise SaaS Subscriptions: OneStream generates revenue primarily through enterprise SaaS subscriptions. Customers pay recurring subscription fees for access to the unified finance management platform, including modules for financial close, consolidation, planning, forecasting, and AI-powered capabilities. Pricing is typically structured per entity, user, or module, with annual contracts. The company operates on a subscription/recurring revenue model with land-and-expand dynamics as customers add users and modules over time.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

OneStream Software develops and sells a unified enterprise finance management platform that combines financial close, consolidation, planning, forecasting, reporting, and operational data in a single source of truth. The platform runs entirely on the Microsoft technology stack on Azure and includes purpose-built Finance AI capabilities (SensibleAI portfolio) for forecasting, anomaly detection, and autonomous agents. It serves large enterprise CFOs and finance teams with complex multi-entity financial environments through modular subscription offerings.

Product overview

OneStream Software offers a unified enterprise finance management platform that serves as the AI operating system for modern Finance. The core OneStream Platform seamlessly integrates financial close, consolidation, planning, reporting, and operational data through a single data model. The platform is built on Microsoft technology stack running on Azure. The AI portfolio includes SensibleAI Forecast (predictive forecasting), SensibleAI Studio (anomaly detection and analytics), and SensibleAI Agents (autonomous finance agents including Finance Analyst, Search Agent, Deep Analysis, and Forecast Agent). Additional modules include Modern Financial Close with account reconciliations, transaction matching, and journal entry management; ESG Planning & Reporting; compliance solutions supporting US GAAP, IFRS, and SOX; and comprehensive FP&A modules for financial planning, sales planning, workforce planning, cash flow, operational planning, and demand forecasting. The platform is extended through OneStream Genesis (click-to-configure framework), Connection Centre (integration hub with 250+ connectors), and the Finance Agentic Layer (governed AI agent interoperability via MCP). Solution Exchange provides over 75 additional solutions for customization.

Differentiator

Problem solved

Functional benefit

Brands

• SensibleAI: OneStream's purpose-built finance AI portfolio combining SensibleAI Agents, SensibleAI Forecast, and SensibleAI Studio on a single governed foundation.
• SensibleAI Forecast
• SensibleAI Studio
• SensibleAI Agents
• OneStream Genesis
• OneStream Connection Center

Products and services

• OneStream Platform The core unified enterprise finance management platform that seamlessly integrates financial close, consolidation, planning, reporting, and operational data in a single source of truth. Built entirely on Microsoft technology stack and running on Azure.
• SensibleAI Forecast Quantitative AI-powered forecasting solution that learns from historical, operational, and external data to identify patterns and risks. Delivers 85%+ reduction in forecast cycle time and 25%+ more accurate predictions through machine learning models.
• SensibleAI Studio AI-powered analytics tool providing anomaly detection within planning and close, natural language query capabilities for financial data interrogation, and diagnostic reports with prescriptive fixes for system optimization.
• SensibleAI Agents Suite of four autonomous Finance AI agents: Finance Analyst (cube-based analysis co-pilot), Search Agent (finance Q&A), Deep Analysis (document analyst), and Forecast Agent (forecast explainability). All operate with governance and audit controls.
• Modern Financial Close AI-powered financial close solution that unifies, automates, and streamlines workflows for consolidation, account reconciliation, transaction matching, and journal entry management. Delivers 54% average time savings on financial close and consolidation.
• OneStream Genesis Click-to-configure framework enabling rapid configuration, innovation, and seamless extension of the OneStream platform. Features plug-and-play no-code architecture with ever-expanding library of finance-focused micro-functionality blocks.
• Finance Agentic Layer Governed foundation for AI agent interactions using open Model Context Protocol. Provides unified data model, semantic understanding, deterministic computation, and automated governance with RBAC and audit logging for all native and third-party agent interactions.
• OneStream Developer Studio and Agentic Finance Toolkit AI-assisted development environment enabling enterprise Finance development with AI-assisted workflows, allowing users to develop locally in preferred IDEs and connect AI platforms while maintaining governance and audit controls.
• Snowflake Connector Snowflake connector within OneStream Connection Centre that enables governed financial data to be moved into Snowflake's data cloud while preserving financial controls and structures for analytics, reporting, forecasting, and AI use cases.
• OneStream Solution Exchange Marketplace providing over 75 OneStream, Partner and Community solutions that customers can download, configure and deploy to extend the platform. Includes account reconciliations, transaction matching, tax provision, ESG reporting, operational planning, and more.
• ESG Planning & Reporting AI-powered ESG planning and reporting solution that automates ESG data collection, calculates Scope 1, 2, and 3 carbon emissions, and integrates sustainability reporting with financial performance. Supports SASB, EU SFDR, and CSRD frameworks.
• CPM Express Rapid deployment framework delivering world-class financial management in 6-8 weeks. Quick to configure with predictable cost and time to value.

Quantifiable outcome

• 54% average reduction in financial close and consolidation time
• +8 more outcomes

Named customers13 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability10 records

Feature10 records

Partnerships

Four partnerships are on record, tiered flagship / core, minor and core.

• Microsoftflagship / coreStrategic or Co-development Partner · 15 May 2026OneStream and Microsoft announced a significant expansion of their strategic partnership on May 15, 2026, committing to a three-year investment to scale AI infrastructure for the Office of the CFO. The partnership focuses on three pillars: advancing Azure-based AI infrastructure for SensibleAI forecasting and AI agents; joint innovation integrating with Microsoft 365 Copilot, Teams, Excel, and the complete Microsoft 365 suite; and global go-to-market programs to help enterprises transition from legacy systems to AI-powered finance workflows. OneStream solutions are transactable on the Microsoft Marketplace. Microsoft named OneStream its SDC Partner of the Year 2025. The expanded partnership was further showcased at Microsoft Ignite 2025 with integrations for Microsoft 365 and Azure.
• AuctorminorGTM or Marketing Partner · 16 April 2026OneStream participated as a strategic investor in Auctor's $20 million Series A funding round led by Sequoia Capital in April 2026. Auctor is an AI-native platform for enterprise software implementation lifecycle management. The investment signals alignment with OneStream's ecosystem and platform success, as Auctor addresses the high failure rate in enterprise software implementations.
• FinitcoreImplementation/ SI/ Consulting Partner · 19 March 2026Finit, a Cincinnati-based consulting firm, launched a dedicated SensibleAI practice to implement OneStream's AI-driven finance solutions including SensibleAI Forecast, SensibleAI Agents, and SensibleAI Studio. Finit positions itself as the only OneStream partner capable of implementing SensibleAI autonomously, having completed ten successful projects since investing in SensibleAI in 2023.
• SnowflakecoreTechnology or IntegrationOneStream launched a Snowflake connector within its Connection Centre integration framework on June 4–5, 2026, enabling governed financial data to be moved into Snowflake's data cloud while preserving financial controls and structures. The connector extends OneStream's existing connectivity suite, which includes pre-built connectors for SAP S/4HANA, Microsoft Power BI, and Tableau, addressing fragmented data silos for finance teams.

Scale indicators7 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Anaplan: Enterprise planning/FP&A SaaS platform with overlapping capability in financial planning, modeling, and scenario analysis targeting large enterprises, paralleling OneStream's core CPM/EPM footprint.
• Planful: Cloud-native FP&A and financial consolidation platform serving mid-market and enterprise finance teams, directly comparable to OneStream's planning and close capabilities.
• Vena Solutions: Excel-native FP&A and CPM platform targeting mid-market finance organizations; overlaps with OneStream's financial planning, budgeting, and consolidation use cases.
• Prophix: CPM software vendor offering financial close, budgeting, planning, and reporting; competes for the same enterprise finance buyers as OneStream.
• Board: Enterprise planning and CPM platform delivering unified financial planning, consolidation, and reporting; a direct EPM peer to OneStream.
• Workday: Workday Adaptive Planning is a direct enterprise EPM/FP&A competitor; Workday's broader HCM/finance suite also overlaps with OneStream's enterprise positioning.

Broad incumbents

• Oracle EPM Cloud: Oracle offers EPM Cloud (Hyperion heritage) covering planning, consolidation, and close as part of its broader ERP/finance suite; a broad incumbent competing in the same RFPs as OneStream.
• SAP: SAP S/4HANA Finance and SAP BPC cover financial close, consolidation, and planning as part of the broader ERP stack, making SAP one of OneStream's largest incumbents in enterprise finance.
• IBM Planning Analytics: IBM's TM1/Planning Analytics offering competes in enterprise planning and consolidations as part of IBM's broader data/AI portfolio, overlapping with OneStream's enterprise finance deployments.

Emerging players

• Pigment: Emerging business planning platform combining FP&A and operational planning in a modern UI; increasingly competes with OneStream for AI-forward enterprise planning mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/onestream_soft
• YouTubeyoutube.com/channel/UCFsk2UjXWfk2fe6B0RNABwQ
• Facebookfacebook.com/OneStreamSoftware
• LinkedInlinkedin.com/company/onestream-software

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds3 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OneStream Software