AI shouldn’t feel like a magic trick. Explainable AI (XAI) pulls back the curtain—showing the “why” behind every forecast. No black boxes, just logic you can trust. Learn more: https://ow.ly/hIig50XvYWn #FinanceAI #TakeFinanceFurther
OneStream Software
Software Development
Birmingham, MI 53,316 followers
A comprehensive cloud-based platform to modernize the Office of the CFO.
About us
OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. With more than 1,400 customers, 250 go-to-market, implementation, and development partners and 1,300 employees, our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. Check out Finance 2035: Return to Investment: a landmark study that explores how external factors and investor priorities are shaping the future of Finance in the next 10 years. Learn more about our commitment to the success of CFOs and how you can Take Finance Further here: finance2035.com
- Website
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http://www.onestream.com
External link for OneStream Software
- Industry
- Software Development
- Company size
- 1,001-5,000 employees
- Headquarters
- Birmingham, MI
- Type
- Public Company
- Specialties
- Corporate Performance Management, CPM, Enterprise Performance Management, EPM, Financial Consolidation and Reporting, Financial Reporting, Financial Planning, Financial Data Quality, Financial Analytics, Analytics and Reporting, Data Quality, Account Reconciliations, and Capex Planning
Products
OneStream Software
Corporate Performance Management (CPM) Software
OneStream was founded on a core tenet to Take Finance Further™. At the heart of our differentiation is our unique ability to modernize and unify core financial functions that have, up till now, been acquired and created across disparate systems and data. Armed with this unified data model, Our Digital Finance Cloud extends these applications into mission critical enterprise operations, with embedded AI services, empowering the CFO to become a critical driver of business strategy and execution. The OneStream Digital Finance Cloud is the industry’s most comprehensive cloud-based platform to modernize the Office of the CFO. Our platform uniquely unifies key financial and operational data and processes, embeds AI for faster and better planning and forecasting, and is infinitely extensible so customers can add new utility and achieve more value as their business needs evolve.
Locations
Employees at OneStream Software
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Philip McRell
Listen. Trust. Partner. Succeed.
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Tim Minahan
Go-to-Market Leader | Chief Marketing Officer | Chief Strategy Officer| Tech Investor | Cloud & Future of Work Evangelist | Constantly Curious
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Maria Pedrinelli
Senior Sales Executive | Tech Sales Leader | Driving Revenue Growth in Digital Transformation. Love to Learn.
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Mitch Turner
Business Transformation Executive at OneStream Software | Work Hard, Play Hard
Updates
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Finance is evolving—are you ready to lead? Discover how unified data, AI-driven agility, and real-time intelligence can transform your finance function. Our latest eBook, The AI Enterprise, explores five forces reshaping finance and shows how OneStream + Microsoft empower organizations to break down silos, automate processes, and deliver predictive insights. Download now and future-proof your finance operations: https://ow.ly/pzz950Xun2g #TakeFinanceFurther #FinanceAI #AIEnterprise
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AI for Everyone: Demystifying Machine Learning in Finance Machine learning, generative AI, agentic AI — these aren’t just buzzwords. They’re reshaping how finance teams forecast, reconcile, and generate insights. In this episode of Finance AI Academy, Janette Kosior and Tiffany Ma break down the tech and show how purpose-built AI drives accuracy and transparency. 🎯 Learn how to trust AI outputs in high-stakes environments 📊 Discover how generative AI explains financial data 🤖 Explore the rise of agentic AI in autonomous finance Watch now → https://ow.ly/Yrlt50XumEt #TakeFinanceFurther #FinanceAI #FinanceAIAcademy #OneStream
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Tomorrow’s the day! The MIT Sloan CFO Summit returns, and we’re proud to sponsor for the second year in a row. Join R Douglas Orsagh CFA, CPA, VP of Business Transformation & Growth at OneStream, as he shares insights on: ✅ Regulatory and cybersecurity risk ✅ Building agility for sustainable growth Planning for risk defends against uncertainty, scaffolding what finance needs to navigate tumultuous times successfully. https://lnkd.in/eGDF33E8 #TakeFinanceFurther #FinanceAI #LeadershipInFocus
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Join OneStream and CrossCountry Consulting for a proven approach to integrating ALM and FP&A into a single process—eliminating spreadsheet chaos and enabling proactive planning. We’ll explore how banks, credit unions, and lenders can model auto loan dynamics, improve profitability insights, and accelerate decision-making. Reserve your spot for this first-in-series webinar: https://ow.ly/HJC150Xua27 #TakeFinanceFurther #FinanceAI #Webinar
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From spreadsheets to strategy, Cox Enterprises redefined finance. By unifying financial reporting across multiple divisions, Cox Enterprises streamlined month-end close and empowered 587 finance users with rapid insights—all within OneStream’s Intelligent Finance Platform. The result? A single source of truth for consolidation, planning, and reporting. Cost transparency and product profitability are now front and center, enabling finance leaders to shift from data wrangling to strategic action. Watch how Cox Enterprises is shaping the future of finance: https://ow.ly/umMK50Xu71L #CustomerWINSday #TakeFinanceFurther #FinanceAI
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We’re excited to announce a new milestone in our collaboration with Microsoft, shared live at Microsoft Ignite: OneStream’s SensibleAI™ Agents will be integrated with Microsoft 365, Teams, Excel, and Microsoft 365 Copilot—bringing real-time financial intelligence directly into the tools finance teams use every day. From predictive forecasting in Excel to natural language queries in Teams, this integration empowers CFOs and finance professionals to make faster, smarter decisions—without disrupting workflows. Learn how we’re helping finance lead the way in AI-powered transformation: https://ow.ly/ZRzt50XtJ3q #TakeFinanceFurther #FinanceAI #SensibleAI
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Honored to be recognized among incredible partners! We’re grateful to be named a Global Finalist in the Financial Services Industry category for the Microsoft Partner of the Year Awards. This recognition reflects the strength of our partnership with Microsoft and our shared commitment to helping organizations innovate and #TakeFinanceFurther. Congratulations to EY for being named 2025 Financial Services Partner of the Year, and to fellow finalists BioCatch and Accenture/Avanade. Your achievements inspire us to keep pushing boundaries together.
Each year, our partners push the boundaries of innovation with Microsoft Cloud and AI. The Microsoft Partner of the Year Awards celebrate those driving transformation and impact across financial services and beyond. 👏 Please join me in congratulating EY as our 2025 Financial Services Partner of the Year, and our finalists BioCatch, OneStream Software, and Accenture/Avanade! Your achievements inspire us to keep reimagining what’s possible and shape the future of technology together. We look forward to celebrating you, our partnerships, and your accomplishments next week at Microsoft Ignite! https://lnkd.in/epu25xab #MSPartner
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Big things are happening at Microsoft Ignite! We’re proud to see our CEO, Tom Shea, joining Microsoft leaders and partners to discuss Azure Partner Success: Driving Innovation Together. This conversation is all about unlocking new opportunities through innovation, strategic investments, and the power of the Azure ecosystem. As a 2025 Americas Partner of the Year – SDC Award Winner and Global Finalist in Financial Services, OneStream is committed to helping organizations take finance further with cutting-edge solutions built on Azure. If you’re attending Ignite in person or virtually, don’t miss this session. Learn how partners like OneStream are delivering differentiated value and accelerating business momentum.
CVP, Americas Global Partner Solutions at Microsoft | Working with partners to deliver successful customer outcomes | Accessible technology and Women in Tech advocate
Microsoft Ignite is almost here! I’m thrilled to be joining Zia Mansoor, Cyril Belikoff, Tom Shea and Sanjay Mehta in San Francisco next week for our session, 𝗔𝘇𝘂𝗿𝗲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗦𝘂𝗰𝗰𝗲𝘀𝘀: 𝗗𝗿𝗶𝘃𝗶𝗻𝗴 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗧𝗼𝗴𝗲𝘁𝗵𝗲𝗿, where we’ll share how Microsoft and our partners are unlocking new opportunities through innovation, strategic investments, and the power of the Azure ecosystem. If you’re joining Ignite in person or virtually, this session is a great opportunity to: ✅ Hear how partners can leverage Azure product innovation and investments to fuel growth ✅ Learn how to deliver differentiated value for customers ✅ Gain insights to help you accelerate your business momentum I can’t wait for the discussion with Tom and Sanjay and to connect with other partners across our ecosystem, celebrate your impact, and be inspired by the energy and innovation at Ignite. Explore the full Microsoft Ignite session catalogue to plan your week and be sure to add our session taking place on Tuesday, November 18th to your schedule!
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82% of CFOs say they understand AI. Just 33% have deployed it at scale. The gap between confidence and capability is substantial. And solvable. Upskilling and hands-on projects are the bridge. Let’s take finance further. https://ow.ly/NWzO50Xtsh3 #FinanceAI #TakeFinanceFurther #Finance20235