OneStream Software provides a cloud-based enterprise finance platform built to modernize the Office of the CFO. Its software brings financial close, consolidation, planning, reporting, analytics, and emerging AI-driven workflows into a single governed environment, helping finance teams reduce dependence on fragmented point tools, spreadsheets, and disconnected data estates.
The company positions its platform as the operating system for modern finance, combining unified financial and operational data with embedded AI, built-in data quality, and extensibility. OneStream Software serves a global customer base of more than 1,800 organizations across 45+ countries and supports enterprises that need greater speed, transparency, control, and adaptability in finance operations.
Offerings, Capabilities, and Integrations
OneStream Software combines enterprise finance process execution with a shared data model, governed workflows, and audit-ready controls. Its broader capabilities include built-in data integration and validation, direct and no-code connectivity to a wide range of source systems, self-service reporting, and finance-specific AI embedded into everyday workflows rather than deployed as a separate toolset.
The platform is designed to let finance teams extend what they run without heavy custom development. Through OneStream Genesis and the broader Solution Exchange ecosystem, customers can configure new models, workflows, dashboards, and specialized use cases with a no-code, plug-and-play approach. OneStream Software also emphasizes Microsoft-aligned deployment and user experiences, including Azure-based delivery and integration points for Excel, Teams, and Microsoft 365 environments.
Products and Services
- OneStream Platform: Unified enterprise finance platform that brings financial and operational data, core finance processes, embedded AI, data quality, and extensibility together in a single governed environment.
- AI Agentic Finance: Governed agentic AI capability for finance that uses SensibleAI Agents and a finance agentic layer to analyze information, execute tasks, and connect OneStream workflows with approved third-party AI tools.
- SensibleAI Studio: AI development and deployment environment for the Office of the CFO, with plug-and-play quantitative and generative AI routines that can be activated inside OneStream workflows or accessed through APIs.
- AI Planning & Forecasting: AI-powered planning and forecasting solution that embeds predictive forecasting, scenario modeling, and finance-oriented AI directly into budgeting and forecasting processes.
- Close & Consolidation: Financial close and consolidation software for automating close workflows, intercompany eliminations, currency translation, journal processes, compliance, and unified reporting.
- Account Reconciliations: Reconciliation solution that helps finance teams automate account reconciliation workflows, surface anomalies earlier, and improve control over the close process.
- Financial Planning: Unified financial planning capability for budgets, forecasts, scenario analysis, and long-range planning within the same platform used for reporting and close.
- Operational Planning: Operational planning offering that connects workforce, project, contract, and other line-item operational drivers to financial outcomes so finance can guide decisions in real time.
- Reporting & Analytics: Unified reporting and analytics solution for guided and ad hoc analysis, dashboards, report books, drill-down, and Excel-based reporting from a single source of truth.
- ESG Reporting & Planning: ESG solution for collecting, calculating, planning, and reporting sustainability data, including Scope 1, 2, and 3 emissions, within the same platform used for finance.
- CPM Express: Pre-configured deployment offering that accelerates implementation of close, planning, reporting, and analysis with standardized models, templates, and delivery methods.
- OneStream Genesis: No-code, click-to-configure architecture for rapidly building and extending financial and operational models, processes, dashboards, and analytics on the OneStream platform.
- Financial Data Quality Management: Data integration and quality offering that connects to a broad range of ERP and source systems, validates data through guided workflows, and maintains traceability from source to report.
Target Customers
OneStream Software targets CFO organizations and enterprise finance teams that need to unify close, planning, reporting, and analysis on one platform. Its typical users include controllership, consolidation, FP&A, reporting, tax, ESG, and finance systems teams, as well as operational stakeholders who need finance-governed planning and decision support.
The company is best aligned with organizations that operate across multiple entities, geographies, business units, or source systems and need stronger governance, auditability, and speed. Its industry focus is visible in areas such as financial services, government, healthcare, manufacturing, and higher education, along with other complex enterprises pursuing finance-led operational planning and AI adoption.
Cloud Integrations and Marketplace
- Azure Marketplace: OneStream Software has a verified listing in Azure Marketplace. Its platform is optimized for Microsoft Azure, and the company extends that Microsoft alignment into integrations and experiences across Excel, Teams, Microsoft 365, and Microsoft 365 Copilot.
Key People
- Tom Shea: Co-Founder & CEO
- Scott Leshinski: President
- Bob Powers: Co-Founder & Chief Technology Officer
- John Kinzer: Interim Chief Financial Officer
- Ken Hohenstein: Chief Revenue Officer
- Craig Colby: Co-Founder & Chief Success Officer
- Tim Minahan: Chief Strategy & Marketing Officer
- Holly Koczot: Chief Legal Officer
- Mark Sims: Chief Customer Officer
- Danielle Crane: Chief People Officer
- Pam McIntyre: Chief Accounting Officer
Key Facts
- Headquarters: Birmingham, Michigan, United States
- Employees: 1,600+
- Annual Revenue: $601.9M (FY2025)
- Parent Company: Hg
- Subsidiaries: At least 7 disclosed subsidiaries, including OneStream Software LLC, OneStream Software B.V., OS Software de Mexico, S de RL de CV, OneStream Software Limited, and OneStream Software Proprietary Limited.
- Publicly Listed: No; privately held following acquisition by Hg in 2026 (formerly Nasdaq: OS)
Analyst Recognitions
- Gartner: 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions – Leader, positioned highest for Completeness of Vision. 2025 Gartner Magic Quadrant for Financial Planning Software – Leader.
- IDC: 2026 IDC MarketScape: Worldwide Enterprise Planning, Budgeting and Forecasting Applications Vendor Assessment – Leader. 2024 IDC MarketScape: Worldwide Office of the CFO Record to Report Vendor Assessment – Leader.
