OneStream
Unified CPM platform for close, consolidation, planning, and reporting
4.5Enterprise / CustomBest for PE-backed platforms with complex consolidation and roll-up needs
CPM Consolidation FP&A
Overview
OneStream unifies financial close, consolidation, planning, and reporting in a single enterprise platform used by 1,600+ customers, and is frequently deployed across PE portfolio companies to institutionalize finance functions. In January 2026 it agreed to be taken private by Hg for approximately $6.4 billion to accelerate its Finance AI roadmap.
Key features
- Financial close and consolidation
- Budgeting, planning, and forecasting in one data model
- Extensible marketplace of finance solutions
- AI and ML forecasting (Sensible ML, Finance AI agents)
- Account reconciliations and regulatory reporting
Pros
- True single platform replaces multiple point CPM tools
- Deep consolidation strength for complex, acquisitive groups
- Strong analyst and G2 standing among enterprise EPM suites
Cons
- Steep learning curve; customization leans on VB.NET scripting
- Premium licensing and implementation costs
- Overkill for smaller portfolio companies