OneStream

OneStream

Cloud CPM for consolidation, planning, reporting

Overview

OneStream provides a cloud-based platform for corporate performance management that unifies finance data and processes. It consolidates data from existing systems and supports end-to-end workflows for consolidation, planning, reporting, and analytics, with additional capabilities available through the OneStream MarketPlace. The platform replaces multiple legacy applications by offering a single, extensible CPM system designed for large and complex enterprises across industries such as manufacturing, healthcare, and financial services. The goal is to help CFOs and finance teams improve data quality, speed, and insight by delivering a scalable, integrated solution for planning, close, reporting, and analytics.

About OneStream

Simplify's Rating
Why OneStream is rated
B+
Rated B on Competitive Edge
Rated A on Growth Potential
Rated B on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Financial Services

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Birmingham, Michigan

Founded

2010

Get referred to OneStream

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Fiscal 2025 revenue reached $601.9 million, up 23%, with subscription revenue up 28%.
  • Q4 2025 free cash flow hit $95.6 million, and non-GAAP margin rose to 5%.
  • Cox Enterprises adopted SensibleAI Agents, validating workflow automation inside large finance teams.

What critics are saying

  • Hg's April 1, 2026 buyout ended public-market scrutiny; employees now face private-equity targets.
  • Sonal Rana's February 20, 2026 lawsuit attacked merger disclosures, forcing distraction until closure.
  • If Microsoft embeds finance planning deeper into Excel and Copilot, OneStream loses its wedge.

What makes OneStream unique

  • April 1, 2026: Hg bought OneStream for $6.4 billion, backing a category leader.
  • May 19, 2026: SensibleAI Agents and Finance Agentic Layer extend finance AI with governance.
  • OneStream's 1,800-customer base and Fortune 500 penetration harden switching costs across complex enterprises.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$690M

Above

Industry Average

Funded Over

3 Rounds

Notable Investors:
Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison
Coming Soon

Benefits

Remote Work Options

Training Programs

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
PR Newswire
Jun 4th, 2026
OneStream launches Snowflake connector as 47% of executives make decisions using inaccurate financial data

OneStream has launched a Snowflake connector to integrate governed financial data with Snowflake's data cloud platform. The announcement comes as research reveals 47% of executives made material decisions using inaccurate or outdated financial data last year. The connector, part of OneStream's Connection Center framework, bridges enterprise data with finance systems whilst maintaining governance and financial intelligence. It aims to ensure AI-driven insights are grounded in verified, auditable data rather than relying on generic AI tools. The integration complements OneStream's existing connectors for SAP S/4HANA, Microsoft Power BI and Tableau. It enables organisations to scale analytics, forecasting and reporting with enhanced data governance. OneStream, which provides an AI operating system for finance, serves over 1,800 customers including 18% of the Fortune 500.

PR Newswire
May 20th, 2026
OneStream launches real-time planning tools to help CFOs manage operations and financial decisions

OneStream has announced new solutions at its Splash User Conference to help finance teams move from periodic planning to real-time decision-making. The company introduced a Line Item Modeling engine and three prepackaged planning solutions: Workforce Planning, Fixed Term Planning and Duration-Based Contract Planning. The Line Item Modeling engine incorporates AI capabilities including SensibleAI Forecast for predictive forecasting, SensibleAI Agents for autonomous planning tasks and Operational Data Chat for plain-language queries. The solutions connect operational activities to financial outcomes on a single platform, eliminating disconnected models. OneStream serves over 1,800 customers, including 18% of the Fortune 500. The company positions itself as an AI operating system for modern finance, unifying core financial and operational processes.

PR Newswire
May 19th, 2026
OneStream launches Finance Agentic Layer, bringing AI agents to CFO teams via Copilot and ChatGPT

OneStream has announced the general availability of SensibleAI Agents and launched a Finance Agentic Layer that extends financial capabilities to third-party AI tools including Copilot, ChatGPT, Claude and Gemini. The announcement was made at the OneStream Splash User Conference. The Finance Agentic Layer uses Model Context Protocol to provide AI tools with secure, governed access to OneStream data whilst maintaining financial logic and audit trails. Finance teams can query data and generate reports using natural language across multiple AI platforms whilst maintaining role-based permissions and governance controls. SensibleAI Agents, pre-built tools for reporting, analysis and research, now operate within OneStream and Microsoft 365. Cox Enterprises is amongst early adopters using the agents to automate financial analysis. OneStream serves over 1,800 customers, including 18% of the Fortune 500.

Auctor
Apr 17th, 2026
Auctor's Series A Announcement | Auctor

Today, we're announcing that Auctor has raised $20 million, including a Series A led by Sequoia Capital with participation from M12, Microsoft’s Venture Capital Fund, HubSpot Ventures, Workday Ventures, OneStream, Y Combinator, Tercera, and Dig Ventures.

Tech Funding News
Apr 15th, 2026
Sequoia backs YC alum Auctor in $20M raise to become coordination layer for human teams and AI agents

Auctor, a New York startup founded in 2025 through Y Combinator, has raised $20 million in Series A funding led by Sequoia Capital. M12, HubSpot Ventures, Workday Ventures, OneStream and Tercera also participated. The company has built an AI platform designed to improve enterprise software implementation, which currently sees half of projects miss deadlines and one in six exceed budgets by over 200%. Auctor records discovery sessions, automatically captures requirements and generates execution-ready artefacts including statements of work, process flows and architecture diagrams, all with full traceability to source conversations. The platform integrates with existing tools like Jira, Notion, Salesforce and Confluence whilst capturing knowledge from past projects for reuse. Auctor will use the funding to expand its platform and sales efforts across enterprise software ecosystems.

Recently Posted Jobs

Sign up to get curated job recommendations

OneStream is Hiring for 15 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →