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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.

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About OneStream

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

Industries

Data & AnalyticsEnterprise SoftwareAI & Machine LearningFinancial Services

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Birmingham, Michigan

Founded

2010

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Simplify's Take

What believers are saying

  • September 2026 FedRAMP High expansion unlocks federal AI forecasting inside OneStream Government Cloud.
  • May 2026 SensibleAI Agents gained general availability and Cox Enterprises as an early adopter.
  • OneStream doubled AI bookings in 2025, signaling real customer pull beyond marketing.

What critics are saying

  • April 1, 2026 Hg take-private ended public-market liquidity and quarterly disclosure.
  • February 20, 2026 Rana sued OneStream over allegedly misleading merger disclosures.
  • Microsoft, Snowflake, and enterprise FP&A vendors can bundle similar AI finance workflows quickly.

What makes OneStream unique

  • March 2026 Gartner named OneStream a 4x Leader in close and consolidation.
  • September 2026 FedRAMP High authorization lets agencies run SensibleAI on governed financial data.
  • May 2026 Finance Agentic Layer connects OneStream to Copilot, ChatGPT, Claude, Gemini.

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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
Sep 2nd, 2026
OneStream's SensibleAI gets FedRAMP High authorization for federal finance AI

OneStream announced that its SensibleAI Forecast and SensibleAI Studio have received FedRAMP High authorisation. Federal agencies using OneStream's Government Community Cloud can now forecast and build AI models on their financial data without moving it outside the authorisation boundary. The authorisation enables government finance teams to apply AI capabilities to sensitive financial data whilst maintaining required security and governance controls. According to OneStream research, 47% of executives have made major decisions on inaccurate data, and 61% second-guess their numbers monthly. The SensibleAI tools are now available to federal agencies running in OneStream's Government Community Cloud. OneStream serves over 1,900 customers, including 16% of the Fortune 500.

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.

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