ACCOUNTING, TAX & TREASURY
EXPERTISE
ACCOUNTING HUB
account reconciliation projects
recs performed in largest account reconciliation solution
Extending the OneStream platform with Accounting Hub capabilities—including Account Reconciliations, Transaction Matching, and Journal Entry Management—enhances the integrity of financial data while reducing risk through stronger controls, improved audit trails, and better reporting. These capabilities also present a compelling business case by reducing legacy technical debt and licensing costs associated with point solutions, while improving processes through increased automation.
LEADING PRACTICES
Single Integration:
Source data into the OneStream platform once, and use it across consolidation, internal management, planning, and account reconciliations.
Accelerate:
Start the account reconciliation process earlier by sourcing data as the close is happening, instead of waiting for it to finish.
Automate:
Leverage auto-matching, thresholds, and conditions to eliminate manual effort and keep resources focused on high-priority tasks.
Targeted Deployment:
Account reconciliations don’t require a “big bang” rollout—they can be deployed in targeted waves to drive better adoption.
Continuous Improvement:
Measure and track performance metrics, assess results and gaps, and execute plans to enhance and optimize over time.
POWERFUL ACCOUNTING HUB TOOLS
OneStream’s Accounting Hub is a powerful foundation, but unlocking its full potential requires the right tools. Finit has developed solutions that extend Accounting Hub capabilities to help organizations get more out of every reconciliation, transaction, and journal entry.
RCM ESSENTIALS
Effective account reconciliation management demands clear visibility into performance, adoption, and efficiency. RCM Essentials provides that clarity through a suite of KPIs, interactive dashboards, user surveys, and built-in training, equipping teams with the insights and tools needed to drive continuous improvement across the reconciliation process.
- Spot inefficiencies fast
- Improve consistency and quality
- Reduce admin and training burden
- Drive continuous improvement
- Get expert feedback with built-in Health Check export
ADMIN ESSENTIALS
Managing a OneStream environment requires constant attention to security, metadata, and platform performance. Admin Essentials is a collection of 35+ reports and utilities, each built from real-world client scenarios. The result is a streamlined administrative experience that reduces time spent on repetitive tasks and keeps critical business decisions moving forward.
SECURITY
Visualize and analyze security configuration
- Security Hierarchy
- User Analysis
- User Last Login
STAGE
Analyze Stage Data to more efficiently analyze and resolve mapping and data loading issues
DATABASE
Analyze Data Units and Data Volumes to streamline and fine tune your application
- Data Unit Count
- Database Size
- Database Table Size
METADATA
- Member Formulas
- Security by Object
CUSTOMER CHALLENGE
- 30+ EPM applications across multiple vendors required significant effort to administer and maintain.
- Over 120 ERP and source systems needed to be integrated, mapped and loaded each month—creating complex data workflows and submission processes.
- Key operational management data required merging inputs from multiple disparate systems.
CUSTOMER SOLUTION
- A single source of truth for external, management, and tax data—fully aligned to strategic ERP data standards.
- System-driven, enterprise-standard management financials.
- Enhanced workflow providing visibility into the process and status of each data source and input throughout the close.
- Account reconciliation & statutory consolidation capabilities eliminated the need for separate point solution technologies.
EXPERTISE
CLOSE &
CONSOLIDATION
ONESTREAM consolidation projects
enhanced cash flow solutions
A high-quality consolidation solution creates value far beyond external reporting—extending into management, tax, and regulatory reporting. Leading processes combine quarterly external reporting with the more granular data needed for tax provisioning and returns, statutory compliance, and internal analysis. These solutions bring the entire Office of Finance together around a consistent, cohesive, and trusted view of financial statement data—delivering the right level of detail to every stakeholder group.
ACCOUNTING, TAX
& TREASURY
EXPERTISE
ACCOUNTING HUB
Extending the OneStream platform with Accounting Hub capabilities—including Account Reconciliations, Transaction Matching, and Journal Entry Management —enhances the integrity of financial data while reducing risk through stronger controls, improved audit trails, and better reporting. These capabilities also present a compelling business case by reducing legacy technical debt and licensing costs associated with point solutions, while improving processes through increased automation.
account reconciliation projects
recs performed in largest account reconciliation solution
LEADING PRACTICES
Single Integration:
Source data into the OneStream platform once, and use it across consolidation, internal management, planning, and account reconciliations.
Accelerate:
Start the account reconciliation process earlier by sourcing data as the close is happening, instead of waiting for it to finish.
Automate:
Leverage auto-matching, thresholds, and conditions to eliminate manual effort and keep resources focused on high-priority tasks.
Targeted Deployment:
Account reconciliations don’t require a “big bang” rollout—they can be deployed in targeted waves to drive better adoption.
Continuous Improvement:
Measure and track performance metrics, assess results and gaps, and execute plans to enhance and optimize over time.
EXPERTISE
CLOSE &
CONSOLIDATION
ONESTREAM consolidation projects
enhanced cash flow solutions
A high-quality consolidation solution creates value far beyond external reporting—extending into management, tax, and regulatory reporting. Leading processes combine quarterly external reporting with the more granular data needed for tax provisioning and returns, statutory compliance, and internal analysis. These solutions bring the entire Office of Finance together around a consistent, cohesive, and trusted view of financial statement data—delivering the right level of detail to every stakeholder group.
CUSTOMER CHALLENGE
- 30+ EPM applications across multiple vendors required significant effort to administer and maintain.
- Over 120 ERP and source systems needed to be integrated, mapped and loaded each month—creating complex data workflows and submission processes.
- Key operational management data required merging inputs from multiple disparate systems.
CUSTOMER SOLUTION
- A single source of truth for external, management, and tax data—fully aligned to strategic ERP data standards.
- System-driven, enterprise-standard management financials.
- Enhanced workflow providing visibility into the process and status of each data source and input throughout the close.
- Account reconciliation & statutory consolidation capabilities eliminated the need for separate point solution technologies.