CULTURE OF INNOVATION
Innovation is in our DNA. That’s why we
make significant investments to keep pushing boundaries.
We don't sell software.
We solve what software alone can't.
Every OneStream platform has the same starting point. What happens next—the ideas, the refinements, the “what if we…” moments—is where Finit lives.
Individually, these are solutions. Together, they tell a story about where finance teams struggle… and where we keep showing up with answers.
i.
CONNECTING THE ENTERPRISE
Finance data rarely lives where finance needs it. We bridge systems, surface context, and make sure the numbers on the screen trace cleanly back to their source—no matter how many platforms they had to travel through.
- 100+ direct source connectors
- Source system metadata integration
- OneStream analytic blend
- Enterprise-BI integration
- Data governance (RequestIt)
- ERP journal approval
ii.
PLANNING WITH PRECISION
Budgets built on gut feel are budgets built to be wrong. Our planning innovations put real drivers behind the numbers—so forecasts move when the business moves, and long-range plans hold up under scrutiny.
- Driver-based revenue planning
- Driver-based SG&A planning
- People planning
- Headcounts & sq. ft. allocations
- CapEx & project analytics
- Strategic long-range planning
- Transactional currency plan & reporting
iii.
A CALMER CLOSE
The close shouldn’t be the hardest week of the month. We’ve spent years engineering away the friction—reconciliations, allocations, compliance, tie-outs—so your team can spend less time reconciling and more time reporting.
- Enhanced intercompany reports
- Multi-currency account reconciliations
- Cost allocations
- Segment allocations
- Lease compliance
- Carve-out / divestitures
iv.
INSIGHT THAT TRAVELS
Data earns its keep when it reaches the people who can act on it. These innovations take what’s inside OneStream and translate it into profitability views, executive dashboards, and bridges that explain the “why” behind the numbers.
- Customer product profitability
- Custom dashboarding & guided reporting
- EBITDA bridges
- Project & vendor reporting
- Sales cube by customer & product
- Responsibility reporting
v.
BUILT-IN TRUST
The best platform in the world still has to be governed, secured, and kept healthy over time. Our stewardship tools make sure the system you buy on day one keeps performing on day one thousand.
- Security reporting (ReportIt)
- Tuning & optimization
Innovation isn't a product line,
It's how we listen.
Our innovations didn’t start in a product roadmap. They started in a conversation—a controller wrestling with a messy intercompany tie-out, a CFO needing visibility into customer-level profitability, a finance team losing weekend hours to a clunky close.
We took those moments seriously. Then we built. Today, every innovation you see below began the same way: a real client, a real problem, and a team willing to engineer something better than what existed before.
That’s what “tailored” means to us. Not configuration. Creation.
100+ Direct Source Connectors
Pre-built integrations that connect OneStream directly to ERPs, data warehouses, HR systems, and other source applications—reducing manual effort and accelerating data availability.
- Carve-out/divestitures: Support for separating financials, data, and reporting when divesting or carving out part of a business, ensuring clean transitions without disrupting ongoing operations.
- Enhanced intercompany reports: Support for separating financials, data, and reporting when divesting or carving out part of a business, ensuring clean transitions without disrupting ongoing operations.
Customer Product Profitability
Granular analysis of revenue, costs, and margins by customer and product to identify what truly drives profitability and inform smarter commercial decisions.
- Custom Dashboarding & Guided Reporting: Purpose-built dashboards and guided workflows that surface the most relevant insights for each user, helping leaders focus on what matters and act faster.
- OneStream Analytic Blend: Combines OneStream financial data with external or operational data to create richer analytics and deeper insights across the business.
- Enterprise BI Integration: Seamless integration with enterprise BI tools (such as Power BI or Tableau) to extend OneStream data into broader analytics and visualization ecosystems.
- Driver-Based Revenue Planning: Revenue forecasts built on key business drivers (volume, price, mix) to improve accuracy, transparency, and alignment with operational realities.
- Driver-Based SG&A Planning: Expense planning anchored in operational drivers—such as headcount, activity levels, or usage—allowing more scalable and defensible forecasts.
- EBITDA Bridges: Clear, visual explanations of EBITDA changes over time, highlighting the specific drivers behind performance improvements or declines.
- ERP Journal Approval: Workflow-enabled review and approval of journals integrated with ERP processes, strengthening controls and reducing close cycle risk.
- Headcount / Square Footage Allocations: Automated allocation models that distribute costs based on people counts, space usage, or similar metrics for more accurate cost attribution.
Cost Allocations
Flexible, transparent allocation methodologies that can be easily adjusted as business structures or strategies change.
- Lease Compliance: Support for lease accounting and reporting requirements, helping organizations maintain compliance while reducing manual tracking and reconciliation.
Security Reporting (ReportIt)
Visibility into user access, security changes, and controls to support governance, audits, and internal compliance requirements.
- Multi-Currency Account Reconciliations: Reconciliation processes that account for transactional and functional currencies, simplifying global reconciliation complexities.
- Tuning & Optimization: Performance tuning and architectural optimization to ensure OneStream runs efficiently—even as data volumes and complexity increase.
People Planning
Workforce planning capabilities that integrate headcount, compensation, and workforce drivers to support more accurate labor planning and forecasting.
- Source System Metadata Integration: Automated synchronization of metadata (accounts, entities, cost centers, etc.) from source systems to maintain consistency and governance.
CapEx / Project Analytics
Detailed tracking and analysis of capital projects, spend, and returns to improve investment decisions and accountability.
- Project & Vendor Reporting: Reporting that ties financial performance to specific projects and vendors, improving oversight and spend transparency.
Data Governance (RequestIt)
Structured workflows to request, review, approve, and implement metadata and data changes—reducing risk while increasing agility.
- Responsibility Reporting: Reporting aligned to ownership and accountability structures, helping leaders understand who owns results and variances.
Sales Cube by Customer & Product
A multidimensional sales model that enables deep analysis by customer, product, geography, and other key dimensions.
- Segment Allocations: Allocation logic that supports segment-level profitability and reporting requirements, including management and external reporting needs.
- Strategic Long-Range Planning: Multi-year planning models that support scenario analysis, strategic initiatives, and long-term decision-making.
- Transactional Currency Plan & Reporting: Planning and reporting at the transactional currency level to improve accuracy, comparability, and global insight.
HOW FINIT CREATES VALUE
STRATEGY
STRATEGY
Tailored strategy aligned to your desired outcomes.
PROCESS
Process + Technology = Magic.
DATA
Optimize your most valuable asset.
MODELS
Individualized, dynamic views of your business.
INSIGHTS
See what matters.
CULTURE OF INNOVATION
Innovation is in our DNA.
That’s why we make significant investments to keep pushing boundaries.
We don't sell software.
We solve what software
alone can't.
Every OneStream platform has the same starting point. What happens next — the ideas, the refinements, the “what if we…” moments — is where Finit lives.
Individually, these are solutions. Together, they tell a story about where finance teams struggle… and where we keep showing up with answers.
i.
CONNECTING THE ENTERPRISE
Finance data rarely lives where finance needs it. We bridge systems, surface context, and make sure the numbers on the screen trace cleanly back to their source — no matter how many platforms they had to travel through.
- 100+ direct source connectors
- Source system metadata integration
- OneStream analytic blend
- Enterprise-BI integration
- Data governance (RequestIt)
- ERP journal approval
ii.
PLANNING WITH PRECISION
Budgets built on gut feel are budgets built to be wrong. Our planning innovations put real drivers behind the numbers — so forecasts move when the business moves, and long-range plans hold up under scrutiny.
- Driver-based revenue planning
- Driver-based SG&A planning
- People planning
- Headcounts & sq. ft. allocations
- Capex & project analytics
- Strategic long-range planning
- Transactional currency plan & reporting
iii.
A CALMER CLOSE
The close shouldn’t be the hardest week of the month. We’ve spent years engineering away the friction — reconciliations, allocations, compliance, tie-outs — so your team can spend less time reconciling and more time reporting.
- Enhanced intercompany reports
- Multi-currency account reconciliations
- Cost allocations
- Segment allocations
- Lease compliance
- Carve-out / divestitures
iv.
INSIGHT THAT TRAVELS
Data earns its keep when it reaches the people who can act on it. These innovations take what’s inside OneStream and translate it into profitability views, executive dashboards, and bridges that explain the “why” behind the numbers.
- Customer product profitability
- Custom dashboarding & guided reporting
- EBITDA bridges
- Project & vendor reporting
- Sales cube by customer & product
- Responsibility reporting
v.
A CALMER CLOSE
The best platform in the world still has to be governed, secured, and kept healthy over time. Our stewardship tools make sure the system you buy on day one keeps performing on day one thousand.
- Security reporting (ReportIt)
- Tuning & optimization
Innovation isn't a product line,
It's how we listen.
Our innovations didn’t start in a product roadmap. They started in a conversation — a controller wrestling with a messy intercompany tie-out, a CFO needing visibility into customer-level profitability, a finance team losing weekend hours to a clunky close.
We took those moments seriously. Then we built. Today, every innovation you see below began the same way: a real client, a real problem, and a team willing to engineer something better than what existed before.
That’s what “tailored” means to us. Not configuration. Creation.
100+ Direct Source Connectors
Pre-built integrations that connect OneStream directly to ERPs, data warehouses, HR systems, and other source applications—reducing manual effort and accelerating data availability.
- Carve-out/divestitures: Support for separating financials, data, and reporting when divesting or carving out part of a business, ensuring clean transitions without disrupting ongoing operations.
- Enhanced intercompany reports: Support for separating financials, data, and reporting when divesting or carving out part of a business, ensuring clean transitions without disrupting ongoing operations.
Customer Product Profitability
Granular analysis of revenue, costs, and margins by customer and product to identify what truly drives profitability and inform smarter commercial decisions.
- Custom Dashboarding & Guided Reporting: Purpose-built dashboards and guided workflows that surface the most relevant insights for each user, helping leaders focus on what matters and act faster.
- OneStream Analytic Blend: Combines OneStream financial data with external or operational data to create richer analytics and deeper insights across the business.
- Enterprise BI Integration: Seamless integration with enterprise BI tools (such as Power BI or Tableau) to extend OneStream data into broader analytics and visualization ecosystems.
- Driver-Based Revenue Planning: Revenue forecasts built on key business drivers (volume, price, mix) to improve accuracy, transparency, and alignment with operational realities.
- Driver-Based SG&A Planning: Expense planning anchored in operational drivers—such as headcount, activity levels, or usage—allowing more scalable and defensible forecasts.
- EBITDA Bridges: Clear, visual explanations of EBITDA changes over time, highlighting the specific drivers behind performance improvements or declines.
- ERP Journal Approval: Workflow-enabled review and approval of journals integrated with ERP processes, strengthening controls and reducing close cycle risk.
- Headcount / Square Footage Allocations: Automated allocation models that distribute costs based on people counts, space usage, or similar metrics for more accurate cost attribution.
Cost Allocations
Flexible, transparent allocation methodologies that can be easily adjusted as business structures or strategies change.
- Lease Compliance: Support for lease accounting and reporting requirements, helping organizations maintain compliance while reducing manual tracking and reconciliation.
Security Reporting (ReportIt)
Visibility into user access, security changes, and controls to support governance, audits, and internal compliance requirements.
- Multi-Currency Account Reconciliations: Reconciliation processes that account for transactional and functional currencies, simplifying global reconciliation complexities.
- Tuning & Optimization: Performance tuning and architectural optimization to ensure OneStream runs efficiently—even as data volumes and complexity increase.
People Planning
Workforce planning capabilities that integrate headcount, compensation, and workforce drivers to support more accurate labor planning and forecasting.
- Source System Metadata Integration: Automated synchronization of metadata (accounts, entities, cost centers, etc.) from source systems to maintain consistency and governance.
CapEx / Project Analytics
Detailed tracking and analysis of capital projects, spend, and returns to improve investment decisions and accountability.
- Project & Vendor Reporting: Reporting that ties financial performance to specific projects and vendors, improving oversight and spend transparency.
Data Governance (RequestIt)
Structured workflows to request, review, approve, and implement metadata and data changes—reducing risk while increasing agility.
- Responsibility Reporting: Reporting aligned to ownership and accountability structures, helping leaders understand who owns results and variances.
Sales Cube by Customer & Product
A multidimensional sales model that enables deep analysis by customer, product, geography, and other key dimensions.
- Segment Allocations: Allocation logic that supports segment-level profitability and reporting requirements, including management and external reporting needs.
- Strategic Long-Range Planning: Multi-year planning models that support scenario analysis, strategic initiatives, and long-term decision-making.
- Transactional Currency Plan & Reporting: Planning and reporting at the transactional currency level to improve accuracy, comparability, and global insight.