OneStream - SandPoint Consulting

Technology

OneStream

Harness the power of OneStream with SandPoint

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OneStream unifies financial and operational data, streamlines processes, and drives informed decision-making. Since 2019, we’ve helped organizations across industries maximize the value of their OneStream investment. Our deep platform expertise, combined with our proven implementation methodology and understanding of your business challenges, enable us to deliver tailored solutions that drive results.

OneStream is a leading cloud-based corporate performance management (CPM) platform that delivers a single source of the truth across finance, operations, and other departments. It offers a unified platform for financial consolidation, planning, reporting, analytics, and data quality.

Recent OneStream clients

Case study

Streamlined financial consolidation at Cricut

Our OneStream services

From implementation to optimization, our comprehensive OneStream services boost your team’s efficiency and deliver exceptional results.

Strategy and implementation

From initial planning to successful go-live, our team will work with you to design and implement a tailored OneStream solution that aligns with your unique business needs.

Data migration and integration

Our team will facilitate the migration of historical data to OneStream while ensuring data integrity and accuracy. We’ll create data integrations with your financial and operational systems for go-forward data.

Reporting and analytics

Transform your data into actionable insights with our expert reporting and analytics services. We’ll help you create customized dashboards and reports that drive informed decision-making.

Training and enablement

Empower your team with the knowledge and skills to effectively utilize OneStream. Our comprehensive training programs ensure user adoption and maximize the value of your investment.

Ongoing support and optimization

We provide ongoing support to ensure optimal performance, address issues promptly, and continuously improve your OneStream environment.

OneStream's key benefits

Elevate your finance function with a platform built for efficiency, accuracy, and growth.

Unify your financial processes

Streamline financial planning, budgeting, forecasting, and close processes into a single, centralized platform for enhanced efficiency and control.

Expand your solution ecosystem

Access a library of more than 75 pre-built solutions that you can download and configure to extend OneStream's functionality.

Enhance your visibility

Improve data accuracy, consistency, and accessibility through centralized data management to support reliable reporting and analysis.

Master your data

Centralize data management for improved accuracy, consistency, and accessibility, supporting reliable reporting and analysis.

Streamline your operations

Seamlessly integrate OneStream with existing systems (such as CRM, HCM, or data warehouses) to optimize workflows, reduce manual effort, and improve data flow.

Transform your reporting

Eliminate reliance on Excel and manual processes. Automatically create and distribute accurate, timely reports with pre-built templates and advanced analytics.

OneStream use cases

Optimize your business performance with targeted OneStream application for every financial challenge.

Financial Planning

Create comprehensive budgets, forecasts, and financial models to support strategic decision-making and optimize resource allocation.

Financial Reporting & Analytics

Generate accurate and timely financial reports, perform in-depth analysis, and uncover actionable insights to drive business performance.

AI Financial Forecasting

Leverage advanced analytics and machine learning to improve forecast accuracy, identify trends, and mitigate risks.

Profitability Analysis

Gain deep insights into business performance by analyzing profitability at various levels of the organization.

Predictive Analytics

Utilize data-driven models to forecast future trends, optimize operations, and identify potential opportunities or risks.

Financial Close & Consolidation

Accelerate the financial close process, improve accuracy, and enhance transparency with automated data collection, consolidation, and reporting.

Account Reconciliation

Streamline account reconciliation processes, reduce errors, and improve efficiency through automation and exception management.

Transaction Matching

Automate the matching of transactions to improve efficiency, reduce errors, and enhance fraud prevention.

Financial Data Quality

Ensure data accuracy, consistency, and completeness to support reliable financial reporting and analysis.

Compliance Solutions

Manage regulatory compliance requirements, mitigate risks, and streamline audit processes.

Tax Provision

Optimize tax planning, calculations, and reporting to minimize tax liabilities.

ESG Reporting & Planning

Measure and report on environmental, social, and governance performance to meet stakeholder expectations.

Capital Planning

Evaluate and prioritize capital investment projects to maximize returns and allocate resources effectively.

People Planning

Align workforce planning with business objectives, optimize talent management, and control labor costs.

Sales & Operations Planning

Improve supply chain visibility, optimize inventory levels, and enhance customer satisfaction through integrated planning.

Let's implement together.

Our SandPoint team has been trusted OneStream partner for companies across industries.

We understand your world

We are more than technologists; we are financial analysts, CPAs, and experienced consultants with deep functional expertise in financial close, planning, reporting, and more.

Our team is your advantage

Our team is composed of top-tier talent from Big 4 accounting firms, industry experts, and seasoned consultants, averaging 15+ years of experience.

Best of both worlds

You deserve exceptional consulting without the hefty price tag. With SandPoint, you get world-class expertise and personalized service at boutique firm rates.

Partners for the long haul

Our collaborative approach ensures faster results and long-term success. We're committed to supporting your business well beyond project completion.

OneStream insights

OneStream platform overview

OneStream

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Curious how OneStream can help you?

Do you have questions about OneStream, are you curious about how it works, or wondering whether this is the right solution for you? Let's talk.

We're here to help