OneStream services
RSM and OneStream: Transform finance with confidence
RSM’s OneStream capabilities are built around end-to-end support, from strategy and readiness through implementation, adoption and optimization. In this structure, you work with a team that understands both the technology and the finance processes required to make the platform deliver long-term value.
The RSM OneStream team has established a people-centric, mission-driven culture with an unwavering commitment to fostering a supportive and inclusive development environment. This culture helps us staff each engagement with the right team that delivers:
Technical experience
Our proposed core teams bring decades of combined experience implementing EPM/CPM solutions.
Accounting knowledge
Our teams are staffed with members who have deep consolidation and finance process experience.
Program management
Strong and dedicated project management and governance are key to the success of any program considering criticality and timeline. We bring experienced project management to help ensure exactly that.
Empower finance with OneStream in a single, intelligent platform
OneStream is an enterprise finance management platform that unifies financial and operational data in one environment, helping organizations modernize planning, financial close and consolidation; account reconciliation; reporting; and analytics. The comprehensive platform is designed to give finance teams a more trusted, connected view of performance while improving speed, control and decision making.
OneStream’s platform is built to reduce the complexity that comes from disconnected point solutions by bringing core finance processes together into a single platform. That unified approach supports more consistent data, stronger governance and a clearer line from finance data to trusted business insights.
Streamline finance across every function
OneStream is built for the office of the chief financial officer and the broader finance organization, including controllership, financial planning and analysis, accounting and reporting teams. It can transform finance by managing complex planning and forecasting, multientity close and consolidation, account reconciliation or enterprise reporting from a more centralized and finance-governed platform.
It is also a strong fit for organizations looking to connect finance and operational data more effectively so leaders can move from static reporting to faster, more actionable decisions that steer the business forward.
A modern, unified, AI-powered finance ecosystem
With OneStream, you can streamline your finance processes in a connected, intelligent solution with extensive features and functionality, including:
- A unified finance platform: OneStream brings financial and operational data together into a single source of truth across planning, close, reconciliation and reporting.
- Financial close and consolidation: The platform supports global consolidations, intercompany eliminations, currency translation and compliance.
- Account reconciliations and transaction matching: OneStream helps your finance team improve control, reduce manual effort and accelerate the close process through AI-powered reconciliations and connected workflows.
- Planning and forecasting: OneStream supports planning, forecasting and scenario analysis so your finance team can adapt more quickly to change and guide business performance with greater confidence.
- Reporting and analytics: The platform offers guided and ad hoc reporting, dashboards, Excel integration, and analytics designed to help your users understand performance and act on it faster.
- Extensible platform architecture: OneStream enables your organization to continuously expand capabilities on a single platform as business requirements evolve, with a unique capability to satisfy multiple reporting views and various levels. Finance leaders can extend solutions across planning, close, reporting and operational use cases while maintaining consistent data, governance and user experience.
- AI capabilities: OneStream’s “SensibleAI” combines machine learning, generative AI and agentic AI to automate forecasting, accelerate financial close processes, provide natural-language analysis, identify anomalies and risks, generate narrative insights, and improve decision making—all within the governed OneStream finance platform.
Solutions we provide
Our experienced team provides end-to-end OneStream solutions, including:
RSM delivers foundational value quickly, leveraging pre-built frameworks and accelerators to deliver the foundational layer of OneStream.
- Financial management success: Our teams leverage pre-built (but modifiable) accelerators, including predetermined account structures, resulting in rapid deployments.
- Self-service reporting and analysis: With guided reporting, predefined income statement, balance sheet and cash flow report templates, as well as built-in analytics, you can report and analyze financials at any level, with confidence.
Why RSM
A proven methodology built to accelerate and optimize finance transformation
1. Through our deep EPM/CPM implementation experience, we have developed a successful deployment approach:
Accelerated design
We leverage our in-house methodology to accelerate design activities with requirements and design templates, sample reports and dashboards, enabling timely decisions without spending multiple hours in workshops and sessions.
Finance-centric design
The solution is designed to set up finance as the enabler of business and operations.
Change management
Iterative design along with multiple testing and training cycles enable increased user engagement. This helps manage change and promotes end-user adoption of the solution.
2. Extensive industry experience
- OneStream technical knowledge backed by deep industry insight
- OneStream knowledge is most valuable when it is paired with business context. RSM combines platform and CPM experience with deep finance, operational and industry understanding so you can leverage solutions that fit your specific reporting requirements, planning processes and growth strategy.
3. A skilled, qualified team
- Industry-specific insight and advice
- 50+ years in implementing CPM solutions
Ready to get started?
OneStream provides the connected foundation finance teams need to move faster, operate with greater confidence and deliver stronger business insights. With RSM's deep finance and implementation experience, you can accelerate transformation and maximize long-term value from your investment.
Explore how RSM and OneStream can help you leverage an AI-driven foundation built for modern finance. Contact our team to learn more.
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