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Your OneStream Partner for Modernized Finance and Reporting

Too many organizations continue to waste precious hours and cycles performing financial close, planning, and reporting using outdated spreadsheets, disparate systems, and overall inefficient processes. We’re not telling you anything you don’t know – it just doesn’t make sense anymore. It’s time to transform and modernize. 

OneStream is the first unified solution for CPM, built on the Microsoft stack. With OneStream you can become a forward-looking, data-driven organization by consolidating your financial close, planning, and reporting processes on a single application. To make the most of this transformative platform you should turn to a OneStream consulting partner like Perficient.

We’re a OneStream Diamond Partner with nearly two decades of experience implementing CPM solutions. To boot, we’re a two-time Microsoft National Solution Provider Partner of the Year, and we’re also an Authorized OneStream Training Provider. We have specialized expertise in the healthcare, financial services, consumer goods, energy, and automotive sectors delivering the full spectrum of project planning and OneStream process solutions:

  • CPM strategy and health checks
  • Cloud readiness assessments
  • OneStream business processes:
    • Financial consolidations and close
    • Account reconciliations
    • Budgeting and forecasting
    • Reporting and analytics
  • Post-implementation support
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Optimize FP&A Processes with OneStream’s AI-Powered Solutions

Perficient partners with OneStream to deliver faster and more accurate planning cycles leveraging OneStream’s AI-enabled forecasting solution Sensible ML (SML). The OneStream platform allows the results of SML to model financial scenarios to make timely decisions, and with Perficient’s CPM expertise, we can provide insight on how to effectively generate use cases to implement SML with OneStream.

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Our OneStream Approach

Our OneStream experts bring a consultative approach with strong finance/accounting backgrounds and industry experience.

Our senior CPM advisors can provide deep perspectives and insights to define the right strategy for your organization with a financial process optimization engagement that will assess your financial and reporting processes in CPM and provide a strategic roadmap with process improvements, platform recommendations, and prioritized objectives.

Get in Touch with Our Experts

Our team of experts is here to help. Whether you're looking for information about our capabilities or our perspective on specific topics, we're ready to assist you. Please fill out the form below, and we will get back to you promptly.

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Learn More About the Power of OneStream to Transform Your CPM

Ready to Modernize Your Financial Processes? We’re Here to Help.