OneStream Software is a unified Corporate Performance Management (CPM) platform that helps finance teams manage financial consolidation, close, reporting, planning, and forecasting on a single, governed system. It replaces fragmented finance tools with one trusted source of truth.

OneStream is built for complexity. It supports multi-entity, multi-currency, and regulatory-heavy environments while remaining flexible enough to evolve as business needs change.

Financial consolidation and close with built-in controls

Financial and management reporting with drill-down visibility

Planning, budgeting, and forecasting in the same platform

Extensible architecture to support future use cases

Common EPM Challenges We See

  • Multiple disconnected finance and reporting tools

  • Manual consolidations and long close cycles

  • Inconsistent data across regions and entities

  • Limited visibility into actuals vs. plans

  • High dependency on spreadsheets and offline work

How OneStream Addresses These Challenges

  • Fragmented Systems → Unified CPM platform → Consistent, trusted data

  • Manual Close Processes → Automated consolidation and workflows → Faster close cycles

  • Planning vs Actuals Disconnect → Integrated planning and reporting → Better financial insight

  • Data & Control Gaps → Embedded governance and auditability → Reduced risk

  • Scalability Issues → Extensible platform design → Long-term flexibility

Our Approach to
EPM Transformation

At Cogniviti Labs, we follow a proven methodology to ensure successful finance transformation:

Assess

We evaluate your current finance processes, systems, and capabilities to identify opportunities for improvement and establish a baseline for measuring success.

Design

We work with you to design future-state processes and select the right technology solutions to meet your specific business requirements and objectives.

Implement

We deploy and configure your chosen finance solution, integrate it with your existing systems, and ensure data quality and migration.

Adopt

We drive user adoption through comprehensive training, change management, and communication strategies to ensure your team embraces the new solution.

Optimize

We continuously monitor and optimize your finance solution to ensure it delivers maximum value and adapts to your evolving business needs.