OneStream vs. Planful Comparison


OneStream OneStream Software	Planful
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OneStream	Planful
		Related Products Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website for Epicor Financials Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 4.3 out of 5 stars 8,836 Ratings Visit Website for Sage Intacct Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 4.4 out of 5 stars 6,139 Ratings Visit Website for Xero Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 4.7 out of 5 stars 187 Ratings Visit Website for Martus Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 4.8 out of 5 stars 6 Ratings Visit Website for Banker's Dashboard Budgyt Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around. 4.8 out of 5 stars 291 Ratings Visit Website for Budgyt ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 4.6 out of 5 stars 19,572 Ratings Visit Website for ClickUp RunMyJobs by Redwood RunMyJobs by Redwood is the #1 and only enterprise workload automation solution that's SAP Endorsed, achieving premium certification and the highest SAP verification for outstanding customer value. With a guaranteed 99.95% uptime and 24/7 support, you can automate end-to-end processes in complex environments reliably, on-prem or in the cloud. SAP customers can keep a clean core and ensures no process disruptions during multiphase RISE migrations with seamless integration with S/4HANA, BTP, ECC and 1,000+ pre-built SAP templates and connectors. Enjoy unparalleled freedom to connect to unlimited servers, applications, and environments, from modern SaaS solutions to legacy systems. Build automations faster with a low-code, drag-and-drop visual editor and an extensive library of templates. Monitor every process from a single pane of glass with real-time visibility. Receive early warnings and configure alerts of potential issues to address them before they impact operations. 4.8 out of 5 stars 429 Ratings Visit Website for RunMyJobs by Redwood Melio Melio is an accounts payable tool built to simplify bill payments, boost workflow efficiency, and optimize cash flow for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Pay vendors online through bank transfers or credit/debit cards, even if they typically accept checks—Melio manages the manual work for you. Effortlessly integrate with QuickBooks and Xero to ensure your financial records stay current. With Melio, pay by bank transfer or card to extend cash flow and earn rewards. Adding vendor or bill details is a breeze—input them manually, upload files, or take a photo of invoices. Schedule payments to align with your cash flow, and let Melio handle the rest. International vendor payments are made easy by paying in their local currency for products and services your business needs. The Melio mobile app, available for iOS and Android, lets you monitor and manage payments anytime, giving you full control over your finances on the go. 4.1 out of 5 stars 2,214 Ratings Visit Website for Melio SurePayroll SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants. 4.3 out of 5 stars 853 Ratings Visit Website for SurePayroll
OneStream: About Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application.	Planful: About Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes.
OneStream: Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Planful: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
OneStream: Audience A supremely robust solution for Enterprise level businesses with more than 200 customers.	Planful: Audience Helps finance automate processes to accelerate the time spent on turning insights into action.
OneStream: Support Phone Support Not Supported 24/7 Live Support Supported Online Not Supported	Planful: Support Phone Support Supported 24/7 Live Support Supported Online Supported
OneStream: API Offers API Not Supported	Planful: API Offers API Not Supported
OneStream: Screenshots and Videos View more images or videos	Planful: Screenshots and Videos View more images or videos
OneStream: Pricing No information available. Free Version Supported Free Trial Supported	Planful: Pricing No information available. Free Version Not Supported Free Trial Not Supported
OneStream: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Planful: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

OneStream: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Planful: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
OneStream: Company Information OneStream Software Founded: 2010 United States www.onestreamsoftware.com	Planful: Company Information Planful Founded: 2000 United States www.hostanalytics.com
OneStream: Alternatives Quick Consols 4.9 out of 5 stars	Planful: Alternatives Martus Martus Solutions 4.7 out of 5 stars
OneStream: Anaplan	Planful: OnPlan 5.0 out of 5 stars
OneStream: FinAlyzer Beyond Square Solutions 4.7 out of 5 stars	Planful: FinAlyzer Beyond Square Solutions 4.7 out of 5 stars
OneStream: Vena Vena Solutions	Planful: Anaplan
OneStream: Prophix Prophix Software View All	Planful: Prophix Prophix Software View All
OneStream: Categories Budgeting Supported Business Performance Management Supported Financial Close Supported Financial Consolidation Supported Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported General Ledger Supported Reconciliation Supported Reporting Supported Sales Planning Supported	Planful: Categories AI Accounting Supported AI Finance Supported Budgeting Supported Business Intelligence Supported Business Performance Management Supported Cash Flow Forecasting Supported Data Visualization Supported Financial Close Supported Financial Consolidation Supported Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported Reporting Supported Strategic Planning Supported
OneStream: Budgeting Features "What If" Scenarios Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Not Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Supported Version Control Supported Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Supported Qualitative Analysis Supported Quantitative Analysis Supported Scorecarding Supported Strategic Planning Supported Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Not Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported	Planful: Budgeting Features "What If" Scenarios Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Supported Version Control Supported Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Supported Qualitative Analysis Supported Quantitative Analysis Supported Scorecarding Supported Strategic Planning Supported Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported Show More Features Business Intelligence Features Ad Hoc Reports Supported Benchmarking Not Supported Budgeting & Forecasting Not Supported Dashboard Supported Data Analysis Not Supported Key Performance Indicators Supported Natural Language Generation (NLG) Not Supported Performance Metrics Supported Predictive Analytics Not Supported Profitability Analysis Not Supported Strategic Planning Supported Trend / Problem Indicators Not Supported Visual Analytics Supported Data Visualization Features Analytics Supported Content Management Supported Dashboard Creation Supported Filtered Views Supported OLAP Supported Relational Display Supported Simulation Models Supported Visual Discovery Supported Strategic Planning Features Budgeting & Forecasting Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Supported KPIs Supported Modeling & Simulation Supported Roadmapping Supported Scenario Planning Supported Scorecards Supported
OneStream: Integrations CXO Software Supported EPMware Supported Longview Tax Supported Microsoft Excel Not Supported Sage Intacct Not Supported View All 3 Integrations	Planful: Integrations CXO Software Not Supported EPMware Not Supported Longview Tax Not Supported Microsoft Excel Supported Sage Intacct Supported View All 3 Integrations
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