Quick Wins with CFO Solutions and OneStream

Quick Wins with OneStream is a video series designed to help finance teams unlock immediate value from their OneStream investment. Each episode showcases practical, high-impact solutions that streamline financial close, reporting, and reconciliation processes—without requiring major system overhauls.

By focusing on targeted enhancements, our Quick Wins help reduce manual effort, accelerate close cycles, and increase data transparency. These are actionable tips finance professionals can implement quickly to drive efficiency, improve accuracy, and get more out of OneStream.

Watch our six Quick Wins episodes here.

Episode 1: Drive efficiency and speed with OneStream's Financial Close solution in under three minutes. 

By connecting financial close data with account reconciliation details in a unified platform, finance teams can:

  • Eliminate manual, spreadsheet-driven reconciliations
  • Accelerate the month-end close process
  • Reduce the risk of errors and audit findings
  • Gain instant transparency into balances, adjustments, and supporting documentation

Episode 2: Real-Time control checks made easy with OneStream, in under two minutes!

Watch this short demo to see how to bring control and consistency into the financial close process by leveraging OneStream’s integrated data environment.

By utilizing OneStream's comparison tools, finance teams can:

  • Ensure consistency between what’s reconciled and what’s reported without needing to match data across systems

  • Catch discrepancies early by performing real-time control checks directly in OneStream

  • Eliminate reliance on manual tracking across spreadsheets or exports from ERPs or point solutions

  • Increase confidence in financial statements by verifying alignment between local and consolidated balances

  • Streamline audit preparation with a transparent, traceable connection between reported results and reconciled values

Episode 3: Automate Intercompany Transaction Matching and Eliminate the Spreadsheet Grind

Watch this short demo to see how OneStream’s Transaction Matching solution can automate 95%+ of your intercompany reconciliations, eliminating the manual matching process.

By automating transaction matching in OneStream, finance teams can:

  • Match intercompany transactions in real time using configurable matching logic

  • Automatically surface missing, disputed, or unbalanced transactions for review

  • Eliminate the need to extract and compare data manually in Excel

  • Create custom dashboards for controllers to easily monitor and act on exceptions

  • Generate reports aligned with ERP journal structure to simplify adjustments

Episode 4: Automated Cash Flow Reporting That’s Easy to Build and Even Easier to Maintain

Watch this short video to see how CFO Solutions helps teams build scalable, automated cash flow statements using OneStream’s Blueprint logic, enhanced for real-world complexity.

With this solution, finance teams can:

  • Generate traditional cash flow statements, matrix, and waterfall views

  • Automate roll forwards, including depreciation to PP&E, to streamline entries

  • Leverage balance sheet activity and manual inputs for complete reporting

  • Make quick adjustments through easy-to-use workflow forms

  • Maintain the logic with simple text field edits—no coding required

Episode 5: Simplifying People Planning with the OneStream Marketplace Solution

Watch the full episode now and discover how you can get a quick win by eliminating manual processes and enabling smarter workforce planning in OneStream.

In this episode, you'll learn how to:

  • Upload and manage your employee register inside OneStream
  • Automate workforce calculations including benefits, 401(k) matches, SUTA/FUTA, and more
  • Use the Employee Results tab to view individual-level planning data across time periods
  • Compare year-over-year or scenario-based changes using the built-in Change Report
  • Push data to the cube and see real-time output reports in a centralized dashboard
  • Eliminate version control issues by housing all planning inputs and outputs in one place

Episode 6: Simplifying Pro Forma Reporting for Acquisitions in OneStream

Watch this six minute demo to see how to automate pro forma reporting for acquisitions using OneStream scenarios, giving management the insights they want without complicating your actuals.

With this win, teams can:

  • Separate actual post-acquisition data from pro forma management views using dedicated scenarios

  • Automate the blending of pre-acquisition and post-acquisition data for a complete pro forma picture

  • Avoid redundant data loading by dynamically pulling actuals into the pro forma scenario

  • Provide flexible reporting views with simple scenario selection for end users

  • Support management “what-if” analysis without disrupting GAAP reporting

Looking for more Quick Wins for your OneStream application?

Subscribe to our exclusive Quick Wins content series and receive exclusive bonus tips from our team.

OneStream Quick Wins Content Series

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