This product is the biggest and best and should absolutely be considered for any AR collection effort functionality. Just make sure to have honest dialogue on needs and price before committing.

They are all so very helpful, kind and patient. When I do have a question and I call rep.

I'm confident that, as our customers get used to more frequent contact, we will see orders being settled more quickly.

I do not we have been charged for some training, which I do not agree with because there have been so many issues with your system.

It definitely has the majority of the market, integrations and flexibility for most situations aswell.

Also, on the new system, the email block is not long enough.

I can't say enough about how wonderful their staff is to work with. Needless to say I am very pleased with the product and service.

Pros:  Flexible, can adapt to your business process, quite intuitive, great visibility into customer accounts.

Setting up automated features requires multiple steps and can be confusing.

Ability to integrate to Merchant Accounts and Credit Score Agencies. Ability to create agendas and follow ups direct them to my Agents.

We have over 3000 customers and with ATC is like I have 2 more Agents working with me to cover all the accounts. I'm very happy with the performance and support from ATC.

Before implementing the software program, talk to the people that are going to be using it. I cannot rate the value of the product because I have no idea what it cost.

It helps a lot when it comes to keeping track with your customers and their accounts. Their customer services is super fast.

I love the communications history - when we had to replace our collections person it was great to be able to retain all the history of her work.

After implementing Anytime Collect, emails are sent automatically and customers can see their overdue invoices. Our Average days outstanding is down to 45 days and our cash flow is much improved.

Having the ability to manage and customize collection efforts in a clear and organized way has significantly improved our DSO.

Not having titles on the emails makes it difficult to know which email is relevant to what the collector is looking for.

Very quick to respond and always helpful. The software is the best we could find out there to fit our needs and so far, I am happy with it.

We have been trying to invest in a program that would allow us to streamline our AR processes.

It helps me organize, track, analyze and collect. Pretty much everything I need to do.

A few pain points with OneStream are related to documentation. There is little to no documentation on marketplace solutions at a level that is useful for a consultant to build off of.

Everything about this company and product made me want to get more and more involved. I love how OneStream is constantly working on improvements the better meet their customers' needs.

Great and responsive service, with lots of offerings that you can add to increase the ROI (task manager, reconciliations) at no extra cost.

Data Integration and Transformation. Out of the box Market place solutions like ACM, ARM, Task Scheduler , Security Audit etc.

It's vast capabilities of reporting, ease of use, BI Blend, Dashboarding and excel.

The ability to report off of, budget, forecast, analyze, and reconcile to the same set of base data is valuable for streamlining our processes.

This extremely powerful software can build our monthly financial reports and supplementals in a fraction of the time it used to take us.

It is worth the time, but you will need some to get a good swing at it.

There is so much we can do it's difficult what to select first.

It's been a great experience with a great product.

Very happy with our choice and would not change decision if could go back and choose different vendor.

Multiple uses for the application without bolting on additional applications and data integration points. Good controls and audit trails.

The software is easy to use and is basically capable of anything you need it to be. The Customer support is very responsive to requests for help, as well as ideas for functionality.

Future vision to implement Account Reconciliations, People Planning, Capital Planning, Sales Planning and Task Manager.

The only downside to OneStream XF that I've encountered is with scheduling - reports, integrations, etc.

There is not any one thing that I don't like about the software. There are a lot of features and it just takes time to implement them.

The ability to have a unified system. OneStream's ability to keep multiple solutions on one platform.

Onestream is a really powerful business account software. It can do from budgeting to focusing for strategic management.

What I like most is the ability to build the software to our specifications and unique situations.

I loved its Asset Planning and Balance Sheets components.

Ease of use and endless customization and development possibilities as your company grows. We have multiple entities in 5 different countries with different currencies and ERP.

No real notable disadvantages or problems experienced.

Can sometimes feel like a maze of information when an error happens.

The customer support is second to none in that they reply within an hour and are helpful in resolving issues and/or answering questions.

Audit Capabilities - within the Onestream to track the changes is nice. Various Dashboard Components to fetch the data is nice too.

As you integrate different processes within the application you extend and reuse than starting again for each implementation.

FLEXIBILITY, EASE OF USE, LOTS OF TIE OUTS / DOUBLE CHECKS BUILT IN.

Integration with Excel is the best I would say.

The ease of use and entirely customizable platform is what I like most about this software.

This is a tough question because there is not anything I can think of that the software is unable to do or does not do well.

It's a simple, dynamic tool that provides a good end-user experience. It has helped us to speed up our close process and provides great analytical tools for users.

The number of solutions that can be built using the platform is unlimited, and the MarketPlace is growing with new solutions all the time.

Easy to use, easy to implement. Cubes facilitate the loading.

The technology is great the seamless integration with excel is one of the most liked features in Onestream from the user's feedback along with consolidations, reports, etc.

We love Our OS consultants and customer support.

In my personal experience, the greatest advantages we have realized from moving to OneStream have been.

We had the pleasure to have a great developer that was so knowledgeable, available and genuinely interested to follow and support our growth in using OneStream.

The overall experience with this software has been good. One of the standout qualities is its ease of use, making it accessible to users with varying levels of technical expertise.

My overall experience with OneStream has been very positive. The customer service is outstanding and OS is always working on improving the product based on customer feedback and needs.

He made us feel part of the great adventure that will change our ways of reporting.

Reducing that need enables the Company to be lean in both IT and Finance functions as it is creating more efficient processes. Dril-Quip has been very pleased with the overall quality of the product.

US Dollar

Lockstep Collect, recognized as a major player in the IDC MarketScape: AR Automation Software Report, helps you get paid faster. Lockstep Collect customers see an average 50x ROI by investing in collections automation improving cash flow by 31% or more. We do this by providing email automation allowing collectors to prioritize and focus, forecasting cash flow, instantly and accurately without spreadsheets and providing a better payment experience for customers. 

Lockstep Collect’s key features include customer communications, invoice presentment, cash forecasting, reports, automated emails, document management and online bill payment. It allows users to send automatic emails to customers based on predetermined rules. Automatic emails can include collection emails, welcome emails, past-due notices and reminders.

Lockstep Collect provides integrations with 40+ accounting or enterprise resource planning software including Sage 100, Sage 300, SageX3, Sage 500, Epicor, Oracle, Sage Intacct, QuickBooks, NetSuite and many more. Support includes training sessions, an online community, training videos, email, phone and chat.



LongDescription

Forecasting

Electronic Payments

Invoice History

Payment Processing

Recurring/Subscription Billing

Customizable Reports

Activity Tracking

Mobile Payments

Financial Management

Project Billing

Credit Card Processing

Invoice Management

Customizable Invoices

Cash Flow Management

Aging Tracking

Data Import/Export

Accounting

Hourly Billing

Multi-Currency

Online Payments

Online Invoicing

Dunning Management

Real Time Data

Billing Portal

Email Reminders

ACH Payment Processing

Workflow Management

Email Management

Activity Dashboard

Invoice Processing

Alerts/Notifications

Payment Collection

Reminders

Invoice Creation

Customer Statements

Customizable Templates

Cash Management

Billing & Invoicing

Accounting Integration

Dashboard

Real Time Reporting

Customizable Branding

Contact Database

Receivables Ledger

Third-Party Integrations

Contingency Billing

Partial Payments

Document Management

Mac OS

Web browser (OS agnostic)

Windows 10

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

Sage Network

In Person

Live Online

Webinars

Documentation

Videos

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.   

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.    
 
Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy.

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