A great addition to your audit tool suite and invaluable in organizing your work.

I love the functions of this software, helps me cut the time it takes to do my accounting processes in half. Makes my job much easier.

The software is easy to use and simple to get use to. It is somewhat simillar to Excel.

It is buggy to change connections or setup connections especially with ORACLE databases. We paid for users to be trained and the training was terrible.

This analyzing tool is very easy to use. It can import various types of files and extract data from them very easily.

The features help me better to understand audit requirements and steps to follow during the course of the audit.

Great customer service, licensing can be a bit cumbersome, but overall, a very user friendly and workable tool for any audit or financial analysis need.

This instructor had a reputation of being terrible according to others in the class with our employees.

Some features are hard to use and the software is subject to freezing and crashing.

Good overall experience, very helpful. Take a minute to get the hang of it but very pleased with the software.

We have been able to audit items that would not have been able to be done any other way and it has greatly improved our ability to complete certain tasks.

First off, the documentation of the software is comprehensive and clear.

Some functionalities are missing compared to other high end softwares.

I found it confusing to use at first and takes a while to learn how to use it well. Other than that I have found no other issues.

Very easy to use and full of functionalities that you can have at this budget. I specially liked the interface, it allows the users to operate smoothly from the very beginning.

This software is very easy to use, permits to the users operate without problem.

This software has very useful features to analyze data. I love how easy it is to import and export data.

It is user friendly, very easy to use for a newbie, the interface is modern and  fr. Esh, is very light and doesn't require a lot of processing power from the host machine.

Granular functional analysis software, useful in many applications.

Highly granular functions, amazing array of pre-made tests, fast and efficient, great automation.

Idea is a very powerful tool that helps with data mining and cleaning. It is also super effective at helping with audit sample design and selection.

It was a waste of money to pay for employees to travel and sit in a training for a week and the teacher was horrible. It was a huge disappointment and no one at the company seemed to care.

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.

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

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.

We love Our OS consultants and customer support.

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

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.

US Dollar

CaseWare IDEA is a financial reporting software that helps businesses collect and analyze data from multiple sources to identify trends. The platform enables administrators to correct the formatting of data imported from Sage, QuickBooks and other accounting packages.

Managers can automatically detect files with international characters and import the encoded data. Additionally, CaseWare IDEA allows teams to secure data in accordance with general data protection regulation (GDPR) compliance protocols.

CaseWare IDEA lets stakeholders collect international data encryption algorithm (IDEA) data from various third-party applications including Microsoft Power BI. 


LongDescription

Sales Trend Analysis

Audit Trail

Dashboard Creation

Compliance Management

Data Discovery

Activity Dashboard

Data Visualization

Multiple Data Sources

Dashboard

Trend Analysis

Drag & Drop

Audit Planning

Search/Filter

Contact CaseWare International for pricing details.


Email/Help Desk

FAQs/Forum

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

CaseWare IDEA

Not Offered

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.

Third-Party Integration

Forecasting

Performance Management

Customizable Reports

Access Controls/Permissions

General Ledger

OLAP

Bank Reconciliation

Financial Analysis

Ad hoc Reporting

Scenario Planning

Financial Management

Strategic Planning

Cash Flow Management

Projections

Scheduled/Automated Reports

Data Import/Export

Multiple Projects

Consolidation/Roll-Up

Version Control

Configurable Workflow

Multi-Currency

Planning Tools

Sales Reports

Real-Time Data

Marketing Reports

Performance Metrics

Scorecards

Multi-Department/Project

Self-Service Reporting

Data Connectors

Multi-Company

Key Performance Indicators

Budgeting/Forecasting

Visual Analytics

Reporting & Statistics

Predictive Analytics

Cash Management

Audit Management

Real-Time Reporting

Income & Balance Sheet

Asset Lifecycle Management

"What If" Scenarios

Reporting/Analytics

Account Reconciliation

Customizable Dashboard

Ad hoc Analysis

Third-Party Integrations

Task Management

Financial Reporting

Profit/Loss Statement

Financial Consolidation & Close Management

Journal Entry Processing

KPI Monitoring

Tax Management

Recurring/Subscription Billing

Nonprofits

Multi-Location

For Government

Inventory Tracking

Expense Claims

Sales Tax Management

Workflow Management

Project Accounting

Reminders

Accounts Payable

Billing & Invoicing

Fund Accounting

Receipt Management

Expense Tracking

Accounts Receivable

Purchasing & Receiving

Inventory Management

Status Tracking

Data Extraction

Aging Tracking

Accounting

Duplicate Payment Alert

Alerts/Notifications

Supplier Management

Document Management

Real-Time Analytics

Invoice Management

Collaboration Tools

Chart of Accounts

Real Time Updates

Expense Management

Accounting Integration

Budget Control

Sales Forecasting

Mac OS

Linux

Web browser (OS agnostic)

Windows 10

Contact OneStream for pricing information or a quote.

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