Reports already created have a lot of unnecessary columns on them when they are run and there was no way for us to customize to what we needed.

The reporting is excellent and it is very easy software to work with. The customer support is accessible and the response time is good.

Our customer service representative [sensitive content hidden. Has been a great partner to us.

Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date.

The customer service team is also great to work with, they are very knowledgeable about all types of awards and are timely on their responses.

The overall benefit of using Certent is that it has save us time during month-end.

We tried to set up the Section 16 module, but with our company having some legacy plans before we spun from our parent, it was becoming too difficult and too costly to properly pull in that data.

Their customer support is outstanding. When I've had an issue, they've addressed it immediately.

I love their capability on calculating and tracking functions.

Ease of use, user interface friendly, great and timely customer support.

This software is easy to use and the reporting tools are great.

Overall, a great product with great features at a moderate price.

Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.

It is a simple tool to help me keep track of my stock options.

The financial reporting is good and gets us where we need to be come audit time. Integration with various brokers is helpful for tailoring uses for different company needs.

I am very pleased with the product and value of the software, it is built to handle corporations much larger and complex than us, but it is still user friendly to our needs, and is still affordable.

Reports have weird names. Refreshing to fidelity's isn't always the easiest.

The software is very user friendly and there are many help articles to help self learn the software. The support team is also helpful.

The Team that has helped us implement the product was fantastic. They walked us through the process and truly held our hand to ensure we were setting it up properly.

The software is missing some key features that will impact the future.

I am always comfortable that if I have a question I have the support desk to help me.

I really enjoy working with our team as they are very supportive.

They take something that is already difficult for many people to understand and make it worse by having  a terrible UI, and login and authentication process.

Software provides forecasting which has been extremely powerful especially in these economic times.

Also, there is limited Pay vs. Performance functionality.

Can be so fickle with timing of the activity. Not very fluid to correct misinformation from data uploads.

The system can hand any time of award our organization would like to grant, and it has all the tools necessary for accounting, activity, and regulatory requirements.

Certent Equity Management is extremely valuable in my quarterly SEC and investor reporting as well as our internal tracking of stock option expense items.

The website has a robot to answer some basic questions which save me time. It is very clear to know how much I have for the stocks, easy and simple.

Customer service is extremely responsive and very helpful. I've submitted dozens of cases and usually receive a response in a few hours or less.

The communication and assistance we receive has always been 10/10, and this is a strong reason why we have stayed loyal customers of Certent.

In the beginning, we had a dedicated account representative, but that person has changed a few times over the years and we've lost touch.

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

•Transmit information seamlessly between existing data sources.

•Your choice of broker and payroll providers
 
•Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant

•Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement

•Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements

•Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting"

LongDescription

Real-Time Analytics

Options Management

Document Storage

Activity Tracking

Private Equity

Public Equity

Employee Reward Programs

Incentive Management

Vesting Management

Data Import/Export

Employee Self Service

Cap Table Management

Self Service Portal

Audit Trail

Compliance Management

Real-Time Data

Grant Management

Reporting & Statistics

Reminders

Deal Management

Audit Management

Real-Time Reporting

Participant Portal

Investor Reporting

Compensation Statements

Contact Certent for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

51-200

201-500

501-1000

1000+

Certent Equity Management

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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