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.

Inventory management is difficult in my business. Also forgot to hit save a few times and lost my quote.

Simpro is a powerful platform and integrates very well with other financial software that we use. It allows for all departments in our company to work seamlessly together.

Dispatching, Purchase order, Estimating and billing portion of the software top notch flow great to together awesome.

Job costing is an important concern for us and SimPRO does an excellent job of tracking job costs.

I have been in contact multiple times with the Help Desk/Software Support and they are great too.

It is much better Job cost then we have used before.

I really like the way the software is laid out. Pretty easy to navigate.

Simpro lied and misled me at the very start to get my business now wont refund me what i have paid now i have cancelled. Now in the hands of my solicitor.

We are all very happy with the way this system handles assets, we will be able to move our entire previous work history into these notes as it pertains to site location.

It is user friendly from both the administration and technician standpoint. My technicians are actually excited about using simPRO because it is straightforward and efficient.

There are a few confusing aspects of the contacts database and how it relates and connects to jobs, quotes, customers, etc.

Paper would be faster and more efficient some days. The worst part about this is the application on android has not had an update since april 2019.

The simPRO Mobile App is logical and easy for our technicians to add time and materials to in the field. The ability to easily add photos and attachments to the job is a nice feature.

Their customer service is awesome. There are so many different ways to get in touch with someone and they're quick to respond.

SimPro Suite is a CRM that Provides a Great Software and Excellent Supprt.

Ease of use, functionality, easy to scale up and down with the software.

The mobile platform is rubbish. Constant crashing and syncing errors.

The custom reporting is a bit difficult and confusing.

The software is pretty excellent when it comes to creating, managing and invoicing jobs with day to day clients. Most aspects of the desktop software are quite easy to use and understand.

And slightly blurred pricing on number of licenses will be charged at what point.

The software has been great and had performed as described. The integration team has been awesome as well.

Sales Guy : I'm super happy that rep came out to help me sell this software to the owners of my company.

Easy to implement the back office side works really well and gives the ability to manage stock and jobs easily. The integration into Quickbooks is flawless and is a great boon.

Clients are thrilled that during a meeting I can pull up Simpro and provide answers to all their questions. I recommend SimPro to anyone who is looking for a user friendly CRM that works.

The workflow in simPRO is quite comprehensive and yet logical. We love the ability to turn a lead into a quote... then track it into a job, and to an invoice and payment.

Integrating our old software to simPRO was difficult due to our old software running on DOS.

US Dollar

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.

LongDescription

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

Audit Trail

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

Data Visualization

Cash Management

Dashboard

Audit Management

Real-Time Reporting

Income & Balance Sheet

Asset Lifecycle Management

"What If" Scenarios

Reporting/Analytics

Account Reconciliation

Customizable Dashboard

Ad hoc Analysis

Drag & Drop

Third-Party Integrations

Task Management

Financial Reporting

Profit/Loss Statement

Search/Filter

Financial Consolidation & Close Management

Journal Entry Processing

KPI Monitoring

Tax Management

Recurring/Subscription Billing

Nonprofits

Multi-Location

For Government

Inventory Tracking

Compliance Management

Expense Claims

Sales Tax Management

Workflow Management

Project Accounting

Activity Dashboard

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

Dashboard Creation

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.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

201-500

501-1000

1000+

OneStream

In Person

Live Online

Webinars

Documentation

Videos

Simpro is a powerful job management software solution created by trade contractors, for trade contractors. If your business struggles with quoting multi-stage projects, managing inventory, communicating with technicians, or any other areas of your workflow, Simpro provides a streamlined platform to address your pressing challenges all while helping you increase productivity and profits.


More than 250,000 field service professionals in the commercial and residential spaces trust Simpro for workflow management. Simpro combines cloud-based software for the office with mobile apps for technicians for superior office to field connectivity. 


Simpro is a top-rated choice in the field service industry due to easily-accessible customer support, online help guides, in-depth implementation and training, and consistent software updates that are tailored to customers’ needs. Additionally, Simpro connects with QuickBooks and Xero for streamlined accounting and job management.



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