Upload of financial statements into OneStream

Hi Nancy,

I think I am missing something in your question. Is your question if OneStream can import (trial balance) data to publish their financial statements based on this data in a Word file or as PDF, and, then possibly adjusting the numbers in OneStream (as per data model) and then publish their financial statement again?

If your question is more with regards to editing the financial statement in Word (narrative reporting), you might want to have a look at the OneStream Reference and Design Guide's section on extensible documents (E.g. see chapter "Presenting Data With Extensible Documents"). One can also use this functionality in conjunction with Task Manager (if I am not mistaken) and check out different chapters of a document and steer the collaboration process with this solution.