October 2025 Customer Newsletter
This month we're inviting you to join the M365 Early Access Program, celebrating being named Exemplary in Financial Close, Financial Consolidation, and overall Record to Report in the 2025 ISG Record to Report Buyers Guide, sharing how EP Group unified reporting across 100+ companies, and so much more! View Newsletter The October 2025 OneStream customer newsletter includes: Product Updates - Early Access Program, documentation updates 2025 ISG Record to Report Buyers Guide - OneStream named Exemplary Education - New and updated courses, Community improvements Customer Story - EP Group unifies reporting across 100+ companies Solution Exchange Spotlight - QuickLaunch Analytics OneStream Solution Spotlight - Journal Entry Manager Upcoming Events, Webinars and User Group Meetings Guide - 2025 Finance Leader's Guide to CloseOctober 30th: Platform Power Hour Webinar – The Modern Close
Join us on Thursday, October 30 at 10 AM ET / 4 PM CET to discover how to make the financial close process faster, smarter, and more strategic by unifying, automating, and de-risking every step—from transaction creation to financial reporting—so you can OWN the close like never before. In this webinar, we'll demonstrate how: Transaction matching automates high-volume matching across multiple sources with proven volumes & performance – surfacing exceptions early and accelerating reconciliations, certifications, and consolidations. Anomaly detection leverages machine learning for AI-powered reconciliations to surface exceptions and spot anomalies ensuring completeness and accuracy before consolidation. Journal Entry Manager (JEM) empowers finance teams with full lifecycle control, role-specific workflows, and built-in audit trails— centralizing consolidation and operational journal postings across ERPs and business units enabling faster, more accurate period-end closes. Can't attend? Register anyway and we'll send you a link to the recording.
Tech Talks: Designing with OneStream Genesis registration now open!
On this edition of Tech Talks, Doug Kinchley and Jacqui Slone return to take a further look at OneStream Genesis, including using embedded blocks and layouts. Register now and save our seat! https://www.onestream.com/events/tech-talks-designing-with-onestream-genesis/September 2025 Customer Newsletter
This month we're announcing updates to the Financial Close and ESG solutions, helping you save on Instructor-Led Training courses and certification exams, sharing how Parkdale Mills eliminated manual reporting across seven spreadsheet consolidations, and so much more! View Newsletter The September 2025 OneStream customer newsletter includes: Product Updates - OneStream Financial Close and ESG Connect North America - Events in Minneapolis, NYC, and Atlanta Education - New and updated courses, training special offer and more Customer Story - Parkdale Mills streamlines reporting and close cycle Solution Exchange Spotlight - Workforce planning with CompAnalytics OneStream Solution Spotlight - SensibleAI™ Studio Upcoming Events, Webinars and User Group Meetings Report - Women in FinanceSeptember 25th: Platform Power Hour Webinar – Sales Performance Management
Join us on Thursday, September 25 at 10 AM ET / 4 PM CET to discover how Sales Performance Management (SPM) on OneStream unifies your revenue plan, actuals, and incentives in a single trusted platform. Plus, see how OneStream's SensibleAI™ Forecast enhances visibility so you can update plans faster, spot risks sooner, and keep your business on track all year long. You’ll learn how you can: Replace Excel with unified revenue planning. Use OneStream SensibleAI Forecast to surface risks and opportunities sooner. Automate commissions with 100% transparency. Align incentives to your business goals. Create a truly unified view from top-down to bottom-up. Can't attend? Register anyway and we'll send you a link to the recording.Tech Talks: An Architect's Perspective - Design Principles replay now available
The August edition of Tech Talks, An Architect's Perspective - Design Principles is now available for replay. On this episode, Nick Bolinger joins Tom Linton and Matt Kerslake to discuss the sound design principles that make up the CPM Blueprint and how those concepts can be used for training, reference and the start of a global-friendly design. The link below will expire on 9/18 so watch now! You can always watch this episode and all Tech Talks on Navigator as part of your Passport subscription. https://thoughtindustries-1.wistia.com/a/uwemw9pm43z15cuAugust 2025 Customer Newsletter
This month we're announcing Platform and Solution updates, releasing the Splash EMEA agenda, sharing how Angelo State University achieved 99%-time savings in financial reporting and so much more! View Newsletter The August 2025 OneStream customer newsletter includes: Product Updates - IdeaStream, Platform v9.1.0, and more OneStream Splash - EMEA agenda available now Education - New course, admin exam, and special offer Customer Story - ASU achieves 99% time savings for financial reporting Solution Exchange Spotlight - Sales Performance Management OneStream Solution Spotlight - Productivity Pack Upcoming Events, Webinars and User Group Meetings Blog - ChatGPT-5 is Smart, But Finance Needs SensibleAI™August 28th: Platform Power Hour Webinar – Productivity Pack
Join us on Thursday, August 28 at 10 AM ET / 4 PM CET to explore how the new OneStream Productivity Pack empowers finance and operations teams to take control of profitability, streamline analysis, and enhance compliance—without writing a single line of code. In this webinar, you'll learn how: Allocations Management puts finance in the driver’s seat with no-code configuration and full traceability. Analytic Drill Down enables flexible, user-driven exploration of data for faster insights. Admin Assist enhances audit readiness and system maintenance with powerful reporting and search tools. Can't attend? Register anyway and we'll send you a link to the recording.Platform Power Hour Webinar - Annual Operating Planning
July 31st: Platform Power Hour Webinar – Annual Operating Planning Join us on Thursday, July 31st at 10 AM ET / 4 PM CET to learn ‘5 Steps to Streamlining Annual Planning in OneStream’. In this session, we will: Outline the 5 key steps to streamline your AOP process, ensuring it remains relevant and flexible throughout the year. Explain how to automate tasks and leverage data-driven insights to enhance decision-making and performance. Provide a live demo of how you can implement continuous planning using OneStream. Answer your questions about Annual Operating Planning in OneStream. Can't attend? Register anyway and we'll send you a link to the recording.July 2025 Customer Newsletter
July 2025 Customer Newsletter We're excited to bring you the OneStream customer newsletter in a new interactive format. Quickly jump to your favorite sections, bookmark the newsletter to reference later, and share with colleagues. This month we're introducing you to the new Productivity Pack, offering discounted pricing on Splash EMEA passes, sharing how Valeo achieved 96% faster data configuration and so much more! View Newsletter The July 2025 OneStream customer newsletter includes: Product Updates - Productivity Pack & System Diagnostics OneStream Splash - EMEA Registration Now Open Quick Tips - Import templates in ESG Reporting and Planning Solution Customer Story - Valeo achieves 96% faster data configuration Readiness Toolkit - Get the most out of your OneStream data in Power BI Solution Spotlight - Planning Upcoming Events, Webinars and User Group Meetings Blog - AI Talent Shortage in Finance
