OneStream-Powered Starter Kit

Strategic Finance. Plan with Confidence. Decide with Clarity. Grow with Purpose.

A complete long-range modeling starter kit developed in OneStream — projecting full P&L, Balance Sheet, and Cash Flow statements in one unified platform.

Full P&L, Balance Sheet & Cash Flow projections in a unified platform
Prebuilt forecast methods, BI dashboards & performance metrics
Scenario management, treasury planning & group consolidation
Excel-like interface designed for finance teams

Schedule Assessment Explore Features

Inplenion Strategic Finance – Long-Range Forecasting dashboard in OneStream

Everything Finance Teams Need for Long-Range Planning

A complete long-range planning foundation — built on best practices, configured to your business.

Cashflow Model Approach

Full P&L and Balance Sheet projected together — the cash flow statement is derived automatically, ensuring mathematical consistency across all three statements.

Prebuilt Forecast Methods

Covering 80–90% of typical accounts out of the box. Choose from growth-over-prior, input-times-driver, and more — or enter values directly when needed.

BI Dashboards & Performance Metrics

Interactive dashboards with performance ratios, EVA analysis, and credit rating metrics — customizable to your business needs and viewable at any entity level.

Scenario Management

Finance-managed scenario creation and comparison — no IT support required. Run Basecase, Upside, Acquire Target, and Sandbox scenarios side by side with waterfall variance reporting.

Strategic Planning Tools

Built-in Depreciation Calculator for forecast CAPEX and a Debt Issuer tool that models issuances, repayments, and interest automatically.

Consolidation & Treasury

Consolidation, optionally with intercompany elimination and FX translation. Group cash position is calculated from entity-level surplus/deficit and managed centrally by corporate holding.

Advanced Analysis — Built In, Not Bolted On

1

Goal Seek

Set a target value on any account in any period and the engine calculates what input is required to reach it. No manual iteration needed.
2

IRR & Investment Analysis

Internal Rate of Return calculations directly in the model — evaluate project-level investments alongside the group financial plan in one environment.
3

Monte Carlo Simulation

See the statistical range of outcomes for any target account by varying key input assumptions within a defined distribution. Understand risk, not just the plan.
4

Acquisition Analysis

Model target company acquisitions in what-if scenarios. Set acquisition date and purchase price — goodwill is calculated automatically and cash flows are correctly classified between investing and operating periods.

Why Build Strategic Finance in OneStream?

OneStream is not a planning overlay — it is a unified platform where actuals and plans share the same data model.

Extensible Dimensionality

Develop business-centric models around the primary group chart of accounts. This powerful feature in OneStream enables individual businesses to expand the overall group's account structure for their business needs.

Native Consolidation

IC elimination, currency translation, and group roll-ups are native — applied consistently to both actuals and forecasts.

Data Integration Engine

Direct-connect and CSV import built in — actuals load directly into the same model, with full audit trails.

Workflow & Security

Built-in workflow for the planning cycle and role-based security — finance controls who enters, reviews, and approves data.