1. Achieve Modern Finance Objectives

  • CompIntelligence leverages our proven project methodology to help our clients move beyond core CPM concepts such as consolidations, financial planning and reporting.  We utilize our extensive OneStream platform knowledge and vast industry experience to help our clients take the OneStream platform to the next level, implementing solutions such as:
  1.   CFO & Executive Dashboards
  2.   Predictive Analytics
  3.   Tax Provisioning & Forecasting
  4.   Account Reconciliations & Transaction Matching
  5.   Financial Close Management
  6.   Relational Blending & Analytics
  7.   Specialty Planning Solutions
      Customizable MarketPlace Solutions
  1. Domain Expertise

  2. CompIntelligence consultants apply years of industry experience and knowledge of current trends to think outside the box. We apply best practices to establish complex custom solutions within OneStream.
  1. Successful Implementations
  2. ■  Selective hiring practices
  3.   Expertise to deliver successful projects
  4.   Ongoing training & mentorship
  1. Our Consultants
  2.   Selective hiring practices
      Expertise to deliver successful projects
      Ongoing training & mentorship
  1. Custom & MarketPlace Solutions
  2. ■  Full driver-based planning
  3.   Custom allocations
  4.   Interactive executive dashboarding
  5.   Hundreds more

  • Faster Implementation

  • Harnessing knowledge from hundreds of successful projects, CompIntelligence accelerators help us complete your project faster. We apply this expertise to your custom solution to ensure your OneStream implementation is successful and completed within your timeframe.

360° Methodology

A CPM implementation is all about the financial and supplemental data results that flow through the platform. Our 360° Collaboration Methodology was created specifically to address this uniqueness.

We’ve taken the best of many project management frameworks to create an agile approach to project management that successfully completes projects on time, on budget and with the right results. Critical project success factors include:

  1. Objectives & Scope
  2.   Why we are launching this project?
  3.   What defines project success?
  4.   What are we building?

  1. Timeline & Resources
  2.   When do we want to go live?
  3. What skills do we need on our team?
  4.   How much time can they participate?

  1. Budget & Communication
  2.   What is our budget?
  3.   How will we monitor our progress?
  4.   How do we communicate status?

  5. Quality & Risks
  6.   How do we monitor work quality?
  7.   How do we identify and evaluate risk?
  8.   How do we manage and mitigate risk?


Move to a Unified CPM Platform

Considering replacing multiple legacy systems with one unified CPM platform?


Considering replacing multiple legacy systems with one unified CPM platform?

OneStream provides a single Corporate Performance Management (CPM) platform for financial consolidation, planning and analytics that results in reduced costs of ownership and maximization of ROI. Whether you’re evaluating an on-premise or cloud deployment, companies leveraging the OneStream platform are able to modernize their finance operations and extend the value of CPM across the enterprise.

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A Trusted OneStream Implementation Partner

As one of the first trusted implementation partners for OneStream Software,

As one of the first trusted implementation partners for OneStream Software,

Our Clients have come to view us as an extension of their Finance, Accounting & IT teams. We remain ahead of the curve in new technology and advise our clients of the pros and cons so they can make informed decisions. Helping you through all phases of your project, from implementation to training and managed services

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Our Clients: