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OneStream XF vs Planful comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

OneStream XF
Ranking in Business Performance Management
7th
Ranking in Financial Close Software
3rd
Average Rating
9.4
Reviews Sentiment
5.9
Number of Reviews
5
Ranking in other categories
No ranking in other categories
Planful
Ranking in Business Performance Management
15th
Ranking in Financial Close Software
20th
Average Rating
8.0
Reviews Sentiment
6.9
Number of Reviews
2
Ranking in other categories
No ranking in other categories
 

Mindshare comparison

As of October 2025, in the Business Performance Management category, the mindshare of OneStream XF is 4.8%, up from 4.8% compared to the previous year. The mindshare of Planful is 2.9%, up from 2.7% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Performance Management Market Share Distribution
ProductMarket Share (%)
OneStream XF4.8%
Planful2.9%
Other92.3%
Business Performance Management
 

Featured Reviews

Andy Jorgensen - PeerSpot reviewer
Customer satisfaction and data integration shine in multinational consolidations
The best features of OneStream XF are threefold. The first is Extensible Dimensionality, which allows for different levels of detail depending on the task. When budgeting for 2026, Extensible Dimensionality enables detailed breakdowns of supplies into specific items such as printer paper and magic markers. When actuals arrive, that level of detail isn't necessary. This flexibility in collecting and reporting data is a significant advantage. OneStream XF is advantageous because it provides one product that can do everything. Users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup. OneStream XF shows a strong commitment to customer success. While 100% satisfaction is unrealistic, OneStream XF puts in substantial effort to ensure clients are successful, which contrasts sharply with experiences from companies such as SAP. OneStream XF's data integration capabilities with ERP and HCM systems are excellent, thanks to its history. The founders of OneStream XF were the creators of Upstream, which specialized in data integration. When they developed OneStream XF, they implemented that expertise, making it excel at data integration.
reviewer1110591 - PeerSpot reviewer
It has helped us speed up the turnaround time on our consolidation, and we haven't had anything come up that the program has not been able to solve
The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools. The application that we use today for our BI tools is Tableau. That's how people absorb information. We don't really use the functionality or dashboards within Planful because of the robustness of Tableau. That's our single source of data. If Planful was better or more comparable in terms of features and functionality, we could probably leverage that in Planful.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"OneStream XF is advantageous because it provides one product that can do everything; users do not have to purchase separate products for consolidation, planning, and reporting, which saves time and money in training and setup."
"We were with Oracle previously. With Oracle, you have to buy a different piece of software for every business process. If you want to do budgeting, that's a product. If you want to do consolidation, that's a product. If you want to do BI type of work, that's yet another product. So, you end up buying a lot of software from Oracle. With OneStream, it is a little different. It is a platform where you can do all those things, and you can do them with just one software purchase and then you just pay for users on it."
"It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership."
"OneStream XF's unified structure makes it easier for our financial consolidation and planning processes, though I would say we have a standardized way of using it and not that much forward-looking."
"The product's most valuable feature is extensibility."
"It has helped us speed up the turnaround time on our consolidation. We don't have to do reporting in Excel anymore, which has cut down on the errors and the efficiency of our close time."
 

Cons

"Currently, they only support one browser, and it would be good if you could use it on Chrome, Firefox, etc. It is a little frustrating that you can only use a certain Microsoft browser. They're pretty tightly aligned with Microsoft. So, I can see the reasons for it."
"We should be able to download the data in the same format we upload it."
"It's okay for collecting information and setting it up, but for business support, we don't get much from it."
"AI is where I see the most innovation and progress, but it's not fully developed yet."
"There are longstanding challenges with OneStream XF, particularly around the technical aspects that require scripting skills, typically managed by finance departments."
"The part that we liked about Excel is that it had a better interface in terms of just graphical illustration of our results. So, if we wanted to look at our financial trends and put it into some type of graphical interface for people to look at, we still have to leverage Excel for that. The dashboards aren't as usable as maybe some of the other solutions, such as Tableau or other BI tools."
 

Pricing and Cost Advice

"They price it by the user. Before discounting, it is 2,500 or something like that."
"The licensing is expensive."
"The product has a license by the user. They're on par with other competitors."
"Right now, everything is on a three-year term contract, and that is our main cost."
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Top Industries

By visitors reading reviews
Computer Software Company
11%
Manufacturing Company
10%
Financial Services Firm
9%
Healthcare Company
7%
Computer Software Company
20%
Financial Services Firm
8%
Construction Company
8%
Manufacturing Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
No data available
 

Questions from the Community

Seeking lightweight open source BI software
I advise you to try OneStream. This is a very good platform focused on reporting, consolidation and budgeting & forecasting.
What do you like most about OneStream XF?
It offers great ease of use. This impacts not only the end-user experience but also the administrator's, which affects the total cost of ownership.
What is your experience regarding pricing and costs for OneStream XF?
The product has a license by the user. They're on par with other competitors. One thing to consider is their relationship with Microsoft. They often push customers towards Azure, and Azure can get ...
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Comparisons

 

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Overview

 

Sample Customers

Fruit of the loom, Melrose, AAA, Valeo Foods
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Find out what your peers are saying about OneStream XF vs. Planful and other solutions. Updated: September 2025.
869,566 professionals have used our research since 2012.