
Break the Dependence on Excel
We understand that spreadsheets are still the standard tool in finance. Excel works, until one day it doesn't, as the need to collaborate, automate rules and scale, flips easy to use to impossible to manage. Manual, error-prone processes decrease productivity and slow planning cycles. Dependence on these types of tools pose significant risks to the financial leaders responsible for driving down risk across the business. Let us show you tools that integrate with Excel to provide better collaboration across your organization.
Financial Planning, Analysis, Budgeting & Forecasting
Simplify and accelerate all processes in finance through a unified planning, reporting, and analysis solution. Waypoint will implement and guide you through the entire process with seasoned subject matter experts. Deploy within weeks instead of months utilizing pre-built models for Financial Reporting and Planning related activities.


Cloud, Hybrid or On-premise
Choose a flexible cloud, on-premises, or hybrid deployment with options that align with your IT strategy.
Corporate Performance Management Partnerships


Planful is the FP&A Platform for Continuous Planning
- Eliminate Manual Processes
Automate manual financial processes to save time, reduce errors, and move at the speed of business. Complete all of your financial activities and deliverables more efficiently and with less manual effort. - Build Rolling Forecasts
Use rolling forecasts to replace annual planning cycles so that you can respond to changing business conditions as they happen. Continual forecasting provides more accurate financial plans, increased agility, and optimized financial results. - Drive Strategic Planning
Leverage data from across the business to drive long-term value and growth. Automate the tedium and manual steps behind the strategic planning process so you can spend more time analyzing and collaborating and less time fighting with spreadsheets. - Conduct Ad Hoc Analysis
Simplify complex ad-hoc financial analysis for both finance and business users. Explore financial insights quickly and with confidence.


A Modern, Unified Platform for Corporate Performance Management
- Strategic Planning and Modeling
Drive long-term strategy and analyze alternative value creation scenarios. Quickly develop baseline plans for organic growth strategies and potential M&A initiatives. - Financial Budgeting and Forecasting
Simplify the entry of budget and forecast revisions by leveraging dynamic web forms or the comfort of Excel to instantly create or update the plan or forecast. - Detailed Operational Planning
The XF MarketPlace contains a full set of specialty planning solutions that all leverage and extend the OneStream XF Platform. - Predictive Analytics
Download Predictive Analytics 123 from the XF Marketplace, configure and deploy predictive models across the planning process.

IBM® Cognos Controller
IBM® Planning Analytics
Planning, budgeting, forecasting, analysis and scorecarding in one solution.
- Customizable workspace
- Data integration with SAP, Oracle and other sources
- In-memory analytics
- Predictive insights uncovered automatically
- Flexible, scalable deployment
- Multidimensional scenario modeling
- Powerful Planning & Analysis
- Integrated Scorecards
- Flexible Modeling

Maximize Corporate Finance Performance
- Comprehensive planning, budgeting, and forecasting for organizations operating on either an annual or rolling basis
- Powerful, driver-based modeling for scenario analysis and to link financial and operational plans
- Complete financial consolidation including inter-company eliminations, partial ownership rules, and statutory reporting
- Extensive reporting capabilities to enable financial, management, ad hoc, and regulatory reporting
Contact Us to Schedule a Discovery Session Today
Call (866) 826-7075 x1
