OneStream Partner
Make OneStream Work For You
Trusted by global leaders
Services
Optimize Your Financial Processes
Custom Implementation
Direct Analytics uses OneStream’s advanced financial capabilities with custom sales metrics to create custom real-time, actionable insights that enhance decision-making and drive smarter sales strategies.
In-Person Training
With interactive, practical exercises and real-world scenarios, our in-person training ensures that your team gains the skills and confidence to work with OneStream efficiently.
Financial Automation
Build faster, more accurate financial closes with automated workflows, real-time data integration, and built-in audit trails, eliminating manual tasks and minimizing errors for better transparency and decision-making.
Transaction Matching
Simplify and accelerate transaction matching with OneStream’s powerful automation tools, ensuring accurate and efficient reconciliation of financial data across systems.
Project Planning
Gain greater control and visibility over projects using OneStream’s project monitoring and planning capabilities, integrating financial data and operational metrics to track progress, manage budgets, and align with strategic goals.
Benefits
Get the Tools for Long Term Success
Scalable System
Our OneStream systems grow with your business, handling larger datasets and new integrations without extra costs.
Streamlined Analysis
We prioritize results by automating processes, ensuring accurate, timely data to deliver meaningful financial insights.
Precise Forecasting
With data-driven models and machine learning, we improve planning accuracy, minimizing risks and seizing opportunities.
Specialization
One Platform. One Focus.
A Unified, Scalable Platform
OneStream consolidates financial data, streamlines planning, and delivers real-time insights—all in one system, eliminating the need for multiple disconnected tools.
Proven Expertise, Tailored Implementations
With deep experience in OneStream, we optimize financial processes with precision—whether for financial close, reporting, budgeting, or transaction matching.
Specialized Partner Advantage
We leverage OneStream’s full potential to reduce manual tasks, improve data accuracy, and drive smarter business decisions.
Approach
Personal, Customized, Bespoke
Custom-Fit Implementations
We design solutions that precisely match your goals, seamlessly integrating with your systems for a smooth and effective transition.
Industry Agnostic
Our approach works for any business, ensuring even niche needs are met with tailored, impactful solutions.
Dedicated Client Partnership
We provide close collaboration, practical guidance, and personalized training to help you succeed every step of the way.
Case Studies
Real Results. Real Impact.
50+
Proven Client Successes
Since 2013, we’ve successfully implemented financial processes, including consolidation, planning, and forecasting, for over 50 clients.
40
Years of CPM Expertise
Our team brings over 40 years of collective experience in Corporate Performance Management, delivering proven OneStream solutions.
30%
Faster Financial Close
On average, our clients reduce financial close time by 30%, streamlining consolidation and reporting with OneStream’s automated workflows.
Process
Start with a Free Consultation
1
Discovery
Through in depth analysis of your process we build a roadmap to collect the key steps of your business. By assessing your core operating procedures Direct Analytics builds a path that is repeatable and flexible for changes that will occur in the course of business.
2
Implementation and Build
We take what we have learned about your business and use the strengths of OneStream to direct your data and eliminate inefficiencies. This streamlined process opens opportunities for clearer reporting and effective analysis.
3
Training
Your business is customized to your market and the training we provide to you will reflect that. Core training is always covered with our builds, but we make sure to customize training to your team and the processes that are specific to your industry.
