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Beyond the Numbers: How Data Integration Expands Finance Planning — Episode 49

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If your planning process is still anchored in historical snapshots instead of real-time insight, finance is being held back by data—not strategy. In this episode of CPM Customer Success, Andy Smetana explores how data integration expands finance planning beyond the numbers, enabling faster, smarter, and more forward-looking decision-making with OneStream.

Episode Summary

Andy breaks down why modern finance planning depends on more than aggregation and static reports. The episode explores the critical role of real-time data integration, why traditional planning approaches struggle with reconciliation and siloed systems, and how OneStream’s unified platform brings financial and operational data together in one place. Through real-world success stories, Andy highlights how organizations are saving thousands of hours by eliminating manual data fixes—freeing finance teams to focus on analysis, insight, and strategy instead of cleanup.

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What You’ll Learn

  • The difference between aggregation and true financial consolidation

  • Why data integration is foundational to modern finance planning

  • How real-time data improves planning accuracy and decision-making

  • Why finance teams spend so much time fixing data—and how to stop

  • Real-world examples of companies saving time with OneStream

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