OneStream 2025: A Year in Review — Episode 091

2025 marked a turning point for finance organizations navigating growing complexity, rising expectations for insight, and accelerating adoption of AI. In Episode 091 of CPM Customer Success, Andy Smetana looks back at OneStream Software’s most significant developments from the year and what they signal for finance leaders heading into 2026. From platform advancements to broader market shifts, the episode provides a grounded review of how finance technology evolved and why those changes matter now.

Episode Summary

This episode begins by setting the broader market context that shaped finance in 2025. CFOs faced economic pressure, increased demand for agility, and a clear shift toward AI-enabled decision support. Against that backdrop, OneStream focused on unifying close, planning, reporting, and analytics to deliver greater predictability and efficiency for finance teams.

Andy reviews several key platform advancements introduced throughout the year. These include expanded AI-driven analytics through Sensible AI, such as benchmarking and outlier detection embedded directly into finance workflows. ESG planning and reporting also became more tightly integrated, reflecting the growing importance of sustainability data in enterprise reporting and investor communication.

The episode highlights OneStream’s progress in modernizing the financial close, with enhancements to journal entry management, transaction matching, automation, and auditability. Productivity and connectivity improvements, including deeper integration with Microsoft tools and workflow automation, helped reduce cycle times and improve access to insight across distributed data environments. The release of Version 9 further reinforced OneStream’s strategy of delivering planning and close within a single unified platform.

Beyond product updates, the discussion addresses OneStream’s $6.4 billion acquisition agreement and what private ownership could mean for long-term focus and AI innovation. Analyst recognition and customer outcomes are used to ground the conversation, showing how finance teams reduced manual work, shortened close and forecast cycles, and shifted their focus from producing numbers to understanding them. The episode concludes by outlining what these changes signal for finance leaders preparing for the next phase of AI-enabled finance.

Listen now:

What You’ll Learn

• How OneStream’s 2025 platform advancements reshaped planning, close, and analytics

• Where AI-driven insights are being embedded into everyday finance workflows

• Why ESG planning and reporting became a core part of modern CPM platforms

• What customer outcomes reveal about the shift from reporting to insight

• How OneStream’s strategic direction positions finance teams for 2026 and beyond

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