Skip to content
4 min read

A Match Made in Heaven – Transaction Matching in OneStream – Episode 76

Featured Image

Reconciliations don’t have to be painful.

In this episode, we explore how OneStream’s Transaction Matching (TXM) transforms one of finance’s most time-consuming bottlenecks into a streamlined, automated process.

Manual matching in spreadsheets is slow, error-prone, and risky. Bank reconciliations, subledger-to-GL checks, and intercompany accounts can pile up to tens of thousands of records every close cycle—leaving finance teams stuck in data wrangling instead of decision-making.

Host Andy Smetana highlights why TXM is a game-changer: configurable matching rules, direct ERP and bank integrations, guided workflows, and a complete audit trail—all built directly into OneStream’s unified platform. You’ll hear how two organizations, a high-growth services company and a financial institution, transformed their close with faster reconciliations, improved accuracy, and real-time transparency.

Listen now:

applepodcast

Apple Podcasts
Start from the beginning or jump into the latest episodes, all available on Apple Podcasts.

Listen To The Latest Episode Here

spotify

Spotify
Stream the newest insights or catch up on past success stories, right here on Spotify.

Listen To The Latest Episode Here

youtube

YouTube
Watch full episodes and behind-the-scenes conversations anytime on our YouTube channel.

Listen To The Latest Episode Here

 

What You’ll Learn

  • Why manual reconciliations in spreadsheets create hidden risks and delays

  • How configurable rules (one-to-one, one-to-many, many-to-many) streamline matching

  • The power of TXM’s unified platform advantage vs. bolt-on tools

  • Real-world impact: 40,000+ transactions matched in minutes at 99% accuracy

  • How finance teams free up time for analysis and strategy instead of manual work 

Subscribe to the CPM Success Newsletter

Don’t miss an episode. Sign up to get weekly podcast updates, OneStream insights, and real-world finance transformation stories, delivered straight to your inbox.