Insights on OneStream, CPM & Finance Transformation | Nova Advisory Blog

Transaction Matching in OneStream – Episode 76 | Nova Advisory

Written by Nova Advisory | Mon, Sep 22, 2025

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:

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 

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