Transform Planning, Budgeting, and Forecasting with OneStream

Take Finance Agility to the Next Level. Traditional planning systems often leave organizations stuck with siloed spreadsheets, disconnected processes, and static annual budgets. OneStream changes everything — delivering a unified, intelligent platform that empowers Finance to plan dynamically, forecast accurately, and respond to change with confidence.

At RVNA Technologies, we help finance teams modernize and streamline their planning, budgeting, and forecasting processes to drive greater business agility and strategic value.

OneStream for Modern Planning, Budgeting, and Forecasting

Driver-Based Planning for Real-World Agility

Most organizations still plan with static budgets that become irrelevant within months. OneStream enables driver-based planning, aligning forecasts to operational metrics and real-world business drivers — creating plans that evolve with your business, not against it.

✅ Model revenue, expenses, and KPIs dynamically
✅ Instantly adjust forecasts as business drivers shift
✅ Empower operational leaders to contribute meaningfully to forecasts

Continuous Forecasting and Rolling Updates

Annual planning cycles no longer work in today's fast-changing environment. OneStream enables rolling forecasts that allow you to project performance 12–18 months into the future, updating continuously based on the latest actuals.

✅ Predict trends early and adjust course quickly
✅ Replace static budgets with living forecasts
✅ Reduce surprises at quarter-end or year-end

Integrated Business and Financial Planning

Siloed financial and operational plans cause misalignment and poor decision-making. OneStream unifies business and financial planning into one platform — breaking down barriers across Finance, Sales, Operations, HR, and more.

✅ Align financial forecasts with operational plans
✅ Integrate sales, workforce, and capex planning seamlessly
✅ Support cross-functional decision-making with unified data

Self-Service Budgeting for Business Users

Finance shouldn't have to chase every department for their inputs. With OneStream, business users can securely input budgets and forecasts through intuitive, web-based forms — empowering greater ownership and collaboration across the organization.

✅ Easy-to-use templates and guided input forms
✅ Real-time data validation and submission tracking
✅ Reduce Finance workload while improving accuracy

Real-Time Actuals and Variance Analysis

Too often, finance teams work with outdated data during planning cycles. OneStream connects actuals, budgets, and forecasts in one place — enabling real-time variance analysis and more responsive decision-making.

✅ Live variance and trend analysis dashboards
✅ Drill down from consolidated numbers to transaction details
✅ Always plan with the most up-to-date financial data

Governance and Workflow Built for Finance

Managing versions, approvals, and validations manually adds time and risk to the planning cycle. OneStream provides built-in workflow management, validation rules, and auditability — ensuring your planning process is controlled, traceable, and efficient.

✅ Automated approval chains and task tracking
✅ Version control and audit trails built-in
✅ Full transparency for internal and external stakeholders

Scenario Planning and "What-If" Analysis

The ability to simulate different business outcomes is no longer optional — it’s essential. With OneStream, Finance can easily create and compare scenarios to model uncertainty, assess impacts, and optimize decisions.

✅ Model multiple business scenarios side-by-side
✅ Test assumptions quickly with dynamic drivers
✅ Make decisions faster with better risk insights

Collaboration Across Teams and Geographies

Planning requires coordination across departments, time zones, and countries. OneStream offers built-in collaboration tools — from commentary fields to task workflows — so teams stay aligned even when distributed.

✅ Commenting, annotations, and collaboration inside the platform
✅ Task management and ownership visibility
✅ Keep stakeholders engaged throughout the planning cycle

Enterprise-Scale Planning

Whether you operate a handful of business units or a global enterprise, scaling planning processes is critical. OneStream is architected for large, complex organizations — allowing you to plan at the enterprise level without sacrificing local flexibility.

✅ Centralized control with decentralized participation
✅ Extensible Dimensionality® to tailor local needs
✅ Consolidate and roll-up plans quickly and accurately

Purpose-Built for Finance, Owned by Finance

Many legacy systems are IT-driven, requiring heavy technical involvement for changes. OneStream puts control back into Finance’s hands, enabling rapid model updates, new forecasts, and changes — all without coding or major IT projects.

✅ Finance-led configuration and ownership
✅ Minimal dependency on IT teams
✅ Agile updates to models, hierarchies, and assumptions

Why RVNA Technologies?

At RVNA Technologies, we specialize in helping organizations transform their planning, budgeting, and forecasting processes through OneStream’s unified platform. Our team brings deep expertise across Finance and Technology to ensure your planning modernization delivers tangible business results — quickly and with minimal risk.

Don't settle for outdated processes and fragmented tools. Modernize your planning and forecasting with RVNA Technologies and OneStream. Learn More