OneStream
Enterprise Performance Management (EPM) Software
OneStream is a unified platform designed to simplify complex financial processes for modern finance teams. You can replace multiple legacy systems and
Board is an Intelligent Planning Platform that integrates strategy, finance, and operations to help you plan smarter, enable actionable insights, and drive better outcomes across your entire organization.
Board provides a unified platform where you can combine business intelligence, corporate performance management, and predictive analytics. Instead of juggling disconnected spreadsheets, you can manage your entire planning process—from financial forecasting to operational execution—within a single visual interface. This integration allows you to see how a change in one department impacts the rest of your business in real-time.
You can build customized analytical applications without writing complex code, making it easier for your team to adopt and use. The platform is designed for mid-sized to large enterprises that need to align their strategic goals with daily operations. By centralizing your data, you eliminate silos and ensure everyone works from a single version of the truth, leading to faster and more confident decision-making.
Stop fighting with fragmented data and rigid spreadsheets. Board gives you a flexible environment to model complex business scenarios and automate your planning cycles. Here is how you can transform your decision-making process:
Combine your financial and operational data into a single source of truth to ensure consistency across all your reports.
Build custom dashboards and reports visually with intuitive tools that require no technical coding or IT intervention.
Anticipate future trends and market shifts using built-in AI and machine learning to improve your forecasting accuracy.
Run 'what-if' simulations to see the immediate impact of different strategic choices on your bottom line and operations.
Streamline your planning cycles by automating data collection, approvals, and notifications across your entire global team.
Drill down into specific data points or roll them up for a high-level view of your organizational performance.
Board uses a custom pricing model tailored to your specific organizational needs and deployment scale. While they do not offer a public price list or a standard free version, you can request a personalized demo to see the platform in action. This approach ensures you only pay for the capabilities and user seats your business actually requires.
Based on feedback from enterprise users on G2 and Capterra, here is what you should consider when evaluating Board for your planning needs:
Perfect for mid-market and enterprise finance and operations teams who need to unify complex planning, forecasting, and reporting processes.
Board is a top-tier choice if you are looking to move beyond basic spreadsheets and unify your company's strategic planning. Its greatest strength lies in its ability to bridge the gap between financial data and operational reality, giving you a holistic view of your performance.
Keep in mind that this is a sophisticated enterprise tool that requires a dedicated implementation phase and training. It is highly recommended for large organizations that value flexibility and need a single platform to handle everything from BI to complex financial consolidations.
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