Sold by: AICG
Unify the Office of the CFO with OneStream Integration and Data + AI Services, where AICG delivers a comprehensive strategy and implementation process to connect OneStream's unified CPM platform, work with your ERP, GL, HCM, and other operational source systems, to extend OneStream data into your enterprise-wide analytics and AI ecosystem. Our process and work in this space delivers trusted financial and operational data flowing into and out of OneStream across your organization, enabling a single source of truth for AI, reporting, and other downstream workflows.
Our service includes a proven methodology to assess, plan, integrate, implement, deploy, govern, and train on OneStream data solutions tailored to your needs. The collaborative nature of our engagement model allows you to choose the level of involvement from your existing finance and IT teams or utilize our expert data engineering resources where gaps have been identified or no roadmap has been established.
Overview
Maximize the value of your OneStream investment by mastering the layer that determines whether CPM succeeds enterprise-wide: data, reporting, and AI. OneStream unifies financial close, consolidation, planning, budgeting, forecasting, reporting, and account reconciliation for the Office of the CFO, but the platform is only as trustworthy as the data flowing into and out of it, and only as valuable as your ability to activate its outputs comparatively across the enterprise. AICG brings deep expertise to both sides of that equation.
Where traditional CPM consultancies focus on platform configuration, AICG also focuses on the enterprise data ecosystem surrounding OneStream: reliable source-system integration into the platform, governed data quality at the point of load, and modern warehouse, analytics, and AI capabilities built on top of OneStream data. The result is a OneStream environment your finance team trusts and your analytics teams can build on every other week of the year.
OneStream Integration Strategy & Advisory
Planning a OneStream implementation, or improving one already live? Our team helps you architect the data, architecture, and AI side of the equation:
- Source-to-OneStream integration architecture across ERP, GL, sub-ledger, HCM, and operational systems
- Data quality, mapping, and validation strategy at the point of load
- OneStream-to-warehouse extension architecture for enterprise analytics and AI
- Integration assessment for multi-ERP, distributed, and acquisition-driven environments
Source System Integration & Data Quality
Deliver clean, auditable, reconciled data into OneStream:
- Automated data integration from ERP and financial systems (NetSuite, SAP, Oracle, Microsoft Dynamics, and others)
- Transformation, mapping, and dimension-alignment logic supporting OneStream's drill-back and audit-trail capabilities
- Data quality validation, confirmation rules, and exception handling designed for the financial close calendar
- HCM/payroll and operational data feeds supporting workforce planning and operational analytics use cases
OneStream Implementation Support Services
We work alongside your finance team and OneStream implementation resources across the delivery lifecycle:
- Requirements gathering and use-case prioritization for consolidation, planning, and reporting workstreams
- Workflow, data load, and integration configuration support
- Application enablement support such as account reconciliations and specialty planning
- Testing, UAT coordination, and cutover support for data workstreams
OneStream Data Extension: Warehouse, Analytics & AI
Extend OneStream beyond the Office of the CFO:
- Integration of OneStream data with Snowflake, Databricks, Redshift, etc.
- Dimensional data models combining OneStream financial data with operational, sales, and workforce data
- BI and reporting enablement across Power BI, Tableau, and modern analytics tools
- AI and LLM-powered analysis on governed financial data, including reporting narration and variance analysis augmentation
Managed Services & Ongoing Support
Keep data flowing reliably after go-live:
- Monitoring and incident response for integration pipelines feeding OneStream
- SLA-based support plans customized to your close cadence
- Customize your MSP experience with us
General Deliverables
Key deliverables can be extended, adjusted, or customized based on your business's needs through requirements gathering and scoping. The baseline deliverables focus on the following key areas:
- OneStream integration architecture and data strategy
- Requirements gathering and use-case prioritization
- Source-system-to-OneStream integration pipelines
- Data quality, mapping, and validation framework
- Data literacy and Data Governance
- OneStream-to-warehouse data extension (Snowflake, Databricks, Oracle, Redshift, etc.)
- Dimensional data models and analytics enablement
- Legacy CPM/EPM data migration and reconciliation support
- Implementation and UAT support for workstreams
- BI, reporting, and AI-powered analysis enablement
- Technical training and enablement
- Data governance and audit-readiness framework
- Enterprise finance data + AI roadmapping
Highlights
- **OneStream Integration Analysis & Strategy:** Source-to-OneStream integration architecture, data quality and mapping strategy, multi-ERP and acquisition-driven environment assessment, requirements gathering, use-case prioritization, and an enterprise finance data roadmap.
- **Integration & Implementation:** Automated ERP, GL, and HCM data integration into OneStream with validation and audit-trail alignment; implementation and UAT support for data workstreams; legacy Hyperion/HFM, FCCS, and SAP BPC migration and reconciliation support.
- **Data Extension, Analytics & Enablement:** OneStream data integration with Snowflake, Databricks, Amazon Redshift, BigQuery, et al.; utilize modern data stack concepts with ADF or dbt-based dimensional models; BI and AI-powered financial analysis with Fabric/PowerBI, etc.; support under SLA; and role-based training that transitions ownership to your team.
Details
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Support
Vendor support
Please contact sales@aicg.com to discuss your current OneStream, CPM, and finance data integration needs and obtain additional details.
Getting Started: Schedule a 30-minute OneStream Integration Discovery Call to discuss your environment and objectives.
Support Portal: Initiate support requests and track resolution through our portal at https://www.aicg.com/support/
Different support levels are available after the implementation of the services using an AICG enterprise support plan. The requirements and scope surrounding support may have certain levels of customization, which will be agreed upon to provide an accurate Service Level Agreement (SLA).
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