OneStream vs Phocas
OneStream
onestream.com
Phocas
phocassoftware.comSide by side
| Figure | OneStream | Phocas |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Financial Planning & Analysis Software | 8.5 (#9) | 7.2 (#63) |
| Spec score · Financial Forecasting Software | 8.0 (#20) | 7.0 (#53) |
| Spec score · Intercompany Accounting Software | 8.0 (#13) | 7.0 (#30) |
| Analytics | Built-in dashboards, charts, reports, and drill-back to source data support financial and operational analysis. | Phocas Analytics provides self-service analysis with customizable interactive dashboards, reports, favorites and alerts. |
| Integrations | OneStream says it connects to over 250 ERP, CRM, and other data sources, including SAP, Oracle, and Workday, using connectors and REST APIs. | Phocas says it supports integrations with more than 200 data sources, including ERP systems and sources such as CRM, sales, inventory, purchasing and spreadsheets. |
| Planning | Financial planning features include budgeting, rolling forecasts, and scenario analysis. | Budgets & Forecasts supports collaborative budgeting and forecasting with workflows, and published budgets and forecasts can be viewed in Financial Statements and Analytics. |
| Scenario modeling | Yes | Yes |
| Security | OneStream documents TLS 1.2 or greater for data in transit, AES-256 or equivalent encryption at rest, and support for bring-your-own-key management. | Phocas says it undergoes annual SOC 2 audits for Security and Availability and that its current SOC 2 Type 2 report is for calendar year 2025. |
| Variance analysis | Yes | Yes |
Plans
In their own words
OneStream
OneStream is an enterprise finance platform that brings financial and operational data together for finance teams. It supports financial close and consolidation, reporting, account reconciliations, transaction matching, tax provisioning, budgeting, rolling forecasts, scenario analysis, and workforce planning. Dashboards, charts, reports, and drill-back to source data support analysis, while connectors and REST APIs link to more than 250 ERP, CRM, and other data sources, including SAP, Oracle, and Workday. OneStream also lists SensibleAI Forecast, SensibleAI Studio, and SensibleAI Agents. The platform provides audit trails and supports US GAAP, IFRS, SOX controls, and lease accounting. Access options include web, Windows applications, APIs, and SaaS or self-hosted deployments; reports and dashboards adapt to different devices. The software is paid, with pricing on request. Visitors can schedule a free personal demo, but no free trial is stated.