OneStream vs Verfi Close
OneStream
onestream.comVerfi Close
verfi.comSide by side
| Figure | OneStream | Verfi Close |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 1 | 0 |
| Spec score · Financial Close Software | 8.0 (#8) | 6.7 (#24) |
| Integrations | OneStream says it connects to over 250 ERP, CRM, and other data sources, including SAP, Oracle, and Workday, using connectors and REST APIs. | The site names Microsoft Business Central, NetSuite, QuickBooks, SAP, Sage Intacct, and Xero as ERP connections. |
| Purpose | OneStream describes its product as a unified, AI-powered platform for financial and operational data, planning, forecasting, close, reporting, and analytics. | Verfi says it connects to the general ledger, bank, vendors, and contracts to automate accruals, reconciliations, and audit preparation. |
| 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. | Verfi states that its SOC 2 Type 2 audit is underway and that a report is available under NDA. |
| Support | The customer support portal provides a knowledge base, documentation, release notes, and a community message board; OneStream also describes remote implementation consultants. | Verfi offers a 30-minute sample close demo and says it will respond to demo requests within one business day. |
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.
Verfi Close
Verfi Close is a month-end accounting product for finance teams. It automates accruals, bank and account reconciliations, variance analysis, ERP posting, and audit trails. Monthly accruals can be calculated across entities, with custom fiscal periods and automatic reversals. Bank reconciliation matches statements to the general ledger from uploads or direct bank feeds, then places exceptions in a queue. Account reconciliation connects balance-sheet accounts to supporting schedules and provides roll-forwards and exportable PBC packages. Verfi says AI proposes recurring expense rules from historical data, while later calculations are deterministic rather than performed by an LLM. Users can review or adjust entries, export to Excel, or post to Business Central; ERP write-back is opt-in and requires explicit approval. Named ERP integrations include Business Central, NetSuite, QuickBooks, SAP, Sage Intacct, and Xero. Verfi Connect accepts documents by email, upload, API ingest, or ERP pull and extracts PDF details. Access is through web and API. Pricing is on request. Workspace data is partitioned and encrypted in transit and at rest, with timestamped logs of entries, adjustments, and approvers.