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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

List of OneStream XF SmartCPM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Cimpress plc Professional Services 15000 $2.9B Ireland OneStream Software LLC OneStream XF SmartCPM Financial Consolidation and Close 2020 Archetype Consulting
In 2020, Cimpress plc implemented OneStream XF SmartCPM to consolidate financial close and reporting across its global brands. The deployment targeted the Financial Consolidation and Close function and replaced SAP BPC, with the program launching in February 2020 and going live with the November 2020 close in Dundalk, Ireland. The engagement centralized finance and consolidation processes to create a single platform for group close and statutory reporting across brands. Implementation centered on OneStream XF SmartCPM core consolidation and reporting capabilities, with subsequent phases expanding module usage into planning and account reconciliations. Configuration emphasized unified chart of accounts mapping, consolidation rules and intercompany elimination logic, together with reporting models to support group and statutory rollups. Planning and account reconciliation functionality were staged in later phases to extend the platform beyond close to broader financial planning and control. Archetype Consulting served as the system integrator on the program and executed the build and go live activities. The deployment achieved a reduction in data load times reported in the case study, from about four hours to five minutes after cutover, improving consolidation orchestration and data processing. The platform was positioned to handle close cycle orchestration for multi brand consolidation within the Financial Consolidation and Close scope. Rollout followed a phased approach with an initial finance and consolidation focus for month end close, followed by phased expansion into planning and reconciliations in phases two and three. Governance adjustments concentrated on centralized process ownership for the month end close and standardized reporting across sites, anchored on OneStream XF SmartCPM and supported by Archetype Consulting.
EFG International Banking and Financial Services 3114 $1.7B Switzerland OneStream Software LLC OneStream XF SmartCPM Financial Consolidation and Close 2017 n/a
In 2017, EFG International implemented OneStream XF SmartCPM to modernize budgeting, planning and forecasting within its Finance organization, classified under the Financial Consolidation and Close category. Inplenion provided the process design and implementation services for the OneStream XF SmartCPM platform, targeting a matrixed firm with local entities across multiple jurisdictions and decentralized planning workflows. The deployment emphasized OneStream XF SmartCPM functional capabilities for unified budgeting, planning and forecasting, including driver based planning, standardized validation and workflow orchestration to support multiple budget iterations. Configuration work focused on centralizing planning logic and control points while enabling business unit specific plans to feed a consolidated planning model, reflecting standard Financial Consolidation and Close functional patterns. Operational scope centered on EFG’s global finance teams and local entity planners, addressing the challenge of coordinating corporate cost initiatives and maintaining alignment between legal entity structures and business unit plans. The implementation reduced reliance on Excel based distributed workbooks by consolidating planning artifacts into OneStream XF SmartCPM and establishing a single platform for plan orchestration. Governance and process changes were part of the engagement, with Inplenion delivering process design to enforce standardized validations, approval workflows and plan controls across entities. The stated objective of the OneStream XF SmartCPM deployment was to modernize the planning process and replace Excel driven budgeting, planning and forecasting with a unified Financial Consolidation and Close platform.
Endeavour Group Retail 30000 $8.1B Australia OneStream Software LLC OneStream XF SmartCPM Financial Consolidation and Close 2025 n/a
In 2025, Endeavour Group implemented OneStream XF SmartCPM. OneStream XF SmartCPM was introduced as the enterprise Financial Consolidation and Close application to replace SAP Business Planning and Consolidation and to centralize group consolidation and reconciliation workflows. The implementation scope focused on OneStream Consolidation, Account Reconciliation, and ESG capabilities, with configuration workstreams for intercompany elimination logic, statutory consolidation rules, and account reconciliation automation. Project governance placed the OneStream deployment within the OneEndeavour program, with the Endeavour Group Project Finance lead managing the OneStream implementation alongside the S4HANA ERP Core Finance stream. Integration work explicitly addressed data exchange between the new SAP S4HANA finance environment and OneStream XF SmartCPM, establishing mappings and an integration layer for general ledger, subledger and master data handoffs to support consolidated reporting and ESG disclosures. Operational coverage targeted group finance and project finance teams in Australia, aligning close schedules and reconciliation ownership across corporate finance functions. Delivery was positioned in a design phase with implementation preparation running in parallel to the S4HANA program, using program-level coordination to sequence account reconciliation and consolidation cutovers. Governance emphasized project management oversight, configuration controls, and process alignment between ERP transactional finance and the Financial Consolidation and Close application to ensure consistent close and disclosure workflows.
Ingram Micro Distribution 23500 $48.0B United States OneStream Software LLC OneStream XF SmartCPM Financial Consolidation and Close 2021 Bart & Partners
In 2021, Ingram Micro implemented OneStream XF SmartCPM in Microsoft Azure for Financial Consolidation and Close. The global finance program targeted consolidation, budgeting, and profitability capabilities and was managed by the internal Financial Systems & Processes team, supplemented by consultants from Bart & Partners. The implementation covered the companys global finance organization and focused on standardizing reporting and planning workflows across regions and business units. OneStream XF SmartCPM was configured to deliver unified financial consolidation, budgeting, and profitability analysis within a cloud-hosted Microsoft Azure architecture. The deployment centralized data stores and calculation processing to enforce consistent consolidation rules and to support iterative budgeting cycles, while leveraging the SmartCPM framework for extensible profitability modeling and allocation processing. Configuration emphasized allocation engines and automated data refresh orchestration consistent with Financial Consolidation and Close functional workflows. Operational coverage included consolidation, budgeting, and profitability reporting for Ingram Micros finance organization, with the Financial Systems & Processes team retaining program governance and Bart & Partners providing implementation consulting and configuration services. The Azure deployment supported improved orchestration of refresh jobs and allocation runs, enabling more granular management reporting. Governance remained with the internal Financial Systems & Processes team, which managed rollout sequencing and ongoing process ownership, while Bart & Partners assisted with delivery and configuration. OneStream XF SmartCPM materially shortened allocation and run times from hours or overnight to roughly 10 to 20 minutes and enabled faster, more granular profitability and management reporting.
Team Industrial Services Professional Services 5200 $1.1B United States OneStream Software LLC OneStream XF SmartCPM Financial Consolidation and Close 2016 n/a
In 2016, Team Industrial Services implemented OneStream XF SmartCPM to consolidate financial close and reporting across many acquired entities. The selection in March 2016 led to a cloud deployment and a production go live in November 2016, placing the project squarely within the Financial Consolidation and Close category. The implementation centered on OneStream XF SmartCPM consolidation and reporting capabilities, with configuration of consolidation logic, reporting orchestration, and close process automation. The finance implementation automated cash flow and close processes and explicitly achieved 85% automated cash flow, demonstrating heavy use of cash flow automation and close orchestration functionality. Operational scope covered multiple acquired entities across Team Industrial Services global operations, and the system was used by corporate and divisional finance teams to centralize close and statutory consolidation workflows. Governance and process changes shortened delivery timelines and shifted finance team activity away from manual data gathering toward value added analysis, reflecting a restructuring of close and reporting workflows following the OneStream XF SmartCPM deployment.
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FAQ - APPS RUN THE WORLD OneStream XF SmartCPM Coverage

OneStream XF SmartCPM is a Financial Consolidation and Close solution from OneStream Software LLC.

Companies worldwide use OneStream XF SmartCPM, from small firms to large enterprises across 21+ industries.

Organizations such as Ingram Micro, Endeavour Group, Cimpress plc, EFG International and Team Industrial Services are recorded users of OneStream XF SmartCPM for Financial Consolidation and Close.

Companies using OneStream XF SmartCPM are most concentrated in Distribution, Retail and Professional Services, with adoption spanning over 21 industries.

Companies using OneStream XF SmartCPM are most concentrated in United States, Australia and Ireland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of OneStream XF SmartCPM across Americas, EMEA, and APAC.

Companies using OneStream XF SmartCPM range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 40%, and global enterprises with 10,000+ employees - 60%.

Customers of OneStream XF SmartCPM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified OneStream XF SmartCPM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Financial Consolidation and Close.