Cincinnati, 45236, OH,
United States
Finit Solutions
Finit Solutions, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Finit Solutions collaboration with software players such as OneStream Software LLC empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Finit Solutions | Oracle | Oracle Hyperion | EPM | EPM |
| Finit Solutions | OneStream Software LLC | OneStream XF | EPM | EPM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Curtis Instruments | Manufacturing | 1000 | $150M | United States | OneStream Software LLC | OneStream XF | EPM | 2017 |
In 2017 Curtis Instruments implemented OneStream XF as an EPM solution to centralize financial consolidation and reporting across its corporate and subsidiary entities, with implementation services delivered by Finit Solutions. The deployment targeted Finance as the primary business function and positioned OneStream XF to support corporate and subsidiary-level financial close processes and statutory reporting.
The initial implementation focused on OneStream XF financial consolidation and reporting modules, enabling automated generation of balance sheets and income statements at both corporate and subsidiary levels. Curtis later extended OneStream XF to cover budgeting, planning and forecasting capabilities, moving the platform from a consolidation engine to a broader planning and FP&A toolset.
Finit Solutions worked with the Curtis finance team to configure the OneStream XF environment and execute a phased rollout from consolidation to planning, keeping operational control within Finance. The program emphasized finance-led administration and workflow management so that the Finance department could manage ongoing configuration and reporting tasks and reduce reliance on IT.
Curtis Instruments selected OneStream XF based on software functionality, the knowledge and quality of the vendor sales and services team, and the vendor commitment to customer success, factors that enabled a finance-centric governance model. The implementation narrative is Curtis Instruments OneStream XF EPM Finance.
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Diligent Corporation | Professional Services | 2500 | $480M | United States | OneStream Software LLC | OneStream XF | EPM | 2017 |
In 2017 Diligent Corporation implemented OneStream XF as its EPM platform. The decision followed a recommendation from the Director of Financial Reporting who had implemented OneStream previously, with the objective of creating a single source for reporting and aligning two reporting methodologies so forecasts and accounting outputs were consistent.
Diligent deployed OneStream XF in the cloud through a two phased implementation working with Finit Solutions. Phase 1 focused on financial consolidation and reporting and was operational within six weeks, while Phase 2 targeted budgeting, planning, and forecasting and reached go-live after a 10 week build. The FP&A team migrated away from Anaplan to OneStream in summer of 2018, which positioned the team to begin the 2019 budget cycle using a single platform.
Functionally Diligent configured OneStream XF to maintain an annual budget and a monthly forecast alongside quarterly forecasts, and to plan sales and revenue forecasts at product and business unit levels by country and local currency. The Finance team adopted a driver based planning model with dimensional drivers defined for country, business unit, department, and function, and implemented People Planning from the OneStream MarketPlace to replace manual headcount forecasting in Excel. Planning extended to granular OPEX at department, business unit, country, vendor, and project levels, enabling budget owners to pull financial variances against each maintained forecast.
Governance and process changes centered on standardization of methodology and ongoing driver updates, with budget owners accountable for monthly variance review and a consistent forecasting cadence. Diligent reported budgeting cycle improvements and stated that time spent on forecasting was cut in half, while OneStream XF provided a unified EPM foundation that aligned forecasting, reporting, and accounting data.
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JLL UK | Construction and Real Estate | 5000 | $750M | United Kingdom | OneStream Software LLC | OneStream XF | EPM | 2018 |
In 2018, JLL UK implemented OneStream XF as its EPM platform. The deployment was delivered with Finit Solutions and targeted corporate finance functions across the United Kingdom, positioning OneStream XF to centralize consolidation and group reporting for the firm. The implementation standardized the corporate data model and chart of accounts to support statutory and management reporting, and it was scoped to support finance, FP&A, and treasury teams across JLL UK.
Configuration of OneStream XF emphasized core EPM capabilities including financial consolidation, account reconciliation, budgeting and planning, and management reporting. Governance was structured around role based security, audit trails, and a single source of financial logic to support month end close workflows, intercompany eliminations, and report distribution. The program focused on application led workflow orchestration and configuration of reporting and reconciliation modules to align operational finance processes with centralized control.
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Buyer Intent: Companies Evaluating Finit Solutions Services
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