EPMCPA® OneStream independent consultants specialize in dashboards for 🌐EPM, Consolidation, Planning & Analysis. End user acceptance is guaranteed! Dashboards conveniently combine external data with OneStream financials for AI-ready "Enterprise Reporting".

EPMCPA® has been providing post-implementation support and OneStream System Administrator services since 2017. Early beginnings for our founder, Robin Morash, CPA, CGA, was Cognos Business Intelligence (now IBM).

✨OneStream Silver Partner✨www.onestream.com/partners/epmcpa

🌐 EPM - Enterprise Performance Management

Budget & Forecast Performance Management Analytics.
External SQL data Dashboards for "Enterprise Reporing".
FP&A Data Management process automation Dashboards.

💹 CPA - Consolidation, Planning & Analysis

ERP Data Integration & Automation.
GAAP Financial Statements.
Scenario modelling.
Rolling Forecasts & Variance Reports.
Complex CustomCalculate Business Rules (allocations).
Analytical Grids & user transaction drill-down analysis.

Dashboard Reports

EPMCPA® OneStream Consultants, Robin Morash, CPA, CGA

Hands-on, Boutique OneStream Silver Partner.
Post-Implementation OneStream Contractor since 2017.
Month-End Close CPM Implementations since 2001.

OneStream Developers / Technical Subject Matter Experts Services

OneStream System Administrator Support.& Enhancements.
OneStream BI Viewer Data Grids & KPI Visualizations.
OneStream BI Designer Reports (SQL & Cube).
OneStream Report Books.
OneStream ✨Genesis✨ Self-Serve Dashboards.
OneStream Account Reconciliation MarketPlace Support.

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OneStream Dashboards & System Support

OneStream Dashboards & System Support