End-to-end advisory and implementation services from finance and technology professionals dedicated to your success.
Aptelligence is a OneStream Gold Partner founded by finance and technology professionals dedicated to helping clients maximize their OneStream investment.
We believe success begins with one key element: STRATEGY
While the execution of milestones is critical, aligning Strategy before Execution ensures that every solution is in sync with a broader, holistic strategy, ultimately delivering maximum value.
A team of seasoned finance and technology professionals committed to your success.
Aptelligence brings together the unique combination of deep financial expertise and technical implementation excellence. Our consultants have held senior roles in finance organizations and possess hands-on experience implementing complex OneStream solutions across diverse industries.
We understand the challenges you face because we've been there. Our team has worked in FP&A, accounting, and financial systems roles, giving us insight into not just the technical requirements, but the business processes and strategic goals that drive successful implementations.
This dual perspective—combining finance domain knowledge with technical proficiency—enables us to deliver solutions that are not only technically sound but truly aligned with your business objectives.
Led by professionals who have held senior finance roles and understand your challenges firsthand
Deep OneStream implementation expertise with hundreds of successful projects delivered
Dedicated to your success with 100% referenceable client relationships
Comprehensive OneStream solutions for organizations at every stage of your CPM journey.
Leverage our team's depth of experience to determine the best CPM roadmap for your organization.
Get the most out of your OneStream investment with our expert consultants solving problems and prioritizing your needs.
Real results from organizations that partnered with Aptelligence to transform your financial planning and analysis.
Irresistible Foods Group
Difficult to consolidate multiple ledgers of acquired companies in Excel. SAP BPC deprecated. Tedious Excel-based cost models.
Faster time to information. Replaced BPC & Excel. Company-wide reporting across financials including customer and product detail.
Close & Consolidations • Budgeting & Forecasting • People Planning • Capital Planning • Custom Expense Planning
ICU Medical
Merger of ICU and Smiths Medical required aligning multiple systems, processes, and accounting policies. Manual constant currency analysis.
Replaced Oracle PBCS, FCCS, Essbase & Excel with single platform. Improved visibility into operations. Streamlined reporting across financials.
Close & Consolidations • Budgeting • Monthly Forecast
Twist Bioscience
Previous system was very modular and did not provide a full P&L. Lack of account detail. Data from SAP often didn't reconcile to financials.
Replaced legacy system & Excel with single platform. Established Direct Connection with SAP.
Budgeting • Monthly Forecast • (Phase 2: Close & Consolidations, Vendor Detail Planning, People Planning, Capital Planning)
Lamps Plus
AS400 GL lacked capabilities for specific investor reporting. Financial reporting, planning and weekly operational reporting was Excel-based and highly manual.
Automated consolidation and production of various reports for investors. Sourced data from AS400 GL, Paycom, and operational data sources.
Close & Consolidations • Budgeting & Forecasting • Store Performance & Weekly Business Review Dashboards
Granite Construction
Complex consolidation requirements across multiple business units. Legacy systems created inefficiencies in financial reporting and planning processes.
Streamlined consolidation process and improved reporting accuracy. Enhanced visibility into project-level financials and operational metrics across the enterprise.
Close & Consolidations • Financial Reporting • Power BI Integration
Leading A&D Contractor
Organizations operating in regulated environments must balance stringent security requirements with the need for timely, accurate financial insight.
Unified financial platform across all divisions. Improved data accuracy and reduced close cycle time. Enhanced capabilities for government contract reporting.
FedRAMP • Financial Planning • Rates & Indirect Cost Pools
Herbalife
Global operations across 90+ markets required complex multi-currency consolidation. Existing systems struggled with regional reporting requirements and intercompany eliminations.
Implemented comprehensive global financial management platform. Streamlined consolidation across all markets with automated currency translation and intercompany reconciliation.
Global Close & Consolidations • Multi-Currency Management • Regional Reporting • Intercompany Eliminations
Let's discuss how Aptelligence can help transform your SML/AI, financial consolidation, account reconciliation, financial planning and analysis processes.