Our Services

Welcome to Aptelligence, a distinguished leader in the implementation of OneStream’s Corporate Performance Management solutions. Established by seasoned professionals in finance, accounting, and technology, our mission revolves around empowering clients to derive maximum value from their OneStream software investments.

As a comprehensive OneStream consulting partner, whether you are a new or existing OneStream customer, we offer full-service consulting solutions tailored to your unique needs. Our commitment is to deliver high-value consulting services that pave the way for top-tier, practical solutions, enhancing efficiency and effectiveness while adeptly managing change and mitigating risk.

New to OneStream Customer Offerings

Advisory / Roadmaps
Implementation
Implementation Estimate
QuickStream

Advisory / Roadmaps

Leverage the deep experience of Aptelligence to chart the best CPM roadmap for your organization. Our team helps you analyze and document key business requirements, creating a tailored roadmap for your CPM initiative. This includes a phased approach to implementing key functionality, allowing your internal team to gradually build expertise while adopting new tools.

With over 25 years of experience partnering with the CFO's office, we guide you through your OneStream journey with a proven implementation methodology, active project management, and a focus on aligning strategy before execution. We believe that strategy comes first, and our focus is always on delivering solutions that meet your business goals.

Choosing the right implementation partner is critical. You need a partner with the right experience—one that can seamlessly translate accounting and finance objectives into technical execution without overcomplicating the process. Aptelligence brings the perfect balance of finance expertise and technical know-how, ensuring your CPM roadmap is both practical and achievable. Our approach avoids unnecessary complexity, focusing instead on clarity and actionable steps that drive real results.

Solution Implementations

At Aptelligence, we have the skills and experience to guide you through a complete end-to-end implementation, covering everything from requirements gathering and design to solution configuration, testing, training, and deployment. Our comprehensive consulting services are tailored to meet your specific needs, ensuring every stage of your implementation is expertly handled by our team of specialists.

Our areas of expertise include:

  • Project / Program Management
  • Solution Architects
  • Principal Consultants
  • Senior Consultants
  • Business Process Consultants
  • Functional Analysts
  • Technical Analysts

Not all implementations are the same. Resource availability, timelines, third-party deadlines, and budget all play a crucial role in the success of the project. At Aptelligence, we actively manage every project to keep it on track, ensuring we meet your objectives while adapting to the unique demands of your environment.

We believe in true partnership with our customers, working together towards a common goal to ensure project success. Every solution is designed by certified OneStream Lead Architects, adhering to our proven delivery methodology. Whether you're implementing a new solution or optimizing an existing one, our team ensures that every aspect of your project aligns with your business goals, delivering both immediate value and long-term success.

Online Implementation Estimate

Getting a clear project estimate shouldn't be a hassle. Traditionally, customers have had to navigate layers of complexity just to understand the cost of an implementation—often requiring conversations with sales teams and facing follow-up pressure. At Aptelligence, we believe this process should be simple and transparent.

With over 25 years of experience implementing EPM/CPM solutions for companies of all sizes, our team has seen it all. This expertise allows us to provide you with upfront, honest estimates that are customized to your unique needs. From scope and resource commitments to timelines and assumptions, our estimates cover everything you need to make an informed decision.

In just 3 simple steps, you'll be able to understand all the details and costs of a OneStream implementation—whether you're ready to move forward or just need an estimate for budgeting purposes.

Step 1: Review the disclosure, complete the contact information form, and review and sign the NDA

Step 2: Select your Workstream (Consolidations, Planning, or Both) and answer the corresponding questions online. Once submitted, you’ll be notified that a certified architect is reviewing your request

Step 3: Within three business days, you’ll be notified when your estimate is ready for review. We’ll then schedule a brief, no-obligation call to walk you through the estimate.

Our process is designed to be transparent, reflecting your specific requirements—including scope, data sources, and resource availability. At Aptelligence, we bring deep expertise and a commitment to delivering accurate, no-pressure estimates, helping you confidently move forward with your implementation.

Stay tuned...coming soon

QuickStream - Rapid Prescribed Implementations

Let Aptelligence take the guesswork out of your CPM journey with our proven, prescribed, guided solutions

Embarking on your OneStream journey has never been more streamlined and efficient, thanks to our QuickStream offering.

We understand the significance of laying a solid foundation for your financial reporting processes, and QuickStream is tailored to provide you with just that.

  • Complete Foundational Solution & not a “watered down” incomplete solution
  • Well-defined & detailed scope
  • Designed by Certified OneStream architects & delivered 100% by US domestic resources
  • Proven implementation methodology & approach

Our team of experts, well-versed in this tried-and-true methodology, is dedicated to guiding you through every step of the process.

This prescribed approach isn't just a one-size-fits-all solution; it's a commitment to understanding your unique needs.

QuickStream doesn't just mark the beginning of your OneStream journey; it sets the stage for optimal performance, efficiency, and long-term success.

Contact us to learn whether QuickStream is the right fit for your organization.

Existing OneStream Customer Offerings

Health Checks
Upgrades
Managed Services
Enhancements

Health Checks

Our Health Check service is tailored for current OneStream customers seeking improvements in their existing implementation.

Some of the benefits of our health checks include:

  • Maximize Your Investment
  • Quicker Close and Reporting
  • Accuracy and Reliability
  • Satisfaction with Reporting
  • Improve User Experience
  • Happy Customers
  • Confidence in Foundation

Click below to download our Existing OneStream Customer Offerings

Upgrades

While upgrades are largely completed by OneStream Support, some areas may require consulting assistance to complete.

Furthermore, without deployment of new features, users may not see much change. Taking advantage of new features requires a continuous understanding of improvements in OneStream functionality and how to leverage and implement them.

Staying current with OneStream software releases is crucial for several reasons:

  • Access to New Features and Enhancements
  • Security and Compliance
  • Improved Performance and Stability
  • Support and Compatibility
  • Future-Proofing

Click below to download our Existing OneStream Customer Offerings

Managed Services

Whether you implemented your OneStream solution with another partner or engaged with Aptelligence through one of our many offerings, Aptelligence's Managed Services are designed to seamlessly support your ongoing needs post go-live.

Our dedicated managed services team offers customized solutions tailored to fit your budget, requirements, and resource level. With a focus on proactive management, continuous optimization, and expert support, our Managed Services ensure your OneStream environment remains efficient, up-to-date, and aligned with your business goals.

What we do:

  • Minor System Updates & Guidance
  • Assessment
  • Development
  • Contracting
  • Support Enablement
  • Troubleshooting & Support

Click below to download our Existing OneStream Customer Offerings

Enhancements

Upgrading to the latest release of OneStream software opens up numerous enhancement opportunities for customers:

  • Updating Outdated Business Processes
    • An upgrade is an ideal time to reassess and update outdated business processes, ensuring alignment with current best practices and organizational goals
  • AI / SML
    • Enhancements driven by the latest features provide a richer, more efficient user experience, empowering users to leverage the full capabilities of the platform such as Sensible Maching Learning (SML)
  • Access to MarketPlace Solutions
    • Account Reconciliations
    • Transaction Matching
    • Tax Provision
    • Lease Accounting
    • ESG
    • Compliance Solutions
    • People Planning
    • Capital Planning
    • Sales Planning
    • Predictive Analytics

Click below to download our Existing OneStream Customer Offerings

Services

Who We Are

A term used to represent the team at Aptelligence, blending "applications" and "intellectuals." It refers to highly skilled professionals who combine deep knowledge of finance and technology with innovative approaches to optimizing business applications like OneStream. Apptectuals are problem-solvers and strategists who use their expertise to deliver smart, impactful solutions for their clients.