‼️You're invited‼️ to an exclusive executive luncheon at Testarossa Winery on Friday, November 15th.

Enjoy fine dining and wine tasting, along with a OneStream demonstration on Cash Flow and Performance Management.

Demonstration Highlights:
- Financial Statement Analysis
- Cashflow Management
- Management Reporting

Connect with fellow finance and accounting leaders in a unique setting.

Event Details:
Date: Friday, November 15
Time: 11:30 AM PT
Location: Testarossa Winery, 300 College Ave, Los Gatos, CA 95030

We look forward to seeing you there!

Experience the Future of Modern Enterprise Finance

Join us in Nashville for a dynamic three days of insights, innovation, and networking at OneStream Splash, May 13 – 16, 2025 at the Nashville Music City Center. It’s the perfect opportunity to gain insights from industry leaders, learn new product capabilities, and connect with peers.

At OneStream Splash, empower your organization to plan better, forecast with confidence and make every decision your best with OneStream.

Registration opens early January 2025. Join the list for first access to register early and secure the best hotel accommodations.

You’re invited to join us on Friday, September 27th to cheer on the San Francisco Giants as they take on the St. Louis Cardinals!

You’ll have the opportunity to spend the evening with us in the exclusive Legends Club where complimentary food and beverages will be served, and a spot will be reserved for you and your significant other.

This is an excellent opportunity to kick off your weekend while socializing and extending your network with finance and technology executives who are local to the Bay Area.

OneStream implementation partner achieves new elevated status, recognizing expertise in empowering customers and providing deep Corporate Performance Management (CPM) domain expertise across North America.

Irvine, CA, October 11, 2024 - Aptelligence, a digital transformation advisor for the Office of the CFO, announced today that it has become a Gold-level OneStream implementation partner. As a Gold-level partner, OneStream recognizes Aptelligence’s commitment to align with OneStream’s strategic vision and continue to bring value to shared clients.

This new status differentiates Aptelligence as a OneStream partner that meets or exceeds OneStream’s high standards for quality of work, customer satisfaction, collaboration, technical certifications, and depth of team resources.

Matt Geyer, Senior Managing Director of Aptelligence, stated, “Aptelligence has a proven track record of excellence in solution delivery within the OneStream ecosystem. Attaining Gold status will help us further expand our relationship and work even more closely with OneStream to provide our customers with the best cloud-based CPM solutions in the market. It is refreshing to work with such a highly motivated and partner-focused team at OneStream!”

Aptelligence is passionate about delivering focused solutions to complex CPM and business intelligence challenges. 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, we offer our customers full-service consulting solutions tailored to their unique needs. Our commitment is to deliver high-value consulting services that pave the way for top-tier, practical solutions that enhance the efficiency and effectiveness of our customers while adeptly managing change and mitigating project risk.

About OneStream

OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the leading enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.

OneStream delivers a comprehensive cloud-based platform to modernize the Office of the CFO. Our Digital Finance Cloud unifies core financial and broader operational data and processes and embeds AI for better planning and forecasting, with an extensible architecture, so customers can adopt and develop new solutions, achieving greater value as their business needs evolve.

With more than 1,400 customers, including 15% of the Fortune 500, 250 go-to-market, implementation and development partners and 1,300 employees, our vision is to be the operating system for modern finance. To learn more, visit onestream.com.

About Aptelligence

Aptelligence is a recognized leader in delivering high-quality consulting services centered around OneStream’s corporate performance management solutions. Founded by finance and technology professionals, Aptelligence helps clients extract the most value from their OneStream software investments.

Aptelligence’s consulting services are designed to meet the needs of organizations transitioning from legacy systems or Excel-based processes to an automated and integrated close, consolidation, planning, and reporting solution within OneStream.

With offices in Irvine, CA, and Chicago, IL, Aptelligence is well-positioned to serve a diverse range of clients. To learn more, visit aptelligence.com.

Contact:

Elbert Ha

(949) 294-4233

elbert.ha@aptelligence.com

Every year, we take to the road to bring hundreds of finance professionals, OneStream users and OneStream partners together at OneStream Connect. This year, we’re traveling to Newport Beach, CA, and we would love for you to join us as we TAKE FINANCE FURTHER.

At OneStream Connect, our focus for 2024 is TAKE FLIGHT; find the right perspective as Finance teams take flight to steer performance. You will come together to discuss industry trends, hear from customers, learn how to TAKE FINANCE FURTHER with purpose-built Finance solutions and network with a fleet of federal finance professionals and thought leaders.

What You’ll Get:

You’ll learn how leaders like you are taking flight with a modern operating system for Finance by:

• Digitizing the financial close, reporting and planning with your trusted data sources
• Streamlining budget formulation and other planning processes
• Driving finance-led planning across services, demand, HR to unify operational plans with financial goals
• Creating a roadmap to fuel adoption for Finance AI
• Investing in a modern operating system for Finance to continually adapt to your evolving needs
• Increasing flexibility as funding, operational, or political conditions change

Attendees Also Get To:

• Network and master information alongside your peers in interactive panels and informational sessions
• Meet local talent
• Navigate OneStream’s innovation and offerings alongside product experts

We hope you can join us & look forward to seeing you in Newport Beach, CA. Register ASAP to secure your spot as places are limited!

• Event Details:
• Date: Wednesday, October 23rd
• Time: 11:30 AM - 6:30 PM PT
• Location: The Resort at Pelican Hill
• S Pelican Hill Rd, Newport Beach, CA 92657

Date: TBA Q12025

Our SAP Integration Webinar Part I this past spring was a tremendous success, helping more customers uncover the true value of OneStream. Aptelligence has been at the forefront, supporting clients like Twist Bioscience in optimizing their OneStream investment and achieving significant results.

Building on that success, we are excited to announce SAP Integration Webinar Part II, where we will delve deeper into OneStream’s powerful integration with SAP ERP. The webinar will feature a SAP ERP Architect with over 25 years of experience, who will guide you through how seamlessly OneStream connects with SAP using native capabilities—making it simple for SAP resources to integrate with OneStream efficiently.