069 - Cash Planning That Clicks: OneStream's Formula for Finance Agility

Manual spreadsheets, broken forecasts, and outdated cash views—sound familiar? In this episode of CPM Customer Success, host Andy Smetana dives into one of the most overlooked challenges in corporate finance: cash planning. But we're not talking about business-as-usual budgeting. We're talking about automated, integrated, and strategic cash planning powered by OneStream. You'll discover how OneStream's unified platform replaces silos and guesswork with real-time visibility, scenario modeling, and agility—so finance can lead with confidence. We break down the pain points plaguing FP&A, treasury, and accounting teams, and show how OneStream flips the script—from reactive reporting to forward-looking leadership. Plus, don't miss a compelling customer success story from one of the world's largest logistics firms, who transformed their fragmented global cash management into a streamlined, intelligent process—with 70% fewer spreadsheets, real-time visibility across 500+ entities, and far more strategic decision-making. If you're a finance leader tired of playing catch-up with cash flow, this one's for you. 👉 Subscribe to the CPM Customer Success newsletter for weekly episodes and insights: novaadvisory.com/podcast