Tech Talks After Hours: CPM Express GAAP is now available!

On this episode of Tech Talks After Hours, Tom Linton and Vish Thelapurath walk through getting started with CPM Express GAAP, from downloading it off the Solution Exchange to loading it into a blank OneStream app. You get a quick look at everything that comes pre-built, so implementers can get a running head start instead of building from scratch.

CPM Express GAAP

• What is CPM Express GAAP? CPM Express GAAP is a Solution Exchange accelerator that gives you a pre-built consolidation and planning application for OneStream, following US GAAP structure. It’s one of two CPM Express options (the other, IFRS, targets Canada/Europe reporting standards). Loading it into a blank application instantly populates metadata, business rules, dashboards, cube views, and reports — a running start rather than a blank slate.
• Who is it for? Implementers and partners building out consolidation and planning applications, as well as customer-side admins who act as de facto implementers. It’s especially useful for anyone who wants to accelerate time-to-value without being boxed in — everything it provides is a starting framework you can extend and tailor.
• Getting it and getting started CPM Express GAAP is downloaded from the Solution Exchange at no additional cost. It requires OneStream platform version 9.3 or later — check the drop-down on the Exchange listing to confirm compatibility with your version. The download includes the application zip file plus a full set of implementer guides: metadata workbook, security workbook, workflow workbook, and reporting inventory, meant to support client discovery and design sessions before you start building.
• Installing into your application The zip file is loaded through Application > Load/Extract — no need to unzip it yourself. It brings in everything needed to support the consolidation and planning process: metadata, journal templates, forms, task scheduler items, business rules, workflow channels, and transformation rules, all ready to customize for your customer.
• Built-in process support Out of the box, the application supports intercompany elimination and cash flow statement generation, configured through simple application properties rather than custom development — along with standard balance sheet reporting.
• The Genesis workspace A bundled admin dashboard gives you a single home base to manage the application: workflow review and status, application audit history, FX rate loading (via an embedded FX Rate Manager), a built-in metadata editor, system diagnostics, data movement tools (e.g., moving actuals from the consolidation cube into a planning cube with different entity dimensionality), workflow time-period setup for close/budget cycles, one-time solution setup/append tools for updating to newer versions without disrupting data, configurable default home pages for users, and optional add-on solutions like line item models and workforce planning.
• Guided reporting Pre-built GAAP reports — including a full balance sheet with current/non-current asset detail — are included and organized into numbered sections you can extend. Since reports are already hooked into the cube structure, you can validate data loads immediately after consolidation without having to build reporting from scratch.
• Metadata foundation The application ships with four pre-built cubes (a summary “Fin Reporting” cube referencing a detail “Fin Detail” cube), dimension structures for entities and scenarios (actual, flash, constant currency, what-if planning scenarios), and a three-tier account dimension: summary accounts (following GAAP structure), reporting accounts, and corporate accounts (where customer-specific trial balance and balance sheet accounts are added).
• Name vs. alias protection Summary accounts carry a “CXG” alias that business rules and member formulas reference instead of the member name itself. This means customers can rename accounts without breaking underlying calculations — a refinement added directly in response to partner feedback that earlier summary-account structures were too detailed.
• What’s next This was the first video in a series. Upcoming installments will cover the chart of accounts in more depth, the cash flow dimension, and more detail on the member name/alias distinction.
• Key Takeaway: CPM Express GAAP gives implementers a pre-built, GAAP-aligned consolidation and planning framework — complete with metadata, reporting, and an admin dashboard — so you can get from a blank application to a working starting point in minutes, while still having full flexibility to extend it to your customer’s needs.

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