What is a sub-account in OneStream?

A sub-account in OneStream is a subdivision of a main account that allows for more detailed tracking of financial data. This structure enables organizations to break down financial information into finer categories under a broader category, facilitating enhanced visibility and analysis of financial performance. For example, if a main account represents overall revenue, sub-accounts could detail revenue from different product lines or geographical regions.

This hierarchical setup allows users to gain insights into specific segments of the organization, making it easier to identify trends, manage budgets, and perform more granular reporting. By using sub-accounts, financial departments can ensure that their reporting processes are more accurate and informative, which supports better decision-making within the organization. The concept of sub-accounts is fundamental not only in accounting practices but also in the OneStream platform's capability to reflect complex organizational structures.