OneStream (OS) Unveils SensibleAI Agents

OneStream, the leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, today announced the release of four SensibleAI ™ capabilities at its Splash 2025 user conference: SensibleAI Agents, SensibleAI Studio and SensibleAI Account Reconciliations and the most advanced SensibleAI Forecast. The SensibleAI solutions are infused throughout the OneStream platform across planning & forecasting, close & consolidations, and reporting & analytics processes. These solutions help Finance leaders navigate uncertainty, identify risks sooner, run what-if scenarios, uncover more insights, and drive confident decisions in a shorter amount of time.

These developments come on the heels of OneStream's latest Finance Talent Crunch Survey, which found that while 89% of finance students say they have enough experience with AI to use it in their work, only 54% of senior professionals say the same. As skills gaps and burnout strain finance teams, SensibleAI delivers embedded tools to help automate manual work and free up time for higher-value analysis and decision-making.

"Implementing SensibleAI Forecast improved our forecast error margin from six percent to two percent, translating to forty million dollars in savings," said Rebecca Yu, Head of Commercial Finance, Endeavour Energy.

"Finance leaders are under more pressure than ever—navigating economic volatility, growing skills gaps, and rising expectations to deliver strategic insights," said Tom Shea, CEO of OneStream. "That's why OneStream has never been more relevant. With SensibleAI, we're giving teams practical, embedded AI tools to forecast more accurately, identify risks sooner, increase productivity, and make smarter decisions—so they can lead with confidence, even during times of complexity."

Introducing SensibleAI Agents: Agentic AI That Acts, Analyzes, and Accelerates Finance Workflows

As an evolution of OneStream Sensible GenAI capabilities announced last year, SensibleAI Agents are AI-powered chat assistants that retrieve data, do deep analysis, visualize data and execute tasks.

Embedded directly into the platform, SensibleAI Agents can be operated within the workflows, data models, and security framework OneStream customers already know and trust. Users of all technical levels can use natural language to gain actionable insights across their data and workflows.

SensibleAI Agents include:

• Finance Analyst Agent – Allows users to query financial data using natural language and receive real-time analysis, dashboards, and visualizations based on OneStream's financially intelligent engine.
• Operations Analyst Agent – Provides on-demand access to operational and transactional data, such as inventory, transactions, and sales orders, without requiring IT tickets or specialized skills.
• Search Analyst Agent – Searches across enterprise documents, platform guides, and any unstructured data to transform information accessibility with source transparency.
• Deep Analysis Agent – Processes large volumes of documents to answer high-stakes, high-complexity questions—drawing connections across your unstructured data in an exhaustive manner.

Currently available under private preview, each agent operates within OneStream's security framework and offers full transparency into data sources and logic used, making them suitable for sensitive financial environments.

Introducing OneStream SensibleAI Studio: Infusing AI Across Finance Workstreams

Built for teams with little-to-no data science expertise, SensibleAI Studio is a growing library of 30+ plug-and-play, quantitative and generative AI routines that users can activate within the OneStream platform or directly through APIs.

SensibleAI Studio empowers Finance teams to detect anomalies, summarize variances, and optimize system performance using Applied AI capabilities. Users can explore and analyze data in plain language and streamline reporting, reconciliation, and decision-making.

Additionally, SensibleAI Studio's Genesis Blocks make it easy to plug AI capabilities into new or existing workflows, all while maintaining full transparency and auditability. SensibleAI Studio is expected to be generally available in late June 2025.

SensibleAI Account Reconciliations: Automating a Critical Close Process

SensibleAI Account Reconciliations, powered by SensibleAI Studio, allows users to leverage AI to detect anomalies and flag risks—like unusual adjustments or missing documentation—early in the close process. It reduces manual effort, improves compliance, and helps finance teams refine policies over time for a faster, more accurate, and controlled close. SensibleAI Account Reconciliations will be limitedly available in late Q2.

The most advanced SensibleAI Forecast: Embedded Machine Learning and Generative AI for Accurate, Transparent Predictions

SensibleAI Forecast is a no-code, AI-powered forecasting solution embedded in the OneStream platform that brings together the company's proven machine learning-based forecasting engine (SensibleML) with new generative capabilities that allow Finance teams to quickly model different scenarios and constraints, pulling forecasts up or down. Teams can create narrative commentary that provides context behind the forecast, strengthening analysis and decision making in real time.

SensibleAI Forecast improves forecast accuracy by an average of 25%+ and reduces cycle times by an average 85%+ across all customers by automating data prep, model selection, and prediction generation.

To learn more about the OneStream SensibleAI portfolio, visit onestream.com/ai.

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