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OneStream Takes a Bold Step with Microsoft

OneStream, a prominent player in enterprise finance management solutions, has unveiled an expanded partnership with Microsoft, announced during the Microsoft Ignite event of 2025. This strategic collaboration marks a notable advancement in the integration of artificial intelligence (AI) into enterprise financial operations, which is expected to facilitate transformative efficiency for Chief Financial Officers (CFOs) and their teams.

OneStream's platform, known for modernizing the financial office, is set to incorporate its unique SensibleAI™ Agent technology with Microsoft's robust productivity and cloud solutions, namely Microsoft 365 and Azure. This integration allows finance professionals to access real-time data analysis, forecasting, and reporting capabilities directly within the tools they utilize daily. With this evolution, OneStream aims to significantly streamline decision-making processes while enhancing the accuracy of financial operations without impacting daily workflows.

The initial release features several agents tailored to popular Microsoft products such as Microsoft Teams and Excel. These SensibleAI Agents will enable finance teams to conduct in-depth analysis and automate various tasks, empowering them to behave more like strategic decision-makers rather than mere number crunchers. Here are some of the main functionalities introduced:

• - SensibleAI Agent in Microsoft 365 Copilot: This feature empowers finance teams to directly interact with intelligent agents within Copilot, facilitating real-time analysis and visualization based on verified data, all within their familiar Microsoft workspace.

• - SensibleAI Search Agent in Teams: This allows users to quickly source insights from various financial and business documents using natural language processing for ease of access and clarity.

• - Finance Analyst Agent in Teams: This addition enables verbal queries about financial data, allowing instantaneous access to dashboards and other visualizations generated from OneStream’s intelligent analytics engine.

• - Excel Extensions for Finance Analysts: By integrating predictive analytics, anomaly detection, and intelligent forecasting within Excel, the platform enhances traditional spreadsheet functionality and expedites reporting.

Tom Shea, CEO and President of OneStream, states this alliance highlights how forward-thinking organizations can reshape their financial strategies. He mentions, "By embedding our financially-intelligent SensibleAI Agents into major Microsoft products like Teams and Excel, we deliver pivotal insights and automated solutions straight to the financial decision-making processes that demand immediate attention."

Katy Brown, Corporate Vice President of Microsoft, echoed these sentiments, emphasizing that the collaboration aims to provide organizations with deeply integrated intelligent finance solutions, enhancing agility and accuracy. The partnership's core goals encompass deep technical integration, innovation in finance solutions, collaborative marketing efforts to enhance customer adoption, and simplifying procurement through the Microsoft Marketplace for easier scaling of AI finance capabilities.

Both companies recognize the undeniable potential of AI in modern finance operations, positioning themselves strategically to empower CFOs and their teams. Their collective efforts are expected to boost productivity, heighten forecasting precision, and drive substantial business outcomes.

In recognition of this impactful collaboration, OneStream has been honored as Microsoft’s Partner of the Year, a testament to their joint commitment to innovating and transforming financial management through AI advancements.

For additional details, visit OneStream's official site.

About OneStream

OneStream stands as a premier enterprise finance management platform designed to leverage the power of AI, enabling finance teams to not only report historical data but also drive businesses into the future. They offer a cloud-based solution that unifies financial and operational datasets, embedding intelligent insights to reinforce planning and forecasting capabilities. With over 1,700 clients, including 18% of the Fortune 500, OneStream continues to scale and evolve to meet modern enterprise needs, aspiring to be the operational backbone for contemporary finance teams.

To learn more, explore OneStream’s offerings.