#None #Orlando #OneStream #FinanceAI #SensibleAI

OneStream Unveils Innovative AI Solutions for Finance

OneStream, a leader in AI technology for modern finance, recently unveiled its latest innovations at the OneStream Splash User Conference held in Orlando, Florida. The company announced the general availability of its SensibleAI™ Agents and the Finance Agentic Layer, tools designed to streamline financial reporting, analysis, and decision-making processes. These advancements aim to integrate seamlessly with existing tools used by finance teams, such as Microsoft Office 365, allowing them to leverage artificial intelligence effectively.

Transforming Finance with SensibleAI Agents

OneStream's SensibleAI Agents are specifically tailored to enhance financial work efficiency. They operate natively within the OneStream platform and link directly to Microsoft Excel and Teams, presenting a familiar interface for finance professionals. These pre-built agents are designed to handle everyday tasks such as generating reports, conducting analyses, and conducting information searches without losing the oversight and control necessary for financial operations.

The introduction of the Finance Agentic Layer further enhances these capabilities by enabling various third-party AI tools, like ChatGPT and Claude, to interact with OneStream's data. This interconnectivity empowers finance teams to forecast, guide, and report with more accuracy and ease than ever before.

Closing the Governance Gap in Finance

OneStream’s Finance Agentic Layer not only facilitates enhanced interactions with AI but also underscores the importance of data governance. Utilizing the open Model Context Protocol (MCP), the layer ensures that any AI tool requesting data from OneStream adheres to strict financial standards. This includes maintaining auditability, proper permissions, and secure access to sensitive financial information.

As Tom Shea, founder and CEO of OneStream, states, “Finance teams are moving quickly to adopt AI, but generic tools operate without the financial context, logic, and governance required for financial decision-making.” The goal is to connect finance teams to trusted data and business rules while maintaining controlled workflows, thereby producing results that are both accurate and auditable.

Key Features and Functions

Enhanced AI Capabilities:

With the Finance Agentic Layer, finance professionals can use various AI tools to:

• - Ask Plain Language Questions: Users can query financial data without needing technical expertise, receiving clear and meaningful responses based on the trusted OneStream data.
• - Utilize Any AI Tool: The new layer supports a variety of AI platforms to automate queries. For example, when prompted by ChatGPT for a financial dashboard, it can extract and present relevant reports in minutes.
• - Maintain Governance: Each interaction is governed by user authentication linked to their OneStream identity, ensuring data accessibility is aligned with each user’s permissions.

The Impact of SensibleAI Agents on Businesses

Organizations such as Cox Enterprises have already begun utilizing OneStream's SensibleAI Agents to significantly enhance efficiency in financial analysis.

Allison Adrian, AVP of Finance Solutions Delivery at Cox Enterprises, remarked, “OneStream's SensibleAI Agents are changing how our team works with data. Instead of manually searching for information, we can quickly uncover insights into trends, root causes, and what's driving variances so our team can focus on insights that drive smarter, faster decision-making.”

Available SensibleAI Agents Include:

1. Forecast Agent: Delivers forecast analysis in simple terms, grounding answers in real-time forecast data.
2. Finance Analyst Agent: Provides automated financial analysis at scale, allowing queries in natural language for immediate reporting results.
3. Search Analyst Agent: Enhances enterprise search capabilities across documents while ensuring transparency in information sourcing.
4. Deep Analysis Agent: Facilitates comprehensive searches across extensive documents, drawing insights from complex datasets.

With these powerful AI-driven tools, OneStream aims not only to revolutionize the finance sector but also to empower financial professionals with accurate, actionable insights. To explore OneStream's offerings and how they can transform finance operations, visit onestream.com.

About OneStream

As a frontrunner in AI for modern finance, OneStream is committed to unifying core financial processes into a single intelligent platform. With a range of over 1,800 customers, including 18% of the Fortune 500, OneStream seeks to empower finance teams to drive business strategy and execution effectively.