SENSIBLEAI AGENTS FOR ACCOUNTING
Scale Accounting capacity without sacrificing control
SensibleAI™ Agents scale your team’s investigative capacity by taking on the searching, reading, and initial analysis behind accounting questions. Your team gets more time to review the evidence, make the call, and move forward.
Because every query and workflow is governed, traceable, and auditable, your team can move faster while retaining the evidence and control Accounting requires.
A simple question can lead to hours of investigative work.
Why did operating expenses increase?
With SensibleAI Agents, your team gets to accurate answers faster without giving up judgment or control.
Without SensibleAI Agents…
- Pull the reports.
- Check the journal entries.
- Trace the transactions.
- Email the business unit.
- Compare prior periods.
- Validate the explanation.
- Document the findings.
- Then answer.
With SensibleAI Agents…
- Review the investigation.
- Apply your judgment.
- Answer.
Meet the Agents behind the answer
SensibleAI Agents are designed to support teams across the full record-to-report process, from analyzing financial data and reviewing documents to finding trusted guidance.
3 SensibleAI Agents for Accounting. One shorter path to an answer.
SensibleAI Finance Analyst
Analyze the numbers
Ask questions in natural language and analyze live financial data.
Use it to:
- Schedule multiple long-running workflows in parallel
- Summarize and draft commentary
- Investigate cost center variances
- Dig into the drivers behind a performance gap, in seconds.
SensibleAI Deep Analysis
Review documents at scale
Surface key terms, patterns, and exceptions across large document sets.
Use it to:
- Extract clauses and obligations
- Flag exceptions and potential risks
- Trace findings to source documents
SensibleAI Search
Find trusted answers
Search across the OneStream platform as well as approved guidance, policies, procedures, and documentation.
Use it to:
- Locate relevant accounting guidance
- Surface internal policies and procedures
- Onboard independently, without heavy admin support
GOVERNANCE & AUDITABILITY
Move faster with control and auditability built in
AI-assisted accounting work must meet the same standards as human-produced work. SensibleAI Agents operate within OneStream’s governed financial environment, where role-based access, approvals, period locks, and audit trails are all built in.
Every query and workflow execution is audited and traceable, with the sources, supporting evidence, and history that accountants and auditors need to review the work, verify the results, and understand how they were produced.
Bring financial intelligence to the AI tools your team uses
The OneStream Finance Agentic Layer connects tools such as ChatGPT, Claude, and Microsoft Copilot to trusted financial data, logic, and capabilities through MCP. Every interaction remains governed by OneStream’s business rules, permissions, and audit trails.
See what SensibleAI Agents made possible at Cox Enterprises
Cox Enterprises deployed SensibleAI Agents across three repeatable Finance use cases: ad hoc analysis, onboarding support, and contract review. The results gave its Finance team faster answers and more capacity for higher-value work.
“Today, hundreds of users across accounting, FP&A, tax, and treasury work from that same foundation [that OneStream gave us], which made AI adoption realistic and responsible.”
- Allison Adrian, AVP of Finance Solutions Delivery | Cox Enterprises
90% efficiency improvement
Accelerated ad hoc financial queries with SensibleAI Finance Analyst.
10 hours to 10 minutes
Cut contract review time from 10 hours to 10 minutes with SensibleAI Deep Analysis, enabling them to review all contracts instead of a select few.
100% accuracy
SensibleAI Search answered Cox’s onboarding FAQs accurately, with links to supporting resources.
Add capacity where your accounting team needs it most
Explore where SensibleAI Agents can help your team reduce investigative work, reach answers faster, and focus its expertise on judgment and action.
