Introducing the Agentic Layer

We've hit on our native agents. Before we go to the agentic layer specifically, I want to recognize, I think, something that we're all feeling, which there's been a radical change in user experience expectations.

I felt this working now with Microsoft Copilot, Claude Cowork, ChatGPT, Google Gemini. And what we used to tolerate as a user was, hey, if I needed to get an insight, I might actually have to go to three different dashboards, and I might have to go into Excel, into an ERP, into some other system to give the full package to a CFO or another constituent within the business to make a decision.

And at the end of the day, with the advent of these external agents, it's fundamentally changed the way that we think about interacting with software. Now I expect, I think we all are starting to expect, that as an end user, I want to be shown the result in the way that I want to see it, in the language that I speak, and you've got 30 seconds to give me the answer.

Right? That is where we're moving. That's where we're heading as we interact with software. So what can you do about it? Right? As an end user, one of your opportunities is to actually put an agent between yourself and the data.

Right? And there are so many use cases this unlocks. Right? Immense productivity at a personal, a team, and at an organizational level. But the reality is, when you sit inside of the Office of Finance, there's actually another gap that emerges when you just do that.

Right? And that's the governance gap. Right? And we know within the Office of Finance, the numbers cannot be wrong. So what does that governance gap actually look like? Right? The questions that naturally start to emerge are the ones that are maybe a little bit less obvious.

Right? How do I know that an agent is going to be working against my actual source of truth information? Or how do I know that an external agent is going to abide by my intercompany relationships? Or how do I know that when I'm talking about closed consolidation, that I wanted to aggregate up my legal entity hierarchies, not my planning and forecasting hierarchies? Right? Or maybe I'm heavily into M&A as an organization.

How do I know that it's going to be able to abide by my changing ownership structures that we're always dealing with? Right? Those non-obvious but critical to actually getting the right number, that stuff really matters.

So, that's why we're extending the workflows, the processes, the financial intelligence outside the four walls of OneStream. Today, as Tom mentioned, we're incredibly excited to announce OneStream's agentic layer.

Now, whether your teams are working in Copilot, ChatGPT, Claude Cowork, Excel, right, every insight, every action, and every result is grounded in OneStream's financial intelligence. That means you get to have any agent you choose and have every single answer be governed.

So, that's what it means to truly have agents your way. So, now your teams get to work with the tools that they prefer while you get to maintain complete control of the truth. That's the power of the OneStream SensibleAI agentic layer.