SensibleAI™ Agents Product Tour

SensibleAI agents integrated directly into OneStream simplify financial processes, deliver precise, immediate insights, and empower teams to make smarter decisions faster, all within familiar workflows. Let's explore a common scenario, quickly updating revenue forecasts based on recent performance.

In this example, strategic customers account for 60% of our revenue. Swiftly identifying variances between actuals and budget is critical. We just closed March, so let's ask our finance analyst agent for help. For March 2025, show variance in revenue accounts from actual to budget for strategic customers.

SensibleAI finance analyst, leveraging our existing security and core engines of the OneStream platform, retrieves and visualizes the answers we need.

Embedded with OneStream's proprietary financial intelligence, finance analysts will break down our question into financial themes to analyze and create a dynamic cube view for us.

Through a simple query, the agent presents the actionable insights you need, Clearly, no advanced expertise required.

Here, we quickly see actual revenue significantly trails budget, pinpointing discount rates as the cause. Traditionally, investigating discount variances would mean lengthy contract reviews and coordinations with legal teams. Let's simplify this using our deep analysis agent. The cluster contains contractual agreements with customers. Identify the customer contracts that have policies related to discounts. Show them how to make a deal with the customer. Follow the customer and the associated discounts.

Deep analysis breaks down our query and returns to us a list of assumptions and questions we can optionally answer for it to gain further context and to further refine its analysis. Once confirmed, deep analysis methodically assesses assumptions and outlines a precise plan buildup from logical operators and asks for our approval. After approval, it will exhaustively analyze up to thousands of documents with our created plan. Extracting critical details, synthesizing insights across documents and returning our answer in a structured format.

In minutes, we can replace hours of manual review, ensuring accuracy and completeness, turning unstructured data into strategic insights.

With clear insights on our per customer discount terms, it's time to adjust our forecast. We'll now use our search agent to guide us. How do I update my forecast? Search intelligently retrieves the information necessary to answer in a cyclical way, asking follow-up questions to as needed back to our repositories of information. We are able to leverage OneStream security model to lock down access to information and use our data integration layer to automate the ingestion of data available from validated systems across the enterprise. Every answer is sourced and verified.

Ensuring confidence in each step. Search eliminates delays, empowering users with immediate, accurate guidance without relying on administrative or support teams. With step-by-step instructions directly from relevant documentation, let's update our forecast leveraging the insights gained from deep analysis.

Navigating to our forecast section and our returns and discount tab, let's update our costless customer's discount rate to reflect the results. The true rate retrieved by deep analysis in their contract. This will ensure an accurate forecast for our next reporting period. To recap, we've seen how sensible AI agents help finance teams quickly query data, use insights to create meaningful reports, streamline complex processes, and navigate key workflows. These agents combine natural language with contextual intelligence, significantly enhancing our productivity and decision-making skills.