Governed Agentic AI for Finance
OneStream delivers Finance AI with SensibleAI™ Agents built in or connects your AI tools of choice. A governed agentic layer adds auditability and financial intelligence across Copilot, Claude, Gemini, & ChatGPT.
Why OneStream Agents are different
Built on Financial Truth
Agents execute on OneStream's financial close, planning, and reporting engines. Every result is precise, consistent, and grounded in the same data and business context your team already trusts.
With Financial Intelligence
Financial intelligence powers the Agentic Layer, translating natural language into precise financial context across your hierarchies and data. Built on OneStream’s core engines, it runs in Finance workflows with full governance and auditability.
Available Where Finance Works
SensibleAI Agents work in OneStream and Excel. The same agentic layer extends governed access to Copilot, Claude, ChatGPT and other MCP-compatible tools.
80% accurate is 0% useful in Finance
Your team already uses AI for analysis, summaries, and research.
But general-purpose tools don’t know your chart of accounts, hierarchies, business rules, or which numbers are final. In Finance, answers need to be transparent and defensible.
OneStream fixes that with built-in Finance agents and an agentic layer that extends the same controls to your favorite AI tools.
Finance Analyst
Your new co-pilot for Cube-based financial analysis
Built on OneStream’s financial intelligence engine, Finance Analyst lets you query the Cube directly with natural language. Get dashboards, custom calcs, and insights—instantly.
Like having a financial expert to help you interrogate your financial data and models, visualize it in tables and graphs, and provide answers to your most pressing questions.
- Execute roll-ups, compliance calcs, and custom logic
- Cut dependence on power users and manual reporting
- Stay within OneStream’s secure financial model
Use it to:
Compare actuals vs budget at month start, build forecasts, or investigate cost center variances in seconds.
Search Agent
The fastest way to find Finance answers
Search Agent interprets and summarizes your policies, docs, reports, and OneStream platform knowledge so you don’t have to. Just ask a question, and get a trustworthy, explainable answer—no digging required.
- Combines enterprise retrieval-augmented generation (RAG) with contextual understanding of Finance-specific content
- Searches across docs, platform guides, and custom notes
- Reduces dependence on support teams
Use it to:
Understand application design for administrators and power users, get questions answered, or locate reporting guidance—instantly.
Deep Analysis
Your enterprise-wide document analyst
Deep Analysis scans thousands of documents and synthesizes answers to high-stakes, high-complexity questions—drawing connections across your unstructured data.
- Uncovers hidden patterns and context
- Synthesizes insights from massive doc sets
- Ideal for audit, compliance, and strategic planning
Use it to:
Extract insights from contracts for revenue recognition, policy bundles, or compliance archives in minutes instead of weeks.
Forecast Agent
Your AI partner for forecast accuracy and explainability
Forecast Agent lets you ask about accuracy, drivers, scenarios, and growth rates in plain Finance language and get answers grounded in your actual forecast. Get results instantly as narrative, tables, charts, or Excel outputs.
No dashboard hunting. Just answers you can trust.
- Identifies forecast gaps across the business with clear severity signals
- Breaks variance into underlying drivers with full transparency
- Generates review-ready comparisons and growth summaries on demand
Use it to:
Walk into forecast reviews with answers already in hand, from missed targets to scenario comparisons and growth rates.
More than agents, a governed agentic platform for Finance
SensibleAI Agents run on OneStream’s Finance agentic layer, the governed foundation for every interaction. The same layer powers Copilot, Claude, ChatGPT, and other tools you already use.
Native and third‑party agents operate with the same business rules, permissions, and full auditability.
OneStream enforces business rules, permissions, and audit trails for every interaction, native or external.
OneStream enforces business rules, permissions, and audit trails for every interaction, native or external.
Unified data model
One version of truth across close, planning, consolidation, and reporting.
Semantic understanding
Translates business language into precise financial context across your data, no need to know the underlying model.
Deterministic computation
No guessing. Agents execute on OneStream’s financial engines with precision and consistency.
MCP connectivity
Securely connects governed data, logic, and tools to the AI platforms your team already uses.
Automated governance
Applies RBAC, period locks, approvals, and audit logging to every action, automatically.
Full traceability
Every query and workflow is fully audited and traceable, native or third party.
Market-proven leadership you can trust
Drive Finance Forward with AI
SensibleAI™ Studio
SensibleAI Account Reconciliations
AI Planning & Forecasting
SensibleAI™ Clustering Analysis
Your questions, answered: Finance AI, agents, and the agentic layer
MCP (Model Context Protocol) is an open standard that lets AI agents securely connect to external systems. Think of it as a universal adapter. Instead of building custom integrations for every AI tool your team uses, OneStream's MCP connection gives any compatible agent governed access to your financial data, logic, and tools. One connection. Every agent. Full governance.
