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 custom calculations and insights, instantly.
Like having a financial expert to help you interrogate your financial data and models, surface answers, and provide clarity on 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, schedule multiple long-running workflows in parallel, summarize and draft commentary, investigate cost center variances, or dig into the drivers behind a performance gap, 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 SensibleAI Forecast accuracy and explainability
Already using SensibleAI Forecast? Forecast Agent lets you go deeper, asking 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.
Forecast Agent is available exclusively for SensibleAI Forecast customers.
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.
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.
No. That's the point. Your team can keep using ChatGPT, Claude, Copilot, or any MCP-compatible tool they already rely on. OneStream's Finance agentic layer gives those tools the financial context and governance they're missing today. You're not replacing your AI stack. You're giving it a governed financial backbone.
General-purpose AI tools are powerful, but they don't know your chart of accounts, your hierarchies, your business rules, or which numbers are final. They generate probable answers. OneStream agents execute deterministic calculations on your actual financial data. The difference is the difference between "this looks about right" and "here's the auditable answer with full traceability."
No. Your data stays within your governed OneStream environment. It is not used to train any external AI models. When third-party agents connect through MCP, they receive governed outputs. Your underlying data never leaves the platform.
Most AI agents respond to a single prompt and stop. SensibleAI Agents like Finance Analyst can run complex, multi-step analysis workflows on a schedule in the background. Set it up once, and results are ready when you need them. Think of it as an analyst who works overnight so the answers are on your desk in the morning.
Your existing OneStream administrators. Every agent interaction, native or third-party, inherits the same role-based access controls, period locks, and approval gates your team already manages. No separate security model to configure. No reliance on the AI model to self-govern. If a user doesn't have access to a data set in OneStream, neither does their agent.
SensibleAI Agents are available directly in Excel, so your team can access financial analysis, forecasts, and search results without leaving the spreadsheet. The same governance, auditability, and deterministic computation apply whether the agent runs inside OneStream or in Excel.
Yes. Every query, every workflow execution, and every output is logged with a complete audit trail. This applies to native SensibleAI Agents and third-party agents connecting through MCP. Full traceability is not optional. It's built into every interaction by default.
Request a demo and our team will walk you through SensibleAI Agents and the finance agentic layer in the context of your environment. Whether you want to start inside OneStream to use our native agents or connect your existing AI tools through MCP, or both, we'll help you find the fastest path to value.
