SensibleAI™ Agents
Meet Your New Financially Intelligent Teammates
SensibleAI™ Agents: Your new digital team members—purpose-built to make finance faster, smarter, and more productive. Agents are seamlessly embedded into the workflows, data models, and enterprise-grade security you already trust and expect from OneStream.
Powering Modern Enterprises with Finance AI
Data and insights you can trust.
Enterprise-grade security to protect your information.
Packaged Finance Scenarios and solutions.
Designed to accelerate your performance
SensibleAI Agents are financially intelligent and embedded directly into the OneStream platform—purpose-built AI assistants that analyze, synthesize, and act on financial and operational data for you. Whether they’re combing through documents, surfacing insights, or running complex analyses, these agents extend your finance team with intelligent support that works at machine speed.
No external tools. No complex AI builds. Just enterprise-grade intelligence, sensibly applied.
A new suite of finance-first AI agents
Say hello to Finance Analyst, Operations Analyst, Search, and Deep Analysis — four specialized agents designed to empower finance teams and drive confident decision-making. They are now in private preview.
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.
Operations Analyst
From ticket requests to instant answers
Operations Analyst transforms how teams interact with operational and transactional data. Ask questions in natural language and receive real-time visual insights—no need to wait on specialists or submit IT tickets.
- Built on OneStream’s tabular engine for instant answers
- Democratizes access to data across the business
- Fully secured and auditable within OneStream
Use it to:
Monitor transaction anomalies, evaluate supplier trends, or drill into inventory movements 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.
Why SensibleAI Agents
Anchored in the same unified data model and financial intelligence within your OneStream platform – so you get one version of the truth and answers you can trust.
Embedded and intuitive: Built directly into finance and operational teams’ workflows.
Secure and explainable: Protected by OneStream’s certified security models and audit trails.
Transparent by design: Surfaces complexity scoring, step-by-step logic (“thoughts”), and linked sources so users can trust, validate, and understand how every insight is generated.
Actionable: More than just answers—agents analyze, decide, and help you act. Scalable: Start with a single workflow or scale across teams with ease.
Driving Finance Forward With AI
SensibleAI Studio
OneStream Genesis
SensibleAI Forecast
SensibleAI Account Reconciliations
A Leader in Finance Management Solutions
SensibleAI Agent FAQs
SensibleAI Agents are a new class of agentic AI offerings built directly into the OneStream platform—designed not just to respond to requests, but to proactively support, automate, and enhance finance and operational workflows.
Unlike traditional generative AI assistants that wait for a prompt, SensibleAI Agents operate with intent. They can be given broad objectives—like uncovering drivers behind performance shortfalls or analyzing policy implications—and will work autonomously or collaboratively to deliver answers, recommend actions, and even initiate workflows.
Each agent is specialized, yet connected:
- Finance Analyst Agent: Proactively surfaces insights from Cube-based financial models, identifying trends, anomalies, and risks—and visualizing them in real time.
- Operations Analyst Agent: Empowers everyday users to interact with operational and transactional data via natural language—eliminating bottlenecks and accelerating decision-making.
- Search Agent: Locates and synthesizes information across OneStream documentation, policies, and custom files—turning buried knowledge into actionable intelligence.
- Deep Analysis Agent: Tackles the complexity of large, unstructured document sets to answer business-critical questions with depth and context.
Together, this team of intelligent agents augment your finance organization and adapts to your ever-changing needs—boosting speed, intelligence, and agility across finance, RevOps, HR,marketing, and supply chain teams.
In short, SensibleAI Agents move OneStream from a system of record to a system of action—one where AI doesn’t just assist but actively advances the business.
Get Started With a Personal Demo
Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!
