By combining data-driven prediction and generative AI, new solutions help Finance teams forecast smarter, uncover deeper insights and drive productivity

NASHVILLE, Tenn. , May 13, 2025 /PRNewswire/ -- OneStream, the leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, today announced the release of four SensibleAI ™ capabilities at its Splash 2025 user conference: SensibleAI Agents, SensibleAI Studio and SensibleAI Account Reconciliations and the most advanced SensibleAI Forecast. The SensibleAI solutions are infused throughout the OneStream platform across planning & forecasting, close & consolidations, and reporting & analytics processes. These solutions help Finance leaders navigate uncertainty, identify risks sooner, run what-if scenarios, uncover more insights, and drive confident decisions in a shorter amount of time.

These developments come on the heels of OneStream's latest Finance Talent Crunch Survey, which found that while 89% of finance students say they have enough experience with AI to use it in their work, only 54% of senior professionals say the same. As skills gaps and burnout strain finance teams, SensibleAI delivers embedded tools to help automate manual work and free up time for higher-value analysis and decision-making.

"Implementing SensibleAI Forecast improved our forecast error margin from six percent to two percent, translating to forty million dollars in savings," said Rebecca Yu, Head of Commercial Finance, Endeavour Energy.

"Finance leaders are under more pressure than ever—navigating economic volatility, growing skills gaps, and rising expectations to deliver strategic insights," said Tom Shea, CEO of OneStream. "That's why OneStream has never been more relevant. With SensibleAI, we're giving teams practical, embedded AI tools to forecast more accurately, identify risks sooner, increase productivity, and make smarter decisions—so they can lead with confidence, even during times of complexity."

Introducing SensibleAI Agents: Agentic AI That Acts, Analyzes, and Accelerates Finance Workflows

As an evolution of OneStream Sensible GenAI capabilities announced last year, SensibleAI Agents are AI-powered chat assistants that retrieve data, do deep analysis, visualize data and execute tasks.

Embedded directly into the platform, SensibleAI Agents can be operated within the workflows, data models, and security framework OneStream customers already know and trust. Users of all technical levels can use natural language to gain actionable insights across their data and workflows.

SensibleAI Agents include:

• Finance Analyst Agent – Allows users to query financial data using natural language and receive real-time analysis, dashboards, and visualizations based on OneStream's financially intelligent engine.
• Operations Analyst Agent – Provides on-demand access to operational and transactional data, such as inventory, transactions, and sales orders, without requiring IT tickets or specialized skills.
• Search Analyst Agent – Searches across enterprise documents, platform guides, and any unstructured data to transform information accessibility with source transparency.
• Deep Analysis Agent – Processes large volumes of documents to answer high-stakes, high-complexity questions—drawing connections across your unstructured data in an exhaustive manner.

Currently available under private preview, each agent operates within OneStream's security framework and offers full transparency into data sources and logic used, making them suitable for sensitive financial environments.

Introducing OneStream SensibleAI Studio: Infusing AI Across Finance Workstreams

Built for teams with little-to-no data science expertise, SensibleAI Studio is a growing library of 30+ plug-and-play, quantitative and generative AI routines that users can activate within the OneStream platform or directly through APIs.

SensibleAI Studio empowers Finance teams to detect anomalies, summarize variances, and optimize system performance using Applied AI capabilities. Users can explore and analyze data in plain language and streamline reporting, reconciliation, and decision-making.

Additionally, SensibleAI Studio'sGenesis Blocks make it easy to plug AI capabilities into new or existing workflows, all while maintaining full transparency and auditability. SensibleAI Studio is expected to be generally available in late June 2025.

SensibleAI Account Reconciliations: Automating a Critical Close Process

SensibleAI Account Reconciliations, powered by SensibleAI Studio, allows users to leverage AI to detect anomalies and flag risks—like unusual adjustments or missing documentation—early in the close process. It reduces manual effort, improves compliance, and helps finance teams refine policies over time for a faster, more accurate, and controlled close. SensibleAI Account Reconciliations will be limitedly available in late Q2.

The most advanced SensibleAI Forecast: Embedded Machine Learning and Generative AI for Accurate, Transparent Predictions

SensibleAI Forecast is a no-code, AI-powered forecasting solution embedded in the OneStream platform that brings together the company's proven machine learning-based forecasting engine (SensibleML) with new generative capabilities that allow Finance teams to quickly model different scenarios and constraints, pulling forecasts up or down. Teams can create narrative commentary that provides context behind the forecast, strengthening analysis and decision making in real time.

SensibleAI Forecast improves forecast accuracy by an average of 25%+ and reduces cycle times by an average 85%+ across all customers by automating data prep, model selection, and prediction generation.

To learn more about the OneStream SensibleAI portfolio, visit onestream.com/ai.

About OneStream

OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the leading enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.

We deliver a comprehensive cloud-based platform to modernize the Office of the CFO. Our Digital Finance Cloud unifies core financial and broader operational data and processes and embeds AI for better planning and forecasting, with an extensible architecture, so customers can adopt and develop new solutions, achieving greater value as their business needs evolve.

With over 1,600 customers, including 17% of the Fortune 500, more than 300 go-to-market, implementation, and development partners and over 1,500 employees, our vision is to be the operating system for modern finance. To learn more, visit onestream.com.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this press release may be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "believes," "estimates," "predicts," "potential" or "continue" or the negative of these terms or other similar expressions. Forward-looking statements contained in this press release include, but are not limited to, statements regarding our SensibleAI™ capabilities, including SensibleAI Agents, SensibleAI Studio, SensibleAI Account Reconciliations and SensibleAI Forecast. Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors. Some of these risks are described in greater detail in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2025 and the other filings OneStream makes with the Securities and Exchange Commission from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause our actual results to differ materially from those contained in any forward-looking statements we may make. These factors may cause our actual results, performance or achievements to differ materially and adversely from those anticipated or implied by our forward-looking statements. Furthermore, if our forward-looking statements prove to be inaccurate, the inaccuracy may be material. In light of the significant uncertainties in these forward-looking statements, you should not rely on these statements or regard these statements as a representation or warranty by us or any other person that we will achieve our objectives and plans in any specified timeframe, or at all. We undertake no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

MEDIA CONTACT
Jaclyn Proctor
Media Relations Contact
OneStream
media@onestreamsoftware.com

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SOURCE OneStream, Inc.