Empower Finance with Agentic AI

As a recovering finance professional, I've seen this before. I've been in your shoes. I've experienced this. And I want to share a little bit of that story with you. As an eager, young financial analyst and accountant, I wanted to be a CFO earlier in my days.

I was at the dawn of another force multiplier, another huge productivity gain. These office productivity suites, things that we take for granted today. Right? We saw our productivity skyrocket, and the possibilities seemed endless because of Excel.

Instead of being contained to a 10 key and a printout from a mainframe, we were unleashed because of Excel and the models that we could do. Yet, while those benefits were real, we also experienced another problem.

We now replaced one version of truth with 1,000 almost rights. All right? So that's something that we've all been dealing with. And we entered into what we would all call the reconciliation loop. All right? The endless exporting of data from one system, looking at it in a spreadsheet, tying it out to another spreadsheet, only to verify it in a meeting and argue with somebody else because they came with a different number.

It's all the things that we've talked about for years. But we've gotten a lot of productivity out of these tools. So fast forward to today. Why is this relevant? We're seeing this even more. AI introduces a similar paradox.

You can think of the tools and the productivity that we're seeing coming to you, except that it's at an exponentially larger scale and pace. So public LLMs and agents like Copilot, Claude, they unlock new scale, potential for analysis, and business efficiency like never before.

But finance teams can literally do millions of things with AI. They can automate routine tasks. All right? You can build formulas, reports. You can get so much leverage on this new technology. And I know you're all hearing it.

You're probably experiencing it now. We're really seeing the dawn of this capability. But, again, generic AI tools struggle to verify data and provide auditable reasoning that finance requires. They lack the business context and controls.

Finance can't get verifiable data that's trusted and the information that it requires to make decisions on answers that come back from just plain generic LLMs. So finance doesn't need more AI tools. It needs an AI operating system.

Generic AI gives you answers. Finance AI gives you answers you can defend. That's why we made SensibleAI, a portfolio of AI solutions purpose-built for the office of the CFO that lives natively in the OneStream platform, starting with our flagship product, SensibleAI Forecast, to deliver faster, more accurate forecasting capabilities, followed on by SensibleAI Studio, a series of purpose-built AI algorithms that can help you automate all the different processes that you're being asked to find efficiency for.

And then, finally, Sensible AI agents, something that we're all so excited about and everybody's experiencing, you know, what is this going to mean to me and what is this going to mean to my career? Well, it can help augment your staff.

It can help take away the mundane work so that you can focus on the more value-added work that the business wants from you. In OneStream's vision, forward finance is really not going to be in a situation where AI is replaced in the world of analysts and the world of accountants.

Finance isn't getting replaced. AI is in an amplification mode. We're entering into a new era of work where finance will work in three ways. First, you're going to continue to use OneStream in the way that you've always experienced it.

Teams will continue to access, analyze, and work directly within OneStream's user interface. Second, teams will increasingly be augmented by the specialist capabilities of analysts, giving you more and more opportunity to become efficient, search for key data, generate reports, make recommendations, and automatically run plans, trends reports, and analysis.

And finally, over time, as confidence grows with artificial intelligence, you're going to see specific tasks and scenarios where the agents have the opportunity to autonomously interact with the system by safely operating within the governance, audibility, security of the OneStream platform.

So how is OneStream going to drive this future? You've heard me say AI at least 100 times in this presentation so far. So let's think about this for just a second. What's really impactful? We're very excited to introduce our agentic layer.

This is a modern integration layer to all major AI platforms. We connect you to whatever agent you choose. So what does this mean for you? This is the choice to work where you want, within the agentic system that you want, but maintaining the governance and reliability of the OneStream platform.

Whether you use OneStream specialty agents, Claude Cowork, Copilot, Copilot Cowork, you control the interface, and OneStream will control the truth. So any agent you choose with the governance you need.