OneStream

More than 250 no code and direct connectors and REST APIs load ERP, CRM and other data, from SAP, Oracle and Workday among others, with validations before and after each load, and a Snowflake connector serves analytics. SensibleAI Agents work on what lands in OneStream and inside Microsoft 365. Their actions stay in OneStream's own cube and workflows, and outside systems are reached by the assistants a team connects, not by the agents.

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Finance Analyst schedules several long running workflows in parallel and works a variance question through multistep, driver based flux analysis on OneStream's close, planning and reporting engines. Those engines carry the close and planning workflows themselves, with their approvals and period locks. The Agentic Finance Toolkit adds orchestration and skills that guide how outside agents work through OneStream data and workflows.

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Finance Analyst queries the OneStream cube directly, using the same hierarchies, business rules and finality the close and planning engines use. Search Agent combines enterprise retrieval with finance context over policies, procedures, platform guides and custom notes, citing where each answer came from. Deep Analysis works across thousands of contracts, policy bundles and compliance archives to answer complex questions.

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The agents work inside OneStream's role based access, approvals, period locks and audit trails, so a closed period stays closed to them as it does to people. Accountants review an agent's investigation, sources and evidence before they answer or act. A step where OneStream holds an agent's own change or workflow start for someone's approval is not part of what the agents offer today.

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Every agent and every MCP interaction runs under the user's OneStream identity and existing role based permissions, so an assistant connected through the Finance Agentic Layer sees only the data that user may see. OneStream holds SOC 1 Type II and SOC 2 Type II reports, ISO 27001:2022 certification, FedRAMP Rev. 5 High authorization and TX-RAMP, with a DORA compliance statement and a CSA STAR questionnaire in its trust center.

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Each agent query and workflow execution is audited, with the sources, supporting evidence and history an auditor needs to see how a result was produced. The AI Control Tower's Chat Explorer logs every turn of every conversation with the full question, the response and its review details, and its audit logs capture each sensitive action with the user, the entity touched and its state before and after the change. Analytics and credit history break usage down by user and by agent, and administrators can see activity from assistants connected through the Finance Agentic Layer inside OneStream.

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Finance Analyst holds a conversation over several turns, and a change of persona, which sets the cubes and defaults it works from, takes effect in the next new conversation. Administrators write company and persona business context, rules the agent reads on every question, and analysis plans keep a version history of every edit. No memory carries what a team said in one conversation into later ones, so a team's conventions belong in that business context. Every turn of every conversation stays visible to administrators in the AI Control Tower's Chat Explorer as a record for review.

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OneStream runs on Microsoft Azure, hosted in the United States for the Americas, in the European Economic Area and the UK for Europe, and in Australia for Asia Pacific, unless a contract sets otherwise. SensibleAI prompts are processed in Canada, the EEA or the UK for customers there. A FedRAMP High authorized cloud serves government agencies. How a customer picks among the regions is a contract matter.

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Four prebuilt SensibleAI Agents each do their own job. Finance Analyst handles cube analysis, Search Agent answers from policies and guides, Deep Analysis reads large document sets and Forecast Agent explains SensibleAI Forecast results. Genesis adds a live library of blocks, dashboards, KPIs, workflows, models and AI summarization that teams snap together into new processes, and SensibleAI Account Reconciliations ships prebuilt detectors for the close.

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Variance analysis runs on a schedule as well as on demand, and Finance Analyst can queue long running workflows to run on their own. People reach the agents in OneStream, Excel and Teams, and through the Finance Agentic Layer a question or a workflow can start from Copilot, Claude, ChatGPT or Gemini instead.

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SensibleAI prompts go to models available through Microsoft Foundry, which OneStream chooses, and calculations stay on OneStream's own deterministic finance engines. No setting lets a customer pick the model behind an agent. A team that prefers its own assistant can work in Copilot, Claude, ChatGPT or Gemini through the Finance Agentic Layer, while the SensibleAI Agents stay on OneStream's selection.

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REST APIs connect outside systems to the platform, and Developer Studio turns OneStream business rules and workspace assemblies into .NET projects that developers edit in VS Code, Cursor or JetBrains Rider and sync back through Git, Azure DevOps or SVN. The Agentic Finance Toolkit adds MCP finance tools and a semantic layer for outside agents, though the MCP address and tool list are not public.

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The AI Control Tower's Evaluations page tests configured agents against a reusable setup. Each configuration names the agent, Finance Analyst, Search or Deep Analysis, with its persona and a fixed time period or its clusters and plan, sets how many repetitions to run and supplies an input dataset with expected outputs.

Each run shows the input, the expected output and the agent's actual response, and where the LLM Judge is used, a score with an explanation of which elements were right or wrong, so a team can track an agent's quality over time and its consistency across repeated runs. SensibleAI Forecast and SensibleAI Studio measure forecasting models separately, and Forecast Agent explains that accuracy in plain language.

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SensibleAI Agents work on OneStream's own engines, data and document stores and inside Microsoft 365, and outside assistants come in through MCP. No agent drives a browser or desktop application to reach another system.

Sourceonestream.com/solutions/ai-agentic-financeread 2026-10-13