Core Insights - OneStream has formed a strategic alliance with Microsoft to enhance the integration of artificial intelligence (AI) in enterprise finance teams, aiming to modernize the Office of the CFO [1][5][8] Integration and Technology - The integration combines OneStream's SensibleAI technology with Microsoft 365 and Azure, allowing finance professionals to analyze data, run forecasts, generate reports, and automate tasks within familiar Microsoft tools [2][3][4] - OneStream's platform is built entirely on the Microsoft technology stack and operates fully on Azure, ensuring secure and scalable deployment for global organizations [4][7] Key Features of the Alliance - The alliance will introduce several extensions of OneStream's SensibleAI Agents within Microsoft products, including: - SensibleAI Agent extensions in Microsoft 365 Copilot for deep operational and financial analysis [6] - SensibleAI Search Agent in Teams for quick insights retrieval from various documents [6] - SensibleAI Finance Analyst Agent in Teams for natural language queries and real-time analysis [6] - SensibleAI Finance Analyst extensions in Excel for enhanced reporting and predictive analytics [6] Strategic Goals - The collaboration focuses on deep technical integration, innovation in finance solutions, go-to-market strategies, and making OneStream's solutions available on the Microsoft Marketplace [7][8] - The partnership aims to empower CFOs and finance teams to leverage AI for improved productivity, forecasting accuracy, and overall business outcomes [8] Company Overview - OneStream serves over 1,700 customers, including 18% of the Fortune 500, and aims to be the operating system for modern finance by unifying financial and operational data [9][11]

Core Insights - OneStream has launched four new SensibleAI capabilities aimed at enhancing finance teams' forecasting, insights, and productivity [1][4][12] - The SensibleAI solutions are integrated throughout the OneStream platform, addressing planning, forecasting, close processes, and reporting [1][12] SensibleAI Capabilities - SensibleAI Agents are AI-powered chat assistants that facilitate data retrieval, analysis, visualization, and task execution within existing workflows [5][6] - SensibleAI Studio offers over 30 AI routines for teams with limited data science expertise, enabling anomaly detection and performance optimization [7][8] - SensibleAI Account Reconciliations automate the reconciliation process, improving compliance and reducing manual effort [11] - SensibleAI Forecast combines machine learning and generative AI to enhance forecasting accuracy by over 25% and reduce cycle times by more than 85% [12][13] Market Context - A recent survey indicated a significant skills gap in finance, with 89% of finance students feeling prepared to use AI, compared to only 54% of senior professionals [2] - The pressure on finance leaders is increasing due to economic volatility and rising expectations for strategic insights [4]