Dive Brief:

• Finance software maker OneStream announced Tuesday that it was adding a series of new tools to its product portfolio, including “artificial intelligence agents” capable of performing various kinds of data analysis for CFOs and their teams.
• Among other offerings, the company introduced a new “deep analysis agent” designed to address highly complex financial questions after processing large volumes of documents. The agents are currently available to a limited set of customers in “private preview” mode and could be fully rolled out later this year, according to OneStream CEO Tom Shea.
• “We’ve pressure-tested the agents internally, and now we want to get feedback from the preview mode” before the full roll-out, he said in an interview.

Dive Insight:

OneStream joins a growing list of tech companies that are developing AI agents — tools designed to perform workplace tasks in place of humans. Enterprise software giants such as Microsoft, Oracle, SAP and Workday started launching agents last year.

Big Four accounting firms such as KPMG and Deloitte have jumped on the band wagon as well.

OneStream intends to expand its agentic offerings over time and is “committed” to making sure its agents are able to work with other ones, Shea said.

The agents were debuted in Nashville on Tuesday at OneStream’s annual customer conference. Other products unveiled at the event include “SensibleAI Account Reconciliations,” which is designed to allow users to detect anomalies and flag risks — such as unusual adjustments or missing documentation — early in the close process. 

“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,” the company said in a press release.

Agentic technology is still in the early stages of development, and analysts have said it may be too soon for rapid adoption when it comes to sensitive business functions such as corporate finance. Among other potential challenges, an agent could leak sensitive data or the technology might “hallucinate” and provide erroneous information. 

In its Tuesday release, OneStream said its AI agents operate “within OneStream's security framework and offers full transparency into data sources and logic used, making them suitable for sensitive financial environments.”

According to Shea, the company’s deep analysis agent can respond to queries such as: “For any customer that I’ve ever granted x amount of liability in their contract, please tell me the revenue that I’ve captured from that customer, and then give me an analysis of the risk-reward relationship between the liability that I have and the revenue that I capture for that customer.”

The agent is able to perform “much like a business analyst on your team that you might ask to do that type of work for you,” Shea said.

The company also introduced an “operations analyst agent” designed to provide on-demand access to operational and transactional data such as sales orders, as well as a “search analyst agent” capable of searching unstructured data across enterprise documents.