OneStream Extends Finance AI Leadership with the Launch of Modern Financial Close and SensibleAI-Powered ESG Planning & Reporting

Rhea-AI Summary

OneStream (NASDAQ: OS) announced on October 14, 2025 the launch of Modern Financial Close, AI-powered OneStream ESG Planning & Reporting, and expanded SensibleAI capabilities to automate close, link sustainability to financial planning, and surface contextualized AI insights within the platform.

Key product elements include Journal Entry Manager (JEM), Transaction Matching (TXM), SensibleAI Account Reconciliations, SensibleAI Forecast and Agents, doubled SensibleAI routines since June 2025, and recognition as Exemplary in the 2025 ISG Record to Report Buyers Guide.

Positive

• Launched Modern Financial Close on Oct 14, 2025
• Introduced ESG Planning & Reporting linking Scope 1, 2, 3 modeling
• SensibleAI routines doubled since June 2025
• Recognized Exemplary in 2025 ISG Record to Report Buyers Guide

Negative

• OneStream SensibleAI Agentic integration is coming soon, not yet available
• Forward-looking statements subject to material risks and uncertainty

Modern Financial Close and new SensibleAI™ capabilities advance the path to a Touchless Close – automating key processes to help Finance navigate volatility, maintain compliance, and deliver real-time insight.

LONDON, Oct. 14, 2025 /PRNewswire/ -- OneStream (NASDAQ: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions – including financial close, consolidation, reporting, planning and forecasting, today announced at its Splash EMEA 2025 user conference the launch of Modern Financial Close, AI-powered OneStream ESG Planning & Reporting, and a suite of new SensibleAI capabilities. Together, these innovations will empower Finance leaders to close the books faster, forecast with greater precision, and gain deeper insights into the relationship between financial performance and sustainability goals — all within the trusted governance and transparency of the OneStream platform.

"As AI reshapes how businesses operate, Finance recognizes that uncertainty isn't just a passing storm — it's the climate we're operating in," said Tom Shea, CEO & President, OneStream. "CFOs are at the center of this, leading AI adoption while steering the business through volatility. Today's news highlights how OneStream helps Finance leaders harness AI and automation within their teams to boost productivity, maintain compliance, and unlock growth in this new era."

Introducing Modern Financial Close: Closing Faster with Accuracy, Transparency and Control

OneStream's Modern Financial Close automates and unifies each phase of the close process — from journal entry to reconciliation — on one platform. By unifying fragmented systems and manual workflows, Modern Financial Close helps finance teams reduce cycle times while strengthening auditability and compliance – delivering a true end-to-end solution for automated financial close.

Key enhancements include:

• OneStream Journal Entry Manager (JEM) centralizes journal entry management across multiple ERPs and business units, providing lifecycle control, audit trails, and automatic generation of recurring and adjusting entries.
• OneStream Transaction Matching (TXM) automates high-volume reconciliations for intercompany, invoice-to-receipt, and corporate credit card transactions — helping Finance resolve exceptions faster and close with greater accuracy.

OneStream announced SensibleAI Account Reconciliations, powered by SensibleAI Studio, earlier this year, allowing users to leverage AI to detect anomalies and flag risks – such as unusual adjustments or missing documentation – early in the close process. Now, with the addition of JEM and high-volume TXM, OneStream is delivering a comprehensive, end-to-end platform for automated financial close – bringing Finance leaders a step closer to a "Touchless Close."

OneStream was also recognized as Exemplary in the 2025 Record to Report Buyers Guide by ISG Research, covering Financial Close, Financial Consolidation, and overall Record to Report. The company achieved the highest scores in both customer and product experience, reinforcing its position as a trusted leader in Financial Close and Consolidation.

AI-Powered OneStream ESG Planning & Reporting

In its third major release this year, OneStream ESG Planning & Reporting unifies sustainability and financial planning within one workflow. Now powered by SensibleAI Forecast and SensibleAI Agents, the solution enables finance teams to forecast consumptive activities and model Scope 1, 2, and 3 emissions, forecast carbon impact, and align ESG initiatives with financial performance.

• With SensibleAI Forecast, teams can model climate mitigation strategies, regulatory impacts, and ESG investment scenarios alongside financial forecasts, linking sustainability data with financial close standards for enhanced credibility with regulators, investors, and stakeholders.
• With Operational Analytics + Agentic AI Integration (Coming Soon), OneStream ESG Planning & Reporting will incorporate OneStream SensibleAI Agents to analyze intelligent data, detect anomalies, and generate and summarize narrative reports.

Advancing Finance AI: Delivering Trusted, Contextualized Insights with New Routines to SensibleAI Studio

The SensibleAI™ portfolio empowers the Office of Finance by unifying quantitative, generative, and agentic solutions and surfacing them into existing workflows Finance leaders already trust and know. Built directly on the OneStream platform, SensibleAI solutions provide contextualized insights – from financial intelligence to workflow state, consolidation status and more - to ensure decisions are made with accuracy and confidence. New capabilities include:

• SensibleAI Benchmarking and Outlier Analysis: Found on the SensibleAI Studio, this pre-built routine brings financial and operational workflows together in a visual dashboard, allowing users to cluster similar operations for accurate benchmarking, identify anomalies to understand under- and over-performance, and cluster these 'like' operations for greater insights that maximize output and cost performance.
• Expanded AI Routines: SensibleAI Studio has doubled the number of routines since its general availability in June 2025, enabling faster building and deployment of commercial-grade AI data science functionality within the OneStream platform – one of the fastest solutions on the market.

"OneStream's SensibleAI really stood out, giving us the transparency that we needed in terms of forecasting revenue, understanding the relativity of different drivers, and the impact to our revenue forecasts," said Rebecca Yu, Head of Transformation at Endeavour Energy.

To learn more about these solutions, please visit www.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 Modern Financial Close and new SensibleAI capabilities, including AI-Powered ESG Planning & Reporting. 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 June 30, 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.

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, a strong ecosystem of 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.

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

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SOURCE OneStream, Inc.

FAQ

What did OneStream (OS) announce on October 14, 2025?

OneStream launched Modern Financial Close, AI-powered ESG Planning & Reporting, and expanded SensibleAI capabilities.

How does OneStream's Modern Financial Close help finance teams?

Modern Financial Close centralizes journal entries (JEM) and automates reconciliations (TXM) to shorten close cycles and improve auditability.

What ESG features did OneStream (OS) add in October 2025?

OneStream ESG Planning & Reporting enables forecast modeling of Scope 1, 2, and 3 emissions and links sustainability scenarios to financial forecasts.

Are OneStream's SensibleAI agent features available now for OS investors?

SensibleAI Agents are announced but the Operational Analytics + Agentic AI integration is listed as coming soon.

How has SensibleAI changed since June 2025 for OneStream (OS)?

OneStream says SensibleAI Studio has doubled the number of routines since its June 2025 general availability.

Did OneStream (OS) receive any industry recognition related to the announcement?

Yes, OneStream was rated Exemplary in the 2025 ISG Record to Report Buyers Guide for close and consolidation.