OneStream Launches AI-Driven Financial Close and ESG Planning to Transform CFO Workflows

Enterprise finance platform OneStream (NASDAQ: OS) is raising the stakes for CFOs with a trio of major updates unveiled at its Splash EMEA 2025 user conference. The company introduced Modern Financial Close, AI-powered ESG Planning & Reporting, and an expanded suite of SensibleAI capabilities, aiming to accelerate financial processes, improve forecasting accuracy, and link sustainability metrics directly to financial performance.
“As AI reshapes how businesses operate, uncertainty isn’t just a passing storm—it’s the climate we’re operating in,” said OneStream CEO Tom Shea. “CFOs are at the center of this, leading AI adoption while steering the business through volatility. These updates help finance teams harness AI and automation to boost productivity, maintain compliance, and unlock growth.”
Modern Financial Close: Closing Faster with Accuracy
OneStream’s Modern Financial Close unifies and automates every stage of the close process—from journal entry to reconciliation—on a single platform. By replacing fragmented systems and manual workflows, it aims to shrink cycle times while enhancing auditability and compliance, offering what the company calls a near “Touchless Close.”
Key features include:
- Journal Entry Manager (JEM): Centralizes journal entries across multiple ERPs and business units, complete with lifecycle control, audit trails, and auto-generation of recurring or adjusting entries.
- Transaction Matching (TXM): Automates high-volume reconciliations—including intercompany and corporate credit card transactions—allowing teams to resolve exceptions faster.
- SensibleAI Account Reconciliations: Detects anomalies and flags risks early in the close process, helping finance teams catch unusual adjustments or missing documentation.
The platform’s recognition in ISG Research’s 2025 Record to Report Buyers Guide underscores its strong position in financial close and consolidation, achieving top scores in both customer and product experience.
ESG Planning & Reporting Meets AI
With sustainability becoming a financial imperative, OneStream ESG Planning & Reporting integrates ESG and financial planning in a single workflow. Powered by SensibleAI Forecast and SensibleAI Agents, the solution lets CFOs:
- Forecast Scope 1, 2, and 3 emissions alongside financial metrics.
- Model climate mitigation strategies, regulatory impacts, and ESG investments.
- Generate credible, auditor-ready ESG reports linked to financial close standards.
Upcoming features, including Operational Analytics with Agentic AI, promise to further automate anomaly detection and report generation, making ESG reporting less of a compliance chore and more of a strategic tool.
SensibleAI: Smarter Finance Decisions
OneStream’s SensibleAI portfolio now offers even deeper insights across finance operations. Highlights include:
- Benchmarking and Outlier Analysis: Visual dashboards cluster similar operations, benchmark performance, and identify anomalies to optimize cost and efficiency.
- Expanded AI Routines: SensibleAI Studio has doubled its library of routines since June 2025, enabling faster deployment of commercial-grade AI analytics within trusted workflows.
By embedding AI directly into familiar finance processes, OneStream is positioning itself not just as a tool for automation, but as a platform for smarter, context-driven decision-making. As CFOs grapple with volatile markets and increasing ESG mandates, solutions like these could set a new standard for finance operations.