OneStream AI features and pricing (October 2026)

OneStream is corporate performance management software for large companies that combines financial close and consolidation with planning, forecasting and reporting on one platform. Its SensibleAI products add machine learning forecasts and governed AI agents for finance.

OneStream unifies financial close and consolidation, planning, forecasting, reporting and analysis in one platform with a common data model. Financial close and consolidation is one of its historic core capabilities, and OneStream states it has been named a Leader in Gartner's Magic Quadrant for financial close four years in a row. The company is based in Birmingham, Michigan, and reports more than 1,900 customers, including UPS, Costco, Capital One and KPMG. Since April 1, 2026, it has been owned by the investment firm Hg, with General Atlantic and Tidemark as minority investors, and is no longer publicly traded. The SensibleAI portfolio includes Forecast, Agents and Studio.

• Produces machine learning forecastsSensibleAI Forecast creates forecasts with machine learning directly on the governed data in OneStream, without the finance team needing data science expertise. Controllers get a statistical baseline for planning instead of building forecast models in spreadsheets.
• Answers finance questions in plain languageSensibleAI Agents, generally available since May 19, 2026, work inside OneStream's governed data models. The Finance Analyst agent delivers variance analysis and trend insights from plain-language questions, and the Search Agent finds answers in policies and reports with the sources shown.
• Reviews forecast accuracyThe Forecast Agent, bundled with SensibleAI Forecast, reviews forecast accuracy and ranks problem areas by severity. Finance leaders can see where AI forecasts are weak before using them in decisions.
• Links numbers with documentsThe Deep Analysis agent connects structured financial data with unstructured documents to identify patterns and drivers. Analysts spend less time pulling context from reports and files by hand when they explain results.

• Close, consolidation, planning and reporting share one data model, so AI forecasts and agents work on the same governed numbers.
• A Finance Agentic Layer based on the Model Context Protocol (MCP) makes governed OneStream data available to AI tools outside the platform.
• Owned by the investment firm Hg since April 2026 and no longer listed on Nasdaq.

OneStream is based in Birmingham, Michigan, and names 18 percent of the Fortune 500 as customers, including UPS, Costco and Capital One.

OneStream is built for large groups, so plan for an implementation partner and request pricing for the modules and SensibleAI products you need. Ask for SOC 1 reports for your auditors, hosting regions and the data processing agreement, which were not detailed on the pages reviewed in September 2026. Check which ERP connectors are standard for your landscape.

No reviews yet. Be the first to share how your team uses it.

Every review shows its verification level. We read each one before it goes live. How we check reviews