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Agentic 10-K

OneStream, Inc.OS

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-04-01, OneStream, Inc. (OS) disclosed AI-agent language in 3 SEC filings since 2026-02-26, including 1 excerpt describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Stage
Scaling
Market cap
—
First seen
2026-02-26
Latest filing
2026-04-01

Matching filings by quarter

012Q1 '25Q2Q3Q42Q1 '261Q2Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Finance & accounting

Vendors and products named

Microsoft

Source

3 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

““We are making long-term investments in our quantitative, generative and agentic AI portfolio at a critical inflection point.”

8-KFiled 2026-02-26Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“OneStream’s powerful Finance AI differentiation brings AI and Agentic AI solutions to a company’s contextualized business logic, making it a key player in the Finance AI sector.”

8-KFiled 2026-04-01Source on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“In addition, our platform solutions are enhanced by sophisticated native machine learning and generative and agentic AI technologies for Finance, built on our core tenets of auditability, transparency and repeatability.”

10-KFiled 2026-02-26Source on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

8-K filed 2026-04-01 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-04-01

Investor quote highlights OneStream's Finance AI and Agentic AI solutions.

““We see a tremendous opportunity with OneStream and their vision to be the operating system for Modern Finance,” said Joe Jefferies, Partner at Hg. “There is a fundamental shift in how companies must deliver value in the age of AI. OneStream’s powerful Finance AI differentiation brings AI and Agentic AI solutions to a company’s contextualized business logic, making it a key player in the Finance AI sector. This, coupled with an already strong global customer base and clear vision, makes OneStream a critical addition to our Hg team and we look forward to helping them accelerate innovation and growth.””

8-K filed 2026-02-26 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-02-26

OneStream is investing in quantitative, generative and agentic AI with SensibleAI and expanded its Microsoft partnership.

““2025 demonstrated strong momentum in Finance AI, exceeding our expectations and reinforcing our position as the leading AI-powered platform for the Office of the CFO,” said Tom Shea, CEO at OneStream. “We are making long-term investments in our quantitative, generative and agentic AI portfolio at a critical inflection point. This AI-first strategy is translating into our performance: AI bookings and customers more than doubled in 2025 and we expanded our strategic partnership with Microsoft. With our SensibleAI, finance leaders are improving forecasting accuracy by 27 percent on average and accelerating planning cycles by 86 percent on average. As the next phase of enterprise AI unfolds, we believe our focus and execution position us to be a long-term winner in Finance AI.””

10-K filed 2026-02-26 Filing index (opens in a new tab)

10-KFiled 2026-02-26

OneStream platform incorporates native machine learning, generative and agentic AI for finance solutions.

“Since our inception, our platform has been purpose-built to advance and modernize the Office of the CFO. The Digital Finance Cloud addresses the strict requirements of auditability, transparency and repeatability for critical finance and accounting processes, while maintaining the flexibility, agility and relevance essential for impactful financial and operational planning and analysis. To achieve this, our platform unifies financial and operational data from systems across the enterprise. With powerful financial intelligence across parameters such as accounts, intercompany accounting and foreign currency exchange, among others, our platform accounts for the interdependencies among processes to automatically reconcile and cascade changes, establishing a dynamic and unified data model. From this foundation, our platform allows for the reporting dimensions of each financial and operational process to be customized, empowering users to access the insights and data views that are most relevant to their needs while ultimately maintaining alignment to corporate and external reporting standards. In addition, our platform solutions are enhanced by sophisticated native machine learning and generative and agentic AI technologies for Finance, built on our core tenets of auditability, transparency and repeatability. Our AI-powered solutions, including predictive planning and analytics, guided workflows and data retrieval, among others, enable enhanced productivity and more accurate forec”

10-KFiled 2026-02-26

OneStream Digital Finance Cloud incorporates native quantitative, generative and agentic AI capabilities.

“Designed to modernize the Office of the CFO, the Digital Finance Cloud enables an enterprise-wide approach to unifying financial and operational data and business processes to give business leaders comprehensive visibility, increase business agility, eliminate departmental silos and enhance cross-functional collaboration. Our platform unifies and optimizes data and processes across the entire organization and incorporates native quantitative, generative and agentic AI capabilities. We will continue to develop new solutions that allow customers to derive even more value and expand their use cases powered by our platform.”