Key Takeaways:

  • Tom Shea, president and CEO of enterprise software company OneStream, told CFO Dive that the company will continue to build and optimize AI solutions to help CFOs solve "certainty" rather than "subjectivity" problems. This follows the company's strong second-quarter 2025 results, with revenue up 26% year over year,and free cash flow up 281% year over year.。
  • Birmingham, Michigan-based OneStream's Q2 results showed that "customers recognize our platform for meeting both core finance capabilities for the CFO and providing operational and AI capabilities, and this path is resonating with CFOs," Shea said in an interview. The company remains focused on developing AI solutions that provide finance leaders with transparent, trusted data rather than generating summaries or theories that require human interpretation.
  • "We understand that for AI to deliver real value to CFOs—when they are seeking fact-based, certain solutions—we must provide both trust and transparency, otherwise it won't be adopted," he said.

Deep Dive:

For the quarter ended June 30, OneStream reported total revenue of $147.6 million,and free cash flow of $29.4 million, compared with $7.7 million in the same period last year. Net income reached $1.6 million, compared with an operating loss of $8.7 million in the prior-year period. Results were released Thursday.

Shea emphasized during Friday's Q2 earnings call that OneStream's push to build "certainty" AI tools comes as the CFO role continues to evolve. As CFOs take on more strategic and operational responsibilities, they are also examining how AI and similar technologies can best be utilized within the finance function.

"After decades of using outdated legacy financial systems, CFOs are realizing they need a platform that provides a single view of enterprise financial and operational data to effectively steer the business," Shea said on the call (according to a transcript), noting this is a key business driver for OneStream.

Shea told CFO Dive the company aims to sustain its Q2 growth momentum into the second half of the year, with an eye toward further enhancing profitability and cash flow. According to the earnings report, OneStream's fiscal 2025 revenue target is $586 million to $590 million, with net earnings per share of $0.07 to $0.15.

While advancing that guidance, the company continues to add new AI solutions to its "SensibleAI" product suite, such as the SensibleAI Forecast tool, which helps finance leaders with scenario modeling and risk identification. In May, the company announced it wouldintroduce agentic AI tools, including a "deep analysis agent," to help finance leaders tackle complex problems (as previously reported by CFO Dive). Shea said these agents are currently in private preview and will be generally released within the next six months.

"We are validating that customers can get transparent, trusted responses," Shea said of OneStream's agentic AI solutions.

OneStream is one of several software vendors developing agentic AI solutions as finance leaders weigh the potential value of such tools. A recent Salesforce study found that, on average,CFOs allocate 25% of their current AI budgets to agents(as previously reported by CFO Dive), and Salesforce CEO Marc Benioff has also announced plans to deploy 1 billion such agents by year-end.

While advancing its agentic AI initiatives, OneStream is also assessing the potential impact of current macroeconomic trends on its future strategy. The company remains optimistic about growth prospects, but is also "balancing" that optimism with "some short-term prudence around the federal government," Shea said, noting the company has a significant presence in the federal government sector.

OneStream received Federal Risk and Authorization Management Program (FedRAMP)High authorization statusin March, a certification that makes it available to federal agencies, which "require the highest level of security for the government's most sensitive unclassified data in cloud environments," according to a press release at the time.

"On the Q2 earnings call, we indicated there is some short-term uncertainty in federal procurement patterns, but we are optimistic about the long-term opportunity," Shea said.