OneStream MCP and AI for Finance: A Peer Workshop
Time: 11:00 AM - 12:00 PM CT
Finance and technology teams are working through practical questions about AI: Which finance tasks are good candidates for agents? When is an agent the right fit, and when might a simpler tool work better? How can AI platforms interact with OneStream data while respecting existing security and governance?
Join Spaulding Ridge experts and your peers for a facilitated workshop featuring short demonstrations, practical discussion, and time for Q&A. We’ll explore finance use cases and the technical decisions involved, including what it takes to get ready and where organizations are in adopting enterprise AI platforms.
Topics we’ll explore
- Choosing the right finance use cases: Where agents may help with close, reconciliation, variance analysis, forecasting, and other finance work, and how to decide when an agent is appropriate.
- Designing custom finance agents: How to define a focused task, connect relevant data and tools, set boundaries, and keep people involved when review or approval is needed.
- Understanding MCP: How MCP differs from an API and what it may mean for connecting OneStream with an enterprise AI platform.
- Security and governance: How identity, roles, permissions, sensitive financial data, and auditability factor into AI interactions with OneStream.
- Readiness and experience: What organizations should consider as they adopt an enterprise AI platform and evaluate AI for finance.
Bring your questions, use cases, and lessons learned. This workshop is designed to make space for candid peer discussion and shared problem-solving.