Modern data infrastructure for the AI era.
Experts in BI & AI for financial and strategic management.
Works directly with all major accounting systems, such as:
Integrate 90+ additional data sources natively via ADF, or unlimited possibilities via API.
You have access to data, but lack a quick and clear overview?
Most SMEs have data, but reports aren't enough—you need insights, not another dashboard.
A governed data layer that connects your systems — with AI built on top.
Ask questions in plain language on web or mobile. Get analytics grounded in your own verified data.
- Works with your own data.
- Responds in real-time to natural questions.
- Compares your performance to the market, identifies trends.
- Performs health-check in one prompt.
- Gives you overview when you really need it.
No need to guess what to ask. Get verified questions for financial analysis – just click and run.
Flexible pricing for everyone.
All plans include a dedicated finance professional, 24/7 AI analyst, and 90+ accounting system integrations. 12-month minimum commitment, rolling thereafter.
One
For companies ready to automate regular financial reporting
What you get:
- Automated financial statements
- AR/AP ageing analysis
- Built-in AI insights
- 24/7 AI analyst
- One accounting system connection
Growth Most popular
For growing companies automating daily business monitoring
What you get:
- Everything in One
- Product, project and cost centre tracking
- Simple group consolidation
- Variance analysis
- Connect Claude to your data
Portfolio
For multi-entity companies consolidating across systems and currencies
What you get:
- Everything in Growth
- Multiple accounting systems and currencies
- Cross-entity consolidation
- Custom dimensions and parameters
Managed Service
For companies building financial intelligence infrastructure at scale
What you get:
- Everything in Portfolio
- Business projections and forecasting
- Custom development and integrations
- Dedicated analytics team
Which package fits your data and processes?
Book a free consultationWe'll help you choose the right package and show you how CFO Upgrade works with your accounting system.
What do our clients say?
Trusted by over 50 small and medium-sized businesses.
We get a clear overview of sales and inventory in real time. We make decisions based on facts, not estimates.
Igor, CEO
Shooos / Streets
Data quality in our organization has rapidly increased, which improved our strategic decision-making.
Marcel, CEO
TEPEDE
Reporting provides us with online data 'at one click'—competently, quickly and accurately.
Jozef, CEO
IFT
Our inventory management has significantly improved = higher profitability. We immediately see what to reorder and where we have tied up capital.
Štefan, CEO
Knifestock
Clarity and speed of data help our organization make better decisions.
Lucia, CEO
Tatran Publishing
They created reports exactly according to our needs and improved them with best practices from other clients. Our reporting is now truly intelligent.
Mark, COO
Compass Box, UK
Case Studies
20 days of consolidation → real-time. 90% time savings on reporting. Intelligent inventory management.
These aren't promises. These are the results of our clients below.
Latest from the Knowledge Hub
Frameworks, methods, and practical insights for financial controlling and performance management.
Live Consolidation for Mid-Market Groups — Why Monthly Beats Annual
How mid-market groups running multiple ERPs across CEE can move from annual statutory consolidation to live monthly group financials. Infrastructure, not software, is the answer.
Reporting InfrastructureThe Infrastructure Behind Trustworthy Group Numbers
Chart of accounts mapping, currency normalization, intercompany controls, and validation gates — the invisible infrastructure that makes consolidated financials trustworthy.
Data Governance & AI ReadinessThe Validation Playbook: 12 Controls Every Finance Team Should Run
Twelve specific data controls — preventive, detective, and corrective — that mid-market finance teams can deploy to shorten the close and trust their numbers.
CFO Upgrade, powered by Onetribe Advisory
We build financial intelligence infrastructure for SMEs — connecting fragmented ERP systems into a governed data layer with live reporting and AI-powered analytics.
SMEs with £1–20M turnover across the UK and Europe use CFO Upgrade to manage business in real-time and get quality data exactly where it's needed — without an internal data team.
Our services:
- Automated AI analytics - ask in your language
- ERP integration - connection with Pohoda, Money, Helios
- Managed services - outsourcing entire BI function
- CFO Advisory - strategic financial consulting
Frequently asked questions
Here we have prepared answers to the most frequently asked questions.
A governed data layer that connects your ERP systems into a standardized model with live reporting and AI analytics. Your data stays in a secure Azure environment — we build the infrastructure that makes it trustworthy and accessible.
For small and medium-sized companies (£1–20M turnover) from manufacturing, distribution or services that use accounting and ERP systems such as Xero, QuickBooks, Sage, Business Central, SAP Business One and do not have their own data team.
In weeks, not months. We connect your systems, create a standardized model and provide pre-prepared reports. We have a proven process with over 50 clients.
No. We handle the complex integration for you. The platform contains pre-prepared analytical modules and best-practice AI prompts that provide verified answers without the need for programming.
Monthly subscription from £1,250 depending on the number of modules and chosen services. No implementation costs. You start with what you need and grow as needed.
Yes. The platform runs in a secure Azure environment with enterprise standards (Entra ID, encryption, MFA, GDPR and ISO 27001). Your data is better protected than on a local server.
If you have any further questions, write to us at:
support@cfoupgrade.comLet's go!
Transform your financial controlling
From reporting foundations to comprehensive managed services, we help finance teams see clearly, decide confidently, and act decisively.
Book a free consultation