Platform
Platform
One governed platform built around your data — a curated data layer, a Power BI reporting suite, a tailored AI layer, and a client context that gets sharper the longer you use it.
Built on your data, in your environment, with a human in the loop and your finance team in control.
Four surfaces, one source beneath them all
Ask
Your numbers in plain language, in real time. In your language, not a query builder.
Report
A governed, branded report suite that is always current. No overnight assembly.
Monitor
Alerts that reach you, instead of a dashboard you have to remember to open.
Forecast
Audit-ready, versioned projections you can trace back to the number.
Each part sits on the one below it
Governed data layer
We connect your source systems — ERP, accounting, e-commerce, bank feeds — and load them through managed pipelines into one standardised model. Every account mapped, every entity reconciled, one definition per metric. The layer AI tools cannot build for you and cannot work without.
Reporting and BI
A Power BI semantic model carries the measures and logic, feeding a suite of 170+ report pages across a dozen functional modules — finance, sales, inventory, projects and more. Start with the finance core, switch on the modules you need.
The AI layer — Onetribe for Finance
A tailored set of AI workflows that read your governed model and answer in plain language, on Claude and Copilot, read-only and secured. It starts as Onetribe for Finance and becomes Onetribe for your company.
Your context layer
The part that makes it yours — your definitions, targets, terminology and business rules. Set at onboarding, and it grows every time you refine something. The answers get sharper the longer you use it.
Explore the platform
Reporting Suite
A Power BI reporting suite of 170+ report pages across a dozen functional modules — finance core plus optional modules for sales, inventory, projects, e-commerce, SaaS and more. Every report reads from one governed model.
Onetribe for Finance
A tailored AI layer over your governed data — plain-language answers, monitoring and forecasting workflows on Claude and Copilot. Starts as Onetribe for Finance, becomes Onetribe for your company.
Your Context Layer
The context layer is what makes the platform yours — your definitions, targets, terminology and business rules. Set at onboarding, it grows every time you refine something, so the platform gets sharper the longer you use it.
In weeks, not months — then in real time
days to consolidate — multi-entity close moves toward real time.
less time on recurring financial reporting after go-live.
mid-market clients running on the Onetribe governed layer.
One platform, four parts
Everything you ask, report, monitor, and forecast draws from the same governed model. Built on your data, in your environment, with a human in the loop and your finance team in control.
A curated data layer underneath. A Power BI reporting suite on top. A tailored AI layer you talk to. And a context that learns your business the longer you run on it. Each part sits on the one below — nothing higher works unless the layer beneath is trustworthy, so we build from the data up.
The platform reads from what you already run — any combination of ERP, accounting systems, e-commerce, and bank feeds — and standardises it into one model, however many entities you have. It is read-only by default: we consume your data, we do not write back to your systems, and nothing changes without your finance team signing off.
The governed layer pays for itself in cycle time. Multi-entity closes that took weeks move toward real time. Recurring reporting that ate finance days runs on schedule without them. A proven process across a portfolio of mid-market finance teams.
Professional services, when you need them
Beyond the platform, we take on tailored professional finance engagements — scoped as projects, independent of any subscription. Business valuation, M&A and financial due diligence, financial modelling, finance function design, and interim support. The same finance judgement that runs the platform, applied to a one-off decision.
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Transform your financial controlling
From reporting foundations to comprehensive managed services, we help finance teams see clearly, decide confidently, and act decisively.
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