Onetribe for Finance

Ask your numbers a question

Ask your numbers a question and get an answer, in plain language, from the same governed model your reports run on. Read-only, secured, on the AI tools you already use.

This is the AI layer of the platform. Not a chatbot bolted onto a dashboard — a set of tailored workflows that know your data model, your definitions, and your business, and get more tailored the more you run on it.

From general to yours

Onetribe for Finance is the starting point. Finance workflows that work out of the box on the governed layer — ask for a number, a variance, a trend, a reconciliation, and get it back in seconds.

Onetribe for your company is where it goes. As we tune the workflows to how your business actually works — your terminology, your reporting structure, your recurring questions — the general finance assistant becomes yours. The same platform, delivering AI workflows built around your needs rather than a generic template. The higher your engagement, the deeper the tailoring.

On Claude and Copilot

The AI layer runs on the tools your team already has. Ask in Claude or in Microsoft Copilot — the answers come from the same governed model either way. We meet your team where they already work instead of asking them to learn another interface.

Under the surface it connects through a tailored MCP layer — a secured, read-only bridge between the AI tool and your governed data. The model reads your reconciled numbers. It does not touch your source systems.

What it does

• Answers — your numbers in plain language, traceable back to the report and the transaction.
• Monitors — workflows that watch for the things you care about and reach out when they happen.
• Forecasts — projections built from your observed drivers, versioned and audit-ready.
• Automates — recurring finance tasks handled as workflows, not manual routines.

Governed by design

The AI layer only works because the data under it is governed. That is also what keeps it safe.

• Read-only by default — it reads your model; it does not write to your systems.
• You approve any change — nothing is altered without your finance team.
• Your data stays in your environment — the layer lives where your data already is.
• Human in the loop — the AI drafts and answers; your team decides.

AI on ungoverned data produces confident-sounding nonsense. AI on a reconciled, governed model produces answers you can take to the board. The difference is the layer underneath — and that is the part we build.