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01 · The Onetribe platform

One governed platform built around your data.

Onetribe connects your systems into a single governed model — so your numbers reconcile, make sense, and tell you what to fix. That's why clients choose us, at whatever scale you run.

A What you get

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.

B The governed stack
Onetribe for Finance Reports, monitoring, forecasting — delivered for you.
MCP Conversational access — Claude / Copilot, secured and read-only.
Power BI Semantic model — measures and logic.
SQL Core governed data — one model, every entity.
C Your data sources
ERP Accounting E-commerce Bank feeds Other
Read-only by default You approve any change Your data stays in your environment
02 · Component by component

The platform, piece by piece.

The same stack, packaged as the three things you actually use — the reporting suite, the AI layer, and the context that makes both yours.

1

Onetribe BI — 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.

170+ report pages · 12 modules · Power BI

Microsoft Azure Azure Azure SQL Azure SQL Power BI Power BI

Fully on Azure — the enterprise environment and tools you already understand, connected through Entra IDs you control.

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Onetribe BI Demo · KPI overview Power BI
Onetribe BI — KPI overview
2

Onetribe AI — Agents 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.

Claude & Copilot · answers, monitoring, forecasting

Claude Microsoft Copilot Copilot

Claude and Microsoft Copilot — with a full set of predefined, best-practice reports and agents, grounded in your governed model.

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Onetribe AI Group · briefing Claude · Copilot
EBITDA doubled — why is cash still negative?
ONEBIheadline insight

Growth is eating the cash: working capital is up 34% on revenue growth of 38% — the profit is real, but it sits in receivables and stock.

EBITDA margin is 19% against 13% last year. Cash bridge flagged for the board pack.

€4,383kRevenue 36%Margin −€2,941kCash
3

Forecast — planning and projections

Planning as derivation, not data entry — projections built from your governed actuals and your business context, where every line carries the assumption that produced it and nothing is ever overwritten.

Derived from your actuals and your context · every line carries its basis

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Exhibit One history, three futures
ACTUALSDERIVEDUpsidesecond site opens Q3Baseprice held to AprilDownsidesecond site slipsJFMAMJJASOND
Demo Company — monthly revenue. Each scenario differs from the base only by the assumptions changed; nothing is rebuilt by hand.
4

Your business context

Your business context 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.

Set at onboarding · compounds with every refinement

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Onetribe Your business context

What makes it yours

  • Your definitions and targets
  • Your terminology and structure
  • Your business-type rules

Set at onboarding, and grows every time you refine something — so answers get sharper with use.

5

The forward-deployed controller

The platform answers how. The forward-deployed controller answers who — an experienced controller deployed into your finance function, working on our platform, with our team behind them. Remote, on-site when needed. From €3,500 a month, platform included.

A named person on your numbers · remote, on-site when needed

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Onetribe · The forward-deployed controller

The rules, the scope, the scale.

The rules

A named person — not a rotating pool

Our team and the governed platform behind them

Remote — on-site when needed

The scope

Monthly procedures

Planning & projections

Oversight

The AI & BI layer

Not in scope: accounting close · statutory reporting · tax

The scale

A set share of their week — every week

From €3,500 a month — Business package included

One tier, platform included. Continuity by architecture — a team behind the person.

03 · Tailored, not templated

Every component adapts to how you operate.

Configured to your business at onboarding — your structures, your definitions, your language — and refined with every cycle after.

A manufacturer measures margin after freight

So that is how the model calculates it. The definition is encoded once — and every report, alert and AI answer uses it.

An e-commerce group thinks in channels

So the sales module speaks channels — profitability, returns and pacing broken down the way the business actually runs.

Your team asks in its own terminology

So the AI layer answers in it — your account names, your cost centres, your language. That is what the context layer is for.

More detail Full methodology, system connections, and background for those who want to go deeper

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.

04 · Get started

See it on your own numbers

We start with a diagnostic — mapping your current state against the governed layer and showing where the platform pays for itself.

Discuss your situation Explore use cases