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    Platform · The architecture

    One system.Three layers.

    These aren't three products: they're three layers of the same system. Data comes in from below, OnePlan turns it into a model with Aurora inside, AI Workforce works on it and Boardroom brings people together to decide.

    Book a demoSee the blueprint

    OnePlan with Aurora is available. AI Workforce and Boardroom are in early access.

    The blueprint

    Data comes in from below. Decisions come out on top.

    Key

    1. 03BoardroomEarly access
    2. 02AI WorkforceEarly access
    3. 01OnePlan + AuroraThe foundationAvailable
    4. 00Your systems

    Control loop

    03 · Decision

    Boardroom

    Early access

    You decide with it.

    People and specialised perspectives decide with the work already prepared, and close with minutes and actions.

    1. Who decides
    2. Perspectives
    3. Evidence
    4. Decision
    5. Actions
    Discover Boardroom

    From work to decision.Reconciliations, analysis and evidence, already prepared

    02 · Work

    AI Workforce

    Early access

    You delegate.

    Named agents carry out operational tasks and workflows on the model, with the autonomy the owner sets.

    Discover AI Workforce

    Agents

    • Close Agent
    • Variance Agent
    • Cash Agent
    • Collections Agent
    • Compliance Agent

    Autonomy per agent

    1. L1Observes
    2. L2Analyses
    3. L3Recommends
    4. L4Executes with your approval
    5. L5Executes within your limits

    From model to work.Tasks on the model, within your rules

    01 · Model

    OnePlan

    Available

    You build the model.

    One version of the numbers for the whole company.

    Explore OnePlan

    What lives in the model

    • Budget
    • Actuals
    • Forecast
    • Scenarios
    • Consolidation
    • Headcount
    • Close
    • Reporting

    AuroraThe AI inside the model

    You ask.

    It understands the model, explains what happened and proposes the next step. What it writes, you approve.

    Meet Aurora

    From data to model.Imports with every row validated

    00 · Source

    Your systems

    • ERP
    • CRM
    • HR
    • Excel and CSV

    They remain the source. You import your spreadsheets and OnePlan validates every row.

    See integrations
    OnePlan · System architectureSheet 01Read from the bottom up

    The specification

    What goes in, what comes out and who decides in each layer.

    01

    OnePlan + Aurora

    Available
    Works with
    Your systems and your Excel and CSV files.
    Produces
    One version of the numbers. Explanations, narratives and formulas from Aurora.
    Who is in control
    You approve what Aurora writes.

    02

    AI Workforce

    Early access
    Works with
    The OnePlan model and the people on your team.
    Produces
    Work done: reconciliations, collection reminders, follow-ups and alerts by email, Slack or Teams.
    Who is in control
    The owner sets each agent's autonomy, from L1 to L5.

    03

    Boardroom

    Early access
    Works with
    The model and the work already prepared.
    Produces
    A debate, a decision and minutes with next steps.
    Who is in control
    People decide. Agents make the case.

    The control loop

    One control loop for all three layers.

    AI doesn't bypass your financial controls. It works within them, in every layer of the system.

    1. AI proposes.

      Layers 01 · 02

      • AvailableAurora proposes formulas, narratives and explanations on your model.
      • Early accessAI Workforce agents propose and execute what you delegate.

    2. The system validates.

      Layers 01

      • AvailablePer-person permissions and closed periods: the AI reads and writes under the same rules as your team.

    3. People approve.

      Layers 01 · 02 · 03

      • AvailableWhat Aurora writes is applied only with your approval.
      • Early accessPer-agent autonomy, from L1 to L5, set by the owner. In Boardroom, people decide.

    4. The action is recorded.

      Layers 01 · 02

      • AvailableModel approvals with a justification and a record of who approved what.
      • Early accessA record of every agent run.

    And back to the start

    Security and AI governance

    Index

    Each layer, in detail.

    1. 01OnePlanThe model: tables, scenarios, versions, periods and approvals.
    2. 01·AAuroraThe intelligence of the model: you ask, it explains and proposes.
    3. 02AI WorkforceEarly accessDelegated work: agents, tasks and autonomy.
    4. 03BoardroomEarly accessThe decision: perspectives, evidence, minutes and actions.
    5. 00IntegrationsWhere your data enters the model.
    6. CLSecurity and AI governanceThe rules of the control loop.

    A financial system that doesn't just report on the business. It works on it.

    A 30-minute conversation about your systems, your model and the work you could delegate.

    Book a demo