Finances under control
OneB Finance helps business owners see the real financial state, control money and make decisions based on numbers.
Automation
VAT accounting
7 days without limits, then — according to the pricing plan.
Management reports your business relies on
Shows the real profitability of the business. You see net profit, accrued income and expenses regardless of actual cash flow.
The foundation of your capital. Shows what the business owns (assets), who it owes (liabilities), and how much money really belongs to the owner.
Key metrics for determining business health. ROI, break-even point, and return on investment analysis.
Professional management tools
A service that grows with your scale. From cash register to complex investment models.
- Not just a plan, but a development strategy
Smart Budgeting
OneB Finance allows you to create complex planning models for various purposes.
Income and Expense Budget (P&L)Plan operational efficiency and net profit.- Cash Flow Budget (CFB)Avoid cash gaps by controlling account balances.
- Investment BudgetsCalculate the payback of new directions or equipment purchases.
- Know which project brings money and which brings losses
Project Accounting
Ideal for service companies, agencies, and construction businesses.
- Project LTV and CACAnalyze acquisition cost and customer lifetime value.
- Allocation of Indirect CostsAutomatically divide rent and salaries between projects.
- Plan/Fact ComparisonInstantly see deviations from the initial estimate.
- Decisions based on your business Big Data
Deep Analytics
The system automatically groups data to find growth points.
- ABC/XYZ AnalysisIdentify the most profitable products and stable customers.
- Accounts Receivable AnalysisAutomatic debt reminders and payment forecasting.
- Consolidation of Company GroupsConsolidate data from several legal entities into one management report.
Integration with OneB Invoice
Your financial accounting and invoicing are now in one system. Forget about copying data and discrepancies in reports.
Unified contractor database
All clients and suppliers are synchronized between services.
Invoice payment accounting
Paid invoices are automatically recorded in Finance.
Automatic connection
Payments in Finance automatically close acts in Invoice
Financial control for your industry
Online trade
Profitability of orders and marketing costs.
IT and Freelance
Control over projects and clients marginality.
Production
Cost accounting, stocks and VAT.
Construction
Financial accounting by objects and stages.
Logistics
Route and maintenance costs.
Services and Agencies
Transparent marginality for each client.
ARTIFICIAL INTELLIGENCE
OneB Finance AI — your personal assistant for financial tracking
Track expenses and income in one place, get AI-powered tips, analytics, and automated reports.
7 days without limitations, after that — according to the tariff plan.
Work with OneB right inside Claude and ChatGPT
Connect OneB to your AI assistant and manage documents and finances in plain language — no switching between tabs.
Try for free
OneB Finance · cash flow reportIncome — $18,430, expenses — $12,190. The largest expense is office rent.
Cash flow · September
Net cash flow
+$6,240
Reply to Claude…
OneB One sentence, done
Transactions, payments and categories — the AI finds the account and counterparty itself.
Reports on request
Cash flow, P&L, client debts and top sales — right in the chat.
Secure access
Sign in with your OneB account. The AI only sees the workspace you grant access to.
How to connect
https://mcp.oneb.ai/finance- 1Open Claude → Customize → Connectors, click + → Add custom connector.
- 2Enter a name (e.g. “OneB Finance”) and paste the server address above. Leave the advanced OAuth settings empty.
- 3Click Add, then Connect.
- 4Sign in to your OneB account and allow access.
- 5In a chat: + → Connectors → turn OneB on.
Claude Team / Enterprise: the organization owner adds the connector in Organization settings → Connectors; members just click Connect.
Step-by-step guide →Questions and Answers
We will try to answer briefly the most popular questions about our service
Choose a pricing plan
A thirty-day trial period without limitations, then according to the tariff plan.
Your data is securely protected on the Google Cloud cloud platform, and all information is stored in accordance with international information protection standards such as ISO 27001 and ISO 27701.
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