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OneSchema for Forensic Accounting & Financial Risk Advising

Automate forensic accounting and financial risk data with AI agents

OneSchema's AI agents for data operations automatically ingest, normalize, and validate produced records, ERP exports, and bank-level data into a single audit-ready evidentiary layer — so damages models hold up, engagements ship faster, and every number traces back to its source.

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Our Platform

Automation for both your customer and your services team

File feed imports with status
For Operations
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FileFeeds AI

Empower your operations team to build complex data pipelines with mappings, joins, PDF extraction, and transformations all just by chatting with AI. No coding or brittle SQL required.
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File feed imports with status
For SELF-Serve Customers
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Embeddable Importer

Launch one-click CSV import in minutes with a single line of code. Our powerful library of 50+ no-code validations and transformations can handle your customers’ messiest spreadsheets.
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Automated data pipelines for every matter

Replace the sprawl of Excel reconciliations and one-off scripts with automated, agent-driven data pipelines. AI agents continuously ingest ERP exports, bank statements, AP/AR registers, payroll detail, and contract data — and deliver canonical codes for accounts, counterparties, and transaction types straight into your damages model or workpapers.

Lineage and defensibility built in

Every number in your expert report traces back to a source document. Date, currency, and account-code validation runs before anything posts to the model. SOC 2, role-based access, AES-256 encryption, and configurable retention are built in — so discovery production turns into a clean, defensible data layer in days, not months, with reusable mappings across matters and supplemental waves.

Built for the systems opposing parties actually produce from

AI agents handle native exports from QuickBooks, NetSuite, SAP, Oracle, Sage, and Xero, plus PDF statements, scanned invoices, and contract attachments delivered via SFTP, SharePoint, S3, secure data rooms, or email production. Every file type — general ledger, journal entries, bank statements, wire records, payroll detail, trial balances, tax filings — auto-mapped to your evidentiary data model.
THE ONESCHEMA DIFFERENCE

Easy to set up, easier to use

Features like intelligent mapping and 1-click bulk data correction make importing clean customer data easier than ever. With 50+ options to customize, say goodbye to “import error on line 53” and endless email chains with your support team.
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Auto-fix errors
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Intelligent mapping
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Guided import experience
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Performant at scale
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Custom validation with webhooks
Reviews featured on g2
“Solving data issues for my company and clients was my top priority and OneSchema has all the answers.”
“OneSchema is very easy to embed within your own software and has saved thousands of hours of work. Solving data issues for my company and clients was my top priority and OneSchema has all the answers."
"OneSchema definitely seems like the way of the future when it comes to importing data. It is user friendly and the way it highlights errors for data ingestion correction is extremely useful. Our current import process is not user friendly, old and clunky. I would like for all projects here at Huron to start using OneSchema.”
Security and compliance

You're in good hands

Data retention policy

Configurable data retention policies, default 7 days and programmatically deletable via API.

Data at rest is encrypted with AES-256 bit bank level encryption and TLS v1.2 is used while data is in transit.

Enterprise-ready compliance

OneSchema is SOC 2 Type 2, SOC 3, GDPR, CCPA and HIPAA compliant with data stored in US data centers.

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Flexible hosting

US, EU, CA, and AU region hosting or self hosted deployments based on AWS, GCP, and Azure.

Role based access control

With fine grained access controls, only authorized users can view your schemas and import data.