OneSchema for Financial Services
Automate finance & accounting integration
Financial services companies achieve 2x faster onboarding and 10x implementation efficiency with OneSchema.
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OneSchema delivered a lot of value. We’ve seen increased adoption of these bulk invite or bulk upload flows. And it's also allowed us to iterate more quickly on building new bulk upload flows throughout the platform. One of these was bulk importing bills into our Bill Pay product. We were able to build in the matter of days when usually something like this might take weeks.

2x
faster onboarding
10x
improved implementation efficiency
5x
reduction in import failure rates
Built specifically with Financial Services data in mind
Client services and implementation teams often spend extensive time guiding users through bulk uploads and resolving issues via back-and-forth communication. OneSchema’s spreadsheet automation platform integrates easily into existing APIs and data sources while removing data engineering and dev resources as a bottleneck.

Implement customers 10x faster
Coordination across multiple stakeholders delays onboarding, with unclear field definitions and reliance on email communication further complicating workflows. These inefficiencies lead to long onboarding times spanning months, while limit scalability for handling diverse accounting tools (e.g NetSuite and QuickBooks) and complex ERP systems. By enabling customer-facing self-serve imports and automating internal workflows around spreadsheet validation and mapping, OneSchema empowers teams to onboard customers in days not months.

See where customers drop off, and why
Migrations from other platforms require creating complex, platform-specific mapping templates. Replace your one-off ETL scripts and Excel macros with the unified, observable OneSchema platform. Our Analytics Suite empowers you to fix the key areas preventing your customers from getting to the value of your product.

USE CASES
A guided import experience for every Financial Services file type

Bills

Vendors

Accounts

Renewals
Inventory

Reimbursements
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.
Auto-fix errors
Intelligent mapping
Guided import experience
Performant at scale
Custom validation with webhooks
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.
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.
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.