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IMS actions and 2B reconciliation now sit side by side. New: IMS and 2B together. See the monthSee it

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For groups and large firms

Many Entities, One Workspace, Your Controls

Single sign-on through your identity provider, an IP allow-list, custom roles across many entities, an API and webhooks, and support access only in sessions you approve. For multi-entity groups and large firms with an IT team.

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Workspace security

Enterprise workspace

  • Single sign-on

    SAML · your identity provider

    Enforced

  • Second factor

    Passkey or authenticator app

    Required

  • IP allow-list

    3 office networks

    On

  • Custom roles

    7 roles across 24 entities

    Edited 2 Oct

  • Support access

    Only in sessions you approve

    None active
Every change here is written to the audit trail with who made it and why.
01

01 · What changes

Control Without Slowing the Work

What IT and finance teams ask for, and how it is handled.

  1. 01

    TodayShared logins for a compliance tool

    Every person signs in through your identity provider, with a passkey or second factor

  2. 02

    TodayAccess granted entity by entity, by email

    Custom roles decide who sees which entities and what they can approve

  3. 03

    TodayVendors with silent access to your data

    Our support sees your data only in a time-boxed session you approve and can watch

  4. 04

    TodayNumbers copied into the ERP by hand

    An API and webhooks move data both ways, with keys you control

02

02 · Every seat

The People an Enterprise Rollout Involves

Each gets what their job needs, and no more.

  • Owns the numbers

    Group CFO

    • Every entity in one view
    • Approvals by policy
    • Close status across the group

  • Runs an entity

    Entity controller

    • Only their entities
    • Maker-checker on filings
    • Period locks with reasons

  • Sets the controls

    IT and security

    • SSO and IP allow-list
    • API keys and webhooks
    • An audit trail of every change

  • Reviews

    External auditor

    • A guest seat, read-only
    • The edit log and vouchers
    • Nothing they can change
03

03 · The modules that matter

Where You Will Spend Your Day

The parts of OneTrails this kind of team uses most. Each one shares the same clients, books and calendar.

04

04 · Plans that fit

Enterprise Terms, Set With You

Enterprise includes SSO, the IP allow-list, webhooks and custom limits. Scale can add SSO and the allow-list as an add-on.

  • Scale

    Price on request

    Staff seats
    30
    Active entities
    1,000

  • Enterprise

    Price on request

    Staff seats
    Custom
    Active entities
    Custom
Compare every plan

Questions

Questions From Enterprise

Anything else, ask in the demo with the product open.

  • Which identity providers work with SSO?

    Any provider that speaks SAML 2.0 or OpenID Connect. We set it up with your IT team during onboarding.

  • Can our support vendor see our data?

    Our support team sees your data only in a time-boxed, read-only session that your workspace approves, and every screen they open is recorded.

  • Is there an API?

    Yes. A REST API with keys, and webhooks on Scale and Enterprise. The developer documentation is public.

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A Demo Built Around Your Group.

Tell us how you work today. We show the same month in OneTrails, with your kind of clients and your approval steps.

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