Multiple Tools, ONE Workflow

Data-Driven Investment Copilot 🗃️

The infrastructure to break down any public company, through one optimized research workflow.

software dashboard image
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How it works

From instruction to completed workflow.

From a plain-language brief to a finished result, agents plan the steps, run them across your tools, and report back on every task.

Describe the workflow

Connect your tools

Review before action

Track every run

Describe the workflow

Tell the agent what you need in plain language the task, the steps involved, and when it should run. No scripts or flowcharts, just the outcome you want.

Connect your tools

Give agents secure access to the apps, documents, and data they rely on. Connect your CRM, inbox, and files once, then reuse them across every workflow.

Review before action

Decide how much control you want. Agents pause for approval on sensitive steps, showing exactly what they plan to do before anything is changed or sent.

Track every run

Follow every run from start to finish with full logs and a clear history of what each agent did, when, and why then rerun or adjust in seconds.

Always running

Agents work around the clock, no supervision.

Fully auditable

Every action is logged and easy to review.

Human approval

Pause for sign-off on anything sensitive.

Connected stack

Works with the tools your team already uses.

Introducing our new PRO platform, open to everyone.


Introducing our new PRO platform, open to everyone.


software dashboard image
software dashboard image
software dashboard image

Go beyond fundamentals. Access multiple data source to break down more than 1000+ stock.

Including your favorite:

/tools

Combine Onesheet into anything

Combine Onesheet into anything

Our infrastrucutre interact with unstructure data from various source

Our infrastrucutre interact with unstructure data from various source

Why us?

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Tasks automated

Routine tasks now handled end to end by agents.

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Less manual work

Time saved on repetitive resfuyui

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Faster turnaround

Faster delivery across automated agent workflows.

We turn noise into
conviction.

PRO TOOL FOR FREE.

The workflow made for every investor.

The terminal for the quality investor.

All-in-one platform to analyze stocks + track your assets. Built for long-term investors who care about fundamentals.

support@onesheet.ca

Links

Links

Subscribe to trimestre

Subscribe to our reports and get the latest tips, updates, and insights delivered to your inbox.

© 2026 Onesheet PRO by Onesheet Financial Technology Inc. All rights reserved.

All-in-one platform to analyze stocks + track your assets. Built for long-term investors who care about fundamentals.

support@onesheet.ca

Links

Links

Subscribe to trimestre

Subscribe to our reports and get the latest tips, updates, and insights delivered to your inbox.

© 2026 Onesheet PRO

Onesheet Financial Technology Inc. All rights reserved.

All-in-one platform to analyze stocks + track your assets. Built for long-term investors who care about fundamentals.

support@onesheet.ca

Links

Links

Subscribe to trimestre

Subscribe to our reports and get the latest tips, updates, and insights delivered to your inbox.

© 2026 Onesheet PRO by Onesheet Financial Technology Inc. All rights reserved.