Skip to content
SPECIFICTION
Get listed

OnePlan

oneplan.tech

Free trial WebAPISelf-hosted
Visit oneplan.tech
Spec score 8.2 #13 of 91 in Financial Planning & Analysis Software

What it is

OnePlan is an FP&A platform for automating budgets, forecasts, and reports. It combines budgeting, forecasting, scenario modeling, variance analysis, workforce planning, and financial consolidation for SMEs and mid-market companies. Reporting includes custom dashboards, scheduled distribution, drill-downs, report generation, and PowerPoint or PDF exports. Teams can create and compare unlimited what-if scenarios, assess impacts, and retain scenario versions. Close management includes checklists, task tracking, status views, historical analytics, and an audit trail. Headcount tools cover position budgets, compensation, benefits and tax calculations, HRIS integration, and hiring-plan tracking. OnePlan lists more than 200 pre-built integrations, RESTful API access, webhooks, a connector builder, and SSO/SAML 2.0. Its platform page states SOC 2 Type II certification, ISO 27001 compliance, GDPR readiness, AES-256 encryption, and role-based access control. Plans are paid, with pricing on request; a free trial is available. Starter supports up to three users and three scenarios, Growth up to 10 users and unlimited scenarios, and Enterprise unlimited users and scenarios. All plans include onboarding, training, and dedicated support.

Spec sheet

Purpose
OnePlan is an FP&A platform for automating budgets, forecasts, and reports.Read 9 Oct 2026 · oneplan.tech
Audience
OnePlan describes its product as a financial operating system for SMEs and mid-market companies.Read 9 Oct 2026 · oneplan.tech
Free plan
NoRead 21 Sep 2026 · oneplan.tech
Security
The platform page states SOC 2 Type II certification, ISO 27001 compliance, GDPR readiness, AES-256 encryption at rest and in transit, and role-based access control.Read 9 Oct 2026 · oneplan.tech
Support
All plans include onboarding, training, and dedicated support; the listed support options vary by plan.Read 9 Oct 2026 · oneplan.tech
Budgeting
It supports collaborative budget building, approval workflows, smart templates, and real-time consolidation.Read 9 Oct 2026 · oneplan.tech
Close management
Close management includes automated checklists, task tracking, a status dashboard, historical analytics, and an audit trail.Read 9 Oct 2026 · oneplan.tech
Financial consolidation
YesRead 21 Sep 2026 · oneplan.tech
Forecasting
It offers rolling 12-month forecasts, AI-powered predictions, live ERP data connections, and driver-based modeling.Read 9 Oct 2026 · oneplan.tech
Free trial
The OnePlan homepage offers a free trial, but does not state its duration there.Read 9 Oct 2026 · oneplan.tech
Headcount planning
Headcount planning includes position budgets, compensation modeling, benefits and tax calculations, HRIS integration, and hiring-plan tracking.Read 9 Oct 2026 · oneplan.tech
Integrations and API
OnePlan states that it has 200+ pre-built integrations, RESTful API access, SSO/SAML 2.0, webhooks, and a custom connector builder.Read 9 Oct 2026 · oneplan.tech
Plan limits
Starter includes up to 3 users and 3 scenarios; Growth includes up to 10 users and unlimited scenarios; Enterprise includes unlimited users and scenarios.Read 9 Oct 2026 · oneplan.tech
Reporting
The platform offers report generation, custom dashboards, scheduled distribution, drill-downs, and PowerPoint or PDF exports.Read 9 Oct 2026 · oneplan.tech
Scenario modeling
YesRead 21 Sep 2026 · oneplan.tech
Scenario planning
OnePlan supports unlimited what-if scenarios, side-by-side comparisons, impact analysis, and scenario versioning.Read 9 Oct 2026 · oneplan.tech
Variance analysis
YesRead 21 Sep 2026 · oneplan.tech
Workforce planning
YesRead 21 Sep 2026 · oneplan.tech

Plans and prices

Enterprise Priced on request Unlimited users · Multi-entity · Custom integrations · Aurora AI Pro · Dedicated CSM · Custom AI training · Guaranteed SLA · On-premise option Read 9 Oct 2026 · oneplan.tech
Growth Priced on request Up to 10 users · Advanced budgeting · Aurora AI · Integrations · Custom reports · Priority support · API access Read 9 Oct 2026 · oneplan.tech
Starter Priced on request Up to 3 users · Basic FP&A · Basic budgeting · Standard reports · Email support Read 9 Oct 2026 · oneplan.tech

Every OnePlan plan and price →

Strong points and limits

Strong points

  • Unlimited what-if scenarios on Growth and Enterprise
  • Reports export to PowerPoint or PDF
  • More than 200 pre-built integrations
  • Includes onboarding, training, and dedicated support

Limits

  • No free plan
  • Pricing is available on request
  • Starter is limited to three users and scenarios

Who it suits

OnePlan suits SME and mid-market finance teams that need budgeting, forecasting, scenario analysis, workforce planning, and financial consolidation. Its API, integrations, and self-hosted option may also fit teams with specific deployment or connection needs.

Verdict

OnePlan covers core FP&A work alongside close and headcount planning. Buyers will need to request pricing, and Starter has defined user and scenario caps.

Where Specifiction places it

Alternatives to OnePlanAll alternatives →