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SPECIFICTION
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OnePlan

oneplan.ai

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Spec score 8.5 #3 of 75 in Financial Forecasting Software

What it is

OnePlan is a cloud platform connecting strategy, resources, financials, and execution. It brings portfolios together to help organizations prioritize work and avoid duplication. Financial planning provides real-time visibility into planned versus actual spending and supports CapEx and OpEx management. Teams can plan capacity, balance workloads, allocate people, and compare portfolio scenarios against goals, budgets, and available staff. OnePlan supports agile, waterfall, and hybrid work planning. Its Sofia GPT assistant helps create plans, summarize reports, answer portfolio questions, and automate tasks. Integrations include Microsoft 365, Dynamics 365, Azure DevOps, Aha!, Asana, Jira, Microsoft Planner, and Microsoft Project. Android and iOS apps include task, timesheet, conversation, and insights access. OnePlan is hosted in Microsoft Azure, with availability in regions including the USA, Canada, Australia, and Amsterdam. It is paid, with a free trial that typically lasts seven days. Basic costs $10 a month billed annually, with a three-user minimum; Professional costs $30 a month billed annually, also with a three-user minimum.

Spec sheet

Purpose
OnePlan is an AI-powered platform connecting strategy, resources, financials and execution.Read 28 Sep 2026 · oneplan.ai
Deployment
cloudRead 22 Sep 2026 · oneplan.ai
Free plan
NoRead 22 Sep 2026 · oneplan.ai
Trial
OnePlan trials typically run for 7 days and can be extended through a OnePlan representative.Read 28 Sep 2026 · support.oneplan.ai
Paid from
10Read 22 Sep 2026 · oneplan.ai
Integrations
OnePlan integrates with Microsoft 365, Dynamics 365, Azure DevOps, Aha!, Asana, Jira, Microsoft Planner and Microsoft Project.Read 28 Sep 2026 · oneplan.ai
Security
OnePlan states that data is encrypted in transit with TLS 1.2, stored credentials are encrypted with Azure Key Vault, and API keys or token methods are used where supported.Read 28 Sep 2026 · support.oneplan.ai
Headquarters
United StatesRead 28 Sep 2026 · oneplan.ai
Founded
2016Read 28 Sep 2026 · oneplan.ai
Company
OnePlan says it was founded in 2016, is headquartered in the United States and serves over 500 customers across 18 countries.Read 28 Sep 2026 · oneplan.ai
Accounting integrations
YesRead 22 Sep 2026 · oneplan.ai
Actual vs budget
YesRead 22 Sep 2026 · oneplan.ai
AI assistant
Sofia GPT helps create plans, summarize reports, answer portfolio questions and automate tasks.Read 28 Sep 2026 · oneplan.ai
Approval workflows
YesRead 22 Sep 2026 · oneplan.ai
Financial planning
OnePlan provides real-time visibility into planned versus actual spending and supports CapEx and OpEx management.Read 28 Sep 2026 · oneplan.ai
Hosting
OnePlan is hosted in Microsoft Azure, with availability in regions including the USA, Canada, Australia and Amsterdam.Read 28 Sep 2026 · support.oneplan.ai
Mobile app
The OnePlan mobile app supports Android and Apple iOS and includes task, timesheet, conversation and insights access.Read 28 Sep 2026 · support.oneplan.ai
Monitoring and compliance
OnePlan says its services are monitored 24/7/365 and Azure compliance includes ISO 27001, HIPAA, FedRAMP, SOC 1 and SOC 2.Read 28 Sep 2026 · support.oneplan.ai
Portfolio management
OnePlan brings portfolios together so organizations can prioritize work, avoid duplication and make business decisions.Read 28 Sep 2026 · oneplan.ai
Resource management
OnePlan helps teams plan capacity, balance workloads and allocate people to work.Read 28 Sep 2026 · oneplan.ai
Scenario modeling
OnePlan compares portfolio scenarios based on goals, budget and available people.Read 28 Sep 2026 · oneplan.ai
Scenario planning
YesRead 22 Sep 2026 · oneplan.ai
Work methods
OnePlan supports agile, waterfall and hybrid work planning.Read 28 Sep 2026 · oneplan.ai

Plans and prices

Basic $10 a month billed annually 3+ users Read 22 Sep 2026 · oneplan.ai
Professional $30 a month billed annually 3+ users Read 22 Sep 2026 · oneplan.ai
Basic $120 a year $120.00 per user per year (= $10.00 per user/month, billed annually) 5+ users Read 28 Sep 2026 · oneplan.ai
Innovation Portal Priced on request per platform contact sales Read 28 Sep 2026 · oneplan.ai
Enterprise Priced on request contact us for a quote 5+ users Read 28 Sep 2026 · oneplan.ai

Every OnePlan plan and price →

Strong points and limits

Strong points

  • Compares portfolio scenarios against goals, budgets, and staff.
  • Tracks planned versus actual spending in real time.
  • Supports agile, waterfall, and hybrid planning.
  • Integrates with Microsoft, Jira, Asana, and other listed tools.
  • Android and iOS apps provide task and timesheet access.

Limits

  • No free plan is listed.
  • Basic requires at least three users.
  • Professional requires at least three users.
  • Basic costs $10 a month billed annually.

Who it suits

OnePlan suits organizations coordinating portfolios, budgets, staffing, and execution across agile, waterfall, or hybrid work. Its mobile apps may suit team members who need access to tasks, timesheets, conversations, and insights.

Verdict

OnePlan combines portfolio, financial, and resource planning with scenario comparison and work-method support. The paid plans have a three-user minimum, though a trial is available and typically lasts seven days.

Where Specifiction places it

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