CoPlanner vs OneStream
CoPlanner
coplanner.com
OneStream
onestream.comSide by side
| Figure | CoPlanner | OneStream |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 0 | 1 |
| Spec score · Financial Planning & Analysis Software | 7.5 (#47) | 8.5 (#9) |
| AI | CoPlanner says its controlling software uses artificial intelligence for evaluations. | Its SensibleAI portfolio includes Forecast, Studio, and Agents, which OneStream says are embedded in finance workflows. |
| Budgeting | Yes | Yes |
| Deployment | The company describes its platform as available for cloud, web or on-premise environments. | OneStream documentation covers SaaS and self-hosted environments, and its REST API guide describes API setup for self-hosted customers. |
| Financial consolidation | Yes | Yes |
| Forecasting | CoPlanner provides forecasting and scenario analysis for business decisions. | Yes |
| Founded | The company page says CoPlanner was founded 35 years ago; it does not give a calendar year on that page. | 2012 |
| Headquarters | Graz, Austria | Birmingham, Michigan, United States |
| Integrations | The company offers interfaces to common systems and databases and describes SAP data export through Theobald-Connector to an MSSQL database. | OneStream says it connects to over 250 ERP, CRM, and other data sources, including SAP, Oracle, and Workday, using connectors and REST APIs. |
| Planning | The software supports short- and long-term plans, budgeting, cost-center planning, and top-down or bottom-up planning. | Financial planning features include budgeting, rolling forecasts, and scenario analysis. |
| Purpose | CoPlanner is controlling software for financial planning, budgeting, forecasting, analysis, reporting and consolidation. | OneStream describes its product as a unified, AI-powered platform for financial and operational data, planning, forecasting, close, reporting, and analytics. |
| Sales and trial | The site invites prospects to request a personalized demo and attend free webinars; it does not state a software trial period on the pages reviewed. | The platform page invites visitors to schedule a free personal demo; it does not state that a free trial is available. |
| Scenario modeling | Yes | Yes |
| Security | The requirements page says an SSL/TLS certificate, provided by the customer, is needed to establish encrypted communication between server and client over HTTPS. | OneStream documents TLS 1.2 or greater for data in transit, AES-256 or equivalent encryption at rest, and support for bring-your-own-key management. |
| Support | CoPlanner offers support for technical and business questions through a support team, an online help portal, and a customer download area. | The customer support portal provides a knowledge base, documentation, release notes, and a community message board; OneStream also describes remote implementation consultants. |
Plans
In their own words
OneStream
OneStream is an enterprise finance platform that brings financial and operational data together for finance teams. It supports financial close and consolidation, reporting, account reconciliations, transaction matching, tax provisioning, budgeting, rolling forecasts, scenario analysis, and workforce planning. Dashboards, charts, reports, and drill-back to source data support analysis, while connectors and REST APIs link to more than 250 ERP, CRM, and other data sources, including SAP, Oracle, and Workday. OneStream also lists SensibleAI Forecast, SensibleAI Studio, and SensibleAI Agents. The platform provides audit trails and supports US GAAP, IFRS, SOX controls, and lease accounting. Access options include web, Windows applications, APIs, and SaaS or self-hosted deployments; reports and dashboards adapt to different devices. The software is paid, with pricing on request. Visitors can schedule a free personal demo, but no free trial is stated.