OnePlan vs Unit4 FP&A

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.

Unit4 FP&A combines budgeting, forecasting and reporting in a cloud platform for mid-market and enterprise organizations in people-centric industries. It supports scenario planning, actual-versus-budget review and multi-entity budgeting, with automated consolidation across countries and currencies. Workforce planning links headcount and compensation costs to financial forecasts. The product also lists IFRS 16 lease accounting, ESG reporting, self-service dashboards, approval workflows, obligation tracking, renewal alerts, native e-signature and repository search. Ava provides contextual guidance and explains variances in plain language. Listed integrations include Power BI, Salesforce, Microsoft Dynamics, Bankinplay ONE, Theobald Software, Trintech and Avalara; the API-first platform also lists public APIs for ERPx, Financials and FP&A. Unit4 says customer data is encrypted in transit and at rest, with an individual secure database for each customer, and lists several security certifications. The product is cloud-based and available on the web and through an API. Pricing is on request, with no public plan tiers or usage limits stated.