OneStream vs Planful
OneStream
onestream.com
Planful
planful.comSide by side
| Figure | OneStream | Planful |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Scenario Planning Software | 8.5 (#5) | 7.8 (#31) |
| Spec score · Financial Planning & Analysis Software | 8.5 (#9) | 7.9 (#22) |
| Spec score · Financial Consolidation Software | 7.9 (#9) | 7.2 (#21) |
| Spec score · Enterprise Performance Management | 8.0 (#6) | 7.2 (#15) |
| Spec score · Financial Reporting Software | 8.0 (#6) | 7.3 (#15) |
| Spec score · Financial Forecasting Software | 8.0 (#20) | 7.2 (#49) |
| Spec score · Business Performance Management | 8.0 (#7) | 7.2 (#17) |
| Spec score · Corporate Performance Management Software | 8.0 (#9) | 7.2 (#22) |
| Spec score · Intercompany Accounting Software | 8.0 (#13) | 7.2 (#26) |
| Spec score · Insurance Financial Management | 8.1 (#4) | 7.3 (#10) |
| Spec score · Management Reporting Software | 7.9 (#12) | 7.2 (#23) |
| Spec score · Finance Management software | 7.9 (#9) | 7.2 (#20) |
| AI | Its SensibleAI portfolio includes Forecast, Studio, and Agents, which OneStream says are embedded in finance workflows. | Its finance-focused AI supports forecasting, surfaces insights, and automates work across finance workflows. |
| API | The OneStream Web API is a RESTful service for third-party clients to access OneStream Data Automation functions. | Planful provides APIs for importing and exporting data to and from its application. |
| Budgeting | Yes | Yes |
| Financial consolidation | Yes | Yes |
| Forecasting | Yes | Yes |
| Founded | 2012 | 2001 |
| Headquarters | Birmingham, Michigan, United States | San Francisco, California, United States |
| Integrations | OneStream says it connects to over 250 ERP, CRM, and other data sources, including SAP, Oracle, and Workday, using connectors and REST APIs. | Planful lists integrations with systems including SAP, Oracle, NetSuite, Salesforce, Workday, and Snowflake, and supports data transfers as often as needed. |
| Scenario modeling | Yes | Yes |
| Security | 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. | Planful's trust center lists ISO 27001:2022 and ISO 27701:2019 certifications. |
| Variance analysis | Yes | Yes |
| Workforce planning | Yes | Workforce planning connects headcount, compensation, and cost data, and supports what-if hiring scenarios. |
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.
Planful
Planful is a cloud financial performance management platform for planning, budgeting, consolidation, reporting, and analytics. It brings financial, workforce, and operational plans into one environment, with forecasting, scenario modeling, variance analysis, and workforce planning among its capabilities. Its finance-focused AI supports forecasting, surfaces insights, and automates work across finance workflows. Built-in validation checks intercompany entries, currency conversions, and consolidation totals before they reach reports. Planful lists integrations with SAP, Oracle, NetSuite, Salesforce, Workday, and Snowflake, and says data transfers can happen as often as needed. It states that customer data volume and the number of connected data sources are not limited. The platform can connect to Power BI, export to a data warehouse, and keep Excel, PowerPoint, Word, and Google Sheets files updated through Spotlight. APIs support importing and exporting data. Planful lists ISO 27001:2022 and ISO 27701:2019 certifications. Pricing is tailored to company size, user count, and selected modules.