OnePlan
What it is
OnePlan is a paid FP&A platform for automating budgets, forecasts, and reports. It brings budgeting, forecasting, scenario modeling, variance analysis, workforce planning, and financial consolidation into one system for SMEs and mid-market companies. Reporting tools generate reports, custom dashboards, scheduled distributions, drill-down views, and PowerPoint or PDF exports. Teams can create unlimited what-if scenarios, compare versions side by side, analyze impacts, and retain scenario histories. Close management provides automated checklists, task tracking, status dashboards, historical analytics, and an audit trail. Headcount planning covers position budgets, compensation modeling, benefits and tax calculations, HRIS integration, and hiring-plan tracking. OnePlan states that it offers 200+ pre-built integrations, REST API access, SSO/SAML 2.0, webhooks, and a custom connector builder. Security listings include SOC 2 Type II, ISO 27001, GDPR readiness, AES-256 encryption, and role-based access control. Plans include onboarding, training, and dedicated support. Pricing is on request, with no free plan and a free trial available.
For and against
For
- Unlimited what-if scenarios
- 200+ pre-built integrations
- Workforce and headcount planning
- PowerPoint and PDF exports
- Onboarding and dedicated support included
Against
- Pricing is available on request
- No free plan
- Starter limits users and scenarios
The verdict
OnePlan combines core FP&A, workforce, close, reporting, and scenario functions in one platform. Its plan limits and request-based pricing are important considerations before choosing a tier.
Who it suits
OnePlan suits SMEs and mid-market companies needing budgeting, forecasting, workforce planning, consolidation, and scenario analysis. It also fits teams requiring integrations, APIs, and structured close management.
Plans and prices
Enterprise
Unlimited users · Multi-entity · Custom integrations · Aurora AI Pro
Read 9 Oct 2026 · oneplan.tech
Growth
Up to 10 users · Advanced budgeting · Aurora AI · Integrations
Read 9 Oct 2026 · oneplan.tech
Starter
Up to 3 users · Basic FP&A · Basic budgeting · Standard reports
Read 9 Oct 2026 · oneplan.tech
On the record
- Audience
- OnePlan describes its product as a financial operating system for SMEs and mid-market companies.oneplan.tech · read 9 Oct 2026
- Budgeting
- It supports collaborative budget building, approval workflows, smart templates, and real-time consolidation.oneplan.tech · read 9 Oct 2026
- Close management
- Close management includes automated checklists, task tracking, a status dashboard, historical analytics, and an audit trail.oneplan.tech · read 9 Oct 2026
- Financial consolidation
- Yesoneplan.tech · read 21 Sep 2026
- Forecasting
- It offers rolling 12-month forecasts, AI-powered predictions, live ERP data connections, and driver-based modeling.oneplan.tech · read 9 Oct 2026
- Free trial
- The OnePlan homepage offers a free trial, but does not state its duration there.oneplan.tech · read 9 Oct 2026
- Headcount planning
- Headcount planning includes position budgets, compensation modeling, benefits and tax calculations, HRIS integration, and hiring-plan tracking.oneplan.tech · read 9 Oct 2026
- 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.oneplan.tech · read 9 Oct 2026
- 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.oneplan.tech · read 9 Oct 2026
- Purpose
- OnePlan is an FP&A platform for automating budgets, forecasts, and reports.oneplan.tech · read 9 Oct 2026
- Reporting
- The platform offers report generation, custom dashboards, scheduled distribution, drill-downs, and PowerPoint or PDF exports.oneplan.tech · read 9 Oct 2026
- Scenario modeling
- Yesoneplan.tech · read 21 Sep 2026
- Scenario planning
- OnePlan supports unlimited what-if scenarios, side-by-side comparisons, impact analysis, and scenario versioning.oneplan.tech · read 9 Oct 2026
- 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.oneplan.tech · read 9 Oct 2026
- Support
- All plans include onboarding, training, and dedicated support; the listed support options vary by plan.oneplan.tech · read 9 Oct 2026
- Variance analysis
- Yesoneplan.tech · read 21 Sep 2026
- Workforce planning
- Yesoneplan.tech · read 21 Sep 2026
