OnePlan

What OnePlan is

OnePlan is a financial planning and analysis platform for automating budgets, forecasts, and reports. It combines budgeting, forecasting, scenario modeling, variance analysis, workforce planning, and financial consolidation for SMEs and mid-market companies. Reporting includes custom dashboards, scheduled distribution, drill-downs, and PowerPoint or PDF exports. Teams can model unlimited what-if scenarios, compare them side by side, assess effects, and maintain scenario versions. Close management includes checklists, task tracking, status dashboards, historical analytics, and an audit trail. Headcount planning covers position budgets, compensation, benefits and tax calculations, HRIS integration, and hiring-plan tracking. OnePlan states it has more than 200 pre-built integrations, REST API access, webhooks, a connector builder, and SSO/SAML 2.0. Its stated security provisions include SOC 2 Type II certification, ISO 27001 compliance, GDPR readiness, AES-256 encryption at rest and in transit, and role-based access controls. All plans include onboarding, training, and dedicated support, with options varying by plan. Starter allows up to three users and scenarios; Growth up to 10 users with unlimited scenarios; Enterprise allows unlimited users and scenarios. Pricing is available on request.