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OnePlan
What OnePlan is
OnePlan is an FP&A platform for automating budgets, forecasts, and reports, aimed at SMEs and mid-market companies. Its listed capabilities include budgeting, forecasting, scenario modeling, variance analysis, workforce planning, and financial consolidation. Reporting includes report generation, custom dashboards, scheduled distribution, drill-downs, and PowerPoint or PDF exports. Teams can create unlimited what-if scenarios, compare them side by side, analyze impacts, and keep scenario versions. Close management offers automated checklists, task tracking, a status dashboard, 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 has 200+ pre-built integrations, RESTful API access, webhooks, a custom connector builder, and SSO/SAML 2.0. Its platform page lists SOC 2 Type II certification, ISO 27001 compliance, GDPR readiness, AES-256 encryption at rest and in transit, and role-based access control. Plans include Starter for up to 3 users and 3 scenarios, Growth for up to 10 users and unlimited scenarios, and Enterprise for unlimited users and scenarios. Pricing is available on request; a free trial is offered.
Who it suits
OnePlan is described as a financial operating system for SMEs and mid-market companies. It may fit finance teams that need budgeting, forecasting, reporting, and workforce planning in one platform.
What it does well
- Unlimited what-if scenarios
- Reports can be scheduled and exported
- Headcount planning includes HRIS integration
- 200+ pre-built integrations
- All plans include onboarding, training, and dedicated support
What to know first
- No free plan
- Pricing is available on request
- Starter is limited to 3 users and 3 scenarios
Limits
Starter allows up to three users and three scenarios. Growth allows up to 10 users with unlimited scenarios; Enterprise allows unlimited users and scenarios.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | Up to 3 users · Basic FP&A · Basic budgeting · Standard reports · Email support | On request |
| Enterprise | Unlimited users · Multi-entity · Custom integrations · Aurora AI Pro · Dedicated CSM · Custom AI training · Guaranteed SLA · On-premise option | On request |
| Growth | Up to 10 users · Advanced budgeting · Aurora AI · Integrations · Custom reports · Priority support · API access | On request |
As oneplan.tech lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Open the OnePlan platform website
- Choose a Starter, Growth, or Enterprise plan
- Request pricing for the selected plan
- Start the available free trial
- Use the web, API, or self-hosted deployment
Verdict
OnePlan brings financial planning, scenario analysis, close management, and workforce planning together. Its three tiers differ in user and scenario limits, while pricing details require a request.
Questions
Does OnePlan offer a free plan?
No. OnePlan offers a free trial, but no free plan is listed.
How much does OnePlan cost?
Pricing is available on request.
Which platforms does OnePlan support?
OnePlan supports web, API, and self-hosted deployments.
What integrations are available?
OnePlan states that it has more than 200 pre-built integrations, REST API access, webhooks, and a custom connector builder.
What do OnePlan plans include?
Starter supports up to three users and three scenarios, Growth supports up to 10 users with unlimited scenarios, and Enterprise supports unlimited users and scenarios.
Facts from OnePlan's own pages
- Audience
- OnePlan describes its product as a financial operating system for SMEs and mid-market companies. · oneplan.tech, 9 Oct 2026
- Budgeting
- It supports collaborative budget building, approval workflows, smart templates, and real-time consolidation. · oneplan.tech, 9 Oct 2026
- Close management
- Close management includes automated checklists, task tracking, a status dashboard, historical analytics, and an audit trail. · oneplan.tech, 9 Oct 2026
- Financial consolidation
- Yes · oneplan.tech, 21 Sept 2026
- Forecasting
- It offers rolling 12-month forecasts, AI-powered predictions, live ERP data connections, and driver-based modeling. · oneplan.tech, 9 Oct 2026
- Free plan
- No · oneplan.tech, 21 Sept 2026
- Free trial
- The OnePlan homepage offers a free trial, but does not state its duration there. · oneplan.tech, 9 Oct 2026
- Headcount planning
- Headcount planning includes position budgets, compensation modeling, benefits and tax calculations, HRIS integration, and hiring-plan tracking. · oneplan.tech, 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, 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, 9 Oct 2026
- Purpose
- OnePlan is an FP&A platform for automating budgets, forecasts, and reports. · oneplan.tech, 9 Oct 2026
- Reporting
- The platform offers report generation, custom dashboards, scheduled distribution, drill-downs, and PowerPoint or PDF exports. · oneplan.tech, 9 Oct 2026
- Scenario modeling
- Yes · oneplan.tech, 21 Sept 2026
- Scenario planning
- OnePlan supports unlimited what-if scenarios, side-by-side comparisons, impact analysis, and scenario versioning. · oneplan.tech, 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, 9 Oct 2026
- Support
- All plans include onboarding, training, and dedicated support; the listed support options vary by plan. · oneplan.tech, 9 Oct 2026
- Variance analysis
- Yes · oneplan.tech, 21 Sept 2026
- Workforce planning
- Yes · oneplan.tech, 21 Sept 2026