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OnePlan

by OnePlan

Free trial AndroidiPhoneWeb

Visit OnePlan Alternatives Pricing

OnePlan's own site

What OnePlan is

OnePlan is a cloud platform for connecting strategy, resources, financials and execution. It brings portfolio work together to help organizations set priorities, reduce duplication and make business decisions. Financial planning provides a real-time view of planned and actual spending, including CapEx and OpEx management. Teams can plan capacity, balance workloads and assign people to work, then compare portfolio scenarios against goals, budgets and available staff. Planning can follow agile, waterfall or hybrid methods.

Sofia GPT can help create plans, summarize reports, answer portfolio questions and automate tasks. OnePlan integrates with Microsoft 365, Dynamics 365, Azure DevOps, Aha!, Asana, Jira, Microsoft Planner and Microsoft Project. Its Android and iOS apps provide access to tasks, timesheets, conversations and insights. Hosting is in Microsoft Azure, with availability in regions including the USA, Canada, Australia and Amsterdam. OnePlan states that data is encrypted in transit with TLS 1.2 and stored credentials are encrypted with Azure Key Vault. Plans start at $10 a month billed annually, with a three-user minimum; a trial typically runs seven days.

Who it suits

OnePlan suits organizations that need portfolio planning alongside financial, resource and execution planning. It can serve teams working in agile, waterfall or hybrid ways, particularly when they use the listed Microsoft, Jira, Asana or Aha! integrations.

What it does well

  • Connects portfolio priorities with financial and resource planning
  • Compares scenarios using goals, budgets and available people
  • Supports agile, waterfall and hybrid work planning
  • Sofia GPT can summarize reports and answer portfolio questions
  • Android and iOS apps include tasks, timesheets and insights

What to know first

  • No free plan is available
  • Basic requires at least three users and annual billing
  • The trial typically lasts seven days

Limits

There is no free plan. Basic is $10 a month billed annually and requires at least three users; the trial typically runs seven days.

Plans

PlanBilled and limitsPrice
Professionalbilled annually · 3+ users$30 a month
Basic$120.00 per user per year (= $10.00 per user/month, billed annually) · 5+ users$120 a year
Innovation Portalper platform · contact sales$3,000
Enterprisecontact us for a quote · 5+ usersOn request

As oneplan.ai lists them, read 22 Sept 2026. The maker's own page has the final word.

Getting started

  1. Visit https://oneplan.ai/
  2. Choose a paid plan; Basic and Professional require three or more users
  3. Arrange a trial, which typically runs seven days
  4. Use the web platform or the Android and iOS apps

Verdict

Choose OnePlan when portfolio, financial and resource planning need to connect in one cloud platform, with scenario modeling and broad listed integrations. Look elsewhere if a free plan or fewer than three users are essential.

Questions

Is there a free plan or trial?

There is no free plan. A trial is available and typically runs seven days; it can be extended through a OnePlan representative.

What platforms does OnePlan support?

OnePlan is available on the web, Android and iOS.

Which tools does OnePlan integrate with?

Listed integrations include Microsoft 365, Dynamics 365, Azure DevOps, Aha!, Asana, Jira, Microsoft Planner and Microsoft Project.

Who makes OnePlan?

OnePlan is made by OnePlan, founded in 2016 and headquartered in the United States.

Facts from OnePlan's own pages

Accounting integrations
Yes · oneplan.ai, 22 Sept 2026
Actual vs budget
Yes · oneplan.ai, 22 Sept 2026
AI assistant
Sofia GPT helps create plans, summarize reports, answer portfolio questions and automate tasks. · oneplan.ai, 28 Sept 2026
Approval workflows
Yes · oneplan.ai, 22 Sept 2026
Company
OnePlan says it was founded in 2016, is headquartered in the United States and serves over 500 customers across 18 countries. · oneplan.ai, 28 Sept 2026
Deployment
cloud · oneplan.ai, 22 Sept 2026
Financial planning
OnePlan provides real-time visibility into planned versus actual spending and supports CapEx and OpEx management. · oneplan.ai, 28 Sept 2026
Founded
2016 · oneplan.ai, 28 Sept 2026
Free plan
No · oneplan.ai, 22 Sept 2026
Headquarters
United States · oneplan.ai, 28 Sept 2026
Hosting
OnePlan is hosted in Microsoft Azure, with availability in regions including the USA, Canada, Australia and Amsterdam. · support.oneplan.ai, 28 Sept 2026
Integrations
OnePlan integrates with Microsoft 365, Dynamics 365, Azure DevOps, Aha!, Asana, Jira, Microsoft Planner and Microsoft Project. · oneplan.ai, 28 Sept 2026
Mobile app
The OnePlan mobile app supports Android and Apple iOS and includes task, timesheet, conversation and insights access. · support.oneplan.ai, 28 Sept 2026
Monitoring and compliance
OnePlan says its services are monitored 24/7/365 and Azure compliance includes ISO 27001, HIPAA, FedRAMP, SOC 1 and SOC 2. · support.oneplan.ai, 28 Sept 2026
Portfolio management
OnePlan brings portfolios together so organizations can prioritize work, avoid duplication and make business decisions. · oneplan.ai, 28 Sept 2026
Purpose
OnePlan is an AI-powered platform connecting strategy, resources, financials and execution. · oneplan.ai, 28 Sept 2026
Resource management
OnePlan helps teams plan capacity, balance workloads and allocate people to work. · oneplan.ai, 28 Sept 2026
Scenario modeling
OnePlan compares portfolio scenarios based on goals, budget and available people. · oneplan.ai, 28 Sept 2026
Scenario planning
Yes · oneplan.ai, 22 Sept 2026
Security
OnePlan states that data is encrypted in transit with TLS 1.2, stored credentials are encrypted with Azure Key Vault, and API keys or token methods are used where supported. · support.oneplan.ai, 28 Sept 2026
Paid from
10 · oneplan.ai, 22 Sept 2026
Trial
OnePlan trials typically run for 7 days and can be extended through a OnePlan representative. · support.oneplan.ai, 28 Sept 2026
Work methods
OnePlan supports agile, waterfall and hybrid work planning. · oneplan.ai, 28 Sept 2026

Where OnePlan stands on Freedom251

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