OnePlan
    INTEGRATIONS

    Connect Your Entire Financial Stack

    OnePlan integrates with the tools you already use. Real-time sync, no manual exports.

    Request Custom Integration
    ERP
    CRM
    HRIS
    Billing
    BI
    OnePlan
    Insights
    By Category

    Explore by Type

    ERP & Accounting

    Sync your financial data in real-time

    NetSuiteQuickBooksXeroSageSAP Business OneMicrosoft DynamicsAcumaticaFreshBooksWaveZoho Books

    Key capabilities

    Chart of accounts sync
    Real-time actuals import
    Transaction-level detail
    Multi-entity support
    Journal entry export

    CRM & Sales

    Pipeline data for accurate revenue forecasting

    SalesforceHubSpotPipedriveZoho CRMMicrosoft DynamicsMonday.comCloseCopperFreshsalesInsightly

    Key capabilities

    Opportunity pipeline sync
    Win rate analysis
    Sales forecasting
    Commission calculations
    Customer segment reporting

    HRIS & Payroll

    Accurate headcount and compensation data

    BambooHRWorkdayRipplingGustoADPPaylocityDeelRemoteHibobPersonio

    Key capabilities

    Employee roster sync
    Compensation data
    Benefits costs
    Org structure
    Open positions tracking

    Billing & Payments

    Subscription and payment data

    StripeChargebeeRecurlyZuoraPayPalSquareMaxioPaddleBraintreeGoCardless

    Key capabilities

    MRR/ARR tracking
    Churn analysis
    Invoice data
    Revenue recognition
    Subscription metrics

    BI & Analytics

    Connect to your data warehouse

    SnowflakeBigQueryRedshiftDatabricksLookerTableauPower BIMetabaseDomoSisense

    Key capabilities

    Custom data queries
    Dashboard embedding
    Data warehouse sync
    SQL model support

    Productivity

    Keep teams in sync

    Google SheetsExcelSlackMicrosoft TeamsNotionAsanaJiraGoogle DriveOneDriveZapier

    Key capabilities

    Spreadsheet sync
    Notifications & alerts
    Document linking
    Workflow automation
    API & Custom Integrations

    Build Your Own Connection

    Don't see your tool? Our REST API lets you connect anything.

    JavaScript
    // Push actuals to OnePlan
    const response = await fetch('https://api.oneplan.tech/v1/actuals', {
      method: 'POST',
      headers: {
        'Authorization': 'Bearer YOUR_API_KEY',
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        period: '2025-01',
        account: '4000-100',
        amount: 125000
      })
    });

    Don't See Your Tool?

    We'll build it. Tell us what you need and our team will make it happen.