The Complete FP&A Platform for Modern Finance Teams
Everything you need to automate budgets, forecasts, and reports—with AI built in from day one.
Everything Your Finance Team Needs
Automate Budget Workflows Across Your Organization
Stop manually linking spreadsheets. OnePlan automates budget creation, consolidation, and approvals.
- Collaborative budget building
Department heads input directly—no spreadsheet handoffs
- Smart templates
Pre-built templates for SaaS, services, manufacturing
- Approval workflows
Route budgets through customizable approval chains
- Real-time consolidation
See the consolidated view instantly as budgets update
Never Work with Stale Data Again
Traditional forecasting is broken. By the time you finish, the data is already old.
- Rolling forecasts
Continuous 12-month forecasts that update automatically
- AI-powered predictions
Aurora suggests forecasts based on historical patterns
- Live data connections
Actuals flow in from your ERP in real-time
- Driver-based modeling
Build forecasts on business drivers, not just numbers
Board-Ready Reports in Minutes, Not Days
Generate professional reports that leadership actually wants to read.
- One-click report generation
Generate board-ready reports instantly
- Custom dashboard builder
Drag-and-drop KPI dashboard creation
- Scheduled distribution
Auto-send reports on your schedule
- Interactive drill-downs
Click any metric to explore details
- Export to PowerPoint/PDF
Pixel-perfect exports for presentations
Answer Every "What If?" Instantly
Run unlimited scenarios without creating duplicate files or breaking formulas.
- Unlimited what-if scenarios
Model any outcome without limits
- Side-by-side comparison
Compare scenarios visually
- Instant impact analysis
See ripple effects immediately
- Scenario versioning
Track all scenario iterations
One-Click Financial Close
Streamline your close process with automated checklists and real-time status tracking.
- Automated close checklists
Never miss a close task
- Task assignment & tracking
Assign and monitor team progress
- Real-time status dashboard
See close progress at a glance
- Historical close analytics
Benchmark against past closes
- Complete audit trail
Full visibility for compliance
Plan Every Position with Precision
The biggest expense for most companies, managed with spreadsheet chaos. Until now.
- Position-level budgeting
Budget every role precisely
- Compensation modeling
Model salary, bonus, and equity
- Benefits & tax calculations
Automatic burden rate calculations
- HRIS integration
Sync with Workday, BambooHR, more
- Hiring plan vs actual
Track hiring against your plan
Built for the Way Modern Finance Works
Your finance team needs speed, security, and seamless connectivity. OnePlan delivers all three — without compromise.
Enterprise-Grade Security
Your financial data deserves the highest level of protection. OnePlan meets the standards your auditors and board expect.
- SOC 2 Type II-aligned controls
- ISO 27001-aligned security management
- GDPR ready
- AES-256 encryption at rest and in transit
- Role-based access control (RBAC)
Always-On Performance
Finance never sleeps — and neither does OnePlan. Real-time data processing means your team always works with the latest numbers.
- 99.9% uptime SLA
- Sub-second response times
- Real-time data synchronization
- Unlimited data capacity
- Multi-region availability
Open & Connected
OnePlan fits into your existing stack from day one. Pre-built connectors and a modern API mean zero data silos.
- Pre-built integrations
- RESTful API access
- SSO / SAML 2.0 support
- Webhook event notifications
- Custom connector builder
Ready to See the Platform in Action?
Book a personalized demo and see how OnePlan can transform your FP&A processes.