OnePlan – Financial Planner
Optimize Financial Investments
OnePlan connects financials from strategy to investments to detailed budget, actuals, and forecast. Gain an understanding of project investment to value realization within capital and expense constraints.
Key Features
Strategy Investment
Budgets, actuals and forecast
Capital Planning
Strategic, capital, and investment financial planning
Deliver new insights into your business with visual reporting & analytics
AI-Enabled Financial Planning with OnePlan’s Sofia GPT
Sofia GPT for Financial Planning in OnePlan offers a set of powerful AI capabilities to help you optimize your financial planning process and drive better financial outcomes. Whether you’re a Finance Manager, CFO, or Business Analyst, Sofia GPT for Financial Planning in OnePlan AI can help you streamline financial planning, enhance financial performance, and achieve your strategic objectives.
OnePlan Webinars
Our Blog
The New Microsoft Planner and OnePlan: A Unified Experience for Strategic Portfolio Management in the Microsoft Cloud
The New Microsoft Planner and OnePlan: A Unified Experience for Strategic Portfolio Management in the Microsoft Cloud Microsoft announced the new Planner at Ignite 2023 which will converge To Do, Planner, and Project for the web into a singular and unified experience....
Efficiency Amplified: McCarthy Tetrault’s OnePlan Success Story
Efficiency Amplified: McCarthy Tetrault’s OnePlan Success Story Headquarters: Toronto, Ontario Industry: Professional Services, Law Website: http://mccarthy.ca Previous Solution: SharePoint, Microsoft Project, Excel, PowerPointTop ChallengesManaging fragmented project...
OnePlan named in Gartner’s Voice of Customer for Strategic Portfolio Management Report
OnePlan is proud to be recognized in the recent Gartner report on real-life customer experiences implementing and operating Strategic Portfolio Management solutions. The report, which analyzes qualified peer reviews, is designed to provide decision-makers with...