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.
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OnePlan Recognized in Gartner Peer Insights™ Voice of the Customer for Strategic Portfolio Management Report for the Second Consecutive Year
For the second consecutive year, OnePlan, a leading strategic portfolio and work management platform, has been named in the 2024 Gartner Peer Insights™ Voice of the Customer for Strategic Portfolio Management report. The report synthesizes Gartner Peer Insights’...
Optimizing Operations by Aligning Resources with Strategic Objectives
Operations departments are facing increasing pressure to balance day-to-day demands with long-term strategic goals. One of the biggest challenges faced is the need to align resources with corporate objectives while adapting to the continuously evolving landscape of...
The PMO of Tomorrow: Leveraging OnePlan’s Capabilities for Strategic Success
Project Management Offices (PMOs) are undergoing a transformative shift as organizations navigate the challenges and opportunities presented by an evolving digital landscape. With AI and Strategic Portfolio Management (SPM) at the forefront, PMOs are transitioning...