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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Capture the Value from Project Portfolio Management with OnePlan
Each week, the team at OnePlan engages in comprehensive discussions with hundreds of clients, spanning various industries and operational challenges, to explore how Project Portfolio Management (PPM) can deliver transformative benefits. These discussions encompass an...
OnePlan Solutions Elevates Growth Potential With Strategic Investment From Aldrich Capital Partners
San Diego, CA, July 12th, 2023 – We are thrilled to announce that OnePlan Solutions, the cutting-edge company specializing in Strategic Portfolio and Work Management software, has received a strategic investment from Aldrich Capital Partners, a renowned growth equity...
OnePlan Recognized for the Fifth Year Running in Microsoft’s Global Partner of the Year Awards for Project and Portfolio Management
We are thrilled to continue to be recognized for Microsoft's Partner of the Year for Project & Portfolio Management (PPM). In 2019, 2020, 2021, 2022, and now 2023, OnePlan was awarded the Microsoft Global Partner of the Year for Project and Portfolio Management...