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Company details

  1. Financial Planner

Written by the company

OnePlan is an innovative SaaS platform that empowers financial planning, analysis, and operational collaboration through real-time AI, turning data into strategic actions with agility, transparency, and personalization. It integrates business planning with financial analysis, enabling automated forecasting, customized dashboards, and “what-if” scenario modeling; features a no-code visual data modeler that connects to ERPs, APIs, and databases with AI-driven optimization; and introduces Aurora, a suite of specialized AI agents (CFO, CMO, CHRO, COO) that deliver predictive insights, automated reporting, and conversational support. With real-time collaboration tools, shared workspaces, controlled permissions, and integrated communication, it streamlines teamwork, while its automated reporting and financial close cycle ensure accuracy, traceability, and efficiency. Seamlessly integrating with ERP, CRM, HRIS, and BI systems, OnePlan centralizes information flows and enhances interoperability, all while being tailored to the needs of SMEs—providing robust data models, intelligent reporting, and fast adoption even for teams with limited financial expertise.


Contact info

3.8

Great

TrustScore 4 out of 5

2 reviews

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