About OnPlan

OnPlan is a financial planning application designed to help small to midsize businesses streamline sales forecasting and budgeting operations using financial models. The platform uses synchronization capabilities to implement Excel formulas during model preparations and export prepared forecasts into spreadsheets to share with stakeholders.

Key features of OnPlan include permission management, predefined dashboards, forecasting, benchmarking, and scenario planning. Businesses can use the application to create reports based on budgeted vs. actual metrics and what-if scenarios and use dropdowns, long text notes, checkboxes, and formulas to organize content during modeling. It also lets administrators provide read or write access or specify roles or permissions to improve collaboration among team members.

OnPlan facilitates integration with several third-party applications including Xero, Google Analytics, Zapier, Pipedrive, QuickBooks, Microsoft Excel, Salesforce, and Google Sheets. FP&A teams can use OnPlan to create rolling forecasts using variance analysis and compare various inputs and outputs across scenarios through charting capabilities.

Pricing starting from:

US$7,500.00/year

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$7,500.00/year

  • Free Version
  • Free Trial
  • Subscription

Images

OnPlan Software - OnPlan benchmarking
OnPlan Software - OnPlan reports and calculations
OnPlan Software - OnPlan structured content types
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OnPlan Software - OnPlan benchmarking OnPlan Software - OnPlan reports and calculations OnPlan Software - OnPlan structured content types

Features

Total features of OnPlan: 64

  • "What If" Scenarios
  • Access Controls/Permissions
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Asset Lifecycle Management
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • Business Process Control
  • Cash Management
  • Chart of accounts
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Customizable Dashboard
  • Dashboard Creation
  • Dashboard Software
  • Data Connectors
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Drag & Drop
  • Dynamic Modeling
  • Exception Reporting
  • Expense Management
  • Financial Analysis
  • Financial Reporting Software
  • For Nonprofits
  • Forecasting
  • General Ledger
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Metadata Management
  • Milestone Tracking
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Performance Metrics
  • Predictive Analytics Software
  • Profit/Loss Statement
  • Profitability Analysis
  • Project Accounting Software
  • Projections
  • Publishing / Sharing
  • Qualitative Analysis
  • Quantitative Analysis
  • Reporting & Statistics
  • Roadmapping
  • Sales Forecasting Software
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scorecards
  • Self-Service Reporting
  • Statistical Analysis Software
  • Strategic Planning Software
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics

Alternatives

Adaptive Planning

4.5
#1 Alternative to OnPlan
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Prophix

4.6
#2 Alternative to OnPlan
Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, &...

Vena

4.3
#3 Alternative to OnPlan
Vena is the only Complete Planning platform that brings together the familiarity and flexibility of an Excel interface...

Unit4 Financial Planning & Analysis

4.4
#4 Alternative to OnPlan
Unit4 Financial Planning & Analysis (FP&A) - formerly Unit 4 Prevero - provides integrated business reporting and...

Reviews

Overall rating

4.9 /5
(12)
Value for Money
5/5
Features
4.8/5
Ease of Use
5/5
Customer Support Software
5/5

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Showing 5 reviews of 12
Sumeet M.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Starting off to use

Reviewed on 2020-08-21

[SENSITIVE CONTENT HIDDEN] and his team have been great in following up with details and reach out....

[SENSITIVE CONTENT HIDDEN] and his team have been great in following up with details and reach out. We have started in the onboarding process which is the input parameter of the setup. More they do the heavy lifting - I send them a baseline business model and then they interview a lot of questions that gets placed into the model themselves. So this process has been quite interactive.

Pros

[SENSITIVE CONTENT HIDDEN] and his team have been great in creating this solution for automated spreadsheets on the fly and also CFO like resources on a dashboard. I look forward to using this prominently as we continue to grow and eventually have this automated as planned thus making a CEO's life a lot easier. One thing I hate doing is updating spreadsheets even with a static template. This solution will be dynamic and ultimately make things more efficient for us accordingly.

Cons

Too early to tell as we are about to use it in more detail in the coming weeks.

Amro Q.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Robust Financial Reporting Platform

Reviewed on 2020-08-28

We wanted to peroform monthly BVA variance analysis and be able to track ALL updates in our...

We wanted to peroform monthly BVA variance analysis and be able to track ALL updates in our financial model in one place and Onplan was a perfect solution to our objective function.

Pros

From day one the team at On plan assigned us with a technical [SENSITIVE CONTENT HIDDEN] who helped us set up our QuickBooks in a matter of seconds.

Onplan allowed us to integrate our financial reporting with our CRM platforms (Hubspot) and GUSTO (Payroll) very efficiently

The platform connected to our google sheet and excel models seamlessly and we took control of our financial planning, analysis, and reporting

The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place

Cons

Overall the product is 5-star AA+ and the team at onplan managed to update certain formatting features that we requested very fast

Alternatives Considered

Adaptive Planning

Reasons for Choosing OnPlan

Adaptive insights was very expensive and complicated for our needs.

Switched From

Adaptive Planning

Reasons for Switching to OnPlan

1 - Product features - Onplan is a full robust platform that is affordable and allowed us to achieve our main objectives:2 - Price and value 3 - Technical [SENSITIVE CONTENT HIDDEN] Onboarding Team4 - Beautiful design of UX/UI
Verified Reviewer
Overall rating
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

This is a "must have" piece of software for any one using spreadsheets

Reviewed on 2020-08-06

Excellent. [SENSITIVE CONTENT HIDDEN] and his team have been extraordinarily helpful and accommodati...

Excellent. [SENSITIVE CONTENT HIDDEN] and his team have been extraordinarily helpful and accommodating for our needs.

Pros

The OnPlan interface is truly solving for us the most nagging problems of spreadsheets. It allows us to have the best of both worlds: with OnPlan, we maintain the flexibility of spreadsheets, but without some of the major pains. Unlike other systems where the possibilities of configuring the financial reporting and financial modeling remained limited or extremely cumbersome, using OnPlan we are able to configure the data to meet exactly our clients’ evolving business needs, and yet our clients no longer have to dive into the sausage making of our spreadsheets - unless they choose to!
As a result, we are able to help our clients much more easily integrate finance into their decision making.
By putting them on OnPlan, not only can they gain easier visibility into their actual financial performance, they are also able to run multiple forward looking scenarios- mostly by themselves!

Cons

Like any new software, OnPlan is quickly evolving and continuously improving, therefore not all their functionalities are fully developed yet. So we appreciate the dedication of OnPlan’s service team, to help us get the results we need for our clients, even when some of our requests are still on OnPlan development roadmap...

Alternatives Considered

Jirav and NetSuite

Reasons for Choosing OnPlan

Liveplan, Spotlight and Fathom were too limited in configuration possibilities for what we do. Google Spreadsheet alone is too overwhelming for the majority of our clients, as a result our clients don't use their financial models and financial reporting as much as they need. Also, to enable scaling, we were looking for something better than just spreadsheets.
Tetyana G.
Overall rating
  • Industry: Management Consulting
  • Company size: 10,000+ Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great Tool for Rapid Implementation

Reviewed on 2020-08-21

We implemented OnPlan to build a budget and rolling forecast for a division within a larger...

We implemented OnPlan to build a budget and rolling forecast for a division within a larger company. I was impressed wtih the granularity of user permissions and acess, the change logs and the what-if scenario forecasting.

Pros

OnPlan sets a new benchmark for ease of implementation and time to value. I was on a team that implemented OnPlan for a division in a well know SaaS company. The beauty of OnPlan is that it allows a user to take an existing Excel financial model and ingest it without changing the logic. Our time of implementation was three weeks from start to finish rather than the six months that is typical of heavier ERP systems.

Cons

There are a couple of UX/UI things that I think can be smoothed out, but overall a very polished software.

Alternatives Considered

Vena, Planful, Planning Center and NetSuite

Reasons for Switching to OnPlan

We chose OnPlan over the other systems that we were evaluating due to its Excel-friendly architecture and due to its ease of implementation.
Ethan L.
Overall rating
  • Industry: Medical Devices
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Game Changer - Easily See the Future

Reviewed on 2020-08-25

OnPlan has enabled me to quickly see the impact of various decisions. It even lets me create...

OnPlan has enabled me to quickly see the impact of various decisions. It even lets me create several scenarios to input the variables related to different decisions. This enables me to compare various courses of action side-by-side. In my old Excel model, I would have to create copies of my workbooks, deal with versioning, and then input the same data in multiple worksheets (eg. reflecting pay increases in all the worksheets). OnPlan gives me better visualization without the hassle of multiple Excel workbooks.

Pros

The data visualizations are excellent. I can change a few revenue or expense variables (or both) and immediately see the impact to key metrics. The model ensures that the analytics are correct and I don't have to worry about an Excel cell somewhere deep in my old model throwing the whole thing off.

Cons

I don't have the time or skills to make changes to my model so sometimes I rely on OnPlan's staff to adjust it. However, their staff is extremely knowledgeable about SaaS financials and metrics and is all over it when I need something, including the [SENSITIVE CONTENT HIDDEN].

Showing 5 reviews of 12 Read all reviews

OnPlan FAQs

Below are some frequently asked questions for OnPlan.

OnPlan offers the following pricing plans:

  • Starting from: US$7,500.00/year View Pricing Plans
  • Pricing model: Subscription
  • Free Trial: Available

OnPlan pricing starts at $7500 per year. They do not have a free version. OnPlan offers a free trial and customized demonstrations. The software is available across 3 pricing tiers (Basic, Teams, and Growth). Details seen here: https://onplan.co/pricing/

OnPlan has the following typical customers:

11-50, 51-200, 201-500

OnPlan supports the following languages:

English

OnPlan supports the following devices:

OnPlan integrates with the following applications:

Google Sheets, Microsoft Excel, QuickBooks Online Advanced, Salesforce Sales Cloud, Zapier

OnPlan offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support

Related categories

See all software categories found for OnPlan.