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$12,500.00/year
- Free Version
- Free Trial
- Subscription
Business size
Deployment
- Cloud-based
- On-premise
Markets
Canada, United Kingdom, United States
Supported Languages
English
Pricing starting from:
US$12,500.00/year
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of OnPlan: 62
Alternatives
Vena
NetSuite
Mosaic
Planful
Reviews
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Write a Review!- Industry: Health, Wellness & Fitness
- Company size: 2-10 Employees
- Used Weekly for 1-5 months
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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.
- Industry: Real Estate
- Company size: 2-10 Employees
- Used Daily for 1+ year
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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
Workday Adaptive PlanningReasons for Choosing OnPlan
Adaptive insights was very expensive and complicated for our needs.Switched From
Workday Adaptive PlanningReasons 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- Industry: Information Technology & Services
- Company size: 11-50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Great Product with a Lot of Potential
Reviewed on 2021-10-26
Pros
As we continue to evolve and grow as a company it has become increasingly important to be able to forecast sales, profit and cash flow. We were using Planning Maestro, and although a very robust product, it was extremely difficult to adapt it to our exact needs. The OnPlan team was able to quickly understand our needs and turn this into a "custom" model that we now use on a daily basis to forecast sales, revenue, cash flow and make strategic decisions based on this information. The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary.
Using OnPlan to generate management reports and KPI's could not be easier. The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed.
After using the product for a while, we see a TON of potential in it. The team has continued to listen to our feedback and has implemented changes to the base product at our request.
Cons
Although the reporting and charting is robust and good for general management reporting, it could benefit from some Power BI (or Google equivalent) type functionality. Having said that, and after getting to know the team, I am confident that they will continue to grow and improve the product. I am excited to see what is coming up..
Reasons for Choosing OnPlan
1. Ability to customize to our changing needs 2. Easier to manipulate and report on data 3. Easier and simpler to import data from our various systems (QuickBooks, OpenAir, ADP, Dynamics CRM)Switched From
Planning MaestroReasons for Switching to OnPlan
Vena was extremely expensive and too complicated for our requirements.- 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.
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.- Industry: Commercial Real Estate Software
- 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
Excellent Variance Analysis
Reviewed on 2021-10-21
I was up and running with OnPlan in two weeks. Overall I like the spreadsheet feeling and the fact...
I was up and running with OnPlan in two weeks. Overall I like the spreadsheet feeling and the fact that I am able to review my model in Google Sheets and Excel.
Pros
OnPlan's ability to rapidly generate budget versus actuals is the best of any CPM software that I have used. The user interface is clean and modern and feels like a big upgrade over Adaptive Planning. Also, the native integration with Quickbooks online worked seamlessly.
Cons
The connection to Google Slides was a bit rough around the edges.
Alternatives Considered
VenaReasons for Switching to OnPlan
OnPlan is a lighter weight product and it felt like something that I could rapidly pickup.OnPlan FAQs
Below are some frequently asked questions for OnPlan.Q. What type of pricing plans does OnPlan offer?
OnPlan offers the following pricing plans:
- Starting from: US$12,500.00/year View Pricing Plans
- Pricing model: Subscription
- Free Trial: Available
OnPlan pricing starts at $12,500 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 (Essentials, Growth, and Growth+). Details seen here: https://onplan.co/pricing/
Q. Who are the typical users of OnPlan?
OnPlan has the following typical customers:
11-50, 51-200, 201-500
Q. What languages does OnPlan support?
OnPlan supports the following languages:
English
Q. Does OnPlan support mobile devices?
OnPlan supports the following devices:
Q. What other apps does OnPlan integrate with?
OnPlan integrates with the following applications:
BambooHR, Google Sheets, HubSpot CRM, Microsoft Excel, NetSuite, QuickBooks Online Advanced, Sage Intacct, Salesforce Sales Cloud, Xero, Zapier
Q. What level of support does OnPlan offer?
OnPlan offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support
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