OnPlan

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
OnPlan	Score 10.0 out of 10	N/A	Spreadsheets are widely used for planning because of their flexibility and familiarity. With OnPlan, users get access to visualization capabilities, integrations, and collaboration features, in a solution designed to give the run-of-the-mill spreadsheet model more power. OnPlan integrates with dozens of data sources, including Netsuite, Quickbooks, Salesforce, ADP, and also existing spreadsheets – allowing the user to make important business decisions leveraging a single source of…	N/A

Pricing

OnPlan

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
OnPlan
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

—

More Pricing Information

Community Pulse
	OnPlan
Considered Both Products	OnPlan JO Joe Oest VP of Finance Chose OnPlan OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model. Incentivized Helpful?

Features

OnPlan

BI Standard Reporting

Comparison of BI Standard Reporting features of Product A and Product B
	OnPlan 8.7 1 Ratings 13% above category average
Pixel Perfect reports	8.01 Ratings
Customizable dashboards	10.01 Ratings
Report Formatting Templates	8.01 Ratings

Ad-hoc Reporting

Comparison of Ad-hoc Reporting features of Product A and Product B
	OnPlan 9.3 1 Ratings 14% above category average
Drill-down analysis	10.01 Ratings
Formatting capabilities	10.01 Ratings
Report sharing and collaboration	8.01 Ratings

Report Output and Scheduling

Comparison of Report Output and Scheduling features of Product A and Product B
	OnPlan 9.0 1 Ratings 9% above category average
Publish to PDF	10.01 Ratings
Report Versioning	8.01 Ratings

Data Discovery and Visualization

Comparison of Data Discovery and Visualization features of Product A and Product B
	OnPlan 8.0 1 Ratings 4% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)	8.01 Ratings

Access Control and Security

Comparison of Access Control and Security features of Product A and Product B
	OnPlan 10.0 1 Ratings 15% above category average
Multi-User Support (named login)	10.01 Ratings

Mobile Capabilities

Comparison of Mobile Capabilities features of Product A and Product B
	OnPlan 10.0 1 Ratings 27% above category average
Responsive Design for Web Access	10.01 Ratings

Budgeting, Planning, and Forecasting

Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
	OnPlan 9.2 1 Ratings 11% above category average
Long-term financial planning	10.01 Ratings
Financial budgeting	10.01 Ratings
Forecasting	10.01 Ratings
Scenario modeling	8.01 Ratings
Management reporting	8.01 Ratings

Financial Reporting and Compliance

Comparison of Financial Reporting and Compliance features of Product A and Product B
	OnPlan 8.5 1 Ratings 5% above category average
Financial Statement Reporting	10.01 Ratings
Management Reporting	8.01 Ratings
Excel-based Reporting	8.01 Ratings
Automated board and financial reporting	8.01 Ratings

Analytics and Reporting

Comparison of Analytics and Reporting features of Product A and Product B
	OnPlan 10.0 1 Ratings 21% above category average
Personalized dashboards	10.01 Ratings
Cost and profitability analysis	10.01 Ratings
Key Performance Indicator setting	10.01 Ratings

Integration

Comparison of Integration features of Product A and Product B
	OnPlan 10.0 1 Ratings 18% above category average
Flat file integration	10.01 Ratings
Excel data integration	10.01 Ratings
Direct links to 3rd-party data sources	10.01 Ratings

Best Alternatives
	OnPlan
Small Businesses	No answers on this topic
Medium-sized Companies	Centage Score 9.4 out of 10
Enterprises	OneStream Score 9.0 out of 10
All Alternatives	View all alternatives

User Ratings
	OnPlan
Likelihood to Recommend	10.0 (1 ratings)

User Testimonials
	OnPlan
Likelihood to Recommend	OnPlan OnPlan is well suited for finance teams looking to maintain control of their corporate/financial models. Every model can be exported to Excel. In particular, for early-stage to mid-stage companies, OnPlan provides a powerful and inexpensive solution that allows for automation and customization. Another strong argument for OnPlan is their experienced CSM/IM team that helps to build the first model and acts as a sounding board with insights to improve the models. OnPlan might be less powerful for large organizations operating across multiple divisions, countries, and entities as this requires sophisticated consolidation processes and standardization, which might be difficult to maintain with OnPlan. Implementations depending on complexity can take longer due to the customization options and plethora of options to make models more accurate. Incentivized JO Joe Oest VP of Finance Read full review
Pros	OnPlan Integration with QBO and SFDC Integration with Google sheets and presentations User friendly and polished UE Easy Excel like syntax for modelling Flexibility to create custom formulas User roles and permissions Handling of fiscal year vs. calendar as well as switching between monthly/quarterly views Incentivized JO Joe Oest VP of Finance Read full review
Cons	OnPlan Chart library or templates to quickly create polished Google charts More collaboration features for comments and questions to team members Incentivized JO Joe Oest VP of Finance Read full review
Alternatives Considered	OnPlan OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model. Incentivized JO Joe Oest VP of Finance Read full review
Return on Investment	OnPlan More cost control More accurate forecasts / reducing of forecasting errors More accurate accounting close / detection of erroneous GL entries Time savings to update financial model / forecasts Time savings to create BvA reports Incentivized JO Joe Oest VP of Finance Read full review
ScreenShots	OnPlan Screenshots