OnPlan vs. Planful

Overview
ProductRatingMost Used ByProduct SummaryStarting 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…
$7,500
flat rate, per year
Planful
Score 8.5 out of 10
Enterprise companies (1,001+ employees)
Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
Pricing
OnPlanPlanful
Editions & Modules
Standard
$7500
flat rate, per year
No answers on this topic
Offerings
Pricing Offerings
OnPlanPlanful
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
OnPlanPlanful
Considered Both Products
OnPlan
Chose OnPlan
OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model.
Planful

No answer on this topic

Top Pros
Top Cons
Features
OnPlanPlanful
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
OnPlan
8.7
1 Ratings
7% above category average
Planful
7.8
32 Ratings
3% below category average
Pixel Perfect reports8.01 Ratings8.414 Ratings
Customizable dashboards10.01 Ratings7.428 Ratings
Report Formatting Templates8.01 Ratings7.626 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
OnPlan
9.3
1 Ratings
11% above category average
Planful
7.9
59 Ratings
5% below category average
Drill-down analysis10.01 Ratings8.657 Ratings
Formatting capabilities10.01 Ratings7.258 Ratings
Report sharing and collaboration8.01 Ratings7.854 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
OnPlan
9.0
1 Ratings
10% above category average
Planful
7.5
47 Ratings
9% below category average
Publish to PDF10.01 Ratings7.843 Ratings
Report Versioning8.01 Ratings6.027 Ratings
Publish to Web00 Ratings7.112 Ratings
Report Delivery Scheduling00 Ratings9.230 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
Planful
6.3
22 Ratings
19% below category average
Pre-built visualization formats (heatmaps, scatter plots etc.)8.01 Ratings6.215 Ratings
Predictive Analytics00 Ratings6.518 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
OnPlan
10.0
1 Ratings
14% above category average
Planful
9.1
58 Ratings
4% above category average
Multi-User Support (named login)10.01 Ratings9.652 Ratings
Role-Based Security Model00 Ratings8.950 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.951 Ratings
Report-Level Access Control00 Ratings8.09 Ratings
Single Sign-On (SSO)00 Ratings9.943 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
OnPlan
10.0
1 Ratings
22% above category average
Planful
7.4
25 Ratings
8% below category average
Responsive Design for Web Access10.01 Ratings7.423 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.515 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
OnPlan
9.2
1 Ratings
10% above category average
Planful
8.7
106 Ratings
4% above category average
Long-term financial planning10.01 Ratings8.793 Ratings
Financial budgeting10.01 Ratings9.0105 Ratings
Forecasting10.01 Ratings8.798 Ratings
Scenario modeling8.01 Ratings8.085 Ratings
Management reporting8.01 Ratings9.1102 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
OnPlan
8.5
1 Ratings
3% above category average
Planful
8.1
106 Ratings
2% below category average
Financial Statement Reporting10.01 Ratings8.589 Ratings
Management Reporting8.01 Ratings9.199 Ratings
Excel-based Reporting8.01 Ratings8.398 Ratings
Automated board and financial reporting8.01 Ratings7.672 Ratings
XBRL support for regulatory filing00 Ratings7.13 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
OnPlan
10.0
1 Ratings
22% above category average
Planful
7.2
61 Ratings
11% below category average
Personalized dashboards10.01 Ratings7.553 Ratings
Cost and profitability analysis10.01 Ratings9.441 Ratings
Key Performance Indicator setting10.01 Ratings7.431 Ratings
Color-coded scorecards00 Ratings7.231 Ratings
KPIs00 Ratings8.540 Ratings
Benchmarking with external data00 Ratings3.18 Ratings
Integration
Comparison of Integration features of Product A and Product B
OnPlan
10.0
1 Ratings
18% above category average
Planful
7.8
97 Ratings
7% below category average
Flat file integration10.01 Ratings9.669 Ratings
Excel data integration10.01 Ratings7.789 Ratings
Direct links to 3rd-party data sources10.01 Ratings5.964 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
OnPlan
-
Ratings
Planful
7.6
79 Ratings
6% below category average
Financial data consolidation00 Ratings9.671 Ratings
Journal entries and reports00 Ratings8.454 Ratings
Multi-currency management00 Ratings8.047 Ratings
Intercompany Eliminations00 Ratings7.646 Ratings
Minority Ownership00 Ratings4.523 Ratings
Local and consolidated reporting00 Ratings7.557 Ratings
Detailed Audit Trails00 Ratings7.856 Ratings
Best Alternatives
OnPlanPlanful
Small Businesses
IBM Planning Analytics
IBM Planning Analytics
Score 8.4 out of 10
IBM Planning Analytics
IBM Planning Analytics
Score 8.4 out of 10
Medium-sized Companies
Centage
Centage
Score 9.6 out of 10
Centage
Centage
Score 9.6 out of 10
Enterprises
Oracle Fusion Cloud ERP
Oracle Fusion Cloud ERP
Score 8.2 out of 10
Oracle Fusion Cloud ERP
Oracle Fusion Cloud ERP
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
OnPlanPlanful
Likelihood to Recommend
10.0
(1 ratings)
8.7
(115 ratings)
Likelihood to Renew
-
(0 ratings)
8.3
(18 ratings)
Usability
-
(0 ratings)
8.2
(17 ratings)
Availability
-
(0 ratings)
8.2
(4 ratings)
Performance
-
(0 ratings)
7.7
(2 ratings)
Support Rating
-
(0 ratings)
7.8
(18 ratings)
In-Person Training
-
(0 ratings)
6.4
(2 ratings)
Online Training
-
(0 ratings)
8.2
(1 ratings)
Implementation Rating
-
(0 ratings)
2.3
(7 ratings)
Configurability
-
(0 ratings)
8.2
(2 ratings)
Ease of integration
-
(0 ratings)
5.5
(1 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Vendor post-sale
-
(0 ratings)
7.8
(3 ratings)
Vendor pre-sale
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
OnPlanPlanful
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.
Read full review
Planful
Planful makes it very easy to roll forward forecasts and conduct scenario analyses. I'm also a big fan of their reporting and how easy it is to distribute a report burst to satisfy all the needs and questions of our SLT. Lastly, their latest developments in the AI space make it easy to quickly identify outlier projections.
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
Read full review
Planful
  • Creating forecasts for the month, quarter, and year
  • Creating new variables by using variables pre-defined and that are new in the system
  • Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
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
Read full review
Planful
  • Multiple currency calculations/ consolidations support IFRS accounting
  • Ability to inactivate old data dimensions
  • Reporting - Need ability to expand all/collapse all lines easily
  • Reporting - Formula exceptions added to a report do not update when information is revised.
  • Automatic Sandbox refreshes initiated by Planful - When Planful does an automatic refresh of the sandbox environment, it copies any Boomi/integration connections.
  • Limited to 8 data dimensions in core application
  • Add more API connectors to make data integration easier
  • ability to transfer sandbox tests to production environment
Read full review
Likelihood to Renew
OnPlan
No answers on this topic
Planful
Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
Read full review
Usability
OnPlan
No answers on this topic
Planful
Planful is very easy to use for end users. The budget templates can be customized to meet the business needs. They just released business user experience functionality which you to take a complicated budget template and filter it down to meet departmental needs to avoid sending more lines than needed
Read full review
Reliability and Availability
OnPlan
No answers on this topic
Planful
I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
Read full review
Performance
OnPlan
No answers on this topic
Planful
Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
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Support Rating
OnPlan
No answers on this topic
Planful
Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
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In-Person Training
OnPlan
No answers on this topic
Planful
We got little training on the tool after implementation. Did a lot of "trial by fire" learning about Planful. I don't think RSM really provided us all the details we needed to understand the tool and to know what we needed to train on. I don't know we knew enough about the tool to even ask the right questions and then they left and we used Planful support a lot.
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Online Training
OnPlan
No answers on this topic
Planful
A few years ago I participated in a lot of their online learning. Their references have grown over the years and continue to get better and better. We use it throughout the year to update the information we hold internally for documentation and to educate ourselves on all of the new release notes and features within Planful.
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Implementation Rating
OnPlan
No answers on this topic
Planful
After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
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Alternatives Considered
OnPlan
OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model.
Read full review
Planful
Planful seems to do a better job of pulling things in a format that is more understandable to an accounting-minded person, whereas the other platforms seem more focused on operations. From a detail perspective, Planful provides more powerful and complete data, in my experience. When using a platform for financial planning and budgeting, the details are critical and the ability to match the GL structure and pull full P&L data has been a big improvement from Qlik, which we used previously.
Read full review
Scalability
OnPlan
No answers on this topic
Planful
I give this rating simply because I have first-hand knowledge of the scalability of Planful when working across departments in our company that use different financial systems. We have one team on InEight and another using SAP. When we implemented it, we only customized the system to accommodate one of these financial platforms, but when we considered expanding the use of Planful to other departments, we were able to make the necessary adjustments to accommodate our needs.
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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
Read full review
Planful
  • We have saved a large amount of time on reports that we previously manually compiled in Excel via MS Dynamics. Planful was linked to Dynamics through automatically scheduled DLR's, reports were created, and now our manual processes are as simple as accessing and refreshing a report.
  • Dashboards have improved our budgeting process specifically with our production leaders as they can visualize their P&L's, their current actuals, current budget, and see where they are forecasting with their proposed budget for the next year
  • With the use of templates, structured planning, and the Simulation Engine, it has added a lot of value and automation to our annual budget process, allowing for plug-and-play type data loading and viewing various scenarios easily
Read full review
ScreenShots

OnPlan Screenshots

Screenshot of Get started fast – import your Excel or Google Sheets financial model.Screenshot of No need to learn a new system — OnPlan uses the Excel formulas and syntax you love.Screenshot of Generate scenarios and drill into variances. Create new what-if scenarios in seconds, and visualize variances with one click.

Planful Screenshots

Screenshot of Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of Capacity Planning TemplateScreenshot of Integrations