OnPlan vs. Solver

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

We have multiple departments where they use different sources and application to reports. Solver provided us with this solution in forms of Web portal reporting, which can be accessed across the Whole company, which reduces the number of reports significantly and uniformity. One reporting application through a single source. Our budgeting process is unique last year we had many account executives shuffled, which made very complex for us to reassign accounts and budget for their sales. with complex Budgeting templates, it was not easy anyway. We had to rework our template through 4 revisions

Incentivized

• 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

• Ability to combine different information into one report.
• Report building is similar to excel, which makes for easier use.
• Current information is always pulled.

Incentivized

• Chart library or templates to quickly create polished Google charts
• More collaboration features for comments and questions to team members

Incentivized

• Real-time data for reporting is not available when you get it from the warehouse.
• Not compatible with Google Chrome.
• Lack of version and source control for reports on the Web portal.

Incentivized

OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model.

Incentivized

Since more employees other than accounting employees will be using BI360, it is more user friendly than other report builders.

Incentivized

• 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

• BI360 has made getting information to management much easier.
• BI360 makes compiling information to make reports much easier.
• Since BI360 is capable of so many reports, our company uses it for more than financial purposes.

Incentivized