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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    OnPlan

    Score10 out of 10
    N/ASpreadsheets 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

    Synoptix

    Score7.5 out of 10
    Mid-Size Companies (51-1,000 employees)
    Synoptic provides ERP financial reporting tools and analysis. This solution is designed to deliver real-time data. The vendor’s value proposition is that their solution empowers users to create financial and operational reports with spreadsheet ease of use.N/A
    Pricing
    OnPlanSynoptix
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    OnPlanSynoptix
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    OnPlanSynoptix
    Considered Both Products
    OnPlan
    No answer on this topic
    Synoptix
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    88%
    Would buy again
    7 Answers
    Delivers good value for the price
    No answers on this topic
    83%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    No answers on this topic
    88%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    80%
    Lived up to sales and marketing promises
    4 Answers
    Implementation went as expected
    No answers on this topic
    83%
    Implementation went as expected
    5 Answers
    Features
    OnPlanSynoptix
    BI Standard Reporting
    Comparison of BI Standard Reporting features of OnPlan and Synoptix
    Feature
    OnPlan
    8.7
    1 Ratings
    14% above category average
    Synoptix
    6.0
    5 Ratings
    23% below category average
    Pixel Perfect reports8.01 Ratings5.73 Ratings
    Customizable dashboards10.01 Ratings5.85 Ratings
    Report Formatting Templates8.01 Ratings6.44 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of OnPlan and Synoptix
    Feature
    OnPlan
    9.3
    1 Ratings
    18% above category average
    Synoptix
    7.4
    7 Ratings
    5% below category average
    Drill-down analysis10.01 Ratings7.37 Ratings
    Formatting capabilities10.01 Ratings7.07 Ratings
    Report sharing and collaboration8.01 Ratings8.24 Ratings
    Integration with R or other statistical packages00 Ratings7.03 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of OnPlan and Synoptix
    Feature
    OnPlan
    9.0
    1 Ratings
    13% above category average
    Synoptix
    7.7
    5 Ratings
    3% below category average
    Publish to PDF10.01 Ratings8.45 Ratings
    Report Versioning8.01 Ratings7.63 Ratings
    Publish to Web00 Ratings7.64 Ratings
    Report Delivery Scheduling00 Ratings7.34 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of OnPlan and Synoptix
    Feature
    OnPlan
    8.0
    1 Ratings
    8% above category average
    Synoptix
    6.9
    3 Ratings
    6% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.01 Ratings7.33 Ratings
    Location Analytics / Geographic Visualization00 Ratings6.82 Ratings
    Predictive Analytics00 Ratings6.82 Ratings
    Pattern Recognition and Data Mining00 Ratings6.82 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of OnPlan and Synoptix
    Feature
    OnPlan
    10.0
    1 Ratings
    18% above category average
    Synoptix
    7.6
    6 Ratings
    10% below category average
    Multi-User Support (named login)10.01 Ratings7.36 Ratings
    Role-Based Security Model00 Ratings8.05 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings7.85 Ratings
    Report-Level Access Control00 Ratings7.35 Ratings
    Single Sign-On (SSO)00 Ratings7.86 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of OnPlan and Synoptix
    Feature
    OnPlan
    10.0
    1 Ratings
    31% above category average
    Synoptix
    6.7
    4 Ratings
    9% below category average
    Responsive Design for Web Access10.01 Ratings6.74 Ratings
    Mobile Application00 Ratings6.82 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings6.73 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of OnPlan and Synoptix
    Feature
    OnPlan
    9.2
    1 Ratings
    13% above category average
    Synoptix
    6.6
    8 Ratings
    20% below category average
    Long-term financial planning10.01 Ratings6.06 Ratings
    Financial budgeting10.01 Ratings6.57 Ratings
    Forecasting10.01 Ratings6.64 Ratings
    Scenario modeling8.01 Ratings5.94 Ratings
    Management reporting8.01 Ratings7.88 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of OnPlan and Synoptix
    Feature
    OnPlan
    8.5
    1 Ratings
    5% above category average
    Synoptix
    7.2
    8 Ratings
    12% below category average
    Financial Statement Reporting10.01 Ratings7.28 Ratings
    Management Reporting8.01 Ratings7.78 Ratings
    Excel-based Reporting8.01 Ratings8.07 Ratings
    Automated board and financial reporting8.01 Ratings7.37 Ratings
    XBRL support for regulatory filing00 Ratings5.73 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of OnPlan and Synoptix
    Feature
    OnPlan
    10.0
    1 Ratings
    28% above category average
    Synoptix
    6.5
    6 Ratings
    15% below category average
    Personalized dashboards10.01 Ratings6.46 Ratings
    Cost and profitability analysis10.01 Ratings6.73 Ratings
    Key Performance Indicator setting10.01 Ratings6.73 Ratings
    Color-coded scorecards00 Ratings5.94 Ratings
    KPIs00 Ratings6.73 Ratings
    Benchmarking with external data00 Ratings6.73 Ratings
    Integration
    Comparison of Integration features of OnPlan and Synoptix
    Feature
    OnPlan
    10.0
    1 Ratings
    21% above category average
    Synoptix
    7.4
    6 Ratings
    9% below category average
    Flat file integration10.01 Ratings7.33 Ratings
    Excel data integration10.01 Ratings8.05 Ratings
    Direct links to 3rd-party data sources10.01 Ratings6.96 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of OnPlan and Synoptix
    Feature
    OnPlan
    -
    Ratings
    Synoptix
    7.6
    7 Ratings
    2% below category average
    Financial data consolidation00 Ratings8.26 Ratings
    Journal entries and reports00 Ratings7.03 Ratings
    Multi-currency management00 Ratings7.14 Ratings
    Intercompany Eliminations00 Ratings6.82 Ratings
    Minority Ownership00 Ratings9.12 Ratings
    Local and consolidated reporting00 Ratings7.55 Ratings
    Detailed Audit Trails00 Ratings7.46 Ratings
    Best Alternatives
    OnPlanSynoptix
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    OnPlanSynoptix
    Likelihood to Recommend
    10.0
    (1 ratings)
    7.5
    (18 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.1
    (2 ratings)
    Usability
    -
    (0 ratings)
    7.2
    (7 ratings)
    Support Rating
    -
    (0 ratings)
    9.1
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    OnPlanSynoptix
    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
    Read full review
    Synoptix
    Synoptix has been great for us to allow end users access to the data and information they need to make informed decisions without letting them have full access to all ERP functions. It has also been very easy to create custom reports that meet our needs. It is also nimble enough to create quick reports that are needed with a small turnaround
    Incentivized
    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
    Read full review
    Synoptix
    • Easy report building interface with an query interface that allows financial users the ability to conduct complex queries without difficulty.
    • The ability to create reporting that allows us to review in-depth financial review by drilling down into accounts to find transnational data easily.
    • Easily maintained and monitored with simple upgrade installations and end point installation.
    • Great knowledge base for review and trouble-shooting.
    • Highly knowledgeable and easy to work with staff.
    Incentivized
    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
    Read full review
    Synoptix
    • It has a poor install procedure which is not standard. It almost requires copying folders from an existing computer to the new install.
    • The update process is less than desirable. It seems like Compusoft needs to do a better job of testing before releasing updates.
    • The interface is a bit archaic. It looks more like a program from 20 years ago than one used today.
    Incentivized
    Read full review
    Likelihood to Renew
    OnPlan
    No answers on this topic
    Synoptix
    There is no question that we will continue to use this product for as long as it's available
    Incentivized
    Read full review
    Usability
    OnPlan
    No answers on this topic
    Synoptix
    It didn't take long to learn how it works and has always been easy to navigate and accomplish all that we have needed. Whenever there have been any issues Synopotix has been great to address them in a timely manner and have always been able to resolve the issues we have had
    Incentivized
    Read full review
    Support Rating
    OnPlan
    No answers on this topic
    Synoptix
    Support does not know much about software solutions. As an example, I have struggled for weeks just to set up LDAP that should be fairly simple.
    Incentivized
    Read full review
    Implementation Rating
    OnPlan
    No answers on this topic
    Synoptix
    Good guidance of what steps will halppen.
    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
    Read full review
    Synoptix
    Synoptix is more oriented to users as their own developers. You do not need to understand any sort of coding or languages. If you are working in financials you just need to know your trial balance. The menus and programing are so user friendly the programming is "kinda obvious"
    Incentivized
    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
    Read full review
    Synoptix
    • As a reporting tool it has allowed us to make fact based decisions. We have a significant annual cost with relation to our legacy system and Synoptix provides us with the best tool to mine the data that resides in our legacy system.
    Incentivized
    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.