Name: OnPlan
Rating: 10 (1 reviews)
Author: OnPlan

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Development

Student Management

Education

Business Intelligence (BI)

Collaboration

Emissions Management

Online Notary

Enterprise

Accounting

Anti-Money Laundering (AML)

CTRM

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

API Management

Authorization

Cloud Storage

Component Content Management

Data Deduplication

Data Governance

Fraud Detection

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Load Testing

M2M Application Development

Managed Print

Managed Private Cloud

Managed Public Cloud Infrastructure

Network Performance Monitoring

Output Management

Relational Database Management Systems

Sensitive Data Discovery

Service Virtualization

User Activity Monitoring

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Data Cleansing

Data Management

Digital Experience Intelligence

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Headless eCommerce

Sales Engagement

Sales

Data Loss Prevention

Security Information and Event Management (SIEM)

Security

Banking

Car Rental

Church Management

Home Health Care

Intelligent Document Processing

Retail Execution

Vertical-Specific

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### Financial Planning and Analysis
Users generally believe that OnPlan excels in its financial planning and analysis capabilities, providing robust features for budgeting, forecasting, and financial modeling. The platform's automation, flexibility, and integration capabilities have garnered positive feedback, enabling users to streamline their FP&A processes and make well-informed decisions. While some users may find the platform challenging to adapt to initially, the overall consensus is that OnPlan offers a comprehensive solution for enhancing financial planning and analysis functions within organizations.

### Budgeting and Forecasting
Users generally believe that OnPlan's budgeting and forecasting capabilities are top-notch, providing powerful tools for financial planning and analysis. The platform's advanced features for budgeting and forecasting enable users to streamline processes, automate tasks, and gain valuable insights for decision-making. With its user-friendly interface, customizable dashboards, and robust security measures, OnPlan has become a valuable asset for businesses seeking efficient and accurate budgeting and forecasting solutions.

### Strategic Planning and Execution
Users consistently praise OnPlan for its exceptional strategic planning and execution capabilities. The platform's nuanced approach to financial planning and forecasting has garnered high acclaim, with users highlighting its ability to provide insightful analytics and facilitate strategic decision-making. OnPlan's focus on optimizing resource allocation and project management through robust strategic planning has been a key factor in its positive reception among businesses of varying sizes. The platform's commitment to enhancing strategic outcomes and delivering best results has solidified its reputation as a valuable asset for organizations seeking to drive sustainable growth through effective planning and execution strategies.

### Financial Reporting and Dashboards
Users consistently praise OnPlan's robust financial reporting and dashboard capabilities. The platform's financial reporting tools are lauded for their ability to generate accurate forecasts and provide valuable insights for decision-making. Additionally, users appreciate the customizable dashboards that allow for easy visualization of financial data and the identification of potential risks and opportunities. While some users note limitations in integration with other tools, the overall sentiment remains positive towards OnPlan's financial reporting and dashboard functionalities.

### Predictive Analytics and Insights
Users consistently highlight OnPlan's predictive analytics and insights as a standout feature, emphasizing its ability to provide valuable foresight and strategic guidance. The platform's predictive analytics tools are commended for their role in facilitating data-driven decision-making and enhancing overall business intelligence. Reviewers appreciate the depth of insights generated by OnPlan's predictive analytics capabilities, noting their contribution to improved forecasting accuracy and informed decision-making processes.

### Decision Support and Scenario Analysis
Users generally praise OnPlan for its robust decision support and scenario analysis capabilities. The platform's ability to generate accurate forecasts, model different scenarios, and provide insightful analytics has been a key highlight for many users. While some users find room for improvement in terms of user-friendliness, the overall consensus is that OnPlan excels in facilitating informed decision-making through its advanced decision support and scenario analysis functionalities. The platform's integration capabilities, collaboration features, and customizable options contribute to its effectiveness in helping users navigate through various scenarios and make strategic decisions with confidence.

### Resource and Project Management
Users consistently praise OnPlan's budgeting and forecasting capabilities. When it comes to resource and project management, reviewers highlight OnPlan's effectiveness in facilitating strategic resource allocation and project decision-making. The platform's ability to streamline budgeting and forecasting processes contributes significantly to enhancing operational efficiency and supporting long-term growth. Users appreciate how OnPlan enables them to track income and expenses, monitor trends, and make informed resource allocation plans across different departments or businesses. Additionally, OnPlan's intuitive user interface promotes productivity and collaboration among team members, further solidifying its value in resource and project management.

### Collaboration and Team Workflows
Users consistently praise OnPlan's collaboration and team workflows capabilities. The platform's integration and collaboration features are highlighted as key strengths, facilitating seamless data integration, real-time collaboration, and efficient workflow management. Reviewers emphasize that OnPlan's tools promote cohesive collaboration among team members, enhancing operational efficiency and supporting better decision-making processes. Additionally, users appreciate the platform's intuitive interface, which fosters productivity and teamwork within organizations.

Long Implementation Process: According to one user, the full implementation of OnPlan has taken longer than expected due to the adjustments required for multi-dimensional database compatibility. While this may be a minor drawback, it is important to note that the extra time invested in the implementation process can lead to a more tailored and effective solution for organizations.

Lack of Integration with QuickBooks Desktop: Some users have mentioned that they were disappointed by the lack of automatic integration with QuickBooks Desktop. However, they expressed their excitement about the future integration with NetSuite, which indicates potential improvements in integrating with other popular accounting software.

May Not Accommodate Complex Financial Models: It has been noted by reviewers that OnPlan might not be able to accommodate every possible scenario or use case, making it potentially unsuitable for organizations with very complex financial models or requirements. While OnPlan offers robust financial modeling capabilities, users dealing with intricate financial scenarios may need additional customization options or more advanced features specifically designed for complex models.

Easy to navigate: Users have found OnPlan to be user-friendly and intuitive, with a shallow learning curve that makes it easy for their teams to adapt. They appreciate the seamless integration with GSheets and the powerful value it provides through its database and direct connections to platforms like NetSuite, Salesforce, and BambooHR.

Effortless model updates: Users like that they can effortlessly update their models directly in GSheets without any concerns about compatibility with OnPlan. This feature allows them to easily make changes such as funding delays or employee allocations.

Tailored for non-profit organizations: OnPlan is particularly beneficial for non-profit organizations as it enables planning by project/program and fund, which is essential for their operations.

Budgyt is a dynamic FP&A platform that simplifies budgeting, forecasting, and reporting. It offers a single source of truth for CFOs and finance teams to integrate financials, streamline processes, and manage multiple departments.

Budgyt

On premise Install

Cloud Planning

Kepion Planning

OnPlan

Corporate Performance Management (CPM) software provides a unified platform for strategic and financial planning. They are able to integrate budgeting, forecasting, and reporting with analytics to drive data-informed decisions. CPM solutions also help organizations optimize performance by linking operational and financial data. Explore user reviews and comparisons to find the best CPM software for your business objectives.

Corporate Performance Management (CPM)

Likelihood to Recommend

BI Standard Reporting

Ad-hoc Reporting

Report Output and Scheduling

Data Discovery and Visualization

Access Control and Security

Mobile Capabilities

Budgeting, Planning, and Forecasting

Financial Reporting and Compliance

Analytics and Reporting

Integration

Pixel Perfect reports

Customizable dashboards

Report Formatting Templates

Drill-down analysis

Formatting capabilities

Report sharing and collaboration

Publish to PDF

Report Versioning

Pre-built visualization formats (heatmaps, scatter plots etc.)

Multi-User Support (named login)

Responsive Design for Web Access

Long-term financial planning

Financial budgeting

Forecasting

Scenario modeling

Management reporting

Financial Statement Reporting

Management Reporting

Excel-based Reporting

Automated board and financial reporting

Personalized dashboards

Cost and profitability analysis

Key Performance Indicator setting

Flat file integration

Excel data integration

Direct links to 3rd-party data sources

Get started fast – import your Excel or Google Sheets financial model.

No need to learn a new system — OnPlan uses the Excel formulas and syntax you love.

Generate scenarios and drill into variances. Create new what-if scenarios in seconds, and visualize variances with one click.

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Combining actuals and budgets, rolling forecasts, driver-based models.

Financial or operational modeling of alternate future states and planning for each.

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

Financial data consolidation

Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

Journal entries and reports

Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.

Multi-currency management

Ability to handle foreign currency conversions during consolidation.

Intercompany Eliminations

Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

Minority Ownership

Consolidate financials full or partial ownership of subsidiaries, equity pick-up.

Local and consolidated reporting

Ability to report against individual business entities and the consolidated umbrella entity.

Detailed Audit Trails

Tracing changes to data and processes that were run.

Financial statements and regulatory filings

Creation and production of balance sheets, income statements, cash flows, other schedules

OnPlan

Overview

What is OnPlan?