OnPlan

OnPlan

Score 10.0 out of 10
OnPlan

Overview

What is OnPlan?

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...

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Recent Reviews

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Pricing

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Standard

$7500

Cloud
flat rate, per year

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://onplan.co/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Details

What is OnPlan?

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 truth. OnPlan users are able to create scenarios in seconds and analyze variances with the click of a button, gathering insights in real time to fuel quicker decision making.

The vendor states that static planning tools are not flexible enough to deal with the rapid change in business today. For a business to thrive, it needs a tool that can evolve with it, continuing to provide real time insights to drive future growth.

OnPlan Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to PDF
  • Supported: Report Versioning

Data Discovery and Visualization Features

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

Access Control and Security Features

  • Supported: Multi-User Support (named login)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access

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.

OnPlan Integrations

OnPlan Competitors

OnPlan Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

 (1)

Reviews

(1-1 of 1)
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February 04, 2022

OnPlan: an essential tool in your finance tech stack

JO
Joe Oest
VP of Finance
Welkin Health, Inc. (Computer Software, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
OnPlan is our single source of truth for all financial data points and metrics such as cost of a particular vendor (incl. history), cash, runway, CAC, ARR, churn rates, FTE costs, etc. In addition, we use OnPlan for the following:
  • Financial planning and budgeting
  • Controlling of accounting quality - detection of erroneous GL entries
  • Scenario planning for investment decisions
  • Board deck and investor reporting (variance analysis)
Pros and Cons
  • 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
  • Chart library or templates to quickly create polished Google charts
  • More collaboration features for comments and questions to team members
Likelihood to Recommend
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.
OnPlan Feature Ratings
Budgeting, Planning, and Forecasting (5)
92%
9.2
Long-term financial planning
100%
10.0
Financial budgeting
100%
10.0
Forecasting
100%
10.0
Scenario modeling
80%
8.0
Management reporting
80%
8.0
Consolidation and Close
N/A
N/A
Financial Reporting and Compliance (4)
85%
8.5
Financial Statement Reporting
100%
10.0
Management Reporting
80%
8.0
Excel-based Reporting
80%
8.0
Automated board and financial reporting
80%
8.0
Analytics and Reporting (3)
100%
10.0
Personalized dashboards
100%
10.0
Cost and profitability analysis
100%
10.0
Key Performance Indicator setting
100%
10.0
Integration (3)
100%
10.0
Flat file integration
100%
10.0
Excel data integration
100%
10.0
Direct links to 3rd-party data sources
100%
10.0
BI Standard Reporting (3)
86.66666666666666%
8.7
Pixel Perfect reports
80%
8.0
Customizable dashboards
100%
10.0
Report Formatting Templates
80%
8.0
Ad-hoc Reporting (3)
93.33333333333334%
9.3
Drill-down analysis
100%
10.0
Formatting capabilities
100%
10.0
Report sharing and collaboration
80%
8.0
Report Output and Scheduling (2)
90%
9.0
Publish to PDF
100%
10.0
Report Versioning
80%
8.0
Data Discovery and Visualization (1)
80%
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Access Control and Security (1)
100%
10.0
Multi-User Support (named login)
100%
10.0
Mobile Capabilities (1)
100%
10.0
Responsive Design for Web Access
100%
10.0
Return on Investment
  • 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
Alternatives Considered
OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model.
Other Software Used
Gusto, Airbase, Carta (formerly eShares)
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