OnPlan

Score10 out of 10

1 Reviews and Ratings

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.

Categories & Use Cases

Media

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.

1 / 3

Customizable dashboards
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
Category average: 7.3
Drill-down analysis
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
Category average: 8.2
Formatting capabilities
Ability to format output e.g. conditional formatting, lines, headers, footers.
Category average: 7.8

Management Reporting
Tools facilitating creation of internal ad hoc or standard reports.
Category average: 8.5
Excel-based Reporting
Ad hoc or formatted reports using MS Excel.
Category average: 8.2
Automated board and financial reporting
Tools to help automate creation of regulatory reports such as SEC filings and board books.
Category average: 8.1

Joe Oest

VP of Finance in Finance and Accounting at Welkin Health, Inc. (11-50 employees employees)

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:

<ul><li>Financial planning and budgeting</li><li>Controlling of accounting quality - detection of erroneous GL entries</li><li> Scenario planning for investment decisions</li><li> Board deck and investor reporting (variance analysis)</li></ul>

Pros

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