TrustRadius Insights
Easy to navigate: Users have found OnPlan to be user-friendly and intuitive, with a shallow learning curve that makes it easy for their …
Starting at $7,500 flat rate, per year
View PricingOverview
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…
Recent Reviews
Pricing
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
Product Details
- About
- Integrations
- Competitors
- Tech 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.
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
OnPlan Integrations
OnPlan Competitors
OnPlan Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Languages | English |
Comparisons
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Reviews and Ratings
(1)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
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.
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.
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
February 04, 2022
OnPlan: an essential tool in your finance tech stack
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)
- 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
92%
9.2
N/A
N/A
85%
8.5
100%
10.0
100%
10.0
86.66666666666666%
8.7
93.33333333333334%
9.3
90%
9.0
80%
8.0
100%
10.0
100%
10.0
- 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
OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model.