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OnPlan: an essential tool in your finance tech stack
February 04, 2022

OnPlan: an essential tool in your finance tech stack

Joe Oest | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnPlan

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
  • 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.

Do you think OnPlan delivers good value for the price?

Yes

Are you happy with OnPlan's feature set?

Yes

Did OnPlan live up to sales and marketing promises?

Yes

Did implementation of OnPlan go as expected?

Yes

Would you buy OnPlan again?

Yes

Gusto, Airbase, Carta (formerly eShares)
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

9.2
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
8
Management reporting
8
Consolidation and Close ()
Not Rated
8.5
Financial Statement Reporting
10
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
8
10.0
Personalized dashboards
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
10.0
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
8.7
Pixel Perfect reports
8
Customizable dashboards
10
Report Formatting Templates
8
9.3
Drill-down analysis
10
Formatting capabilities
10
Report sharing and collaboration
8
9.0
Publish to PDF
10
Report Versioning
8
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
10.0
Multi-User Support (named login)
10
10.0
Responsive Design for Web Access
10