Sobre OnPlan

OnPlan is a financial planning application designed to help small to midsize businesses streamline sales forecasting and budgeting operations using financial models. The platform uses synchronization capabilities to implement Excel formulas during model preparations and export prepared forecasts into spreadsheets to share with stakeholders.

Key features of OnPlan include permission management, predefined dashboards, forecasting, benchmarking, and scenario planning. Businesses can use the application to create reports based on budgeted vs. actual metrics and what-if scenarios and use dropdowns, long text notes, checkboxes, and formulas to organize content during modeling. It also lets administrators provide read or write access or specify roles or permissions to improve collaboration among team members.

OnPlan facilitates integration with several third-party applications including Xero, Google Analytics, Zapier, Pipedrive, QuickBooks, Microsoft Excel, Salesforce, and Google Sheets. FP&A teams can use OnPlan to create rolling forecasts using variance analysis and compare various inputs and outputs across scenarios through charting capabilities.

Dispositivos

Tamaño de la empresa

P M G

Imágenes

OnPlan benchmarking
OnPlan reports and calculations
OnPlan structured content types
Ver 4 más
Vídeo de OnPlan
Captura de pantalla de OnPlan: OnPlan benchmarking Captura de pantalla de OnPlan: OnPlan reports and calculations Captura de pantalla de OnPlan: OnPlan structured content types

Funciones

Funcionalidades totales de OnPlan: 66

  • Análisis ad hoc
  • Análisis cualitativo
  • Análisis cuantitativo
  • Análisis de correlaciones
  • Análisis de evolución de ventas
  • Análisis de rentabilidad
  • Análisis estadístico
  • Análisis financiero
  • Análisis predictivo
  • Análisis visual
  • Arrastrar y soltar
  • Balance contable y cuadro de resultados
  • Benchmarking
  • Captura y transferencia de datos
  • Conectores de datos
  • Consolidación/Roll-Up
  • Contabilidad de los proyectos
  • Control de procesos empresariales
  • Control de versiones
  • Controles o permisos de acceso
  • Creación de hojas de ruta
  • Creación de informes ad hoc
  • Creación de informes de autoservicio
  • Creación de informes de excepción
  • Creación de informes financieros
  • Creación de informes y estadísticas
  • Creación de paneles de comunicaciones
  • Declaración de ganancias/pérdidas
  • Definición y seguimiento de objetivos
  • Escenarios hipotéticos
  • Formularios de evaluación (scorecards)
  • Gestión de gastos
  • Gestión de metadatos
  • Gestión de recursos
  • Gestión de tesorería
  • Herramientas de colaboración
  • Importación y exportación de datos
  • Indicadores claves de rendimiento
  • Indicadores de tendencia/problemas
  • Informes de ventas
  • Integración de QuickBooks
  • Libro general
  • Modelado dinámico
  • Modelado y simulación
  • Multidepartamento/proyecto
  • Métricas de rendimiento
  • Panel de actividades
  • Panel de comunicaciones
  • Panel de control personalizable
  • Para organizaciones sin ánimo de lucro
  • Plan de cuentas
  • Planificación de escenarios
  • Planificación estratégica
  • Presentación gráfica de datos
  • Presupuestos/previsiones
  • Previsión
  • Previsión de ventas
  • Proyecciones
  • Publicación y uso compartido
  • Registro de auditoría
  • Seguimiento de hitos
  • Sincronización de datos
  • Supervisión KPI
  • Varias divisas
  • Varias empresas
  • Visualización de datos

Alternativas

Adaptive Planning

4.5
#1 alternativa a OnPlan
Adaptive Insights, una empresa de Workday, es un software líder de elaboración de presupuestos, pronósticos e informes...

Prophix

4.6
#2 alternativa a OnPlan
Prophix permite a las organizaciones automatizar e integrar sus actividades de planificación, confección de...

Vena

4.4
#3 alternativa a OnPlan
Vena es un software de gestión del rendimiento corporativo (CPM) basado en la nube con funciones de elaboración de...

Kepion

4.6
#4 alternativa a OnPlan
Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting,...

Opiniones

Calificación general

4.9 /5
(12)
Relación calidad-precio
5/5
Funciones
4.8/5
Facilidad de uso
5/5
Asistencia al cliente
5/5

¿Ya tienes OnPlan?

¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.

¡Escribe una reseña!
Mostrando 5 opiniones de 12
Sumeet M.
Calificación general
  • Sector: Salud, bienestar y deporte
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Semanalmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Starting off to use

Revisado el 21/8/2020

[SENSITIVE CONTENT HIDDEN] and his team have been great in following up with details and reach out....

[SENSITIVE CONTENT HIDDEN] and his team have been great in following up with details and reach out. We have started in the onboarding process which is the input parameter of the setup. More they do the heavy lifting - I send them a baseline business model and then they interview a lot of questions that gets placed into the model themselves. So this process has been quite interactive.

Puntos a favor

[SENSITIVE CONTENT HIDDEN] and his team have been great in creating this solution for automated spreadsheets on the fly and also CFO like resources on a dashboard. I look forward to using this prominently as we continue to grow and eventually have this automated as planned thus making a CEO's life a lot easier. One thing I hate doing is updating spreadsheets even with a static template. This solution will be dynamic and ultimately make things more efficient for us accordingly.

Puntos en contra

Too early to tell as we are about to use it in more detail in the coming weeks.

Amro Q.
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Robust Financial Reporting Platform

Revisado el 28/8/2020

We wanted to peroform monthly BVA variance analysis and be able to track ALL updates in our...

We wanted to peroform monthly BVA variance analysis and be able to track ALL updates in our financial model in one place and Onplan was a perfect solution to our objective function.

Puntos a favor

From day one the team at On plan assigned us with a technical [SENSITIVE CONTENT HIDDEN] who helped us set up our QuickBooks in a matter of seconds.

Onplan allowed us to integrate our financial reporting with our CRM platforms (Hubspot) and GUSTO (Payroll) very efficiently

The platform connected to our google sheet and excel models seamlessly and we took control of our financial planning, analysis, and reporting

The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place

Puntos en contra

Overall the product is 5-star AA+ and the team at onplan managed to update certain formatting features that we requested very fast

Usuario verificado
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Semanalmente durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

This is a "must have" piece of software for any one using spreadsheets

Revisado el 6/8/2020

Excellent. [SENSITIVE CONTENT HIDDEN] and his team have been extraordinarily helpful and...

Excellent. [SENSITIVE CONTENT HIDDEN] and his team have been extraordinarily helpful and accommodating for our needs.

Puntos a favor

The OnPlan interface is truly solving for us the most nagging problems of spreadsheets. It allows us to have the best of both worlds: with OnPlan, we maintain the flexibility of spreadsheets, but without some of the major pains. Unlike other systems where the possibilities of configuring the financial reporting and financial modeling remained limited or extremely cumbersome, using OnPlan we are able to configure the data to meet exactly our clients’ evolving business needs, and yet our clients no longer have to dive into the sausage making of our spreadsheets - unless they choose to!
As a result, we are able to help our clients much more easily integrate finance into their decision making.
By putting them on OnPlan, not only can they gain easier visibility into their actual financial performance, they are also able to run multiple forward looking scenarios- mostly by themselves!

Puntos en contra

Like any new software, OnPlan is quickly evolving and continuously improving, therefore not all their functionalities are fully developed yet. So we appreciate the dedication of OnPlan’s service team, to help us get the results we need for our clients, even when some of our requests are still on OnPlan development roadmap...

Tetyana G.
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 10,000+ empleados
  • Software usado Semanalmente durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great Tool for Rapid Implementation

Revisado el 21/8/2020

We implemented OnPlan to build a budget and rolling forecast for a division within a larger...

We implemented OnPlan to build a budget and rolling forecast for a division within a larger company. I was impressed wtih the granularity of user permissions and acess, the change logs and the what-if scenario forecasting.

Puntos a favor

OnPlan sets a new benchmark for ease of implementation and time to value. I was on a team that implemented OnPlan for a division in a well know SaaS company. The beauty of OnPlan is that it allows a user to take an existing Excel financial model and ingest it without changing the logic. Our time of implementation was three weeks from start to finish rather than the six months that is typical of heavier ERP systems.

Puntos en contra

There are a couple of UX/UI things that I think can be smoothed out, but overall a very polished software.

Ethan L.
Calificación general
  • Sector: Dispositivos médicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Game Changer - Easily See the Future

Revisado el 25/8/2020

OnPlan has enabled me to quickly see the impact of various decisions. It even lets me create...

OnPlan has enabled me to quickly see the impact of various decisions. It even lets me create several scenarios to input the variables related to different decisions. This enables me to compare various courses of action side-by-side. In my old Excel model, I would have to create copies of my workbooks, deal with versioning, and then input the same data in multiple worksheets (eg. reflecting pay increases in all the worksheets). OnPlan gives me better visualization without the hassle of multiple Excel workbooks.

Puntos a favor

The data visualizations are excellent. I can change a few revenue or expense variables (or both) and immediately see the impact to key metrics. The model ensures that the analytics are correct and I don't have to worry about an Excel cell somewhere deep in my old model throwing the whole thing off.

Puntos en contra

I don't have the time or skills to make changes to my model so sometimes I rely on OnPlan's staff to adjust it. However, their staff is extremely knowledgeable about SaaS financials and metrics and is all over it when I need something, including the [SENSITIVE CONTENT HIDDEN].

Mostrando 5 opiniones de 12 Todas las opiniones

Preguntas frecuentes sobre OnPlan

He aquí algunas preguntas frecuentes sobre OnPlan.

OnPlan ofrece los siguientes planes de precios:

  • A partir de: USD 250.00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

OnPlan offers a free trial for new users, after which the software is available across 3 pricing tiers (Basic, Teams, and Growth). Pricing and functionality - outlined below - Basic: $208/month, billed annually and $250/month, billed monthly Teams: $417/month, billed annually and $500/month, billed monthly Growth: $625/month, billed annually and $750/month, billed monthly

No tenemos información sobre las características de OnPlan

Los clientes habituales de OnPlan son:

2-10, 11-50, 51-200, 201-500

No tenemos información sobre los idiomas que admite OnPlan

OnPlan admite los siguientes dispositivos:

OnPlan se integra con las siguientes aplicaciones:

Google Sheets, Microsoft Excel, QuickBooks Online Advanced, Salesforce Sales Cloud, Zapier

OnPlan ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Asistencia telefónica

Categorías relacionadas

Ver todas las categorías de software encontradas para OnPlan.