OnPlan

Sales forecasting and financial reporting software

4.9 /5 (12 opiniones) ¡Escribe una reseña!

Información general sobre OnPlan

¿Qué es 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.

Información general sobre OnPlan

Precio

A partir de
USD 250.00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

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


Funciones de OnPlan

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos
Idiomas admitidos
Inglés

Medios

OnPlan benchmarking
OnPlan reports and calculations
OnPlan structured content types
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

Opiniones de OnPlan

Opiniones de OnPlan

Calificación general
4.9
/
5
Excelente
11

Muy bien
1

Normal
0

Pobre
0

Malo
0

Relación calidad-precio
5
Funciones
4.8
Facilidad de uso
5
Asistencia al cliente
5
100% Un ha recomendado esta aplicación
Sumeet M.

Starting off to use

[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.


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Amro Q.

Robust Financial Reporting Platform

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.


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Usuario verificado

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

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


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Paul H.

Next level forecasting


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Tetyana G.

Great Tool for Rapid Implementation

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.


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Sumeet M.
Sector: Salud, bienestar y deporte
Tamaño de la empresa: 2-10 empleados
Traducir a español
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Starting off to use

Software usado Semanalmente durante 1-5 meses
Revisado el 21/8/2020
Fuente de la reseña: Capterra

[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.

Desglose por calificación

Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Amro Q.
Sector: Propiedad inmobiliaria
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Robust Financial Reporting Platform

Software usado A diario durante Más de un año
Revisado el 28/8/2020
Fuente de la reseña: Capterra

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

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Usuario verificado
Sector: Consultoría de gestión
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

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

Software usado Semanalmente durante 6-12 meses
Revisado el 6/8/2020
Fuente de la reseña: Capterra

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...

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Paul H.
Sector: Contabilidad
Tamaño de la empresa: Trabajador autónomo
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Traducir a español

Next level forecasting

Software usado A diario durante 1-5 meses
Revisado el 12/10/2020
Fuente de la reseña: Capterra

Puntos a favor

There are a number of key features for me:
* ability to quickly run as many scenarios as I want, and to compare these to each other
* import my actuals and see transaction level detail from Quickbooks
* flexibility to set up the model the way I want it - rather than being forced into certain templates

Puntos en contra

The OnPlan team seems to be rolling out new features all the time. One of the features I'd like is improved summary tables in dashboards. The team has listened to this and these are in the process of being rolled out - one of the advantages of dealing with a new and enthusiastic company.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Tetyana G.
Sector: Consultoría de gestión
Tamaño de la empresa: 10,000+ empleados
Traducir a español
Traducir a español

Great Tool for Rapid Implementation

Software usado Semanalmente durante Más de un año
Revisado el 21/8/2020
Fuente de la reseña: Capterra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
9.8/10
Basado en 12 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de OnPlan

Precios de OnPlan

A partir de
USD 250.00/mes
Prueba gratis
Suscripción
Relación calidad-precio

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

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

Relación calidad-precio
5/5
Basado en 12 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de OnPlan

Funciones de OnPlan

API
Análisis financiero
Creación de informes personalizables
Creación de informes y estadísticas
Datos en tiempo real
Facturación
Gestión de facturas
Gestión de flujos de trabajo
Gestión de la conformidad
Gestión de la contabilidad
Importación y exportación de datos
Integración contable
Integración de terceros
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Procesamiento de facturas
Registro de auditoría
Seguimiento de gastos
Varias divisas
Funciones
4.8/5
Basado en 12 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Más información sobre OnPlan

Más información sobre OnPlan

Funciones principales de OnPlan

  • "What If" Scenarios
  • Ad hoc Analysis
  • Audit Trail
  • Balance Sheet
  • Benchmarking
  • Cash Management
  • Collaboration Tools
  • Consolidation / Roll-Up
  • Dashboard
  • Data Import/Export
  • Exception Reporting
  • Forecasting
  • General Ledger
  • Graphical Data Presentation
  • Key Performance Indicators
  • Metadata Management
  • Milestone Tracking
  • Multi-Company
  • Multi-currency
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Qualitative Analysis
  • Quantitative Analysis
  • Sales Trend Analysis
  • Scenario Planning
  • Scorecarding
  • Strategic Planning
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics

Preguntas frecuentes sobre OnPlan

Preguntas frecuentes sobre OnPlan

He aquí algunas preguntas frecuentes sobre OnPlan.

P. ¿Qué tipo de planes de precios ofrece 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

P. ¿Cuáles son las características principales de OnPlan?

OnPlan ofrece las siguientes características:

  • "What If" Scenarios
  • Ad hoc Analysis
  • Audit Trail
  • Balance Sheet
  • Benchmarking
  • Cash Management
  • Collaboration Tools
  • Consolidation / Roll-Up
  • Dashboard
  • Data Import/Export
  • Exception Reporting
  • Forecasting
  • General Ledger
  • Graphical Data Presentation
  • Key Performance Indicators
  • Metadata Management
  • Milestone Tracking
  • Multi-Company
  • Multi-currency
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Qualitative Analysis
  • Quantitative Analysis
  • Sales Trend Analysis
  • Scenario Planning
  • Scorecarding
  • Strategic Planning
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics

P. ¿Quiénes son los usuarios habituales de OnPlan?

Los clientes habituales de OnPlan son:

Empresas pequeñas, Empresas medianas

P. ¿Qué idiomas admite OnPlan?

OnPlan admite los siguientes idiomas:

Inglés

P. ¿OnPlan es compatible con dispositivos móviles?

No tenemos información sobre los dispositivos compatibles con OnPlan

P. ¿Con qué otras aplicaciones se integra OnPlan?

OnPlan se integra con las siguientes aplicaciones:

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

P. ¿Qué tipo de asistencia ofrece OnPlan?

OnPlan ofrece las siguientes opciones de asistencia:

Asistencia telefónica, Asistencia en línea, Preguntas frecuentes, Tutoriales en vídeo