OnPlan

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.

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

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...

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.

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.