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
Opciones de precios
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
Medios

Opiniones de OnPlan
Opiniones de OnPlan
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.
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.
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.
Next level forecasting
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.
Compara con las alternativas según la valoración global
Compara las alternativas
Starting off to use
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.
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.
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
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.
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...
Next level forecasting
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.
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.
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.
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas
Precios de OnPlan
Precios de OnPlan
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
Compara las alternativas según la relación calidad-precio
Compara las alternativas
Funciones de OnPlan
Funciones de OnPlan
Compara con las alternativas según la valoración de características
Compara las alternativas
Categorías
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
[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.