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Workday Adaptive Planning vs OnPlan Comparison

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Overview

Workday Adaptive Planning, formerly Adaptive Insights, is a cloud-based enterprise planning software, which offers tools...

OnPlan is a financial planning application designed to help small to midsize businesses streamline sales forecasting and...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

15000

/user

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

12500

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

174

5

4

3

2

1

95

70

9

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.9

14

5

4

3

2

1

13

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data. Appropriate security levels are easily established and maintained.

SW

Stephen W.

Having never used it before, I was amazed at the ease of use. In addition to serving as a data repository for 10+ years of information, the variance analysis reporting is fantastic.
AvatarImg

Drew B.

I feel the printing capabilities can be improved, along with the clarity of the printing itself. The customer service on this product is outstanding.

SO

Steve O.

Pros

Not enoughreviews yet

Cons

This lack of functionality makes our work a bit confusing sometimes.

KL

Krystyna L.

Our adaptive administrator sometimes struggles with the data integration from netsuite in some instances.

JT

Jason T.

Implementation is costly and seems cumbersome.

CP

Chris P.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last review8 months ago

Key features

  • Total features110
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Trail
  • Benchmarking
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Chart of accounts
  • Collaboration Tools
  • Committee Management
  • Competency Management
  • Competitive Analysis
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Cost Tracking
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Demand Forecasting
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dynamic Modeling
  • ERP
  • Employee Management
  • Event Management
  • Exception Reporting
  • Expense Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • Fundraising Management
  • General Ledger
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • Historical Reporting
  • Idea Management
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Calendar
  • Marketing Reports
  • Member Database
  • Membership Management
  • Metadata Management
  • Milestone Tracking
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • OLAP
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Projections
  • Publishing / Sharing
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real-time Updates
  • Recruitment Management
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Roadmapping
  • Sales Forecasting
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Single Sign On
  • Social Media Management
  • Statistical Analysis
  • Strategic Planning
  • Succession Management
  • Succession Planning
  • Supply Chain Management
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Visualization
  • Volunteer Management
  • Workflow Management
  • Total features61
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Trail
  • Benchmarking
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Chart of accounts
  • Collaboration Tools
  • Committee Management
  • Competency Management
  • Competitive Analysis
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Cost Tracking
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Demand Forecasting
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dynamic Modeling
  • ERP
  • Employee Management
  • Event Management
  • Exception Reporting
  • Expense Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • Fundraising Management
  • General Ledger
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • Historical Reporting
  • Idea Management
  • Income & Balance Sheet
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Calendar
  • Marketing Reports
  • Member Database
  • Membership Management
  • Metadata Management
  • Milestone Tracking
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • OLAP
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Projections
  • Publishing / Sharing
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real-time Updates
  • Recruitment Management
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Roadmapping
  • Sales Forecasting
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Single Sign On
  • Social Media Management
  • Statistical Analysis
  • Strategic Planning
  • Succession Management
  • Succession Planning
  • Supply Chain Management
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Visualization
  • Volunteer Management
  • Workflow Management

Integrations

  • Total integrations13
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations10
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

OnPlan logo

OnPlan

OnPlan is a flexible tool to setup Budgets, Forecasts and What-if Scenarios

Reviewed 2 years ago

We were able to improve the quality and efficiency of our monthly reporting. The process was taking us about 10 days each month and we were able to bring it down to 1-2 days. We can easily create reports on the fly and have a much more streamlined monthly close and forecasting process.

Pros

Our team picked OnPlan after researching other tools including Adaptive Planning and Vena. Ultimately, we chose OnPlan because of its compatibility with Excel and Google Sheets. We liked that OnPlan integrates with Quickbooks and Hubspot and improves on Excel's lack of audit trail, version control, access control, scenario planning etc. Also, was very happy with OnPlan's customer support and responsiveness.

Cons

There was a bit of a learning curve with OnPlan - but most of it is very similar to Google Sheets and Excel. Once you have learned the platform, reporting becomes much easier.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

OnPlan logo

OnPlan

Excellent Variance Analysis

Reviewed 8 months ago

I was up and running with OnPlan in two weeks. Overall I like the spreadsheet feeling and the fact that I am able to review my model in Google Sheets and Excel.

Pros

OnPlan's ability to rapidly generate budget versus actuals is the best of any CPM software that I have used. The user interface is clean and modern and feels like a big upgrade over Adaptive Planning. Also, the native integration with Quickbooks online worked seamlessly.

Cons

The connection to Google Slides was a bit rough around the edges.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

OnPlan logo

OnPlan

Fantastic financial planning product - no need for expensive CFOs

Reviewed 2 years ago

I want to have an up-to-date model to project out into the future and scenario plan. OnPlan allows me to do that without needing to hire a financial team. While the cost savings are great, I simply enjoy managing my own finances as much as possible. Added bonus that the OnPlan team is super responsive and happy to help if and when I have questions.

Pros

Before OnPlan, smaller companies like mine would need to hire an outsourced CFO for $10-20k to help us build a model. Given that their models are almost always off the shelf, that price seemed ridiculous but no other option seemed to exist. OnPlan solved that problem and now I can manage and manipulate my own financial planning model without any CFO or financial expert.

Cons

While OnPlan makes it very easy to manage my financial plan - especially compared to other options - I'd still like it to be even easier to use.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OnPlan logo

OnPlan

Robust Financial Reporting Platform

Reviewed 2 years ago

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.

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

OnPlan logo

OnPlan

Great Product with a Lot of Potential

Reviewed 8 months ago
Pros

As we continue to evolve and grow as a company it has become increasingly important to be able to forecast sales, profit and cash flow. We were using Planning Maestro, and although a very robust product, it was extremely difficult to adapt it to our exact needs. The OnPlan team was able to quickly understand our needs and turn this into a "custom" model that we now use on a daily basis to forecast...

Cons

Although the reporting and charting is robust and good for general management reporting, it could benefit from some Power BI (or Google equivalent) type functionality. Having said that, and after getting to know the team, I am confident that they will continue to grow and improve the product. I am excited to see what is coming up..