Planful vs OnPlan Comparison

Overview

Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

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

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$250.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.2

(30)

5

4

3

2

1

8

21

0

1

0

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

4.9

(10)

5

4

3

2

1

9

1

0

0

0

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

Pros

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.
The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.
OVerall is a great tool for the ease of standardizing and managing our reports.

Pros

Cons

We generate our reporting package quicker and with less errors. Our planning process runs more smoothly and efficiently again with less errors.
It can be difficult to set up a report template. Once set it is good and there are no worries.
It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Cons

  • Vendor responds to reviews
  • Last review10 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features12
  • "What If" Scenarios
  • Activity Dashboard
  • Ad hoc Analysis
  • Audit Trail
  • Balance Sheet
  • Benchmarking
  • Budget Control
  • Budgeting
  • Cash Management
  • Collaboration Tools
  • Consolidation / Roll-Up
  • Cost Analysis
  • Customizable Reporting
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Exception Reporting
  • Financial Analysis
  • Forecasting
  • General Ledger
  • Metadata Management
  • Milestone Tracking
  • Multi-Company
  • Multi-Currency
  • Performance Metrics
  • Predictive Analytics
  • Profit / Loss Statement
  • Profitability Analysis
  • Project Budgeting
  • Projections
  • QuickBooks Integration
  • Real Time Reporting
  • Reporting & Statistics
  • Sales Forecasting
  • Scenario Planning
  • Strategic Planning
  • Version Control
  • Visual Analytics
  • Total features34
  • "What If" Scenarios
  • Activity Dashboard
  • Ad hoc Analysis
  • Audit Trail
  • Balance Sheet
  • Benchmarking
  • Budget Control
  • Budgeting
  • Cash Management
  • Collaboration Tools
  • Consolidation / Roll-Up
  • Cost Analysis
  • Customizable Reporting
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Exception Reporting
  • Financial Analysis
  • Forecasting
  • General Ledger
  • Metadata Management
  • Milestone Tracking
  • Multi-Company
  • Multi-Currency
  • Performance Metrics
  • Predictive Analytics
  • Profit / Loss Statement
  • Profitability Analysis
  • Project Budgeting
  • Projections
  • QuickBooks Integration
  • Real Time Reporting
  • Reporting & Statistics
  • Sales Forecasting
  • Scenario Planning
  • Strategic Planning
  • Version Control
  • Visual Analytics

Integrations

  • Total integrations2
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations5
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Planful vs. OnPlan

See how Planful and OnPlan stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.