OnPlan Pricing, Features, Reviews & Comparison of Alternatives

OnPlan

Sales forecasting and financial reporting software

4.92/5 (12 reviews)

OnPlan overview

What is 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.
www.onplan.co

Pricing

Starting from
$250/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
OnPlan screenshot: OnPlan benchmarkingOnPlan 3 Min OverviewOnPlan screenshot: OnPlan reports and calculationsOnPlan screenshot: OnPlan structured content types

OnPlan reviews

Excellent
11

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.8
  5.0
  5.0
Sumeet Maniar

Starting off to use

Used weekly for less than 6 months
Reviewed 2020-08-21
Review Source: 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.

Pros
[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.

Cons
Too early to tell as we are about to use it in more detail in the coming weeks.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Amro Qaddura

Robust Financial Reporting Platform

Used daily for 1-2 years
Reviewed 2020-08-28
Review Source: 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.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

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

Used weekly for 6-12 months
Reviewed 2020-08-06
Review Source: Capterra

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

Pros
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!

Cons
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...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Tetyana Gyunter

Great Tool for Rapid Implementation

Used weekly for 1-2 years
Reviewed 2020-08-21
Review Source: 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.

Pros
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.

Cons
There are a couple of UX/UI things that I think can be smoothed out, but overall a very polished software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ethan Lauer

Game Changer - Easily See the Future

Used weekly for 2+ years
Reviewed 2020-08-25
Review Source: Capterra

OnPlan has enabled me to quickly see the impact of various decisions. It even lets me create several scenarios to input the variables related to different decisions. This enables me to compare various courses of action side-by-side. In my old Excel model, I would have to create copies of my workbooks, deal with versioning, and then input the same data in multiple worksheets (eg. reflecting pay increases in all the worksheets). OnPlan gives me better visualization without the hassle of multiple Excel workbooks.

Pros
The data visualizations are excellent. I can change a few revenue or expense variables (or both) and immediately see the impact to key metrics. The model ensures that the analytics are correct and I don't have to worry about an Excel cell somewhere deep in my old model throwing the whole thing off.

Cons
I don't have the time or skills to make changes to my model so sometimes I rely on OnPlan's staff to adjust it. However, their staff is extremely knowledgeable about SaaS financials and metrics and is all over it when I need something, including the [SENSITIVE CONTENT HIDDEN].

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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OnPlan pricing

Starting from
$250/month
Pricing options
Subscription
Free trial
View Pricing Plans

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 features

Activity Dashboard
Audit Trail
Data Import/Export
Financial Analysis
Multi-Currency
Reporting & Statistics

API (293 other apps)
Accounting Integration (177 other apps)
Accounting Management (198 other apps)
Automatic Notifications (177 other apps)
Billing & Invoicing (199 other apps)
Compliance Management (205 other apps)
Customizable Reporting (177 other apps)
Electronic Payments (182 other apps)
Expense Tracking (169 other apps)
Invoice Management (245 other apps)
Invoice Processing (160 other apps)
Real Time Data (157 other apps)
Third Party Integration (229 other apps)
Workflow Management (164 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for OnPlan

Key features of OnPlan

  • Access Controls/Permissions
  • Ad Hoc Reports
  • Asset Planning
  • Budgeting & Forecasting
  • Budgeting/Forecasting
  • Business Rules Management
  • Chart of accounts
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Data Source Connectors
  • Dynamic Modeling
  • Expense Management
  • Goal Setting
  • KPIs
  • Modeling & Simulation
  • Multi-Department/Project
  • Profit/Loss Statement
  • Publishing / Sharing
  • Roadmapping
  • Scorecards
  • Self-Service Reporting
  • Statistical Analysis
View All Features