OnPlan Features

OnPlan

Sales forecasting and financial reporting software

4.92/5 (12 reviews)

OnPlan Feature Summary

  • 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

Competitor Feature Comparison

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

OnPlan Feature Reviews

12 reviewers had the following to say about OnPlan's features:

Jon Holland

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

2020-08-21

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.

Pros

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.

Cons

Once you have learned the platform, reporting becomes much easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Amro Qaddura

Robust Financial Reporting Platform

2020-08-28

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

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Zachary Klempf

Great product for Financial Modeling compared to legacy Excel docs

2020-07-29

Very good experience overall!

Pros

I like the ability to add our monthly financials from Xero and the different tools to forecast scenarios.

Cons

There are some integrations coming down the pipeline that I'm interested in, but no real issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 1-10 employees)

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

2020-08-06

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

Pros

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!

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

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Design company, 1-10 employees)

Creative Agency Usage

2020-08-26

Pros

It also imports from several accounting platforms like Quickbooks and Xero; crm data from Salesforce and Hubspot, your own data sources, and your own custom models.

Cons

That said, the time you invest learning the functionality is well worth it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ethan Lauer

Game Changer - Easily See the Future

2020-08-25

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).

Pros

I can change a few revenue or expense variables (or both) and immediately see the impact to key metrics.

Cons

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

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Paul Hamilton

Next level forecasting

2020-10-12

Pros

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

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tetyana Gyunter

Great Tool for Rapid Implementation

2020-08-21

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

The beauty of OnPlan is that it allows a user to take an existing Excel financial model and ingest it without changing the logic.

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

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Adam Spector

Fantastic financial planning product - no need for expensive CFOs

2020-07-30

OnPlan allows me to do that without needing to hire a financial team.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Bojan Jankic

Great Financial Modeling Software

2020-09-26

We can instantly track how our company is performing.

Pros

Easy to use, you can quickly create different what if scenarios or custom dashboards to track your KPIs.

Cons

Software is new and there are many new features to come out. Variances on the graphs are not available.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason Lazarus

Top Notch Financial Modeling Tool

2020-08-06

Pros

It is a highly flexible financial modeling tool.

Cons

While OnPlan has many templates available, I would like to have even more templates available.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sumeet Maniar

Starting off to use

2020-08-21

We have started in the onboarding process which is the input parameter of the setup.

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.

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

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more