OnPlan

OnPlan provides detailed financial planning and analysis tools, helping with budgeting, forecasting, and scenario modeling. Although it is slow to calculate and update changes, the software offers valuable insights for strategic financial management. A limited-time free trial is also available to assess suitability. Overall, OnPlan enhances oversight and planning efficiency.

What is OnPlan?

Overview

OnPlan is a cloud-based financial planning application designed to make it easier for small and midsize businesses to manage sales forecasting and budgeting. By utilizing synchronization capabilities, the platform can implement Excel formulas to prepare financial models, allowing users to quickly and easily export forecasts into spreadsheets for sharing with stakeholders. OnPlan's goal is to give business owners the tools they need to make better financial planning decisions. 

OnPlan software includes various features that help businesses manage their financial planning processes. These features include permission management, predefined dashboards, forecasting, benchmarking, and scenario planning. With the application, businesses can create reports based on budgeted vs. actual metrics and what-if scenarios, or use dropdowns, long text notes, checkboxes, and formulas to organize content during modeling. The system facilitates integration with third-party applications, including Xero, Google Analytics, Zapier, Pipedrive, QuickBooks, Microsoft Excel, Salesforce, and Google Sheets. 

OnPlan Pricing

OnPlan Demo

OnPlan Reviews

The software has received positive reviews from many customers using it for their financial planning needs. Customers praise OnPlan’s user-friendly interface and excellent customer service. Many customers report that the system has helped them save money and time and make sound financial decisions for their businesses. You can read more OnPlan software reviews in our Reviews Section.

Our Thoughts

OnPlan is a great financial planning system that can help businesses save time and money by streamlining their financial processes. The intuitive interface makes it easy to use, and the support team is always on hand to answer questions. We recommend OnPlan for businesses looking for a comprehensive financial planning solution. If you are considering this software, we suggest you look at the demo to see how it can help you reach your financial goals. We are confident you won't be disappointed!