Last Updated Oct 30, 2024
Overview
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.
Overall Rating
Based on 17 users reviews
4.7
Rating Distribution
Positive
94%
Neutral
0%
Negative
6%
Starting Price
Custom
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OnPlan Specifications
Time Tracking
Task Management
Reporting
Budget Management
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!
OnPlan Features
OnPlan's project management system enables users to manage the asset lifecycle, from planning and acquisition through maintenance and disposal. This includes getting the best return on investment (ROI) from capital investments and getting the most value out of the assets.
OnPlan helps users easily create forecasts and budgets by allowing them to set up and manage accounts, departments, cost centers, and expense categories for budgeting. Users can also make reports that compare actual performance metrics to those that were predicted. This makes it simple to track and analyze data.
The platform’s scenario planning and analysis tools allow users to run simulations and compare various scenarios to determine the best business decisions. They can use this information to make informed decisions about investments and strategies.
