Name: OnPlan
Rating: 4.7 (17 reviews)

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

All Reviews

Rating Distribution

Positive

94%

Neutral

Negative

Starting Price

Custom

Product Snapshot

OnPlan Specifications

Time Tracking
Task Management
Reporting
Budget Management
Resource Allocation
Employee Management
Mobile App
Project Templates
Project Scheduling
Dashboard

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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 software costs $1,250 per year and comes in a variety of plans. Click on the Get Pricing and one of our customer care representatives will reach you shortly to help you select the best plan.

OnPlan Demo

Get a live demo of the system and see how OnPlan project management software can help you streamline your financial planning process. Schedule a demo today and take the first step toward financial success. The software also offers a free trial for all its premium features.

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

Asset Lifecycle Management

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.

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Forecasting And Budgeting

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.

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Scenario Planning And Analysis

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.

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OnPlan Reviews

Insights from real users on OnPlan’s features,
performance, and overall experience.

Total 17 reviews

4.7

All reviews are from verified customers

Rating Distribution

Stars

88%

Stars

Share your experience

Santiago

IT, 1-10 employees

Less than 6 months

5.0

September 2023

“Planning to use OnPlan”

Pros

It is an excellent solution for financial problems and significantly contributes to improving a company's processes. It is generally easy to comprehend right from the start.

Cons

The software could be more intuitive, reducing the need for frequent direct support. It becomes more complex after prolonged use.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Isabella

Public Sector, 51-100 employees

Less than a year

5.0

March 2023

“Great platform for high level reporting.”

Pros

With OnPlan, creating reports for the financial team is not a problem anymore.

Cons

Getting set up and integrating with QB Enterprise was not as easy as I thought it would be.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Susan

Hospitality, 500+ employees

Less than 6 months

1.0

September 2022

“Software with minimum features and maximum claims”

Pros

The salesperson did a commendable job selling a product that was not worthy of my time and investment. Not happy at all!

Cons

The calculations and updates were slow due to multiple sheets in the Google Sheets file. Each change took about 1 to 2 minutes to reflect which causes delays. Replicating my existing Excel files took 6 months, but still they didn't flow properly. This made scenario planning impossible. Despite paying a good amount for a budgeting tool, I couldn't use it even after 6 months. If you have Sage Intacct, note that OnPlan is not a partner, and there will be an additional fee from Intacct to integrate with OnPlan. Their team attempted different ways to connect, but it was mostly trial and error. They lacked familiarity with Sage Intacct. Their team acknowledged accountability for delays on their end, citing various factors and issues with understanding my needs, system problems, and integration challenges.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 17 Reviews