OnPlan Software

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About OnPlan

OnPlan is a sales forecasting and budgeting solution that helps businesses create financial models using what-if scenarios and SaaS benchmarks. Features include rolling financial forecasts, template management, scenario planning, performance tracking, budgeting and more. Using various pre-defined dashboards and templates, administrators can create specific models for sales, marketing and staffing processes. The application facilitates integration with Microsoft Excel, which enables businesses to synchronize data, implement Excel formulas and download forecasting reports to share with stakeholders. Additionally, it includes roles and permissions management module to allocate data read or write access among employees for collaboration purposes. OnPlan allows int...

OnPlan Pricing

OnPlan pricing starts at $7500 per year. They do not have a free version. OnPlan offers a free trial and customized demonstrations. The software is available across 3 pricing tiers (Basic, Teams, and Growth). Details seen here: https://onplan.co/pricing/

Starting price: 

$7,500.00 per year

Free trial: 

Available

Free version: 

Not Available

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OnPlan User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 12 reviews

Sumeet

WellBrain

Verified reviewer

Company size: 2-10 employees

Industry: Health, Wellness and Fitness

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

5

Customer support

5

Functionality

5

Reviewed August 2020

Starting off to use

[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.

Reasons for choosing OnPlan

There were not any to think of. Though some are more "people-driven".

Amro

BLENDER FUND I, L.P.

Verified reviewer

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed August 2020

Robust Financial Reporting Platform

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

Reasons for choosing OnPlan

1 - Product features - Onplan is a full robust platform that is affordable and allowed us to achieve our main objectives:2 - Price and value 3 - Technical [SENSITIVE CONTENT HIDDEN] Onboarding Team4 - Beautiful design of UX/UI

Reasons for switching to OnPlan

Adaptive insights was very expensive and complicated for our needs.

Anonymous

Verified reviewer

Company size: 2-10 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed August 2020

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

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...

Reasons for switching to OnPlan

Liveplan, Spotlight and Fathom were too limited in configuration possibilities for what we do. Google Spreadsheet alone is too overwhelming for the majority of our clients, as a result our clients don't use their financial models and financial reporting as much as they need. Also, to enable scaling, we were looking for something better than just spreadsheets.

Tetyana

Avanade

Verified reviewer

Company size: 10,000+ employees

Industry: Management Consulting

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed August 2020

Great Tool for Rapid Implementation

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.

Reasons for choosing OnPlan

We chose OnPlan over the other systems that we were evaluating due to its Excel-friendly architecture and due to its ease of implementation.

Ethan

ImplantBase.com

Verified reviewer

Company size: 11-50 employees

Industry: Medical Devices

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed August 2020

Game Changer - Easily See the Future

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].

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