OnPlan

OnPlan

4.67

(15)

What isOnPlan?

Price Starts from

$12,500.00 per year

OnPlan is best for:

Accounting
Best For Most Business Sizes
Supports Cloud Based Platforms

The top things reviewers say:

Great value for money
Great ease of use
Great functionality

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 integr...

read more
OnPlan dashboard
Slide 1 of 3

How much doesOnPlan cost?

Price starts from $12,500.00 per year

OnPlan pricing starts at $12,500 per year. They do not have a free version. OnPlan offers a free trial and customized demonstrations. The so... read more

Free trial: available

Free version: unavailable

What training doesOnPlan offer?

OnPlan offers the following training options:
  • Videos
OnPlan does not offer:
  • In Person
  • Live Online
  • Webinars
  • Documentation

What features doesOnPlan offer?

Top OnPlan features and user ratings for each are:

"What If" Scenarios
Budgeting/Forecasting
Cash Management
Dashboard
KPI Monitoring

What support doesOnPlan offer?

OnPlan offers the following support options:
  • Email/Help Desk
  • FAQs/Forum
  • Phone Support
OnPlan does not offer:
  • Knowledge Base
  • Chat
  • 24/7 (Live Rep)

What deployment options doesOnPlan offer?

OnPlan offers the following deployment options:

Cloud, SaaS, Web-Based

OnPlan does not offer:

Windows (Desktop)
Chromebook (Desktop)
iPhone (Mobile)
Mac (Desktop)
Linux (Desktop)
Android (Mobile)
iPad (Mobile)
Windows (On-Premise)
Linux (On-Premise)

OnPlan Reviews

Overall Rating

4.67

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for OnPlan

1 - 5 of 15 Reviews

Sumeet

Verified reviewer

2-10 employees

Health, Wellness and Fitness

Less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

Reviewed August 2020

Starting off to use

OVERALL RATING

5.0

EASE OF USE

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

[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.

Reason for choosing OnPlan

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

Dean

11-50 employees

Information Technology and Services

Less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

Reviewed October 2021

Great Product with a Lot of Potential

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

4.0

PROS

As we continue to evolve and grow as a company it has become increasingly important to be able to forecast sales, profit and cash flow. We were using Planning Maestro, and although a very robust product, it was extremely difficult to adapt it to our exact needs. The OnPlan team was able to quickly understand our needs and turn this into a "custom" model that we now use on a daily basis to forecast sales, revenue, cash flow and make strategic decisions based on this information. The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary. Using OnPlan to generate management reports and KPI's could not be easier. The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed. After using the product for a while, we see a TON of potential in it. The team has continued to listen to our feedback and has implemented changes to the base product at our request.

CONS

Although the reporting and charting is robust and good for general management reporting, it could benefit from some Power BI (or Google equivalent) type functionality. Having said that, and after getting to know the team, I am confident that they will continue to grow and improve the product. I am excited to see what is coming up..

Reason for choosing OnPlan

Vena was extremely expensive and too complicated for our requirements.

Reasons for switching to OnPlan

1. Ability to customize to our changing needs 2. Easier to manipulate and report on data 3. Easier and simpler to import data from our various systems (QuickBooks, OpenAir, ADP, Dynamics CRM)

Susan

501-1,000 employees

Hospitality

Less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

Reviewed September 2022

Software with minimum features and maximum claims

OVERALL RATING

1.0

EASE OF USE

1.0

VALUE FOR MONEY

1.0

CUSTOMER SUPPORT

1.0

FUNCTIONALITY

1.0

Purchased a tool that never worked.

PROS

The sales person did a good job selling a product that did not work.

CONS

Slow in calculating, updating changes because of multiple sheets in Google sheets file. About 1-2 minute delays each time you make a change. It took 6 months to replicate my existing excel files, that did not flow properly. Makes scenario planning impossible. They charged $18k for a budgeting tool that I couldn't use even after 6 months. If you have Sage Intacct: OnPlan is not a partner. There will be an additional fee from Intacct to integrate with OnPlan. Their team tried alternative ways to connect which were trial and errors at best. They are not familiar with Sage Intacct. Their team admitted: "OnPlan take accountability for delays on our side too, too many factors to consider to not entirely understanding her needs, system issues, integration, etc…."

Amro

2-10 employees

Real Estate

Less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

Reviewed August 2020

Robust Financial Reporting Platform

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

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

Reason 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.

Tetyana

10,000+ employees

Management Consulting

Less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

Reviewed August 2020

Great Tool for Rapid Implementation

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

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.

Reason 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.