EDEE

EDEE

EDEE AI
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About

Create custom budget cycles, track rollover amounts, automatically pause campaigns or reduce their spend if budgets are hit, keep track of your KPIs and much more. Automated, up-to-date, budget pacing reporting that saves you time. Set monthly or custom budget cycles for any time period, one-off or repeating. Track rollover amounts and automatically update the next budget cycle. Top level dashboard view of all clients and budgets in both table and graph formats. Drill down into individual budgets to see the campaigns and modify their status and daily budgets. Platform and email notifications help you spot pacing issues early and take steps to correct spend accordingly. We won’t force a certain way of working. Use monthly budgets starting on any given day of the month or create custom repeating cycles with periods based on days, weeks or months.

About

OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Digital marketing budget management platform that helps companies create multiple budgets for each account

Audience

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per month
Free Version Not Supported
Free Trial Supported

Pricing

$12,500/year
We offer three pricing tiers. Every customer gets the OnPlan Engine and our Fundamentals bundle of Apps to manage core financial budgeting and forecasting needs. Additional apps are configured based on the customers' needs. Full details on OnPlan website under Pricing.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 4.7 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • OnPlan has a few key advantages over the legacy software it replaced. Specifically, organization/project management, flexibility of product, avoiding manual user manipulation of source data, detailed bottoms up reporting/accounting, and combining actuals and forecasts in one system. Another feature to highlight is the platform’s ability to easily create and run various ‘What-if’ scenarios that enable us to make data-driven decisions when it comes to both short-term adjustments and larger strategic shifts.
  • One of the key advantages of OnPlan over our old process is that we’re able to get real-time insights into the impact of changes to the model. Furthermore, the OnPlan model integrates with Quickbooks allowing it to line up with actuals automatically. This makes it much easier for our team to evaluate forecasts against historical performance at the line-item level. Thanks to having a more sophisticated modeling tool in place, we’ve been able to consistently hit financial targets since implementation.
  • Having instant access to a variety of ‘What-if’ scenarios has enabled us to make data-driven, strategic financial decisions that impact our course of action over multiple planning periods while remaining flexible to adjust and make tactical decisions with a more immediate impact. We’ve also extensively leveraged OnPlan’s variety of integration options, allowing us to use OnPlan as our single source of truth.

Cons

  • Although the platform currently has most of the features we require, there are still a few things in the development pipeline we’re waiting for with excitement. Still, the service team has proven itself more than capable when it comes to delivering solutions to any issues we’ve run into so far.
  • It’s a great product but there’s always room for new features. The few formatting features we requested updates to were quickly addressed by the OnPlan team. We’ve had a true 5-star experience ever since the implementation.
  • While a few of our requests are still in OnPlan’s development roadmap (e.g advanced and well designed GoogleSlide templates that pulls data directly from the OnPlan models, some collaboration tools), OnPlan’s service team has delivered a lot of our needs over the last 2 years. I’m excited to see the product continue to grow.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

EDEE AI
United Kingdom
edee.ai/

Company Information

OnPlan
Founded: 2016
United States
onplan.co

Alternatives

Alternatives

PlugCMO

PlugCMO

Tyke Technologies
Prophix

Prophix

Prophix Software

Categories

PPC Supported

Categories

Campaign Management Features

Channel Management Supported
Contact Database Not Supported
Email Marketing Not Supported
Event Triggered Actions Not Supported
Lead Management Not Supported
Multi-Campaign Supported

PPC Features

A/B Testing Not Supported
Account Alerts Not Supported
Analytics / ROI Tracking Not Supported
Bid Management Not Supported
Budget Management Supported
Campaign Management Supported
Conversion Tracking Not Supported
Google / Bing Ads Not Supported
Keyword Research Tools Not Supported
Keyword Tracking Not Supported
Landing Pages / Web Forms Not Supported
URL Builder Not Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Supported
Revenue Recognition Not Supported
Risk Management Not Supported
Tax Management Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Not Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Supported
Performance Metrics Not Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Not Supported
KPIs Not Supported
Modeling & Simulation Supported
Roadmapping Not Supported
Scenario Planning Supported
Scorecards Not Supported

Workforce Management Features

Budgeting & Forecasting Supported
Contractor Management Not Supported
Employee Lifecycle Management Not Supported
Labor Projection Not Supported
Performance Appraisal Not Supported
Recruiting Management Not Supported
Scheduling Not Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Not Supported

Integrations

ADP Enterprise HR Not Supported
BambooHR Not Supported
Facebook Ads Supported
Google Ads Supported
Google Cloud BigQuery Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Sales Hub Not Supported
Instagram Ads Supported
Meta Ads Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
NetSuite Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Xero Not Supported

Integrations

ADP Enterprise HR Supported
BambooHR Supported
Facebook Ads Not Supported
Google Ads Not Supported
Google Cloud BigQuery Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Sales Hub Supported
Instagram Ads Not Supported
Meta Ads Not Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Supported
NetSuite Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Sage Intacct Supported
Salesforce Supported
Xero Supported
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