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About

Streamlined finances platform for professional service firms, design studious, IT outsources, consulting firms and other B2B services. There’s always lots of different apps and spreadsheets that you manage manually, and it not makes you happy. Connecting the data on projects, resources, tasks, time and money costs you a lot of hours and nerve. No way to understand if your projects are even profitable, after all the stages, edits, and delays. Real-time project profitability tracking, all costs considered. Automated keyword-sorting for your business transactions. The platform helps service companies streamline project finances, using the power of open-banking and API-first structure.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organization wanting a platform to manage service finances

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

€49 per month
Free Version
Free Trial

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
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fintellect
Founded: 2022
Estonia
www.fintellect.pro

Company Information

OnPlan
Founded: 2016
United States
onplan.co

Alternatives

Alternatives

ImpactECS

ImpactECS

3C Software
Prophix

Prophix

Prophix Software

Categories

Categories

Budgeting Features

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

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting Features

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

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning Features

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Integrations

ADP Enterprise HR
BambooHR
ClickUp
Google Cloud BigQuery
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Jira
Microsoft Dynamics 365
Microsoft Excel
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SAP ERP
Sage Intacct
Salesforce
Xero

Integrations

ADP Enterprise HR
BambooHR
ClickUp
Google Cloud BigQuery
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Jira
Microsoft Dynamics 365
Microsoft Excel
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SAP ERP
Sage Intacct
Salesforce
Xero
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