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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.

About

Quick Consols is a financial reporting tool for companies and groups that need monthly or annual consolidated accounts. Handles consolidation complexities for groups with multiple year ends, multiple currencies, different charts of accounts and ERP systems with a slice and dice approach to reporting. The app supports partial consolidations. Use our business unit function to create different views of your group, right down to cost centre or profit centre level. Our Analytics module creates visually rich graphs and charts with a slice and dice approach to seeing your consolidated numbers the way you want with a wide range of custom options. Use the financial statements module to prepare your statutory accounts, whether they're annual, half yearly or quarterly using our custom built templates no matter the underlying Accounting Standards you use. Quick Consols is high tech and high touch which means consultants available to assist with your implementation and support.

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

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

Audience

Companies looking to automate their consolidation and financial statement function

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

$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

Pricing

$500/month
Pricing is based on the size of your group and includes unlimited users and unlimited technical support.
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.8 / 5
design 4.7 / 5
support 4.7 / 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.

Pros & Cons from Real Users

Pros

  • Effective Financial Consolidation: Quick Consols excels in consolidating financial data into coherent income statements and balance sheet reports, making it vital for financial management. Multi-Currency Proficiency: The app efficiently handles transactions in multiple currencies, a crucial feature for businesses operating internationally. It ensures accuracy in financial reporting despite currency variations. Compatibility with Various ERP Systems: Quick Consols integrates seamlessly with different ERP systems, unifying scattered financial data into cohesive reports and reducing the likelihood of manual errors. Intuitive User Interface: The app boasts a user-friendly interface, simplifying navigation and report generation, thereby enhancing user experience. Time and Effort Efficiency: Automation of month-end processes by Quick Consols significantly reduces the time and effort required in financial reporting, freeing up the finance team to focus on strategic tasks. Reliability and Robustness: Quick Consols is described as a robust and reliable tool, essential for any finance team dealing with complex, multi-system financial data.
  • Quick Consols is a brilliant and exceptional tool that helps us stay on top of our cash flow and it helps us manage vendor payments, client payments and optimize cash flow by easily scheduling payments. It has made financial management more easier, smooth and simple. It is more advanced and efficient.
  • With its user-friendly design, automated data consolidation, and real-time updates, Quick Consols completely changed the way I approach financial reporting, saving me time and improving decision-making.
  • By tracking accounts receivable and accounts payable, Quick Consols software helps us stay on top of our cash flow. We can monitor loan outstanding client payments, manage vendor payments, and optimize cash flow by scheduling payments strategically.
  • I'm very impressed that I can easily generate accurate financial reports on the right time with Quick Consols. It's more advanced, easy-to-use and efficient. Quick Consols monthly subscription fee is affordable thus it's cost saving.

Cons

  • Learning Curve: For new users, especially those not familiar with financial consolidation tools, there might be an initial learning curve in understanding how to best utilize all the features of Quick Consols. Dependence on Data Quality: The effectiveness of Quick Consols, like any data consolidation tool, is heavily dependent on the quality of the input data. If the data from various ERP systems is not standardized or clean, it may affect the accuracy of the consolidated reports.
  • Quick Consols does not support mobile application and it lacks a free trial version. Nothing much to mention as a dislike about it.
  • While initial setup needed additional work, once adapted, it was a blessing. Although there weren't many modification choices, eventually offline work was possible.
  • It was difficult to deploy it with our existing system.
  • Quick Consols lacks a free trial version. Again, Quick Consols lacks a mobile app and I do suggest to see more improvements about this.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OnPlan
Founded: 2016
United States
onplan.co

Company Information

Quick Consols
Founded: 2017
South Africa
www.quickconsols.com

Alternatives

Alternatives

Talentia CPM

Talentia CPM

Talentia Software
FinAlyzer

FinAlyzer

Beyond Square Solutions
Prophix

Prophix

Prophix Software

Categories

Categories

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

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

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

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

Integrations

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

Integrations

QuickBooks Online
Xero
ADP Enterprise HR
BambooHR
Google Cloud BigQuery
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft Dynamics 365
Microsoft Excel
NetSuite
QuickBooks Online Advanced
SAP ERP
Sage Intacct
Salesforce
Claim OnPlan and update features and information
Claim OnPlan and update features and information
Claim Quick Consols and update features and information
Claim Quick Consols and update features and information