OnPlan Features

As reported in 11 OnPlan reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Define budget structure elements and how they are linked hierarchically This feature was mentioned in 13 OnPlan reviews.

Based on 11 OnPlan reviews. Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues 12 reviewers of OnPlan have provided feedback on this feature.

As reported in 11 OnPlan reviews. Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months) 13 reviewers of OnPlan have provided feedback on this feature.

Consolidate multiple budgets from different departments or business entities 11 reviewers of OnPlan have provided feedback on this feature.

As reported in 11 OnPlan reviews. Users with administrative access rights can modify budgets

Forecasting is based on past transactions and historical financial or operational data 12 reviewers of OnPlan have provided feedback on this feature.

Based on 11 OnPlan reviews. Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 12 OnPlan reviews.

Used to review and update budgeting assumptions for a predefined period (usually one year) 12 reviewers of OnPlan have provided feedback on this feature.

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Project out as the year progresses to accommodate trends that affect key business drivers. This feature was mentioned in 13 OnPlan reviews.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 13 OnPlan reviews.

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data This feature was mentioned in 13 OnPlan reviews.

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives