# OnPlan Reviews **Vendor:** OnPlan **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 4.6/5.0 **Total Reviews:** 18 ## About OnPlan OnPlan is a fast and flexible FP&A platform that gives 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. ## OnPlan Reviews ### 1. Without error variance **Rating:** 4.0/5.0 stars **Reviewed by:** Anwar T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2023 **What do you like best about OnPlan?** OnPlan has a very shallow learning curve. It maintains our team's expertise working with GSheets but provides powerful value with their database and directly connecting to NetSuite, Salesforce and BambooHR. We can also continue to update our model directly in Gsheets without worrying about it not matching with our OnPlan model since they're one in the same. As a non-profit, planning by project/program and fund is crucial. OnPlan makes updating the model for changes like funding delays or employee allocations much easier than Gsheets alone. It's also easy for my dpt leaders to provide inputs and manage their monthly budgets much more independently without reliance on my team for access to information. **What do you dislike about OnPlan?** From a product and support perspective, there aren't many negative things to say. The onboarding and customer support teams have been great and helpful to work with. I didn't have familiarity working with a multi-dimensional database, so that took a bit of time to adjust to, so the full implementation took a bit longer than I'd hoped. Overall, well worth it. **What problems is OnPlan solving and how is that benefiting you?** Before OnPlan, we had a lot to manage manually. We have more than 5 separate revenue and funding streams and require a rolling monthly forecasting process. Updating the actuals monthly and rolling the model forward was a nightmare. With OnPlan, that "simple" process which used to take days, we can now complete in a fraction of the time. ### 2. Empower Your Finance Team with OnPlan;Fast,Flexible and Collaborative Financial Planning & Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Yash Vardhan S. | Membership Chair, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2023 **What do you like best about OnPlan?** Powerful planning, budgeting, and forecasting capabilities: OnPlan offers robust features for financial planning, budgeting, and forecasting, allowing users to effectively manage these critical FP&A tasks. Advanced financial modeling and predictive analytics:OnPlan's advanced capabilities for financial modeling and predictive analytics provide users with tools to perform sophisticated analysis and gain valuable insights for decision-making. Integration and collaboration: OnPlan's integration capabilities with various data sources and collaboration features facilitate seamless data integration, real-time collaboration, and workflow management, enhancing team collaboration and efficiency in financial planning and analysis processes. Governance and control: OnPlan's workflow and approval features ensure proper governance and control over the financial planning and budgeting process, helping to maintain accuracy and compliance. **What do you dislike about OnPlan?** Despite OnPlan's easy-to-learn spreadsheet syntax, some users may find it challenging to adapt to a new software platform, especially if they are not familiar with financial planning and analysis concepts. **What problems is OnPlan solving and how is that benefiting you?** Streamlining financial planning and analysis: OnPlan helps finance teams streamline their FP&A processes by providing powerful planning, budgeting, and forecasting capabilities, automating repetitive tasks, and integrating data from various sources into a single platform, which can save time and effort. By addressing these challenges, OnPlan aims to provide finance teams with a comprehensive FP&A platform that can streamline processes, enhance analysis, improve collaboration, and facilitate informed decision-making, potentially benefiting finance teams and organizations in their financial planning and analysis efforts. ### 3. Outstanding Budgeting and Forecasting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bob L. | Corporate Controller, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2023 **What do you like best about OnPlan?** OnPlan is totally customizable for every department, expense category and balance sheet category. Multiple scenarios can be created with different data to compare results. As the periods are completed, actual results can be entered and the model updates in real-time. Time factors for revenue recognition, cash collections and AP payments are editable. Prepaid exoenses track both cash outlays and expense recognition. Multiple ways to model expenses. For example: actual amounts per period, amount per employee, last year's actual average + x%, trailing 6-month average + x%, etc. Implementation and Support services are excellent. Resources are overseas but seldom need to wait more than a day for a response. Resources are top-level - there has never been a need to escalate a case to a more experienced resource. There has seldom been an extra charge for building something new or customizing something after implementation. When there was a charge, it was extremely reasonable. **What do you dislike about OnPlan?** OnPlan uses Google Sheets as its spreadsheet program. Would prefer Excel. But the Google Sheets files are downloadable as Excel. **What problems is OnPlan solving and how is that benefiting you?** Providing executives with answers to their what-if questions. What if revenue only increases by 15%. How many employees will need to be laid off to still achieve zero EBITDA. ### 4. 2 Years later, still impressed by the benefits and time-savings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about OnPlan?** OnPlan is the 2nd product we tried to implement. We moved from Centage, which was too hard to learn and navigate. With OnPlan, I love that we can continue to have our model work interchangeably with GSheets. The spreadsheet formulas give us the flexibility we need and OnPlan provides the guardrails, data management, reporting, scenarios and integrations. They made a large (and impressive) product enhancement last year and the team was quick and attentive to make sure I was fully benefiting from the update. I was very happy with the tool when we first got started 2 years ago, and it's remarkable how far the product has come since then. **What do you dislike about OnPlan?** We're still running on QuickBooks Desktop, so we don't have an automatic integration, which would be nice. We'll be moving to a NetSuite or something similar in the next 12 months, so we're excited to have everything directly synced with OnPlan. **What problems is OnPlan solving and how is that benefiting you?** As a growing company, with constant changes, OnPlan gives us the central location for everything to be managed. We're frequently modeling out new scenarios for new potential product and service offerings. Before OnPlan, it was a multi-day process just to make the updates to the model and ensure we didn't break anything. With OnPlan, we're coming up with opportunities, updating the model and analyzing the pros/cons in the same day. ### 5. The Best, Powerful and Flexible Tool for Financial Planning and Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Charis G. | Administrative Officer II, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about OnPlan?** OnPlan software is designed for small to medium-sized businesses. It offers financial management, inventory management, project management, customer relationship management, and more. One of the standout features of OnPlan is its ability to layer visualization, integration, and collaboration capabilities on top of spreadsheets. This can be a major advantage for organizations that rely heavily on spreadsheets for financial analysis and reporting. By adding more functionality and automation to spreadsheets, OnPlan can help teams work more efficiently and effectively. For me, OnPlan is a strong option for organizations looking to improve their FP&A capabilities which can help teams work more efficiently and make better-informed decisions. **What do you dislike about OnPlan?** One potential downside of OnPlan is that it may not be suitable for organizations with very complex financial models or requirements. While the software is flexible and can handle many FP&A tasks, it may not be able to accommodate every possible scenario or use case. This may be a limitation for some users who require more advanced capabilities or customization options. **What problems is OnPlan solving and how is that benefiting you?** OnPlan can help solve several business problems related to financial planning and analysis (FP&A). This includes Time-Consuming Manual Processes. With the help of OnPlan, it can automate repetitive tasks, such as data entry and syncing, that are prone to errors and can take up valuable time for FP&A. ### 6. Juggling finances made beautiful with OnPlan **Rating:** 5.0/5.0 stars **Reviewed by:** Sanket M. | Recruiter, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about OnPlan?** As a user of OnPlan, I love how it makes financial modelling a breeze. The platform's tailored Financial models, intuitive visualizations, and integrated workflows help me create accurate forecasts with ease. I no longer have to worry about data discrepancies, thanks to the seamless integration with my ERP and CRM software, ensuring that I'm working with reliable data. One of the things that sets OnPlan apart is the human touch they bring to financial forecasting. It's not just about numbers, but about involving my team and making the process more intuitive and efficient. With OnPlan, I have a beautiful and accessible platform that empowers me to make informed decisions, drive improved results, and enhance my financial planning process. **What do you dislike about OnPlan?** The platform has improved my financial modeling and decision-making, and I find the visualizations and workflows helpful in gaining insights into my business's financial performance. However, I believe there is room for improvement in terms of user-friendliness. **What problems is OnPlan solving and how is that benefiting you?** OnPlan has been a valuable tool for me as a recruiter. It helps me better understand my company's finances and operations, so I can make smarter decisions about hiring, budgeting, and resource allocation. It's like having a reliable advisor by my side, guiding me towards strategic recruitment choices with confidence. ### 7. The most intuitive and intelligent tool on the market!! **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria A. | Marketing & Customer success, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2023 **What do you like best about OnPlan?** Throughout these years, I have used several financial platforms, but without a doubt, OnPlan has improved and facilitated my work life 100%: Flexibility: OnPlan offers a flexible platform that can be customized to meet the unique needs of each organization. I can choose from a range of templates and features to build my own financial models, and can also integrate my existing spreadsheets and data sources. Improved Decision Making: OnPlan provides powerful data visualization tools that help users to better understand the financial data. This can lead to more informed decision-making and better business outcomes. **What do you dislike about OnPlan?** Integration Limitations: While OnPlan integrates with popular spreadsheet software, it may not integrate as seamlessly with other tools or data sources that an organization uses. This could limit the effectiveness of the platform for some organizations. It is necessary to know it in advance, to have an optimal use of the tool. **What problems is OnPlan solving and how is that benefiting you?** Manual Processes: Traditional financial planning and analysis processes can be time-consuming and error-prone, often requiring significant manual effort. OnPlan automates many of these processes, reducing the time and effort required and minimizing the risk of errors. ### 8. Excellent financial planning product **Rating:** 5.0/5.0 stars **Reviewed by:** Sonal R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2023 **What do you like best about OnPlan?** OnPlan is a very powerful piece of software that has greatly changed the way we do our work. As software for budgeting and making plans, it has given us a dashboard that we can change to fit our jobs and preferences. When compared to Excel spreadsheets, one of the best things about OnPlan is that it makes planning and forecasting faster. This is done by giving important stakeholders direct access to each other, which streamlines the whole process. Also, OnPlan protects private information with granular roles and permissions, which makes sure that data is safe. With automatic data updates, it's easy to keep track of information, which saves us time and effort. With OnPlan, it's also easy to change KPIs and make dashboards. This makes it easy to track and measure success. Overall, OnPlan's powerful features, customizable dashboard, strong security measures, and user-friendly functions have made it a valuable tool for our money management. We highly suggest OnPlan to anyone who wants a budgeting and forecasting tool that works well and is easy to use. **What do you dislike about OnPlan?** I thoroughly enjoyed the product and found no faults with it. The best part is it has excellent customer service support. They are always ready to help. It is very flexible but I still would like it to be more flexible. **What problems is OnPlan solving and how is that benefiting you?** It was so difficult and time conuming process for tracking cash and calculating profit and loss earlier but now it is so easy with the help of OnPlan. It has immensely improved our business. ### 9. Exceptional Platform for Project Management and Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Ali S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2023 **What do you like best about OnPlan?** OnPlan is an exemplary budgeting and forecasting platform tailored to meet the needs of various industries and small to medium-sized businesses globally. As an avid user of OnPlan, I have been greatly impressed with the platform's multifaceted features that provide superior visibility, heightened transparency, and expedited benchmarking for teams. Notably, OnPlan's exceptional budgeting and forecasting capabilities are a major highlight, affording insightful analytics and enabling strategic decision-making regarding resource allocation and project management. The platform's nuanced approach to financial planning and forecasting is particularly noteworthy. With the ability to parse intricate data sets and generate real-time reports, OnPlan empowers users to gain deeper insights into their business functions and make informed decisions with greater accuracy and efficiency. Moreover, the platform's innovative tools enable teams to track expenses, measure performance, and forecast budgets across various departments, promoting cohesive collaboration and optimal outcomes. All in all, OnPlan is an invaluable asset to businesses of all sizes, offering a powerful suite of tools for bolstering financial planning and streamlining operations. With its sophisticated budgeting and forecasting approach, OnPlan allows me to optimize my financial management and achieve sustainable growth. **What do you dislike about OnPlan?** It is rare to identify any significant shortcomings within the OnPlan platform. However, as a seasoned software user, I have found that it could benefit from more incredible report customization options and enable users to visualize and interpret data. Nonetheless, this minor limitation pales compared to the platform's numerous strengths, including its formidable budgeting and forecasting capabilities and its potential to enhance transparency and collaboration among team members. Overall, OnPlan is a powerful tool for companies aiming to elevate their financial planning processes and maximize their prospects for growth and prosperity. **What problems is OnPlan solving and how is that benefiting you?** OnPlan is addressing several important business challenges, resulting in significant benefits for me and my organization. The platform's advanced budgeting and forecasting features enable us to make informed decisions regarding resource allocation and project management, which enhances our operational efficiency and supports long-term growth. OnPlan also enables better expense tracking, performance monitoring, and collaboration among team members, saving time and improving data accuracy. Additionally, the platform's intuitive user interface promotes productivity. Overall, OnPlan's comprehensive financial management tools have enabled us to overcome various business obstacles, achieve better outcomes, and position ourselves for continued success. ### 10. Fabulous Financial Tool for Growing Companies **Rating:** 5.0/5.0 stars **Reviewed by:** Heena L. | Client Relationship Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2023 **What do you like best about OnPlan?** I have been a working with many growing companies where they use various tools for the budgeting purpose but using OnPlan was a great experience as. It is very user friendly, saves lot of time & on the top of it, the customization feature is just a crowing stroke as it easily fulfills multiple business needs. It is a one of the best solutions for the companies that are using GSheets/Excel for their financial planning in the more efficient manner as user can implement through the existing model in excel. **What do you dislike about OnPlan?** There is always a scope for improvement, even for the best product. I found it to be one of the best solutions from our growing organisation but moving ahead, more features can be added. **What problems is OnPlan solving and how is that benefiting you?** We could easily use it on our automated spreadsheets & we can easily share the " what-if " scenarios with our stakeholders. The changes can easily be done, and apart from that, we can generate the generate report & KPI, which is always tedious for us to perform. ### 11. Simplify Complex Financial Data To Boost Efficiency with OnPlan **Rating:** 5.0/5.0 stars **Reviewed by:** Anjiya S. | English Instructor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2023 **What do you like best about OnPlan?** The best OnPlan function is its ability to accurately automate complex financial processes such as budgeting, forecasting, and reporting with its AI technology. This helps improve time efficiency and reduces errors. The software's user-friendly interface and customisable dashboards enable its users to summarise financial data and model different scenarios, identifying potential risks and opportunities and adjusting financial strategies accordingly. **What do you dislike about OnPlan?** My least favourite thing about OnPlan is its price point. However, I think it is justified as OnPlan's AI-powered algorithm capabilities is like no other! It generates accurate forecasts and reviews of different scenarios making it easier for the user to make informed decisions. The cost of the product is nowhere near the benefit it can provide. **What problems is OnPlan solving and how is that benefiting you?** OnPlan solves financial planning and analysis challenges through automation, flexibility, and excellent support, enabling businesses to make informed decisions and streamline financial processes. ### 12. Indispensable tool for saving time in Project Management **Rating:** 0.0/5.0 stars **Reviewed by:** Antonella H. | Residente de obra, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about OnPlan?** I've worked with several expanding businesses that utilize various budgeting tools, but using OnPlan was utterly different. It is incredibly user-friendly, saves a lot of time, and the customization capability is just icing on the cake. OnPlan is a unique platform that can adapt to the demands of diverse industries, from minor to big-sized organizations worldwide. As an OnPlan user, I've been delighted by the platform's numerous capabilities, such as superior budgeting, forecasting skills, providing comprehensive analytics and enabling strategic resource allocation and project management decision-making. **What do you dislike about OnPlan?** In my opinion, the program is extremely useful as it is. However, I will be aware of any updates that I know will allow the user to have a better experience, **What problems is OnPlan solving and how is that benefiting you?** Savin time while I do project management and planning. ### 13. Great tool for start ups to forecast P&L and cash **Rating:** 5.0/5.0 stars **Reviewed by:** Sunil S. | Co-Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2023 **What do you like best about OnPlan?** It's significantly improved my ability to forecast our business and helped deliver more confidence to our board on our financials. I love that it syncs with Quickbooks so that my forecast aligns perfectly with our actual financials. **What do you dislike about OnPlan?** Some of the team is based overseas so it can sometimes take a few hours to get a support response. But the response is always great and often accompanied by video explanations that are very helpful. **What problems is OnPlan solving and how is that benefiting you?** I am a CEO that also serves as our CFO and OnPlan has greatly improved my ability to forecast our business in many ways: 1) It syncs with Quickbooks so that I can easily see how our actual financials align with our forecast in combined charts and graphs, 2) I can easily update the forecast with actuals each month as we close our books 3) I can take snapshots of each forecast made in the past to see how we perform against those forecasts and easily see variances to make adjustments 4) I can export the forecast in excel to share with our board, investors and acquirers and 5) I can track both cash and P&L on an accrued basis which is great for cash management. ### 14. Best ever software for life **Rating:** 5.0/5.0 stars **Reviewed by:** Farhan H. | Veterinarian, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2023 **What do you like best about OnPlan?** Business plan created by on plan seems like it has been mad by a world class business man.i am fully satisfied with the way of working of this software. Absolute timeframe with best results. **What do you dislike about OnPlan?** Rarely it takes time but it's not a very big deal . I'm am completely satisfied after using this product. A relatable software for descent people .very easy to access and best results oriented. **What problems is OnPlan solving and how is that benefiting you?** I am tried to calculate my budget for purchasing medicine as I am a wholesaler. When i did it on myself I got struck but when a friend told me about onplan then i decided to use and i was surprised that it took no time and solve my errors in a professional way what I was looking for. ### 15. After much searching, I found the solution. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2023 **What do you like best about OnPlan?** OnPlan uses the client base model to bring higher level capabilities and functionalities to the user. This personalizes the solution to our data and our needs. **What do you dislike about OnPlan?** OnPlan requires the active participation of the user--but less so than other black box solutions. This increases the understanding of the model. **What problems is OnPlan solving and how is that benefiting you?** We built project level cost accounting from disparate sources into the model. It brings great clarity into how we price and has led to improved margins. ### 16. An extremely potent platform **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle A. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about OnPlan?** OnPlan is a dynamic, effective application that is also extremely reasonably priced. I wholeheartedly endorse it for any business trying to advance and modernize their accounting/finance department. The platform is very powerful, has demonstrated the capacity to produce reporting tools to help with day-to-day management as well as solutions to automate manual accounting operations to boost productivity. It is one of the greatest alternatives for businesses using GSheets/Excel for their financial planning in a more effective manner. **What do you dislike about OnPlan?** Honestly, nothing. This is an excellent platform for me. **What problems is OnPlan solving and how is that benefiting you?** Certain accounting-related tasks are greatly mechanized and simplified by it. Amazing integration features. ### 17. An innovative financial tool for businesses! **Rating:** 5.0/5.0 stars **Reviewed by:** Allan Andrei S. | Enterprise (> 1000 emp.) **Reviewed Date:** April 12, 2023 **What do you like best about OnPlan?** Onplan is an innovative product that changes businesses' capability to interpret financial performance and expand the visualization of financial reports with actual updates. Not only that, it works perfectly with MS Excel sheets. There are a lot of tools for businesses' financial needs in the market, but none is on par with Onplan. **What do you dislike about OnPlan?** In my opinion, the product is perfect for any business needs. **What problems is OnPlan solving and how is that benefiting you?** It helps a lot with budgeting and forecasting finances. It allows me to estimate future earnings and expenditures across disparate departments or businesses. It also helps track income and expenses, monitor trends, and make informative resource allocation plans. ### 18. Great platform we can now easily generate professional and accurate reports for our bank! **Rating:** 4.5/5.0 stars **Reviewed by:** Isabella F. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2023 **What do you like best about OnPlan?** The transfer from QB to OnPlan after setup is effortless. Their instructional videos are simple to follow. **What do you dislike about OnPlan?** The start-up/set-up was very rocky. However, after the setup was completed, it has been more accessible. **What problems is OnPlan solving and how is that benefiting you?** Ease of reporting to our bank. - [View OnPlan pricing details and edition comparison](https://www.g2.com/products/onplan-platform/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+08%3A01%3A13+-0500&secure%5Bsession_id%5D=79c743af-87f0-46d2-8512-b8323626fe2f&secure%5Btoken%5D=622365d4d6874f45a908fe87c34071a5d75785c6b0596890fbf70c6262c11321&format=llm_user) ## OnPlan Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top OnPlan Alternatives - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (414 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (487 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (392 reviews)