---
title: OnPlan Reviews
meta_title: 'OnPlan Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 18 reviews by the users' company size, role or industry to
  find out how OnPlan works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 18
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# 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. 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.



- [View OnPlan pricing details and edition comparison](https://www.g2.com/products/onplan-platform/reviews?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A20%3A01+-0500&secure%5Bsession_id%5D=04973299-2c8d-4d09-b421-dcd08a05d8e3&secure%5Btoken%5D=40d33227260abc3c3bedb165d3a8805715f2ff824490b233b1f64ba7799a4356&format=llm_user)

## OnPlan Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Budget Management**
- Consolidation
- Adjustments

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

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