[
OnPlan Reviews
](https://www.g2.com/products/onplan-platform/reviews)

[
OnPlan Reviews
](https://www.g2.com/products/onplan-platform/reviews)

# OnPlan Features

##### 
## Budget Creation (6)

Data Import

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Budget Hierarchies

Define budget structure elements and how they are linked hierarchically

Versioning

Keeps track of all versions of a budget and allows users to compare versions

Formulas

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

What-If

Test the potential financial impact of business decisions on revenues and expenses

Budget Periods

Users can customize standard budget periods (3, 9, or 12 months)

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##### 
## Budget Management (2)

Consolidation

Consolidate multiple budgets from different departments or business entities

Adjustments

Users with administrative access rights can modify budgets

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##### 
## Forecasting (5)

Historical Data

Forecasting is based on past transactions and historical financial or operational data

Reforecast

Ability to recreate forecasts to include new information that may impact budgets

Forecast Types

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Rolling Forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

AI

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

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##### 
## Analytics (3)

Variance Analysis

Project out as the year progresses to accommodate trends that affect key business drivers.

Forecasts Comparison

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward Looking

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

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##### 
## Agentic AI - Budgeting and Forecasting (3)

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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## Top-Rated Alternatives

[

 ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena")

Vena

4.5/5(478)

](https://www.g2.com/products/vena/reviews)

[

 ![Planful](https://images.g2crowd.com/uploads/product/hd_favicon/16a6704a16942ceac536b5b6fd3f7514/planful.svg "Planful")

Planful

4.3/5(501)

](https://www.g2.com/products/planful/reviews)

[

 ![Datarails](https://images.g2crowd.com/uploads/product/hd_favicon/8bdd3486c6848acec3623fd0b3aee980/datarails.svg "Datarails")

Datarails

4.6/5(365)

](https://www.g2.com/products/datarails/reviews)

[
View All Alternatives
](https://www.g2.com/products/onplan-platform/competitors/alternatives)

##### Categories on G2

[
Budgeting and Forecasting
](https://www.g2.com/categories/budgeting-and-forecasting)

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