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OnPlan

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18 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.6
Serving customers since
2017

Profile Name

Star Rating

16
1
0
0
1

OnPlan Reviews

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Profile Name
Star Rating
16
1
0
0
1
Anwar T.
AT
Anwar T.
05/12/2023
Validated Reviewer
Verified Current User
Review source: Organic

Without error variance

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.
Verified User in Information Technology and Services
EI
Verified User in Information Technology and Services
05/05/2023
Validated Reviewer
Verified Current User
Review source: Organic

2 Years later, still impressed by the benefits and time-savings

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.
Charis G.
CG
Charis G.
Customer Service Associate at Development Bank of the Philippines
04/21/2023
Validated Reviewer
Review source: Organic

The Best, Powerful and Flexible Tool for Financial Planning and Analysis

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.

About

Contact

HQ Location:
Aventura, US

Social

@onplanco

What is OnPlan?

OnPlan is a financial planning and analysis (FP&A) platform designed to help businesses streamline their budgeting, forecasting, and financial reporting processes. It provides tools for creating flexible financial models, scenario planning, and real-time collaboration among team members. OnPlan integrates with existing financial and ERP systems to deliver insights and scalable solutions for both small and large organizations. The platform aims to enhance accuracy and efficiency in financial management, catering to the needs of financial analysts, CFOs, and other finance professionals.

Details

Year Founded
2017