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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
Brian D.
BD
Brian D.
04/17/2023
Validated Reviewer
Verified Current User
Review source: Organic

After much searching, I found the solution.

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.
Victoria A.
VA
Victoria A.
Marketing || Communication
04/13/2023
Validated Reviewer
Review source: Organic

The most intuitive and intelligent tool on the market!!

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.
Sonal R.
SR
Sonal R.
Working as a freelancer
04/13/2023
Validated Reviewer
Review source: Organic

Excellent financial planning product

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.

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
Website
www.onplan.co