Was ist OnPlan?

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Wer verwendet OnPlan?

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries.

Wo kann OnPlan bereitgestellt werden?

Cloud, SaaS, webbasiert

Über den Anbieter

  • OnPlan
  • Ansässig in San Francisco, USA
  • 2015 gegründet
  • Telefon-Support

Erhältlich in diesen Ländern

Kanada, Vereinigte Staaten, Vereinigtes Königreich

Sprachen

Englisch

Über den Anbieter

  • OnPlan
  • Ansässig in San Francisco, USA
  • 2015 gegründet
  • Telefon-Support

Erhältlich in diesen Ländern

Kanada, Vereinigte Staaten, Vereinigtes Königreich

Sprachen

Englisch

OnPlan – Videos und Bilder

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Videos zu OnPlan
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Kosten ähnlicher Produkte wie OnPlan vergleichen

OnPlan

12.500,00 $/Jahr
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen
475,00 $/Monat
Kostenlose Version
Gratis Testen
9,99 $/Monat
Kostenlose Version
Gratis Testen

OnPlan Funktionen

  • Ad-hoc-Berichterstattung
  • Aktivitäts-Dashboard
  • Anpassbares Dashboard
  • Asset Lifecycle Management
  • Budgetierung/Prognosen
  • Cash Management
  • Dashboard
  • Daten-Connectors
  • Daten-Import / -Export
  • Datensynchronisation
  • Datenvisualisierung
  • Drag-and-Drop
  • Einkommen & Bilanz
  • Finanzberichterstattung
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • KPI-Überwachung
  • Konsolidierung / Roll-Up (Reporting)
  • Leistungskennzahlen
  • Mehrere Abteilungen / Projekte
  • Meilensteinverfolgung
  • Metadata-Management
  • Modellierung & Simulation
  • Prognose
  • Prädiktive Analytik
  • Roadmapping
  • Spesenmanagement
  • Strategische Planung
  • Szenarioplanung
  • Umsatzentwicklung-Analyse
  • Verkaufsberichte
  • Versionskontrolle
  • Veröffentlichung / Teilen
  • Visuelle Analytik
  • Werkzeuge zur Zusammenarbeit
  • Wertungslisten
  • Wichtige Leistungsindikatoren (KPI)
  • Zielsetzung / Nachverfolgung
  • für gemeinnützige Organisationen
  • „Was wäre wenn“-Szenarien

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Bewertungen über OnPlan

Durchschnittliche Bewertung

Gesamt
4,9
Benutzerfreundlichkeit
5,0
Kundenservice
5,0
Funktionen
4,8
Preis-Leistungs-Verhältnis
5,0

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
93%
4
7%
Sumeet
CEO in USA
Verifizierter Nutzer auf LinkedIn
Gesundheit, Wellness & Fitness, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Starting off to use

5,0 vor 2 Jahren

Kommentare: [SENSITIVE CONTENT HIDDEN] and his team have been great in following up with details and reach out. We have started in the onboarding process which is the input parameter of the setup. More they do the heavy lifting - I send them a baseline business model and then they interview a lot of questions that gets placed into the model themselves. So this process has been quite interactive.

Vorteile:

[SENSITIVE CONTENT HIDDEN] and his team have been great in creating this solution for automated spreadsheets on the fly and also CFO like resources on a dashboard. I look forward to using this prominently as we continue to grow and eventually have this automated as planned thus making a CEO's life a lot easier. One thing I hate doing is updating spreadsheets even with a static template. This solution will be dynamic and ultimately make things more efficient for us accordingly.

Nachteile:

Too early to tell as we are about to use it in more detail in the coming weeks.

Amro
CFO in Vereinigte Arabische Emirate
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Robust Financial Reporting Platform

5,0 vor 2 Jahren

Kommentare: We wanted to peroform monthly BVA variance analysis and be able to track ALL updates in our financial model in one place and Onplan was a perfect solution to our objective function.

Vorteile:

From day one the team at On plan assigned us with a technical [SENSITIVE CONTENT HIDDEN] who helped us set up our QuickBooks in a matter of seconds. Onplan allowed us to integrate our financial reporting with our CRM platforms (Hubspot) and GUSTO (Payroll) very efficiently The platform connected to our google sheet and excel models seamlessly and we took control of our financial planning, analysis, and reporting The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place

Nachteile:

Overall the product is 5-star AA+ and the team at onplan managed to update certain formatting features that we requested very fast

Dean
Managing Partner in Kanada
Informationstechnologie & -dienste, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Product with a Lot of Potential

5,0 vor 9 Monaten

Vorteile:

As we continue to evolve and grow as a company it has become increasingly important to be able to forecast sales, profit and cash flow. We were using Planning Maestro, and although a very robust product, it was extremely difficult to adapt it to our exact needs. The OnPlan team was able to quickly understand our needs and turn this into a "custom" model that we now use on a daily basis to forecast sales, revenue, cash flow and make strategic decisions based on this information. The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary. Using OnPlan to generate management reports and KPI's could not be easier. The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed. After using the product for a while, we see a TON of potential in it. The team has continued to listen to our feedback and has implemented changes to the base product at our request.

Nachteile:

Although the reporting and charting is robust and good for general management reporting, it could benefit from some Power BI (or Google equivalent) type functionality. Having said that, and after getting to know the team, I am confident that they will continue to grow and improve the product. I am excited to see what is coming up..

Tetyana
Sr. Consultant in USA
Unternehmensberatung, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Tool for Rapid Implementation

5,0 vor 2 Jahren

Kommentare: We implemented OnPlan to build a budget and rolling forecast for a division within a larger company. I was impressed wtih the granularity of user permissions and acess, the change logs and the what-if scenario forecasting.

Vorteile:

OnPlan sets a new benchmark for ease of implementation and time to value. I was on a team that implemented OnPlan for a division in a well know SaaS company. The beauty of OnPlan is that it allows a user to take an existing Excel financial model and ingest it without changing the logic. Our time of implementation was three weeks from start to finish rather than the six months that is typical of heavier ERP systems.

Nachteile:

There are a couple of UX/UI things that I think can be smoothed out, but overall a very polished software.

Steven
Board Member in USA
Gewerbeimmobilien, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Excellent Variance Analysis

5,0 vor 10 Monaten

Kommentare: I was up and running with OnPlan in two weeks. Overall I like the spreadsheet feeling and the fact that I am able to review my model in Google Sheets and Excel.

Vorteile:

OnPlan's ability to rapidly generate budget versus actuals is the best of any CPM software that I have used. The user interface is clean and modern and feels like a big upgrade over Adaptive Planning. Also, the native integration with Quickbooks online worked seamlessly.

Nachteile:

The connection to Google Slides was a bit rough around the edges.