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OnPlan

OnPlan delivers comprehensive tools for financial planning and analysis, focusing on budgeting, forecasting, and scenario modeling. While it may take time to pr...

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OnPlan delivers comprehensive tools for financial planning and analysis, focusing on budgeting, forecasting, and scenario modeling. While it may take time to pr...

Product Overview

OnPlan delivers comprehensive tools for financial planning and analysis, focusing on budgeting, forecasting, and scenario modeling. While it may take time to process calculations and implement updates, the software provides essential insights for effective financial management strategies. Additionally, a free trial is offered for a limited period, allowing users to evaluate its fit for their needs. In summary, OnPlan significantly improves planning efficiency and oversight.

Product Snapshot

Product Details

What Is OnPlan?

Overview

OnPlan is a cloud-driven financial planning tool tailored for small to medium-sized enterprises, simplifying the tasks of budgeting and sales forecasting. By leveraging its synchronization features, users can apply Excel formulas to craft financial models, enabling them to effortlessly export forecasts into spreadsheets for stakeholder sharing. The primary aim of OnPlan is to equip business owners with the necessary resources for informed financial planning.

The software encompasses a range of functionalities that assist organizations in managing their financial planning workflows. Key features include permission management, pre-built dashboards, forecasting capabilities, benchmarking tools, and scenario analysis. Through this application, businesses can generate reports comparing budgeted versus actual figures and explore various what-if scenarios. Additionally, users can utilize dropdown menus, extensive text notes, checkboxes, and formulas to structure their modeling process. The system supports integration with several third-party applications such as Xero, Google Analytics, Zapier, Pipedrive, QuickBooks, Microsoft Excel, Salesforce, and Google Sheets.

OnPlan Pricing

The cost of OnPlan software is set at $1,250 annually and offers multiple plans. Click on the Get Pricing option and one of our customer service representatives will reach out promptly to assist you in choosing the most suitable plan.

OnPlan Demo

Experience a live demonstration of the platform and discover how OnPlan project management software can enhance your financial planning workflow. Schedule a demo today and take the initial step toward achieving financial success. The software also provides a free trial encompassing all premium features.

OnPlan Reviews

Numerous customers have shared favorable feedback regarding the software for their financial planning requirements. Users commend OnPlan for its intuitive interface and exceptional customer support. Many report that the platform has enabled them to save both time and money while making informed financial decisions for their enterprises. For more insights, you can explore additional OnPlan software reviews in our Reviews Section.

Our Thoughts

OnPlan stands out as an effective financial planning solution that aids businesses in optimizing their financial processes while conserving time and resources. Its user-friendly interface ensures ease of use, and the support team is always available to address any inquiries. We highly recommend OnPlan for organizations seeking a thorough financial planning tool. If you're contemplating this software, we encourage you to check out the demo to see how it can assist you in achieving your financial objectives. We are confident that you will be pleased!

Project Management Software Features

dashboard
free plan
reporting
scheduler
dashboards
free trial
mobile app
purchasing
ai features
file sharing
integrations
telemedicine
collaboration
mobile access
time tracking
bid management
patient portal
budgeting tools
e prescriptions
email marketing
lead generation
marketing tools
quality control
rent collection
task management
asset management
automation tools
custom workflows
document sharing
easy integration
expense tracking
lab integrations
lease management
maintenance logs
project tracking
shared calenders
budget management
claims management
data importexport
project templates
safety management
tenant management
time zone support
content management
customizable forms
data visualization
equipment tracking
project management
project scheduling
shop floor control
team communication
alertsnotifications
campaign management
communication tools
contract management
document management
employee engagement
employee management
employee onboarding
facility management
incident management
production planning
property accounting
reporting analytics
resource allocation
workforce analytics
financial management
inventory management
maintenance requests
patient demographics
portfolio and assets
real time monitoring
bill of materials bom
billing and invoicing
business intelligence
customer segmentation
equipment maintenance
inspection management
partner data exchange
product health scores
scalable architecture
work order management
attendee communication
customizable workflows
facilities maintenance
performance management
benefits administration
change order management
compensation management
registration management
reporting and analytics
social media management
supply chain management
workflows and approvals
business intelligence bi
communication and access
documents and compliance
manufacturing management
subcontractor management
training and development
integrated team calendars
stakeholder collaboration
access controlspermissions
human resources management
maintenance and operations
attendance and time tracking
employee self service portal
integration with erp systems
product lifecycle management
centralised product portfolio
venue and resource management
agenda and schedule management
compliance and risk management
human resources management hrm
sales and marketing automation
speaker and content management
audience interaction technology
data driven product performance
employee information management
on site and virtual event tools
project planning and scheduling
tenant and lease administration
appointment managementscheduling
product lifecycle management plm
integration with financial systems
production planning and scheduling
recruitment and applicant tracking
financial management and accounting
customer relationship management crm

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