OnPlan allows users to forecast, budget, and collaborate easily with their team. Whether you're creating your first financial models for a business plan, or need ongoing accurate projections for board meetings, OnPlan is there to support your financial modeling needs.
OnPlan integrates with any Microsoft Excel or Google Sheets financial model. Simply send OnPlan your existing model and the customer success team takes care of the rest. OnPlan's team will convert your model into its platform and extend it with drag-and-drop controls. Once the core model has been built out, OnPlan will extend the model's functionality with informative dashboards, charts, graphs, and more.
With OnPlan, users have a variety of pre-made dashboards, sales, marketing, and staffing modules. All of the modules are designed to make your model clear, concise, and easy to navigate.
Users can quickly generate a "What If" scenario with OnPlan. This feature allows users to compare the forecast of one situation versus another easily.
OnPlan offers four-way synchronization between Google Sheets, Microsoft Excel, and Airtable to provide users with unparalleled flexibility. Additionally, OnPlan uses the same formulas as Excel and Google Sheets so that users can take advantage of VLOOKUP, SUMIFS, and IF statements.
OnPlan boasts a pricing structure that is flexible enough to scale with any business. The pricing is easily found on OnPlan's website and users can even decide if they want to pay on an annual or monthly basis.
There are three plans for customers to choose from: Basic, Team, and Growth.
Keep in mind that the Basic plan only allows accounting integration with Quickbooks Online and Xero.
The Team plan is a bit more extensive as it offers CRM Integration with Salesforce, Hubspot, Pipedrive, Copper, Google Analytics, and Google Sheets. Users also have access to the "What-If" Scenario Analysis feature as well as the Budget vs. Actual feature.
The Growth plan is the most expensive, but users have access to the platform's full capabilities. Users have access to everything Basic and Team users have; however, the Growth plan includes the following two features: Multi-Entity Consolidation and Revenue Recognition for more than 25 companies.
If you only plan on using OnPlan's services for a short time, it might be better to select the monthly payment plan. However, if you plan on using the service for a year or longer, it would be beneficial to sign up for the annual subscription.
The company offers several tutorials and walk-through videos on YouTube for users struggling to get the hang of OnPlan's platform. These videos are beneficial as they allow users to visually see how the platform is laid out and how it works. Users can easily follow along with a video and push pause whenever they want.
OnPlan offers a variety of useful tools and resources; however, there are a few things we wish were a bit more fleshed out. First, we'd like to see OnPlan provide insight on exactly what happens during a demo. OnPlan does offer a demo of its product, and while demos are a great way to give prospective clients a preview of the service, a thorough but straightforward breakdown may persuade more users to act.
Additionally, we would like to see OnPlan expand its frequently asked questions section. There are only about three to four frequently asked questions, and the answers feel a bit generic and vague. Giving more in-depth explanations and providing more details about its services and products will help OnPlan attain more authority and earn consumers' trust.