Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

Empiraa is a strategy execution platform built specifically for professional services firms that help clients with business planning and growth. Whether you're a consultant, advisor, virtual CFO, or business service provider, Empiraa enables you to move beyond static spreadsheets and disconnected tools by delivering real-time, trackable strategy execution inside a centralized, client-facing platform. With Empiraa, you can manage multiple client accounts from one dashboard—assigning responsibilities, tracking progress, and aligning strategy with execution. Each plan is built around structured objectives, actions, and KPIs, with live data updates through integrations with tools like Xero, Google Sheets, and HubSpot. The result? Less manual follow-up, more client accountability, and a scalable framework for delivering consistent outcomes across every engagement. Empiraa’s full white-label functionality allows you to brand the platform as your own—from logos and colors to a custom domain—offering clients a seamless, professional experience that enhances your credibility and strengthens long-term retention. You can also create reusable templates, automate onboarding workflows, and streamline collaboration with internal and client teams. By embedding your expertise into a live platform, Empiraa helps transform your advisory services into a repeatable, tech-enabled offering. It’s trusted by firms across Australia, North America, and the UK to grow revenue, reduce client churn, and scale without sacrificing quality. If you're ready to productize your services and deliver smarter, more sustainable client outcomes, Empiraa is built for you.

Description

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. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Salesforce
Xero
BambooHR
Discord
Gmail
Google Analytics
Google Drive
HubSpot Sales Hub
Jotform
MYOB
QuickBooks Online Advanced
Sage Intacct
Stripe
Trello
WordPress
Workato

Integrations

Google Sheets
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Salesforce
Xero
BambooHR
Discord
Gmail
Google Analytics
Google Drive
HubSpot Sales Hub
Jotform
MYOB
QuickBooks Online Advanced
Sage Intacct
Stripe
Trello
WordPress
Workato

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

$12,500/year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Empiraa

Founded

2021

Country

Australia

Website

www.empiraa.com

Vendor Details

Company Name

OnPlan

Founded

2016

Country

United States

Website

onplan.co

Product Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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