Average Ratings 3 Ratings
Average Ratings 1 Rating
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.
Description
By implementing smartly automated financial systems and gaining deeper insights, you can shift your focus from mere transaction handling to strategic analysis and decisive actions. Businesses naturally experience fluctuations over time, and Workday is designed to keep you agile and prepared for changes with its adaptable framework. You can modify your business processes while consistently monitoring any developments along the way. The integration of machine learning minimizes obstacles by continually identifying discrepancies and offering valuable suggestions. This enables finance teams to analyze and assess outcomes while concentrating on the most critical areas of the organization. We ensure that data reaches every part of your company, providing timely insights when they are most needed. Stakeholders gain visibility into the factors influencing the business, empowering them to take informed actions. Additionally, Workday guarantees unmatched electronic documentation, as we meticulously track every transaction and modification in real-time, allowing you to proactively manage risks and ensure compliance effectively. Overall, this seamless integration enhances operational efficiency and drives better decision-making across your organization.
API Access
Has API
No
API Access
Has API
No
Integrations
5X
No
ADP Retirement Services
No
AppZen
No
Betterment
No
CloseCoda
No
Culture Amp
No
FISPAN
No
Google Cloud BigQuery
Yes
Management of Things (MoT)
No
Medius
No
Integrations
5X
Yes
ADP Retirement Services
Yes
AppZen
Yes
Betterment
Yes
CloseCoda
Yes
Culture Amp
Yes
FISPAN
Yes
Google Cloud BigQuery
No
Management of Things (MoT)
Yes
Medius
Yes
Pricing Details
$12,500/year
We offer three pricing tiers. Every customer gets the OnPlan Engine and our Fundamentals bundle of Apps to manage core financial budgeting and forecasting needs. Additional apps are configured based on the customers' needs. Full details on OnPlan website under Pricing.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
OnPlan
Founded
2016
Country
United States
Website
onplan.co
Vendor Details
Company Name
Workday
Founded
2005
Country
United States
Website
www.workday.com/en-us/products/financial-management/overview.html
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
No
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Currency Management
Yes
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
No
Risk Management
No
Tax Management
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
Yes
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
Yes
Performance Metrics
No
Sales Trend Analysis
Yes
Statistical Analysis
No
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
Yes
Idea Management
No
KPIs
No
Modeling & Simulation
Yes
Roadmapping
No
Scenario Planning
Yes
Scorecards
No
Workforce Management
Budgeting & Forecasting
Yes
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
No
Skills Tracking
No
Time & Attendance
Yes
Variable Workforce
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
Expense Report
Approval Process Control
No
Invoice Management
No
Multi-Currency
No
Receipt Management
No
Reimbursement Management
No
Spend Control
No
Time Tracking
No
Workflow Management
No
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
No
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Grant Management
Compliance Management
No
Contract Management
No
Grant Application Management
No
Grant Award Tracking
No
Grant Opportunity Search
No
Self-Registration
No
Procure to Pay
Billing & Invoicing
No
Budgeting / Forecasting
No
Compliance Management
No
Contract Lifecycle Management
No
Financial Reporting
No
Integration Management
No
Inventory Management
No
Order Management
No
Vendor Management
No
Revenue Management
Competitor Analysis
No
Dynamic Pricing
No
For Airlines
No
For Hospitality Industry
No
Forecasting
No
Inventory Control
No
Price Optimization
No
Recommendation Engine
No
Yield Management
No