Best Financial Planning and Analysis (FP&A) Software for BambooHR

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.

Uplinq's machine-learning technology and skilled professionals keep your bookkeeping current and transform your data into actionable information - all at the push of a button. Bookkeeping, taxes, financial management solutions that don't work are a waste of time and money. Enter Uplinq. Uplinq is financial intelligence that goes beyond bookkeeping. This information is updated weekly and tailored to your needs. Our data-focused technology allows for seamless connections to the institutions and tools that you use to manage your business. It shouldn't be so easy to do everything. Our technology automatically categorizes transactions and tracks your business activity. This technology allows us to provide financial analytics on a weekly base without having to answer a constant stream of questions. Many business owners struggle with how to use their financial data. Uplinq addresses this problem head-on. Uplinq will give you a global view of all aspects of your business, updated almost in real-time.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Goodbye tedious manual tasks. Goodbye manuals and time-consuming tasks. Hello valuable business insights. There's no need to copy and paste numbers from one spreadsheet into another. All data from your ERP, HRIS, CRM, and ERP systems can be connected and reworked in one place. Automate manual tasks and save time for strategic stuff that modern finance teams should focus on. Your day is 40% occupied by back-and-forth emails. This is not what investors or the CEO expect from top tech finance teams. In one platform, collaborate with business partners to analyze numbers. You can create private spaces, define workflows, assign permissions, and exchange ideas at lightning speed. Abacum is more than a number cruncher. It's a strategic powerhouse. Your stakeholder will understand your advice, and Abacum will organize key insights in an easy-to-use interface. Build reports that business partners will actually open and take action on.

Plan together, identify bottlenecks, and make confident decisions in order to achieve your goals. Connect your marketing, finance, hiring, and sales plans quickly and accurately. Calculate metrics that are shared across geographies and market segments. Compare actuals with plans to determine which parts of your company are thriving or struggling. Predictive alerts will let you know if there are any deviations from your plan numbers. Connect and merge data from multiple sources to get a bigger picture. With the best-in class visualizations, you can customize financial reports and optimize revenue, costs & profits. Consolidate data from multiple sources to gain complete visibility of business performance. This includes ERP, CRM, billing systems, databases, Excel & CSV.

Keep your data synchronized and create budgets, run financial forecasts and analyze important data with your team. Data connectivity, planning flexibility and rich insights are essential for today's finance teams. Our mission is to deliver on this promise. Our collaborative platform allows you to create data-driven budgets and financial forecasts, and monitor plans against actual performance. Firmbase integrates into your existing systems, allowing you to access business data with a single click. Now you can save countless hours of manual work and avoid data silos. We understand that your business must constantly evolve. You must be able to react quickly. Firmbase was designed to allow you to create financial models with maximum flexibility with your team.