OnPlan Overview
What is OnPlan?
OnPlan is a financial planning and analysis (FP&A) platform built for growth-stage companies. It positions itself as a cost-effective alternative to enterprise solutions, offering robust features like budget vs. actuals tracking, forecasting, and powerful 'what-if' scenario modeling at a fraction of the cost. A key benefit is its rapid implementation, promising onboarding in days rather than months. The platform integrates seamlessly with popular accounting software (QuickBooks, NetSuite) and CRM systems (Salesforce, HubSpot) to pull in live operational and financial data, creating a unified foundation for planning, analysis, and strategic decision-making.
Who it's for:
OnPlan is explicitly targeted at small to mid-sized businesses (SMBs) with 25-500 employees and revenue between $1 million and $100 million. It is ideal for finance teams, CFOs, and business leaders in these companies who need sophisticated FP&A capabilities without the complexity, high cost, and long deployment cycles associated with traditional enterprise performance management (EPM) software.
Our verdict:
OnPlan successfully addresses a gap in the market by delivering enterprise-grade financial planning features with SMB-friendly pricing and simplicity. Its focus on fast onboarding, strong integrations, and scenario planning makes it a highly practical and valuable tool for growing companies aiming to implement more disciplined, data-driven financial management processes.
OnPlan Details
OnPlan Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
OnPlan Support options
Email Help Desk
FAQ Forum
Phone Support
OnPlan Training options
Videos
Documentation
In-Person
Live Online
Webinars
OnPlan Related Categories
OnPlan Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
OnPlan Pricing
Tiered pricing system
OnPlan Features
Most valued OnPlan features by users
Activity Dashboard
Approval Process Control
Calendar Management
Collaboration Tools
Customizable Templates
For Nonprofits
Gantt/Timeline View
Kanban Board
Mobile Access
Resource Allocation & Planning
Task Management
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