Average Ratings 0 Ratings
Average Ratings 3 Ratings
Description
Track rollover amounts, create custom budget cycles, track campaigns, automatically pause campaigns, reduce spend if budgets exceed, keep track your KPIs, and much more. Automated, current, and efficient budget pacing reporting that will save you time. You can set custom budget cycles or monthly budget cycles for any time period, whether it's one-off or repeated. Track rollover amounts to automatically update the next budget cycle. A top-level dashboard view of all clients, budgets in both graph and table formats. You can drill down to individual budgets to view the campaigns and modify their daily budgets. Platform and email notifications can help you spot potential pacing issues and take corrective steps. We won't force you to work in a certain way. You can create repeating cycles based on days, weeks, or months and use monthly budgets to start on any day of the month.
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
No
API Access
Has API
No
Integrations
ADP Enterprise HR
No
BambooHR
No
Facebook Ads
Yes
Google Ads
Yes
Google Cloud BigQuery
No
Google Sheets
No
HubSpot CRM
No
HubSpot Sales Hub
No
Instagram Ads
Yes
Meta Ads
Yes
Integrations
ADP Enterprise HR
Yes
BambooHR
Yes
Facebook Ads
No
Google Ads
No
Google Cloud BigQuery
Yes
Google Sheets
Yes
HubSpot CRM
Yes
HubSpot Sales Hub
Yes
Instagram Ads
No
Meta Ads
No
Pricing Details
$79 per month
Free Trial
Yes
Free Version
No
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
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
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
EDEE AI
Country
United Kingdom
Website
edee.ai/
Vendor Details
Company Name
OnPlan
Founded
2016
Country
United States
Website
onplan.co
Product Features
Campaign Management
Channel Management
Yes
Contact Database
No
Email Marketing
No
Event Triggered Actions
No
Lead Management
No
Multi-Campaign
Yes
PPC
A/B Testing
No
Account Alerts
No
Analytics / ROI Tracking
No
Bid Management
No
Budget Management
Yes
Campaign Management
Yes
Conversion Tracking
No
Google / Bing Ads
No
Keyword Research Tools
No
Keyword Tracking
No
Landing Pages / Web Forms
No
URL Builder
No
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