OnPlan Reviews & Ratings

OnPlan

5.0 out of 5 stars
Budgyt Reviews & Ratings

Budgyt

4.8 out of 5 stars
Company Website for Budgyt

Ratings and Reviews 3 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 291 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

What is OnPlan?

Ideal for organizations with an employee count ranging from 25 to 500 and annual revenues between $1 million and $100 million, OnPlan offers features that rival those of Adaptive Planning at just 15% of the cost. The onboarding process is streamlined, allowing businesses to get started in just days instead of the usual months. OnPlan seamlessly integrates with essential operational and financial systems like QuickBooks, Intacct, NetSuite, Salesforce, HubSpot, and others, enhancing visibility and transparency while facilitating effective benchmarking. The platform's four-way synchronization with Google Sheets, Microsoft Excel, and Airtable provides exceptional flexibility for users. You can leverage Excel formulas to create models directly within OnPlan, and there's the added convenience of downloading your models to Excel whenever necessary, ensuring you won't be confined to the OnPlan ecosystem. Moreover, OnPlan's robust scenario planning and budget versus actual (BVA) features empower you to analyze potential opportunities and challenges as your business evolves, making it an invaluable tool for strategic decision-making. This adaptability fosters a proactive approach to financial management, allowing companies to stay ahead in a dynamic market landscape.

What is Budgyt?

Budgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch. The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization. Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.

Media

Media

Integrations Supported

NetSuite
QuickBooks Online
QuickBooks Online Advanced
Xero
ADP Enterprise HR
BambooHR
Google Cloud BigQuery
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft Dynamics 365
Microsoft Excel
SAP ERP
Sage Intacct
Salesforce

Integrations Supported

NetSuite
QuickBooks Online
QuickBooks Online Advanced
Xero
ConnectWise PSA
Domo
Sage Accounting

API Availability

API Availability

Has API

Pricing Information

$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 Offered?

Pricing Information

$425/month
Budgyt pricing starts at $425/month with unlimited users included. No per-seat fees. Ever. Your entire team can collaborate without increasing costs.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OnPlan

Date Founded

2016

Company Location

United States

Company Website

onplan.co

Company Facts

Organization Name

Budgyt

Date Founded

2012

Company Location

United States

Company Website

www.budgyt.com

Categories and 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
Strategic Planning

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Project 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

Dashboard
Dynamic Modeling
Modeling & Simulation
Sales Trend Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Modeling & Simulation
Scenario Planning

Workforce Management

Budgeting & Forecasting
Time & Attendance

Categories and 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

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Spend Control

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

Time and Expense

Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking

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