Ratings and Reviews 3 Ratings
Ratings and Reviews 6 Ratings
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 Banker's Dashboard?
Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
Integrations Supported
ADP Enterprise HR
BambooHR
Google Cloud BigQuery
HubSpot CRM
HubSpot Sales Hub
Integrations Supported
CoreBank
FPS GOLD Banking Software
Finastra Essence
Fiserv Fixed Assets for DNA
Fusion Phoenix
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
We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
OnPlan
Date Founded
2016
Company Location
United States
Company Website
onplan.co
Company Facts
Organization Name
Deluxe
Date Founded
1915
Company Location
United States
Company Website
www.deluxe.com/business-operations/bankers-dashboard/
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 Planning and Analysis (FP&A)
Not specified
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
Banking
Corporate Banking
Credit Union
Investment Banking
Multi-Branch
Private Banking
Retail Banking
Transaction Monitoring
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Dashboard
Data Source Integrations
Functions / Calculations
Interactive
Private Dashboards
Scorecards
Visual Analytics
Widgets
Financial Management
Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Investment Management
Revenue Recognition
Financial Planning and Analysis (FP&A)
Not specified
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Research
Not specified
Financial Services
Analytics
Branch Optimization
Performance Management