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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 Epicor Financials?
Epicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security.
-Enhance both financial and operational planning across various departments.
Facilitate connections to diverse data sources to minimize silos.
Prioritize workflow automation to boost efficiency and productivity.
-Foster greater collaboration between Finance and Accounting teams.
Broaden your business's reach on a global scale.
With these advancements, organizations can better respond to dynamic market demands.
Integrations Supported
BambooHR
Google Cloud BigQuery
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Integrations Supported
Epicor CRM
Epicor ECM
Epicor ECM AP Automation
Epicor Kinetic
Epicor Tax Connect
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
$13/user monthly (SaaS)
Pricing depends on total users
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour 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
Epicor Software
Date Founded
1972
Company Location
United States
Company Website
www.epicor.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 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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
General Ledger Entry
Vendor Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
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
Financial Analytics
Not specified
Financial Close
Not specified
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Project Management
Revenue Recognition
Tax 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
Fixed Asset Management
Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management
General Ledger
Not specified
Project Accounting
Not specified