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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 MyExecs.ai?

MyExecs.ai represents a cutting-edge virtual C-suite solution that leverages the power of AI to support leaders, founders, and executive teams in small to medium enterprises. Instead of merely offering passive advice, MyExecs takes an active role in managing operations, forecasting finances, and coordinating strategies through a dedicated team of six virtual executives: Chief Financial Officer (CFO), Chief Marketing Officer (CMO), Chief Revenue Officer (CRO), Chief Operating Officer (COO), Chief Technology Officer (CTO), and Chief Human Resources Officer (CHRO). The platform seamlessly integrates with real-time tools such as QuickBooks, Stripe, HubSpot, Salesforce, and Google Sheets, enabling comprehensive data audits and tackling interdepartmental issues using a collaborative multi-agent debate system that strengthens decision-making. By promoting such a proactive approach, MyExecs.ai empowers businesses to refine their operations and make well-informed strategic decisions, ultimately driving growth and efficiency in their endeavors. This innovative model not only streamlines processes but also enhances communication across various departments, fostering a cohesive environment for success.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

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?
Free Version

Pricing Information

$0
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

MyExecs LLC

Date Founded

2026

Company Location

United States

Company Website

myexecs.ai

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
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax 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

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Categories and Features

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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