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What is Resolvr?

Resolvr streamlines labor-intensive tasks and oversees expenditure management. By eliminating the need for paper, spreadsheets, and PDF workflows, Resolvr enhances operational efficiency. Digital data streams combined with artificial intelligence contribute to improved profit margins for our clients. The platform offers communication tools for vendors and team members, fostering productive workflows. Gone are the days of slow, error-prone manual processes that burdened organizations. Additionally, Resolvr guarantees that expense allocations and distributions of client funds comply with The Dodd-Frank Act. With its ability to integrate seamlessly with any client fund software or platform via APIs, Resolvr simplifies operations. As a result, banks can significantly cut down on manual tasks, potentially saving millions of dollars annually. This transformation not only enhances productivity but also sets a new standard for financial management practices.

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.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

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

API Availability

API Availability

Pricing Information

$3,000 per month
Free Trial Offered?

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?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Resolvr

Date Founded

2018

Company Location

United States

Company Website

www.getresolvr.com

Company Facts

Organization Name

OnPlan

Date Founded

2016

Company Location

United States

Company Website

onplan.co

Categories and Features

Accounts Payable

Not specified

Budgeting

"What If" Scenarios
Asset Planning
Cash Management
General Ledger
Multi-Company
Run Rate Tracking
Version Control

Business Performance Management

Ad hoc Analysis
Budgeting & Forecasting
Dashboard
Predictive Analytics
Quantitative Analysis
Scorecarding
Strategic Planning

Compliance

Archiving & Retention
Audit Management
Controls Testing
Environmental Compliance
HIPAA Compliance
ISO Compliance
Risk Management
Sarbanes-Oxley Compliance
Version Control

Expense Report

Not specified

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
Performance Analysis
Portfolio Management

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

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