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What is TechnologyOne?

Elevate your organization by effectively overseeing budgeting, forecasting, planning, and performance via a singular, intuitive platform. Address the most urgent business challenges quickly and accurately, providing a sense of confidence in your decisions. Empower your team to discover new possibilities while staying informed about industry changes. With seamless integration into your TechnologyOne global SaaS ERP, you gain immediate access to business intelligence that converts insights into practical strategies. Create an environment that encourages everyone to become a data advocate, facilitating visualization, teamwork, and rapid responses based on up-to-date business information. Simplify budgeting and forecasting processes, enabling the formulation and collaboration on budgets within a user-friendly interface. Improve both strategic and operational planning initiatives, ensuring that performance goals are well-defined, tracked, and communicated effectively. Corporate Performance Management delivers a comprehensive approach to managing enterprise budgeting, performance planning, business analytics, and beyond, ultimately enhancing operational efficiency. By harnessing the capabilities of your global SaaS ERP solution, you can seamlessly distribute real-time insights to all stakeholders, promoting alignment and awareness throughout the organization. This comprehensive strategy not only fosters a collaborative atmosphere but also positions your organization to excel in an increasingly data-oriented landscape.

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

Humanforce
Objective Trapeze
Visicase
Windcave

Integrations Supported

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

API Availability

API Availability

Pricing Information

Pricing not provided

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
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

TechnologyOne

Company Location

Australia

Company Website

technologyonecorp.com

Company Facts

Organization Name

OnPlan

Date Founded

2016

Company Location

United States

Company Website

onplan.co

Categories and Features

Budgeting

Asset Planning
Forecasting

ERP

Not specified

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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