CoPlanner Reviews

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.

Sage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.

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.