OnPlan

Frequently Asked Questions about Onplan

Who are Onplan?

Onplan is a financial planning and analytics platform designed to help businesses streamline their budgeting, forecasting, and reporting processes. The company focuses on providing tools that enhance decision-making and improve financial visibility for organisations of various sizes.

What are Onplans products?

Onplan offers a cloud-based financial planning software that includes features for budgeting, forecasting, scenario analysis, and reporting. The platform is designed to facilitate collaboration among teams and integrate financial data seamlessly.

What services do Onplan offer?

Onplan provides services that include financial planning, budgeting assistance, forecasting support, and training for users to maximise the platforms capabilities. They also offer onboarding services to help organisations transition smoothly to their software.

What type of companies do Onplans products suit?

Onplans products are suitable for a wide range of companies, including small to medium-sized enterprises (SMEs) and larger corporations across various industries that require robust financial planning and analysis tools.

How much does Onplans product cost?

The pricing for Onplans products varies based on the size of the organisation and the specific features required. For detailed pricing information, potential customers are encouraged to contact Onplan directly for a customised quote.

Does Onplan offer a free trial?

Yes, Onplan offers a free trial for potential users to explore the platform and its features before making a purchase decision. This allows companies to assess the software’s suitability for their financial planning needs.

What discounts does Onplan offer on their products?

Onplan may offer promotional discounts or special pricing for annual subscriptions. It is advisable to check their official website or contact their sales team for the latest offers and potential discounts.

Are there any hidden fees or additional costs with Onplan?

Onplan aims to maintain transparency with its pricing model. However, additional costs may arise depending on specific features or services that are not included in the standard package. Customers should consult with Onplan for a comprehensive understanding of any potential extra costs.

Who uses Onplans products?

Onplans products are used by finance professionals, analysts, and management teams within various organisations looking to enhance their financial planning and reporting processes. Users typically include finance departments in SMEs and larger enterprises.

What are the main features of Onplans products/services?

Main features of Onplans platform include budgeting and forecasting tools, scenario planning, collaborative budgeting, real-time reporting, and integration capabilities with existing financial systems.

How does Onplan compare to its competitors?

Onplan distinguishes itself from competitors by offering a user-friendly interface, robust reporting capabilities, and strong collaboration features. While specific comparisons can vary, Onplan aims to provide a comprehensive and accessible financial planning solution.

Is Onplans platform easy to use?

Yes, Onplans platform is designed with user experience in mind, featuring an intuitive interface that facilitates easy navigation and efficient use of its financial planning tools.

How easy is it to set up Onplans product or service?

Setting up Onplans products is generally straightforward, with guided onboarding processes and support available to assist users in configuring the software to meet their needs.

Is Onplan reliable?

Onplan is considered a reliable platform, with a focus on providing consistent performance, secure data handling, and timely updates to ensure optimal user experience.

Does Onplan offer customer support?

Yes, Onplan provides customer support to assist users with any inquiries or issues they may encounter while using the platform. Support options include documentation, live chat, and email assistance.

How secure is Onplan’s platform?

Onplan prioritises security, employing industry-standard measures to protect user data and ensure compliance with relevant regulations. This includes data encryption and secure access protocols.

Does Onplan integrate with other tools or platforms?

Yes, Onplan is designed to integrate with various tools and platforms, including accounting software and other business applications, to streamline data flow and enhance overall functionality.

Can I use Onplan on mobile devices?

Onplan is primarily a web-based platform, but it is accessible on mobile devices through web browsers, allowing users to access their financial planning tools on the go.

What do users say about Onplan?

Users generally praise Onplan for its ease of use, comprehensive features, and effective support. Feedback often highlights the platforms ability to streamline financial processes and improve collaboration among teams.

What are the pros and cons of Onplan?

Pros include user-friendly design, strong collaborative features, and robust reporting tools. Potential cons may involve the need for customisation to fit specific business needs and possible learning curves for new users.

How can I purchase Onplan’s services?

Interested customers can purchase Onplans services by visiting their official website, where they can sign up for a free trial or contact their sales team for more information on pricing and packages.

What is the cancellation or refund policy for Onplan?

Onplans cancellation and refund policy varies based on the terms agreed upon at the time of purchase. Users should refer to the specific terms and conditions or contact Onplan for detailed information regarding cancellations and refunds.

What are the common use cases for Onplan?

Common use cases for Onplan include annual budgeting, financial forecasting, scenario planning for strategic decisions, and collaborative financial reporting among teams.

Why choose Onplan over other options?

Onplan may be chosen over other options for its user-friendly interface, comprehensive feature set, and focus on enhancing collaboration and communication within finance teams.

How easy is it to set up Onplan?

Onplan is designed for easy setup, with resources and support available to help users configure the system quickly and efficiently, allowing for a smooth transition to the platform.

Does Onplan offer training or tutorials?

Yes, Onplan offers training resources, including tutorials and documentation, to help users become familiar with the platform and fully utilise its features.

What languages does Onplan support?

Onplan primarily operates in English, but users should check with the company for information on any additional language support or localisation options that may be available.

What problems does Onplan solve?

Onplan addresses common financial planning challenges, such as inefficient budgeting processes, lack of visibility into financial data, and difficulties in collaboration among finance teams.

Is Onplan worth the investment?

Whether Onplan is worth the investment depends on the specific needs and budget of an organisation. Many users find value in the enhanced financial planning capabilities and improved efficiency, making it a worthwhile investment for effective financial management.