Longview Plan

Longview Plan

insightsoftware
Toolpack

Toolpack

Toolpack Solutions

About

Integrate planning and consolidation data in one platform to accelerate planning cycles and improve the quality of your budget and forecasts. Enterprise participation: Engage the edges of the organization in all planning processes and achieve greater visibility and accountability. In-context and advanced analytics: Analyze data throughout the application, at the speed of thought, without the need for external BI tools. Your business processes: Plan across revenue, expenses, operations, people, profit, etc., at a granular level, in the same platform as Longview Close, Longview Tax, and Longview Transfer Pricing. Flexible dynamic modeling: Configurable and flexible – a future-proof modeling engine to meet today’s and tomorrow’s requirements. Eliminate legacy planning apps, with their error-prone spreadsheets, complicated calc scripts and outdated UIs. Handle large data collection with real-time processing through scalable, born-in-the-cloud architecture.

About

OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

About

Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes.

About

Once your data is connected, choose between our best practice apps and take advantage of our work with more than +2000 customer input for budget, reporting and analytics using Microsoft Excel and data driven content packs in Microsoft Power BI. We want to continue building data-driven business apps with ongoing input from our customers. If you can dream it - we will do our best to make it happen. Our solutions are developed in the latest technologies from Microsoft. We help you with a dynamic data model in Cloud, Local og Hybrid and make sure you make the most of Microsoft Excel and Power BI.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to manage budget and forecasts

Audience

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries.

Audience

Helps finance automate processes to accelerate the time spent on turning insights into action.

Audience

Business Intelligence software for companies

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$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 Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$49 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 4.7 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • OnPlan has a few key advantages over the legacy software it replaced. Specifically, organization/project management, flexibility of product, avoiding manual user manipulation of source data, detailed bottoms up reporting/accounting, and combining actuals and forecasts in one system. Another feature to highlight is the platform’s ability to easily create and run various ‘What-if’ scenarios that enable us to make data-driven decisions when it comes to both short-term adjustments and larger strategic shifts.
  • One of the key advantages of OnPlan over our old process is that we’re able to get real-time insights into the impact of changes to the model. Furthermore, the OnPlan model integrates with Quickbooks allowing it to line up with actuals automatically. This makes it much easier for our team to evaluate forecasts against historical performance at the line-item level. Thanks to having a more sophisticated modeling tool in place, we’ve been able to consistently hit financial targets since implementation.
  • Having instant access to a variety of ‘What-if’ scenarios has enabled us to make data-driven, strategic financial decisions that impact our course of action over multiple planning periods while remaining flexible to adjust and make tactical decisions with a more immediate impact. We’ve also extensively leveraged OnPlan’s variety of integration options, allowing us to use OnPlan as our single source of truth.

Cons

  • Although the platform currently has most of the features we require, there are still a few things in the development pipeline we’re waiting for with excitement. Still, the service team has proven itself more than capable when it comes to delivering solutions to any issues we’ve run into so far.
  • It’s a great product but there’s always room for new features. The few formatting features we requested updates to were quickly addressed by the OnPlan team. We’ve had a true 5-star experience ever since the implementation.
  • While a few of our requests are still in OnPlan’s development roadmap (e.g advanced and well designed GoogleSlide templates that pulls data directly from the OnPlan models, some collaboration tools), OnPlan’s service team has delivered a lot of our needs over the last 2 years. I’m excited to see the product continue to grow.

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

insightsoftware
Founded: 1993
Canada
www.longview.com

Company Information

OnPlan
Founded: 2016
United States
onplan.co

Company Information

Planful
Founded: 2000
United States
www.hostanalytics.com

Company Information

Toolpack Solutions
Founded: 2002
Denmark
www.freeyournumbers.com

Alternatives

Alternatives

Alternatives

Martus

Martus

Martus Solutions

Alternatives

PivotXL

PivotXL

HealthPlotter
FinAlyzer

FinAlyzer

Beyond Square Solutions
OneStream

OneStream

OneStream Software
Vena

Vena

Vena Solutions
Prophix

Prophix

Prophix Software
Prophix

Prophix

Prophix Software

Categories

Categories

Categories

Categories

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Supported
Qualitative Analysis Supported
Quantitative Analysis Supported
Scorecarding Supported
Strategic Planning Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Supported
Revenue Recognition Not Supported
Risk Management Not Supported
Tax Management Not Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Not Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Supported
Performance Metrics Not Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Not Supported
KPIs Not Supported
Modeling & Simulation Supported
Roadmapping Not Supported
Scenario Planning Supported
Scorecards Not Supported

Workforce Management Features

Budgeting & Forecasting Supported
Contractor Management Not Supported
Employee Lifecycle Management Not Supported
Labor Projection Not Supported
Performance Appraisal Not Supported
Recruiting Management Not Supported
Scheduling Not Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Not Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Not Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Not Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Not Supported
Strategic Planning Supported
Trend / Problem Indicators Not Supported
Visual Analytics Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Supported
Qualitative Analysis Supported
Quantitative Analysis Supported
Scorecarding Supported
Strategic Planning Supported

Data Visualization Features

Analytics Supported
Content Management Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Supported
Relational Display Supported
Simulation Models Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Strategic Planning Features

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

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Integrations

ADP Enterprise HR Not Supported
BambooHR Not Supported
Google Cloud BigQuery Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Sales Hub Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
NetSuite Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SAP ERP Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Xero Not Supported

Integrations

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

Integrations

ADP Enterprise HR Not Supported
BambooHR Not Supported
Google Cloud BigQuery Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Sales Hub Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Supported
NetSuite Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SAP ERP Not Supported
Sage Intacct Supported
Salesforce Not Supported
Xero Not Supported

Integrations

ADP Enterprise HR Not Supported
BambooHR Not Supported
Google Cloud BigQuery Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Sales Hub Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
NetSuite Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SAP ERP Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Xero Not Supported
Claim Longview Plan and update features and information
Claim Longview Plan and update features and information
Claim OnPlan and update features and information
Claim OnPlan and update features and information
Claim Planful and update features and information
Claim Planful and update features and information
Claim Toolpack and update features and information
Claim Toolpack and update features and information