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About

Check out the planning process of the Lightning version of CloudBudget. In just ten minutes you will understand the fundamentals of how it works! CloudBudget is a comprehensive budgeting application that allows you to plan budgets and measure the financial stability of your organization with line item budgetary tracking. Since 2010 CloudBudget experts have been assisting organizations of all sizes and types to better budget and plan. The problem we sought to solve and continue to confront is the spreadsheet-centric budgeting process too many organizations rely on despite the painful drawbacks. Our goal was to design a product that affordably leverages the strengths of Salesforce and the force.com platform to bring relief to organizations struggling with consolidation, workflow control, validation, permission control, reporting, integration and other basic budgeting needs that spreadsheet approaches make difficult.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and professionals in search of a budgeting application solution

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$60/user/month
Free Version
Free Trial

Pricing

$12,500/year
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CloudBudget
Founded: 2010
United States
www.cloudbudget.com

Company Information

OnPlan
Founded: 2016
United States
onplan.co

Alternatives

Budget Cruncher

Budget Cruncher

Debarel Systems

Alternatives

Martus

Martus

Martus Solutions
Prophix

Prophix

Prophix Software

Categories

Categories

Budgeting Features

"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

Budgeting Features

"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 Features

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

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting Features

"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 Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning Features

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

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Integrations

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
QuickBooks Online Advanced
SAP ERP
Sage Intacct
Salesforce
Xero

Integrations

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
QuickBooks Online Advanced
SAP ERP
Sage Intacct
Salesforce
Xero
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