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myPlan Review

myPlan
Our score: 8.0 User satisfaction: 100%

What is myPlan?

myPlan is Zetran’s financial forecasting software that simplifies how small business owners predict, plan, and control their financials. Built with intuitive interfaces and screens and robust reports, this easy-to-use cloud-based application allows you to conduct financial planning and forecasting without a steep learning curve involved.

You can make accurate projections of your cash flows and profits in the future by analyzing data on revenues and expenses. myPlan enables you to generate financial insights and predictions using pre-built and custom reports. It also supports variance analysis for you to discover and understand deviations between actual and planned or forecasted financial results. 

Since myPlan is a cloud-based software, you can access and use it from any place and at any time via a web browser or mobile device. To automate data transfer, integration, and update, you can connect the software with your accounting tools like Xero and QuickBooks. Lastly, myPlan keeps your data safe, be it in transit or at rest.

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Overview of myPlan Benefits

Simple Financial Planning & Forecasting 

myPlan helps business owners reduce debts and maximize returns by making it simple for them to carry out financial planning and forecasting. You can make accurate predictions about your future cash flows and profits. Moreover, through variance analysis, you’ll find out how actual financials differ from what you planned or predicted. For example, you can compare actual and budgeted profit & loss or actual and budgeted operating income.

The software helps you understand how various possible situations and conditions can affect your cash flows using what-if analysis. It gives you better control of your business cash flows and profits. You can eliminate unnecessary expenses, improve your sales, marketing, and payment strategies, and create new revenue streams. As a result, you can prevent your business from having a negative cash flow and improve its profitability.

Comprehensive Reporting

The financial forecasting software permits you to extract insights and make predictions from data related to your business revenues and expenses. It gives you access to ready-made cash flow, profit and loss, and balance sheet reports. You have the option to create custom business and financial reports of your own as well.

With these reports, you can gain a clear and complete understanding of the financial health and position of your business. Additionally, you can monitor your profits, expenses, and cash flows for any time period. You can also set targets and check if your business is reaching those goals.

Easy-to-Use Software

You can easily use myPlan even if you don’t have in-depth knowledge and expertise in financial planning and forecasting. You can carry out business and financial planning from a single app, relieving you of the usual burdens of using papers or spreadsheets.

Designed with simplified user interfaces and automated features, myPlan lets you track, explore, and manipulate data without hassles. You can quickly gather critical insights, foresee cash flows and profits ahead of time, and make adjustments to your plans. 

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Overview of myPlan Features

  • Financial Planning
  • Cash Flow & Profit Forecasts
  • Variance Analysis
  • What-if Analysis
  • Prebuilt & Custom Reports
  • Bank-Level Encryption
  • Busing Planning
  • Accounting Integration

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
An award given to products our B2B experts find especially valuable for companies

myPlan Position In Our Categories

Keeping in mind companies have distinctive business-related needs, it is practical they avoid settling on an all-encompassing, “perfect” software. Be that as it may, it is nearly futile to pinpoint such an app even among well-known software systems. The logical step to undertake can be to list the numerous critical functions that entail deliberation such as essential features, pricing, technical skill aptitude of staff members, business size, etc. Next, you should do your product research to a full extent. Browse over some of these myPlan reviews and look over the other software programs in your shortlist in detail. Such well-rounded research ascertains you circumvent ill-fitting apps and buy the system that provides all the tools your company requires.

Position of myPlan in our main categories:

Since each organization has specific business wants, it is advisable for them to refrain from seeking a one-size-fits-all faultless software application. Needless to say, it would be useless to try to find such a system even among widely used software solutions. The smart thing to do would be to list the various essential elements that require consideration such as key features, budget, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some myPlan Budgeting Software reviews and look into each of the other systems in your shortlist in detail. Such comprehensive groundwork can make sure you weed out ill-fitting platforms and select the system that offers all the aspects you need for business success.

How Much Does myPlan Cost?

myPlan Pricing Plans:

Free Trial

myPLan

$9.99/month

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What are myPlan pricing details?

myPlan Pricing Plans:

Free Trial

myPLan

$9.99/month

myPlan is available in an enterprise pricing plan which is billed yearly. Here are the details:

myPlan – $9.99/month (annual billing)

  • Financial Planning & Forecasting
  • Business Planning
  • Financial Reports
  • Business Reports
  • Monitoring

User Satisfaction

Positive Social Media Mentions 21
Negative Social Media Mentions 0

We are aware that when you decide to buy a Budgeting Software it’s vital not only to see how experts rank it in their reviews, but also to check whether the actual clients and enterprises that bought it are actually satisfied with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and myPlan reviews across a wide range of social media sites. The information is then presented in an easy to digest form indicating how many customers had positive and negative experience with myPlan. With that information available you will be prepared to make an informed purchasing choice that you won’t regret.

Video

Technical details

Devices Supported

  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Arabic

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for myPlan?

myPlan integrates with the following:

  • Xero
  • QuickBooks
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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