MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

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.

Show More

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. 

Show More

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

Because businesses have distinct business-related demands, it is reasonable that they avoid buying a one-size-fits-all, ideal software product. Needless to say, it would be difficult to pinpoint such a software solution even among recognizable software solutions. The sensible thing to undertake can be to set down the numerous main factors which entail research like key features, price plans, skill aptitude of staff, business size, etc. Thereafter, you must follow through the product research to a full extent. Read some myPlan reviews and explore the other software solutions in your list more closely. Such comprehensive product research guarantee you steer clear of unsuitable apps and choose the system that provides all the function your company requires.

Position of myPlan in our main categories:

Organizations have unique wants and requirements and no software platform can be perfect in such a scenario. It is useless to try to find a perfect off-the-shelf software app that meets all your business wants. The intelligent thing to do would be to customize the solution for your unique needs, employee skill levels, finances, and other factors. For these reasons, do not hurry and invest in well-publicized trendy solutions. Though these may be widely used, they may not be the perfect fit for your specific requirements. Do your groundwork, look into each short-listed application in detail, read a few myPlan Budgeting Software reviews, call the seller for clarifications, and finally select the application that presents what you want.

How Much Does myPlan Cost?

myPlan Pricing Plans:

Free Trial

myPLan

$9.99/month

Show More

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 know that when you choose to get a Budgeting Software it’s crucial not only to see how experts evaluate it in their reviews, but also to discover if the actual people and businesses that bought these solutions are actually happy with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and myPlan reviews across a vast array of social media sites. The information is then featured in an easy to digest form revealing how many users had positive and negative experience with myPlan. With that information available you will be prepared to make an informed buying decision 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
Note

myPlan
is waiting for
your first review.

Arrow

Write your own review of this product

ADD A REVIEW

More reviews from 0 actual users:

women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

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.

Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

Share
Tweet
Share