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The Speed of an App. The Flexibility of a Spreadsheet.

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Trusted by teams at

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Running a business is hard. FP&A shouldn’t be.

Run FP&A more easily, confidently, and quickly by keeping the flexibility and modeling power of spreadsheets and adding visualizations, integrations, and collaboration to give you financial modeling superpowers.

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Budget like a Boss. Plan like a Pro.

Whether you’re doing driver-based, zero-based, tops-down or bottoms-up budgeting, OnPlan takes care of the details so you can spend time on the business. Integrations, integrated reporting, and built-in collaboration so everyone knows where they stand.

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Use Excel syntax

Be ready for every possibility.

Be ready for any possibility. Scenario analysis that lets you adjust all scenarios when your model changes, or tweak them individually to answer “What if?”

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Generate scenarios

Know the numbers. See the business.

Interactive reporting and dashboards with drill downs to reports and transactions make it easy to understand the current and future state of your business at a glance and diagnose issues before they become problems.

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Generate visual

Stop wondering. Start planning.

B2B SaaS company? We have an App for that. Need to build pro-forma financial statements? Yep, we’ve got an App for that. Nonprofit? Ecommerce? Professional Services? Yes, yes, and yes. Our apps get you started fast.

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And much, much more...

  • source

    Single source of truth

    Ensure your forecast is more accurate and up to date with integrations and data management.

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    Roles and permissions

    Collaborate across the organization without compromising sensitive data or losing control of changes with granular permission control.

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  • board

    Automated board presentations

    Prepare and update board and executive presentations in seconds.

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  • dashboards

    Dashboards

    Tailor key information and visualizations to individuals and teams with customizable dashboards.

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OnPlan integrates with the tools you use

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Better insight for your stakeholders

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You may not have a dedicated finance team yet. OnPlan gives you the tools you need to plan your organization’s growth.

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OnPlan facilitates the secure sharing of key information with your investors, keeping them informed and allowing them to contribute more effectively.

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OnPlan provides tailored dashboards so that your Board can focus on the information it needs, and integrations ensure the information is available in real time to assess multiple scenarios.

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OnPlan’s integrations remove manual data entry and data checking. It’s a single source of truth that allows your team to focus on the analysis to support data driven decisions.

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Operations teams can collaborate seamlessly with OnPlan’s tailored permissions, using real time data facilitated by integrations with underlying systems.

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Sales teams can access sales dashboards in OnPlan that link the latest CRM data with the company’s growth to help set sales targets and consider multiple what-if scenarios.

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Clients love us

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I really love the user interface, modularity, and power of the platform. It makes a very complex process much easier to manage. I love the fact it tracks your updates so you can see people’s thinking at various points in time.

Gerald Sullivan
Gerald Sullivan

Head of FP&A, Redbubble

OnPlan gives me peace of mind which in itself is worth the price. I don’t have to worry about version control or someone inadvertently corrupting a calculation in our model. I “fly” ImplantBase using OnPlan as my instrument panel, it tells me how fast I can go and how close I am to the treetops. Crucially, it allows us to more quickly get to the answers we need.

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Ethan Lauer

CEO, Implantbase

OnPlan is our go-to source for key operational data. It puts key information at our executives’ fingertips so we can make faster and better data driven decisions. OnPlan has helped eliminate hours of manual labor and allows us to create tailored dashboards that can be shared with key stakeholders across the company.

Joe Oest
Joe Oest

VP of Finance, Welkin Health

We have regularly hit our numbers since moving to OnPlan. I now have confidence in our forecast, and our Board members are much happier. The direct integration with Quickbooks saves us a ton of time. But the two critical issues it has solved is making sure we don’t run out of cash, and having a trustworthy forecast that we can base decision making on.

Sunil Saha
Sunil Saha

CEO, Perkville

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The best of all worlds

Learn how OnPlan gives your model superpowers.

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