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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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OnPlan gives your financial model superpowers

Spreadsheets are flexible and familiar, but slow. Apps are fast, but limited. OnPlan's fast and flexible FP&A Platform delivers the best of both, and layers on the visualizations, integrations, and collaboration to give your financial model superpowers.

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Get started fast

Import your current Excel or Google Sheets financial model.

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Use Excel syntax

Use the Excel formulas and syntax you love.

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Generate scenarios, drill into variances

Create new what-if scenarios in seconds, and visualize variances with one click.

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Generate visual, meaningful reports instantly

Use OnPlan's out-of-the-box tools to create dashboards with the graphs and metrics your team needs to provide better insights.

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And much, much more...

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    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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    Automated board presentations

    Prepare and update board and executive presentations in seconds.

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    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.

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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.

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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.

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Sunil Saha

CEO, Perkville

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The best of all worlds

Learn how OnPlan gives your model superpowers.

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