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.
Budget like a Boss. Plan like a Pro.
Whether you’re doing driver-based, zero-based, top-down or bottom-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.
Learn MoreBe 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?”
Learn MoreKnow 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.
Learn MoreStop 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.
Learn MoreAnd 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
Better insight for your stakeholders
You may not have a dedicated finance team yet. OnPlan gives you the tools you need to plan your organization’s growth.
Learn moreOnPlan facilitates the secure sharing of key information with your investors, keeping them informed and allowing them to contribute more effectively.
Learn moreOnPlan 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.
Learn moreOnPlan’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.
Learn moreOperations teams can collaborate seamlessly with OnPlan’s tailored permissions, using real time data facilitated by integrations with underlying systems.
Learn moreSales 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.
Learn moreLearn how OnPlan gives your model superpowers.
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