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The financial forecasting platform to supercharge your business insight

OnPlan combines insightful visualizations and data automation to make better business decisions.

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david greenbaum

OnPlan is the solution for growing organizations that don’t have the time or resources for legacy planning tools. It’s an intuitive platform and service. OnPlan is a modular financial platform that helps businesses to perform budgeting, forecasting, KPI tracking, dashboarding, benchmarking and more.

david greenbaum
David Greenbaum

OnPlan Founder & CEO

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How it works

OnPlan is a financial forecasting platform built on Google Sheets. We make financial modeling beautiful through tailored financial models, visualizations, integrated workflows and native scenario and variance functionality. OnPlan improves on traditional spreadsheet financial models with data integrations to ERP and CRM software and extensibility that is inherent in a modular modelling platform.

Customers can get started with OnPlan’s quick start program where we upload and convert your existing Excel model into our platform. Anything that can be modeled in Excel can be uploaded into the platform and integrated into an existing model.

Who it's for

OnPlan is an ideal solution for companies experiencing spreadsheet pain, but not yet ready to adopt the complicated workflows of heavier forecasting tools — or their high fees.

The platform provides better visibility into a company's financial and operational dynamics and insightful visualizations that can drive improvements in decision making leading to increased profitability and cash flow

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The OnPlan team

Our experienced team is passionate about delivering world class forecasting solutions for our clients.

We’re always looking for great people

Do you want to be part of an amazing team? Send us your resumé to become part of our talent pool or apply for one of our vacancies.

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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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