Supercharge Your Budgets and Forecasts

OnPlan delivers a rich budgeting and forecasting experience for fast-growing companies, wrapped in the comfort of the spreadsheets finance knows and loves.


Give Your Spreadsheets Superpowers

Reduce budgeting and forecasting cycles compared to Excel spreadsheets by giving direct access to relevant stakeholders, while using granular permissions to ensure sensitive information remains protected.

  • Budget vs. Actuals

    Track your company’s performance with our Budget vs. Actual (BVA) tool. See conditionally formatted deltas when comparing any two scenarios against each other.

  • Permissions

    Get granular control over who can interact with all aspects of your budgets and models and designate roles such as executive, board member, investor and more.

  • Dashboards

    Choose from a wide variety of pre-made dashboards and best practices apps for headcount, opex, and revenue budgeting to make your model that much better.

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What our clients say

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.

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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