Forecast for Long Term Success

OnPlan makes it easier to build your budget roadmap and update forecasts in real-time for better decision making.

Shorten budgeting and forecasting cycle

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

Bring the team along

Stakeholders involved in budgeting and forecasting are more likely to take ownership. Make it easy by letting them tailor dashboards so they can see what they need in the format they want.

And make sure sensitive information is protected with granular roles and permissions.

Variance analysis with a click

Compare variances between options easily to highlight operational red flags and successes.

Analyze variances at the click of a button for real time insight and quicker decision making.

Integrations bring all the data together

Automatically update data, removing the need for manual updates and data validation. When stakeholders all have the same data, you spend time adding value with analysis instead of reconciling differences.

Frequently Asked Questions

You asked, we answered!

What will my dashboard look like in budgeting and forecasting software?

Great budgeting and forecasting software allows you to set up your dashboard based on your role and preferences. In it, you can customize the metrics and KPIs you see, the format they're presented in (charts, graphs, tables, etc.), and the granularity of the data depending on how deep you want to analyze it. Additionally, the best budgeting and forecasting software allows you to create unlimited dashboards in parallel so you can easily switch between them based on the context you need.

How can budgeting and forecasting software upgrade my company's financial reporting process?

Budgeting and forecasting software gives you a real-time overview of your financial statements, including your income statement, balance sheet, cash flow, and other relevant financial data. It eliminates the need for manual data entry and checking the validity of your information, and can import data from multiple different data sources. This allows you to focus the majority of your time on value-adding, forward-looking analysis.

Is budgeting and forecasting software meant for my FP&A team only?

No. The best budgeting and forecasting software is intuitive even for non-finance users. It can greatly enhance collaboration and give all decision makers the data they need based on their role. Different stakeholders such as a CEO, CFO, or heads of Sales, Marketing, and other departments can all set up personalized dashboards containing the information relevant to them. While it's true budgeting and reporting software should be robust enough to allow your finance teams to dig deep when looking for answers, it should also encourage other departments to provide their unique insights and streamline their user experience.

How can budgeting software support decision-making at my company?

Budgeting software can support the decision-making process at your company by:
Allowing key stakeholders to participate in financial discussions by providing them a intuitive user interface and filtering key data for them
Allowing your FP&A team to prepare board-ready reports that provide context and valuable insights more efficiently
Empowering users with real-time operational data from multiple sources centralized in one location
Ensuring the data you’re working with is highly accurate and automating processes that often delay the decision-making process (compiling data manually, copying it from other sources etc.)

Is budgeting and forecasting software too expensive for smaller businesses?

While it's true the bigger players on the planning software market are not affordable for most companies, there are definitely plenty of options for you if you're a small business. These options are easy to scale, meaning you can add modules as you grow and add more users, and they are built with supporting stable growth in mind. What's even better is that you can get value from them even if you don't have a dedicated financial planning and analysis team. Pricing will depend on how the functionality you need, but you should consider forecasting software an investment rather than a cost-center.

How does budgeting and forecasting software support rolling forecasts?

Budgeting and forecasting software supports rolling forecasts by:
Enabling you to take a driver-based approach to forecasting
Offering Budget Variance or Budget vs. Actual features to let you compare forecasts to actual results
Making it easier to roll your model forward with the push of a button, unlike with a spreadsheet where you have to do it manually
Integrating with other systems, including your GL solution, data warehouses, HR tool, CRM and ERP solutions, and others

What characterizes the best budgeting and forecasting software?

The best budgeting and forecasting software gives every key stakeholder at a company quick and easy access to real-time data without overwhelming them with too much information. It should also simplify a rolling-based approach by making it simple to roll forward into the next period (i.e. not require manual data entry to do it). Additionally, a great budgeting and forecasting solution should allow organizations to focus on forward-looking analyses instead of having to waste time on recording transactions, copying data, and checking it for errors manually. Finally, best-in-class solutions use Excel and Google Sheets synthax and build on it to make the UX more intuitive for those accustomed to working with spreadsheets.

How can financial forecasting software improve corporate performance management (or CPM)?

Financial forecasting software supports all pillars of corporate performance management: defining your targets and defining key performance drivers, business planning, monitoring performance, and adjusting your strategy based on results. It does so by:
Serving as a unified source of data
Supporting driver-based forecasting
Making it easy to visualize data and adjust based on trends, red flags, and patterns
Using workflow automation to speed up repetitive processes so teams can focus on forward-looking tasks

Can budgeting and forecasting software speed up financial consolidation?

A good forecasting and budgeting solution speeds up financial consolidation by being able to integrate with multiple data sources and automate data entry tasks for you. Not only does this give you a real-time, centralized overview of your data, it also helps you spend less time checking the validity of the information you're working with. It empowers you by letting you assess your financial statements and business performance from one place.

Why is budgeting and forecasting software a good choice for a SaaS business?

For SaaS companies, achieving profitability quickly is key. Budgeting and forecasting software can serve as a lever of growth in this industry. It improves strategic decision-making, speeds up forecasting processes (which usually require a lot of time, especially if a company is in its early stages of growth), and allows you to visualize data and spot trends you might have otherwise missed if they were hidden in spreadsheets.

What features does a forecasting solution offer to speed up scenario planning?

Scenario planning is much more practical with a forecasting solution compared to using spreadsheets. That's because any changes you make to your base model are reflected in all other models immediately, so there's no need to manually update information in multiple scenarios. With a single click of a button, you're able to see what happens if you overperform, underperform, and what action to take and drivers to monitor to ensure stability.

How can budgeting and forecasting software support strategic planning at my company?

Budgeting and forecasting software can support strategic planning at your company by:
Integrating with other tools in real-time and streamlining organizing data
Allowing secure and confidential cross-company collaboration with role-based privileges
Allowing users to create personalized dashboards for better insights and better decisions from every key stakeholder at the company
Using powerful, yet simple to create visualizations that allow you to spot trends in historical data and act on them

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

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

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

CEO, Perkville

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The best of all worlds

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