The Spreadsheet for Financial Modeling
OnPlan allows you to seamlessly model in Excel and Google Sheets and OnPlan
OnPlan allows you to create budget vs. actual (BVA) reports on the fly. You can also switch modes to view deltas between what-if scenarios.
With OnPlan your data is always fresh thanks to integrations with Quickbooks, Salesforce, Hubspot, Xero, Google Sheets, and many more platforms.
Like Airtable, Monday.com and other modern tools, OnPlan features specific column "types" that allow you to store structured content in each row. For example, a sheet can contain with formulas, drop downs, dates, long text notes, checkboxes, and more
OnPlan uses the same formulas as Excel and Google Sheets. If you want to take advantage of VLOOKUP, SUMIFS and IF statements, then OnPlan is the platform for you! Even better, you can use your existing Excel or Google Sheets model in OnPlan - no
OnPlan features integrations with Salesforce, Google Sheets and Google Slides. This means that your monthly board presentations are always in sync with your Salesforce customer and pipeline data.
Roles and Permissions are are integral to financial model collaboration. OnPlan roles ensure that team members have the appropriate read/write access. OnPlan permissions allow for compartmentalizing sensitive data and scenarios.