Navigating the economic implications of COVID-19 ›

Budget vs. Actuals

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.

Integrates with Quickbooks, Salesforce, Hubspot, Google Sheets…

With OnPlan your data is always fresh thanks to integrations with Quickbooks, Salesforce, Hubspot, Xero, Google Sheets, and many more platforms.

Structured Column Types

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 cells with formulas, drop downs, dates, long text notes, checkboxes, and more.

Model Using Excel Formulas

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.

Collaborate with Roles and Permissions

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.

Automate Board Reporting with OnPlan

OnPlan is connected to Google Presentations allowing you to update board reports at the push of a button.