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 cells 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.
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.