See the Future,
Decide Your Path

Model your business fast, forecast the options, and bring the whole executive team along to take the best path forward.

Automate integrations

Never wonder if your data is up to date with automatic data updates from key systems like your ERP, CRM, HR system, and more.

And ensure your latest insights are automatically reflected in every executive’s individual dashboard and the Board update deck.

Bring the team along

Don’t juggle a spreadsheet for every contributor. With granual permissions everyone has access to everything they need — and nothing more.

Scenarios, BvAs, and rollovers are one click away

Synchronize scenarios to make structural model changes only once.

Toggle BvAs and click to rollover with no Excel formula or spreadsheet formatting updates.

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.

Bring it all together, fast

Get a streamlined view of all three financial statements — income statement, balance sheet, and cash flow — with preloaded best-practices apps. Get started fast with available advanced HR, OPEX, or CAPEX planning apps. And start generating insight right away with the user-friendly interface and super-fast data processing can crunch a large spreadsheet model in a snap.

Frequently Asked Questions

You asked, we answered!

How can a financial modeling tool help me with forecasting?

The right financial modeling tool makes forecasting easier and faster. Easier means doing your core FP&A tasks more easily, like creating and managing scenarios or budget versus actuals analyses. Easier means automating your day by providing integrations to ensure you're always using up to date data from your business's financial and operational systems, switching between different time periods without rewriting formulas, or one click rollovers. And easier means collaboration with colleagues across departments with permissions so everyone has access to what they need and you don't have to manage many copies of spreadsheets at once. Faster means preloaded best-practices based apps to give you a streamlined view of your financial statements — including the income statement, balance sheet, and cash flow statement. Faster means apps available so you don't have to create common models from scratch for advanced HR, OPEX, or CAPEX planning. Faster means a user-friendly interface and super-fast data processing that doesn't collapse under its own weight like a large spreadsheet model. and keeps presentations up to date. , more accurate, much faster, and more useful. It, give you a streamlined view of your financial statements.

What's the main difference between using financial modeling software and spreadsheets (both in Excel and Google Sheets) ?

Unlike Excel, which is a general purpose tool, financial modeling software is fit for purpose, so it makes modeling easier and faster. Easier means creating and managing scenarios or budget versus actuals analyses without juggling complicated formulas and multiple copies of the spreadsheet. Easier means providing integrations to ensure you're always using up to date data from your business's financial and operational systems, switching between different time periods without rewriting formulas, or one click rollovers. Easier means collaboration with colleagues across departments with permissions so everyone has access to what they need and you don't have to manage many copies of spreadsheets at once. And easier means powerful visualizations that let you rapidly bring together the right info to highlight relevant patterns and help you make better strategic decisions.
Unlike Excel, where you have to start from scratch, financial modeling software oftem provides preloaded best-practices based capabilities to give you a streamlined view of your financial statements and speed up advanced HR, OPEX, or CAPEX planning. Unlike Excel, the right financial modeling softare has a fit for purpose interface and super-fast data processing that doesn't collapse under its own weight like a large spreadsheet model. Unlike Excel, good financial modeling software provides an audit trail so you never have to wonder whether data has changed, and who might have changed it.

How can financial modeling tools help me with budgeting?

Budgeting well requires working collaboratively with budget owners across the business to gather data, iterate on the model, and then check on progress with budget vs actuals variance analysis on a regular basis. Without dedicated software, budgeting is a real juggling act. You have to juggle many spreadsheets so every stakeholder can get you data and you can get them updates—because your master model doesn't make it easy to share just one department's view.
You have to juggle many versions of the master spreadsheet yourself. The budget model, the actuals, the variance, and potentially many potential what-if scenarios. Anytime you change the structure of the business, all the models have to be updated.
You have to juggle many different systems to get, download, normalize and standardize, and upload updated data to your model.
Financial modeling software can end this juggling act and free your team's time up to add value through collaboration with stakeholders, understanding the business drivers, and modeling potential scenarios to help make better strategic choices. The right financial modeling software takes care of the collaboration challenges, automates the versioning and variance, simplifies rollovers, and provides integrations to ensure you're always working with up to date data.
And, financial modeling software makes it easy to connect the dots between all the aspects of your business, so when you update a revenue model or headcount assumptions, you can see the impact on the income statement, balance sheet, and cash flow statements right away.

What financial modeling software functionality is the biggest time saver for my company?

Financial modeling software can eliminate a vast majority of the manual data entry and time consuming copy/paste tasks that fill the days of many FP&A staff. These manual operations also increase the risk of errors, which lead to more time spent trying to find and fix them.
The biggest areas of time savings are:
Automatic integrations. By integrating different sources of financial and operational information, your data is always up to date.
Collaborating with stakeholders. Instead of juggling one spreadsheet for every stakeholder's contribution and updates, you can just give stakeholders views to their department's data and reports.
Simplifying scenarios, BVAs, and roll-overs. By synchronizing scenarios when you're making structural updates and de-linking them to change assumptions, you don't have to maintain multiple model versions individually. By incorporating BVAs and automatic rollovers, you can save hours writing Excel formulas and fiddling with formatting.

What stakeholders at my company can benefit from a financial modeling tool?

A good financial modeling tool can ensure every stakeholder in the company receives information vital to their role. For example, the dashboard of a Head of Sales will show information such as monthly recurring revenue (MRR), churn rate, average customer value (ACV), customer acquisition cost (CAC), etc. The CFO dashboard’s may also contain information about cash balances and overhead costs. And the CEO will likely need an overview of every department’s metrics for a better decision-making process. Finally, the dashboard of a financial analyst will contain much more granular data about the company's financial performance. The great thing about the best financial modeling tools is that they're simple to use for both finance and non-finance users, but can let you drill deeper into the numbers whenever necessary.

What visualization capabilities does financial modeling software offer?

Good financial modeling software allows users to create tailored visualizations and reports with real-time data at the click of a button. These visualizations are part of role-specific dashboards that help connect the dots between key metrics and their financial implication. Certain visualization needs are very common in financial modeling, like switching between monthly, quarterly, yearly, MTD, QTD, or YTD views of the data, or pulling in data from different tables or sheets in the model to chart together. Financial modeling software can provide these functions in a pre-packaged way, so analysts don't have to spend time manipulating data, creating new tables, and writing endless formulas, to build the visualizations that shine a light on a particular business issue.

How can a CFO benefit from using a financial modeling tool?

A financial modeling tool gives CFOs a high-level overview of their company's most important financial data, but allows them to drill deeper into the numbers if necessary without having to dig through endless spreadsheets to find what they need. The dashboard of a CFO within a great financial modeling tool is highly customizable, meaning they see the right information, but can analyze data on a more granular level whenever necessary.

How can a financial modeling tool improve my company's decision making process?

A financial modeling tool can improve an organization’s decision-making process by:
Serving as a unified source of real-time information for everyone
Enhancing cross-departmental collaboration and involving more key stakeholders in strategic discussions by empowering them with easy-to-use tools
Creating insightful data visualizations that make it easier to spot trends in data and detect red flags ahead of time
Simplifying the creation of board reports, meaning key decision makers can act more quickly and proactively

What financial metrics and KPIs can I track using a financial modeling tool?

A financial modeling tool allows every stakeholder at your company to look at the metrics, KPIs and data they need instead of having to sift through all your data. This is possible thanks to customizable dashboards that can be set up according to the needs of each role. financial modeling tools make it easy to keep an eye on metrics such as ARR / MRR, customer or revenue churn. bookings / billings / revenue, CAC, LTV, etc.

How does financial modeling software help my company make more informed decisions?

Financial modeling software makes it easier to see patterns in data you might have otherwised missed in a sea of information in a spreadsheet. For example. powerful visualizations allow you to compare historical data with current trends and make more accurate forecasts. Additionally, software that's easy to use enhances collaboration and encourages all key stakeholders to participate in discussions about finance, and not just the finance team. Finally, financial modeling software minimizes the effect of errors in your data, ensuring you've always got accurate information in front of you.

How can my SaaS company grow with the help of a financial modeling tool?

A SaaS company can benefit from a financial modeling tool in a variety of ways and position itself for growth by:
significantly speeding up the budgeting and forecasting process
centralizing outputs from multiple data sources in one place to make more data-informed decisions on time
minimizing the effect of human error and making more accurate forecasts
simplifying and streamlining scenario planning
switching from static budgets to rolling forecasts

Is a financial modeling tool too expensive for a startup?

One of the most common reasons companies are against the idea of getting a financial modeling tool is because they think it’s too expensive. While it’s true that some of the most well-known software systems in the market are extremely expensive, there are much more affortable options more suited to small and medium growth companies. The best of these systems should be considered investments rather than cost-centers for startups.

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.