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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.

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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?

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

How can financial modeling tools help me with budgeting?

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

Does a financial modeling tool display and process my data in real time?

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

What visualization capabilities does financial modeling software offer?

What's the best financial modeling tool for my company?

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

What types of dashboards can I create with the help of a financial modeling tool?

What tools does financial modeling software integrate with?

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

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

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

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

How can a financial modeling tool make scenario planning easier?

Is a financial modeling tool too expensive for a startup?


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
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
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
Sunil Saha

CEO, Perkville

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The best of all worlds

Learn how OnPlan gives your model superpowers.

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