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OnPlan Integrations

OnPlan integrates data from your existing systems to give you a single source of truth.

Accounting systems

OnPlan integrates with most Enterprise Resource Planning (ERP) and accounting software, automatically updating your financial forecasts with historical financial information. This saves hours of time every month and removes the risk of data upload errors.

CRM solutions

Integrations with your CRM software facilitates the automatic update of key sales data to your planning model, including your sales pipeline and key metrics like churn rate and CAC.


OnPlan integrates with a ranges of databases to ensure your decision making is based on a single source of truth.

HR / Operations systems

HR and operational systems can be integrated with your onplan model facilitating the use of up to date cost drivers like staff costs


Onplan allows you to automate the import of data from supporting spreadsheets and CSV files, cutting hours out of the monthly roll forward

Export data and visualizations from OnPlan

Link OnPlan to your Board deck in Google Slides to update the deck at the push of a button. Or export your financial model into a fully dynamic Excel / Google Sheets model for distribution to key stakeholders.

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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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