Microsoft Dynamics 365
Microsoft Dynamics 365 is a mid-market business accounting or enterprise resource planning (ERP) software package that uses Microsoft SQL Server to store data.
Our integration
OnPlan has a direct integration with Microsoft Dynamics 365 that automatically updates your GL data in your financial model. Say goodbye to hours of copying and pasting.
The benefits of integration
Integrations can transform your FP&A processes, freeing your team to focus on the analysis that will drive better decision making.
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Single source of truth
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Eliminate manual data entry
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Eliminate manual data entry
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More time for analysis
Clients love us
See All Case StudiesI 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.
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.
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.
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.
CEO, Perkville
Learn how OnPlan gives your model superpowers.
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