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Privacy Policy

Who we are

OnPlan was founded in 2016 and is the first strategic software platform for financial planning and analysis that supercharges finance teams by enhancing cross-team collaboration and automating repetitive workflows.Targeted at SMB and mid-market companies, OnPlan is endorsed by finance professionals across industries.

What data we collect

We collect personally identifiable information, such as your name, email address, company name, job title and telephone number, and any other data that you voluntarily give to us while using our website and/or subscription service (as per our terms and conditions).

We also collect derivative data that our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site. If you are accessing our site on your mobile device, this information collected may also include your device name, type and your operating system.

How we use your data

The data you share helps us provide you with a smooth, efficient, and customized experience. We use the data to send you email communications and/or contact you by phone. We may use email to respond to enquiries or share information about our offerings and promotions. We also use this data to monitor and analyze usage and trends to improve the user experience on our site.

Who we share your data with

We may share your data with third party service providers (such as Google Analytics), business partners, affiliates and as needed for legal purposes. With your consent, or with an opportunity for you to withdraw consent, we may share your information with third parties for marketing purposes, as permitted by law. We may also share your information with advertisers and investors for the purpose of conducting general business analysis.

How long we retain your data

We will only retain your data for as long as we need it to fulfill our purposes, including any relating to legal, marketing, or reporting requirements.

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

How we keep you data safe

We use administrative, technical and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the information provided to us, please note that despite our efforts, no security measures are guaranteed to be 100% secure, and no method of data transmission can be guaranteed against any interception or other type of misuse.

What rights you have over your data

If you have an account on this site, or have left comments on the website, you can review, edit or delete your data either through your account or by reaching out to us at [email protected]. You can request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.


If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

This privacy policy is effective 3/31/2022. In case of any questions or concerns, please contact us at [email protected].