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Supercharge your strategic decision making

Connect your source systems and your existing spreadsheet on the OnPlan platform for real time insight and better decision making.

Use your data for better decisions

Static planning tools are not fast and flexible enough to deal with rapid change. For a business to thrive, its tools need to evolve with it, providing real time insights to drive future growth.

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Excel maintenance? Over.

FP&A pros spend most of their time maintaining spreadsheet models: updating actuals from the accounting system, updating model structure when the GL changes, making parallel updates to multiple scenarios, updating formulas to roll over the month. OnPlan automates all this (and more!), giving you time to think, collaborate, and innovate.

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Business surprises? You’re prepared.

Wish you could run more scenarios (for revenue, inflation, sales ramp, headcount)? There are always more “what-ifs” than you can juggle in parallel spreadsheets. OnPlan does the juggling for you so you can investigate every possibility.

Variance analysis

Tedious deliverables? Never again.

Variance analysis with a click. Automating rollovers. Batch changes. Allocations. Updating presentation charts. OnPlan makes it easy.

repetitive tasks automated using financial forecasting software

Repetitive tasks? Done in a snap.

OnPlan integrates with a wide range of accounting, sales, marketing, and other operational systems so you’re always looking at the freshest data. Need to switch from a monthly to quarterly view or compare QTD forecast to budget? No formulas needed. Need to drill into transactions? No need to open Quickbooks.

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Collaboration chaos? Security without complexity.

Stop creating many copies of your data and extracting just a few rows and columns for your sales, marketing, or operations VP. OnPlan keeps your model from sprawling, and makes it easy to give stakeholders views to input sheets, reports, and dashboards set up just for them.

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Leverage Excel? Of course.

No one’s taking away your spreadsheets! OnPlan runs on spreadsheet logic you already know. You can even see and modify your models in Google Sheets, and changes sync automatically. You’ve spent decades becoming a spreadsheet whiz. Use it.

uncover insisible spreadsheet issues with onplan

Invisible issues? Not anymore.

Outliers are hard to spot in Excel, and it’s not practical to visualize every line item across every scenario.. OnPlan helps you visualize all your financial and operational data, rapidly assemble new visualizations combining data across your financial model and scenarios, drill into reports, and create dashboards for every key stakeholder. Static planning tools are not flexible enough to deal with the rapid change in business today. For a business to thrive, its tools need to evolve with it, providing real time insights to drive future growth.

Need a financial planning solution?

Learn how OnPlan gives your model superpowers.

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The benefits are clear

A platform that supercharges your spreadsheets to facilitate better insight and quicker decision making to drive growth and profitability for your business.

  • card-time

    Time saving

    Integrations remove manual data entry
  • collaboration

    Collaboration

    Protect sensitive data while empowering the entire team
  • card-accuracy

    Accuracy

    Automated updates remove human error
  • card-visualizations

    Visualizations

    Dashboards and visualizations enable better insights

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.

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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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