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Productivity Tools for Professional Services Companies, Simplified.

Our professional services bundle provides your services business with the tools you need to manage your resources. Manage staffing, connect to HR and financial data, gain insight into project-level economics and gain greater control over your finances - all contained in a single platform.

Take control of your model

OnPlan offers a unique set of tools to help your Professional Services organization succeed. Improve forecasts, plan headcounts, connect to your CRM, and report on various metrics on the fly.

financial modeling software
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Your essential operational needs

Manage your financials, including your operating expenses, headcount planning, and payroll, at every stage. OnPlan will provide visibility into the actual costs attached to each project so that you never lose sight of your profitability.

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Increase revenue forecasting accuracy

Use the Revenue Forecasting App to break down revenue by your current clients while accounting for any churn and potential clients factoring in existing resource capacity.

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Detailed headcount planning

Integrate data from your existing HR solution and gain insight into resource allocation, capacity, billable utilization rates and road map visibility, so you can make data-driven decisions against targets.

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Essential financial statements

The OnPlan Financial statement Reporting App does it all: create WIP, project level status, project profitability and budget vs actual reports or custom industry reports for an automated, streamlined look into your business.

Need a financial planning solution?

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The benefits don't stop there.

Other key features your Professional Services company can benefit from:

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    Updating scenarios in minutes

    Create new scenarios and conduct 'what if?" analysis reports on the fly. For example, understand the effects of a more aggressive marketing strategy instantly.
  • collaboration

    Tailored dashboards

    Create custom personalized dashboards that track your utilization rates, headcount movement, profitability, capacity requirement and other key metrics.
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    Streamlined Budget vs. Actuals

    Spend less time on updating actuals manually. Easily highlight differences in budget vs. actuals for project planning and estimations.
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    The same Excel/Google Sheet syntax

    OnPlan offers the best of both worlds by extending what Excel/Google Sheets can do without sacrificing the formula language we are accustomed to.

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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