Financial Planning
OnPlan

Predictive financial planning and analysis tool connecting spreadsheets to live systems.

Use tool
Use Case
Perfect for SaaS finance directors creating quarterly rolling forecasts and testing financial outcomes under varied churn rates.
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OnPlan is an advanced Financial Planning and Analysis (FP&A) software built to modernize budgeting, forecasting, and scenario modeling. The platform acts as an intelligent bridge, retaining the flexibility of spreadsheet formulas while adding the security, structure, and real-time data integrations of enterprise software architecture.

Strategic Modeling Tools

  • Live System Integration: Connects directly with ERPs, CRMs, and HR software to update financial forecasts with real-time actuals.
  • What-If Scenario Modeling: Build complex future projections to assess the financial impact of headcount growth or market pricing shifts.
  • Interactive Visual Dashboards: Automatically turns dense tables into easy-to-read, board-ready financial charts.

OnPlan significantly minimizes human error by eliminating manual CSV file uploads and broken spreadsheet links. Finance departments can set role-based access controls, collaborate securely across departments, and generate instantaneous B2B SaaS metrics or variance analyses, enabling agile executive decisions backed by trustworthy predictive models.

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