OnPlan
Build better financial models.
Overview
OnPlan is a financial modeling platform that helps businesses build, manage, and collaborate on financial models within Google Sheets and Excel. It provides pre-built templates, integrations with accounting software, and tools for scenario planning and variance analysis, bringing structure and power to spreadsheet-based modeling.
✨ Key Features
- Financial Model Templates
- Google Sheets & Excel Integration
- What-if Scenario Planning
- Budget vs. Actuals Analysis
- Data integration with accounting systems
🎯 Key Differentiators
- Deep integration with both Google Sheets and Excel, offering flexibility
- Combines spreadsheet flexibility with database-driven control and integrations
- User-friendly and easy to navigate
Unique Value: Offers the best of both worlds: the power and flexibility of spreadsheets combined with the automation, collaboration, and data integrity of a dedicated FP&A platform.
🎯 Use Cases (4)
✅ Best For
- Startups and small businesses
- Finance teams and consultants who prefer to work in spreadsheets
- Quickly generating a full 3-statement financial model
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large enterprises requiring a full CPM suite with complex workflows and controls.
🏆 Alternatives
Provides a more seamless and interchangeable experience with native spreadsheets (especially Google Sheets) compared to other Excel-native tools.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Premium tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Limited features for personal use
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