OnPlan is a budgeting and forecasting platform that integrates real-time financial data across all business functions to enhance accuracy in financial planning. It enables organizations to create precise budgets and forecasts, improving decision-making and resource allocation.
Funding
$1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many organizations struggle with inaccurate and time-consuming budgeting processes due to siloed data and a lack of real-time visibility across business functions. Traditional methods often rely on static spreadsheets and manual data entry, leading to errors and hindering effective decision-making.
Solution
OnPlan is a financial planning and analysis (FP&A) platform that integrates real-time data from various business systems to streamline budgeting, forecasting, and performance analysis. The platform provides a centralized view of financial data, enabling organizations to create dynamic, data-driven budgets and forecasts. By automating data collection and consolidation, OnPlan reduces manual effort, improves accuracy, and facilitates collaborative planning across departments. This allows businesses to gain deeper insights into their financial performance, optimize resource allocation, and make more informed strategic decisions.
Target Audience
OnPlan is designed for finance professionals, business leaders, and department heads in mid-sized to large organizations seeking to improve their budgeting, forecasting, and financial planning processes.
Features
- Real-time data integration with accounting, CRM, HR, and other business systems
- Collaborative budgeting and forecasting workflows with role-based access control
- Scenario planning and what-if analysis to model the impact of different business decisions
- Automated variance analysis to identify and explain deviations from budget
- Customizable dashboards and reports for tracking key performance indicators (KPIs)
- Version control and audit trails to maintain data integrity and compliance
- Integration with popular spreadsheet software for ad-hoc analysis and reporting