Onplan

What is onplan

Onplan is a financial planning and forecasting platform aimed at finance teams, founders, and small-to-midsize businesses that need structured, auditable forecasts and scenario analysis. The product focuses on driver-based models (revenue drivers, hiring plans, CAC, churn, etc.), linked income statement / balance sheet / cash flow models, and collaborative budgeting workflows.

Users typically adopt Onplan to replace brittle spreadsheets with a system that preserves modeling logic, records assumptions, and allows multiple scenarios to be compared side-by-side. The platform connects to transaction and revenue systems to reduce manual data entry and to keep live forecasts synchronized with actuals.

Because Onplan stores model structure, assumptions, and historical revisions, it supports auditability, version control, and clear reporting for board decks and investor updates. Teams use it to test pricing changes, hiring plans, fundraising scenarios, and monthly close-to-forecast variance analysis.

Onplan features

What does onplan do?

Onplan builds and maintains driver-based financial models, automates data imports, provides scenario and sensitivity analysis, and exposes reporting and dashboards for stakeholders. Key functional areas include modeling, integrations, collaboration, and reporting.

Modeling features let users define revenue drivers, unit economics, expense schedules, capex and depreciation, and multi-entity consolidations. Models are modular so revenue schedules, headcount plans, and capex assumptions can be reused across scenarios.

Collaboration features include role-based access, comment threads on specific model sections, and change history so teams can review what assumptions changed and when. Onplan also provides export options and templated reports for board updates and investor communications.

Reporting and visualization give finance and non-finance stakeholders clear views of runway, cash flow, headcount impact, and key metrics. Dashboards can be customized to surface burn rate, ARR/MRR, gross margin, and other KPIs relevant to the business.

Onplan pricing

Onplan offers these pricing plans:

• Free Plan: $0/month with limitations on models, integrations, and users
• Starter: $15/month per user billed annually ($18/month billed month-to-month) with basic integrations and unlimited viewers
• Professional: $35/month per user billed annually ($42/month billed month-to-month) with advanced forecasting, scenario manager, and automated connectors
• Enterprise: Custom pricing with single sign-on, dedicated onboarding, advanced security controls, and SLAs

Check Onplan's pricing tiers for the latest rates and enterprise options.

How much is onplan per month

Onplan starts at $15/month per user when billed annually for the Starter plan; month-to-month billing is typically higher at $18/month per user. The Professional tier is priced around $35/month per user on annual billing with a higher month-to-month equivalent.

How much is onplan per year

Onplan costs $180/year per user for the Starter plan when billed annually ($15/month × 12 = $180/year). The Professional plan commonly appears as $420/year per user on annual billing ($35/month × 12 = $420/year). Enterprise pricing is quoted based on organization size and requirements.

How much is onplan in general

Onplan pricing ranges from $0 (free) to $35+/month per user. Small teams and founders can begin on the Free Plan and move to Starter or Professional as they need integrations and multi-scenario capabilities. Enterprise customers typically pay a higher per-user or seat fee plus an implementation and services component.

What is onplan used for

Onplan is used for monthly forecasting, annual budgeting, cash flow planning, and scenario analysis. Finance teams use it to consolidate data from accounting and revenue systems and to keep forecasts updated automatically rather than re-keying numbers into spreadsheets.

Personal Use: Founders use Onplan to validate fundraising scenarios, calculate runway under different burn rates, and test pricing changes before committing. The platform’s scenario comparisons make it straightforward to show investors multiple outcomes.

Team Features: FP&A teams use Onplan to create rolling forecasts, reconcile forecast vs. actuals, build headcount models linked to payroll and hiring pipelines, and produce consolidated financial statements across business units.

Operational Planning: Business leaders use Onplan to link operational drivers (customer acquisition, churn, average revenue per user) to financial outcomes so that decisions like hiring, marketing spend, or pricing adjustments can be evaluated in financial terms.

Pros and cons of Onplan

Onplan’s strengths include driver-based modeling, strong scenario comparison tools, and native or semi-native integrations with common accounting and revenue platforms that reduce manual work. The modeling environment is structured to minimize broken links that often plague spreadsheet-based processes.

A second advantage is collaboration and auditability: Onplan records assumptions and change history, making it easier to trace why forecasts moved and to reproduce past versions for compliance or board reporting.

On the downside, migrating complex, highly customized spreadsheet models into Onplan requires upfront effort and possibly professional services for larger organizations. Some advanced finance teams with bespoke macros or highly customized Excel logic may need to adapt models and workflows to Onplan’s structured approach.

Another potential limitation is cost at scale: per-user fees for fully featured plans can be more expensive than a spreadsheet-based approach for very small teams, though the reduction in manual work and improved accuracy often justifies the investment.

Onplan free trial

Onplan commonly offers a free tier and an initial trial period of paid features for new accounts so teams can validate connectors and modeling workflows before committing. Trial periods typically include access to the major forecasting features, a small number of integrations, and sample templates.

During the trial you can import historicals, connect at least one live data source, run a few scenarios, and export reports to evaluate whether Onplan fits your month-end and board reporting cadence. Trial accounts often include guided onboarding materials and documentation to accelerate setup.

To get an accurate view of what’s included in any current trial, view Onplan’s pricing tiers and the documentation for trial limitations.

Is onplan free

Yes, Onplan provides a Free Plan that allows a small team or an individual to build basic driver-based models and test core functionality. The free tier is limited in the number of models, integrations, and users, so teams planning consolidated forecasts or multiple live connectors will typically upgrade to Starter or Professional.

Onplan API

Onplan exposes programmatic access so engineering and data teams can automate data flows, embed models in internal dashboards, and build custom integrations. The API supports reading model outputs, writing assumptions, and pushing actuals from accounting or CRM systems.

Common API capabilities include REST endpoints for retrieving time-series forecast data, posting historical transactions, creating and updating scenario definitions, and subscribing to webhooks for model changes or sync events. These endpoints enable automated syncs with data warehouses or BI tools.

Onplan also offers prebuilt connectors and a mapping layer for common business systems. Typical direct connectors include accounting systems, subscription billing platforms, payment processors, and HR/payroll systems. For custom needs, teams can use the API or SFTP/CSV ingestion to keep Onplan in sync with internal data.

For developer details and authentication flows, see Onplan’s API documentation and developer guides which outline endpoints, rate limits, and example payloads.

10 Onplan alternatives

• QuickBooks — Accounting platform with basic budgeting and cash flow reports, best for small businesses focused on bookkeeping
• NetSuite — ERP with advanced financial consolidation and planning modules for larger organizations
• Vena — Excel-native planning platform that layers planning and workflow on familiar spreadsheets
• Planful — FP&A platform built for continuous planning and enterprise consolidations
• Anaplan — Enterprise planning tool with powerful multi-dimensional modeling for large enterprises
• Adaptive Insights (Workday Adaptive Planning) — Cloud budgeting and forecasting for mid-market to enterprise customers
• Airtable — Flexible datagrid and lightweight planning tool that can be adapted for simple models
• Notion — Documentation and lightweight tracking; usable for basic planning but without financial modeling depth
• GSheets (Google Sheets) — Flexible spreadsheet for custom models and ad-hoc forecasting
• Causal — Financial modeling platform focused on formula-driven models and scenario analysis

Paid alternatives to Onplan

• Planful — Comprehensive FP&A software for rolling forecasts, close consolidation, and driver-based planning; suited for mid-market and enterprise with dedicated support and integrations.
• Anaplan — Scalable planning and modeling platform that handles complex, multi-dimensional planning across finance and operations at large enterprises.
• Adaptive Insights (Workday Adaptive Planning) — Budgeting, forecasting, and financial reporting with strong consolidation and audit features for growing companies.
• Vena — Offers an Excel-centric experience layered with workflow, controls, and connectors to finance systems.
• NetSuite (Planning & Budgeting) — Integrated ERP with planning and budgeting modules for organizations already on NetSuite ERP.

Open source alternatives to Onplan

• ERPNext — Open source ERP that includes some financial planning capabilities and can be extended for budget tracking and reports.
• Dolibarr — Modular open source business suite with accounting and financial modules that can be adapted for basic planning.
• Odoo Community Edition — Open source suite with accounting, invoicing, and analytic accounting that can be extended for budget planning.
• Apache OFBiz — Framework for enterprise automation that can be developed into custom financial planning tools.

Frequently asked questions about Onplan

What is Onplan used for?

Onplan is used for financial planning and forecasting including driver-based models, cash flow forecasting, budgeting, and scenario analysis. Finance teams, founders, and FP&A groups use Onplan to run multiple scenarios, consolidate models, and prepare investor- and board-level reports.

Does Onplan integrate with QuickBooks and Stripe?

Yes, Onplan supports native connectors to common accounting and billing systems such as QuickBooks and Stripe so transactional data can flow into forecasts. These connectors reduce manual imports and keep forecast actuals aligned with bookkeeping and revenue platforms.

How much does Onplan cost per user?

Onplan starts at $15/month per user on the Starter plan when billed annually; the Professional tier is typically $35/month per user on annual billing with more connectors and features. Enterprise pricing is available on request and includes additional services and security options.

Is there a free version of Onplan?

Yes, Onplan offers a Free Plan that gives individuals or very small teams limited access to modeling features and a small number of integrations. Larger teams generally upgrade to unlock automated connectors and scenario management.

Can Onplan be used for cash flow forecasting?

Yes, Onplan includes cash flow forecasting that links income statement assumptions to balance sheet schedules and cash flow projections. The platform supports multi-period cash views, runway calculations, and sensitivity testing of cash outcomes under different scenarios.

Does Onplan provide scenario and sensitivity analysis?

Yes, Onplan provides scenario and sensitivity analysis tools that let users create multiple forecast variants, toggle assumptions, and compare outputs side-by-side. This capability is central for evaluating hiring plans, pricing changes, and fundraising scenarios.

Can I import Excel models into Onplan?

Yes, Onplan supports Excel import and mapping so you can bring spreadsheet data and historicals into the platform. Complex formulas may need to be reconfigured into Onplan’s modeling approach, but data and structure can be migrated.

How secure is Onplan with financial data?

Onplan follows industry-standard security practices including encrypted data transfer, role-based access controls, and enterprise features on higher tiers such as SSO and audit logs. Enterprise customers can review Onplan’s security documentation for compliance specifics.

Does Onplan offer an API for automation?

Yes, Onplan exposes a RESTful API and webhooks for programmatic access to models, scenarios, and actuals so engineering teams can automate data flows and integrate Onplan with internal tools and data warehouses.

What training resources does Onplan provide?

Onplan provides onboarding documentation, templates, and guided setup plus customer support resources and optional professional services for complex migrations. Paid plans often include faster support SLAs and access to onboarding specialists.

onplan careers

Onplan hires across product, engineering, customer success, and finance roles to support product development and customer implementation. Career pages typically list open roles, required qualifications, and the interview process, and may include links to equity and benefits information.

Roles at Onplan often focus on building integrations, improving modeling logic, and delivering FP&A workflows that match customer needs. Engineering roles commonly require experience with APIs, data pipelines, and secure cloud deployments.

Customer-facing roles such as solutions consultants and success managers work closely with finance teams to migrate models, run initial workshops, and ensure clients adopt best practices for forecasting and scenario planning.

onplan affiliate

Onplan maintains partner or affiliate programs to work with accounting firms, FP&A consultancies, and implementation partners who resell or implement the platform for customers. Affiliate partners typically receive referral fees or reseller margins and access to partner training and marketing materials.

Partners are often accountants, fractional CFOs, and consulting firms that specialize in budgeting and financial transformation. Onplan’s partner program supports these firms with onboarding guides, demo environments, and co-marketing opportunities.

If you are interested in partnership terms or becoming an implementation partner, review Onplan’s partner information on their site or contact the sales team through Onplan’s contact and partnership page.

Where to find onplan reviews

User reviews for Onplan are available on software review sites and finance-community forums where FP&A practitioners share implementation notes and product experiences. Look for hands-on reviews that comment on migration effort, integration reliability, and scenario functionality.

For current customer testimonials and case studies, view Onplan’s customer pages and documented case studies on their website. Independent review sites and LinkedIn posts from finance professionals also provide practical perspectives on how Onplan performs in real-world forecasting use cases.

For the most up-to-date product details, pricing, and technical documentation, consult Onplan’s official site, including Onplan’s pricing tiers and Onplan’s API documentation and guides.