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OnPlan

How to get started using OnPlan to build financial projections

OnPlan is a platform for creating financial projections and managing your company’s financials. OnPlan works with Microsoft Excel and Google Sheets:

OnPlan integrates with your existing Microsoft Excel or Google Sheets financial model — making it very easy to set up and start using straight away. … Simply provide us with your existing model and our customer success team will convert it into our platform. From there, we extend your model with drag-and-drop controls. Once we have built out your core model we extend its functionality with informative dashboards, charts, graphs, and more.

OnPlan allows you to import existing spreadsheet models, and once the formatting and structure is updated to the required structure, you can use your model within OnPlan and build additional analysis and calculations into the model using the Excel formulas you already know. And you can export your model at anytime.

Watch the video above for a preview of how OnPlan works; in the video I focus on showing how to create a new model in OnPlan starting from the Runway and Cash Budget Tool, which is preloaded and available to all OnPlan users.

Learn more and book a demo at OnPlan →

Why I am sharing OnPlan

You might ask, why am I sharing a company that aims to eliminate the spreadsheet for financial projections? I have always worked to provide the best financial tools for a founder, investor, or finance professional to make meaningful decisions about key strategic and operational decisions for their business, and my goal is to help someone answer those questions and setup the right processes, whether they use a spreadsheet financial model template or not.

Personally, I don’t believe in the dichotomy between spreadsheets and web apps for managing a company’s financials, and I believe there are product and business reasons for why one may choose to use a spreadsheet tool - like Foresight, ahem - to create projections and analyze a company’s operational and financial performance. But there are situations where web tools can provide a better user experience for building financial models that you can use on an active, recurring basis to manage a company’s financials. Within companies, finance is a function that has not yet seen the explosion of tools and platforms that development, design, management, collaboration, communication, and human resources have benefited from,

More web tools for building financial models at Alternative to Foresight →

How to use

Learn more and book a demo at OnPlan →