Budgeting reach OnPlan serves a broad range of industries and SMBs with a budgeting and forecasting platform, indicating strong cross-sell potential to finance, operations, and departmental leads seeking better visibility and benchmarking.

Finance tech With technology stack including SAP, Hyperion, IBM Cognos Analytics, and other analytics tools, there is opportunity to position OnPlan as a modern, cloud-based complementary solution to established ERP/BI ecosystems.

Revenue focus Current revenue in the $10M–$25M range and a modest funding base suggest capacity for tiered expansion through enterprise-grade features, onboarding services, and strategic partnerships to accelerate growth.

Growth peers Comparable companies in the space demonstrate scale and broad customer footprints; OnPlan can target mid-market firms similar to Jirav and Planful, emphasizing faster time-to-value and flexible budgeting workflows.

Engagement levers Leverage existing tech stack and analytics capabilities to upsell modules such as scenario planning, multi-department forecasting, and benchmarking dashboards to finance leadership and department heads.