OnPlan Integrations

BambooHR® is an award-winning, people-first HR platform with an intuitive design that scales with your business. It centralizes all your HR data in one secure system so you can focus less on paperwork and more on what matters most—your people. With BambooHR, you can: • Hire and onboard top talent seamlessly • Manage all your employee data and records in one place • Run payroll and administer benefits with confidence • Track time, manage performance, and measure employee engagement • Gain actionable insights with AI-powered analytics and reporting • Connect your favorite tools with seamless integrations By consolidating HR processes into one intuitive system, BambooHR empowers you to elevate the employee experience, drive business growth, and simplify HR management.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

BigQuery is a serverless, multicloud data warehouse that simplifies the process of working with all types of data so you can focus on getting valuable business insights quickly. At the core of Google’s data cloud, BigQuery allows you to simplify data integration, cost effectively and securely scale analytics, share rich data experiences with built-in business intelligence, and train and deploy ML models with a simple SQL interface, helping to make your organization’s operations more data-driven. Gemini in BigQuery offers AI-driven tools for assistance and collaboration, such as code suggestions, visual data preparation, and smart recommendations designed to boost efficiency and reduce costs. BigQuery delivers an integrated platform featuring SQL, a notebook, and a natural language-based canvas interface, catering to data professionals with varying coding expertise. This unified workspace streamlines the entire analytics process.

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.

Create and collaborate on online spreadsheets in real-time and from any device. Establish a ground truth for data in your online spreadsheet, with easy sharing and real-time editing. Use comments and assign action items to keep analysis flowing. Assistive features like Smart Fill and formula suggestions help you analyze faster with fewer errors. And get insights quickly by asking questions about your data in simple language. Sheets is thoughtfully connected to other Google apps you love, saving you time. Easily analyze Google Forms data in Sheets, or embed Sheets charts in Google Slides and Docs. You can also reply to comments directly from Gmail and easily present your spreadsheets to Google Meet.

SAP ERP (Enterprise Resource Planning) is an integrated software solution developed by SAP that enables organizations to manage and automate their core business processes in a unified system. It covers a wide range of business functions, including finance, supply chain management, human resources, procurement, manufacturing, and customer relationship management. The software is designed to facilitate the flow of information between different business departments, ensuring that data is consistent and up-to-date across the organization. SAP ERP is modular, meaning organizations can implement the specific modules they need, such as Financial Accounting (FI), Sales and Distribution (SD), or Materials Management (MM), among others. The system is highly customizable, allowing businesses to tailor it to their specific industry requirements and operational needs. SAP ERP has been widely adopted by companies of all sizes and industries.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Drive your business forward with powerful, customizable HCM software. ADP Enterprise HR is the optimal human capital management (HCM) solution for large businesses (1000+ employees) across multiple industries that want customization. This solution is hosted for you by ADP®, providing the flexibility of outsourced software and the ability to customize. You get powerful insights and analytics, as well as seamless integration with our wide range of products. With ADP Enterprise HR, you’ll reduce administrative tasks and gain insights with a single system for reporting, accountability and payroll. We’ve worked with thousands of complex organizations to successfully plan for, integrate and implement, and maintain ADP Enterprise HR. And as your business evolves over time, we’re here to help you adapt your HCM strategies and processes. Use secure, convenient mobile access for simple, anytime access across devices.