Lightweight data consolidation and version control for planning in spreadsheets
Consolidate, version, and permission your financial plans with two-way syncing between Excel, Google Sheets, and your data warehouse.
Most companies that have an FP&A tool still use spreadsheets
FP&A software is overbuilt and underused
Enterprise tools solve consolidation, versioning, and permissions really well. But teams are still using spreadsheets for planning, reporting, and analysis.
FP&A systems have become expensive places to store spreadsheets.
"Planning software is really only used as a central source of truth. Planning happens outside of it."
— Finance Manager
Lightweight, flexible, and reliable
Spreadsheets are flexible but fragile. EPM tools are structured but bloated.
PlanningDB gives you the best of both: version control, centralized planning, and role-based access, without forcing you into a new modeling engine.
"FP&A tools are focused on getting everyone into the product, but nobody wants to use it. Everyone exports everything so they can import it to other tools."
— Director, Finance
Bi-direction sync to spreadsheets
PlanningDB directly connects to Excel and Google Sheets so you can keep planning where you already work.
No need to switch tools or learn a new formula language. Everything stays familiar, just more reliable.
"Spreadsheets are alluring because you can do whatever you want. You can push spreadsheets very far before you need something else."
— Director of GTM Strategic Finance
Save plans directly to your data warehouse
Most planning tools create yet another data silo.
PlanningDB supports two-way syncing with your cloud data warehouse so you can model in spreadsheets and report from the warehouse.
No extra exports. No extra steps.
"EPM wants to be kind of like a data warehouse. They want you to bring in all the data. But I don't want to be moving data around."
— VP Strategic Finance
How PlanningDB works
Connect your spreadsheets
Pull structured data into your spreadsheets and write changes back automatically, without new formulas or migrations.
Define dimensions and versions
Use dedicated sheets to define versions, dimensions, and hierarchies. Reference and compare them anywhere across your spreadsheets.
Consolidate and control access
Let every team plan in their own file, then consolidate data automatically through PlanningDB. Control who can see or edit what.
PlanningDB adds what spreadsheets lack
Get the flexibility of spreadsheets with the structure of a database.
Consolidate multiple spreadsheets into a single structured and reliable data source.
"Every department does their own thing so spreadsheets proliferate."
— Senior Manager, FP&A Systems
Lock finalized versions, compare plans vs actuals, and track every change in a full audit log.
"Planning tools are basically for version control."
— Senior Finance Manager
Define who can view or edit by role, dimension, and model with simple access controls.
"Getting access controls exactly right is tricky."
— VP of Finance
Designed for the realities of modern planning
PlanningDB fits into the tools your team already uses without the overhead of managing a complex system.