For finance founders

Build your finance business
on a solid plan.

Test the idea. Market analysis. Business plan. Incorporation. Find investors.All in one place.

Analyse my finance idea

No sign-up & no credit card required

4.9/5 · 600+ founders trust planix
Build your finance business on a solid plan.
Is this for me?

Who is this industry for?

Financial advisory

Advise and broker independently

Insurance & broker

Your own brokerage or agency

Fintech & platform

Build a digital finance product

Fiduciary & accounting

Support SMEs with numbers and taxes

Analyse my finance idea
Which problem planix solves

Why do so many finance ventures fail?

No permit and compliance means no legal operation.

Typical mistakes
  • Deciding on gut feeling
  • Investing blindly
  • No structure
With planix
  • Check market potential
  • Analyse competitors
  • Validate target group
  • Test demand
  • Develop pricing strategy
  • Create a business plan
Analyse my finance idea
How does it work?

From idea to company

01

Validate the idea

Analyse the market potential of your idea.

Output
  • Opportunity score
  • Competitor analysis
  • Target group profile
02

Test the market

Validate demand before you invest.

Output
  • Customer feedback
  • Risk assessment
  • Willingness to pay
03

Plan & found securely

Found securely and structured.

Output
  • Legal form recommendation
  • Brand protection
  • Contracts & checklists
04

Win customers

Build go-to-market and first sales.

Output
  • Go-to-market plan
  • Channel strategy
  • First-customers playbook
Start for free
What does it look like?

Sample results for finance & insurance

Your idea

Klarbudget Olten · Olten

Value proposition, numbers and business model canvas.

See an example

Business plan

Thurtal Treuhand GmbH · Wil

Capital needs, financing and viability for the bank.

See an example

Financial plan

Thurtal Treuhand GmbH · Wil

Profit and loss, liquidity and balance sheet in Excel.

See an example
Analyse my finance idea
Why planix?

Why not just ChatGPT?

ChatGPT gives answers. planix gives decisions.

ChatGPT & Co
  • Piecing it together yourself takes weeks
  • Answers from the AI’s memory
  • The financial plan doesn’t match the text
  • You’re on your own
vs
planix
  • Done in hours, not weeks
  • Live data from over 250 databases
  • Numbers and text build on each other
  • Expert feedback on request
20+

Industry expertise

Over 20 years of experience built into every analysis.

◷

Market data

Current market and competitor data flow in directly.

→

Decision logic

Clear next steps instead of isolated answers.

Analyse my finance idea
Founders about planix

600+ founders.
Real progress 600+ founders trust planix

How founders gain clarity faster with planix. From idea to business.

4.9/5 Rating600+ FoundersGDPR-compliant🇨🇭 Swiss hosting

LM
Lena M.Physiotherapy · St. Gallen

«The business plan was with the bank after two weeks. The approval for CHF 180,000 came without a single follow-up question.»

CHF 180,000 loan · 5 weeks to approval

DR
David R.Metal fabrication · Aargau

«For the funding application, numbers and text came from one source – the same basis as the business plan. The review board had no follow-up questions.»

CHF 35,000 grant · 1 application, 0 queries

MH
Mia H.HR Software · Zurich

«Within two days I finally knew whether my idea had potential. That saved me months of uncertainty.»

Idea validated — in 2 days

LB
Luca B.Restaurant · Bern

«I had zero idea about business plans. planix guided me step by step. My restaurant has been running for six months.»

Restaurant successfully opened

KA
Kwame A.Trading Company · Geneva

«planix opened my eyes. My vague idea became a clear plan in just a few hours – absolutely recommended!»

Clear business plan in hours

NS
Nora S.Architecture Studio · Basel

«I had no idea how to position my offer. planix sorted that out in one week.»

Positioning clarified in 1 week

SL
Sophie L.SaaS Startup · Lausanne

«Solid analyses, strong data foundation and helpful recommendations for approaching investors – highly recommended!»

Investor documents ready in 3 days

RF
Reto F.Plumbing Business · St. Gallen

«As a tradesman I finally wanted to be my own boss – but all the paperwork held me back. planix handled the incorporation and explained the right legal structure to me. Simple and fast.»

GmbH incorporated – in one week

OT
Oliver T.Hospitality · Vienna

«As a small business, price was crucial. planix offered premium quality – the finance section was spot on, the bank approved immediately.»

Bank financing approved instantly

TK
Tobias K.Online Shop · Berlin

«The bank accepted the business plan straight away. After three rejections, I had stopped expecting that.»

Financing on the 1st attempt

AD
Amara D.Medtech Startup · Munich

«Brilliant AI combination and precise SWOT analysis – exactly what I needed for my medtech launch.»

Market entry solidly prepared

ER
Emma R.Retail · Hamburg

«At this price I never expected such quality – the plan was detailed and perfectly tailored to our industry. Simply wow.»

Industry-specific & ready to execute

Start now with your idea.

No sign-up. No credit card.

Start for free

Backed by leading start-up experts and partners

ConsultingNetworkSwitzerland.
swissstartupassociation+
SWISS DESIGN
& ENGINEERING
NVIDIA Inception Program
collumino.com
STARTUPS
EXPERTSuisse
Buchhaltungs AG
DACH Startups
Final questions?

Frequently asked

You can use planix for free up to incorporation. Premium modules for the growth phase start at CHF 24 / month.

For every founding phase

Start where you are right now.

From idea to customers, business plan, financial plan and incorporation – all in one place.

01

Validate the idea

Score · Market · Audience

02

Test the market

Feedback · Demand · Risks

03

Plan & found securely

Legal form · Contracts · Protection

04

Win customers

Go-to-market · Investors · Growth

Start your journey

Free · No sign-up · Swiss data protection

Analyse my finance idea