Question 1

How do I sign up for the service?

Accepted Answer

No registration needed – you can start directly with a free module and get going right away.

Question 2

Is there a trial period?

Accepted Answer

Yes. You can try planix without any commitment.

Question 3

Do I need prior knowledge to use the service?

Accepted Answer

No. planix guides you through the process with simple questions – even without business experience.

Question 4

How long does it take until my result is ready?

Accepted Answer

Depending on the module, from a few minutes up to a maximum of 24 hours. For every result, planix cross-checks several data sources and AI models against each other – thorough rather than a quick guess. You get an email as soon as your result is ready.

Question 5

I bought multiple modules. Which one should I start with?

Accepted Answer

If you already have a business idea, we recommend starting directly with the Business Plan main module. You can use the other modules as supplements afterwards.

Question 6

Can I import my existing data or documents?

Accepted Answer

Yes. Depending on the module, you can upload your own content and incorporate it into the plan.

Question 7

What languages is planix available in?

Accepted Answer

planix is currently available in German and English.

Question 8

In which countries is planix available?

Accepted Answer

{m:planix is available in Switzerland, Germany, Austria, the Netherlands and the United Kingdom. An expansion with country-specific modules is in planning.|planix is available in Germany, Austria, Switzerland, the Netherlands and the United Kingdom. An expansion with country-specific modules is in planning.|planix is available in Austria, Germany, Switzerland, the Netherlands and the United Kingdom. An expansion with country-specific modules is in planning.|planix is available in the Netherlands, the United Kingdom, Switzerland, Germany and Austria. An expansion with country-specific modules is in planning.|planix is available in the United Kingdom, the Netherlands, Switzerland, Germany and Austria. An expansion with country-specific modules is in planning.}

Question 9

Why do I need a business plan?

Accepted Answer

Companies with a business plan are 6x more likely to launch; 70% of firms that survive more than 5 years have a business plan. It increases commitment, growth and financing opportunities.

Question 10

What is a business plan?

Accepted Answer

A business plan describes your business model, goals, strategies and financial planning. It is the basis for banks, investors and your own orientation.

Question 11

How long should my business plan be?

Accepted Answer

As long as necessary to present your business model, market and financial planning clearly. With planix you automatically get a clearly structured, bank-ready length.

Question 12

Can I create different types of business plans with planix?

Accepted Answer

Yes. You can create different types – from simple plans for internal use to investor- and bank-ready business plans and strategic growth plans.

Question 13

What documents do I receive from planix?

Accepted Answer

You receive a complete, professionally structured business plan including financial planning, which you can download as a PDF and Word file. Results from other modules are also provided as PDFs.

Question 14

Is the financial plan always included in the business plan?

Accepted Answer

Yes. In all paid business plan packages, the financial plan is part of the business plan. It is automatically generated from your information and can be adjusted manually.

Question 15

Which industries is planix suitable for?

Accepted Answer

Thanks to real-time data, planix covers all industries, e.g. gastronomy, retail, services, logistics, tech startups and daycare/social institutions.

Question 16

Can planix create financial forecasts?

Accepted Answer

Yes. You automatically receive calculated revenue, cost and liquidity forecasts – bank-ready and investor-ready.

Question 17

Can I adjust the numbers?

Accepted Answer

Yes. The calculations can be manually overridden in the financial dashboard and updated in real time.

Question 18

What types of business plans can I create?

Accepted Answer

From classic founding planning to financing and investor plans through to growth and expansion plans.

Question 19

Can I access the service from my mobile device?

Accepted Answer

Yes. planix works on mobile too. However, we recommend using planix via desktop.

Question 20

How do I know if the service is suitable for my business?

Accepted Answer

You can try planix for free – from idea to founding, no credit card – and immediately see if it fits your project.

Question 21

Does planix keep my input, or do I have to enter everything again?

Accepted Answer

Your input stays in your company profile: target group, offer, legal form, pricing and figures. Every further result – business plan, financial plan or funding application – draws on the same state. So you explain your company once, and changes carry through everywhere.

Question 22

What is the planix Text Manager?

Accepted Answer

The Text Manager is your editor within planix. It allows you to easily revise all texts in your business plan, reformulate them or optimise them with AI suggestions – without destroying the layout.

Question 23

What is the planix Financial Dashboard?

Accepted Answer

The planix Financial Dashboard is your central dashboard for all figures. Here you can see revenue, costs, liquidity, key figures and scenarios at a glance. You can adjust forecasts and transfer the data directly into the business plan.

Question 24

Are my answers saved and can I continue filling in the questionnaire later?

Accepted Answer

Yes. Your entries are automatically saved in planix, so you can interrupt at any time and continue seamlessly later.

Question 25

Are the documents given a design?

Accepted Answer

Yes. All documents created by planix are automatically given a professional layout and design, so you can pass them on or submit them directly.

Question 26

Can I share my business plan with others?

Accepted Answer

Yes. You can download and share your business plan as a PDF for the bank and as Word for future adjustments.

Question 27

How do I know what information belongs in my business plan?

Accepted Answer

planix guides you through all relevant content (market, offer, finances) with questions and automatically fills in missing information.

Question 28

Can I still edit my business plan after creating it?

Accepted Answer

Yes. As long as you have not yet completed your plan, you can edit it as you wish in the planix Text Manager and update your figures at any time. After completion, you can reopen the plan up to two times.

Question 29

Can I see graphics and charts in my business plan?

Accepted Answer

Yes. planix automatically creates charts for financial planning and key figures.

Question 30

How do I create a market analysis for my business plan?

Accepted Answer

planix automatically delivers local market data and industry trends. You can adopt these, adjust them or insert your own research.

Question 31

Does planix offer specialised data for certain industries?

Accepted Answer

Yes. There are industry-specific content and financial models for gastronomy, retail, tech, logistics, social institutions/daycare and many more.

Question 32

Will there be more modules?

Accepted Answer

Yes. planix continuously expands its offering with new modules and features. It's worth checking back regularly to discover new options.

Question 33

Is planix a subscription or a one-time purchase?

Accepted Answer

Both are possible. planix is free from idea to founding. To build the company from the growth phase on there is a Premium subscription (from CHF 24 / month with annual billing, CHF 39 / month monthly, cancellable anytime). You can also add personal experts anytime or hand off individual tasks as one-time Done-for-you packages.

Question 34

Can I try planix for free?

Accepted Answer

Yes. planix is completely free from idea to founding – no credit card and no time limit. You can use the phases «Idea», «Validation», «Planning» and «Founding» without restriction.

Question 35

What is the difference between free and Premium?

Accepted Answer

Free covers everything from idea to founding: develop your idea, validate it, plan and found your company. Premium (from CHF 24 / month) supports building the company from the growth phase on – first customers, sales, investors and scaling. Personal experts and Done-for-you packages can be added anytime.

Question 36

Which option suits whom?

Accepted Answer

From idea to founding → free. Winning customers, business plan, investors & growth → Premium. If you want personal guidance → add experts. {m:If you’re short on time → Done-for-you packages where planix handles the execution.|If you’re short on time → Done-for-you packages where planix handles the execution.|If you’re short on time → Done-for-you packages where planix handles the execution.||}

Question 37

Can I switch between packages?

Accepted Answer

Yes. You start for free and upgrade to Premium as soon as you need the «Growth» phase. Premium is cancellable monthly, and you can add {m:experts and Done-for-you packages|experts and Done-for-you packages|experts and Done-for-you packages|experts|experts} flexibly at any time.

Question 38

What payment methods does planix offer?

Accepted Answer

planix supports all common payment methods: credit and debit cards (Visa, Mastercard), as well as other local payment methods depending on the country.

Question 39

Are credit card details stored at planix?

Accepted Answer

No. planix does not store credit card information. Payment processing is handled securely via our external payment service provider.

Question 40

Is my business plan confidential?

Accepted Answer

Yes. Your data is stored in Switzerland – {m:under the Swiss FADP and the GDPR|GDPR-compliant; the EU recognises Switzerland as a country with adequate data protection|GDPR-compliant; the EU recognises Switzerland as a country with adequate data protection|under the Swiss FADP and the GDPR|under the Swiss FADP and the GDPR; the UK recognises Switzerland as a country with adequate data protection}. Personal data is pseudonymised before every AI request and never used for AI training. planix only sees your document on request.

Question 41

Where is my data stored?

Accepted Answer

In Microsoft data centres in Switzerland (Zurich region). Databases, documents and logs stay in Switzerland.{m:| For EU users: Switzerland is a country with an adequate level of data protection – no additional safeguards are needed.| For EU users: Switzerland is a country with an adequate level of data protection – no additional safeguards are needed.|| For UK users: under UK data protection law Switzerland is a country with an adequate level of data protection – no additional safeguards are needed.}

Question 42

Is my data used for AI training?

Accepted Answer

No. Your data is used exclusively for your projects. This is set out in our Terms and agreed with the AI providers by contract. Only providers in Switzerland, in the EU or certified under the {m:Swiss-U.S.|EU-U.S.|EU-U.S.} Data Privacy Framework are approved – planix checks this automatically on every call.

Question 43

Is my data protected in compliance with GDPR?

Accepted Answer

Yes. {m:planix works in line with the Swiss FADP and the GDPR.|planix works in line with the GDPR and the BDSG; projects in Germany are handled under German law.|planix works in line with the GDPR and the Austrian DSG; projects in Austria are handled under Austrian law.|planix works in line with the GDPR and the Dutch implementation act (UAVG).|planix works in line with the UK GDPR and the Data Protection Act 2018.} Every AI call is logged – you can request information at any time and get an answer {m:within 30 days|within one month|within one month|within one month|within one month}.

Question 44

Are planix employees bound to confidentiality?

Accepted Answer

Yes. All planix employees are subject to strict confidentiality and data protection obligations and treat your information with absolute confidentiality.

Question 45

Does planix have access to my business plan?

Accepted Answer

No. planix has no access to your business plans or other documents you have created. Your data is encrypted and managed exclusively by you.

Question 46

What kind of support do you offer?

Accepted Answer

Email support and, on request, onboarding calls with real people.

Question 47

How quickly will I receive a response?

Accepted Answer

Usually within 24 hours on working days.

Question 48

Is there help with setup?

Accepted Answer

planix is intuitively very easy to use. On request we'll accompany you personally in onboarding calls.

Question 49

Can I connect planix with other tools?

Accepted Answer

Integrations with other tools are in planning.

Question 50

How can I delete my account?

Accepted Answer

In your account under "Settings", possible at any time.

Question 51

Are there discounts for partners?

Accepted Answer

Yes. With our partner programme, end customers receive discounts and partners receive commissions. Conditions automatically increase with revenue.