Business & Financial Planning Pro
Business and financial plan
Project, capital requirement, financing and projections for the bank, guarantee institution and funding body.
Business plan template.
That fills itself in.Business plan template.
Fills itself in.
- 16 chapters: structured the way banks and funding agencies read16 chapters, as the bank reads
- PDF, Word and Excel: to submit, adapt and recalculatePDF, Word and Excel
- For Switzerland: the country’s taxes, salaries and social contributionsCalculated for Switzerland
Concept freeTemplate with financial plan CHF 49, one-offWith financial plan CHF 49 one-off
Your data stays confidential · servers in Switzerland · no AI training
Supported by leading start-up experts and partners
ConsultingNetworkSwitzerland.
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The difference
A blank template doesn’t calculate.
Word and Excel give you chapters. planix fills them – and every number adds up.
planix fills the chapters – every number adds up.
Blank templateplanix template
Chapters the way the bank expects themChapters for the bank
Texts written from your inputsTexts done
Capital required, income, liquidity, balance sheetFinancial planemptycalculated
Switzerland’s taxes and social contributionsLevies CH
Viability with traffic lightsViability
Attachment list for your bankAttachment list
FormatFormatWord, ExcelPDF, Word, Excel
What the template contains
16 chapters. Everything the bank wants to read.
From the summary to viability – in the order banks and funding bodies expect.
In the order the bank expects.
- 1SummaryThe venture at a glance – in the Pro plan with metrics.In the concept
- 2Company and foundersLegal form, permit, one section per person.In the concept
- 3Offer and business modelProblem, offers, how money is earned.In the concept
- 4Market and competitionTarget group, competition, positioning.In the concept
- 5Marketing and salesThe route to the first customers.In the concept
- 6Organisation and staffRoles, workloads, salaries, from when.In the Pro plan
- 7Investments and capital requiredWhat you need, item by item.In the Pro plan
- 8Financing and collateralEquity, loans, collateral.In the Pro plan
- 9Projected income statementFive years from your inputs.In the Pro plan
- 10Liquidity planning24 months individually, then per year.In the Pro plan
- 11Projected balance sheetFive years, opening balance sheet for a takeover.In the Pro plan
- 12Viability and living costsFour metrics with traffic lights.In the Pro plan
- 13Risks and scenariosBase, cautious, optimistic.In the Pro plan
- 14AssumptionsInputs and calculation parameters with source.In the Pro plan
- 15Attachments and next stepsWhat you give the bank in addition.In the Pro plan
- 16Your next stepsOpen points and the next module.In the Pro plan
Calculated for Switzerland
Swiss template. Swiss numbers.
No sample from another country: Switzerland’s taxes, salaries and contributions, with source in the Assumptions chapter.
Switzerland’s taxes, salaries and contributions.
Submitted toGuarantee cooperative and house bank
8.1 %VAT (MWST)
13Monthly salaries per year
15 %Employer contributions on salaries
10 %AHV/IV/EO for the self-employed
As of 2026
Two ways
Start for free. Submit with numbers.
The concept fills chapters 1 to 5. The Pro plan all 16 – paid once, no subscription.
Put your idea into a document you can share – before you plan the numbers.
- Chapters 1 to 5 filled in
- One-page short profile
- Web, PDF and Word
- Business Concept
- Business concept
- Short Profile
Complete business plan with a calculated financial plan, the way banks and funding agencies accept it.
- Capital required, liquidity, balance sheet
- Viability with traffic lights
- Scenarios and attachment list
- Business and financial plan
- Financial plan (Excel attachment)
Afterwards: Lean business plan for CHF 39 – your plan on at most four pages.
FAQ
Questions
Yes – filled in. You get your plan as PDF, Word and Excel. In Word you adapt every sentence, in Excel the bank recalculates.
Yes, free as Word with guiding questions in the guide. It gives you the chapters, but no numbers. planix asks you the questions and writes the chapters from your answers.
Blank template in the guideThe business concept: chapters 1 to 5 of the template as web, PDF and Word. Chapters 6 to 16 with financial plan cost CHF 49 one-off.
The 16 chapters follow what house banks and funding agencies in Switzerland read – with capital required, liquidity and viability. The decision is the bank’s.
You answer the questions at your own pace. As soon as you’re done, your plan is ready in a few minutes.
For Switzerland, Germany and Austria – each with the country’s taxes, salaries and contributions.
Enough of blank templates.
Start for free.
The concept first. The numbers when you’re ready.
Start the template for free Concept free · Financial plan CHF 49 one-off