Example

A financial plan from Switzerland.

The way planix outputs it – as PDF, Word, Excel and on the Web.

The way planix outputs it.

planix_Business-und-Finanzplan_Lea-Brunner_2026-10-14.pdf

The document for the bank, guarantee body and funding body – 16 chapters, 30 pages.

Business & Financial Planning Pro

Business and financial plan

Project, capital requirement, financing and projections for the bank, guarantee institution and funding body.

Prepared for
Lea Brunner
Company
Kaffeewerk Steinberg GmbH
As of
14.10.2026
Project
Café with its own roastery
planix.aiPersonal document

Tap the page to enlarge

Page 1 of 30

24 of 30 pages in the example

Fictitious example The project and people are made up. planix calculates the figures according to the same rules as your plan.

FAQ

Frequently asked questions

No. You answer questions about your offer, prices, costs, staff, investments and equity. planix uses them to calculate the financial plan.

No. You get the plan as Web, PDF and Word. The Excel enclosure with eight sheets is for the bank – so it can recalculate every figure.

No. Every amount comes from your details or the tables. For empty costs, the finance board suggests an industry benchmark – it is only used in the calculation after you confirm it.

The plan is structured the way your house bank and the guarantee cooperative expect it – with monthly liquidity, affordability, scenarios and a list of enclosures. Whether a loan is granted is up to the bank; planix gives no commitment.

planix calculates immediately once you have completed the questionnaire. After your approval, the plan is usually ready within a few minutes.

Business & Finanzplanung Pro costs CHF 49 one-time. No subscription.

Yes. planix calculates capital requirements, liquidity and affordability according to the same rules as your plan. Only the project and people are made up.

Backed by leading start-up experts and partners

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

Your figures. Your plan.
Start now.

Capital requirements, liquidity and affordability – without Excel.

Create financial plan Business & Finanzplanung Pro · CHF 49 one-time · no subscription