Create financial plan

Pricing

One module. Paid once.

Name: Financial plan by planix
Brand: planix
Price: 49 CHF
Availability: InStock

No subscription. You pay once and get your financial plan.

Planning

Business & financial planning Pro

Bank-ready financial plan

How do I convince the bank with figures?

For anyone applying for a loan, guarantee or funding – or wanting to know whether the money is enough.

Your plan over five yearsWeb, PDF, Word · Excel with eight sheets

Capital requirements and sources of fundsall items against equity and loans – missing funds as a separate line
Financing and collateralloans with interest and amortisation, collateral, funding gap
Planned income statement over 5 yearsrevenue from your offers, costs from your details
Liquidity month by month24 months individually, then per year – the lowest point determines the reserve
Planned balance sheetfive years, with an opening balance sheet for a takeover
Affordability with traffic lightsdebt service, indebtedness, equity, private needs
Three scenariosbase, cautious, optimistic – with break-even revenue
Finance board for checkingsee and change every figure; benchmarks only as a suggestion
List of enclosures per submission officewhat you bring for the house bank, guarantee or funding body

Business and financial plan
Financial plan (Excel attachment)

CHF 49one-time

Incl. VAT · no subscription

Plan bank-ready

Price per company.

Trust & privacy

Your figures. Secure. In Switzerland.

Stored in Switzerland

On Azure servers, compliant with the Swiss FADP and EU GDPR.

No AI training on your data

Your inputs are never used to train AI models.

Handled confidentially

planix only sees your details if you explicitly ask for it.

FAQ

Questions about the price

Is there a subscription?

No. Business & Finanzplanung Pro costs CHF 49 and is paid once.

What do I get for the price?

Your business and financial plan over five years as Web, PDF and Word – plus the financial plan as Excel with eight sheets.

Do I need another module first?

No. planix takes over a finished business concept if there is one. Otherwise, planix asks for the details.

Business & Finanzplanung Pro belongs to the planning phase of the planix founder journey. What you enter, you take with you.
View the entire founder journey

Backed by leading start-up experts and partners

ConsultingNetworkSwitzerland.

swissstartupassociation+

SWISS DESIGN
& ENGINEERING

collumino.com

STARTUPS

EXPERTSuisse

4localCH

Buchhaltungs AG

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