You can sign up on the registration page on planix.ai. There you will get access to the platform and can start right away.

Yes. You can try planix without obligation.

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

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

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

planix is currently available in German and English.

planix is currently available in Switzerland, Germany, Austria and the United Arab Emirates. Expansion to additional countries is already in planning.

You can try planix for free (e.g. Explore) and immediately see if it fits your project.

Companies with a business plan are 6 times more likely to launch; 70% of companies that survive longer than 5 years have one. It increases commitment, growth, and funding opportunities.

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

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

Yes. For example, you can create simple internal plans (Standard), investor plans, bank plans (Advanced), or strategic growth plans (Premium).

You receive a complete, professionally structured business plan including financial planning, which you can download as a PDF and Word file.
Startup boosters are usually provided as PDFs.

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

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

Yes. You automatically receive calculated revenue, cost, and liquidity forecasts – bank-ready and investor-grade. A platform like planix doesn’t just create text but also automatically builds financial models and forecasts.

Yes. All calculations can be manually overridden and updated in real time in the Financial Dashboard.

From classic start-up planning to financing and investor plans, as well as growth and expansion plans.

From classic start-up planning to financing and investor plans, as well as growth and expansion plans.

No. Switching between packages is currently not possible. If you want to use a different package, you need to purchase it separately.

Anytime in your account under “Settings.”

The Text Manager is your editor within planix. It allows you to easily revise, rephrase, or optimise all texts in your business plan using AI suggestions – without breaking the layout. Using the back button (red pencil) in the correction function, you can revert your text at any time to the version suggested by planix.

The planix Financial Dashboard is your central hub for all figures. At a glance, you can see revenue, costs, liquidity, KPIs, and scenarios. You can adjust forecasts and directly transfer the data into your business plan. In addition, charts provide a graphical representation of your data.

Yes, planix also works on mobile. However, we recommend using planix on a desktop for the best experience.

Yes. Your inputs are automatically saved in planix so you can pause at any time and continue seamlessly later.

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

Yes. You can download your business plan as a PDF for banks (Advanced and Premium) and as a Word file for future adjustments.

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

Yes. As long as you haven’t finalised your plan, you can edit it freely in the planix Text Manager and update your figures at any time.
After finalisation, you can reopen the plan up to two more times to make further changes.
After that, the business plan is available as a Word file for independent editing. Please note that only the non-editable planix PDF version is intended for banks and investors.

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

planix automatically provides local market data and industry trends. You can adopt, adapt, or add your own research.

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

Yes. planix continuously expands its offer with new founder boosters. It’s worth checking back regularly to discover new modules and features.

planix works without long-term subscriptions. You pay once per module package and can use it immediately. You can purchase additional modules as needed.

Yes. With the Explore package (0 CHF) you get free access and can try planix without obligation. In addition, planix offers numerous founder boosters free of charge.

·       Standard
For an easy start into business planning – e.g. for landlords, business partners or internal purposes.

·       Advanced
Ideal for small to medium funding rounds. The plan is investor-ready and includes all details expected by banks or investors.

·       Premium
For demanding planning, management boards and executive committees. Comprehensive, strategic, including in-depth analyses and extended financial modules.

·       Founders / early stage → Standard

·       Startups needing funding → Advanced

·       Companies & leadership teams, funding needs → Premium

planix supports all common payment methods: credit and debit cards (Visa, Mastercard) as well as other local payment options depending on the country. A payment with Crypto will be available soon.

No. planix does not store credit card information. Payments are securely processed via our external payment provider, which encrypts all data.

Yes. Your data is stored GDPR-compliant in Switzerland/EU and is not used for AI training. planix only accesses your document if you explicitly request it.

On secure servers in Switzerland/EU.

No. Your data is used exclusively for your projects.

Yes. planix meets the strictest data protection requirements.

Yes. All planix employees are subject to strict confidentiality and data protection obligations and treat your information as strictly confidential.

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

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

Usually within 24 hours on working days.planix is very intuitive to use. If desired, we will personally guide you through onboarding calls.

No, Integrations with other tools are in planning.