Build your finance business
on a solid plan.
Test the idea. Market analysis. Business plan. Incorporation. Find investors.All in one place.
No sign-up & no credit card required
Who is this industry for?
Financial advisory
Advise and broker independently
Insurance & broker
Your own brokerage or agency
Fintech & platform
Build a digital finance product
Fiduciary & accounting
Support SMEs with numbers and taxes
Why do so many finance ventures fail?
No permit and compliance means no legal operation.
- Deciding on gut feeling
- Investing blindly
- No structure
- Check market potential
- Analyse competitors
- Validate target group
- Test demand
- Develop pricing strategy
- Create a business plan
From idea to company
Validate the idea
Analyse the market potential of your idea.
Output- Opportunity score
- Competitor analysis
- Target group profile
Test the market
Validate demand before you invest.
Output- Customer feedback
- Risk assessment
- Willingness to pay
Plan & found securely
Found securely and structured.
Output- Legal structure recommendation
- Brand protection
- Contracts & checklists
Win customers
Build go-to-market and first sales.
Output- Go-to-market plan
- Channel strategy
- First-customers playbook
Why not just ChatGPT?
ChatGPT gives answers. planix gives decisions.
- Piecing it together yourself takes weeks
- Answers from the AI’s memory
- The financial plan doesn’t match the text
- You’re on your own
- Done in hours, not weeks
- Live data from over 250 databases
- Numbers and text build on each other
- Expert feedback on request
Industry expertise
Over 20 years of experience built into every analysis.
Market data
Current market and competitor data flow in directly.
Decision logic
Clear next steps instead of isolated answers.
Backed by leading start-up experts and partners
Frequently asked
You can use planix for free up to incorporation. Premium modules for the growth phase start at / month.
Start where you are right now.
From idea to customers, business plan, financial plan and incorporation – all in one place.
Validate the idea
Score · Market · Audience
Test the market
Feedback · Demand · Risks
Plan & found securely
Legal structure · Contracts · Protection
Win customers
Go-to-market · Investors · Growth
Free · No sign-up · UK GDPR-compliant