Example

A financial plan, fully worked.

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

The way planix outputs it.

planix_Business-and-financial-plan_Sophie-Clarke_2026-10-14.pdf

The document for your bank, Start Up Loans or another lender – 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
Sophie Clarke
Company
Crumb & Kettle Bakery Ltd
As of
14.10.2026
Project
Bakery café with its own bakehouse
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, equipment and your own money. planix uses them to calculate the financial plan.

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

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

The plan is structured the way your bank and Start Up Loans expect it – business plan, cash flow forecast and personal survival budget, with scenarios and a list of documents. Whether a loan is granted is up to the lender; 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 £39 one-time. No subscription.

Yes. planix calculates start-up costs, cash flow 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

NVIDIA Inception Program
REP27 – EU & UK GDPR Representative
collumino.com
STARTUPS

Your figures. Your plan.
Start now.

Start-up costs, cash flow and affordability – without Excel.

Create financial plan Business & Finanzplanung Pro · £39 one-time · no subscription