Financial planFinancial plan

Create financial plan

Pricing

One module. Paid once.

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 bank loan or a Start Up Loan – or wanting to know whether the money is enough.

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

Start-up costs and sources of fundsall items against your own money and loans – any shortfall as a separate line
Funding and securityloans with interest and repayments, security, funding gap
Profit and loss forecast over 5 yearssales from your offers, costs from your details
Cash flow forecast month by month24 months individually, then per year – the lowest point determines the reserve
Forecast balance sheetfive years, with an opening balance sheet when you buy a business
Affordability with traffic lightsloan repayments, borrowing, equity, personal survival budget
Three scenariosbase, cautious, optimistic – with break-even sales
Finance board for checkingsee and change every figure; benchmarks only as a suggestion
Document list per lenderwhat you bring for your bank, Start Up Loans or another lender

Business and financial plan
Financial plan (Excel attachment)

£39one-time

Incl. VAT · no subscription

Plan bank-ready

Price per company.

Trust & privacy

Your figures. Secure.

Stored in Europe

On Azure servers in Europe, compliant with the UK 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 £39 and is paid once.

What do I get for the price?

Your business plan and financial forecast 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

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