How it works

Your details.
Your financial plan.

You answer questions, planix calculates in pounds sterling – you check and approve.

Answer, check, approve.

Create financial plan
Process

In three steps.

  1. Answer questions

    Offers with prices, staff, costs, equipment and your own money.

    Offer, costs, own money.

  2. planix calculates

    Start-up costs, cash flow and affordability over five years – only from your details.

    Five years, from your details.

  3. Check and approve

    In the finance board you check and change every figure. Then planix writes the plan.

    Check every figure, then approve.

Result

One plan. One Excel file.

The plan explains the figures. The Excel file lets the lender recalculate every figure.

Business & financial planning Pro£39

Business plan with financial forecast

Web · PDF · Word

16 chapters in the order that your bank and Start Up Loans expect.

  1. 1Executive summary
  2. 2Start-up costs
  3. 3Funding and security
  4. 4Profit and loss forecast
  5. 5Cash flow forecast
  6. 6Forecast balance sheet
  7. 7Affordability and personal survival budget
  8. 8Risks and scenarios
Plan bank-ready
Business & financial planning Pro

Financial plan

Excel · 8 sheets

All the tables of the plan – from the overview to affordability.

  1. 1Overview
  2. 2Assumptions
  3. 3Start-up costs
  4. 4Funding
  5. 5Profit and loss
  6. 6Cash flow
  7. 7Balance sheet
  8. 8Affordability
Afterwards

Seamlessly onward in the founder journey.

All details stay in your account. Founding and growth build on them.

Everything stays in your account.

  1. IdeaFind your business idea · Develop the idea
  2. ValidationTest the idea · Test the market
  3. PlanningBusiness concept, business plan, funding
  4. FoundingSet up and protect your company
  5. GrowthGo-to-market · investors · scaling

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