Solutions

Four modules for your start-up clients

Business plan and financial plan at the centre. Test the idea before, company set-up and funding after.

Free

Test your idea

Concept test with a simulated target group.

Delivered
Test report with key figures (PDF, web)
Your effort
About an hour of input
Documents
concept test
freeper client, one-offStart for free
Calculated financial plan

Business & financial planning Pro

The bank-ready plan with a calculated financial plan.

Delivered
Business plan in 16 chapters (Word, PDF, web) · financial plan in eight sheets (Excel)
Your effort
Input over several sessions, then review
Documents
Business and financial plan · Financial plan (Excel attachment)
£39per client, one-offStart now
Free

Start a business

Legal form, registrations, tax, National Insurance.

Delivered
Founding plan with deadlines (PDF, web)
Your effort
About an hour of input
Documents
founding plan
freeper client, one-offStart for free
Profile per programme

Find funding

Matching schemes with conditions and source.

Delivered
Funding report (PDF, web)
Your effort
About an hour of input
Documents
funding programs
£75per client, one-offStart now

Why accountants and bookkeepers use planix

A start-up engagement today – and with planix.

Until now

  • Business plan from a template: two to three days of writing per client
  • Financial plan by hand in Excel – every changed assumption costs hours
  • Gathering industry figures and citing sources
  • Work the client does not want to pay for

With planix

  • Enter the figures, plan within hours – under your name
  • Financial plan calculated, eight sheets, assumptions adjustable at any time
  • Official industry figures with source directly in the plan
  • Fixed price per client – your fee for review and advice

Typical occasions

Bank loan

The bank asks for a plan with financial forecasts – also when it uses the Growth Guarantee Scheme.

Start Up Loan

Business plan and cash flow forecast for the application – the client adds the personal survival budget.

New start-up client

Legal form, HMRC and Companies House registration and first planning from one source.

Business acquisition

Business plan for the acquisition finance at the bank.

Get started

Start the first business plan today

Register for free, create a project, answer the questions. The plan is ready within hours – under your name.

Register for free, create a project, begin. No credit card.