BP Builder

BP Builder

Okimia
+
+

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About

BP Builder is an AI-powered financial business plan builder that turns a conversation about a project into a complete financial forecast. Users describe what they sell, at what price, what it costs, who they plan to hire, what they may borrow, and other operating assumptions, while the tool asks around twenty questions in a structured order and builds the forecast in real time. The resulting business plan includes an income statement, month-by-month cash flow plan, debt, working capital requirements, financing plan, and the projected low point of cash. Every figure remains tied to a visible assumption that can be reviewed and changed at any time, making it easier to rerun scenarios instead of rebuilding a spreadsheet manually. It also checks for inconsistencies and recalculates the model whenever assumptions change, with a financial engine designed to ensure the balance sheet remains balanced.

About

Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Finance leaders, accountants, and entrepreneurs in search of a solution to build, update, and test complete financial business plans

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$75 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Okimia
Founded: 2019
France
bp.okimia.com

Company Information

Provisian
provisian.com

Alternatives

No Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
ModelRisk

ModelRisk

Vose Software
@RISK

@RISK

Lumivero

Categories

Business Plan Supported

Categories

Wealth Management Supported

Integrations

Ally Invest Not Supported
Authorize.Net Not Supported
CITI Unify Not Supported
Charles Schwab Not Supported
Chase Business Complete Banking Not Supported
Fidelity Not Supported
Microsoft Excel Supported
Robinhood Not Supported
SoFi Not Supported
Vanguard Not Supported
Wells Fargo Business Checking Not Supported
ecotime Not Supported

Integrations

Ally Invest Supported
Authorize.Net Supported
CITI Unify Supported
Charles Schwab Supported
Chase Business Complete Banking Supported
Fidelity Supported
Microsoft Excel Not Supported
Robinhood Supported
SoFi Supported
Vanguard Supported
Wells Fargo Business Checking Supported
ecotime Supported
Claim BP Builder and update features and information
Claim BP Builder and update features and information
Claim Provisian and update features and information
Claim Provisian and update features and information