Alternatives to BizPlanBuilder
Compare BizPlanBuilder alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to BizPlanBuilder in 2024. Compare features, ratings, user reviews, pricing, and more from BizPlanBuilder competitors and alternatives in order to make an informed decision for your business.
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1
Martus
Martus Solutions
Martus Solutions is the trusted budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our robust, easy-to-use tools offer collaborative budgeting and flexible reporting to help you make informed, mission-driven decisions. With features like real-time data access, personnel budgeting, and automated workflows, Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision. Martus offers quick implementation, seamless ERP integration, and an intuitive interface, providing powerful insights into your financial health and enabling your organization to grow while staying mission-focused. Join the hundreds of organizations already benefiting from smarter financial management with Martus. Achieve transparency, accountability, and efficiency- easily and affordably! -
2
Macabacus
Macabacus
The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content. -
3
Planium Pro
Levant Software Technology
Premium Strategic Business Planning Software for professional users and individuals. As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff. Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.Starting Price: $ 10 per user per month -
4
Upmetrics
Upmetrics
Upmetrics is a business plan software that helps eradicate confusion and bring clarity to an entrepreneur, small businesses, and startups. The software provides step-by-step guidance for creating a business plan. Also, various free business plan template & resources available at Upmetrics helps an entrepreneur & a business owner gain deep and valuable insights on how one can make their business plan more perfect. With financial forecasting tool, making high-quality & accurate financial projections is now easier than ever. One can also make use of pitch deck creator and create a high-quality investable pitch deck. With Upmetrics, now pitch to investors with confidence! 100k+ entrepreneurs have used Upmetrics till now and have built 40k+ business plans. Upmetrics is available worldwide. Upmetrics is also used by incubators and universities worldwide to impart entrepreneurial excellence & create high-quality business models and plans.Starting Price: $12/month -
5
FinModelsLab
FinModelsLab
FinModelsLab provides a wide range of industry-specific financial model templates in Excel, as well as Excel dashboards, business plan templates, and pitch deck templates. Creating a business plan with detailed financial projections, a pitch deck presentation, or an Excel dashboard can be time-consuming. That's why we've developed a web repository with over 1500 business templates for different use cases. We've spent over 10,000 hours creating industry-specific financial forecasting model templates in Excel, which offer well-structured and best-practice financial modeling know-how to users such as C-level executives, entrepreneurs, investors, startup founders, and others looking for assistance in creating financial projection templates. -
6
Poindexter
Poindexter
Poindexter is designed for users of all backgrounds. No expertise in finance or accounting required. Get instant feedback on the financial impact of your business decisions. Remove complicated, error-prone spreadsheets from your budgeting & forecasting process. Setting up your account, and making updates is a process that happens in minutes. We're here to answer questions and make sure you're getting the most out of Poindexter. Plan your activities, and Poindexter generates a financial model worth thousands of dollars in minutes. Automatically produce all of the financial information you need to make decisions that help you manage cash flow intelligently. Your customer dashboard updates each month with acquisition goals that convert your forecasts into daily tasks, which keeps you focused on the activities driving revenue.Starting Price: $9.99 per user per month -
7
LivePlan
Palo Alto Software
LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.Starting Price: $20/month -
8
PlanMagic Business
PlanMagic Corporation
PlanMagic Business provides you with a full package to complete your business plan and project your financials. The Advanced Edition (AE) offers offers 2 investor pitches, executive dashboard, state-of-the-art analyses and scenarios as well as an interesting Web marketing guide. •A well written business plan template (MS Word) •Fully automated close-to-reality financial projection application (MS Excel) •A PowerPoint presentation template for your business plan •An award-winning PowerPoint investor pitch deck beautifully prepared (AE only) •An online complete business (plan) guide that covers all related subjects •Several small but handy business tools Special features •Easy to use - Use of simple and understandable terms, clearly outlined. •Print wizard - Business financial printouts are pre-formatted in Letter, Legal or A4 paper size. •Sales tax - Financials handle US sales tax, VAT, GST or similar calculations. •Multiple currencyStarting Price: $138/one-year/user -
9
Fluxo
Fluxo
Fluxo is the future of finance. Automated financial planning integrated with your business data. Financial planning with spreadsheets is a headache at best while existing alternatives are too rigid and slow. With Fluxo, you get an incredibly flexible modeling interface, integrated with your data and reports that are quick and easy to set up. Fluxo enables your team to move fast, saving time on manual tasks and enhancing collaboration. Sync your plans with your financial and operational data. Use our friendly model builder to build your financial plans. Keep your entire company on the same page with real-time collaboration and shared reports. Work as a team without having to send files back and forth. Customize beautiful reports and share them with your team, board, or investors. One financial plan can contain unlimited scenarios with different future assumptions. Start from an existing scenario and change only the assumptions you want.Starting Price: $125 per month -
10
getLaunched
Quergründer
You get the complete overview of all numbers. You can see the strengths and weaknesses of your business idea at a glance. You will convince investors with a complete business model and business plan. Emil faces the same challenge as many out there and wants to start a business. To understand his business model, he wants to make a business plan. With these simple steps, Emil can organize & structure his business idea. Founders like Emil know where their concept works well, where risks are hidden and what can be optimized. In the financial plan, he calculates his capital requirements. With the well-prepared financial plan, he goes to the bank and gets his loan approval. Emil is happy. And saved a lot of time. He is sure now that he has observed everything. He has graphed everything at a glance and can tweak the set screws where he sees weaknesses to enforce his idea.Starting Price: $24.99 per month -
11
Bplans
Palo Alto Software
Bplans contains the largest single online collection of free sample business plans. In addition, it has helpful tools and guides to help you manage your business better. Bplans includes practical advice on planning, interactive tools and calculators, and publishes daily advice that will help you grow your business. Bplans is owned and operated by Palo Alto Software, Inc. as a free resource to help entrepreneurs build better businesses. Palo Alto Software develops, publishes, and markets award-winning software to help entrepreneurs write business plans, pitch for funding, and track their progress towards their goals. You can learn more about the Palo Alto Software team at PaloAlto. This simple, modern, investor-approved business plan template is designed to make planning easy. It’s a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. -
12
LaunchPlan
LaunchPlan
Business Plans. Simplified. The most intuitive and affordable way to create a successful business plan. Simple business planning and automated financial forecasting. From writing your plan to forecasting financial results, it’s all in LaunchPlan’s smart and simple business plan software. Step-by-step instructions organize your ideas and automated projections are displayed in modern charts and graphs for investors. Where your ideas meet action. Share your ideas and invite others to collaborate. With LaunchPlan, unlimited team members can view, edit, and contribute without additional subscription fees. Our web-based business plan creator is accessible across devices and operating systems, whether you’re on a Mac or PC, or running macOS, Windows, Linux, iOS, or Android. Stress-free business plans. Write a detailed business plan online with step-by-step instructions. Built for small businesses, entrepreneurs, and startups, LaunchPlan offers full definitions, examples, and tutorials.Starting Price: $7.50 per month -
13
PlanMagic Warehousing
PlanMagic Corporation
Our warehousing software includes a professional business plan for warehousing in a word processor format. It is intended for any type of warehousing with close-to reality logistics, warehousing financial projections. The financial model can be used to start any type of logistics, transport or warehousing business, or to analyze and improve the financial position of an existing warehousing company. No, this is not a "How to write a warehousing business plan" or "How to successfully start a warehousing" blog. PlanMagic Warehousing is the real thing that none of those storytellers can actually offer you. We can, so do read on and learn about the program you need to actually do it. And do it right! And you can get it all here, right now and get your warehousing business started or improved!Starting Price: $149.00/year -
14
Blox
Blox
Blox is an AI-powered solution which helps business leaders with financial modelling and planning, without the need for spreadsheets. With our marketplace of pre-built blocks, we've taken away the complexity of building a bespoke model and sped up the planning process massively. Simply select the blocks which are relevant to your business and combine them into models to build out your plans! Our models cover everything you need to gain visibility into and confidence in the reality of your business, including SaaS Financial modelling, Subscription Revenue modelling, Services planning, and Marketing planning. Blox was founded in Brighton, UK in 2022, and is led a team with experience at the likes of Anaplan and Metapraxis. Better, faster decisions, without spreadsheets!Starting Price: £10 p/user p/month -
15
Forecastr
Forecastr
Be prepared to impress investors & grow faster. Stop guessing, and impress investors with data-driven numbers. Work with experts to build a powerful revenue forecast you can trust. Work with our team of startup finance experts to build a unique financial model that makes sense to you, so you can look great in front of investors and have confidence in your plans. An online financial model, powered by your data to be automated & smart. Use our intuitive UI to build a defensible budget in minutes without writing a single formula. Use our assumptions feature and our simple UI to make changes on the fly. Sync your accounting system like Quickbooks or Xero to pull in your actual expenses and keep your budget dialed in. With the click of a few buttons, you can link your financial model with your accounting system to keep it up-to-date automatically and better predict the future. Pull in your sales pipeline for better short-term predictions. -
16
Exquance
Exquance Software
We increase efficiency and bring full transparency to real estate portfolio management and valuation. ModelTree is the ultimate all-in-one financial modeling and reporting platform for property investment management and valuation. Financial modeling with built-in or custom cash flow models, exportable to Excel with calculation formulas. Acquisition analysis, performance tracking and numerical business plan analysis, to lock optimal investment decisions. Real estate valuation with digitalized assets and reporting to your clients via online web reporting portal. Crunching your own as well as third-party property and market data, to help you in valuation and investment decisions. We increase efficiency and bring full transparency to real estate portfolio management and valuation. ModelTree is the ultimate all-in-one financial modelling and reporting platform for property investment management and valuation.Starting Price: $99 per month -
17
Causal
Causal
Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.Starting Price: $50 per user per month -
18
RMI Insights
RMI Insights
Upload or connect your historical financial data under one roof to power financial projections and pro forma calculations instantly. Machine Learning-based approach using algorithms to triangulate and refine key forecasting assumptions with users having ability to visually adjust these drivers. Create customized reports and dashboards that synthesize easy-to-understand analyses including operational metrics, financial trends, and other KPIs. RMI Insights is a financial modeling automation platform powered by machine learning and on the cloud that helps accounting firms and small businesses better plan for their financial futures without the need for outdated, error-prone spreadsheets. RMI Insights is a source-agnostic platform where you can upload or connect historical financials in any format (Excel, PDF, CSV etc.) as well as directly from accounting systems. RMI Insights extracts this historical data and structures it in a standardized format. -
19
Runway
Runway
Gone are the days of copy and pasting actuals from 12 different places every month. Runway connects with your accounting, HRIS, data warehouse tools, and more to automatically keep your forecasts up to date with new actuals. Write formulas that humans can read. Scenario comparison is native in Runway—no more duplicating sheets and tabs. Compare different plans and outcomes to decide the best strategies to hit your ambitious goals. With Runway Copilot, you can create any scenario in seconds. Type a prompt and watch Runway generate effective plans based on your model and live data from your connected business apps. With human-readable formulas and over a hundred integrations, modeling key financial metrics is easier and more accurate than ever before. -
20
Quantrix Modeler
Quantrix
Quantrix Modeler, our cutting-edge business and financial modeling application, addresses the limitations and risks inherent in traditional spreadsheets. Quantrix Modeler provides the most robust and flexible modeling environment for professionals who need to intuitively model financial and operational scenarios, using our proprietary super-fast multi-dimensional calculation engine. Over 50,000 users in thousands of companies have made the switch to Quantrix, the only platform that provides the flexibility necessary for powerful integrated modeling and analysis across all industries, including Corporate Finance, Real Estate & Investment, Energy, Agriculture and specialized Finance. Quantrix Modeler and its calculation engine is the foundation for our multi-dimensional modeling platform. -
21
Invest for Excel
DataPartner Software
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.Starting Price: $384.00/year/user -
22
Daloopa
Daloopa
We won’t argue about whether modeling is a science or an art, but we know it matters that you use the best data to start with. Daloopa extracts and organizes data from millions of financial reports, investor presentations, and supplemental data files to jump start your process. Whether you use our data sheets, your own models, or someone else’s, take a load off of your plate with Daloopa’s one-click updating to fill in any and all missing quarters in your existing formatting as hard-coded numbers. It’s hard enough maintaining just your portfolio companies during earnings season, much less tracking the entire industry. With Daloopa's KPI builder, step back and get an easy bird’s eye view with automatic updates each quarter. Daloopa's offering of the deepest set of historical data available allows you to bring your A-game to an increasingly efficient market. Determine your hypothesis before the tides turn. -
23
Finicast
Finicast
Cost centers can directly input their numbers into a centralized platform. Align everyone on your actuals versus forecasts and collect explanations on variances directly into your analysis. Whether from last year or zero-based, get everyone on the same page by defining clear and accurate revenue targets. Model and forecast your financial statements inside of Finicast. Forecast revenue based on historical trends and a complete set of applicable business dimensions. Analyze sales performance by segment, product, and vertical to better forecast future bookings and needs. Import your historical data and add algorithms to create a consistent scoring and segmentation analysis. Maximize coverage and set quotas that are connected to your sales forecast. Incentivize sales activity by building plans optimized for teams, regions, and products. Forecast pipeline activity based on historical trends, current channels, budgets, and other applicable business dimensions. -
24
FlowCog
FlowCog
Be confident in your growth trajectory. Battle-tested with investors. Our software predicts your cash runway and growth trajectory. Get clarity for strategic decision-making and raise money with confidence. Let key business metrics, not arbitrary markups, drive your forecast and business strategy. A SaaS finance expert is there if you need them. Have an existing model? We'll port it over. No need to build logic from scratch. Enter inputs and get trusted results, KPIs, and charts. Our tool is specifically designed for SaaS, with pre-built logic and smart default inputs tailored to your company size. If you're not a SaaS company, we aren't for you. First, you'll answer a quick 10-question onboarding form. Then, FlowCog auto-generates your model. Now you're ready to start fine-tuning the model and seeing results. The nerdy finance sidekick that crunches the numbers for you (with AI) FlowCog uses your onboarding responses to predict appropriate default inputs (that you can change).Starting Price: $39 per month -
25
FD4Cast
FD4Cast
Consultative expertise combined with a first-class Excel tool that lets you really get hold of financials. For both startups and established businesses, and anyone else in between, it’s a winning mix of knowledge and technology. Bespoke financial modelling that meets your specific requirements for forecasting. Get better forecasts and improved accuracy in predicting your position. Produce the exact format that you require for your reports. Provide financial clarity with polished and professionally presented forecasts. Demonstrate your financial credentials by presenting your forecasting in precisely the right way that banks and other sources of investment capital want to see it. Get polished and professional reports with a wizard approach to printing that generates quality reports with ease and avoids the stress of formatting spreadsheets for print. Trust in our expertise and technology to provide a solid process and sound numbers that lets you make the right impact. -
26
KPI Sense
KPI Sense
Tailored financial models, sophisticated KPI dashboards, and actionable insights from our experts help you improve retention, raise capital, and exceed targets. All backed with the experience and expertise of our team. Ready for you to utilize or share with your board or VC team. Hiring a full-time head can be costly. With us, you’ll receive the benefits of years of SaaS-specific finance expertise for a fraction of the cost. We live and breathe SaaS finance day in and day out. Consider us the newest member of your team. The SaaS business model is different from the traditional. Your finance systems should be, too. Take the guesswork out of how, where, and when to use your data. We have SaaS-specific systems in place for your metrics, so you can create accurate business decisions with our team, backed by expertise. Whether you’re strapped for resources or simply don’t have time to be strategic, we’ll work to meet the needs of your specific business. -
27
PlanSnack
PlanSnack
PlanSnack is the easiest way to create a working business plan for your startup or small business. With our industry-proven business plan templates and easy-to-customize examples you'll create a professional one-page business plan in minutes rather than days or hours. PlanSnack is also 100% free in every sense of the word, so you can create, share, and download your business plan at no cost.Starting Price: Free -
28
The Business Plan Shop
The Business Plan Shop
On-line business plan software for entrepreneurs. Our tool makes it easy to create an investor ready business plan. With our business plan software: You can easily create a financial forecast over 3 or 5 years. We guide you step by step with clear instructions and examples. You can export your document in MS Word or PDF format. You get an investor ready business plan. Use our business plan software to assess the profitability of your project. Easily create your financial forecast. Our business plan software enables you to easily create a financial forecast in order to assess the profitability of your project and the amount of capital required: No knowledge of accounting required. Answer simple questions and let our business plan software crunch the numbers for you. Get a complete set of financial statements over 3 or 5 years Communicate your numbers easily with our set of pre-built charts and tables -
29
Business Plan Pro
Palo Alto Software
The exclusive Sample Plan Browser lets you quickly find the plan that meets your needs. Then you can write up the plan in your own words (step–by–step guidance makes it a snap!). Or, you can simply edit the text found in any of the real working sample plans. Every single plan can be opened and edited in Business Plan Pro to give you the jump–start you need. Just plug in your numbers and the calculations are done for you. Now you have instant access to business planning calculations and an explanation of every financial term. Only Business Plan Pro offers powerful, integrated financial and spreadsheet support. Create the best possible plan for your business by completing Tim Berry's video course on business planning, included in Business Plan Pro. Originally created for the Small Business Administration (SBA), the course breaks planning into manageable pieces and helps you understand the principles behind the process. -
30
Bizplanr
Bizplanr
Bizplanr is an AI-driven web app designed to streamline the creation of professional business plans. It offers user-friendly interfaces and industry-specific templates, guiding users through each step with AI-powered content generation. Users can customize plans and collaborate in real-time. Additionally, it provides access to a library of resources, including templates and industry insights, making it an invaluable tool for entrepreneurs, startups, and small businesses aiming to craft compelling business plans efficiently.Starting Price: 0 -
31
Assiduity
Assiduity
Transform your product planning with Assiduity - your comprehensive solution for business planning. Our platform combines precision market research, realistic financial modeling, and dynamic business plan templates to make your products more desirable, viable, and feasible. Define product requirements efficiently and make data-driven decisions with confidence. Whether you're a startup or an established business, Assiduity scales to your needs, providing an intuitive, user-friendly experience. Plus, enjoy expert consulting and product development services every step of the way. Maximize your returns and minimize risks with Assiduity. Experience a new standard in business planning today.Starting Price: $29.99 per month -
32
Business Plan Quick Builder
Perren Consulting Ltd
The automated business plan generator. Over 400 templates for businesses from accupunturist to yoga teacher. Fill out the easy template and our unique algorithm will create a full professional plan in seconds with full financial projections. Full web version works on virtually any system: iphone, Android, Mac, Linux, Windows. Lite version available exclusively for Android.Starting Price: Free -
33
Venturekit
Venturekit
Create a winning business plan in minutes with the number one business plan generator. Just answer a couple of questions about your business and we will generate a complete business plan for you. Get a high-level overview of your business and possible business models. A complete list of products and services that you can offer your clients. Everything you need to know about your target audience and potential customers. A list of marketing ideas and sales strategies to help you grow your business. A list of tasks and operational processes to help you manage your business efficiently. Financial projections, financing requirements, and more. Everything is adapted to your business. Just answer a few questions about your business, and we will generate a complete business plan for you. Our AI technology has read most of the Internet. Use that knowledge to make better business decisions. Your business plan sets a clear path forward for your business, so you know what's next.Starting Price: $16 per month -
34
startnew.app
startnew.app
Generate a marketing strategy with simple click using AI. Get insights into target segments, value proposition and product positioning. Create user personas. Build business plan from our FREE template or save time and generate using AI. Our template is great fit for most lenders and investors and is SBA formatted. Get funding approved faster. Adjust anytime with AI to make sections sound moer professional. Generate a free niche idea powered by industry insights. Our business idea generator will suggest few options to monetize and market your product to your customers.Starting Price: $4.99 -
35
XERAS
RPMGlobal
For nearly 30 years, XERAS has been the financial modelling tool of choice for the cost-focused mining company. XERAS provides a rigorous yet flexible strategic modelling environment designed specifically for the mining industry. XERAS complements your financial planning process by applying control, consistency and transparency and allows for effective corporate governance. -
36
Datarails
Datarails
Datarails is a financial planning and analysis platform that automates financial reporting and planning, while enabling finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel. Automating these time-consuming manual processes paves the way for finance teams to spend more time analyzing data and less time gathering it. And it empowers them to answer essential strategic questions like what their organization can do to increase revenue and reduce expenses. -
37
Farseer
Farseer
Build models, orchestrate planning & compare with actuals in stunning dashboards. Powerful financial modeling, planning, and analytics software fit for any industry. Easier to use than any other specialized or spreadsheet solution. Replace tons of spreadsheets with a centralized financial model. Centralized model, inherent timeline, faster and cleaner natural language formulas specialized for financial modeling, built-in shortcuts. Easily create the most important financial statements, and see them automatically updated directly in your Dashboard. Have newly entered figures integrated with your model instantly after someone makes an entry. Automatically sync ERP data via Farseer API and instantly get the latest data in your model. Book a demo today, and we will show you how Farseer can level up your finance game. Every new input in Farseer instantly updates the model for every user.Starting Price: $20 per month -
38
Finmark
BILL
Save time with data automation, and analyze your business holistically. Turn insights into decisions and forecast with confidence. Hundreds of businesses rely on Finmark, from BILL to make better financial decisions, faster. Finmark saves hours on data entry and makes financial planning a breeze! Finmark can give you the strategic insights you need to make the best decisions for growth! Say goodbye to version control nightmares and chasing down data from various teams. Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information. Finmark integrates with your entire stack to magically reconcile your actuals without any manual entry. Integrations include accounting software like Quickbooks & Xero, payment processors like Stripe, and payroll like Gusto & ADP.Starting Price: $50 per month -
39
Jirav
Jirav
Financial planning and analysis in the cloud. Know the state of your business finances in real-time to make better decisions fast. Jirav connects your financial and operational data to let you easily explore historical operations and accurately forecast your bookings, revenues, workforce, expenses and cash flows. Gain insight and have more time for decisions. Instantly see plan vs. actuals, rolling forecasts and downstream effects to spot opportunities across your teams, departments, and business. Visualize and share data to understand your business. Generate beautiful, interactive reports and send the right information to the right people straight from Jirav. See the future to make better decisions now. Best practice templates enable you to create accurate budgets and forecasts across all aspects of your business. Connect the data that impacts your business. See real-time accounting, headcount, and sales data for complete visibility.Starting Price: $99 per month -
40
CREmodel
CREmodel
CREmodel analyzes multifamily/apartments, shopping centers, industrial, office, and mixed-use projects. This is a highly flexible Excel-based real estate financial model constructed in an intuitive modular fashion. An easy-to-use but powerful real estate financial model for commercial real estate investments. A comprehensive Excel-based proforma template is all set up, just input the numbers. Real estate investment model that works for all types of commercial real estate projects. Neat and orderly spreadsheets that are understandable to the bank and investors alike. Real estate modeling software you can count on, no more math errors. Since it's an Excel spreadsheet template, you have maximum flexibility. This is a highly flexible Excel-based real estate financial model constructed in an intuitive modular fashion for ease of input and calculates return on investment (ROI), internal rate of return (IRR), and net present value (NPV).Starting Price: $89 one-time payment -
41
ClearFactr
ClearFactr
Spreadsheet software that drives better business decisions. Enhance your existing financial modeling process. Accelerate data integration via powerful APIs. Efficiently collaborate with teams of any size. -
42
AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
43
Delfos
SmartWay
Delfos is a financial modeling solution for startups and medium-sized companies. With Delfos you can automatically forecast the finances of your business and anticipate potential cash shortages and funding requirements months ahead. Some of the features that set our solution apart are: No expertise in finance or accounting is required. No extensive documentation to read. No complex user interfaces to learn. Clear and accurate results. As a financial modeling tool, Delfos has the following features included: Accounting based Unlimited # of models 36-month detail Sales and revenue forecasting Direct Cost forecasting Personnel forecasting Expenses forecasting Fixed assets Financing and investment -
44
Sturppy
Sturppy
Use our proven templates to build a model fast, without any prior experience or expertise in finance. Share a live link with potential investors or export the entire model to a formatted spreadsheet with a single click. Add dynamic hiring rules and forecast how your team will grow over time. Setup and automatically calculate custom KPIs specific to your business. Shareable branded live links of your model - capture feedback & analytics. Automatically see what your business is worth using standard DCF methodology. Invite your teammates or mentors to work on the model with you. We built Sturppy with the goal of being a tool for any founder, regardless of industry, niche, skill level, monetization strategy, funding, etc.Starting Price: $79 one-time payment -
45
Clockwork
Clockwork
The Clockwork Score automatically grades your financial performance and shows you what to improve. Machine learning takes the data from your P&L, balance sheet, and cash flow to give you real-time weekly and monthly cash flow forecasts. Easily build your own custom metrics using your financial and nonfinancial data to get a complete picture of your business. Seamlessly and securely integrate with QuickBooks Online or Xero to instantly build financial models and forecasts. A bank account is not a cash flow forecast. Know your financial commitments will be met and proactively get ahead of the demands of your growing business. Avoid costly mistakes and manage your finances with fewer surprises. Know precisely when cash is coming and going and what your funds will be at different points in the future.Starting Price: $159 per month -
46
Dryrun
Dryrun
Instant intelligence with epic control. Let Dryrun forecast your cash flow & sales so you can model 'what ifs' in your business & make the right moves. Dryrun transforms your business direction with up-to-the-minute dynamic forecasts, automating cash flow and sales projections while giving you complete control over your data. Powerful, unlimited scenario modeling allows you to explore different strategies before acting. From cash flow management to multi-entity consolidation and currency conversion, Dryrun's clear, engaging visuals turn complicated financial data into easy-to-understand insights, fostering team collaboration and direction. Every minute in Dryrun saves you an hour in a spreadsheet and delivers real-time forecasting, complete control, and crystal-clear visuals to guide your business into the future.Starting Price: $99 per month -
47
ESM+Strategy
ESM Software Group
Eliminate the use of complex spreadsheets and slide deck creation in strategic planning with ESM+Strategy. ESM+Strategy is an all-in-one business strategy software that empowers companies to improve their strategic planning with balanced scorecards, integrated KPIs, custom reports, and strategy maps. The platform features simple navigation and interface and comes loaded with powerful analytics.Starting Price: $880.00/month -
48
Free-Plan
PlanWare
Free-Plan is ideal for new and established businesses seeking to expand, raise finance etc. which need to produce a comprehensive business plan for internal/external use. While Free-Plan is not specifically aimed at very small businesses (e.g. annual sales under, say, $250,000), it contains many ideas and issues which could be adopted to produce a shorter, simpler plan as explained in the Guide. Free-Plan is freeware. Once downloaded, you are completely free to edit Free-Plan to produce your own business plan. The only significant restriction is that you are not entitled to distribute Free-Plan as a template to third-parties - you should refer these parties to this page to get their own copies of Free-Plan. Biz-Plan and Free-Plan are, in theory, identical packages with different names. In practice, different releases of Biz-Plan are scattered around the Internet and these may not be as up-to-date as Free-Plan.Starting Price: $129.95 -
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IdeaBuddy
Deep Blue Sea Studio
IdeaBuddy is an innovative business planning and modeling software that helps aspiring entrepreneurs and startup owners to create a business concept, develop and validate their business idea, and make a business plan. Get a step-by guide and see the relevant examples from your industry. Simple, easy, and fun to use!Starting Price: $9 per month -
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iPlanner.NET
NetEkspert
iPlanner.NET is a business plan software and financial planning tool which helps entrepreneurs to perceive better the functioning of his/her business. Our cloud-based application enables a small business manager to prepare rolling budgets, forecasts or a complete business plan. iPlanner.NET is an online business plan software which helps a decision-maker to foresee and play through what-if situations. iPlanner automatically generates solutions to expected economic performance, business value and financial results. The quality of decisions will improve, as the expected situations can be played through in the cloud. iPlanner.NET shows what the cash flows, profitability and financial position of the company will be like in the future. It will be easy to determine additional financing needs, select timing for capital expenditures and plan the payment of dividends. The entrepreneur will learn about the business value of his or her company.Starting Price: $299 per year