Standard Format Financials

The Business Plan Wizard sets up all financial statements for your business in the form preferred by lenders and investors.

The Rationale explains exactly what is required. You can click on any line item to see an explanation of that entry.

All you do is enter the numbers. The financial statements are automatically generated and linked together.

The financial statements are complete. Each statement contains all of the required detail, so there will be no omissions.

The Plan Audit feature automatically tags inconsistencies in your numbers to avoid any surprises when you present your plan.