Available in two powerful editions

Premier Features:

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  Import from Microsoft Excel

  If you already have financial data in Microsoft Excel, you can easily import it and link it to your forecast. You can name, format, and include these tables as part of your plan.

   
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  Visual Cash Planning

  With the dynamic Cash Pilot, you get a cash flow chart that presents a visual look at how accounts payable, accounts receivable, and inventory will affect your cash flow.

   
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  Quarterly and 24-month Data

  Most business plans have 12 months of projections, followed by several years of annual projections. But if you need 24 months of detailed numbers, Premier is for you.

   
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  Business Valuation Tools

  Investors want to know what your business, and their investment, is going to be worth. Impress even the most sophisticated investors with investment analysis.

   
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  Plan vs. Actual

  Stay on top of real world results for timely course correction. Track your actual numbers and quickly analyze where your real results vary from your original plan.

   
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  Custom Templates

  Create a custom business plan outline, add your own financial tables and standardized text, and then save the result as a new business plan template. Ideal for franchises!

   
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  Business Management

  Compare your real-world results to your business plan and make well-informed decisions on how to correct course and maximize your opportunities. Use your plan to guide your business.