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Financial PlanCreate a realistic financial business plan
Use automated financial calculators and AI suggestions to build a financial forecast, and ensure your business is on the path to financial success
Get startedTry for 15 days. No credit card required.
Easy way to make financial projections for your startup
Financial Plan will help you forecast profit and loss, make cash flow projections, and map out the future of your business, even if you don’t have a strong financial background
Just add your assumptions and let us do the hard work
Leave behind the headaches of complex formulas and spreadsheets. IdeaBuddy handles it all – from startup costs and loan payments to payroll expenses and marketing budgets – automatically calculating every detail for you.
Choose the right revenue model for your type of business
Explore five different revenue models for your financial business plan. Select from unit sales, service charges, billable hours, occupancy rates, or subscription model, to define how will you generate revenues.
Build accurate financial projections
Easily create 5-year profit and loss (P&L) projections, as well as cash flow projections. You will be able to see all cash in and cash out on a monthly, quarterly, and yearly basis.
Download detailed financial reports
Export your P&L (income) statement, cash flow statement, and summarize all the financial indicators that banks and investors expect to see.
Do you need assistance with your ideas?
Use customizable templates and industry-based guides
As an addition to the industry guides, editable pre-built templates will help you develop your idea faster 👇
Start your 15-day free trial
You provide the idea, and we will help you take it to the next level
Collaborate with others
Put your heads together by inviting your team and mentors to brainstorm with you. Give them access to view or edit your progress directly in IdeaBuddy.
Export your business plan & financials
You can export your Idea Plan, Financial Plan, or Business plan as a Word document, a PDF, an Excel file, or share a link with your partners and investors.
Work on your ideas while on the go
Work on your ideas from the palm of your hand. If you are in a meeting or at the beach, you are always prepared for that stroke of genius with our mobile-friendly platform.
What our users say?
Your ideas are in good hands
Absolutely fascinating. Financial Projections and Business Planning.
“I honestly think it's wonderful. It allows me to look at my overall numbers in a quick and easy format. Plan my business in every aspect from the customer, the products, to market details It's easy to use. Affordable and allows for extensive financial....”
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Jonathan C.Founder
IdeaBuddy is all the tools I need in one place for my business scope and plan
“I found IdeaBuddy this year and have since been able to make more concrete decisions about my business, propose more confidently to investors, and feel a sense of peace about the direction I'm heading. Wish I had found IdeaBuddy sooner...”
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Emily A.Artist | CEO
A Very Useful Product
“Overall, a wonderful experience with this product. I don't really have any complaints, and have actually recommended IdeaBuddy to a few friends. If you are like me and like compartmentalizing different tasks and having things laid out in an organized, easy to view and navigate manner then this product is great for you...”
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John T.Owner
Ready to start your adventure?
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