financial-planFinancial Plan

Create a realistic financial forecast

Show investors how you will get income and spend money, and find out if your business is on the right financial trajectory

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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

Accurate financial projections

Make 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.

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Detailed financial reports

Create a P&L (income) statement, and cash flow statement, and summarize all the financial indicators that banks and investors expect to see.

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Revenue models for your type of business

Choose the right revenue model for your business and describe how you will make money.

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Automated financial calculators

Startup costs, loan payments, payroll expenses, marketing budget, and all other costs will be automatically calculated for you .

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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 👇

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Grocery StoreGrocery Store

Use this template
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Tech StartupTech Startup

Use this template

Start your 15-day free trial

You provide the idea, and we will help you take it to the next level

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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.

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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.

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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

stars
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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.
Jonathan C.Founder
stars
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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.
Emily A.Artist | CEO
stars
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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.
John T.Owner

Ready to start your adventure?

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