financial-planFinancial Plan

Create 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

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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

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.

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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.

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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.

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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.

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aiAssistanceIconAI Assistance
Elevate your business planning with AI

No more guessing! Get tailored AI tips and intelligent suggestions for refining your products, identifying target customers, managing expenses, and many more. Auto-write, enhance and adjust the tone of your writing.

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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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Coffee ShopCoffee Shop

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Grocery StoreGrocery Store

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E-CommerceE-Commerce

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Tech StartupTech Startup

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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

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capterra

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
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capterra

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

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