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What is PlanMagic Business?

PlanMagic Business provides a comprehensive solution to assist you in crafting your business plan and financial forecasts. The Advanced Edition (AE) includes two investor presentations, a dynamic executive dashboard, cutting-edge analyses and scenarios, along with an engaging guide for web marketing. Additionally, users will benefit from a Microsoft Word template tailored for business plans, a fully automated financial projection tool in MS Excel designed to simulate real-world scenarios, and a PowerPoint presentation template that aids in business planning. The AE version also features a meticulously designed award-winning investor pitch deck. Furthermore, there's an online resource that thoroughly addresses all aspects of business planning and several handy business tools. Noteworthy extra features include user-friendly interfaces with clear explanations, a print wizard that generates pre-formatted financial documents in various standard paper sizes, and financial calculations that accommodate US sales tax, VAT, GST, or similar. The system also supports multiple currencies for broader usability. The combination of these resources makes it an invaluable asset for entrepreneurs looking to solidify their business strategies.

What is BP Builder?

BP Builder is a cutting-edge financial planning tool enhanced by artificial intelligence, which revolutionizes the way businesses approach project discussions by producing a detailed financial forecast. Users provide essential information regarding their products, pricing strategies, expenses, hiring intentions, possible loans, and various operational factors, while the platform engages them with around twenty structured inquiries to develop the forecast in real-time. The resulting business plan includes an income statement, a month-by-month cash flow projection, strategies for managing debt, assessments of working capital requirements, a financing strategy, and predictions for potential cash shortfalls. Each numerical figure in the plan is associated with a transparent assumption that can be easily examined and adjusted, allowing users to test different scenarios without the tedious process of manually reconstructing spreadsheets. Moreover, the tool detects discrepancies and automatically updates the model whenever assumptions change, backed by a financial engine that ensures the balance sheet remains accurate and reliable. This smooth integration of inputs and outputs significantly boosts users' capacity to make well-informed financial decisions promptly and effectively. Furthermore, BP Builder's user-friendly interface empowers entrepreneurs to confidently navigate complex financial landscapes with ease.

Media

Media

Integrations Supported

Microsoft 365

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

$138/one-year/user
The Advanced Edition (AE) is $239.00 and offers an investor pitch, an executive dashboard, state-of-the-art analyses and scenarios as well as an interesting Web marketing guide.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

PlanMagic Corporation

Date Founded

1995

Company Location

United States

Company Website

planmagic.com/business-plan/business-plan.html

Company Facts

Organization Name

Okimia

Date Founded

2019

Company Location

France

Company Website

bp.okimia.com

Categories and Features

Business Plan

Business Plan Templates
Dashboard
Financial Projections
Financial Templates
Pitch Presentation

Sales Forecasting

Competitor Analysis
Dashboard
Performance Metrics

Categories and Features

Business Plan

Not specified

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