Startup Financial
Plan AI
Where Startup Ideas Become Financial Plans
A complete 10-step system to build a professional financial plan for your startup — from first dollar spent to pro forma income statement.
Why Startup Financial Plan AI
Turn Startup Ideas into Numbers Investors Trust
Most founders don't fail because their idea is bad — they fail because they can't prove it on paper. This suite gives you the clarity, discipline, and confidence to turn your vision into a fundable, professional financial plan.
Remove the Guesswork
Replace scattered spreadsheets and gut-feel estimates with a structured, step-by-step model built on real numbers.
Financial Clarity, Fast
Go from startup idea to a complete pro forma financial plan — revenue, costs, funding, and cash flow — without hiring a CFO.
Investor & Lender Ready
Build the kind of disciplined, credible financial plan that investors and lenders trust before they write a check.
Get on the Mailing List - 20% Discount
Get on the mailing list so you can receive the Excel Workbook and PDF Financial Plan as soon as it becomes available sometime in 2027
Sign Up for Launch NotificationGet Early Access as a Beta Tester - 100% Discount
- Free, early access to the financial planning tool.
- A free 3-Year Financial Plan (PDF & Excel) when the paid module is released.
- Direct input into the final version of the software.
The 10-Step Process
Free Module — Launching Spring 2027
Launching in 2027 — 3-Year Plan followed by a 5-Year Plan
Frequently Asked Questions
Everything you need to know before you start.
Getting Started
Software & Features
Pricing & Plans
How the Process Works
Which plan is right for you?
Compare the 3-Year Financial Plan with the 5-Year Growth & Investor Financial Plan.
| Feature | 3-Year Financial Plan | 5-Year Growth & Investor Financial Plan |
|---|---|---|
| Built for | Most startups and small businesses — especially those seeking bank or SBA financing | High-growth startups raising money from investors |
| Availability | At launch | Coming in a follow-up release, after the 3-Year Plan |
| Price | $249, one time · renew for $99 a year if you choose | Announced at release |
| Planning horizon | 3 years, with month-by-month detail for all 36 months | 5 years |
| Reporting | Monthly | Monthly or quarterly — you choose at set-up |
| How revenue is planned | Units × price for each product or service | Two versions: subscription (for example, software sold monthly — customers, price and churn) or non-subscription (for example, medical devices or energy) |
| Funding | Owner and family investment, loans, grants and other income | Adds a cap table: investors, ownership and SAFEs — you choose how each SAFE is recorded |
| Plans per business | Up to 3 | Up to 6 — high-growth startups pivot and test more funding options |
| What you receive | Excel Financial Plan Workbook and PDF Financial Plan | Details announced at release |
| Optional add-ons | — | Planned: R&D / Product Development, Workforce Development, Marketing Program |
The 5-Year Growth & Investor Financial Plan is being designed now. Its features may change before release, and its price will be announced then.