FINANCIAL PLANNING SOFTWARE THAT CONTINUES TO RAISE
THE STANDARDS
NO ONE HAS MADE IT EASIER FOR YOU TO MAKE FINANCIAL PROJECTIONS USING ACTUAL OR HYPOTHETICAL DATA. EASILY COMPLETE A FINANCIAL PLANNING FOR 5 YEARS AND USE IT TO MONITOR YOUR BUSINESS
"The software is great. Well done!"
"I find your program extremely useful and intelligent."
"It's certainly the best management consultant solution I have found!"
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Minimum requirements
A personal computer with
MS Windows
XP/Vista
and MS Office
2002(XP)/2003/2007
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 PLAN
AND MONITOR YOUR BUSINESS BETTER
WITH CLOSE-TO-REALITY FINANCIAL PLANNING
PlanMagic Finance Pro is a financial diagnostic and planning tool that begins where your traditional financial accounting reports stop.
It provides vital financial information and key financial indicators of your business whenever you want them. It includes a concise financial guide, ports
fully automated business financials with a product line and products wizard, personnel wizard, incorporates state-of-the-art financial analysis tools that
give you a clear view of the overall financial position and possibilities of your business for a 5-year time period.
- plan any business like a pro
- plan to finance any business start-up or expansion
- surprise any potential investor with a thorough and complete presentation
- analyze the financial situation with state-of-the-art analysis tools
- stay up-to-date with the real financial situation at all times
- run unlimited what-if and other analyses for 5 years without loss of data
An increasingly competitive environment is forcing companies worldwide to review ways of becoming more effective, more efficient and more productive.
Financial analysis tools such as balanced scorecards, ROA/ROE/SGR analysis, what-if scenario testing, and many of the tools inherent to PlanMagic Finance
Pro's engine, provide managers with the instrument to navigate to future competitive success. It enables management to translate an organization's
mission and strategy into a comprehensive set of performance measures that provide the framework for a strategy measurement and management system.
Designed to help entrepreneurs and managers make smarter decisions faster and easier, it's the best value your money can buy when it comes to
financial plan software.
Financial plan ning
Trend setting financial planning application written in MS Excel that has no competition when it comes to close-to-reality projections.
You will not find a better solution as specific, as detailed, and as automated. For consultants there is no limit to the number of projections and financial plans that can be created.
Enter some main assumptions, and start entering your financial data into the clearly marked cells.
Use it for a financial plan and for ongoing monitoring of your business.
Key advantages
- Offers PlanMagic's Smart Entry System (SES)™ to minimize and significantly speed up data entry.
- Validation checks for data consistency.
- Development can start up to 5 years prior to operations.
- Fiscal year and forecasts can start in any month.
- Forecasts include months, quarters, and years.
- Up to 5 years can be forecast in one financial workbook, with no limit if multiple workbooks are used.
- Views are collapsible for clear summaries.
- Costs can be split between fixed and variable cost for contribution, break-even and similar analyses.
- Projected balance sheets that are always balanced.
- More than 60 charts illustrate trends in expenses, sales, revenues, cash flow and more.
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PlanMagic Financial Planning Application
The Ultimate in Modern Business Financial Planning & Analysis
for products, services, manufacturing type businesses, and non-profit organizations
- Assumptions (general, form, financial, inventory, loans, tax, franchise, product mix, tax, dividend, and more)
- Development planning (up to 4 phases), 5 years prior and 5 years of planning
with automated development timeline
- Investment budget (unlimited number of new/existing assets, depreciation schedule using SLN, DB, DDB, or SYD)
- Funding (shareholders' capital, unlimited number of new/existing loans, deferred loans, flexible loans, amortization - 5 years)
- Beginning balance sheet (with/without historic data)
- Personnel wizard - add persons, groups or departments (max. 10), monthly and quarterly (3 years), annual (5 years)
- Personnel assumptions - payroll burden, hourly/overtime rates, bonuses payment schedule
- Personnel plan monthly & quarterly (3 years) - with headcount, payroll, overtime, bonuses and payroll burden summary
- Personnel plan annual (5 years)
- Product details & Cost of Goods with minimum stock level entry (3 years) - Add/Edit/Remove product lines and products using the
products wizard to add up to 10 product lines (or market areas) and unlimited products per product line.
- Sales projections monthly & quarterly (3 years) - enter sales by units or amounts, or in bulk per product line, rebates & allowances
- Sales projections annual (5 years)
- Income statement (Profit & Loss) monthly & quarterly (3 years) - with automated discounts & returns, bad debts and losses & thefts.
- Income statement (Profit & Loss) annual (5 years) - with EBITDA and earnings per share details for companies
- Cash flow projection monthly & quarterly (3 years) - direct method used
- Cash flow projection annual (5 years)
- Balance sheet projection monthly (3 years)
- Balance sheet projection annual (5 years) - with no. of shares issued and net asset value per share details
- Notes to the financial statements - with automated data from the projections
- Tax account - sales tax, income tax
- Inventory account (5 years)
BUSINESS ANALYSIS
- Historic ratios (3 years)
- Projected ratios (5 years) - including IRR/NPV, (AE only: Z-score) for business valuation
- Industry standards comparison (5 years)
- Loan capacity ratios (5 years)
- Annual summary matrix (balanced scorecard) - beginning balance, income statement, cash flow, ending balance (5 years)
- Best/Worst case scenarios (Sensitivity analysis) (5 years)
- Comparison analysis - personnel, sales, advertising, income, cash flow, balance sheet (5 years)
- Advertising & promotion plan detailed (3 years), annual (5 years)
- Annual ROA / ROE / SGR dynamic analysis tree (5 years)
- Detailed break-even analysis per product line with break-even charts per product line
- Annual dynamic What-If analysis (5 years)
- Financial summary with CAGR (5 years)
- Revenue analysis per product line (5 years)
- Overdraft scenario
- Dashboard of charts
- Timeline with a task wizard (3 years)
- Exchange rate multiplier to easily convert values into another currency
BONUS TOOLS
- Equipment, office, lunch room, machinery list worksheets
- Services estimation worksheets
- Personal financial statement worksheet
- Partnership accounts worksheet
- USA benchmarks workbook
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Feature |
Benefit |
| Automated from A to Z. |
Incomparably automated from start to finish. No manual calculations needed. |
| After the first year numbers are automated based on averages or increase %. |
Provides fast results by eliminating unnecessary manual input. |
| Categorized income statement. |
Categorized expenses and extra rows can be added. |
| Persons, groups, departments personnel plan wizard. |
Entry as simple as 1-2-3, departments, groups, persons with monthly or hourly wages, bonuses, overtime, payroll burden. |
| New improved sales projections. |
Enter monthly sales by units or amounts per product, or in bulk per product line. |
| More than 40 automated charts. |
Gives you a quick overview when and where needed. |
| Print wizard: quickly print any selection of predefined print areas. |
Saves you time collecting data to be printed. Click and Go. |
| Export wizard: easily export multiple values-only worksheets. |
Handy for conferencing or external consultants. |
| Exchange rate wizard: easily recalculate into another currency. |
Indispensable for a global presentation. |
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The PlanMagic Financial Planning Application
The application offers you about 45 worksheets (see the Details for a description of each).
A quick browse of the screenshots should give you a pretty good picture of the
overall capabilities of the PlanMagic Financial Planning Application.
Main menu
Developments
New fixed assets (Investment Budget)
Personnel
Product details
Sales annual summary (Sales Projection)
Income statement summary
Cash flow monthly (Cash Flow Forecast)
Projected balance sheet
Annual summary
Break-even Analysis per product line
What-If Analysis
Financial Summary
Overdraft scenario
The application offers you about 45 worksheets all linked in perfect harmony, so to speak.
You can check the Details for a description of each. We hope this helped to give you a good
picture of the overall depth provided in our state-of-the-art financial application.
Financial plan guide
A complete financial planning guide in HTML format.
The guide covers subjects such as organizational structure, financing (owners' equity, foreign capital), marketing (market analysis, business goals, marketing strategies,
advertising), operations (business identity, business location), business financials (projections, historic analysis, ratios),
including tips on how to improve results or lower costs and much more.
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PlanMagic Financial Plan Guide |
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The introduction
- How to use
- Introduction
- Marketing
- Historic analysis
- Financing
- Organizational structure
- Financial projections
- Analysis
- Useful tips
Marketing
- The product mix
- Analysis current product mix
- Competitive research
- Market analysis
- Marketing goals
- Marketing strategies
- Operations
- Advertising & promotion
- Pricing and costing
- Sales management
- SWOT analysis
Historic analysis
- General view
- The market position
- Balance sheet
- Income statement
Organization
- Management
- Staff
- Personnel analysis & expenditures
- Administrative organization
Financials
- Assumptions
- Investment budget
- Funding
- Beginning balance sheet
- Capital
- Return on investment
- Ratios
- Loan capacity |
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Projections
- Personnel plan
- Sales forecast
- Income statement
- Tax accounts
- Inventory account
- The cash flow projection
- The balance sheet
- Notes to the financial statements
- The charts
- The time table
Analysis
- Annual summary
- ROA/ROE/SGR analysis
- Break-even analysis
- What-if analysis
- Sensitivity analysis
- Financial summary
- Revenue analysis
- Comparison analysis
- Overdraft scenario
Useful tips
- General tips
- Company formation
- Choosing a bank
- Choosing a location
- Choosing an accountant
- Presenting your plan
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Advantages
PlanMagic Advantages
- Legendary Ease of Use
Designed to work the way you work, so you don't have to change your current business processes. Familiar and intuitive MS Office interfaces (MS Word, MS
Excel, MS Powerpoint).
- Advanced Functionality
Built-in charts, analysis tools and advanced reports, perform in-depth financial analyses, and much more.
- Low Cost of Ownership
Starts at just $195.00 for a single user license, which includes free technical support.
- Customer Approved
Used by over 100,000 starting and growing businesses around the world. PlanMagic software products serve customers in every industry, including manufacturers,
wholesalers, contractors, retailers, distributors, services providers, consultants, non-profits and many many others.
- Competitor 'Approved'
More and more 'competitors' copy our innovative ideas and trend setting concepts into their lesser product(s).
Still there is no way their product(s) can compare to ours.
- Backed by PlanMagic Corporation
PlanMagic software products are the financial planning and analysis solution recommended by more accountants, CPAs and other business consultants than any
other, and we are confident you will be 100% satisfied.
Summary
- Easy to use - Use of simple and understandable terms. You do not have to be an accountant.
- Thorough - Incredibly complete and thorough.
- Versatile - Incredibly versatile. Optimal for products, services, manufacturing businesses and non-profits.
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Automated - Automated financial projections made easy and yet so complete. Sales, investments, depreciation, loan payments, accounts receivable/payable,
inventory, dividends, company tax, sales tax, payroll burden and more.
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Personnel wizard - add, edit, remove departments, groups and persons easily.
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Product wizard - add, edit, remove product lines and products easily.
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Print wizard - Professionally printed results. Business financial printouts are preformatted in Letter, Legal or A4 paper size.
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Sales tax - Financials handle US sales tax, VAT, GST or similar calculations.
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Multiple currency - The financials can use any currency, and you can use the exchange rate multiplier to quickly update all the values.
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Useful guide - Comprehensive financial plan guide.
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Competitive price - A competitive price of $195.00.
No one has made it easier for you to complete a business financial plan, analyze your business or offers the
same level of financial automation (can be used for monitoring your business throughout the years). Feel free to compare. Available in English (11.0), Dutch
(10.0) and German (v9.0). Note: every PlanMagic Business Plan
program contains a financial planning application. |
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"Love your software and find it the most complete of its kind on the market. I'm an independent consultant and
will be recommending use of your Finance Pro throughout my practice."
More testimonials
Comparison chart |
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MS Office, MS Word, MS Excel and MS PowerPoint are registered trademarks of Microsoft Corporation. All copyrights acknowledged.
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Worldwide customers
PlanMagic Finance Pro is used around the world!
Customer list
Sales tax systems:
USA, EU VAT, GST, any In/Out system.
Available currencies:
any currency ($, €, £ etc.)
Contact us
Feel free to contact us!
You can use our secure contact form to send us your query.
Contact form
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PlanMagic Finance Pro 11.0 English - $195.00