PLANMAGIC
FINANCE PRO
Trend setting
financial planning
and
financial analysis
software
for businesses in
MS Excel
No one has made it easier for you to make
those financial projections or financial analysis, using actual or hypothetical
figures. Use it for financial planning, financial analysis or for monitoring your
business throughout the years.
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Reviewed by
"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!"
More testimonials
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Minimum requirements:
A personal computer with
MS Windows
98/NT/Me/2000/XP/2003/Vista
and
MS Office
2000/XP/2003/2007.
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PlanMagic Finance Pro 10.0
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 to finance any business start-up or expansion
- surprise any potential investor with a thorough
and complete presentation
- monitor your financial situation using
state-of-the-art analysis tools
- automatically make projections of your business for 5
years
- 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 anaysis,
what-if scenario testing, and many of the tools inherent to PlanMagic Finance
Pro 10'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 planning software.
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English
(v10.0)
Deutsch
(v9.0)
Nederlands (v9.0)
Available sales tax systems: USA, EU VAT, GST, any In/Out system.
Available currencies:
any currency ($, €, £
etc.) |
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Financial planning
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Trend setting financials in a workbook in MS Excel format that
has no competition.
You will not find a better solution as detailed and as
automated. There is no limit to the number of projections and business plans that can be created. Enter some main
assumptions, add product lines and products as is needed, and start entering
your financial data into the clearly marked cells. Use it for a business plan
but also for ongoing monitoring of your business.
Key advantages
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Includes wizards to simplify and significantly speed up data entry.
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Validation checks for data consistency.
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Fiscal year and forecasts can start in any month.
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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.
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Views are collapsible for clear summaries.
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Costs can be split between fixed and variable cost for contribution, break-even and similar analyses.
- Projected balance sheets that are always balanced.
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More than 40 charts illustrate trends in expenses, sales, revenues, cashflow and more.
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The Ultimate in
Modern Business Financial Planning & Analysis
for products, services, and manufacturing type businesses
- A products wizard to add up to 10 product lines (or market
areas) and
unlimited products per product line
- Assumptions (general, formation, financial, sales, inventory, expenses, tax,
dividend)
- Investment budget - incl. start-up costs for start-ups and depreciable assets
summary (5 years)
- Depreciation schedule straight line method (5 years)
- Funding - common stock and preferred stock issuance, or proprietary capital
input for sole proprietor/partnerships (5 years)
- Loans & amortization schedule - short term, long term, deferred loans,
flexible loans (5 years)
- Beginning balance sheet with automated financing check
- Balance sheet historic (3 years)
- Income statement historic (3 years)
- A personnel wizard to add up to 10 departments and an unlimited number
of persons and groups per department
- 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
- 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
- Cashflow projection monthly & quarterly (3 years) - direct method used
- Cashflow 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
- Sales tax account
- Inventory account
- Advertising & promotion plan detailed (3 years)
- Advertising & promotion plan annual (5 years)
Business analysis
- Historic ratios (3 years)
- Projected ratios including SGR, IRR/NPV and Z-score for business
valuation (5 years)
- Loan capacity ratios (5 years)
- Comparison analysis - personnel, sales, advertising, income, cashflow, balance
sheet (5 years)
- Annual dynamic sensitivity analysis (best/worst case scenarios) (5 years)
- Annual summary matrix - beginning balance, income statement, cash flow, ending
balance (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)
- Timeline with a new task wizard (3 years) - tasks entries are as easy as 1-2-3,
with project cost, start date and end date.
- Dashboard of main charts
- Exchange rate wizard to allow for multiple currencies.
Bonus tools
- Equipment, office, lunch room, machinery list worksheets
- Services estimation worksheets
- Personal financial statement worksheet
- Partnership accounts worksheet
- USA benchmarks workbook
NEW FEATURES
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Feature |
Benefit |
| Automated from A to Z. |
Completely automated from start to finish. |
| After the first year numbers are automated based on averages or increase %. |
Provides fast results by eliminating unnecessary manual input. |
| New improved categorized income statement. |
Categorized expenses and extra rows can be added. |
| New improved 1-2-3 personnel plan wizard. |
Entry as simple as 1-2-3, departments,
groups, persons with monthl or hourly wages, bonuses, overtime, payroll burden. |
| New improved 1-2-3 products wizard. |
Add product lines or market areas and
products quickly and easily. |
| 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 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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Financial planning guide
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Clearly explained business financial guide.
In HTML format covering many aspects of the financials of a business, including
tips on how to improve results or lower costs and much more.
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The introduction
- How to use
- The introductionFinancing
- Assumptions
- Beginning balance sheet
- Capital
- Net working capital
- Proprietary capital
- Foreign capital
- Return on investment
- Ratios
- Loan capacity |
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Planning
- Personnel plan
- Sales forecast
- Income statement
- Cashflow forecast
- Balance sheet
- Charts |
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Clear advantages
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- 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 Excel interface.
- 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 25,000 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 into their lacking
product. But copying from the leader never produces the same results.
- 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.
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More reasons why you should have Finance Pro 10.0:
| Easy to use |
Use of simple and understandable terms. You do not have to be an accountant. |
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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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| Thorough |
Incredibly thorough. Optimal for products, services and manufacturing businesses. |
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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 |
Personnel details wizard - add, edit, remove departments, groups and persons. |
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| Product wizard |
Product details wizard - add, edit, remove product lines and products. |
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| Print wizard |
Professionally printed results - select print areas
using the wizard. 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 to another
currency. |
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| Useful guide |
Comprehensive financial planning guide. |
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| Moderate price |
The competitive price of $195.00. |
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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 (10.0), Dutch
(10.0) and German (v9.0).
Minimum requirements PlanMagic Finance
Pro
10.0:
A personal computer with MS Windows 98/NT/ME/2000/XP/Vista, a Java enabled
browser, MS Office 2000/XP/2003/2007.
Delivery: via Electronic
Download (~8.5Mb).
ONLINE ORDERING
PlanMagic Finance Pro 10.0 English
$195.00 Download
PlanMagic Finance Pro 10.0 Dutch
$195.00 Download
PlanMagic Finance Pro 9.0 German
$149.95 Download
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