Build a business plan and financial plan from your own figures

Founders create business plans and financial models

Ready to goAI Act: no extra obligationsCreating documents from your own materialAll industries

Fits: Leaders & strategy · Finance & accounting

You quickly get a clean structure, a table of all assumptions with sources and the calculations for your financial plan. The bank or funding body sees what every figure is based on.

Is this for you?

  • You are starting or expanding a venture and need a plan for the bank, a funding body, investors or yourself.
  • You have some initial figures of your own: a rental offer, prices, staffing needs, quotes for equipment.
  • You can use a spreadsheet or have someone who can.
First step today

Write down the figures you know as bullet points, each with its source, and use the template below to have an assumptions table and the calculations created. Transfer the formulas into a spreadsheet and calculate there, not in the chat.

How to go about it

  1. Define the purpose and structure of the plan
  2. Collect your own figures and evidence
  3. Have the assumptions table and a draft text generated
  4. Cross-check calculations and assumptions
  5. Have it checked and submit it
  6. Keep using the assumptions table as a management tool

Templates to copy

Try it now
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Plan the rollout
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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

14 more use cases follow the pattern “Creating documents from your own material”.

Create candidate profiles from CV and interviewCreate requirements specifications from workshop recordingsHave AI draft specifications for tendersPlan units of work in line with the curriculumWrite funding applications and project reports from your documentsWrite help articles from resolved support casesAnswer tender and supplier questionnaires from evidenceCreate exam questions from learning objectives and calibrate themCreate maintenance reports from measured values and photosCreate operating instructions and spare parts lists from design dataCreate pitch books and valuation analyses from your own dataCreate quotes from measurements and photos
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A-093 · Legal status 08.10.2026