About Business Planner
Business Planner is a software platform from Simpleplanning.com that provides Excel-based accounting solutions with P&L planning and tracking. It combines a Complete Planner, Budget Planner, and Retirement Planner to help users manage their financial data effectively. This user-friendly tool is designed for those who prefer a straightforward approach to business planning without the complexities of larger software. Users can access the Business Planner online or offline, making it versatile for different working environments. The platform includes a variety of templates and tools to assist in comprehensive financial management. Key capabilities: Complete Planner Business Planner Simple Accounting Software Budget Planner Retirement Planner Best for: small business owners and individuals that need efficient financial planning tools.
Business Planner is an Excel-based financial planning tool designed to help small businesses manage their finances efficiently. It offers a comprehensive suite of templates for tasks like budgeting, cash flow management, profit and loss tracking, sales forecasting, invoicing, and payroll. Unlike traditional accounting software, Business Planner is straightforward, with no complicated setups or subscriptions. It is designed for small businesses that require a simple, effective way to track and plan their finances without the overhead of more complex systems. The software is user-friendly, leveraging Microsoft Excel’s familiar interface, making it easy for users to get started without a steep learning curve. The software provides a variety of useful features including a financial dashboard, multiple profit and loss templates, a balance sheet, cash flow statement, and tools for sales forecasting. Business Planner also includes templates for invoicing, purchase orders, payroll calculations, timesheets, inventory tracking, expense reporting, and loan amortization schedules. Each template is pre-configured to make it easy for businesses to input their data and generate accurate reports, which saves time and reduces the risk of errors.
Pros & Cons
- +Easy to use and navigate
- +Great for planning and drawing out ideas
- +Works directly in MS Excel, no new software needed
- +Multiple templates available
- +User-friendly dashboard
- −Very simplistic, just a set of Excel templates
- −Limited functionality, not as robust as expected
- −Lack of customer support, no response to refund requests
Features
Key features
- Financial Dashboard
- Provides an overview of the business's financial health at a glance, tracking key metrics like revenue, expenses, and cash flow. It allows users to monitor financial performance and make informed decisions.
- Profit & Loss Statements (Current Year Plan, Current Year Actuals, Prior Year Actuals, and Comparison)
- These templates allow users to plan, track, and compare profits and losses, offering detailed insights into how the business is performing against set goals and previous years.
- Balance Sheet
- A tool that helps businesses track their assets, liabilities, and equity, offering a snapshot of their financial position at any given time.
- Cash Flow Statement
- Helps monitor the flow of cash in and out of the business, ensuring that there is enough liquidity to meet operational needs.
- Sales Forecasting
- A tool that helps predict future sales based on historical data and trends, enabling businesses to plan for growth or seasonal fluctuations.
- Invoice Template
- Customizable templates that allow businesses to create professional invoices, streamlining the billing process.
- Purchase Order Template
- A tool for creating purchase orders, helping businesses manage procurement efficiently.
- Payroll Calculator
- Calculates payroll based on input data, ensuring that businesses can quickly and accurately pay employees.
- Time Sheet
- Enables businesses to track employee hours and calculate wages for payroll purposes.
- Inventory Sheet
- A template to track inventory levels, helping businesses manage stock and prevent overstocking or shortages.
- Expense Report
- Tracks business expenses, making it easier to manage and categorize spending for tax purposes or financial reviews.
- Loan Amortization Schedule
- Helps businesses track loan repayments, breaking down payments by interest and principal over time.
- Sales Record
- A tool for logging sales transactions, allowing businesses to monitor performance and track revenue.
- Spending Record
- Records business spending, helping to identify trends and areas where expenses can be reduced.
Additional features
- Financial Dashboard
- Provides a comprehensive overview of financial health, summarizing key metrics such as cash flow, profit, and loss.
- Profit & Loss Statements
- Multiple templates to manage P&L statements for different periods and comparisons, aiding in financial analysis.
- Balance Sheet
- An essential tool for tracking assets, liabilities, and equity to assess financial stability.
- Cash Flow Statement
- Tracks cash inflow and outflow, crucial for maintaining operational liquidity.
- Sales Forecasting
- Helps businesses predict future sales and plan effectively for growth or changes in demand.
- Invoice Template
- Simplifies invoice creation, ensuring that businesses can issue professional invoices with ease.
- Purchase Order Template
- Facilitates the creation of purchase orders, streamlining the purchasing process.
- Payroll Calculator
- Automates payroll calculations, ensuring accuracy and timeliness in employee compensation.
- Time Sheet
- Tracks employee hours for payroll and labor cost management.
- Inventory Sheet
- Enables efficient management of inventory, reducing the risk of stock issues.
- Expense Report
- Tracks business expenses for accounting and budgeting purposes.
- Loan Amortization Schedule
- Provides an amortization table to help businesses track loan repayments over time.
- Sales Record
- A simple way to log sales data, aiding in revenue tracking and analysis.
- Spending Record
- Keeps detailed records of spending, allowing businesses to manage their budget more effectively.
Pricing
Monthly plans
Single User
USD 59.95
Single User
USD 79.95
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Business Planner
Modeliks
Modeliks is a business planning software from Modeliks that helps create business and financial plans…
Xeraphic
Xeraphic is a data management software from Xeraphic designed for efficient organization and analysis of…
Valore24 Business Plan
Valore24 Business Plan is a software platform from Il Sole 24 Ore that supports professionals…
Toolup
Toolup is a modular software platform from Toolup that helps businesses find the right module…
About Business Planner
Business Planner is a software platform from Simpleplanning.com that provides Excel-based accounting solutions with P&L planning and tracking. It combines a Complete Planner, Budget Planner, and Retirement Planner to help users manage their financial data effectively. This user-friendly tool is designed for those who prefer a straightforward approach to business planning without the complexities of larger software. Users can access the Business Planner online or offline, making it versatile for different working environments. The platform includes a variety of templates and tools to assist in comprehensive financial management. Key capabilities: Complete Planner Business Planner Simple Accounting Software Budget Planner Retirement Planner Best for: small business owners and individuals that need efficient financial planning tools.
Business Planner Details
Business Planner's In-App Market Place
Does Business Planner have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Single User
USD 59.95
Single User
USD 79.95
Accepted Payment Currencies
Usd ($)
Pros & Cons
- Easy to use and navigate
- Great for planning and drawing out ideas
- Works directly in MS Excel, no new software needed
- Multiple templates available
- User-friendly dashboard
- Very simplistic, just a set of Excel templates
- Limited functionality, not as robust as expected
- Lack of customer support, no response to refund requests
Business Planner's Support Options
Email Address
support@simpleplanning.netBusiness Planner's Alternatives
Modeliks
Modeliks is a business planning software from Modeliks that helps create business and financial plans…
Xeraphic
Xeraphic is a data management software from Xeraphic designed for efficient organization and analysis of…
Valore24 Business Plan
Valore24 Business Plan is a software platform from Il Sole 24 Ore that supports professionals…
Toolup
Toolup is a modular software platform from Toolup that helps businesses find the right module…
