PlanMagic Finance Pro logo

PlanMagic Finance Pro

by PlanMagic · Since 1995
No reviews yet
ActiveAvailable globally
Quick facts
VendorPlanMagic
Year launched1995
StatusActive
Location8 The Green #14777 Dover, DE 19901 USA
Countries servedGlobal
Languages7
Integrations
Free tier
Free trial
Contact salesYES

About PlanMagic Finance Pro

PlanMagic Finance Pro is a business planning software from PlanMagic that provides comprehensive business planning solutions. It includes business plan writing, reviews & endorsements, and industry reports to help businesses develop effective strategies. This software supports specific business plan templates and fully automated financial planning tailored to various industries, allowing users to create realistic and actionable plans. PlanMagic Finance Pro caters to worldwide customers, ensuring usability across different markets. Key capabilities: business plan writing reviews & endorsements industry reports business plan templates list financial planning automation Best for: entrepreneurs and business planners that need detailed and structured business plans for effective decision-making.

PlanMagic Finance Pro is an advanced business planning and financial modeling software designed to simplify the complexities of financial planning, analysis, and reporting for entrepreneurs, accountants, and business professionals. The platform provides a comprehensive suite of tools to create accurate business plans, financial projections, and investor presentations that adhere to GAAP standards and accommodate multiple currencies and tax systems worldwide. Utilizing the PlanMagic Smart Entry System (SES)™, users benefit from streamlined data entry, which significantly reduces the time and effort required to prepare detailed financial forecasts. Finance Pro is ideal for monitoring real-time business performance, updating models throughout the year, and generating accurate data for tax reporting or investor communication. The software includes pre-written industry-specific templates, enabling users without extensive accounting knowledge to develop professional business plans and financial models effectively. Its integrated approach supports ongoing management decisions, risk assessment, and strategic planning by allowing businesses to simulate different financial scenarios and assess outcomes.

Pros & Cons

What users like
  • +User-friendly interface designed specifically for non-accountants to improve efficiency.
  • +Streamlines business planning and financial modeling for faster decision-making.
  • +Complies fully with GAAP and multiple international tax systems.
  • +Reduces data entry time using the Smart Entry System (SES)™.
  • +Provides industry-specific templates and tools for investor pitch presentations.
What users flag
  • Learning curve exists for users unfamiliar with financial modeling concepts.
  • Limited cloud collaboration options restrict real-time multi-user access.
  • Customization may require advanced knowledge for building complex financial models.
  • Desktop-based software requires installation on local machines for use.
  • Some features may be less relevant for very small businesses.

Features

Key features

Comprehensive Business Planning – Develop full business, financial, marketing, and media plans.
GAAP-Compliant Financial Modeling – Ensures accurate financial projections and reporting.
PlanMagic Smart Entry System (SES)™ – Streamlines data entry to save time.
Industry-Specific Templates – Provides pre-written templates tailored to various sectors.
Multi-Currency and Tax Compliance – Supports global currencies and sales tax systems.
Investor Presentation Tools – Generates professional investor pitch decks and reports.
Ongoing Financial Monitoring – Update models throughout the year for real-time insights.

Additional features

Business Plan Generation – Prepares professional, structured business plans.
Financial Forecasting – Produces realistic revenue, expense, and cash flow projections.
Marketing Plan Integration – Incorporates marketing strategies into overall business planning.
Media Planning Tools – Helps manage and track media campaigns for business growth.
Customizable Templates – Adjust templates to fit unique business requirements.
Real-Time Updates – Reflects actual business performance for accurate forecasting.
Investor Pitch Creation – Converts business data into compelling presentations.
Secure Data Management – Provides 100% data security and privacy protection.
Cross-Platform Integration – Compatible with MS Office, Word, Excel, and PowerPoint.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
31
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇷🇺RUB🇭🇰HKD🇸🇬SGD🇮🇱ILS🇰🇷KRW🇹🇷TRY🇮🇳INR🇧🇷BRL🇿🇦ZAR🇲🇽MXN🇳🇴NOK🇹🇼TWD🇩🇰DKK🇹🇭THB🇲🇾MYR🇿🇦ZAR🇵🇱PLN🇭🇺HUF🇨🇿CZK🇮🇱ILS🇵🇭PHP

No reviews yet

Be the first to drop a review

Alternatives to PlanMagic Finance Pro

Dialog logo

Dialog

Dialog is a communication software from DMA Mauritius that supports collaborative interactions. It includes messaging,…

Affinity logo

Affinity

Affinity is a relationship management platform from Affinity that supports business development and networking efforts.…

InvestNext logo

InvestNext

InvestNext is a crowdfunding software platform from InvestNext that facilitates real estate investments. It provides…

Union.digital logo

Union.digital

Union.digital is a digital financial services platform from Union Financial Technologies that supports banking, lending,…

SeedRM logo

SeedRM

SeedRM is a customer relationship management (CRM) software from Seed Solutions that aims to facilitate…

SalesPage logo

SalesPage

SalesPage is a marketing software from SalesPage that focuses on managing and automating sales processes.…

Often compared with PlanMagic Finance Pro

Compare any two tools →
Dialog logo
Dialog
Financial CRM
0.0
Affinity logo
Affinity
Real Estate CRM
0.0
InvestNext logo
InvestNext
Real Estate Property Management
0.0
Union.digital logo
Union.digital
Financial CRM
0.0