Create and update your business plan online
Eighteen steps with a short video each, industry guidance and AI help under your own control.
In this topic: Start a business 7
Tour
See how the planner works in just over a minute
From setting up a company to exporting your plan. The video shows the planner the way you use it, with a worked example: a hair salon in Amsterdam.
Who it is for
For every stage of your business
You don't write a business plan for a single moment. You draw it up when you start, and update it whenever your business changes.
Founders
A plan that convinces a financier
You are going to the bank, a microlender or an investor and need a well-founded plan. For every section, you see what a financier wants to read.
Established business owners
Reset your course regularly
You invest, grow, hire staff or enter a new market. With an up-to-date plan, you make those decisions on solid ground and run your business with focus.
Accountants and advisers
Plans with and for your clients
One fixed structure for all your client files. With Annual Pro, you use the planner for your clients and manage up to 10 companies.
Plan and adjust
From plan to steering tool
Many business plans end up in a drawer once the financing request is done. Yet that is exactly when running the business begins.
In the Business Planner, your plan stays available. You adjust assumptions, figures and choices when your situation changes, and export an up-to-date version for your bank, accountant or business partner at any time.
Good moments to review your plan:
- An investment or a new financing request
- Growth with new staff or an extra location
- A new product or a new target group
- The yearly strategy session with your team or adviser
Example: for each section, you see what is still missing.
How it works
An explanation for every step, with a short video
The step-by-step guide follows the structure of the planner. Each step has a video of about a minute and a page that explains what you fill in, how the planner helps and what a financier looks for. You work at your own pace; the overview remembers where you left off.
Getting started
First the map: how the planner is built and how you find your way around.
Entrepreneur and idea
Who is behind the plan and what the business will do.
Strategy
From an honest SWOT to choices that give direction.
Marketing
Who you serve, what you sell and how clients find you.
Staff and organization
Who you need and how the business is put together.
Financial plan
Your own assumptions, worked through to cash flow and profit.
Finished filling in? Check quality points out, section by section, where your plan is still thin. Then you export a well-presented document for your bank, accountant or business partner.
Industry knowledge
Knowledge of your industry, figures of your own
You don't start with a blank page. The planner gives direction for your industry, while the financial choices stay with you.
Industry-specific from the first field
Choose your industry with an SBI code, the official Dutch code for your business activity, or with an international ISIC or NAICS code. For every section, the planner fills in guidance and examples that suit your industry. You change what doesn't fit and keep what does.
You build your financial plan yourself: detailed and forward-looking. Where it adds something, the planner sets your assumptions next to industry data as a reality check.
Guidance that fits real life
For every field, you read what a bank, microlender or investor wants to see in that place.
- What a financier expects in this place
- Pitfalls that often come up in your industry
- An example sentence to use or adapt
- A link to the related industry explanation on Firmfocus
AI under your control
AI that thinks along, on your terms
Every section also works without AI. If you want help with writing or a second opinion, you use it where you choose.
Inspire
Stuck on a field? Inspire drafts an example for your industry. You use it, adapt it or ignore it. Fill with examples fills all the empty fields of a section in one go; existing text stays as it is.
Improve
Your text is there, but the tone or structure is not quite right. Improve sets your own words next to a tighter version. You decide whether to accept the suggestion.
Check quality
The AI reads a section and names what is already strong and what a financier would still miss. One click takes you to the step that needs attention.
Firmfocus Advisor
Your AI advisor, included in every membership. Ask a question about your market, financing or a strategic choice and get an answer that takes the page you are working on into account. More about the Advisor.
You decide what the AI gets to see
Reassuring for every business owner, and just as relevant for accountants and advisers who work with client data.
You switch AI on or off for each section
The AI only processes what you enter yourself
Your text is not shared with other users or reused
Switching AI on or off changes nothing in your saved plan