PlanMagic Business (AE) - Retail (AE) - Finance Pro Comparison
All our business plan software products use simple terms, produce the most professional printed results, offer you nearly completed templates, comprehensive additional information in each guide, and FREE updates for 12 months. The financial part of each product offers you automatic sequential calculations, automatic ratios, a vast selection of automated charts and unlimited what-if analysis. Change personnel, sales, costs and so forth to see immediately what the results of that action would be over the next 5 or 10 years (PlanMagic Resort up to 15 years).
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Features |
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Guides & Templates |
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Version available |
12 |
12 |
12 |
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Business and Financial plan guide |
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» Web marketing guide |
(AE only) |
(AE only) |
n/a |
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Business specific plan templates |
24
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» Number of free plan templates |
3 |
2 |
n/a |
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Plan templates |
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| » Format preferred by banks/lenders/investors/venture capitalists |
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| » Automatic index |
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n/a |
| » Executive summary |
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n/a |
| » PowerPoint presentation template |
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n/a |
| » Spelling & grammar check |
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n/a |
| » All MS Word functions are available for editing |
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n/a |
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n/a |
| Financial statements |
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Automated financial statements for 5 years |
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- Assumptions (General, form, financial, inventory, loans, tax, franchise, product mix, tax, dividend, and more)
- Development planning (up to 2 phases (AE 4 phases), 5 years prior and 5 years of planning with automated development timeline)
- Investment budget (unlimited number of new/existing assets, depreciation schedule using SLN, DB, DDB, or SYD)
- Funding (shareholders' capital, unlimited number of new/existing loans, deferred loans, flexible loans, amortization - 5 years)
- Beginning balance sheet (with/without historic data)
- Personnel wizard - add persons, groups or departments (max. 10), monthly and quarterly (3 years), annual (5 years)
- 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 using the
products wizard to add up to 10 product lines (or market areas) and unlimited products per product line.
- 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
- Cash flow projection monthly & quarterly (3 years) - direct method used
- Cash flow 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
- Tax account - sales tax, income tax
- Inventory account (5 years) |
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- More than 50 automatic charts/graphs |
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- Print wizard |
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- Export wizard |
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- Exchange rate wizard |
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Business analysis |
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- Historic ratios (3 years)
- Projected ratios including SGR, IRR/NPV for business valuation (5 years)
- Industry standards comparison (5 years)
- Loan capacity ratios (5 years)
- Best case & Worst case scenarios (5 years)
- What-If analysis (5 years)
- Annual summary matrix - beginning balance, income statement, cash flow,
ending balance (5 years)
- Overdraft scenario |
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Bonus tools |
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- Equipment, machinery, office, lunch room worksheets |
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- Services estimation worksheets |
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- Retail store equipment list worksheet |
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- Personal financial statement worksheet
- Partnership accounts worksheet
- USA benchmarks workbook |
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Expanded financial statements (AE versions) |
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Development planning (up to 4 phases), 5 years prior and 5 years of planning with automated development timeline
- Annual ROA / ROE / SGR dynamic analysis tree (5 years)
- Detailed break-even analysis per product line with break-even charts per product line
- Financial summary with CAGR (5 years)
- Revenue analysis per product line (5 years)
- Timeline (3 years) - entries are as easy as 1-2-3, with project cost, start date and end date
- Executive dashboard
- Timeline with a task wizard (3 years)
- Exchange rate multiplier to easily convert values into another currency |
(AE only) |
(AE only) |
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- Advertising & promotion plan detailed (3 years)
- Advertising & promotion plan annual (5 years) |
(AE only) |
(AE only) |
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Finance Pro financial statements |
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- Annual summarized projections (income statement, cash flow, balance sheet, ratios) up to 10 years
- Other investments (short term, bonds and securities)
- EVA / WACC analysis trees
- OCF, FCF |
(AE only) |
(AE only) |
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Collaboration |
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» Multiple authors in multiple
locations
(with multiple licenses) |
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Support |
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» Free email support |
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» Price |
$99.95/AE $195.00 |
$99.95/AE $195.00 |
$195.00 |
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» Detailed description |
more info |
more info |
more info |
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Other business specific software |
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»
Retail business plan
»
Construction business plan
»
Non profit business plan
»
Bar business plan
»
Coffeebar business plan
»
Media planner
»
Restaurant business plan
»
Bed & breakfast plan
»
Hotel business plan
»
Resort business plan |
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See also Business Plan Templates for help with choosing the program to use. MS Office, MS Word, MS Excel and MS PowerPoint are registered trademarks of Microsoft Corporation,
PlanMagic and Finance Pro are registered trademarks of PlanMagic Corporation. All copyrights acknowledged.
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PlanMagic Corporation offers a complete line of products for starting and existing businesses, entrepreneurs, companies, corporations, home office, small businesses, business students, CPAs, business colleges, SBA offices, accountants, NGOs, economic development centers, inventors, business advisors, and all individuals who are interested in learning or applying detailed business and/or financial planning or analysis. Whether you wish to perform financial projections, conduct a marketing analysis or write a detailed marketing plan, we've got the program to make it easy. Our products can be effectively
used for any accounting firm, advertising agency, airline, amusement park, animal care center, auto dealer, bar, beauty salon, business consultant, car rental, carpenter, child care center, college, construction, disco, distributor, doctor's practice, dental practice, electrician, financial consultant, fitness center, garage, health spa, hospital, hotel, importer & exporter, insurance company, management consultant, manufacturer, marketing consultant, medical services, non profit organization,
plumber, real estate, repair shop, restaurant, retail shop, school, service provider,
student, and many, many more.
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