Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our expertly crafted, intuitive, and adaptable business budgeting software empowers both business owners and financial managers to create a thorough and polished financial projection. With a sleek and robust design, you can generate professional reports suitable for presentation to investors, banks, shareholders, board members, or team members. The software’s automated features are designed for ease of use, even for those without a financial background. There are no annual licensing fees, and the personalized model is yours to keep indefinitely. Additionally, you can easily integrate any desired functionalities or sheets in the future. Expense entries can be categorized as one-time costs, percentages of sales, or distributed over a span of 2 to 6 months, allowing you to choose the starting month for each expense. This flexibility supports the inclusion of anticipated increases or changes later in the year and accommodates adjustments for multi-year budgets. Furthermore, our budgeting software is designed to handle interest and variable costs, such as head office fees, royalties, transport, and more, ensuring comprehensive financial management. This all-in-one solution is not only adaptable but also essential for informed decision-making in your business finances.
Description
Select from over 50 distinct financial forecast worksheet templates designed by CPAs to quickly create projections suitable for lenders and investors. Explore our extensive collection of more than 50 CPA-crafted templates tailored to various industries. If your specific sector isn't represented or if the template you choose isn't quite right, rest assured that we’ll assist you in finding a suitable alternative at no additional cost! Each template is designed with a user-friendly layout, featuring multiple tabs and highlighted cells for easy data entry. Our dedicated team is ready to provide support as you work through the process. Once you've filled in your information, you can submit your file to us for a personalized video where our experts will review your projections and provide valuable feedback, ensuring everything is thoroughly prepared. This way, you can have confidence in the accuracy and readiness of your financial forecasts.
API Access
Has API
No
API Access
Has API
No
Integrations
Equidam
No
Pricing Details
$79 per month
Free Trial
No
Free Version
No
Pricing Details
$15 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Click and Plan Financial Tools
Website
www.excelatbudgets.com
Vendor Details
Company Name
ExecutivePlan
Website
projectionhub.com
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
Yes
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
Yes
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
No
Income Statements
Yes
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No