The Business Plan Shop's FP&A tools for financial advisors

The Business Plan Shop's FP&A platform helps you build forecasts and write business plans for your clients, help them analyse their financial performance and track KPIs.

The Business Plan Shop's FP&A platform for accountants and consultants

Our financial planning and analysis software helps you:

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Easily create precise three-way financial forecasts

Accurate and adaptable forecasting at your fingertips

The Business Plan Shop's FP&A software does all the calculations for you - simply input your clients revenues, operating expenses and long-term assets. Your client will receive a set of complete, three-way financial statements that automatically update whenever numbers are adjusted.

Our software handles both simple and complex elements included in your client's chart of accounts. For example, you'll be able to model advanced payment terms, provisions and deferred revenues amongst other things. This means that you'll be able to help predict your client's finances accurately, regardless of their business model or cost structure.

Use your client's accounting data as a budgeting base to create forecasts by integrating their Xero or Quickbooks account to The Business Plan Shop.

financial forecasting software for accountants and consultants
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Our FP&A software helps write convincing business plans faster

Follow clear instructions and examples throughout

With The Business Plan Shop, you can help clients write investor-friendly business plans in no time:

Our pre-filled business templates each contain a three-way forecast and fully-written plan. Tailor both to your clients own project or use them for inspiration

Smart tags automatically keep the text in your clients' business plan up to date when the financials change, meaning no manual adjustments are required when you tweak your forecast

Our all-in-one platform lets you invite your clients to draft the editorial section of the business plan as well as help build the financial forecast.

Once the plan is complete, simply download it as a PDF or Word Document to have it formatted for you with a stylish cover page and table of contents both included.

This means that you'll never have to spend time formatting client business plans.

FP&A software for financial advisors: business planning tool

Track KPIs and forecast against your actuals to ensure your clients reach their goals

Help clients monitor business performance and KPIs that are most important to their success

Build custom KPIs using our easy-to-use formula builder. Use financial data, non-financial data or both (hybrid KPIs). Alternatively, select from our KPI library which include the most common ratios used by financial analysts.

Set targets and instantly view which KPIs are on track or use them to create vibrant charts to help spot trends. Plot any financial metric or KPI to analyse historical or forecasted data and gain insights on where your clients' financial performance is headed.

Connect your clients accounting software to The Business Plan Shop's FP&A software to instantly view how their actuals compare to forecast (created in The Business Plan Shop). Adapt your clients forecast and make better business decisions using these insights.

Online financial dashboard software: key performance indicators with set targets
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Prepare your clients for all possible outcomes

Model best and worst case scenarios in just a few clicks

Help your client make the right financial decisions by modelling the impact of each one on their profit and cash flow beforehand.

The Business Plan Shop makes it easy to create best case and worst case scenarios.

Simply:

Duplicate your main forecast

Change some (or many!) of the assumptions

Analyse the difference both scenarios have on your financial statements

Help your clients reduce risk by being prepared for most potential business outcomes.

FP&A software: scenario analysis and planning
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Save hours with an all-in-one collaborative platform

Accesses, permissions and discussions simplified

With The Business Plan Shop's FP&A platform, you can easily centralise all of your client data on our secure and collaborative platform. This simplifies business planning, forecasting and financial reporting because:

Our software lets you manage permissions of any user, all in one place - meaning you can be sure that important data is safe & only accessible to those who you have granted permission to.

You won't have to manage multiple spreadsheet versions

Both you and clients can write notes in any section of our software, making it easier to work together on one or more projects

The Business Plan Shop's FP&A platform for accounting firms: collaborative tools

500,000+ entrepreneurs, consultants and accountants have already used The Business Plan Shop

I recommend using this software because it is very complete - it allows you to carry out an accurate financial analysis.

Lydie H.

It is an excellent initiative that allows us to create a concrete business plan and to better understand the financial implications of our project. The tool gives us the possibility to simulate different scenarios and compare them.

Liliane F.

An indispensable tool, easy to use, and very complete.

Side D.

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Try The Business Plan Shop For Free

See our financial planning and analysis platform in action: try The Business Plan Shop for free during 7 days.

Sign up for a free trial today

No credit card required & no commitment.

Learn more about The Business Plan Shop

Start your free trial

7-day free trial. No credit card required.

Add value to your services and help clients stay on top of business performance with The Business Plan Shop

Without us With The Business Plan Shop
Create financial forecasts for clients Done on spreadsheets which are error prone and where modelling complex elements, takes dozens of lines With our best in class forecasting software all the calculations are done for you, without errors
Write clients business plans Requirement to format each business plan individually which can take hours of your time Automatic formatting and you get a table of contents and cover page upon downloading
Compare scenarios to help your clients make the right decisionss Spend hours adding new tabs to manually model and compare data Model multiple scenarios and evaluate the financial impact of each in just a few clicks
Getting a holistic view of your clients business performance Impossible as data is spread across multiple spreadsheets and tools All of your client data is harmonised creating a single source of truth
Collaborate with your clients Necessitates to juggle with spreadsheet versions discussion threads, and manage accesses Discussions are centralised inside our application where you can quickly manage accesses and permissions

Frequently Asked Questions

Is The Business Plan Shop the best FP&A platform for accountants and consultants?

The Business Plan Shop arguably offers one of the best financial planning & analysis (FP&A) platforms on the market:

Our all-in-one tool lets you build forecasts, write business plans, analyse your clients financials and track their KPIs with ease

This means that you can focus on the things that really matter (delivering impactful advice to your clients) and let us handle the time-consuming aspects such as number-crunching and formatting

Doing so enables you to increase your productivity significantly while building stronger client relationships, by helping manage and grow their business

Sign up for a free trial today and make your own judgement as to whether or not we are the best FP&A platform for accountants and consultants. 

Can I collaborate with my practice's clients directly in The Business Plan Shop?

Yes, The Business Plan Shop lets you collaborate with clients with ease.

Discussions are centralised inside our application.

Invite users and control their permissions all in one place.

Can I work on multiple projects/business plans at the same time?

Yes, you can work on multiple projects or business plans at the same time and switch between them seamlessly.

Similarly, you can add multiple companies whilst creating forecasts and business plans for each.

Can I sync my client’s accounting data to The Business Plan Shop’s FP&A software?

Yes, you can sync your clients accounting data from Xero, Quickbooks or Sage (coming soon) to The Business Plan Shop in just a few clicks.

It's much quicker than manually importing financial data (as a CSV) into our software.

It also means that your clients data will update automatically, negating the need to make changes manually.

This data can be used to track your clients actuals vs. forecast or model various business scenarios.

Read our knowledge base article on syncing your accounting software with The Business Plan Shop 

How does the free trial for accountants and consultants work?

The free trial enables you to try our platform for free during 7 days in order to verify that it meets your requirements before buying.

Some features are limited during the free trial:

  • You can only create one business plan
  • The financials of the first year of forecast are visible, data for other years are hidden
  • You can export your plan in PDF but not in Word or CSV

You can create your account and start your free trial here.

How much does The Business Plan Shop’s FP&A software cost for accountants and consultants?

We offer both a monthly and annual subscription, whilst the price varies on the number of companies in your account.

Please visit our pricing page to learn about this in more detail.