The Business Plan Shop makes your Xero data actionable

The Business Plan Shop lets you easily build forecasts using accounting data from Xero as a budgeting base, track actuals vs. forecast, model scenarios, and more.

best apps for xero: the business plan shop's online financial forecasting software

Connecting Xero to The Business Plan Shop lets you:

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Build the medium-term financial forecasts you can't do with Xero

The Business Plan Shop offers advanced financial forecasting capabilities

Xero offers a simple one-year budgeting tool and a short-term cash flow forecasting tool - while both are helpful, they don't allow you to project your business' performance over the medium term or model complex financial elements.

To effectively plan business' growth and anticipate financing requirements you need to use a longer time frame. The Business Plan Shop let's you create complete 3-ways forecasts spanning up to 5 years. Each forecast includes a P&L, balance sheet and cash flow statement with monthly & yearly details.

You can use historical accounting data from Xero as a starting point to create your forecast instead of starting from scratch.

Our forecasting tool goes further than the simple budgeting tool included in Xero, enabling you to accurately model each element according to the specificities of your business whether you have complex payment terms with your client or suppliers, loans with specific repayment schedules, variable costs using a variety of drivers, and much more!

budgeting integrations for xero: The Business Plan Shop's online software - balance sheet

Create and compare scenarios to be prepared for all eventualities

Model best case and worst case scenarios in just a few clicks

Making business decisions is tough.

The Business Plan Shop makes it easier by letting you assess the impact each decision will have on your business' finances.

Thinking about repaying a loan early? Debating between hiring and outsourcing?

Our scenario analysis tool lets you quickly model each outcome, so that you can make data driven decisions after seeing the precise impacts they'll have on your financial statements.

See the impact of your decisions on your P&L, balance sheet, and cash flow

Plan for the best, and reduce risk by also preparing for the worst

cash flow apps for xero: The Business Plan Shop's scenario analysis tool
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Compare actuals in Xero vs. forecast in The Business Plan Shop

The Business Plan Shop makes it easy to maintain an up-to-date forecast

In business, things rarely go exactly according to plan. That's why it's vital to actively check if you are on track to deliver your forecast and make adjustments if needed.

Connecting Xero with The Business Plan Shop makes this easy:

We'll automatically pull your latest accounting data so that you can compare it to what was planned in your forecast

You can easily update your forecast without having to start a new one from scratch using either your previous forecast or your accounting data as a budgeting base

The Business Plan Shop's actuals vs forecast tool using Xero data: profit and loss statement

Analyse historical financial data from Xero and set targets for your KPIs

The Business Plan Shop makes KPI tracking and trend analysis easy

Whether you are trying to improve profitability, grow aggressively, or just maintain credit metrics above covenants limits: our system defined KPIs and flexible formula builder let you monitor the KPIs that matter to your business and set goals for each of them.

Our trend analysis module let you plot historical and forecasted financial data and KPIs so that you can spot trends before they become the norm, and anlyse historical data to inform your forecasts.

The Business Plan Shop's KPI dashboard software using Xero actuals and forecasted data to track targets
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Create professional business plans to help secure financing

Write robust business plans covering all bases in no time

Our business plan writing tool contains instructions and examples that negate writers block and help you power through your business plan with confidence.

Our pre-filled business plan templates each contain a three-way financial forecast and a complete written plan. Take inspiration from these or replace the text and numbers with your own business' details to make the plan your own.

Because your financial forecast is integrated into your business plan, it will automatically update anytime you make changes to the numbers. This way, your business plan will always remain accurate.

Once your business plan is complete, simply download it in PDF or Word format and receive a professional and beautiful document, ready to be printed or emailed straight to investors or lenders.

business planning tool for Xero users by The Business Plan Shop: text editor including a financial plan

Use our accounting data as a budgeting base to create forecasts

With The Business Plan Shop, you won't have to build forecasts from scratch

Sync your accounting data from Xero to The Business Plan Shop and create new financial forecasts in just a few clicks.

Our software will use your last 12 months of accounting data as a budgeting base and automatically populate your opening balance sheet with existing assets, equity, and liabilities.

Want to amend your forecast or add more assumptions? Simply adjust the figures in our financial forecasting software or enter new figures where relevant. Your financial statements will automatically update, each time you change the numbers, meaning you won't have to do anything manually, reducing the likelihood of errors.

best budgeting tool for Xero users: The Business Plan Shop

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

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.

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

Hervé A.

Excellent, because it's very easy to get started with. You just have to follow the approach indicated by the software. In any case, even if you forget something, and you come back to it, the software recomputes everything.

Gérard V.

Read more reviews and customer stories

Try The Business Plan Shop For Free

There’s only one way to make up your mind about a new service - by trying it out for free. So we’re offering a free trial run on our platform for 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.

Frequently Asked Questions

How do I sync my Xero data with The Business Plan Shop?

You can sync your accounting data from Xero to The Business Plan Shop in just a few clicks.

Follow the step by step instructions in this knowledge base article on syncing your accounting software with The Business Plan Shop

What are the benefits of syncing my Xero data with The Business Plan Shop?

Xero users can connect their accounting data to The Business Plan Shop in no time!

The main benefits in doing so are:

  • It's much quicker than manually importing financial data (as a CSV) into our software
  • You won’t have to worry about updating your accounting data because our software syncs with your accounting software automatically
  • Using actuals data from Xero as a budgeting base to create new financial forecasts on The Business Plan Shop in just a few clicks
  • Use historical data from Xero to track your actuals vs forecast and ensure that your business is heading in the right direction - or make adjustments if needed
  • Create vibrant trends to analyse your historical data in greater detail to help with business decision-making.
  • Model multiple scenarios and view the impact that each one has on your business' finances
How does the free trial work?

The free trial enables you to try the software 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 forecasted financials of the first year are visible, data for other years are hidden
  • You can export your plan in PDF but not in Word or CSV
  • No access to our business plan templates

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

How much does The Business Plan Shop cost?

The Business Plan Shop offers different plans.

Our prices vary based on whether you are a small business or a financial advisor, the size of your business and how many companies and forecasts you need to create.

All our plans include our Xero integration.

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

Can I collaborate with my team or accountant in The Business Plan Shop?

Yes, you can invite multiple users to work on a plan, forecast or report at the same time.

Is The Business Plan Shop the best accounting and reporting tool for Xero users?

The Business Plan Shop is arguably one of the best accounting and reporting tools for Xero users because:

  • Our financial forecasting software lets you build medium and long-term forecasts using your actuals data, which isn't possible on Xero's platform
  • We make your Xero data applicable by letting you compare your forecast (created on The Business Plan Shop) vs actuals to make business-related decisions
  • We enable you to use your Xero data to model business scenarios, eliminating possible guesswork during decision-making
  • We enable you to plan business growth strategically using our business planning tool and templates which contain instructions and examples to draw inspiration from
  • Our financial dashboard software lets you build and track KPIs using your Xero data to ensure that your business is heading in the right direction
  • We let you accurately map out your business structure to match your Xero chart of accounts
  • And much more...

But you shouldn't take our word for it: try our solution for free and make your own opinion as to whether or not we are truly the best accounting and reporting tool for Xero users such as you!