Built on an Engine 5,000 Businesses Already Use
Our financial engine started as the forecasting spreadsheet around 5,000 business owners have bought, checked by thousands of them and their accountants. Toolkit Pro layers in current market research with real, checked sources.
Get Started →What's Included in Financial Forecasts
An Engine 5,000 Businesses Already Use
Not a stock template: the same engine thousands of owners and their accountants have tested against real trading numbers.
AI Market Research Import
Our AI pulls live market size, growth rates, and competitive data for your industry. Your plan arrives pre-researched.
Mathematical Guardrails
Automated validation catches projections that can’t be right. If your statements don’t tie out or a figure is impossible, it tells you — before your lender does.
3-Year Projections
Full P&L, cash flow statement, and balance sheet projections across a 36-month horizon. Exactly what banks and investors require.
Scenario Planning (coming soon)
Best, base and worst case side by side, to show investors you have thought through the risks. Coming to Toolkit Pro.
Plan vs Actuals (coming soon)
Track real performance against your forecast. Coming to Toolkit Pro.
How the Financial Model Works
Answer a Few Questions
Tell us how you sell, what it costs to deliver, who you employ and how you are funded. The setup wizard turns the answers into a full forecast.
Input Your Assumptions
Enter your revenue model, pricing, headcount plan and key cost drivers. Guardrails flag anything that doesn’t add up.
AI Enriches Your Data
Our AI imports current market size and growth data for your sector. Your addressable market is calculated from real sources.
Review Your Forecast
Three-year P&L, cash flow, and balance sheet outputs are generated automatically. Adjust any assumption and watch the model update in real time.
Export to Your Plan
Financial forecasts integrate directly into your Business Plan Builder output — properly formatted for banker and investor review.
Build Financials That Pass Any Scrutiny
Mathematical guardrails. A proven engine. Market research with sources. All in one tool.
Get Started →Prefer to talk it through? Book a free call