Stop struggling with spreadsheets. Talk to your AI CFO, and watch a CFO-quality business plan materialize \u2014 with real benchmarks, seasonal projections, and team targets.
The Reality Check
The gap between "I should plan" and "I have a plan" costs businesses 20\u201330% growth every year.
You know you need one, but it’s March and you still haven’t started. The business runs you, not the other way around.
Hiring a CFO consultant for annual planning? That’s 2–5L minimum. For a document that’s outdated by Q2.
You downloaded 15 templates. Filled in the first 3 sheets. Then real work happened. The file sits there, judging you.
You set ambitious targets in April. By July, nobody remembers them. No tracking, no accountability, no nudges.
"The difference between businesses that grow 30% and those stuck at 10%? A plan they actually follow."
The Shift
Not a spreadsheet. Not a form. A conversation with your AI CFO.
Answer a few questions. Your AI CFO builds a complete plan with real numbers \u2014 not made-up projections.
4 Simple Steps
From blank slate to board-ready plan. AI does the heavy lifting.
AI reads your existing data — CRM, billing, team roster. Pre-fills company profile and industry benchmarks. You just confirm or adjust.
Revenue projections with seasonal patterns. Expense budget by category. Cash flow, margins, burn rate — all auto-computed.
AI suggests OKRs aligned with financial targets. Individual targets for each team member. Incentive plans that actually motivate.
Monthly actuals vs plan dashboard. WhatsApp nudges to your team. Quarterly AI review adjusting projections based on reality.
Comprehensive Coverage
Start simple. Upgrade as you grow. AI scales with you.
Your AI Executive Team
Not one chatbot. A team of specialized AI agents that know your industry and numbers.
Builds your P&L, forecasts cash flow, flags risks before they happen. Knows industry benchmarks for 16 verticals.
Industry benchmarks from 16 verticals. Know exactly where you stand against competition.
Cascades goals to team targets. Tracks execution weekly. Flags when someone falls behind.
Designs incentive slabs. Calculates payouts on payment receipt, not just booking. Indian slab-based structures.
WhatsApp reminders to your team with weekly targets. Monthly ‘State of the Business’ digest to you.
One-click board reports. Investor-ready. Audience-specific — board deck vs investor pitch vs internal review.
Connected to Reality
Connected to your CRM, billing, campaigns, team, and ERP. Always up-to-date.
Toggle ON = your real P&L flows from Tally or Zoho into plan actuals automatically. Bank balance, invoices, expenses, GST \u2014 all synced. Toggle OFF = manual entry.
Gamification
Track every metric against last year. Celebrate wins. Fix gaps early.
Plan Health Score
out of 100
Everything You Need
Objectives + Key Results per quarter with progress tracking
Milestones across 6 categories: product, sales, marketing, hiring, ops, finance
Tier-based incentive plans with eligibility rules and payout calculations
12-month targets per team member with auto-distribute and actuals tracking
Revenue, COGS, OpEx, CapEx — monthly editor with quarterly rollups
Save and restore any version of your plan. Never lose progress.
4 presets: Simple, Standard, Full, Custom — board-ready in one click
View-only shareable links with optional password protection
Optimistic vs pessimistic scenarios with cascading impact analysis
What-if modeling: ‘What if revenue grows 20% instead of 30%?’
Bidirectional sync between your plan and live campaign data
Vertical-specific guidance for 16 industries
Industry-Specific
Pre-built benchmarks and frameworks for 16 verticals.
Plan for seasonal revenue swings, staff hiring, Diwali and wedding season rushes, food cost optimization.
Project-based revenue, broker commission targets, marketing spend per project, site visit conversion.
MRR growth projections, churn modeling, CAC/LTV ratios, engineering headcount planning.
Patient volume planning, equipment CapEx, doctor scheduling, insurance revenue cycles.
SKU-level revenue, inventory cost planning, campaign ROI by channel, seasonal sale planning.
Included in Your Plan
Business Planning is included in every paid plan. No add-on. No upsell.
Solo founders & small teams. Revenue up to 2 Cr.
Growing teams (5–15). Revenue 2–5 Cr.
Scaling companies (15–100+). Revenue 5–50 Cr.
30 minutes with AI wizard. The AI pre-fills 80% from your existing data — CRM, billing, team roster. You confirm, adjust, and refine.
Yes. Create share links with optional password protection. Your CA gets view-only access. You can also export as PDF in 4 formats.
Yes, via AccountingClaw integration. Your real P&L actuals flow from Tally or Zoho into your plan automatically. Toggle on/off anytime.
16 industries with pre-built benchmarks: Restaurant, Real Estate, SaaS, Healthcare, E-commerce, Education, Manufacturing, Professional Services, and more.
Yes. Business Planning is included in every paid plan at no extra cost. Free plan gets 1 Simple plan (6 areas). Starter+ gets unlimited plans with all tiers.
Yes. Set editor and viewer access per plan. Team members see their individual targets and progress on their dashboard.
5 dimensions: Financial (P&L health), Execution (OKR progress), Team (target achievement), Consistency (monthly tracking), Freshness (last update). Scored 0–100.
Yes. Scenario planning generates optimistic and pessimistic variants. Sensitivity analysis shows cascading impact of changing one variable.
Your business deserves a plan. Not a dusty spreadsheet \u2014 a living, breathing plan that tracks itself, nudges your team, and adapts as the year unfolds.
Create Your Business Plan