Model the drivers
Build revenue, cost, headcount, working capital, and financing assumptions around how the business operates.
Financial planning & analysis
Know what changes before you make the move.
Build connected forecasts, pressure-test assumptions, and see how strategic choices flow through cash, profitability, and funding needs.
PlanAI workspace
Product tour
See the model respond as assumptions change.
A short walkthrough of revenue planning, linked statements, scenario comparison, and funding readiness.
Product video placeholderConnected financial logic
A financial model that moves with your business.
Move from operating drivers to reviewable financial statements without losing the assumptions behind the numbers. PlanAI makes the model easier to explain, compare, and update.
Connect the statements
Link profit and loss, cash flow, and balance sheet views into one consistent forward-looking model.
Compare scenarios
Test changes in price, volume, hiring, spend, and financing side by side before committing.
A simpler workflow
Move from question to decision in one workspace.
- 01
Define the operating assumptions
Capture the drivers that matter, from pricing and volume to hiring, expenses, timing, and funding.
- 02
Build the connected forecast
Translate those drivers into monthly projections and linked three-statement financial views.
- 03
Test and communicate
Compare cases, identify pressure points, and prepare a clear financial story for stakeholders.
Built for useful output
Work your team can review, use, and share.
Revenue and unit economics model
Monthly operating forecast
Profit and loss statement
Cash flow and runway view
Balance sheet projection
Scenario and variance analysis