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USE CASE

USER GROUP

With this app you can easily create a fully integrated P&L, cash flow and balance sheet plan in just a few minutes from an assumption table.

HOW TO GET STARTED

  • Upload your data in CSV format on the input table in the app view on the left by clicking on the menu icon

  • Then proceed to configuring the action with different options

  • Finally click on the Run button to see results of your operation
     

You can also use our apps in more environments:

  • Microsoft Power Automate - easily automate your workflows

  • Microsoft Excel via our plugin. Download our starter workbook to get your started

Excel starter workbook

HOW IT WORKS

This app revolutionizes your financial planning! You simply enter the planned transactions (a transaction is e.g. a monthly rent with 3% increase per year) and the app creates an integrated P&L, cash flow and balance sheet planning. Planning has never been easier!


The planning app is particularly convenient to use with the ZIPPYDOC for Excel add-in.

"Our app is not available on Mobile, please use Laptop or Tablet to use the app"

BUSINESS PLAN VIA TABLE

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