Finwize | Simple Business Planning

Replace Excel

Make Financial Planning simple and reliable

Transform the way you plan. Leave behind the limitations of spreadsheets and embrace a purpose-built tool designed for precise financial modeling and informed decision-making.

Ditch the spreadsheets: Automate financial planning with easy-to-use tools

Plan for every scenario: Visualize best- and worst-case outcomes.

Collaborate effortlessly: Share real-time updates with your team or investors.

Collaborate effortlessly

Align your team with a shared financial vision

Bring your team together with collaborative tools designed to streamline financial planning. Ensure everyone stays aligned and contributes to your goals effectively.Bring your team together with collaborative tools designed to streamline financial planning. Ensure everyone stays aligned and contributes to your goals effectively.

Shared workspaces for seamless collaboration

Assign tasks and track progress across teams

Unified dashboards to keep everyone on the same page

Plan for growth

Explore scenarios to plan confidently for the future

Test different strategies and assumptions with advanced scenario modeling. Understand the impact of decisions before they happen, empowering your business to scale smarter.

"What-if" scenario modeling for better planning

AI-driven insights for more accurate forecasts

Test revenue, hiring, and operational strategies

Discover how Finwize fits your business

Book a demo

Plan smarter

All the features you need

Finwize combines powerful templates, visualisations, and automation to eliminate the complexities of financial planning. Plan smarter, track actuals, and make confident decisions.

Ready-to-use templates

Kickstart your financial planning with customizable templates that fit your business model. Save time and avoid starting from scratch.

Bottom-up revenue planning

Build revenue projections from the ground up, using detailed assumptions and clear modeling tools that adapt to your business specifics.

Dynamic scenario modeling

Plan for the unexpected by creating multiple scenarios. Quickly see the financial impact of different decisions and adjust your plans in real time.

Interactive dashboards

Transform your plan into dynamic, interactive charts. View and combine data in different ways to uncover key insights at a glance.

Goal setting and tracking

Align your team’s efforts with financial goals. Set clear objectives, track actuals, and ensure everyone stays focused on what matters.

In-built financial planning

Leverage an intuitive, pre-designed financial model—no financial expertise required. Let Finwize handle the complexities so you can focus on strategy.

Export-ready reports

Generate professional reports for stakeholders, investors, or team discussions. Create accurate, VC-ready financial documents with ease.

Formula builder

Create custom formulas to model even the most complex financial scenarios. Adjust your assumptions and see real-time impacts on your plan.

Flowcharts to connect the dots

Visualize how different parts of your plan connect with flowcharts. Understand dependencies and relationships across revenue, costs, and goals.

Frequently asked questions

What is Finwize, and how does it simplify financial planning?

Finwize is an all-in-one financial planning platform designed for startups and small businesses. It combines ready-to-use templates, dynamic dashboards, and AI-guided insights to make financial planning easy, accurate, and efficient—no spreadsheets required.

How does Finwize compare to Excel for financial planning?

Unlike Excel, Finwize is purpose-built for financial modeling. It automates calculations, provides built-in templates, and offers dynamic scenario modeling to eliminate manual errors and save time.

Can Finwize handle complex financial models?

Yes, Finwize includes a formula builder and flowchart features to support even the most complex financial scenarios. Adjust assumptions, connect different parts of your plan, and instantly see the impact.

Does Finwize integrate with other tools?

Yes, Finwize integrates with accounting tools like QuickBooks and payroll systems, allowing you to sync actuals and keep your financial plans updated automatically.

What types of reports can I create in Finwize?

Finwize allows you to create investor-ready reports, professional financial statements, and dynamic dashboards tailored to your stakeholders' needs.

Create a Financial Plan
you can rely on

Why choose Finwize for Financial Planning?