Accounting Software Business Plan | Financial Model | Pro Forma | Startup Budget


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Accounting Software Financial Model/Business Plan Excel Template

Pitch Deck Template For PowerPoint, Keynote & Google Slides

Business Plan Guide and Business Plan Template in MS Word Format

Financial Dashboard in Excel To Track Your Business Performance





Generates 5-year accounting software pro forma income statement template excel, cash flow forecast template excel, financial dashboard, and core metrics in GAAP/IFRS formats automatically. Consider using accounting software financial plan template excel before buying the accounting software business. Unlocked - edit all.


The accounting software Excel business plan forecast template is a very sophisticated planning tool to obtain a company’s quick and reliable financial results. It includes all required forecasting reports, including assumptions, monthly and annual p&l forecast, business plan cash flow template, balance sheets, company valuations, and startup summary, to determine its performance. All statements and reports integrated and connected everything in a well-structured way, from assumptions to all financial statements and performance KPIs in a deal-proven way. Moreover, accounting software excel financial model provides data visualization graphs that clearly depict the company’s financial health so that the user can easily track its performance.



Our Accounting Software Financial Plan For Business Plan contains all analysis reports and calculations, specifically useful for operational management, investors, and financial analysis. This accounting software business plan template xls made by our team is designed to help you make informed principal business and financial decisions bases on accurate reporting.


If you want to start your accounting software business, and you have no clue where to start your complete business plan. So, you are in the right place.


This model has specifically designed by considering all your online book store financial operation reporting needs. First, it will allow you to build a financial draft for your business. Then, you will be able to determine the volume of initial capital investments and working capital requirements that would be required to finance your business. Therefore, it would make it much easier to forecast monthly sales and expenses.


This accounting software Excel financial model in excel accounting software enables you to establish the 60-month financial statements such as cash flow excel sheet, projected income statement template, and pro forma balance. Further, using this accounting software excel financial model, you can calculate relevant key metrics such as FCF, IRR, NPV, and break even point in sales dollars. This model’s objective is to provide you an estimation of your financials by estimating all risk and liquidity factors.



All in One Place

Our financial model business plan is fully customizable, and you change the core parameters such as company financial report, operating costs, hiring plan, pre seed valuation, cap table for startups, and reporting as per your needs. This startup pro forma template also allows you to alter the projection that suits your business; even you can add new projections.
In addition, you can add new assumptions and forecasting methods in our flexible startup financial model that suits your business. Our templates are fully customizable, and you can edit every cell and formula as per your needs and tailor the whole budget financial model for your business needs.

Accounting Software Financial Projection Excel Template All In One


A three way financial model contains a versatile dashboard, which is considered a very valuable tool and helps professionals to solve many problems. For example, it is used for the purpose of conducting financial reports. It is used to analyze and evaluate financial indicators. It provides important data very quickly and as accurately as possible, which is extremely important for any startup company.
The panel reflects financial data of different origins, which helps assess the overall health of the company and influences important decisions and the development of further strategy. It helps to optimize the financial management of the company and not to lose sight of important data that may be needed at any time. Creating honest financial reports can help you build relationships with other company stakeholders, because guaranteeing accounting transparency is very important in the world of business cooperation.

Accounting Software Cash Flow Projection Excel Template Dashboard

Startup Financials Template

Our well-designed startup financial model template excel is capable of creating all necessary excel financial statement template, calculation, and forecast to help the entrepreneurs. With reports, charts, and graphs generated by the pro forma financial statements template excel, you can effortlessly communicate with investors and financiers to convey your proposal or the company's progress.
These compact graphs and charts summarize the financial data for a presentation to potential investors.

Accounting Software Business Plan Excel Template Summary Financial Statements

Source And Use Of Funds

The sources and uses of funds statement template in our 5 year financial projection is primarily a very important indicator for investors. It gives them the necessary data about the size of investments and the needs of the company. It also shows exactly how the company wants to achieve additional sources of revenue, and what the allocated funds will be spent on.
This information can be very helpful when making a report. For example, the bank is interested in knowing all sources of income, including alternative sources. Keeping everything under control is very difficult, especially when money moves chaotically every day. That is why the 5 year cash flow projection template excel is recognized to build a clear structure and ensure the accuracy of calculations. The sources and uses template should be created in balance with the rest of the indicators and ensure that all data is correct.

Accounting Software Financial Projection Excel Template Sources and Uses Breakdown Report

Break Even Point Analysis

Breakeven analysis - a tool used to determine when a business will be able to cover all its expenses and begin to make a profit. To calculate your break even graph you will need to identify your fixed and variable costs. Fixed costs are expenses that do not vary with sales volume, such as rent or administrative salaries. These costs have to be paid regardless of sales and are often referred to as overhead costs. Variable costs vary directly with the sales volume, such as the costs of purchasing inventory, shipping, or manufacturing a product.

Accounting Software Cash Flow Forecast Excel Template Break Even Chart

Top Revenue

Revenue is the most important metric while designing any financial modelling excel template. It is the core Financial that drives all other metrics inside the startup costs template. Due to its vitality, the analyst must give special attention to revenue management while planning any strategy for revenue projections in any startup financial model template excel.
The historical data is the base of growth rate assumption while revenue forecasting. In our financial model excel, the revenue tab is flexible enough to find the revenue projection by using various scenarios.

Accounting Software Financial Forecast Excel Template Top Revenue

Business Top Expense Categories

In the Top Expenses tab, you can generate a summary cost report. It is an internal report that details the costs required to run a business. You can use expense reports to track expenses by category and organize tax time.
Of course, based on this data, you can rationally plan your 3 year financial projection template excel for future periods.
You can use expense reports to view your total expenses for a specific reporting period, usually a month, quarter, or year. You can also check whether the total costs were higher or lower than expected, analyze the results, and consider these indicators to analyze development scenarios and plan the accounting software development.

Accounting Software Financial Model Excel Template Top Expenses




A accounting software excel pro forma template is a necessary financial tool for companies of all stages and sizes. Companies need to have a clear understanding of their costs, risks, and key ratios. The business plan excel template allows users to understand where to pay more attention or devote more effort and resources based on the model outputs.
It provides business owners with leading indicators of problems and supports the strategic decision-making process to address any weaknesses.

Accounting Software Business Plan Excel Template Variable Expenses Inputs

CAPEX Expenditure

This business plan excel template consist a CapEx calculation with pre-built formulas helps users calculate the volume of capital expenditures using numbers in the pro forma profit and loss statement and projected balance sheet for 5 years in excel format.

Accounting Software Financial Plan Excel Template Capital Expenditure Inputs

Loan Financing Calculator

The loan repayments schedules are very important for startups and growing companies, so they should be monitored. The loan repayments schedules define all the information about loans, such as the principal amount, the terms, maturity period and the interest rate.
Since the loan payment schedule involves the cash flow, it is an important part of the cash flow analysis. The repayments of loans impact the company's forecast cash flow statement, and the principal debt amount is reflected in the balance sheet. Further, the repayments are part of the pro forma cash flow, and a vital part of the company's financial activities.

Accounting Software Financial Model Excel Template Debts Inputs



Profitability KPIs

EBITDA (Earnings before interest, tax, depreciation, and amortization) is a core financial metric that measures a company's profitability. This metric includes both monetary (e.g., revenue and cost of goods sold) and non-monetary items (e.g., headcount expenses). It is measured over a defined period of time (monthly, quarterly, or annually) and shows the potential profitability of a leveraged buyout. EBITDA is a widely used financial measure among many market sectors.

Accounting Software Financial Plan Excel Template EBIT EBITDA

Pro Forma Cash Flow Statement Template

The cash flow statement is a key three key financial statements since, for many businesses' their main focus is generating positive cash flows. This statement captures the company's current funds and can warn users if there is not enough cash for the business to qualify for new financing.

Accounting Software Financial Forecast Excel Template Cash Flow Metrics

KPI Benchmarks

This business forecast template has a tab for financial benchmarking study. This study involves a financial analysis of performance and comparing the company's results with other companies' financial indicators in the industry. Conduction of the financial benchmarking study helps users assess a company's overall competitiveness, efficiency, and productivity.

Accounting Software Financial Forecast Excel Template Core 75 SaaS Metrics Benchmarks

Projected Profit And Loss Template

It is vital to employ the projected income statement template for your business to be profitable, as this model is the best approach to forecast all of the company's losses and earnings. This is critical for every startup that wants to generate a lot of money in the future.
Furthermore, this financial modeling for startups prepares a yearly report based on the available data, ensuring that no details are overlooked. As a result, you'll know the after-tax balance as well as the net profit.

Accounting Software Cash Flow Projection Excel Template Summary Profit and Loss Statement

Pro Forma Balance Sheet For A Startup Business

The pro forma balance sheet for a startup business is a snapshot of a company's financial situation at a specific point in time. This report is important on its own for stakeholders to view a company's assets (liquid or otherwise), liabilities (short- or long-term), and equities. The projected balance sheet for startup business becomes even more meaningful when complemented with the projected income statement template.
Together, these two reports reveal how much investment is needed by the company to generate a certain level of sales and profits. Forecasting the projected balance sheet template excel as part of the pro forma template is key to seeing what the company's financial situation is at a point in time in the future and to clearly and sufficiently prepare the company for the level of revenues it is predicting.

Accounting Software Financial Forecast Excel Template Summary Balance Sheet



Pre Revenue Company

This accounting software feasibility study template excel provides a template for valuation analysis using Discounted Cash Flow (DCF) methodology. When this valuation is generated, the template will also calculate and help users analyze additional financial metrics, such as residual value, replacement costs, market comparables, recent transaction comparables, etc.

Accounting Software Financial Plan Excel Template DCF Valuation

Cap Table Template

Cap Table Model gives us a full range of information about the financial condition of the company. It reflects the full structure of the company, showing who owns what, what percentage of the shares each investor has, and how much money has been spent.
The cap table for startups includes equity shares, preferred shares, options and other indicators that reflect the overall condition and number of securities of the company.

Accounting Software Business Plan Excel Template Capitalization Table



5 years forecast horizon

Generate fully-integrated accounting software business plan financial template for 5 years (on a monthly basis). Automatic aggregation of annual summaries on outputs tabs.

Works for startups

Financial Model In Excel Template creates a financial summary formatted for your pitch deck

Currency for inputs and denomination

In financial projection template excel define any currency code or symbol and preferred denomination (e.g. 000s) to reflect your preferences.

We do the math

Financial Model In Excel Template has all the required features ready with no formula writing, no formatting, no programming, no charting, and no expensive external consultants! Concentrate on the task of planning rather than programming.

Consistent formatting

Consistent formatting and building out tabs that have a clear purpose will help you when you need to come back to your model to test a new hypothesis



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Darren Scott




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Accounting Software Business Plan | Financial Model | Pro Forma | Startup Budget