Business planning tool
Turn operating assumptions into a usable business plan.
Northbasis helps teams build financial plans, review projections, and export materials for lenders, investors, and internal planning.
Workflow
Build the plan from the inputs that matter.
Inputs
Start with operating assumptions.
Set the timeline, starting point, payroll, sales, expenses, and cash flow adjustments.
Projections
Review the financial model.
Use generated income statement, balance sheet, analytics, and scenario views to test the plan.
Collaboration
Work with the right people.
Invite owners, editors, and viewers so the plan can be built and reviewed in one place.
Outputs
Export the materials people ask for.
Keep the working plan connected to the files used in reviews, funding conversations, and internal updates.
Excel workbook
Export saved inputs and generated reports for spreadsheet review.
PDF report
Produce a readable financial report from the current plan data.
Investor/lender package
Prepare a focused package with plan narrative and funding details.
Start with a blank plan or a template.
Use Northbasis when the plan needs to be structured, reviewed, and exported.