Financial Planning & Business Performance Management

A new way to plan, budget, and report results. Save time, improve accuracy, and delight your stakeholders with GrowthPlan™.

Model

  • Forecast your revenues and plan a 5-year pro forma financial model
  • Top-down planning for revenues, COGS/COR, and operating expenses
  • Bottom-up planning for sales (by rep) and marketing (by marketing spend)
  • Accurately forecast staffing needs, CapEx and cash flow—great for SaaS and subscription sales models
Model

Budget and Workflow

  • As CFO, set up an annual budget with guardrails and metric-based goals (e.g., OKR’s) for each department
  • As a department manager, get custom views and to-do’s based on your role
  • As CFO, manage the roll-up, allocations, and produce and complete pro forma financials
Model

Report

  • Import financial results on a monthly basis to track performance to plan
  • Full financial reporting of balance sheet, and statements of cash flows, and P&L by account or by department
  • Provide a portal to all you stakeholders (investors, board members, even employees), with role-based access to appropriate reports
Model

Integrations

Pricing

Starter
$350 per month

Up to 3 users, billed annually

For more than 3 budget editors,
see our Team edition

20 Report-Only Users
  • Full P&L, Balance Sheet and Cash Flow
  • Custom Dashboards and KPIs
  • Scenario Planning
  • Workforce Planning
  • Dynamic Org Charts
  • Financial Reporting
  • Integration with QuickBooks, Xero, Insperity, HR Systems
Starting at $600

Quick-Start Custom Onboarding

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Team
$1,500 per month

First 3 users, billed annually

$59/month

Additional users, billed annually

Unlimited Report-Only Users
All features from Starter, plus:
  • Departmental Budgets
  • Departmental P&L and Budget v. Actuals
  • Team Collaboration
  • Inter-departmental Allocations
  • Role-based security (including payroll-restricted budget users)
  • Audit log and visual change history
  • Integration with Intacct, NetSuite
Starting at $3,000

Quick-Start Custom Onboarding

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Enterprise
$2,900 per month

First 3 business units, billed annually

$99/month/user
$399/month

Additional business units, billed annually

unlimited Report-Only Users
All features from Pro, plus:
  • Multiple Business Units
  • Multi-currency
  • Multi-regional
  • Consolidated Financials
  • Data warehouse / API integration
Starting at $6,000

Quick-Start Custom Onboarding

Sign Up

GrowthPlan for Startups

Special pricing for startups! Get up to 90% off GrowthPlan Team Edition.
Learn More

Learn More

1-855-930-3355 or support@growthplan.net