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Revenue Streams
with Planium Pro
View Demo Make your client’s business more productive, profitable
and powerful with business planning tools.
  • Planium Pro is simple and efficient to use in my practice - all you have to do while creating a business plan is to input the data in each main section. Planium Pro assists me in expediting the process and staying on track.
    Amelia Monson
  • Planium Pro is a professional and stable software. I used to have all cumbersome Excel and Word templates for my clients, but now I use this time on our end goal without worrying about calculations accuracy or presentation!
    Martin M.
    Financial Advisor

  • Integrated software solutions - save time and import all your financial data directly from MYOB, Xero or QuickBooks into the Planium Pro Finance ‘Opening Position’.

  • 10-Year Finance - Ability to generate financial statements and projections with up to a 10-year horizon without outside and cumbersome spreadsheets.

  • Easy and customisable reporting - the ability to export flexible and fully editable business plans to .docx and .pdf files using various templates and themes.

  • Project Collaboration - multi-user and real-time team collaboration.

  • State-of-the-art design - visuals and insightful dashboards for Sales, margin and breakeven, Net Interest Expense coverage, Earnings and profitability and many more.

  • Access anywhere, anytime - work on business plans from anywhere using a standard internet connection and common web browser.

The real forte of the Planium Pro software includes an automatically generated and highly analytical bank-ready report that provides for a variety of intuitive charts such as Capital Structure, Asset Management, Return on Capita, Assets & Equity, to name a few. You can configure the types of dashboards to analyse multiple ratios and report on metrics.

  • Fantastic ability to automate and simplify complex financials and forecasting operations without using bulky Excel spreadsheets. Planium Pro also gives an in-depth analysis of your operations and marketing plan with great engaging visuals and dashboards.
    Chloe Kramer
  • We discovered Planium Pro, whose offering was within our needs. I can assure you that the software works much better than any other similar! It is Xero-MYOB-QuickBooks-compatible, so you can easily import your accounting data into the software. Excellent and reliable tool for business planning!
    Emma Carvosso

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Email us or leave a message in a live chat for one of our team members to get back to you as soon as possible. Those that need even more assistance also can benefit of an expert consultation from a business advisor.

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