Strategic Financial Planning
Build data-driven financial plans that guide your business decisions. From budgeting to growth planning, get the financial roadmap you need. No more guessing - make decisions backed by solid projections.
What's Included
Everything you get with Finley's financial planning service
Budget Creation & Management
- Data-driven budget recommendations based on historical spending
- Category-level budgets with sub-category detail
- Monthly, quarterly, and annual budget views
- Variance analysis (actual vs budget) with explanations
- Rolling forecast integration with budgets
Growth Planning
- Revenue growth scenario modelling
- Headcount planning with salary and cost projections
- Investment timing analysis (when can you afford to spend?)
- Break-even analysis for new initiatives
- Capital requirements forecasting
Goal Setting & Tracking
- Financial goal definition (revenue, profit, cash targets)
- Progress tracking with visual dashboards
- Milestone alerts and achievement notifications
- Course correction recommendations when off-track
- Integration with cash flow forecasting
Common Problems We Solve
If any of these sound familiar, Finley can help
"I create budgets but never stick to them"
Finley builds budgets from your actual data, making them realistic from the start. Continuous variance tracking keeps you accountable with early alerts when you're drifting off-plan.
"I don't know how to plan for growth"
Model different growth scenarios - what if revenue doubles? What hiring can you afford? See the cash implications before committing, with recommendations for sustainable growth rates.
"My financial plans are always wrong"
Traditional plans fail because they're based on guesses. Finley uses your actual financial history plus AI pattern detection to create plans grounded in reality.
"I need a financial plan for investors but don't know where to start"
Finley generates investor-ready financial plans with clear assumptions, multiple scenarios, and professional formatting. Enter investor meetings confident in your numbers.
How It Works
From upload to insights in minutes, not weeks
Analyse Your Current State
Upload your financial data so Finley can understand your current revenue, expenses, and cash flow patterns.
- Historical data analysis establishes baselines
- Current run rate calculations
- Expense categorization and trend identification
- Seasonal pattern detection
Define Your Goals
Set financial targets - revenue goals, profitability targets, cash reserves, or growth rates you're aiming for.
- Revenue and profit targets
- Cash reserve requirements
- Headcount and hiring goals
- Investment priorities
Generate Your Plan
Finley creates a financial plan that bridges your current state to your goals, with realistic milestones and resource requirements.
- Monthly budget allocations
- Revenue projections with multiple scenarios
- Cash flow integrated planning
- Key assumptions clearly documented
Track & Adjust
Monitor progress against your plan with real-time variance tracking. Adjust the plan as conditions change.
- Monthly variance reports
- Trend analysis showing if you're on track
- Plan revision capability
- Scenario updates as new information emerges
Why Choose Finley
What makes our financial planning different
Plans Based on Real Data
No more finger-in-the-air budgeting. Finley plans start from your actual financial history, making them realistic and achievable from day one.
Multiple Scenarios, One Click
Model conservative, moderate, and aggressive scenarios instantly. Understand the range of possible outcomes and plan accordingly.
Living Plans, Not Static Documents
Your plan updates automatically as new data comes in. Track variance in real-time and adjust before small deviations become big problems.
Investor-Ready Output
Generate professional financial plans and projections suitable for board meetings, investor presentations, and loan applications.
No Finance Degree Required
Clear guidance helps you set realistic goals and create sensible plans even if you've never done financial planning before.
Integrated With Everything Else
Your financial plan connects with cash flow forecasting, expense analysis, and budgeting for a complete financial picture.
Frequently Asked Questions
Common questions about financial planning
What kind of financial planning does Finley support?
Finley helps with operational budgeting, cash flow planning, growth modelling, and scenario analysis. For complex M&A, fundraising strategy, or tax planning, we recommend supplementing with human advisors who can use Finley data.
Can I create monthly, quarterly, and annual plans?
Yes, you can create plans at any time horizon. Most users start with monthly budgets that roll up into quarterly and annual views. The system maintains consistency across all time periods.
How do I adjust my plan if things change?
Plans are easily updated. You can create revised forecasts any time and compare them to your original plan to understand the impact of changes. Version history lets you track how your planning evolved.
Can multiple people collaborate on the plan?
Enterprise users can invite team members with different access levels. Share view-only access with board members or editing access with your finance team.
How detailed can the planning get?
As detailed as you need. Plan at the category level for simplicity, or drill down to individual line items for detailed budgeting. The choice is yours.
What if I've never created a financial plan before?
Finley guides you through the process with templates, suggestions, and explanations. Our AI-generated starting point gives you something to work from rather than starting with a blank page.
Need Urgent Help?
Need an urgent financial plan for an investor meeting or board presentation? Upload your data and generate professional projections immediately. Our rapid planning mode prioritizes speed without sacrificing accuracy.
Response Time
Basic financial plan in 60 seconds. Detailed plans with scenarios in under 10 minutes.
Available 24/7 for Pro users
Where We Operate
Financial planning works with any currency. Plans can be created in GBP, USD, EUR, or any other currency your business operates in.
Ready to Get Started?
Try financial planning free - no credit card required. Upgrade to Pro for unlimited access.
Free tier available • Pro from £49/month • Cancel anytime