Startup Financial Plan

A 7-minute overview about the software platform (startupfinancialplan.ai) including the four input apps and the five layer model or structure. Also includes ways that you can participate in this software project before its launch.

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Business Rules Baked In

Depreciation Schedules automatically are generated for all asset purchases with posting of monthly entries to financials. Loan payment schedules are automatically generated with monthly entries to the financials. Calculates your appropriate contingency reserve in your cost estimate. Optimizes the cash flow statement.

Join the Exclusive Beta Team

Building a financial plan in Excel is tedious, confusing, and time-consuming. I am launching a new online app built specifically for small business owners who want a clear financial roadmap without the headache of Excel.

I am looking for 25 small business owners to participate in the exclusive, free beta test. Get free and early access to the software and all reports + 20% discount when released

Become a Beta Tester

Free, early access to the financial planning tool.

Custom financial plan (PDF & Excel) for your business.

Direct input into the final version of the software.

Discount pricing with future releases.

How the Beta Test Works

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A Team of AI Advisors

The Model will include a team of six (6) AI Advisors that work together as a unified team to strengthen your financial forecast. The AI Advisors include: Funding Strategy Advisor | Cost Structure Optimizer | Cash Flow Guardian | Pricing & Margin Advisor | Sales Forecast Realism Checker | Working Capital Manager

My goal is to leverage Artificial Intelligence as much as possible, allowing business owners to build great financial plans without ever touching a spreadsheet

Matt Evans

Project Sessions with AI Agents

There is a real lack of continuity when working with AI Agents. Each day (or session) you have to on board a new agent. It's like on boarding a new employee every day. To solve this problem, I established communication rules and a Standard Operating Procedure. Also, make sure you can read and write markdown (md) files - this how AI Agents capture text and create project artifacts

Standard-Operating-Procedure-Sessions (pdf)

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Communication_Contract (pdf)

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How_to_Communicate_with_Admin (pdf)

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The Guts Behind the Software

Changing Scope to Ensure Good Design

A direct look into what happens when you change scope to ensure strong UI (User Interface) / UX (User Experience) design. This is important for ensuring that you the end user can use advanced features such as the AI Advisors

AI Agents Manage the Changes

What happens when you make a major change to the software - AI Agents are instrumental in managing changes. This is the future of software development

Two More Key Lessons

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