Annual financial planning
Excel file
Plan comptable (adaptable)
Services
Comptes Bilan et PP (pour mise en service)
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Plan comptable (pour mise en service)
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Annual financial planning
Description
Forecast annual budgets from the accounts
- Annual P&L projection from current accounts
- Balance sheet projection with cash flow calculation
- Modifiable future year budgets
- Taking manual adjustments into account in the projection
- Comparison with previous year (or established budget)
- Linking of accumulations with monthly P&L accounts (with activation)
- Integrable into our Single or Double Accounting applications
*Setup (travel not included)
Freely editable Excel files are provided with sample accounts. Optional implementation includes initial support:
- Explanations
- Customizations (chart of accounts)
- Budget-account links (search formulas)
Annual Maintenance Contract
- Further adjustments to your accounting system (new accounts, year changes)
Management Mandate
We also offer the benefits of the application in the form of a monthly controlling mandate at 50% of the price if you don't want to operate it yourself.
Return shipping costs may apply. The refund may be reduced if the item shows signs of use.
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