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Financial Projections Software for Founders and SMEs

Create projections from editable assumptions, review the logic behind the numbers, and keep the financial story connected to the rest of the plan.

Best for founders and SMEs that need numbers they can explain.

What this helps with

  • Formula-driven financial logic
  • Editable assumptions
  • Cash flow, break-even, and scenario visibility

How the workflow supports this

Build projections you can explain

Funderly keeps financial outputs formula-driven and editable, so founders and SMEs can see the assumptions, revenue drivers, and numbers behind the plan.

  • Track cash flow, burn, runway, break-even direction, and the assumptions behind those movements.
  • Keep sales drivers, costs, funding inputs, and financing logic visible instead of buried in a static document.
  • Align the financial model with the business narrative, plan sections, and export outputs.

Keep the numbers tied to the assumptions

The financial plan stays connected to the assumptions behind it, so users can review what changed, why it changed, and how it affects the final outputs.

  • Use structured prompts to think through pricing, volume, cost, timing, and funding assumptions.
  • Calculations remain consistent, editable, and easy to review when assumptions change.
  • Exports reflect the same financial logic shown in the plan, so the story and numbers stay aligned.

Use cases

Related planning paths

  • Business Feasibility Analysis for Founders and SMEs

    Evaluate whether the business makes sense in a real market, understand the customer and competitor picture, and turn early findings into practical next steps.

  • Loan-Ready Business Plans and Financial Documents

    Turn planning inputs into a complete, exportable business plan — a structured narrative, a formula-driven financial pack, and documents in the format a lender, grant reviewer, or partner will actually accept.

  • Business Plan for an SBA Loan

    SBA lenders check specific numbers before approving a 7(a) or similar loan — debt service coverage, a realistic repayment schedule, and a credible use-of-funds picture. Funderly builds those numbers into the plan instead of leaving them to a generic financial section.

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Related guides

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