Who this plan is for
Business is designed for founders, owner-managers and small companies that primarily need calculations, saved scenarios, forecasting, dashboards and professional reports without the operational CRM/client-service layer.
Recommended workflow
Create a project, complete the business profile, run the relevant calculators, save important simulations, compare scenarios, review Forecast vs Actual and generate a PDF report for internal or financing discussions.
What to use regularly
Cash-flow forecasting, break-even and target-profit models, funding requirement, loan capacity, valuation, pricing, dashboards, scenarios and reports.
When to upgrade
Move to Business Pro when you need CRM, billing, a client portal, document workflows, communications or automation.
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