Features
One plan. Every number, document and deck.
Auziplan turns a profit goal into audited-looking statements, diagnostics and a presentation pack — localised to where you actually trade.
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Plan overview
Revenue, labour, tax and net profit solved from your goal — with a live benchmark read on every plan.
New — our point of difference
Chronological Ledger Unpacker
Drill into any headline number and unpack it into the individual entries behind it — add, edit or delete rows and the whole plan re-solves instantly. Every figure is traceable to a line item, so lenders can audit the plan instead of trusting it.
Live what-if scenario slider
Move your profit goal from −50% to +200% and watch revenue, volume, staffing, tax and funding re-solve in real time. Stress-testing happens in the same model, not a duplicated spreadsheet tab.
AI Commercial Lease Scouter
Search real commercial premises against your plan's occupancy budget and floor-area needs, then send an AI-drafted agent enquiry. No other planning tool connects a modelled rent line to actual available premises.
Xero, MYOB & QuickBooks sync
Pull real trading data into the Actual vs Projected view; synced fields lock so your reported numbers can never be edited by hand. The plan keeps living after launch — it becomes the variance report, not a one-off document.
Inline AI enhancer
Sharpen any narrative field in place — summaries, marketing copy, pitch slides, investor notes — without leaving the page. Writing assistance is embedded in the document, not a separate chatbot to copy from.
Heal Financial Plan
Auziplan diagnoses imbalance, negative runway and out-of-range benchmarks, then repairs the plan and shows exactly what it changed. Self-correcting balance sheet: the statements are always internally consistent.
Proposals & e-signature portal
Issue re-equity and investor proposals from your plan numbers and share a private signing link with a legally structured document. Deal documents are generated from the model, so terms and figures can't disagree.
Cloud auto-save & plan sharing
Every keystroke is saved to the cloud, versioned per plan and shareable with an accountant, partner or lender by link. Collaboration without emailing spreadsheet versions around.
Modelling
Country compliance matrix
Australia, the United States, the United Kingdom and Canada — currency, payroll levy, corporate tax, GST/VAT rate and registration thresholds applied automatically.
Editable AI assumptions
Start-up costs, amortisation, debtor days, creditor days, stock turns and VAT recovery are researched at plan creation and can be overridden at any time.
Loan amortisation engine
Term, rate, monthly repayment, interest split and closing balance flow through the P&L, balance sheet and coverage ratios.
Reporting
Statements by period
Profit & loss, balance sheet and cash movement viewable weekly, monthly or across five years — with fiscal-year proration for a short year one.
KPIs & health scorecard
Break-even, runway, contribution margin, debt service coverage and a weighted letter grade out of 100.
Exit strategy roadmap
Trade sale, private equity, management buyout and legacy hold, priced on sector EBITDA multiples.
Presentation
AI investor pitch deck
Editable slides generated from your actual numbers, ready to present or print.
Strategic marketing plan
Positioning, channels and a 90-day activation plan tailored to your industry.
Print Centre dossier
Pick cover style, theme colour and the exact documents — investor pack, bank loan report, GST/VAT summary and legal templates.
Custom branding
Your logo, owner details and corporate colour carried across every page of the pack.
Industry templates
Six pre-filled, investor-ready demo plans to clone as a starting point.
Free includes one complete plan
Upgrade to Pro for unlimited plans, branding, decks and PDF dossiers.