Financial Planning for Startups and SMEs

Create a 5-Year Financial Plan in Minutes – No Excel or Finance Skills Required

  • No financial skills required
  • Guide you step-by-step
  • Get projections
  • Calculate your valuation
  • Export to Excel or PDF
Financial forecast dashboard showing 5-year business projectionsStart your 5-year plan now

Free forever plan available. No credit card required.

As a founder who isn't a numbers specialist, I needed a reliable reference point to get all our financials in order. Uniflow made building our complete model intuitive—getting our entire forecast set up in under 40 minutes was a game changer.

Ben Avery

Ben Avery

Founder , Solar Palz

solarpalz.com

Helped us forecast cash flow easily. The predictive analytics gave us confidence in planning for next year’s expansion.

Mike Johnson

Mike Johnson

CFO, EcoBuild

Uniflow has saved us dozens of hours on financial planning. It feels like having an AI fractional CFO in your pocket—giving us immediate clarity on our runway and revenue model.

Felix Robinson

Felix Robinson

Founder, Pet Trust UK

www.pettrustuk.com

Made fundraising a breeze. With detailed and accurate projections, we impressed potential investors and closed our funding round early.

Diego Morales

Diego Morales

CEO, FundFlow

The platform is exceptionally straightforward. Plugging in our operational figures gave us an instant, accurate financial model that transformed how we pitch growth plans.

Sarah Giles

Sarah Giles

Business Development Manager, Velocity Cycle Couriers

www.velocitycc.co.uk

Great for valuation calculations. It has a range of tools that make determining our worth straightforward and accurate.

Laura Chen

Laura Chen

Finance Manager, ScaleUp

Very helpful for our financial planning. It allowed us to streamline processes and improve our accuracy without adding extra workload.

Claire Jones

Claire Jones

Founder, Simply stories

www.simplystories.ai

Perfect for SaaS projections. We use it regularly to adjust our growth strategies and align our product development with revenue goals.

Daniel Wilson

Daniel Wilson

Founder, SoftServe

The clarity Uniflow brings to financial modeling is unmatched. Doing this through a traditional accounting firm would have cost 4 to 5 times more and taken weeks instead of hours.

Ross Ducat

Ross Ducat

Founder, Lulu Light

www.lululight.app

An indispensable tool for our team. It helps us visualize our future and make strategic decisions.

Sophia White

Sophia White

CFO, FinEdge

Benefits of Using Uniflow financial modelling tool:

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Pinpoint Profitable Products/Services

Understand the profitability of individual products or services. make strategic adjustments to optimize your bottom line.

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Forecast Cash Flow & Avoid Surprises

Forecast your cash flow and know exactly how long your current funding will last. Proactively plan for growth or necessary adjustments.

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Scale Your Business with Confidence

Model different growth scenarios to determine whether you can scale organically or if additional investment is required

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Investment-Winning Business Models

Present polished financial plans, accurate projections, that demonstrate the potential of your venture and secure the funding you need.

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Know Your Exact Funding Needs

Get a real-time, crystal-clear view of your business finances. Make informed decisions about pricing, costs, and investments.

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Validate Business Ideas in Minutes

Make data-driven decisions about your business ideas. Avoid costly mistakes by testing financial feasibility before investing time and resources.

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Establish a business valuation

Receive valuation using industry-accepted methodologies (Premium feature)

Get your free valuation

Free forever plan available. No credit card required.

Why Businesses Choose Uniflow

We combine institutional financial math with pure spreadsheet simplicity, giving you absolute clarity over your growth trajectory.

Ease of Use

Forget spreadsheets, our intuitive interface guides you step by step

Accuracy 

Data-backed projections that you and an investors can trust

Growth Focused

Scale with confidence, our tools adapt to your business

Runway Optimization

Runway Projections & Team Scaling

Take control of your largest growth expense by pairing your financial models with automated headcount planning software that safeguards your runway.

FAQ

Absolutely! Our forecasting tool is designed specifically for business owners who want easy-to-use financial insights, even without a finance background. We eliminate the need for costly advisors, making smart forecasting accessible to everyone

Our basic version is truly free forever, no credit card required and no personal information needed. You can use our tool to build financial models completely free of charge. Your account will be active for 3 weeks, and after that, you can easily create a new free account to continue using the service without any interruptions. For users who need more advanced features, such as exporting financial models, business valuations, financial ratios, or industry-specific information, we offer a premium subscription plan. These additional tools are designed to support more complex financial needs and provide deeper insights.

Not yet, but it's on our roadmap! We understand how valuable direct accounting software integration is. We're actively working on building those connections. In the meantime, is there a specific accounting software you use? We'd love to prioritize integrations that our users need most

Absolutely! You can export your forecasts in both Excel and PDF formats. The formatting is designed specifically for presentations, making it easy to share your insights with investors or stakeholders.

Yes, you have the freedom to cancel your subscription at any time. To ensure you get the full value of your current billing period, your subscription will remain active until the end of the month.

Sign up for free now

No credit card required. Free forever plan available.

Need more than just a model?

Connect your actual data and automate your monthly reporting with our full Financial Operating System.

Explore the Financial Operating System