Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
BP Builder is an innovative financial planning tool powered by artificial intelligence that transforms discussions about a business project into a comprehensive financial forecast. Users input details about their offerings, pricing, expenses, hiring plans, potential loans, and other operational considerations, while the platform poses approximately twenty structured questions to construct the forecast in real-time. The finished business plan features an income statement, a detailed cash flow projection by month, debt management strategies, working capital needs, a financing plan, and forecasts for cash shortfalls. Each numerical value in the plan is linked to a visible assumption that can be easily reviewed and modified, facilitating the ability to explore different scenarios without the hassle of manually rebuilding spreadsheets. Additionally, the tool identifies inconsistencies and automatically recalibrates the model whenever any assumptions are altered, supported by a financial engine that guarantees the balance sheet remains accurate. This seamless integration of inputs and outputs enhances users' ability to make informed financial decisions quickly and efficiently.
Description
Provisian offers a streamlined solution for developing financial plans, managing risk, and delivering financial advice through a single, cohesive platform. Users can replicate market scenarios to effectively mitigate risk and make sound choices. With the ability to connect effortlessly to more than 11,000 financial institutions, Provisian enhances collaboration with clients and monitors performance efficiently. The platform is backed by a dedicated support team, accessible anytime and anywhere. Clients can maintain strong connections through an extensive financial profile that anticipates outcomes, reduces risks, and supports smarter decision-making. Communication is made easier with a centralized portal and user-friendly reporting features. Investment strategies can be crafted to align with each client's unique risk appetite and goals. Users are empowered to visualize and manipulate the underlying assumptions influencing projected results. Monte Carlo simulations can be executed to aid in making wise financial decisions, while thousands of innovative simulations help pinpoint the most likely outcomes. By leveraging these powerful tools, financial professionals can gain deeper insights into market dynamics and client needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Ally Invest
No
Authorize.Net
No
CITI Unify
No
Charles Schwab
No
Chase Business Complete Banking
No
Fidelity
No
Microsoft Excel
Yes
Robinhood
No
SoFi
No
Vanguard
No
Integrations
Ally Invest
Yes
Authorize.Net
Yes
CITI Unify
Yes
Charles Schwab
Yes
Chase Business Complete Banking
Yes
Fidelity
Yes
Microsoft Excel
No
Robinhood
Yes
SoFi
Yes
Vanguard
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$75 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Okimia
Founded
2019
Country
France
Website
bp.okimia.com
Vendor Details
Company Name
Provisian
Website
provisian.com
Product Features
Business Plan
Business Plan Templates
No
Collaboration
No
Dashboard
No
Financial Projections
No
Financial Templates
No
Fundraising Management
No
Investor Management
No
Pitch Presentation
No
Social Sharing
No
Step-by-Step Wizard
No