Pricing
$29.99/month + usage
Make your business financial planning with AI-powered budget allocation strategies! Get comprehensive reports with detailed recommendations for investments, savings, and cutbacks - all tailored to your business goals and market conditions. Perfect for small business owners and financial advisors.
5.0 (1)
Pricing
$29.99/month + usage
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Last modified
3 months ago
pastFinancialDataSummarystringRequired
Summary of your business's past financial performance
Default value of this property is "In the last fiscal year, revenue increased by 15% due to expanded online sales, but profit margins were impacted by a 20% increase in supply chain costs."
currentEconomicTrendsstringRequired
Current economic trends affecting your business
Default value of this property is "Rising interest rates and inflation are increasing operational costs, particularly in logistics and raw materials."
shortTermAndLongTermGoalsstringRequired
Your short-term and long-term business goals
Default value of this property is "Short-term goals include enhancing e-commerce platforms and reducing operational costs. Long-term goals focus on market expansion and launching two new product lines."
riskToleranceAndGrowthCapacitystringRequired
Your business's risk tolerance and growth capacity
Default value of this property is "Moderate risk tolerance with a strong capacity for growth, aiming for a 25% revenue increase in the next fiscal year."
essentialOperatingExpensesDetailsstringRequired
Details of your essential operating expenses
Default value of this property is "Major expenses include salaries ($500,000 annually), rent ($120,000 annually), and inventory ($300,000 annually)."
potentialAreasForInvestmentAndGrowthstringRequired
Potential areas for investment and growth in your business
Default value of this property is "Key investment areas identified are digital marketing and upgrading IT infrastructure to support sales growth and customer service improvements."
