Dynamic Business Planner

The cloud solution designed for SMEs as a financial planning and ESG reporting tool.

Discover more on official website
Why cover image

Why create a business plan?

For a small to medium-sized enterprise (SME), creating a forecast plan can have several purposes:

Financial planning and management control
Access to credit
Regulatory and audit requirements
Mergers and acquisitions (M&A) operations
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How to comply with ESG regulations?

With the introduction of the European Corporate Sustainability Reporting Directive (CSRD), SMEs will also be required to provide information on Environmental (E), Social (S), and Governance (G) sustainability. For an SME, sustainability reporting according to the new European standards can serve several purposes:

Regulatory obligations (listed SMEs)
Access to preferential credit (European Green Deal)
Increased competitiveness and profitability
Alignment with European sustainability criteria (EU Taxonomy)

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The Modular Application

Dynamic Business Planner was developed following a modular approach that allows the user to navigate simply and intuitively through the different features and graphical interfaces.

Financial Statements

Allows the uploading of the company’s filed financial statements in a standardized format or, if not yet filed, to add them manually (while always maintaining the initial standardized format).

Business Plans

Facilitates the creation of the Business Plan from standardized financial statements, supports compilation, calculates real-time projections, offers advanced reporting, and allows economic-financial stress tests.

ESG

Includes features for preparing the sustainability report according to the new ESRS-CSRD standards. It also verifies the alignment of economic activities with EU Taxonomy criteria, enabling the formulation of investment plans aimed at achieving greater sustainability goals.

Sector Stress Testing

Allows the user to translate macro-economic or climatic shocks (defined based on scenarios provided by institutional sources) into impacts on the main financial statement items (Revenue, Costs, EBITDA, etc.).

Use Cases

Dynamic Business Planner is currently used by SMEs, Accounting Firms, and Private Equity Funds for various purposes. Below are some examples.

SME operating in the Services sector

BP aimed at requesting a €500k loan to support the hiring of new staff for expansion into new business units.

Benefici

Reduced BP creation times

Reduced operational risk

Increased effectiveness in sharing and communication with the Bank

Increased approval probability

Accounting Firm

The creation of the BP was aimed at demonstrating to the audit body that the company had developed a sustainable 3-year BP in terms of liquidity, even in the face of adverse economic scenarios.

Benefici

Replicability of the BP from the client’s filed financial statements

Reduced timeframes

Use of the "stress-test" feature

Increased sharing effectiveness

Private Equity Fund

Dynamic Business Planner was used by the fund’s analysts as a tool for evaluating potential target companies, focusing on their ability to generate profit in the medium to long term (5-7 years).

Benefici

Ease and timeliness

Use of the "stress-test" feature

Comparability

Accounting Firm

The firm supported its client (a company operating in the distribution of orthopedic products) in creating a BP to plan the opening of 5 new stores (in new areas not yet covered).

Benefici

Increased value in the service provided

Reduced risk and timeframes

Increased sharing effectiveness

Discover more on official website