Financial Planning & Business Performance Management

A new way to plan, budget, and report results. Save time, improve accuracy, and delight your stakeholders with GrowthPlan™.

Model

  • Forecast your revenues and plan a 5-year pro forma financial model
  • Top-down planning for revenues, COGS/COR, and operating expenses
  • Bottom-up planning for sales (by rep) and marketing (by marketing spend)
  • Accurately forecast staffing needs, CapEx and cash flow—great for SaaS and subscription sales models
Model

Budget and Workflow

  • As CFO, set up an annual budget with guardrails and metric-based goals (e.g., OKR’s) for each department
  • As a department manager, get custom views and to-do’s based on your role
  • As CFO, manage the roll-up, allocations, and produce and complete pro forma financials
Model

Report

  • Import financial results on a monthly basis to track performance to plan
  • Full financial reporting of balance sheet, and statements of cash flows, and P&L by account or by department
  • Provide a portal to all you stakeholders (investors, board members, even employees), with role-based access to appropriate reports
Model

Integrations

Pricing

Starter
$350 per month

Up to 3 users, billed annually

For more than 3 budget editors,
see our Team edition

20 Report-Only Users
  • Full P&L, Balance Sheet and Cash Flow
  • Custom Dashboards and KPIs
  • Scenario Planning
  • Workforce Planning
  • Dynamic Org Charts
  • Financial Reporting
  • Integration with QuickBooks, Xero, Insperity, HR Systems
Starting at $600

Quick-Start Custom Onboarding

Sign Up
Team
$1,500 per month

First 3 users, billed annually

$59/month

Additional users, billed annually

Unlimited Report-Only Users
All features from Starter, plus:
  • Departmental Budgets
  • Departmental P&L and Budget v. Actuals
  • Team Collaboration
  • Inter-departmental Allocations
  • Role-based security (including payroll-restricted budget users)
  • Audit log and visual change history
  • Integration with Intacct, NetSuite
Starting at $3,000

Quick-Start Custom Onboarding

Sign Up
Enterprise
$2,900 per month

First 3 business units, billed annually

$99/month/user
$399/month

Additional business units, billed annually

unlimited Report-Only Users
All features from Pro, plus:
  • Multiple Business Units
  • Multi-currency
  • Multi-regional
  • Consolidated Financials
  • Data warehouse / API integration
Starting at $6,000

Quick-Start Custom Onboarding

Sign Up

GrowthPlan for Startups

Special pricing for startups! Get up to 90% off GrowthPlan Team Edition.
Learn More
GrowthPlan offers the startup pricing pioneered by HubSpot for our Team plan:
  • A startup with under $2M in funding is eligible for up to 90% off Team Plan pricing in your first year, 50% off in your second year, and 25% thereafter.
  • A startup who has raised over $2M, up to and including a Series A, is eligible for up to 50% off in the first year and 25% thereafter.
  • Discounts are available for base plan and additional users

GrowthPlan for Startups includes all the features in GrowthPlan Team with integration with Quickbooks or Xero. Integration with NetSuite is available for an additional $600 onboarding fee.

Apply for Startup Program

Learn More

1-855-930-3355 or support@growthplan.net