Why Dynamic Business Planner?
Dynamic Business Planner is a powerful financial planning tool that supports business development by allowing real-time simulation of the impacts of new investments and/or adverse scenarios on the company's Income Statement, Balance Sheet, and Cash Flow Statement. Thanks to the CEBI format, Dynamic Business Planner perfectly meets the requirements of the Italian banking system for credit access during the pre-assessment phase. Furthermore, Dynamic Business Planner allows effective compliance with regulatory and audit obligations, ensuring the monitoring of business continuity and the identification of risk factors that could compromise it.
Standardization
Data is consolidated into a single (CEBI) format that is easily usable, consultable, and verifiable.
Ease of Use
Assumptions about economic and financial evolution are easily explainable and involve all relevant variables.
Calculation Consistency
Simulations involve all items of the Income Statement and Balance Sheet with related consistency checks of the financial statement structure.
Instantaneity
Simulations, analyses, and reporting are produced in real-time thanks to cloud computing power.
Benefits for Our Clients
DBP is currently used by our clients for various purposes; below are some examples.
Small and Medium Enterprises (SMEs)
Reduction in Business Plan Development Time
On average, our clients benefit from an 80% reduction in the time required to create forecast plans thanks to the use of DBP.
Reduction of Operational Risk
With the use of DBP, all consistency checks are automated, and any errors or inconsistencies are instantly alerted to the user.
Increased Effectiveness in Communication with the Bank
The standardized format used by DBP is compatible with the internal formats banks use for financial statement and credit analyses; on average, our clients have experienced a 60% reduction in assessment times.
Access to Favorable Credit
Access to favorable financing conditions thanks to the presentation of business plans linked to ESG objectives and aimed at greater compliance with the EU Taxonomy.
Accounting Firms / Business Consulting
Additional Service for Clients
DBP can be made available to clients (or used internally) to provide an additional service of consulting, financial planning, and/or ESG reporting.
Business Plan Replicability
Thanks to automated loading processes, monitoring and replicability of business plans are guaranteed.
"Stress Test" Functionality
It is possible to instantly verify the solidity of the client's business plan thanks to stress functionality on various items of the Income Statement and Balance Sheet.
ESG Reporting
Verification of compliance with the EU Taxonomy and support in drafting sustainability statements (in accordance with European directives).
Private Equity Fund
Ease and Timeliness of Analysis
DBP allows for quick creation of multiple business plans and provides more than 30 performance indicators for comprehensive analysis.
Business Plan Replicability and Comparability
Thanks to automated loading processes, monitoring and replicability of business plans are guaranteed; moreover, thanks to the standardized reclassification format, it is possible to compare the most important economic-financial metrics of companies operating even in different sectors.
Scenario Analysis
Our clients have greatly appreciated the ability to create different scenarios, thanks to stress simulations on more than 10 economic-financial variables.
Credit Brokers
Reduction of Time and Operational Risk
Reduction of business plan creation time by approximately 80% compared to using a traditional Excel support.
Increased Effectiveness in Sharing and Communication with the Bank
The new business plan format produced with the application was analyzed and reprocessed by banks much faster than in the past (5 working days vs. 15 experienced in the past); banks also confirmed the high usability of the format received and compatibility with internal systems.
