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Three core statements
Income statement, cash flow, and balance sheet over a five-year horizon.
Financials
Five-year financials that update when assumptions change
Income statement, cash flow, and balance sheet built from your own assumptions — fully editable and instantly recalculated — plus investment metrics banks and investors ask for.
What are planner atlas financials?
Planner atlas financials are an editable five-year model: income statement, cash flow, balance sheet, and investment metrics (NPV, IRR, payback, break-even) recalculated from your pricing, costs, staffing, and financing assumptions.
Financial outputs in your workspace
One model for planning, banking packs, and investor conversations.
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Assumption-driven
Edit prices, costs, and headcount — statements stay linked and recalculate instantly.
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Investment metrics
NPV, IRR, payback, and break-even from the same cash flows.
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SAR or USD
Work with the currency settings of your study.
How financial modeling works
Assumptions in, consistent statements out.
Step 1
Set assumptions
Enter revenue drivers, costs, assets, and financing.
Step 2
Review statements
Inspect yearly projections and key ratios in the financials workspace.
Step 3
Stress-test
Adjust inputs to see how metrics and cash needs change.
Frequently asked questions
Do I need Excel skills?add
No. The product asks plain questions and builds the model. You can still override every assumption.
Which metrics are included?add
NPV, IRR, payback period, and break-even, plus statement-level views.
Can I export financials?add
Yes — financials are included in the branded PDF export for activated studies.
How far does the forecast go?add
The standard horizon is five years.