Product booklet Β· PDF

From business idea to an AI-validated financial plan

A 15-page overview of ProjectFlow AI: how your plan and your financial model stay linked, how AI checks both, and what you get at every step.

PDF Β· 15 pages Β· 2.2 MB

From business idea to an AI-validated financial plan

What's inside

  1. 01Why ProjectFlow: one connected chain from idea to plan vs actual
  2. 02Key advantages: linked to the plan, math checks, an AI business-logic review
  3. 03Why not just ask AI? A general chat vs ProjectFlow AI
  4. 04Getting started: your first project in eight steps
  5. 05Plan structure: one code links the plan and the model
  6. 06Gantt and tasks: every task is a costed card
  7. 07The Excel model: 25 sheets linked by live formulas
  8. 08Resources and budget: from people and tasks to the budget
  9. 09AI Validation: check the model before investors do
  10. 10Check everything: a checklist before it goes to an investor
  11. 11Versions and scenarios: copy, compare, choose
  12. 12The investor report, built from your model
  13. 13Plan vs actual: see where you are off plan, early
  14. 14Who it is for

Try it on your own plan

Now in early access. Start free, or watch the six video tutorials first.