Your business plan, without the spreadsheets. You know you can do it. Prove it.
BeretPlan turns your business plan into a living management tool: structured budgets, forecasts you can trust and dashboards ready to present — without a single Excel cell.
Free, no credit card required.
1,165,800
new businesses launched in France in 2025 — an all-time record
(Insee, 2026)
Nearly 1 in 3
French companies founded in 2018 were gone before their fifth birthday
(Insee, 2025)
+25%
higher risk of failure when clients pay late
(Banque de France, 2025)
A financial copilot, not yet another spreadsheet
BeretPlan stays with you from first idea to day-to-day steering: it structures your numbers, keeps your calculations safe and leaves the decisions to you.
Financial forecasting
Multi-year forecasts, monthly to annual views, an income statement generated automatically. Change one assumption and everything follows.
Strategic recommendations
The AI assistant writes your formulas, drafts complete budget blocks and advises you on your trade-offs — asking the right questions when an assumption is missing.
Industry templates This summer
Built from real use cases, industry templates arrive this summer. Until then, describe your business and the AI assistant drafts a first outline of your budget.
From business plan to daily steering, without switching tools
Model without breaking things
Hierarchical budget lines, named variables ($subscription.pro.price) and formulas you can display in plain language. A price changes? The whole model
recalculates — no #REF!, no nasty surprises.
- Formulas your co-founders can read, not just you
- Activity periods per line: a cost that starts in March starts in March — and stops when it stops
- Plan 1 to 10 years ahead, in monthly, quarterly or annual view
Put your plan up against reality
Enter your actuals month by month and see at a glance where you're over-performing — and where things are slipping. Variances are coloured by their real impact: a cost that climbs shows red, even if the curve goes up.
- Actuals vs plan, line by line, with no parallel re-entry
- Variance analysis right inside your tables
- A fast entry grid, built for the monthly ritual
Present without preparing
A properly structured income statement (revenue, costs, EBITDA…), KPIs and charts generated straight from your plan. Your model changes, your reports follow: Monday morning's board pack is already done.
- Dashboards tailored to each audience: co-founders, your bank, the executive team
- € / k€ / M€ views, monthly to annual, detailed or high-level
- A P&L always in sync with the budget — zero copy-paste
Built for the people who decide, not for accountants
Startup founders
A credible business plan to win over banks and investors — without starting from a blank page.
SME executives
Simulate decisions before you make them: hiring, investment, the slow season.
Team managers
Track your team or project budgets without waiting for the finance department's reporting.
Research labs
Consolidate grants and funding lines across funders, with real-time visibility.
Your numbers tell your company's story. They stay with you.
BeretPlan is built in Toulouse and designed from day one for European requirements.
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European hosting
Your financial data is stored and processed in Europe, in full compliance with the GDPR.
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Strict isolation
Every company is walled off down to the database level — not just inside the application.
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Controlled access
Admin, edit or read-only roles: everyone sees what they need to see, and nothing more.
By entrepreneurs, for entrepreneurs — meet the team.
From €0 to cruising speed
Free €0 · Start €29 · Entreprise €69 · Max €159 / month with annual commitment
The questions we actually get asked
Do I need to be a finance expert to use BeretPlan?
No — that's the whole point. You describe your business, the AI assistant drafts a first outline, you adjust your numbers, and BeretPlan generates the income statement and dashboards. Formulas display in plain, readable language, not spreadsheet jargon.
What makes it different from Excel?
Your formulas don't break: no #REF!, no cell overwritten by an intern. Every assumption (a price, a salary, a payroll rate) is a named variable: change it once, the whole plan updates, and your reports stay aligned with your model.
Where is my data hosted?
In Europe. BeretPlan is a French solution, built in Toulouse, with strict per-company data isolation and role-based access control. Your numbers serve no one but you.
Is it really free?
Yes: the Free plan is free forever, no credit card required, and includes a full budget, advanced formulas and the AI assistant. Paid plans — coming soon — will add collaboration and more dashboards, with alternative scenarios arriving by the end of the year.
What does the AI assistant actually do?
You describe what you need in plain English (“add a three-person sales team starting in March”) and it drafts the budget lines, writes the formulas and has them validated by the calculation engine before anything is inserted. You always keep the final say.
Prove you can do it.
Create your first budget today — an AI-drafted starting point, your numbers, and a plan you can stand behind.
Free, no credit card required