Creating a financial plan made easy

Create your financial plan effortlessly with SeaTable! This innovative platform combines the benefits of spreadsheets with the powerful features of modern cloud databases. Perfect for companies, start-ups and freelancers who want to create and optimize their financial plan.

Create a financial plan online

Create financial planning with SeaTable

You benefit from a flexible, simple and collaborative solution that takes your company’s financial plan to the next level. Get started now!

Create flexibly customizable financial plans

Automated data integration for P&L and cash flow forecasts

Create controlling and reports in just a few clicks

User-friendly Excel-like interface

Simple tool integration

GDPR-compliant

Fast implementation without IT thanks to no code

Liquidity planning, profitability forecast, financial analysis

Integrated financial planning in the company

With SeaTable, you use a standardized planning tool - from capital requirements and financing plans to financial analyses and reports. Let all relevant data flow together automatically in a single source of truth. Work together collaboratively in real time. Create maximum transparency thanks to integrated automation and notification functions.

Financial plan

Create a financial plan in days instead of weeks: With SeaTable you can plan faster and access current figures at any time.

Profitability forecast

Plan ahead and set up automated notifications to detect deviations from the plan at an early stage.

Create an investment plan

Greater transparency and data integrity: link forecasting and budget to create a reliable investment plan.

Management Reports

Visualize complex financial data in clear analysis dashboards. Create meaningful reports with real-time data.

Work collaboratively

Use SeaTable as a dynamic finance tool. Manage processes and tasks and collaborate in real time without losing data.

Simply record data

Enter data, create a financial plan: Create a user-friendly finance frontend with our Universal App Builder.

Create financial plan template

Templates to get started with your optimal finance processes

For a quick start, you will find free templates specifically for a financial plan in companies. You can flexibly customize and extend each template to fit your capital requirements and financing plan. Import templates into your SeaTable account with just one click.

Write invoice

Budget planning

Cost-benefit analysis

Discover all templates

For secure financial data

Set up a financial plan without compromising on data protection

Especially if you use a cloud solution and create your financial plan online, your data must be particularly well protected. Data protection and data security are our top priority. Because we make compromises when it comes to protecting your data - and neither should you when you draw up a financial plan.

On-Premises

You don’t want to store your data in the cloud? SeaTable Server offers the same range of functions.

Security settings

Set up individual access and editing rights and restrict access to sensitive data.

Authentication and SSO

Use two-factor authentication and SSO for even greater data security.

Cloud or self-hosted?

SeaTable offers extensive functions in all price models

SeaTable Cloud

Perfect for companies that want to get started quickly and without an extensive IT infrastructure - flexible and scalable.

SeaTable Server

For companies that want to retain full control over their data, SeaTable Server offers an on-premises option.

SeaTable Dedicated

For companies that need the simplicity of the cloud and the flexibility of a self-hosted system.

Optimize your financial planning - with SeaTable

FAQ - Create a financial plan with SeaTable

What sets SeaTable apart from other financial planning tools?: Our “Create Financial Planning” tool is characterized by easy implementation without additional IT effort, seamless integration into your existing systems, absolute GDPR compliance and individual customization options. You can combine reporting, analysis, your profitability forecast , your liquidity planning or your capital requirements and financing plan in a single source of truth. Real-time collaboration in SeaTable helps finance teams work more efficiently and flexibly and plan more accurately. Also suitable for a financial plan in a startup.
Which companies is SeaTable suitable for?: Whether you want to create a financial plan for companies, a financial plan for small businesses or a financial plan for a startup: SeaTable is a suitable tool for companies of any size and complexity. Our pricing models are flexible and scalable, so you only pay for the features you actually need. This makes SeaTable the ideal tool for creating your financial plan online.
How does SeaTable support real-time collaboration?: SeaTable allows your entire team to work together seamlessly. You can set deadlines, assign tasks, automate workflows and control approval processes, making it easy to create your financial plan online. Automatic notifications allow everyone involved to keep track of deadlines and changes. This is just as helpful for a financial plan in a startup as it is in a large company.
Can SeaTable also be used to create an investment plan, for example?: You can map all your finance processes in SeaTable without compromising your requirements. You can create an investment plan in SeaTable just as flexibly and collaboratively as you create financial plans or map your invoice management.
How secure is sensitive financial and company data with SeaTable?: The protection of your data is our top priority. SeaTable Cloud is hosted exclusively on servers of a Swiss provider in Germany and is therefore fully GDPR compliant. When you create a financing plan with SeaTable, your data is safe.
Can SeaTable be linked to other systems in the company?: Yes, SeaTable integrates easily with other accounting or payment service provider systems - either via the SeaTable API or automation tools. So you always have the choice: you can create your capital requirements and financing plan or an investment plan in SeaTable and link it to other tools, or use SeaTable for other use cases and processes.
How long does it take to create a financial plan with SeaTable and is there a financial plan template?: It only takes a few minutes to set up your SeaTable account - and that completes the implementation and you’re ready to go. Thanks to the intuitive and user-friendly interface and various finance templates, you will be able to quickly create your first financial plan. If you are already using a financial plan template for Excel, you can simply import it. However, how much time you actually have to invest if you want to create a financial plan depends on various individual factors, so we cannot make a general statement on this.
Can SeaTable also be used free of charge?: Create a financial plan free of charge: If you want to set up a financial plan, SeaTable Free already offers all the functions you need. Depending on the complexity or data volume, however, we recommend taking out a Plus or Enterprise subscription. You will need the latter if you want to create a financing plan or draw up a financial plan and use the automation functions in SeaTable. If you create your financial plan online and your existing SeaTable subscription is no longer sufficient, you can easily change your subscription model at any time.