Financial Model Platform
The Goalfix SaaS Start-up Model has been developed to help aspiring entrepreneurs — especially those with little or no experience in business or financial management — understand, plan, and manage the financial realities of launching a new business.
Whether you are starting a local shop, an online store, or a service-based business, this model acts as a step-by-step financial roadmap. It empowers you to make informed decisions by understanding how your ideas translate into revenue, costs, cash flow, and ultimately, profit or loss.
Month rolling forecasts
Core financial statements
Scenario & sensitivity modes
Break-even, margins & ratios
How does it work?
You answer a guided series of simple questions. The model translates your answers into forecasts, statements, KPIs, and funding insights — with a built-in glossary, user guide, and optional webinar to help you get started.
WHAT DOES OUR PLATFORM OFFER
Everything you need to build, forecast, and present your business finances—in one place.
Enter products & sales, fixed and variable expenses, capital expenditure, funding, and parameters. One structured place for all assumptions.
Month-by-month forecasts for revenue, expenses, profits, and cash flow. See how your business performs over time.
Income statements, balance sheets, and cash flow statements—generated automatically from your inputs.
Break-even, margins, payback, and key ratios. Understand the health and viability of your business at a glance.
Test what-if scenarios: change assumptions and see the impact on profits and cash flow instantly.
Sensitivity analysis and key financial indicators to support decisions and presentations.
Who is it for?
This model is ideal for:
- First-time business owners
- Individuals with no background in accounting or finance
- Entrepreneurs who want to avoid costly mistakes
- Financial advisors and mentors assisting new business founders
No prior financial experience is required — just your business idea and your willingness to work through practical questions.
What does it do?
The Goalfix Model helps you:
- Build a clear picture of how your business will make money
- Forecast sales, expenses, profits, and cash flow month by month
- Understand the resources you will need (like stock, staff, equipment)
- Test "what-if" scenarios to plan for uncertainty
- Produce essential reports like income statements and balance sheets
Don't understand financial terms?
We've got you covered:
Your data remains private and secure. All information is stored with industry-standard encryption — your business information is confidential.
Plans at a glance
Same options as our pricing page — start with a 7-day free trial, then subscribe to Basic or Advanced.
Free Trial
7 days of full Basic features — unlimited products, full statements, balance sheet & scenarios. No credit card required.
Start free trialBasic Tier
Continue with unlimited products, 24-month forecast, full statements, balance sheet & best/worst case scenarios.
See Basic pricingNeed a Goalfix specialist? Contact us or visit professional services.
Getting Started
To start using the model, follow these simple steps:
More than just a spreadsheet
This model is a guided journey into business clarity, giving you the tools to test, plan, and launch with confidence. Whether you are selling cupcakes or coding apps, understanding your finances is a critical step toward success — and Goalfix is here to help.
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