Palo Alto Software (www.paloaltosoftware.com) produces several planning modules
for financial management and business
planning, including Business Plan
Pro and Cash Compass, both of which
are available in CPA versions. Business
Plan Pro offers more than 400 sample
business plans, thousands of industry
profiles and Excel-style financial
tables. It also offers financial
spreadsheets that include sales
forecast tables, in-depth personnel
planning tools and the ability to
perform short- or long-term planning
to create financial projections.
The software also has a database
of venture capital resources and
SBA loan information and loan applications.
Cash Compass, which is downloadable
from the company’s website, is geared
toward small and medium-sized businesses,
providing financial performance
management, including monitoring
cash flow, managing budgets and
forecasting by month or year. The
application allows import from QuickBooks
or Business Plan Pro, which allows
quick access to key financial information
and forecasting.
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