DASHBOARD
Every client at a glance
See your full roster sorted by activity. Each card shows business name, lender readiness score, plan stage, and last update. Click in for the full picture.
FOR SBDC COUNSELORS, COACHES, AND CFOs
Your clients write the plan.
You make it fundable.
PlanMason gives you a console for every founder you advise. See lender readiness at a glance, drop inline notes section by section, and co-edit the financial workbook when projections need tightening.
Free to set up. You'll be in the console in under a minute.
WHAT YOU GET
The advisor console
CO-EDITING
Jump into the financials
Open any client's plan in the editor. Adjust projections, fix assumptions, sharpen the narrative. Every save is stamped so the client knows what you touched.
NOTES
Inline comments per section
Drop notes on the executive summary, the use of funds, the breakeven analysis. Choose public (client sees them) or advisor-only (your private working notes).
WHY THIS EXISTS
The numbers that get plans funded
The advisor work that matters most happens in the spreadsheet. Owner draw that is too low. Working capital reserve that vanishes by month four. COGS that does not match the industry benchmark. Cash on cash that quietly tells the lender this plan was never tested against reality.
PlanMason runs every plan through 9 underwriting profiles and an FSSS rubric (Feasible, Sustainable, Scalable, Securable). What used to take you a week of red-pen review is visible in seconds. Then you co-edit, the client sees the changes, and the plan tightens before it hits a lender.
WHO IT'S FOR
Built for advisors who actually deliver plans
SBDC counselors
Track your full caseload, hand off lender packets that hold up to underwriting, and stop reinventing financial templates for every client.
Business coaches
Deliver a deeper plan than your competitors. Use PlanMason as your engine, brand the deliverable as yours, charge for the judgement, not the typing.
Fractional CFOs and accountants
When existing-business clients need refinancing, expansion capital, or a line of credit, give them bank-grade projections in days, not weeks.
Create your advisor account
Sign up takes a minute. Tell us who you advise and where PlanMason fits into your practice — it helps us tailor what we ship next.
Create my account