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BusiPlanly

Adviser-led AI co-pilot for business-plan intake.

An AI assistant for community-finance advisers and business mentors. Captures structured business plans through a guided conversation, runs the cashflow model, and produces a sign-off-ready workbook. Principle: AI captures, adviser decides — built to augment professional judgement, not replace it.

What it does

  • Guided AI intake — captures a structured business plan through conversation
  • Cashflow model with pence-precise totals, GPM and break-even
  • Adviser sign-off lock — "AI captures, adviser decides"
  • Workbook exports as .docx and .xlsx ready for committee review
  • Designed for community-finance lenders, advisers and business mentors
  • Single-tenant deployment per organisation; FCA-aware positioning
How to access BusiPlanly
BusiPlanly is launching with Assadaqaat Community Finance in 2026. We're not yet onboarding additional organisations — get in touch if you advise small businesses on lending or planning.