Why use BPM?
Many businesses and their advisors spend more time fighting with spreadsheets than they do making decisions.
To address this problem, BPM has developed a Microsoft Excel© add-in that automates the modeling component of many important decision-making processes, including budgeting, planning, cash flow forecasting, M&A and valuations.
The software is an easy-to-use, do-it-yourself system for anyone that wants to reduce the time, risk and costs associated with strategic decision-making.
Save time and make better decisions.
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- Build and maintain customized, dynamic financial models in Microsoft Excel in minutes
- Transform your Xero and Quickbooks Online data into a dynamic historical and forecast 3-way financial model
- Thousands of free drop-in modules available
- Implement best practice standards
- Powerful spreadsheet auditing tools including bpmTraverse
- Formats and Styles tools
- Workbook management and hundreds of other useful tools
Our Microsoft Excel add-in is like having a BPM analyst always at your fingers tips, with the following all possible with a few clicks of the mouse:
Build Models Instantly
Construct your own bespoke Excel-based business planning model from scratch in seconds. No more templates. Just the content you need when you need it.
Bye-Bye Spiderweb Models
Our Excel models are modular, which means the workbook is organized as separately identifiable pieces. This makes them easier to review, understand, manage and control.
Plug & Play Excel Content
Inventory calculations not quite? Delete the module and replace with one that suits your business. Stick with Excel, just say goodbye to cut & paste and #REF errors.
Add Categories Instantly
Insert new revenue lines and your entire model will be updated instantly. New revenue assumptions, calculations and outputs will be constructed throughout your entire workbook.
Change Model Length
Change the model length assumption and your model will automatically build and unbuild to the required number of columns.
Import Accounting Package Data
The import assumptions tool allows you to get your historical data directly into your model in minutes. Then next month it will only take seconds.
Dashboards, Valuations and Tax
Need a dashboard? We’ve got them all ready. Want to value a business? Easy. Drop in valuation modules. Help yourself to taxation schedules, working capital calculations, operational analysis...
Any Other Business
Every modelling task has been automated! Integrated error checks. Instant table of contents. Crystal clear assumptions entry interfaces. Endless content. Comprehensive online tutorials.
Stick With Excel
And you can still insert charts, enter assumptions, change formulas, understand logic and everything else because ultimately it’s still just good old-fashioned Excel.
Analyze formulas with the Traverse Formula tool (previously known as bpmTraverse).
Automated Error Checks
Save time with automated error checking tools and hyperlinks for workbook navigation.
Hundreds of other tools...
Restructure workbooks, create and share themes, quick formatting, unique formula shading, dependency analysis and much more!