Can I import my financial spreadsheets into the Financial section of Bizplan? Does Bizplan allow CSV or Excel uploads for financial information?
Currently, Bizplan does not offer a feature to directly upload or import financial data—such as from Excel or CSV files—into its Financial section. All financial inputs, including revenue projections, expenses, and payroll, need to be entered manually through the platform’s built-in financial modeling tools.
At this time, users who have already prepared financial data in spreadsheet form will need to refer to their existing documents and re-enter the numbers into Bizplan section by section. While this might feel limiting, Bizplan's system helps ensure that all inputs align with the visual and reporting tools it provides.
For those looking to work with external financial software or templates, integrations are limited, and exporting features are primarily focused on PDF generation rather than data syncing.