Planeamatic sets a new paradigm in the financial modeling industry. 

Powerful, flexible and reliable models are built in minutes, not days, allowing the consultant to focus on what really matters: the project analysis.

Build hundreds of scenarios for your customer's projects to test tariffs, EBITDA margins, market penetration, CAPEX, financial expenses, yields, etc.

Consulting Industry

Planeamatic solves a core problem: the student's lack of time, knowledge and ability to build either simple or advanced models. It takes lots of time to learn advanced formulas inside Excel.


The 'Case Methodology' can be applied in full, easing the students the economic analysis through fully configurable models used as templates, ready to be applied to the most diverse problems.



Planeamatic sets a definitive advantage to determine any project's viability and yield.

Our entrepreneurship support program is unique! We will build for free your professional financial model. Send us your data (non-confidential info, please: no ideas, no concepts, no markets. Just figures). Click here.

Entrepreneurs & StartUps

Planeamatic is a financial model generator


Modeloff authorities have expressely forbidden the usage of Planeamatic during the Financial Modeling World Championship.

A Proven Tool

With Planeamatic, hard, intricated problems are solved building powerful models in a snap.

During Planeamatic's testing phase, we submitted it to heavy testing. We built models that had required thousands of formulas under the traditional approach, and looked for real-world published models as 'sparrings'.

We happily found the 'Financial Model World Championship', called Modeloff, the most recognized world contest. Every year, this event joins top-class financial model builders -the best of the best-, to solve diverse problems (they publish some of them).

We selected several of Modeloff published problems to verify the power, versatility, and reliability of our tool. A couple of them are embedded inside the product as part of the tutorial package. They are good proof of Planeamatic's capabilities.


The Perfect 'Business Laboratory'

No other tool can help University students and professionals to understand so easily the financial concepts, terms, ratios and their interaction. 

Some basic & advanced financial concepts may prove elusive to college and postgraduate students. Happily, Planeamatic provides them an incredible canvas to construct advanced Financial Models and understand them easily, diving rapidly into Balance Sheets, P&L Statements, Cash Flows, Charts and KPI tables.

Planeamatic is like a magic board. Any project, any situation, any financial problem can be fully configured from scrap in minutes. Immediatly, a complete scenario is produced for analysis and discussion. 

Learning through exercising is the most efficient way to master a subject, and to understand some concepts hard to visualize for students and newcomers. Thanks to Planeamatic:

  • they will understand why accelerated depreciation yields better return than straight line method 

  • they will visualize the Cash Flow statement behavior under different pricing, unitary margin and volume scenarios

  • they will understand the difference between Project IRR and Investors IRR

  • they will understand the importance of limiting D/E ratio

  • they will understand bahvior of Equity accounts in the BS, as earnings are accumulating and dividends are withdrawn

  • they will understand how Fixed Assets are transferred from BS to IS through Depreciation and Amortization

  • they will find the break even point at variable revenue levels

  • they will understand the relationship between NPV and IRR (specially when withdrawn dividends are valuated at discount rate)

  • they will feel comfortable analysing dozens of Balance sheets, P&L Statements and Cash Flows

  • they will acquire the ability to build their own financial Models to face future challenges

Additionally, the students will exploit all the power behind MS-Excel without having to spend hours and hours learning financial and reference functions, and how to build rigid and poorly structured Financial Statement's templates.



D/E ratio

Grace period



Dividend withdrawal


Income tax



Discount rate

B.E. Point


Ledger codification

Cash assets

Accum. depreciation

Working capital

Double digit depreciation


E/R ratio

Retained earnings


Real and nominal terms



Contribution margin



Project term & sensitivity

Double entry Acc. principle


Accounts receivable




© 2019 by José Corona Verástegui. MS-Excel, Modeloff and Planeamatic are registered trademarks.