AI-powered business planning for FX & CFD brokers
One live plan for your broker, checked by an AI CFO.
Regions, deposits, marketing, sales targets and commissions, events, P&L and runway, planned month by month and tracked against live actuals from your BI. An AI CFO reviews every number and debates it with you. Built with AI, branded for you, ready in 48 hours.
6 FX/CFD brokers plan with it25+ AI CFO checksReady in 48 hours
“Letters of intent help, but they are not revenue. I accept it for 2027 if the two IB agreements are signed by Q2.”
- 48 hfrom discovery call to a live plan
- 25+pages, from budget to hiring
- AI CFO25+ checks across 11 areas
- 60+competitors tracked, moves sorted by AI
- Liveactuals from your BI, against the plan
- Unlimitedusers, each with their own access level
AI in every step
A sceptical CFO that reads your plan every time it changes.
Most plans get one hard review, the week before the board meeting. This one is reviewed all the time. The AI CFO tests every assumption, flags what wouldn't survive scrutiny and argues it out with you in writing, so the plan you present has already been challenged.
Sample plan and conversation.
AI CFO health check
More than 25 checks across 11 areas: revenue assumptions, concentration, stress tests, unit economics, funding, enablers, people and governance. You get a score, the three things to fix first, and a button that opens the page to fix each one.
Debate it in writing
Disagree with a finding? Answer it. The AI reads your argument against the plan's own figures and replies: not convinced, partly convinced or convinced, with a note for the file. Every exchange is saved.
AI competitor intel
What more than 60 competing brokers are doing in your markets: promotions, partner programmes, hiring and news, collected every 20 minutes and sorted by AI into threats and openings.
Built and kept up to date with AI
Your spreadsheets become the model within 48 hours, with AI doing the heavy lifting and a person checking every number. Country research starts from AI drafts that are fact-checked before they go in. New features reach your plan every week.
The problem
Most broker plans are out of date the week they're approved.
The plan lives in a spreadsheet one person understands. Regional heads keep their own copies. By month three nobody can say whether the business is ahead of plan or behind it.
Versions everywhere
“Plan_v7_FINAL_edits.xlsx” goes round by email. Each region tweaks its own tab and the totals stop adding up.
Before: 9 files, 4 owners
Now: one plan, every edit named and dated
Nobody challenges the numbers
Optimistic conversion rates and thin rebate assumptions survive until an investor or a regulator asks about them.
Before: one review a year
Now: an AI CFO checks every change
Questions take a week
“What if Latam launches three months late?” means rebuilding the model. So the question doesn't get asked.
Before: days of rework
Now: move a slider, see EBITDA and runway change
Inside the plan
Everything a broker plans, one screen per question.
Each region gets its own assumptions, staff, marketing and costs, and the Global view adds them up. A few real screens with a sample plan are below; you'll see the rest live, with your own numbers, on the discovery call.
And the details teams end up loving
Why it works
Better decisions come from a plan people actually use.
Decide on numbers, not opinions
Every assumption is visible: average FTD, client lifetime, revenue on net deposits, rebates. Change a number and everyone sees what it does to EBITDA, and the AI CFO tells you if it has become hard to defend.
One plan for the whole team
Regional heads own their numbers and edit them directly. The CEO sees the roll-up. The board gets a view-only login. Add as many users as you like, each with the right access level. Nobody emails a spreadsheet again.
Catch drift while it's still small
Connect your BI and actuals flow in on their own, so the gap against plan shows up straight away. A late payment provider shows up as revenue at risk, and a missed hire shows up in the budget.
Walk into the board meeting already challenged
The AI CFO has already asked the hard questions, and your answers are on file. Funding, runway and break-even are always current, so an investor update takes minutes.
How it works
From your spreadsheets to a live plan in 48 hours.
Discovery call
We go through your regions, launch dates, team and the numbers you already have.
45 minutesAI-assisted model build
AI turns your spreadsheets into the model, region by region, and every figure is checked by hand. The AI CFO gives the first review before you see it.
Within 48 hoursBranded and online
Your name, logo and colours, on its own address with its own storage and logins for your team.
yourbroker.thebrokerplan.comTrack, debate, adjust
Actuals arrive from your BI (or your team types them in), commissions work themselves out, and the team debates the AI CFO's findings and adjusts the plan. New features reach your plan as they're released.
Ongoing
Two ways to work
We build it for you, or you run it yourself.
Every plan is quoted to its scope: the number of regions, how much data we bring in, and the support you want afterwards.
Done for you
We build your plan with AI, brand it and host it. Your team logs in and starts working.
- Ready within 48 hours of the discovery call
- Plan built from your figures and spreadsheets
- AI CFO health check and debates included
- Connected to your BI for live actuals
- Your branding on your own address
- Separate hosting, storage and logins for your broker
- Unlimited users for your team, board and investors
- Every new feature added to your plan
Best for brokers launching or expanding into new regions who want a working plan in 48 hours.
Template licence
Take the plan template and set it up for your broker with your own team.
- The full plan template and its features
- AI CFO, connected to your own AI account
- Setup guide for your branding and regions
- Runs on your own cloud account
- Updates to the template as they're released
Best for brokers with an in-house tech team who want full control.
Your data, your AI
Your plan is yours. Nothing is shared between brokers.
A business plan holds your most sensitive numbers. Each broker's plan runs on its own, from storage to logins to the AI.
- Separate per broker
- Each plan has its own server, storage, sign-in and backups. No two brokers share anything.
- AI on your terms
- The AI CFO is told about your business and a summary of your plan, and only answers when someone asks it. It can be switched off for any plan.
- Named accounts
- Every person signs in with their own login, and every change is recorded with who made it.
- Unlimited users, set access levels
- No limit on logins. Each person is an admin, an editor or view-only, and can be limited to certain regions. Sensitive pages, like the CFO Health Check, are shown only to the people you choose.
- Backups & exports
- A nightly backup, full version history, and an export of the whole plan whenever you like.
FAQ
Questions brokers ask first
How exactly is AI used?
In three places. The AI CFO reviews the plan and debates its findings with you. Competitor Intel uses AI to sort what other brokers are doing in your markets. And your plan is built and maintained with AI, with every number checked by a person. The plan's figures always come from you and your team, never invented by the AI.
Which AI is behind the AI CFO?
Claude, made by Anthropic. When someone debates a finding, the AI receives the finding, a summary of the plan's figures and the conversation so far. Nothing is sent unless someone asks it a question.
Is this only for new brokers?
No. It works for a broker that is about to launch and for an established broker opening new regions or a new commercial division. For an established broker the plan covers only the new business, and the AI CFO is told that, so it doesn't count costs the broker already carries.
Can you start from our existing spreadsheets?
Yes, and that's the usual starting point. Your regional models, budgets and hiring plans are brought into the plan with AI's help, checked, and then your team keeps them up to date in one place.
Which regions and periods does it cover?
Any. The sample plan uses MENA, South Asia, Latam, Brazil, Africa and a central Operations cost centre over 39 months, but every plan is tailor-made: the regions, launch dates and period are set to yours.
Can we use our own domain?
Yes. By default your plan lives at yourbroker.thebrokerplan.com. It can also run on a subdomain of your own website.
How long does it take, and what does it cost?
Your plan is built and online within 48 hours of the discovery call, once we have your figures. Every plan is tailor-made and quoted to its scope. Send a request and you'll get a quote, usually within two working days.
Can it connect to our BI or back office?
Yes. The plan can be connected to your broker's BI so actuals such as registrations, FTDs, deposits, volume and revenue arrive on their own and sit next to the plan, month by month. Targets, commissions and the AI CFO then work from live figures. Without a connection, your team types the actuals in.
Request a plan
Tell us about your broker.
You'll get a reply within two working days, with a time for a short call and a quote. After the call, your plan can be live within 48 hours.
- No commitment to request a quote
- Your details are used only to reply to you
- Prefer email? Write to hello@thebrokerplan.com