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The Standard, Notary, Bank and Advisory templates

⏱ 5 min readUpdated on

A notary, a banker and a client do not expect the same document. Fiplan composes the report for its recipient — the order of the legal items, the financing request, the recommendations — from the same figures.

What it is for

In the Report module, the first setting, ① Template, chooses the sections and their order. An “optional” section is switched off by default and is ticked in Optional sections, below the four templates; a section without data is left out, never filled with zeros.

TemplateIts sections, in order
StandardContents · Executive summary · The request (optional) · Description of the planned activity · Sources of financing and guarantees · Assumptions · Opening balance sheet · Balance sheet — Assets · Balance sheet — Liabilities · Appropriation of result · Income statement · Annual cash flow · Monthly cash flow · Debt service capacity · Taxation · Value added tax · Ratios · Pinned charts · Controls · External expert (optional) · Appendices
NotaryConcordance table · Description of the planned activity · Sources of financing and guarantees · Opening balance sheet · Balance sheet — Assets · Balance sheet — Liabilities · Income statement · Monthly cash flow · Assumptions · External expert · Appendices (optional)
BankThe request · Contents · Executive summary · Description of the planned activity · Sources of financing and guarantees · Debt service capacity · Annual cash flow · Monthly cash flow · Opening balance sheet (optional) · Balance sheet — Assets · Balance sheet — Liabilities · Appropriation of result · Income statement · Ratios · Assumptions · Taxation (optional) · Value added tax (optional) · Pinned charts (optional) · Appendices
AdvisoryContents · Executive summary · Recommendations and action plan · Ratios · Debt service capacity · Income statement · Annual cash flow · Pinned charts · Description of the planned activity · Assumptions · Taxation · Value added tax · Sources of financing and guarantees (optional) · Balance sheet — Assets (optional) · Balance sheet — Liabilities (optional) · Appropriation of result (optional) · Monthly cash flow (optional) · Appendices (optional)

Each template also reads its own Plan information (setting ③): 2 fields for the Standard template, 5 for the Notary, 6 for the Bank, 2 for the Advisory template.

Steps

  1. Open the Report module; in ① Template, choose one of the four cards.
  2. Below the cards, tick the Optional sections to include: the choice is kept for each template.
  3. Open ② Document theme: each theme shows its colours and its name; it applies to the PDF and the Excel file, the figures do not change. When closed, the setting shows the dots of the chosen theme.
  4. Open ③ Plan information and fill in what the template asks for: the planned activity for all of them; the guarantees and the assumptions for the Notary template; the external expert for the Notary template; the financing request (amount, purpose, term) and the guarantees offered for the Bank template; the recommendations, one per line, for the Advisory template. When closed, the setting says how many fields are filled in.
  5. Download the PDF or the Excel file.
Setting ① “Template” open: the four templates, the optional sections, and the document theme summed up below.
Setting ① “Template” open: the four templates, the optional sections, and the document theme summed up below. (screen in French)

Worked example · Boulangerie Dupont SRL

For its incorporation, the bakery hands the notary the Notary template: 11 sections, from the concordance table to the appendices. For its bank, the same plan in the Bank template opens with the request — the loan of €40,000.00 over 5 years for the van — then the debt service capacity.

The downloaded file is named Plan-financier_Boulangerie-Dupont-SRL_2026-10-02.pdf.

Pitfalls

The Notary template is reserved for an incorporation. For an existing company, its card is greyed out: “Reserved for an incorporation: the plan of an existing company is not an incorporation plan.” An existing company is created with the Bank template.
The items of the incorporation plan are recommended, and Fiplan reminds you of them. For the Notary template, the planned activity, the guarantees and the assumptions are marked with an asterisk; as long as they are missing, a box reminds you of them with the Complete button. Nothing blocks the export: the document marks the missing passages “[to be completed]”.
The cover changes with the template. “Financial plan” for the first three, “Advisory report” for the Advisory template; no key figures on the cover of the Notary template.

What it changes

① Income statementNo effect€0.00A template chooses sections; it changes no figure.
② CashNo effect€0.00The four templates read the same cash flow.
③ Balance sheetNo effect€0.00The balance sheets are the same in every template.

Source

Companies and Associations Code (CSA / WVV), Article 5:4, § 2 (private limited company, SRL / BV), 6:5, § 2 (cooperative company, SC / CV), 7:3, § 2 (public limited company, SA / NV): the content of the financial plan at incorporation.

Fiplan convention (modeles-rapport.ts, informations-plan.ts, RapportStandard.tsx): the sections of each template, their order, the optional sections, the information each template reads.