Overview

An automated workflow that transforms client startup data into professional business plans with market research and financial projections, specifically designed for Chartered Accountants' advisory practice.

The Business Case

Current Challenge:

CAs spend significant time on manual research and financial Porjections for startup clients, limiting their capacity to take on advisory engagements at scale.

Solution:

AI-powered automation that delivers comprehensive business plans in minutes, allowing CAs to focus on professional validation and client consultation.

How It Works

Input

Client provides basic startup information via Google Sheets:

1. Problem and solution description
2. Product/service details
3. Founder information
4. Current development stage
5. Key differentiators

Processing (3 Automated Stages)

Stage 1: Market Research (Gemini AI)

1. Industry analysis with 2024-2025 data
2. Market sizing (TAM/SAM/SOM)
3. Competitor benchmarking
4. Business model analysis
5. Regulatory compliance review

Stage 2: Financial Modeling (Claude Sonnet)

1. Derives assumptions from market research
2. Monthly projections for Year 1
3. Annual projections for Years 2-5
4. Revenue, costs, EBITDA, and cash flow
5. Break-even analysis

Stage 3: Document Generation

1. Complete business plan with integrated financials
2. Separate market research report
3. Both outputs in editable Google Docs format

Output

Two professional documents ready for CA review:

1. Market Research Report
2. Complete Business Plan with 5-Year Financials

Practical Application Example

Scenario: CA receives inquiry from fintech startup seeking funding

Traditional Process: 2-3 weeks of research, analysis, and documentation

With AI Automation:

1. Client fills Google Sheet
2. Workflow executes
3. CA reviews and refines output
4. 
   

Key Success Factors

1. AI conducts initial research using verified data sources
2. Financial projections based on analytical reasoning, not assumptions
3. CA retains professional oversight and final validation
4. Editable outputs allow customization for specific client needs
5. Repeatable process across different industries and stages

Technical Requirements

1. n8n workflow automation platform
2. Google Gemini API access
3. Anthropic Claude API access
4. Google Workspace integration
5. Basic workflow setup and customization