SmartPlan Analytics

SmartPlan Analytics

Business Consulting and Services

Houston, Texas 6 followers

Driving Growth through Data-Driven Strategies to help your business thrive and sustain.

About us

𝗦𝗺𝗮𝗿𝘁𝗣𝗹𝗮𝗻 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 is dedicated to helping start-ups and small businesses drive growth through data-driven strategies that improve efficiency, increase profitability, and promote long-term success. We are committed to 𝗽𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 that meet each of our client’s unique needs, 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗶𝗻𝗴 𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗶𝗻 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴, 𝗙𝗣&𝗔, 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 𝘁𝗼 𝗵𝗲𝗹𝗽 𝘁𝗵𝗲𝗺 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝘁𝗵𝗲𝗶𝗿 𝗴𝗼𝗮𝗹𝘀.

Industry
Business Consulting and Services
Company size
2-10 employees
Headquarters
Houston, Texas
Type
Self-Employed
Founded
2021
Specialties
Financial Planning and Analytics, Business Valuation, Financial Modeling, Data Analytics, and Business Planning

Locations

Employees at SmartPlan Analytics

Updates

  • 🚀 Revolutionizing Credit Scoring for SMEs in the Age of Data Analytics! 📈 Discover how cutting-edge data analytics transforms credit scoring models for small and medium enterprises (SMEs). 💡 This insightful presentation explores: - The limitations of traditional credit scoring models for SMEs. - The power of integrating alternative data sources for a more comprehensive assessment. - The role of machine learning and AI in shaping the future of credit scoring. Don't miss out on this valuable resource for SMEs and financial professionals alike! 💼 #creditscoring #dataanalytics #SME #fintech #machinelearning #AI

  • View profile for Ekkarit Gaewprapun, DBA, CMA, FMVA®, graphic

    Founder & CEO @ SmartPlan Analytics | Driving Growth through Data-Driven Strategies

    𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐰𝐢𝐭𝐡 𝐋𝐚𝐫𝐠𝐞 𝐋𝐚𝐧𝐠𝐮𝐚𝐠𝐞 𝐌𝐨𝐝𝐞𝐥𝐬 Kim et al. (2024) examine the potential of large language models (LLMs), like GPT-4, to revolutionize financial statement analysis. The research focuses explicitly on GPT-4's ability to predict the direction of a company's future earnings using only numerical data from financial statements. For financial analysts, the study's key takeaways are: * 𝗟𝗟𝗠𝘀 𝗮𝘀 𝗮 𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗧𝗼𝗼𝗹: LLMs, when properly prompted, can match or even exceed the performance of human analysts in predicting earnings direction. This suggests that LLMs could be a valuable tool for analysts, improving the accuracy and efficiency of their forecasts. * 𝗖𝗼𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: While GPT-4 outperforms analysts on average, the study finds that human analysts and LLMs offer complementary insights. Analysts may better interpret complex financial situations or incorporate soft information, while LLMs can quickly process large amounts of data and identify patterns that humans might miss. This suggests that a combination of human expertise and LLM capabilities could be the most effective approach to financial analysis. * 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: The study emphasizes the importance of the narrative insights generated by GPT-4 during its analysis. These narratives, which explain the reasoning behind the model's predictions, are informative for analysts and contribute to the model's predictive accuracy. This suggests that analysts could benefit from paying attention to the qualitative insights generated by LLMs and their quantitative predictions. * 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹𝗲𝗿 𝗙𝗶𝗿𝗺𝘀: GPT-4 is particularly adept at predicting earnings for smaller companies, where analysts often struggle. This could open up new opportunities for analysts to leverage LLMs to gain an edge in analyzing smaller-cap stocks. Overall, this research suggests that LLMs like GPT-4 have the potential to enhance the work of financial analysts significantly. By understanding and leveraging these models' capabilities, analysts can improve their forecasts, gain new insights, and uncover untapped opportunities in the market.

    Financial Statement Analysis with Large Language Models

    Financial Statement Analysis with Large Language Models

    papers.ssrn.com

  • 🚀 𝗨𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗼𝗳 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗮𝘁𝗮 𝘄𝗶𝘁𝗵 𝗗𝗮𝘁𝗮 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻! 📊 Understanding complex financial information is crucial for SMEs in today's fast-paced business world. 🌐 This presentation thoroughly explores the transformative power of data visualization in financial reporting, offering actionable insights and real-world applications. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: 1. 𝘌𝘯𝘩𝘢𝘯𝘤𝘦𝘥 𝘊𝘭𝘢𝘳𝘪𝘵𝘺: Simplify complex financial data with interactive dashboards and infographics. 🖥️ 2. 𝘐𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘋𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴: Make data-driven decisions with real-time insights from dynamic visual tools. 📉 3. 𝘚𝘵𝘢𝘬𝘦𝘩𝘰𝘭𝘥𝘦𝘳 𝘌𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵: Communicate effectively with investors and stakeholders using compelling reports. 📝 4. 𝘙𝘦𝘴𝘰𝘶𝘳𝘤𝘦 𝘖𝘱𝘵𝘪𝘮𝘪𝘻𝘢𝘵𝘪𝘰𝘯: Identify trends, anomalies, and opportunities to allocate resources more efficiently. 💡 Embrace the power of data visualization and drive your SME towards greater transparency, better decision-making, and sustained growth. 🌟 #DataVisualization #SMEs #FinancialReporting #BusinessGrowth

  • 🚀 Unlock the Power of Data-Driven Customer Retention for Your Small Business! 📈 In today's competitive landscape, retaining customers is more crucial than ever for small businesses. By leveraging data-driven strategies, you can: ✅ Gain valuable insights into customer behavior and preferences ✅ Streamline retention efforts using practical tools like CRM and marketing automation ✅ Foster long-term loyalty through personalized experiences and rewards ✅ Measure success with key metrics and make data-driven optimizations Discover how embracing data-driven customer retention can help your small business cultivate loyal customers, drive sustainable growth, and secure a competitive edge! 🔒 Read our comprehensive guide, "Data-Driven Customer Retention Strategies for Small Business," to learn the tools, techniques, and best practices for forging lasting customer relationships. 🤝 #CustomerRetention #DataDriven #SmallBusinessGrowth #Loyalty #Personalization

  • 🚀 𝗨𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲 𝗦𝗲𝗰𝗿𝗲𝘁𝘀 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗛𝗲𝗮𝗹𝘁𝗵 🚀 I'm excited to share our latest presentation: "𝙉𝙖𝙫𝙞𝙜𝙖𝙩𝙞𝙣𝙜 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙃𝙚𝙖𝙡𝙩𝙝: 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝙏𝙤𝙤𝙡𝙨 𝙖𝙣𝙙 𝙄𝙣𝙨𝙞𝙜𝙝𝙩𝙨 𝙛𝙤𝙧 𝙎𝙩𝙖𝙧𝙩𝙪𝙥 𝙎𝙪𝙘𝙘𝙚𝙨𝙨." This in-depth exploration provides essential strategies for mastering financial statements, metrics, and advanced analytical tools to enhance financial management in startups. 🔗 Dive deeper into our discussion with the accompanying article, "Evaluating the Financial Health of a Startup: Key Metrics," for more detailed insights and practical advice to ensure your startup's financial stability and growth. 👉 Read the article and explore the presentation today to begin transforming your financial strategy! #StartupFinance #FinancialHealth #BusinessGrowth #Entrepreneurship #FinancialAnalytics

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  • Explore our "Strategic Outcome-Based Budgeting" guide on enhancing public services! Discover actionable insights on aligning resources with goals to boost efficiency and transparency. Explore the full presentation here: #OutcomeBasedBudgeting #PublicFinance #StrategicPlanning

  • 🚀 Introducing the future of your SME's supply chain finance powered by data analytics! 📊💰 Discover how integrating data-driven strategies can help you: ✅ Optimize working capital ✅ Strengthen supplier relationships ✅ Enhance financial performance Our latest article, "Optimizing Supply Chain Finance for SMEs Through Data Analytics," provides practical insights and real-world case studies to guide you on your journey to supply chain excellence. 🔗 Read now: Optimizing Supply Chain Finance for SMEs Through Data Analytics (smartplanalytics.com) Don't miss out on this opportunity to gain a competitive edge and drive sustainable growth for your business. 🌱💪 #DataAnalytics #SupplyChainFinance #SMEGrowth

    Optimizing Supply Chain Finance for SMEs Through Data Analytics

    Optimizing Supply Chain Finance for SMEs Through Data Analytics

    smartplanalytics.com

  • 🚀 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐃𝐚𝐭𝐚 𝐓𝐬𝐮𝐧𝐚𝐦𝐢: 𝐓𝐡𝐞 𝐒𝐦𝐚𝐥𝐥 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐆𝐮𝐢𝐝𝐞 𝐭𝐨 𝐌𝐚𝐫𝐤𝐞𝐭 𝐓𝐫𝐞𝐧𝐝𝐬 📈 The global rise of data means that staying ahead of market trends is no longer an advantage but a matter of survival and growth for small businesses. At SmartPlan Analytics, we have published an insightful article that centers on Big Data and its transformative potential. Thus, we help you turn the sea of the digital ocean into specific and sharp sets of estimates that drive your entity forward. 🔍Unpacking niche opportunities and creating products that resonate with your target market – it is not only for tech giants any longer. We offer pragmatic advice, exciting cases of success, and expert commentary to assist you in handling Digitalization. 🌟 Highlight: Defy the odds—We show how smaller ventures like Sweet Green, Stitch Fix, and Warby Parker used data analytics to achieve spectacular results. In addition, we propose tailored strategies from these comprehensive solutions that are suitable for small businesses. 💡 Whether you want to refresh your approach or plan for the future, Big Data is your lighthouse in the dark. Read the whole guide & enlighten your business path today.

    Harnessing Big Data to Identify Market Trends: A Guide for Small Business Owners

    Harnessing Big Data to Identify Market Trends: A Guide for Small Business Owners

    smartplanalytics.com

  • 🚀 Unlock the Power of Data-Driven Decisions for Your Small Business! 📈 More than relying on intuition is required in today's fast-paced and highly competitive business landscape. Embrace the revolution of data-driven decision-making and take your small business to new heights! 📊 Our comprehensive guide, "Empowering Growth: The Ultimate Guide to Data-Driven Decision Making for Small Businesses," is here to help you navigate this transformative journey. Discover how to: ✅ Collect, analyze, and apply data to build winning strategies ✅ Enhance processes, personalize products, and boost customer satisfaction ✅ Level the playing field and compete with larger rivals ✅ Optimize resource allocation and improve operational efficiency ✅ Measure the impact of your data-driven decisions 💡 Don't miss this opportunity to future-proof your success in a data-oriented world. Read our guide now and unlock the potential of your small business! 🔗 Click the link in the comments to access the complete article and start your data-driven journey today! #DataDrivenDecisions #SmallBusinessGrowth #Entrepreneurship #BusinessIntelligence #Insights

    Empowering Growth: The Ultimate Guide to Data-Driven Decision Making for Small Businesses

    Empowering Growth: The Ultimate Guide to Data-Driven Decision Making for Small Businesses

    smartplanalytics.com

  • 🚀 𝐀𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 𝐒𝐭𝐚𝐫𝐭𝐮𝐩 𝐎𝐰𝐧𝐞𝐫𝐬: 𝐔𝐧𝐥𝐨𝐜𝐤 𝐭𝐡𝐞 𝐒𝐞𝐜𝐫𝐞𝐭 𝐭𝐨 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐮𝐜𝐜𝐞𝐬𝐬! 💰 Do you need help navigating the complex world of startup finances? Our latest article, "Financial Strategy Development for Startups: An Analytical Approach," is your ultimate guide to creating a robust, data-driven financial plan to propel your startup to new heights. Discover the key components of a strong financial strategy, learn how to avoid common pitfalls, and gain valuable insights from real-world success stories like Airbnb and Slack. 📈 Don't let financial challenges hold you back any longer. Take control of your startup's financial future today! 🌟 Please read the full article now and start your journey towards financial excellence. 👉 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 𝙛𝙤𝙧 𝙎𝙩𝙖𝙧𝙩𝙪𝙥𝙨: 𝘼𝙣 𝘼𝙣𝙖𝙡𝙮𝙩𝙞𝙘𝙖𝙡 𝘼𝙥𝙥𝙧𝙤𝙖𝙘𝙝 is a comprehensive guide that empowers startup owners to create robust, data-driven financial strategies. The article highlights the importance of adopting an analytical approach to financial planning, which enables startups to transform data into actionable insights and make informed decisions. It explores the key components of a solid financial strategy, including capital management, revenue modeling, cost management, cash flow forecasting, and risk assessment. The article also provides real-world examples of successful startups like Airbnb and Slack that have leveraged data-driven insights and financial modeling techniques to optimize their operations and achieve significant growth. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 1. Adopting an analytical approach to financial planning is crucial for startup success. 2. A comprehensive financial strategy should encompass financial planning, budgeting, forecasting, and risk management. 3. Effective capital management involves balancing equity and debt financing to optimize valuation and investor relations. 4. Revenue modeling and cost management enable startups to make informed decisions based on key metrics like MRR and CAC. 5. Cash flow forecasting and management are critical for ensuring a startup's survival and sustainability. 6. Identifying and mitigating potential financial risks through scenario planning and stress testing is essential. 7. The financial strategy must be continuously refined and adapted for long-term success based on market conditions and business objectives.

    Financial Strategy Development for Startups: An Analytical Approach

    Financial Strategy Development for Startups: An Analytical Approach

    smartplanalytics.com

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