AccountPlan.pro

Create a custom account sales plan for any publicly traded company using just the ticker symbol of the account. Great for enterprise sales reps and leaders!

Every enterprise seller knows the drill. Before you can call high, you need to know the account cold — their strategy, their headwinds, their numbers, and the initiatives the C-suite actually loses sleep over. The intel is all sitting in their SEC filings. The problem? Nobody has three hours to read a 10-K before a first meeting.

AccountPlan AI fixes that. Type in a ticker symbol. Get a complete, ready-to-use account plan built from the company's most recent 10-K and 10-Q — the same primary sources your prospect's own board reads.

How it works

Enter any U.S. publicly traded ticker The app pulls the latest annual (10-K) and quarterly (10-Q) filings straight from the source It parses the filings and surfaces what matters to a seller, not an analyst You get a structured account plan you can walk into your next call with

What's inside every plan

Strategic initiatives & priorities — the bets leadership is making, in their own words Risk factors — the threats keeping the CFO up at night, and where your solution fits Financial snapshot — revenue, margins, cash position, and the trends behind the numbers Segment & business breakdown — where the money comes from and where it's shifting Talking points & hooks — angles that tie what you sell to what they've publicly committed to Discovery questions — sharper questions, grounded in their actual disclosures

Built for sellers who call high Whether you're an enterprise AE, a strategic account manager, or a sales leader prepping your team for a key pursuit, AccountPlan AI turns hours of pre-call research into minutes. Walk into every meeting sounding like you've studied the business — because you have.

Why filings beat the usual research News coverage is filtered. Sales-intelligence subscriptions are expensive and generic. A company's 10-K and 10-Q are the unfiltered, board-level truth — written by the company, vetted by their lawyers, and legally required to be honest. AccountPlan AI puts that primary source to work for you.

Less prep. Sharper plans. More time selling.

Download AccountPlan AI and turn your next ticker into your next opportunity.

AccountPlan AI is a sales-research and account-planning tool. It is not investment, financial, or trading advice.

Terms of Use (EULA): https://accountplanpro.netlify.app/terms