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Business Plan Software
Business Plan software helps entrepreneurs, startups, and business developers write detailed business plans. Business Plan software includes financial budgeting and investor tools to help you secure investment capital or business loans. Often you can create reports, graphs, and other visuals to illustrate your business' current and forecasted growth. Business Plan software is related to Business Management software and Business Performance Management software. Read more Read less
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Be a more confident business owner and strategically manage your business from day one and onward with LivePlan.
Learn more about LivePlan
The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs.
Just starting your business? Easily create a polished, professional business plan in a format lenders and investors expect to see. LivePlan's expert guidance, 500+ example plans, and support make writing your business plan easy.
Looking to grow your business? Forecast and run multiple scenarios in LivePlan using your real accounting data to make confident decisions.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans.
Learn more about Aha!
Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans. Choose from six strategic models — including lean canvas, SWOT, Porter’s 5 forces, segment profile, and 10Ps marketing matrix — to visualize your business plan. Generate a roadmap to show the timing and scope of critical initiatives, launches, and projects. Create a live dashboard so you can track progress and communicate updates.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Trusted by teams of 2 to 20,000 to plan, track, and collaborate on work, Jira offers every team the top tools and practices for growth.
Jira is the #1 agile project management tool for all teams to plan, track, and manage any project. Customize workflows to your team’s processes, integrate with over 3,000 apps, automate any task or process with a few clicks, and get rid of mundane tasks with AI. As your single source of truth, Jira seamlessly connects teams that build software with those who launch and support it, so you never lose track of progress or context. And with a free edition, teams of up to ten users can leverage all the power of Jira at no cost, forever.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time Gantt charts and dashboards, and work automation features.
*2018 Awards: Named a Leader in Enterprise Collaborative Work Management by Forrester Research, Selected to Deloittes Fast 500 List, Recognized for Technology Innovation & Vision by 451 Research
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Xero is a beautiful online accounting software solution for small businesses, sole traders, and accountants in any industry.
Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Get your business finances and cash flow updated in real time, import transactions from bank accounts, and integrate with 3rd-party business applications. Xero accounting software allows unlimited user logins and provides access to data through a single ledger, making it easier to collaborate.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Wrike is a project planning platform with ready-made business templates, versatile Gantt charts, custom-built reports, and more.
Wrike is a business planning platform used by more than two milllion people across 140 countries. Kickstart your business plan with ready-made templates that outline deliverables and prioritize tasks. Develop your timeline with intuitive Gantt charts – adjust milestones and due dates in seconds with a drag-and-drop builder. Create custom reports to showcase results and share with potential investors. Improve your planning process and increase your chances of success with Wrike.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Kajabi is the all-in-one tool created to empower people to build digital products, market, and sell their expertise online.
Kajabi is the best way to monetize your knowledge online. Build online courses, membership sites, communities, podcasts, coaching programs, and digital downloads. Use our templates to jumpstart your content sales. Market with a fully-fledged website, CRM, affiliate marketing, and sales funnels. Grow your business with analytics, payment processing, and included customer training resources.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Productboard is the customer-driven product management system that empowers teams to get the right products to market, faster.
Productboard is the customer-driven product management system that empowers teams to get the right products to market, faster. It provides a complete solution for product teams to understand user needs, prioritize what to build next, align everyone on the roadmap, and engage with their customers. Productboard is easy to use, enables company-wide collaboration, and integrates into existing workflows. Over 6,000 organizations around the world use Productboard to build excellent products.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
STRATWS One helps companies to collect and consolidate data in KPIs and empowers managers to act when results are below the target.
STRATWS ONE helps companies to collect and consolidate data in KPIs. It empowers managers to act when results are below the target using problem solving methodologies as DMAIC and PDCA. Our collaborative platform increases the engagement in company's goals and performance.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Business management software designed specifically to help businesses set, measure, and execute goals while managing their day-to-day.
Business Base is an easy to use, results focused, and all-in-one business management software.
Designed specifically to help businesses set actionable goals and achieve them through better organization, measurement, and communication.
Business Base creates a team shaped workflow that connects everyone.
Featuring supportive tools such as goal setting, strategy planning, objective measurement, and organizing applications such as notes, tasks, as well as reminders.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Upmetrics is an AI-powered business planning tool—to create business plans, prepare financial projections, and long-term strategies.
Upmetrics is an AI-powered business plan software designed to help entrepreneurs craft detailed, lender-ready business plans.
Upmetrics simplifies the business planning process with comprehensive features including step-by-step guides, robust AI assistance, visually appealing templates & tools for detailed financial forecasting.
The platform also offers 500+ sample plans and ready-to-use strategic planning templates equipping you with everything needed to validate ideas, launch businesses, and secure funding.
Whether you're a small business owner, student, business consultant, or an incubator, Upmetrics provides tools for everything from lender-ready business planning to financial forecasting and strategic planning assistance.
Starting at just $7 a month, Upmetrics offers usage-based flexible pricing and a 15-day money-back guarantee.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
IdeaBuddy is an all-in-one business planning software, powered by AI that helps entrepreneurs turn their ideas into reality.
Unleash your entrepreneurial spirit with IdeaBuddy, your AI-powered ally for crafting, refining, and validating your business ideas.
From building robust business models to creating detailed financial forecasts, IdeaBuddy simplifies the journey from concept to reality. With intuitive industry guides and templates, transforming your vision into a viable business has never been easier.
But don't just take our word for it. IdeaBuddy has been featured as the best tool for ideation on Forbes' list of the Best Business Plan Software in 2024.
Join thousands of satisfied users and start your 15-day free trial today.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
ClearPoint Strategy software automates strategy planning and reporting processes to transform the way organizations manage performance.
ClearPoint Strategy is an innovative software tool reshaping the way organizations manage performance. The platform makes business reporting automatic and efficient, so organizations can focus on what matters most: executing their strategies.
ClearPoint's comprehensive and user-friendly interface simplifies the complexities of strategic planning by ensuring cross-departmental alignment, facilitating collaboration, and fostering transparency among stakeholders. Real-time progress tracking and AI-powered insights turn goals into actionable plans and promote decisions that are data-driven.
As a trusted partner invested in your success, ClearPoint serves as a catalyst for sustainable growth. Providing tailored solutions and support, ClearPoint Strategy is where technology and expertise meet to drive strategic success.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
ProAI brings enterprise quality consulting deliverables to startups and SMEs by providing customized solutions for starting, scaling an
ProAI offers an AI-powered platform for creating bespoke business plans, utilizing data from leading consulting firms. It's designed for startups and enterprises seeking to secure funding, outpace competition, and grow rapidly.
The service includes an interactive questionnaire to understand your business deeply, generating tailored plans with financial forecasts. Users can download their plans in Microsoft Office format, allowing for easy refinement. ProAI emphasizes privacy and security, with a commitment to not sharing or training on user data.
Additional features include a pitch deck generator, market research, an investor list builder, and marketing plan tools, all aimed at providing comprehensive support for business growth and funding efforts.
Trusted by 1,000s of businesses, ProAI positions itself as a tool for anyone looking to quickly and securely craft a detailed business plan and financial model to drive their success forward.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
ESM supports beginner and advanced strategy practitioners. Our STRATEGY, OKR, CYBER, and PERFORM modules stand alone or link together.
ESM+Strategy helps organizations design, track, and adapt their strategic plan. With automated Balanced Scorecards, strategy maps, dashboards, and instant reports, ESM brings strategy to life.
When starting out, you'll go through a tutorial to enter in key strategic objectives, measures, and initiatives. Once the strategic architecture is in place, organizations use ESM to centrally collect updates on progress, eliminating the need for exhausting spreadsheets and slide decks.
Learn more about ESM+Strategy
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Business Plan Software for Windows. It generates the financial forecast projection with actual values, by county and economic sector.
Business Plan Software. It generates the financial forecast projection with actual values, including budgets, financial evaluation, and cash flow by country and economic sector. It uses Excel and Word and has an online manual with examples, cases, and references. Reports in English, Spanish, Portuguese, French, or Italian. Your project is on your PC and not in the cloud, Perpetual License, No subscription, just one payment.
Learn more about Intecplan
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Valutico is the world’s leading valuation platform, allowing you to value a business in minutes.
Valutico is the world’s leading valuation platform, allowing you to value a business in minutes.
Valutico’s all-in-one platform lays 3TB of company data at your fingertips, with 1m+ transactions, 53,000+ peers, and 28 valuation techniques.
Join the 750+ financial firms across more than 90 countries who use Valutico, and:
- Have access to world-leading market data from the most-trusted sources
- Download reports at a click of a button
- Run different valuation scenarios in seconds
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Unlock Sales Brilliance with Klyck — a dynamic platform for content management, playbooks, and seamless collaboration.
Unlock Content Brilliance with Klyck — a dynamic platform for content management, playbooks, and seamless collaboration.
Find the right content for any scenario, effortlessly share it with prospects and team members, and gain insights into how your content performs. Klyck ensures your conversations are seamless, deals progress faster and time isn't wasted.
Content Library — Make it easy to find content for every interaction. Organize your content by using filters, tags, categories and more.
Content Analytics — Unlock insights into engagement and utilization. Track how prospects interact with your content including opens, views, and time spent.
Sales Playbooks — Empower your team with organized steps for success. Our playbooks bring content, messaging, and training to your fingertips.
Digital Sales Rooms — Centralize deals with ease. No more endless email threads, just streamlined information, content and next steps for your customers.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Manual processes impacting execution? Leading organizations trust AchieveIt to manage and execute business plans and key initiatives
Tired of manually collecting progress updates & managing siloed data across various plans & initiatives? Are these manual processes impeding your visibility and impacting execution?
Organizational leaders trust AchieveIt to connect, manage, & execute their most important plans and initiatives - improving visibility, increasing accountability, and driving collaboration.
That's why leading organizations across industries trust AchieveIt for their business plan management.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
A modern business planning platform for entrepreneurs, startups, and small businesses.
The Bizplan platform is a modern take on business planning tools featuring a guided builder, drag-and-drop modules, automatic financial projections, and team and investor collaboration capabilities. Bizplan is ideal for entrepreneurs, startups, and small businesses looking to develop short and long-term business plans.
Learn more about Bizplan
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Local product
Causal is the next generation business planning platform. Build complex models effortlessly and share them with interactive dashboards.
Causal was built to help you answer your business’ hardest questions before anyone else in the company has even thought of them.
Causal is an FP&A platform that lets you build financial models effortlessly, connect them directly to your data, and share them across your teams with interactive dashboards, reports and beautiful visuals.
Fast-growing companies use Causal as their strategic hub — they forecast with accuracy, share insights instantly and accelerate decisions across the business.
Learn more about Causal
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Comprehensive business planning in under 2 hours. The content is provided - simply sort through cards and identify your top priorities.
You'll save many hours because 90% of the work is done for you. Instead of having to come up with a plan from scratch, the content is provided under six key areas - sales, finance, goods & services, people, brand & marketing, and operations. All you have to do is sort through cards, identifying the top priorities in your business and the steps needed to accomplish your goals. Intuitive and very easy to use, it provides the framework to run your business more efficiently and profitably.
Learn more about Businessorter
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Workee - co-pilot for freelance business.
Over 13,000 professionals already joined Workee and generating millions of dollars with our solution. 4 simple steps that are making Workee great:
🌍 We build your personal website with branding, styles and templates using AI! It takes 1 minute to have your website ready!
💸 You got an entire booking and payment system already built for you. Get paid directly to your account with Stripe, PayPal, or any payment provider with Custom Payments feature!
🤖 We make your work effortless with AI - generate lesson plans, homework, quizzes, meeting and coaching sessions in 1 click!
🚀 We help to promote your business with Workee Ads - launch ads in Facebook and Instagram with us!
Workee is 100% free, you can upgrade anytime. Join Workee today.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Rhythm software provides a competitive advantage to help high-growth companies execute and hit their strategic growth goals.
Rhythm Systems cloud-based business plan software and white-glove service provide a competitive advantage to help fast-growth companies execute and hit their growth goals more predictably. Our clients use Rhythm to clearly document their strategic plans and create weekly dashboards so their teams can be held accountable to execute against them. Our implementation is quick and painless. We put your plan into Rhythm and your team is up and running at your next weekly meeting.
Learn more about Rhythm
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
Vistaly is a customer discovery and prioritization platform for creating evidence-based roadmaps for high-performing teams.
Vistaly is a customer discovery and prioritization platform – visually connecting customer insights, business metrics, and analytics to simplify prioritization and create impactful roadmaps across your organization.
Vistaly integrates with your task management solutions and data sources to save time gathering and sharing information. Get closer to your customers and deliver higher quality work faster, with the only single workspace to connect strategy, discovery, and delivery –– visually.
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Features
- Financial Templates
- Business Plan Templates
- Step-by-Step Wizard
- Investor Management
- Budgeting/Forecasting
- Pitch Presentation
- Financial Modeling
- Goal Setting/Tracking
- Financial Reporting
