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• Best Business Plan Software

10 Best Business Plan Software In 2024

Updated: May 3, 2024, 5:15pm

Writing a business plan not only helps you stay on track as you start a new business but it can also help you secure funding. You can create one from scratch with a simple template, but business plan software often has features to make it easier, more nuanced and overall better. It could even make the difference between bringing investors on board and going it alone. So, Forbes Advisor found the best business plan software that has the features you need at an affordable price.

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The Best Business Plan Software of 2024

Forbes advisor ratings, methodology, how to choose a business plan software, benefits of business plan software, frequently asked questions (faqs), next up in business.

Featured Partners

From $8 monthly per user

Zoom, LinkedIn, Adobe, Salesforce and more

On monday.com's Website

Yes, for one user and two editors

$9 per user per month

Google Drive, Slack, Tableau, Miro, Zapier and more

On Smartsheet's Website

Yes, for unlimited members

$7 per month

Slack, Microsoft Outlook, HubSpot, Salesforce, Timely, Google Drive and more

On ClickUp's Website

$9.80 per user per month

Salesforce, Adobe, Miro, Netsuite, Quickbooks, SAP

On Wrike's Website

• Wrike: Best overall
• Smartsheet: Best for goal management
• LivePlan: Best for financial forecasting
• Aha!: Best for roadmapping
• Bizplan: Best for beginners
• IdeaBuddy: Best for ideation
• iPlanner: Best for no-frills business planning
• Enloop: Best for automatic business plan creation
• AchieveIt: Best for consultant groups
• Business Sorter: Best for teams

Best Overall

Starting price

Free; $9.80 per user

Team messaging

Roadmapping

Wrike is a project management (PM) tool that works well as business plan software because it gives you tools to help you gather and compare your data. Wrike makes it easy to start your business plan with its collaboration tools, business plan templates , drag-and-drop interface and goal management features. Another benefit of using Wrike to build your plan is that you see your ideas and goals from multiple views: Gantt chart, calendar or board views.

There are a few reasons why it’s a good idea to use Wrike for your business plan. First, you can map out exactly what your business goals are in a project, invite teammates to collaborate and message business partners to discuss everything. Plus, you can export your data when you’re ready to put all the details into a presentation to hand over to potential investors.

Wrike offers a free plan that’s good for putting your vision down in task and project form, but you may want to upgrade to a paid plan to invite collaborators, get custom workflows and add more views and automations. Paid plan pricing ranges from $9.80 per user, per month, to $24.80 per user, per month, both billed annually.

Learn more: Read our full Wrike review .

Who should use it:

Wrike makes it easy for any new business owner to create a business plan and collaborate with others on the financial and operational goals. Plus, it provides value after you finalize your business plan because it’s a good pick for a PM tool.

• Roadmapping ability
• Multiple views (Gantt, calendar and board)
• Business plan templates included
• Goal management via projects and tasks
• Free plan available
• Affordable plans
• No pitching tools
• No financial tools

Best for Goal Management

$7 per user, per month

(billed annually)

(added cost)

Using PM software like Smartsheet is a good idea for starting a business plan because it includes all the tools you need to collaborate and plan across multiple teams or stakeholders. It’s especially good for real-time goal management. Get your ideas in place, go over market and competitive research from other teammates and finalize everything together.

Smartsheet won’t help you write your business plan, but it does give you a place to compile all the data and then you can use one of its free business plan templates. As you figure out your milestones, you can invite an unlimited number of viewers to see how it’s going. The only downsides are that Smartsheet doesn’t have a native messaging app (you’ll have to use an integration), only commenting allowed and there’s no free plan.

Paid plans from Smartsheet cost $7 per user, per month, or $25 per user, per month (billed annually for both). The low-priced Pro plan limits you to 10 editors, but the Business plan allows unlimited editors (but it also has a three-user minimum).

Learn more: Read our full Smartsheet review .

Smartsheet lets you make changes in real time, so it’s a good option for those who are just starting to piece together a plan and looking for a way to manage ideas and goals before finalizing a business plan.

• Discounts for nonprofits available
• Automations on every plan
• Popular integrations allowed on low-tier plan
• 30-day free trial
• No free plan
• Only 10 viewers allowed on low-tier plan
• Three-user minimum on Business plan

Best for Financial Forecasting

$15 per month

One of the strongest cases for using LivePlan to create your business plan is its financial forecasting. It isn’t just a single feature, rather it’s a tool that lets you turn your balance sheet and cash flow statements into charts, graphs and what-if situations to help you show possible investors the best- and worst-case scenarios for your business.

There are two plans available: Standard or Premium (there is no free plan). The low-priced plan, which costs $15 per month (billed annually), doesn’t limit your contributors or guests and includes instructions to help you complete a business plan. It even includes the financial forecasting features and more than 500 sample plans to get you started.

The Premium plan costs $30 per month (billed annually), but it’s full-featured. You get a milestone planner and industry benchmark data, which can save you research time. Another timesaver: At this plan level, you can integrate QuickBooks or Xero to add your financial data seamlessly.

LivePlan is business plan software that includes prompts and accounting software integrations, making it great for new business owners that want easy financial forecasting.

• Unlimited guests and contributors
• Export finished business plan as PowerPoint presentation
• Includes step-by-step instructions with prompts
• 35-day money-back guarantee
• No free trial

Best for Roadmapping

$59 per user, per month

Every business plan starts with strategy and Aha! makes it easier to map out what you plan to do to get from point A to point Z. Aha! is primarily roadmapping software that product teams use to plan features, products or bug fixes. Any business in any industry can use it to shape ideas and strategy into plans and milestones.

Much like product development, business plans have phases and Aha! is ideal for the first few phases of business planning. Although you won’t find a scorecard feature with Aha! Roadmaps, you can score and prioritize your business vision and goals. Finally, you can present your plan to viewers (stakeholders) before you create your official business plan and secure funding.

There are three plans from which you can choose: Premium at $59 per user, per month; Enterprise at $99 per user, per month; and Enterprise+ at $149 per user, per month, all billed annually. The only reasons to upgrade to either Enterprise plan is if you want to add on automation, development tools and custom worksheets and tables.

Aha! Roadmaps is a great tool to help you strategize and get your ideas for your business in one place. You can use the presentation feature to share your business’s roadmap on your way to creating your finalized business plan.

• User-friendly interface
• Ability to score and prioritize ideas
• Share roadmaps with others
• Expensive for business plan creation
• Has a bit of a learning curve

Best for Beginners

$20.75 per month

Bizplan is specifically for business plan creation. It offers a guided walkthrough of each section you need for a complete business plan to use for funding or pitching to partners. Plug in the information, from your mission and goals to financial forecasts, and Bizplan will do the math and create the visual charts you need to get your point across.

Bizplan is very easy to use because it includes prompts and questions that take away the manual effort of figuring out what you need, so you can simply focus on providing the answers. When you’re satisfied you included all the data needed, you can invite stakeholders and consultants to look it over and add comments for approval or change requests. A unique feature of Bizplan is it gives you access to Fundable, a crowdfunding platform, on which you can share your business plan to try to generate funding.

Monthly pricing costs $29, but you can opt for annual pricing that averages to $20.75 per month. If you expect to need business plan software for much longer than a year, there’s a lifetime access option for $349 flat. All plans come with all features and access, including business courses, business planning tools and a route to investors.

If it’s your first time creating a business plan, Bizplan is a great choice to help guide you through all the sections you need to include in your plan for potential investors and partners.

• Monthly, annual and lifetime plans
• Unlimited business plans
• Unlimited collaborators
• Step-by-step instructions
• Modular, drag-and-drop interface
• Online business courses
• Access to Fundable
• Financial forecasting
• No roadmapping tools
• Lack of customization
• Only integrates with Xero

Best for Ideation

Free; $6 per month

IdeaBuddy is a basic business plan tool that lets you start for free, which is great for beginners who aren’t quite ready to create a plan. The idea plan feature is great because it lets you lay out your business plan on one page, giving you an overview. There are built-in sticky notes for brainstorming and custom templates to start you off with a bit of a guide (or just create your own).

Another great feature of IdeaBuddy is the whiteboard, which lets you drag and drop various elements, draw on it and collaborate with others to come up with your perfect business idea. That feature is locked behind the highest tier, so you’ll have to pay $22 per month (billed annually) to use it. However, that plan also gives you up to 10 collaborators and 10 ideas.

Other plans are more limiting: The free plan is for a solopreneur who has a single idea to work on and the Dreamer plan is $6 per month while the Founder plan is $12 per month, both billed annually. The Dreamer plan is also limited to one idea, but you get one collaborator while the Founder plan gives you up to three ideas and three collaborators. Plus, you’ll get access to the paid plans to export and share your plan with viewers.

IdeaBuddy is just what it sounds like: It’s best for ideation. You can create a full-fledged business plan, but this program is best suited for the very beginning stages of business creation.

• Free forever plan
• Affordable paid plans
• Monthly and annual billing options
• Easy to use
• Export to Word, Excel or as PDF
• Flexible whiteboard feature
• May be too basic for some users
• Doesn’t offer much guidance

Best for No-Frills Business Planning

$55 for one year

Business plan software doesn’t have to be fancy to be effective, and iPlanner certainly fits that bill. It’s been around since 2007 and it doesn’t appear to have updated its look or functions. The browser-based business planning software gives you a place to build out your business model and a business plan.

There are two different software options from iPlanner: Strategy Designer and Startup Framework. The Strategy Designer costs $59 for three plans, but it’s a one-time fee for the year. Choose it if you want a more condensed and no-frills kind of business plan. You can export it to Word or as a PDF.

The iPlanner Startup Framework is $55 per year, which gives you one plan to create. It’s similar to the Designer version, but you can create a business model, separate financials and build a team with various roles (view only, project owner or consultant).

iPlanner is best for those who have created a business plan before and don’t need hand-holding or fancy features.

• Business modeling option
• Samples on site for demoing
• Export to Word or as PDF
• No free plan or trial
• Not a lot of guidance
• Outdated interface

Best for Automatic Business Plan Creation

$11 per month

Enloop is a unique business plan app that generates a business plan for you based on information you provide. You can edit the text Enloop writes for you to make it more specific or change numbers in your financial forecasts as you see fit. Enloop offers a scorecard that updates as you change things, finish sections and make your business plan overall better.

Then Enloop compares your financial forecasts to industry standards, so you don’t have to do the research. The software shows you up to 16 ratios, such as sales, inventory and payables and then shows you what the average is for your industry as it compares to your financials. Enloop then gives you either a pass or fail so that you can modify your plan before you put anything into play.

Although Enloop doesn’t offer a free plan, there is a free trial for one week so you can see if it’s right for you. The Detailed plan costs $11 per month while the Performance plan is $24 per month, both billed annually. The biggest difference between the two plans is how many financial ratios Enloop analyzes: The Detailed plan only gets three ratios and Performance plan gets 16.

Enloop is best for those who have some experience creating business plans, not necessarily for those who are starting from scratch as there are no brainstorming or strategizing tools included. Use Enloop to create business plans quickly.

• Three business plans for each tier
• Generates a business plan automatically
• Compares your financials to industry standards
• Seven-day free trial available
• Scorecards indicate odds of success
• No messaging team members through app
• Not meant for strategizing

Best for Consultant Groups

$80 per, user per month

Not everyone wants to go it alone when creating business plans and consultants are often hired for industry expertise and business plan creation. AchieveIt offers generous plans that won’t limit the number of plans and projects you can create, so you can work on multiple business plans at one time.

Specifically, AchieveIt is planning software meant for medium to large teams to work on projects simultaneously. For business planning, it’s a great option for those strategizing and analyzing a variety of data points with multiple people—all of AchieveIt’s plans have a minimum requirement of 20 users.

Plans are pricey, especially when you consider the user minimum. Core, the lowest-priced plan, costs $80 per user, per month, and Plus is $90 per user, per month, both billed annually. So, it’s going to cost $1,600 per month, at least, which puts this software out of reach for most small businesses.

AchieveIt is a good choice for large businesses that need planning software and for business plan purposes, it makes most sense for established consultant groups.

• Unlimited plans and projects
• Collaboration tools
• Goal management
• 20-user minimum
• Pricier than most competitors
• Integrations at added cost

Best for Teams

Business sorter.

$10 per month

When you’re ready to craft your business plan, it can help immensely to have business planning software like Business Sorter. The cloud-based app makes it easy for you to start a plan and kicks off your business planning with a SWOT analysis (strengths, weaknesses, opportunities, threats). Then, you can follow a guide to build your plan with each section divided by areas. After which, you can choose cards to help steer you toward the right objectives and goals for your business.

You won’t find roadmapping tools in Business Sorter, but the card system keeps you on track (and even gives you goals you may not have considered). As you prioritize goals, you’ll find steps you need to take that guide you to completing your business plan. Every plan allows multiple users, so you can collaborate on what takes precedence.

Plans start at $10 per month, billed annually, and allows you to have three users on board. For 10 users, the Medium plan costs $30 per month, billed annually, and if you need 30 users, the Large Team plan will run you $80 per month, billed annually. It’s one of the most affordable business planning apps for teams.

Although Business Sorter doesn’t offer a messaging tool, it’s still one of the best options for teams. You don’t have to pay per person, but you can add multiple people to the account to work on creating business plans.

• Easy-to-use business plan templates
• Free trial available
• Card system helps guide your goal setting
• Create up to 40 business plans
• Plans limit user count
• No messaging in app
• Very limited integrations

Forbes Advisor carefully considered a variety of software to choose the right business planning apps for this ranking. We compared features, ease of use, costs and collaboration. We ranked each company based on these factors using a 5-star rating system. The highest possible score is 5 out of 5 stars.

Here are the details of the factors we considered:

• Features: We looked at general and unique features of each app and gave more credit to software that provides better functionality for business planning.
• Cost: Regardless of your business size, cost is an important factor to consider when you’re adding new software to your tech stack. We awarded a higher score to those that offer free trials, free plans and affordable options.
• Ease of use: Programs that have a steep learning curve aren’t likely to be adopted by you or your team, so we chose software that’s user-friendly. Drag-and-drop interfaces or guidance through features and tools are helpful for any team.
• Customer reviews: An important factor for any software is how the general public views the program. We considered other ratings and studied the pros and cons listed by other users of the software to help us with our ranking.

Technically, you don’t need business plan software, but using it can make the entire experience easier and you’ll have better odds of creating a solid plan. You don’t even have to choose software made specifically for business planning—project management software is great for roadmapping and goal management. Aside from looking for software that includes financial forecasting, you’ll want collaboration tools, a user-friendly interface, affordable plans and ways to brainstorm or roadmap for your business idea.

One of the most important sections of any business plan is the financials. If you haven’t already done the research and calculations, look for a business plan app that automatically calculates these numbers for you.

Collaboration is also key if you’re working with a partner, team or consultants. At the very least, look for software that lets you invite viewers to see the work you’re doing, but the best business plan software lets users leave comments or work on a plan in real time simultaneously.

Ease of use is nearly as important as pricing. You’ll need software you and your team will use without spending too much downtime learning how to use it. It also makes no sense to choose a cost-prohibitive tool for creating a business plan—most of the software Forbes Advisor suggests is appropriate for small business budgets.

Finally, depending on the stage you’re in of business planning, you may want a tool that offers features that make it easy for you to create a roadmap for your business. If you’re in the early stages, these tools can help with brainstorming, prioritizing goals and managing your goals before you finalize your actual business plan.

Most business plan software helps guide you through the creation of a business plan with prompts, suggestions or tips. So, using business plan software is especially helpful for new business owners who don’t know all the sections to include to increase the odds of getting funding or luring a partner to join your operation.

Business plan software can also automate some processes, such as calculations of financials or comparisons of those finances with industry standards. Some business planning apps give you whiteboards or editable cards you can use for brainstorming. Other features may include scorecards to let you know if you’re on the right track or roadmapping tools to give you an overview of your business plan.

The biggest benefit of business plan software is that it helps you organize and prioritize all of your goals so you can more easily analyze and then compile the data you need to create your business plan. After that, you can create your plan from scratch or if you’re using business planning software made specifically for crafting plans, you can piece it all together and then export it as a PDF or to Microsoft Word.

Which business plan software is the best?

Forbes Advisor suggests Wrike, Smartsheet or LivePlan to help you write your business plan. Depending on the stage you’re in of business planning, one tool or another may be better for you.

How do I create my own business plan?

There are several steps you should follow to create a good business plan, but there are different types of plans you can create. Every business plan starts with a strong executive summary and includes your business goals and financial forecasting. Follow a guide on how to create a business plan to ensure you include all the sections needed.

What are the different types of business plans?

There are many types of business plans you can create and the one that makes the most sense for you depends on your situation. A standard business plan is meant for when you need to present to investors or a bank for financial help. A lean plan doesn’t include all the summaries and background information a standard plan does, so it’s more suitable for established business owners. There are also one-page business plans that are more like pitches. You may also run across operational, tactical, strategic and contingency business plans. We created a simple business plan template that you can use to get started when launching a side gig or small business.

Is business plan software secure?

As  with most types of software, the best business plan software programs offer many levels of security. When choosing this type of software, you want to look for security features that include multifactor authentication (MFA), intrusion detection, the monitoring of user activities, documentation that shows frequent security updates and patches, data encryption and privacy protection.

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Amy Nichol Smith spent more than 20 years working as a journalist for TV and newspapers before transitioning to software and hardware product reviews for consumers and small businesses. She has been featured in publications such as L.A. Times, Tom's Guide, Investopedia and various newspapers across the U.S.

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• Business Plan Pro

Business Plan Pro Review

What is Business Plan Pro?

• Business Plan Pro benefits
• Overview of Business Plan Pro features
• Business Plan Pro pricing
• User satisfaction

Technical details

• Support details

Business Plan Pro is considered as among the most widely-used business planning application in the business community for almost a decade, outselling all other similar software apps combined. For years, it is a regular entry in the top 10 bestsellers list of Amazon, business applications category. Business Plan Pro is designed to help new and existing businesses of all sizes to easily draft and complete business plans compliant to SBA standards.

With Business Plan Pro, you can remove the guesswork out of drafting and writing a business plan.

The tool’s underlying financial model makes your calculations sound, while its step-by-step wizards as well as visual forecasting allow you to fill in the stats in an intuitive format.

Overview of Business Plan Pro Benefits

One of the world’s top-selling business plan software solutions, Business Plan Pro includes 500 sample business plans for hundreds of business types. You can use the built-in Sample Plan Browser to select one sample that suits your business. Use the sample business plan as inspiration or directly edit it to match your business.

Trusted by over 1 million entrepreneurs, the tool has been among the leading business plan software solutions for businesses for more than 10 years now. It also has the preferred format of investors, banks, and and SBA-approved lenders.

You can impress your audience with an amazing-looking business plan in the tool’s widely accepted format. Beyond the system’s fantastic printed documents, you can also save your business plan to Microsoft Word, PDF, Excel, or PowerPoint for an easy and quick pitch presentation.

Overview of Business Plan Pro Features

• Custom Templates
• Over 500 sample plans
• Visual Cash Planning
• Market research and industry profiles
• Detailed guidance
• Business Valuation Tools
• Import from Microsoft Excel
• Thorough, error-free checking
• Quarterly and 24-month Data
• Plan vs. Actual
• Business Management
• Instant spreadsheets and charts
• Easy financial forecasting
• Tutorials, help, and expert advice
• Simple export to PDF, Excel and Word
• Format corresponds to those required by financial institutions, lenders and investors
• Available to download for Mac and Windows
• Extensive list of additional materials for SMBs

How Much Does Business Plan Pro Cost?

Business Plan Pro Pricing Plans:

What are Business Plan Pro pricing details?

It is available in two editions:

Premier – $159.95

• Its top seller, with more tools you need to succeed.

Standard — $99.95

• What you need to get started with your plan.

User Satisfaction

We are aware that when you decide to purchase a Accounting Software it’s important not only to learn how experts score it in their reviews, but also to discover whether the real clients and enterprises that use it are indeed content with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Business Plan Pro reviews across a vast range of social media sites. The information is then presented in a simple to digest way revealing how many people had positive and negative experience with Business Plan Pro. With that information at your disposal you will be equipped to make an informed purchasing decision that you won’t regret.

Devices Supported

• iPhone/iPad

Language Support

Pricing Model

• One-time payment

Customer Types

• Small Business
• Large Enterprises
• Medium Business
• Freelancers

What Support Does This Vendor Offer?

• live support

What integrations are available for Business Plan Pro?

• QuickBooks Online

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By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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Home > Business > Business Startup

• 5 Best Business Plan Software and Tools in 2023 for Your Small Business

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change.

We are committed to sharing unbiased reviews. Some of the links on our site are from our partners who compensate us. Read our editorial guidelines and advertising disclosure .

A business plan can do a lot for your business. It can help you secure investors or other funding. It can give your company direction. It can keep your finances healthy. But, if we’re being honest, it can also be a pain to write.

Luckily, you don’t have to start from scratch or go it alone. Business plan software and services can help you craft a professional business plan, like our top choice LivePlan , which provides templates, guidance, and more.

You’ve got quite a few choices for business plan help, so we’re here to help you narrow things down. Let’s talk about the best business plan tools out there.

• LivePlan : Best overall
• BizPlanBuilder : Most user-friendly
• Wise Business Plans : Best professional service
• Business Sorter : Best for internal plans
• GoSmallBiz.com : Most extra features
• Honorable mentions

Business plan software 101

The takeaway, business plan software faq, compare the best business plan software.

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LivePlan: Best overall business plan software

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. *With annual billing

LivePlan has been our favorite business plan software for a while now, despite the stiff competition.

There’s a lot to like about LivePlan. It has pretty much all the features you could want from your business plan software. LivePlan gives you step-by-step instructions for writing your plan, helps you create financial reports, lets you compare your business’s actual financials to your plan’s goals, and much more. And if you ever need inspiration, it includes hundreds of sample business plans that can guide your writing.

LivePlan software pricing

But the best part? You get all that (and more) at a very competitive price. (You can choose from annual, six-month, or monthly billing.) While LivePlan isn’t quite the cheapest business plan builder out there, it’s not too far off either. And if comes with a 60-day money back guarantee. So there’s no risk in trying LivePlan out for yourself.

With a great balance of features and cost, LivePlan offers the best business plan solution for most businesses.

BizPlanBuilder: Most user-friendly

Need something easy to use? BizPlanBuilder fits the bill.

BizPlanBuilder doesn’t have a flashy, modern user interface―but it does have a very clear, intuitive one. You’ll be able to see your plan’s overall structure at a glance, so you can quickly navigate from your title page to your market trend section to that paragraph on your core values. And as you write, you’ll use a text editor that looks a whole lot like the word processing programs you’re already familiar with.

BizPlanBuilder software pricing

Data effective 3/13/23. At publishing time, amounts, rates, and requirements are current but are subject to change. Offers may not be available in all areas.

BizPlanBuilder also offers lots of helpful guidance for actually writing your plan. It gives you pre-written text, in which you just have to fill in relevant details. It offers explanations for what information you need to include in each section of your plan and way. It even gives you helpful tips from experts, so you’ll have all the information you need to plan like a pro.

So if you want planning software with almost no learning curve, you’ll like BizPlanBuilder.

Wise Business Plans: Best professional service

• Custom quote

Unlike all the other companies on this list, Wise Business Plans doesn’t offer software. Instead, it offers professional business plan writing services―meaning someone does all the hard work for you.

Now, you might think that sounds expensive―and you’re probably right (you have to request a custom quote for your plan). But there’s a lot to be said for expertise, and Wise Business Plans has plenty of that. Your business plan will get written by an experienced writer (with an MBA, no less). They’ll get information from you, do their own research, and then write your plan. You get one free revision, and you can always pay for more.  

Wise Business Plans service pricing

Your end result will be a polished, entirely original business plan. (You can even get printed copies.) And best of all, you won’t have to spend your precious time working on the plan yourself. Wise Business Plans takes care of all the hard parts, and makes your business look good while doing it. Sounds like a service worth paying for, right?

Put simply, if you want the most professional business plan possible, we recommend using Wise Business Plans’s writing service.

Business Sorter: Best for internal plans

Many businesses need plans to show to people outside the company (to get financing, for example). But what if you just need a plan for internal use? In that case, we suggest Business Sorter.

Business Sorter uses a unique card-based method to help you craft the perfect business plan. (You can watch a demo video to see how it works.) You’ll plan some of the usual things, like finances and marketing. But Business Sorter also lets you make plans for specific teams and team members. It also emphasizes more internal matters, like operations, that might get overlooked in a business plan for outsiders.

Business Sorter software pricing

After you’ve made your business plan, Business Sorter also helps you stay accountable to it. You can create tasks, give them deadlines, and assign them to team members―giving you basic project management tools to make sure your business plans become business actions. (Oh, and did we mention that Business Sorter has the lowest starting prices of any software on this list?)

It all adds up to a business plan software that works great for internal planning.

GoSmallBiz: Most extra features

Want to get way more than just business planning software? Then you probably want GoSmallBiz.

See, GoSmallBiz offers business plan software as part of its service―but it’s just one part of a much bigger whole. You also get everything from discounts on legal services to a website builder to a CRM (customer relationship manager) to business document templates. And more. In other words, you get just about everything you need to get your startup off the ground.

GoSmallBiz software pricing

Don’t worry though―you still get all the business planning help you need. GoSmallBiz gives you business plan templates, step-by-step instructions, and the ability to create financial projections. And if you get stuck, GoSmallBiz will put you in touch with experts who can offer advice.

If you want business planning and much, much more, give GoSmallBiz a try.

• PlanGuru : Best financial forecasting
• EnLoop : Cheapest tool for startups

We recommend the software above for most business planning needs. Some businesses, though, might be interested in these more specialized planning software.

Honorable mention software pricing

PlanGuru: Best financial forecasting features

PlanGuru is pretty pricey compared to our other picks, but you might find its forecasting features worth paying for. It has more forecasting methods than other software (over 20) plus it lets you forecast up to 10 years.

EnLoop: Cheapest tool for startups

EnLoop doesn’t have our favorite features or interface, but it does have really, really low pricing plus a seven-day free trial. It's the most affordable software for startup business planning and still provides all the essential features like financial analysis, team collaboration, charting, and more.

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. * With annual billing

Several of our previous favorite planning software, including BusinessPlanPro and StratPad, seem to have gone out of business.

A business plan is a written, living document that tells the story of your business and what you plan to do with it. It serves as the source of truth for you—the business owner—as well as potential partners, employees, and investors, but it also serves as a roadmap of what you want your business to be.

Why you need a business plan

While some small-business owners don’t see the point of creating a formal business plan, it can have some concrete benefits for your business. For example, one 2016 study found that business owners with written plans are more successful than those that don’t. 1

Still too vague? Then let’s get specific.

If you ever seek business funding (from, say, banks, angel investors , or venture capitalists ), you’ll have to prove that your business deserves the money you want. A formal business plan―complete with financial data and projections―gives you a professional document you can use to make your case. (In fact, most potential investors will expect you to have a business plan ready.)

Even if you’re not seeking funding right now, a business plan can help your business. A formal plan can guide your business’s direction and decision making. It can keep your business accountable (by, for example, seeing if your business meets the financial projections you included). And a formal plan offers a great way to make sure your team stays on the same page.

What to include in your business plan

Not all business plans are created equal. To make a really useful business plan, you’ll want to include a number of elements:

• Basic information about your business
• Your products/services
• Market and industry analysis
• What makes your business competitive
• Strategies and upcoming plans
• Your team (and your team’s background)
• Current financial status
• Financial and market projections
• Executive summary

Of course, you can include more or fewer elements―whatever makes sense for your business. Just make sure your business plan is comprehensive (but not overwhelming).

How business plan software can help

With so many elements to include, business plan creation can take a while. Business plan software tries to speed things up.

Most business plan software will include prompts for each section. In some cases, you can just fill in your business’s specific information, and the software will write the text for you. In other cases, the software will give you specific guidance and examples, helping you write the text yourself.

Plus, business plan software can help you stay organized. You’ll usually get intuitive menus that let you quickly flip through sections. So rather than endlessly scrolling through a long document in a word processor, you can quickly find your way around your plan. Some software even lets you drag and drop sections to reorganize your plan.

Sounds way easier than just staring at a blank page and trying to start from scratch, right?

Choosing business plan software

To find the right business plan builder for your business, you’ll want to compare features. For example, would you rather write your own text, getting prompts and advice from your software? Or would you rather go with a fill-in-the-blank method?

Likewise, think about the elements you need. If your plan will have a heavy focus on finances, you’ll want to choose business plan software with robust financial projection features. If you care more about market and competitor analysis, look for software that can help with that research.

You may also want to find business plan software that integrates with your business accounting software . Some plan builders will import data from Xero, QuickBooks, etc. to quickly generate your financial data and projections.

And of course, you’ll want to compare prices. After all, you always want to end up with software that fits your business budget.

The right business plan software can make your life easier. With LivePlan ’s wide breadth of features and online learning tools, you can’t go wrong. Plus, BizPlanBuilder 's one-time pricing makes it easy to invest while Business Sorter has a low starting cost. And if you're business is looking to grow, GoSmallBiz and Wise Business Plans will scale with you.

But of course, different companies have different needs. So shop around until you find the software that’s best for you and your business.

Now that you've got a business plan, take a look at our checklist for starting a small business.  It can help you make sure you have everything else you need to get your startup off to a good start!

Related content

• 7 Steps to Build a Successful Project Management Sales Plan
• Best Project Management Software and Tools in 2023
• 4 Cost Management Techniques for Small Businesses

Creating a business plan can take anywhere from a couple hours to several weeks. Your timeline will depend on things like the elements you choose to include, whether you use software or hire a writing service, and how much research goes into your plan.

That said, much of the business plan software out there brags that it can help you create a fairly detailed plan in a few hours. So if you’re going the software route, that can help you set your expectations.

If you want to get the most out of your business plan, you should update it on a regular basis―at least annually. That way, you can continually refer to it to inform your company’s strategies and direction.  

At the very least, you should update your business plan before you start looking for a new round of funding (whether that’s with investors or lenders).

Thanks to business plan software, you can easily write your own business plan rather than pay someone to do it for you. And in most cases, software will cost you less than a professional business plan service.

There are some times you might want to go with a service though. If time is tight, you might find that it’s worth the cost of a service. Or if you’ve got big investor meetings on the horizon, you might want the expertise and polish that a professional service can offer.

Ultimately, you’ll have to decide for yourself whether business plan software or a business plan service will work better for your company.

Methodology

We ranked business plan software and tools based on features, pricing and plans, and connections to project management and other services. The value of each plan and service, along with what it offers, was a big consideration in our rankings, and we looked to see if what was offered was useful to small businesses or just extra. The final thing we looked at was the ease of use of the software to see if it's too complex for small businesses.

At Business.org, our research is meant to offer general product and service recommendations. We don't guarantee that our suggestions will work best for each individual or business, so consider your unique needs when choosing products and services.

Sources 1. Harvard Business Review, “ Research: Writing a Business Plan Makes Your Startup More Likely to Succeed .” Accessed March 13, 2023.

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5 Best Business Plan Software in 2022

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When you’re starting a business, developing a strong business plan will be one of the first steps you take. Your business plan will cover everything from a detailed explanation of your products or services and pricing model to at least three years of financial projections—plus much more. Therefore, whether you’re not sure how to get started or you’re just looking to make the process easier, you may want to turn to business plan software for help.

In this guide, we'll break down five of the best business plan software options—discussing their pros, cons, features, pricing, and more—so you have all the information you need to decide which solution is right for your small business.

Looking for tools to help grow your business?

Tell us where you're at in your business journey, and we'll direct you to the experience that fits.

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The 5 best business plan software options

The right business plan software will make the process of writing your business plan much simpler. Like many business software solutions, however, there are a number of different business plan software options out there—each of which has a unique set of features, user experience, and price.

This being said, if you're looking for a place to start your search for the best business plan software, you can explore the five top options below:

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

1. LivePlan

Best overall business plan software.

If you want template-rich, modern-feeling business plan software, then LivePlan may be the right pick for you. LivePlan excels with their user interface, which feels updated and slick, and also offers intuitive, easy-to-use features and options.

Their step-by-step instruction will help you kick things off from the beginning, and you can take advantage of their online learning center to continue to gain business skills.

Affordable plans, including pay-as-you-go option

No long-term contracts or cancellation fee; 60-day money-back guarantee

Modern, intuitive interface; cloud-based, can be used on Mac, PC, as well as tablets

Ability to create unlimited plans in one account; over 500 customizable templates

Variety of business resources including video tutorials, step-by-step instruction, and general customer support

Limited integration options

Challenging to enter your own financial modeling projections

Can be difficult to learn

Ability to create an unlimited number of business plans on one account

More than 500 business plan templates spanning various industries

Integration with Xero and QuickBooks Online

Real-time tracking of financial data with accounting integrations

Ability to export your business plan to Word or PDF

Expert advice and step-by-step instruction included

Performance dashboards for tracking against budgets and sales goals

Ability to create and export a one-page pitch executive summary

Annual plan: $15 per month, billed every 12 months

Six-month plan: $18 per month, billed every six months

Pay-as-you-go plan: $20 per month, billed once every month

2. GoSmallBiz

Best for multiple business management tools in one platform.

Next on our list of the best business plan software options is GoSmallBiz, which is much more than just a business plan software. With GoSmallBiz, you have access to business continuity planning software with features that cover creating a roadmap, working through business and legal forms, building a website, and more.

In this way, GoSmallBiz is great for startups or newer businesses looking to access multiple business management tools through one platform.

Unlimited business consultation and extensive library of online resources

Multiple business tools in one software

Website consultation analysis and business assessment

Industry-specific business plan templates with emphasis on financial projections and statements

Expensive monthly cost compared to alternatives

Limited business plan features

Entire business plan can only be exported to Microsoft Word

Outdated interface

Industry-specific business plan templates with step-by-step building wizard

Ability to create financial statements and projections

Free website hosting and website builder

Customer relationship manager with integration with MailChimp

Digital marketing dashboard with social media and Google Analytics integrations

HR document builder

Corporate minutes writer

Business documents library

Business courses library

Unlimited business consultation

$39 per month, no contracts, free cancellation

Best for simple, fast business plan creation.

If you're looking for free business plan software, Enloop will be one of your closest options—they offer an all-inclusive seven-day free trial, no credit card required. Additionally, unlike some of the other options on our list, Enloop is strictly dedicated to business plan creation, including automated text writing, financial forecast comparisons, and a real-time performance score that tracks your progress.

This being said, if you'd prefer the most straightforward, fast, and simple way to write your business plan, Enloop will be a platform worth considering.

Simple and straightforward software, solely dedicated to business plan creation

Seven-day free trial

Automatic text generation available to streamline the writing process

Affordable plans with annual discount option

Limited additional educational resources

Only one template option

No integration options

Ability to create three business plans with customizable text, images, tables, charts, and over 100 currency symbols and formats

Includes automatic text generation for each plan section that you can then customize

Automatically generated financial statements

Includes financial performance comparison analysis (using three ratios with Detailed plan and 16 with Performance plan)

Real-time performance score to track your progress

Ability to invite users to edit (two with Detailed plan, five with Performance plan)

Pass/fail report and certificate to help you identify issues with your plan

Free plan: Seven-day free trial with no credit card required

Detailed plan: $19.95 per month or $11 per month, paid annually

Performance plan: $39.95 per month, or $24 per month, paid annually

Best for startups looking to acquire funding or find investors.

Part of the Startups.com suite, Bizplan gets top marks for their user interface—it’s intuitive, easy to use, and modern. You’ll work with a step-by-step business plan builder to get exactly what you’d like from your business plan. It may remind you of a modern website builder, since it has drag-and-drop tools to build templates.

Moreover, for one subscription fee, you have access to all of the tools in the Startups.com network, including self-guided courses, how-to guides, masterclass videos, and more. All in all, with a direct connection to Fundable, Bizplan is a top business plan software option for startups looking to acquire funding and find investors.

Subscription gives you access to all Startups.com tools

Lifetime access subscription option

User-friendly drag-and-drop business plan builder

Excellent educational resources

Connection to Fundable great for businesses looking for capital

No free trial

No templates based on industry

No mobile access

Drag-and-drop templates for business plan building

Financial command center to track all business financials in one place

Unlimited account collaborators

Ability to share business plan online with investors

Online resources including self-guided courses, masterclass videos, how-to guides, mentorship access

Unlimited software use for Fundable, Launchrock, and Startups.com

Monthly plan: $29 per month

Annual plan: $20.75 per month, billed at $249 per year

Lifetime access: $349 one-time fee

5. PlanGuru

Best for financial planning and budgeting.

Finally, for some of the strongest financial features among business plan software options, including budgeting and forecasting, you might check out PlanGuru. Whereas the other solutions we've reviewed were first and foremost focused on writing a business plan, PlanGuru is dedicated to business financial planning —providing the tools you need to create budgets, financial forecasts, reports, and more.

Therefore, if you need a software solution that can streamline the financial piece of your business planning processes, PlanGuru will certainly have the most to offer.

Extensive financial tools and detailed forecasting, budgeting, and reporting capabilities

Substantial library of resources

Cloud-based and desktop options

14-day free trial and 30-day money-back guarantee

Expensive, especially for additional users

Only focuses on the financial aspect of business planning; no templates or tools for basic business plan writing

Difficult to use without prior financial knowledge

Cloud-based version of software, as well as locally installed Windows version (desktop version has a few more features)

Works with QuickBooks Online, Xero, and Excel

Budgeting and forecasting for up to 10 years

Over 20 standard forecasting methods

Formula builder to create custom methods

Ratios and KPIs

Dashboard and reporting tools

Help guides, video tutorials, knowledgebase, and live U.S.-based customer support

14-day free trial

$99 per month (additional users $29 per month)

$899 per year (additional users $299 per year)

What to look for in business plan software

Ultimately, it's up to you to decide, which, if any, of the best business plan software solutions on our list is right for your business.

So, if you're trying to figure out how to choose between the various options out there, it might be helpful to compare your top choices based on the following criteria:

Features: As we've seen different business plan software solutions offer different features. You'll want to look carefully at the feature list of any software and determine what features are most important for your business needs. Do you need an extensive library of templates with detailed customization? Would you prefer software that includes an online learning center for business skills? Are you looking for a solution that combines business plan writing with other tasks? It may be useful to list out your ideal feature set, so you can compare individual software plans to that list.

Price: Although you might be able to find some free business plan software options (or at the very least, free trials), in most cases, you'll need to pay a subscription fee to access the platform you choose. Therefore, you'll want to think about what your budget is for this business tool and what type of software is most cost-effective for your needs.

User experience: User experience can vary widely among different business plan software options. You’ll find some programs that are newer or have been recently updated. Others might have the kind of interfaces that felt new years ago but are now pretty out of date—and, subsequently, make them a little harder to use. The right user experience for your needs is genuinely a matter of opinion and comfort—nevertheless, it's worth testing thoroughly testing out a platform to ensure that it can truly work for you before investing in a monthly or annual subscription.

The bottom line

There's no doubt that properly crafting your business plan is important for the future growth and success of your small business. Luckily, the right business plan software should make the process much simpler.

This being said, whether you opt for one of the best business plan software options listed here, or another platform entirely, you'll want to take the time to compare multiple solutions and ensure you choose the one that's right for your business.

As we mentioned, it can be helpful to think about the features you're looking for, your budget, and your user-experience preferences ahead of time—that way, you'll have a set of criteria in mind as you explore different solutions.

Ultimately, perhaps the best thing you can do to find the right software is to actually test out the platforms themselves—either by using a free trial or a money-back guarantee.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

On a similar note...

Business Plan Pro

Business Plan Pro Overview

Business Plan Pro is a business planning software published by Palo Alto Software, founded in 1988 and headquartered in Eugene, Oregon. This solution targets small and midsize businesses across various industries looking to create professional business plans. It is available as desktop and online software with a mobile app companion. Business Plan Pro comes in different versions like Premier, Plus, and Basic depending on business needs.

The software runs on Windows and Mac desktops. Palo Alto Software provides email, phone, and live chat support during business hours. There are also community forums, video tutorials, webinars, and local seminars available for training. The solution is SOC 2 certified for data security with role-based access control, data encryption in transit and at rest, and strict data privacy policies to safeguard sensitive information.

Market Differentiator	Benefits
Built-in financial modeling tools	Allows easy creation of financial projections to assess business viability and secure funding
500+ professional business plan templates	Saves time with industry-specific templates containing relevant examples and best practices
Automated formatting and writing guidance	Ensures plans follow proper structure and flow for clarity and impact

Business Plan Pro Key Features and Modules

Key capabilities of Business Plan Pro include financial modeling tools, 500+ templates, automated formatting, writing guidance, collaboration features, and more. Users can model cash flow statements, profit and loss statements, balance sheets to assess business viability. The software provides industry-specific templates for retail, manufacturing, healthcare, tech, and other verticals. It automatically formats sections and text as you write your plan. The collaboration tools allow you to work on plans together with colleagues and advisors. You can also export completed plans to Word, PDF, and PowerPoint.

Business Plan Pro integrates seamlessly with the LivePlan online business planning platform for additional forecasting features. It stands out from competitors with in-depth financial analysis capabilities paired with expert content to simplify and speed up the planning process.

Benefits of Using Business Plan Pro

Business Plan Pro makes it easier for entrepreneurs and business managers to create comprehensive, investor-ready business plans. By handling financial projections, formatting, writing guidance, and example content, it allows users to focus on telling the story of their business vision. This saves significant time and effort while providing confidence that the completed plans cover all essential information for clarity and impact.

Business Plan Pro Pricing

Business Plan Pro uses a tiered pricing model based on product version. Premier costs $199.95 as a one-time payment, Plus is $99.95 one-time, and Basic is free. The paid versions include all features while Basic has limited functionality. Total cost of ownership is low since there are no recurring fees. Users only pay once to create unlimited plans. There are also discounted academic versions for students and educators.

Business Plan Pro Reviews

Based on reviews from popular software sites, Business Plan Pro receives consistently positive feedback. Customers highlight the value for money from the robust financial modeling tools and large library of professional templates. Many reviewers are entrepreneurs and small business owners who found the software accelerated their planning process. Analysts praise Business Plan Pro for simplifying financial projections and providing expert guidance to first-time entrepreneurs. With a large number of 5-star reviews, most customers recommend the software and intend to renew their licenses.

While some users felt the interface could be more intuitive, overall ease of use is considered a key strength. Support channels like live chat, phone, email, forums receive positive remarks for timely and knowledgeable assistance. Considering the depth of features for the price, Business Plan Pro delivers strong ROI with moderate TCO from the one-time fee structure.

Business Plan Pro Advantages

Business Plan Pro has several key advantages for entrepreneurs and small business owners:

• Built-in financial modeling tools - Makes creating 3-year financial projections simple without accounting expertise
• 500+ professional templates - Provides industry-specific examples and best practices to accelerate writing
• Formatting guidance - Ensures plans follow proper structure for clarity and flow
• Collaboration features - Allows multiple stakeholders to provide input on the business plan
• Export to Word, PDF and PowerPoint - Creates polished, presentation-ready deliverables to share plans with others

Business Plan Pro Disadvantages

The main downsides cited for Business Plan Pro are:

• Steep learning curve - With many features and configuration options, first-time users can get overwhelmed
• Limited customization flexibility - While templates accelerate writing, they constrain ability to customize structure
• No lifetime license - License keys must be renewed after 12 months to continue using the software
• Windows/Mac only - Without web/mobile apps, plan creation limited to desktop environments

Is Business Plan Pro For You?

For entrepreneurs and small business owners seeking investor funding or SBA loans, Business Plan Pro delivers excellent value. The tool simplifies and accelerates creation of comprehensive financial models and well-structured plans critical for capital raising. While the interface may present a short learning curve, the power and polish it brings to deliverables make it well worth the effort.

As with any software purchase, requirements gathering is key to ensure the solution aligns to your planning needs and environment. With over 30 years advising clients on software selection, the experts at TEC are ready to guide you towards the best business planning solution for your unique situation.

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• Business & Marketing Plans
• Business Planning

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Business Plan Pro Complete v 12

About this item.

• The answers you need - Over 9,000 industry profiles included so you have real numbers from real businesses like yours to guide your decisions
• Formats lenders prefer - Use familiar formatting tools to customize the overall appearance of your plan. Then create an output in the preferred format of bankers and SBA approved lenders.
• Fool proof error check - The Plan Review feature checks all your data twice for a flawless plan. Plus, the software checks for spelling and accuracy at every step.
• Over 2,000 business plans and examples included - Learn by example with plans in every industry, including education, automotive, computer, construction, entertainment, health care and so many more
• Give plans your personal touch - Includes everything you need by easily importing text, photos, images and charts. Then export to Word, Excel, PowerPoint or PDF.

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Product details

• Is Discontinued By Manufacturer ‏ : ‎ No
• Language ‏ : ‎ English
• Product Dimensions ‏ : ‎ 1.25 x 5.25 x 7.5 inches; 4 ounces
• Item model number ‏ : ‎ PA-417
• Date First Available ‏ : ‎ June 22, 2011
• Manufacturer ‏ : ‎ Palo Alto Software, Inc.
• ASIN ‏ : ‎ B005LAM8KE
• #11 in Business Planning

Product Description

Expert guidance, writing your business plan just got easier.

We admit it. Writing a great business plan isn't exactly a breeze. But just like anything else, using the right tools makes it way easier. Business Plan Pro gives you the advice and guidance you need to forget your fears and start writing your plan with the confidence of an expert. And to get expert results!

Examples at every step

With over 500 sample plans included in the software, you've got examples to help you write every part of your plan. Say you're not sure what your Market Needs section should say. No problem--just click the example tab and view a handful of Market Needs descriptions. Cut and paste if you find one that works for you, or just get a sense of direction for writing your own. You don't have to wonder if you're doing it right, because you can easily measure your work against successful examples.

Let the software do the math

Just plug in your numbers and the calculations are done for you. Now you have instant access to business planning calculations, and an explanation of every financial term. Only Business Plan Pro offers powerful, integrated financial and spreadsheet support.

Easy-to-follow instructions

Wherever and whenever you need help, Business Plan Pro offers complete instructions for your every topic and table in your business plan.

A planning expert at your side

Tim Berry is the recognized authority on business planning. An expert business planner and principal author of Business Plan Pro, his advice and expertise guides you through every step of creating your business plan. He's a best-selling author and prolific writer, whose blogs can be found at TimBerry.com, Entrepreneur.com, Amex Open Forum, and others. Using Business Plan Pro is like having Tim sitting next to you while you write your business plan.

Finish your business plan and have time left to read War and Peace

Writing a business plan doesn't have to take forever. Business Plan Pro takes care of the details so you can focus on the meat of your plan, saving you time and letting you create the best possible plan for your business.

500+ sample plans

Say goodbye to writer's block and hello to getting your plan done quickly. Easily find, read, and edit sample plans that match your business type. Business Plan Pro software comes with more than 500 complete sample business plans for all sorts of company types.

The exclusive Sample Plan Browser lets you quickly find the plan that meets your needs. Then you can write up the plan in your own words (step-by-step guidance makes it a snap!). Or simply edit the text found in any of the 500+ real working sample plans. Every single plan can be opened and edited in Business Plan Pro to give you the jump-start you need.

Step-by-step instructions

You could spend weeks finding all the information you need to put together a complete, professional business plan. Or you could let the detailed instructions in Business Plan Pro guide you. Searchable help articles add an additional layer of information for you to pull from, saving you even more time by giving you all the tools you need to get your plan done fast.

Automatic charts and graphs

No need to spend time creating charts and graphs to go with all the tables in your plan. Business Plan Pro does it for you. As you input and update your numbers, your charts change automatically. You can choose the colors and types of charts you want to use, or go with the standard settings and not have to think about the charts again.

Great Presentations

Make your business plan the belle of the ball.

Business plans shouldn't all look alike. Every business is unique, and every business plan should be too. Make yours stand out from the rest with custom charts and graphs and easy PowerPoint presentations. Whether you're presenting to your boss or to a lender, be sure you wow your audience with a great looking plan.

Create a professional business plan

Every page is automatically organized and collated to produce a bulletproof plan that gets results, all in the preferred format of banks, investors, and SBA lenders.

Business Plan Pro even includes five professional PowerPoint templates so you can pitch your plan like a pro and impress any audience.

Easy export for presentations

You'll want to put your best foot forward when you present your plan to bankers, investors, or potential partners. Simply export to Microsoft Word, Excel, or Adobe PDF to share your plan. You can even export to PowerPoint to create a winning presentation.

Customize every page

Create a plan that is unique for your business. Rearrange the outline and add just what you need. Don't be squeezed into an inflexible, one-size-fits-all cookie-cutter planning product.

Illustrate your key points with great looking charts and graphs. They're generated automatically based on the information you've already input in your financials. Customize your charts for a plan that meets your specific needs.

Funding Tools

Business plan funding tools.

If you're showing your business plan to bankers, investors, or other lenders, you better make sure it's got all the information they're going to need to make a decision. Business Plan Pro is packed with tools to make sure your plan is complete and accurate, and even includes a database to help you find venture capital!

Matches the format preferred by banks, investors, and SBA lenders

Business Plan Pro uses a format that meets the most stringent requirements of banks, SBA lenders, angel investors, and venture capitalists.

Step-by-step financials

Expert guidance and a simple interface take you through every step of every financial table in Business Plan Pro. Detailed instructions and explanations to ensure that you build a solid plan. And the table wizard gives you feedback about your numbers to help you create a business plan that will get you the funding you need.

Real-world financial data

Business Plan Pro leverages more than 9,000 industry profiles to give you insight into how your business compares against similar companies in your industry. The most recent data from your industry gets pulled right into your plan, so you can show investors that your numbers are on target, or explain why they differ.

Easy Financials

Business planning financials made easy.

Don't fear the financial section of your business plan--you don't need an MBA to get it right. Business Plan Pro makes financial forecasts easy, with built-in formulas in all the spreadsheets and expert advice every step of the way.

Financials made easy

Business Plan Pro's table wizards guide you through creating your financial forecasts. You just plug in your numbers and the calculations are done for you. Plus, you have instance access to the methodology behind standard business planning calculations, and an explanation of every financial term. Only Business Plan Pro offers such powerful, integrated financial and spreadsheet support.

Create long-term financial forecasts

Business Plan Pro allows for long-term forecasting of your. Detailed financial forecasting is available through the first five years, while a long-term macro-view summary can be created for up to 10 years in the future.

Simplified forecasting

Create forecasts visually with a "drag and drop" graphic forecaster. The forecaster is a simple and powerful tool to streamline the forecasting process. You can easily change your sales and expenses estimates. Simply clicking your mouse button to move the line on your forecast chart or apply a growth rate to the whole year. Build forecasts using visual common sense.

Research Resources

A library of business planning resources.

You didn't know a business plan required so much research, did you? Don't worry, Business Plan Pro includes tons of current, accurate information about your industry, legal issues, and business planning in general. You won't need to run to the library or search random websites for the data you need to support your plan.

Business Plan Pro leverages more than 9,000 different industry profiles to give you insight into how your business compares against similar companies in your industry. The most recent data from inudstry gets pulled right into your plan, so you can show investors that your numbers are on target, or explain where they differ.

Answers to your legal questions

There are plenty of legal issues you have to think about when you're starting up a business. Business Plan Pro includes resources to help you navigate the legal waters, from "Trademark Basics for Naming Your Small Business" to the Nolo Small Business Law Center, you'll find answers to most of your legal questions.

Required reading for business planning

The Plan-As-You-Go Business Plan by Tim Berry

Every purchase of Business Plan Pro includes the e-book edition of The Plan-As-You-Go Business Plan. In this new book from Entrepreneur Press, celebrated planning expert Tim Berry describes his no-nonsense approach to business planning for small and growing businesses.

Hurdle: The Book on Business Planning by Tim Berry

Also included with Business Plan Pro is the e-book edition of Tim Berry's classic business planning guide. Hurdle is a practical, step-by-step guide to developing a business plan. Emphasizing real business plans that focus on concrete and measurable results, Berry's book covers all the basics including what to include in a plan, where to find information, and an excellent simple guide to business numbers that stands out for its explanation of cash flow.

Research your funding options

You could scour the Internet for a week and not find all the information we've amassed in our Venture Capital database. Over 1,200 profiles of venture capital firms worldwide are included. The database is searchable, so you can look for firms by business type, funding stage, location, or funding need.

But wait, there's more!

When you buy Business Plan Pro, you're not just getting the best-selling business plan software available. You're also getting tons of extra value from our partners who offer tools and services every business needs.

One-year subscription to Inc. Magazine (or $10 refund)

Your online purchase of Business Plan Pro software includes a one-year subscription (12 issues, valued at $10) to Inc., one of the most popular magazines for entrepreneurs and small businesses. If you are a current subscriber, your subscription will be extended for another year. Offer available to U.S. residents only, limit one per household.

Unparalleled customer service

At Palo Alto Software, we pride ourselves on providing quality, U.S.-based customer service. And we're not going to charge you for it. Whether you've lost your serial number, are having computer issues, or have questions about how to use Business Plan Pro, our in-house customer care team is highly trained and ready to help you.

Small business legal guide

Learn the ins and outs of small business legal issues and how to choose a legal structure for your business.

Trademark basics ebook

This ebook from Nolo gives you an overview of trademark law, doing business name searches, and much more.

Free business plan review

Business Plan Pro users get a free plan review from professional business plan writing consultants.

Professional PowerPoint templates

Business Plan Pro includes five professional PowerPoint templates, plus additional discounts on templates and designs.

Looking for specific info?

Customer reviews.

• 5 star 4 star 3 star 2 star 1 star 5 star 39% 29% 8% 10% 15% 39%
• 5 star 4 star 3 star 2 star 1 star 4 star 39% 29% 8% 10% 15% 29%
• 5 star 4 star 3 star 2 star 1 star 3 star 39% 29% 8% 10% 15% 8%
• 5 star 4 star 3 star 2 star 1 star 2 star 39% 29% 8% 10% 15% 10%
• 5 star 4 star 3 star 2 star 1 star 1 star 39% 29% 8% 10% 15% 15%

Customer Reviews, including Product Star Ratings help customers to learn more about the product and decide whether it is the right product for them.

To calculate the overall star rating and percentage breakdown by star, we don’t use a simple average. Instead, our system considers things like how recent a review is and if the reviewer bought the item on Amazon. It also analyzed reviews to verify trustworthiness.

Customers say

Customers like the ease of use and quality of the software. They mention that it's simple and easy to navigate, making writing a plan easy. They appreciate the great explanations and resources. That said, opinions are mixed on performance and examples.

AI-generated from the text of customer reviews

Customers find the software easy to use. They mention it's simple and easy to navigate, making writing a plan easy. They appreciate the great explanations and resources. Customers also say the program is highly organized and helps them keep organized.

"...It is very in depth and takes a lot longer than a day to fill out...." Read more

"...It makes writting a plan easy ...." Read more

"...There are so many examples of different companies and different types of plans to use , there is no way you cannot build the perfect business plan...." Read more

"Good software did what I needed it to do. It provides clear examples as well as instructions that are easy to understand and the finished product..." Read more

Customers find the software great for writing business plans. They say it's a good software package with a huge collection of templates. Some customers say it works well for basic simple business plans and is perfect for their needs.

" This is a great program !..." Read more

" Great piece of software , much better than the on-line product they offer. It makes writting a plan easy...." Read more

"...However, I found this newer version and it is fantastic !..." Read more

" Software is installed on computer and working good. So far so good.Software did not have the type of business plan I wanted. ***..." Read more

Customers find the appearance of the product professional and easy to understand. They also say it helps their plan look more professional in less time.

"...Got it on Amazon for a GREAT price. Helps your plan look more professional in less time." Read more

"...as instructions that are easy to understand and the finished product looks very professional ." Read more

" Well designed ..." Read more

Customers are mixed about the performance of the software. Some mention that it's installed on computer and working good, while others say that it still wouldn't work and crashed every time they tried to populate. Some customers also say that the charts are glitchy and the functionality is so-so.

"...work computer to freeze while loading it, and it would also not load on my home computer , both running Windows 10...." Read more

"I was unable to get the software to fully function on my computer. It would not allow me to populate the spreadsheet numbers or line descriptions...." Read more

"Software is installed on computer and working good . So far so good.Software did not have the type of business plan I wanted. ***..." Read more

"...puts it in a solid format but the charts are glitchy and the functionality is so-so ." Read more

Customers have mixed opinions about the examples in the software. Some find them good and useful, while others say they didn't have any that they were interested in.

"...There are so many examples of different companies and different types of plans to use, there is no way you cannot build the perfect business plan...." Read more

"All I got for my money was a bunch of extended business plan examples ...." Read more

"It's ok. It has good examples to walk you through the process and puts it in a solid format but the charts are glitchy and the functionality is so-so." Read more

"I like the layout and features but it did't have any sample plans that I was interested in. But that's okay I went in a different direction in the end" Read more

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