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10 Best Business Plan Software In 2024

Updated: Sep 24, 2024, 3:33pm

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. 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 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

Yes, for one user and two editors

$9 per user per month

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

On Smartsheet'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

$9 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 $9 per user, per month, or $19 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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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.

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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.

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Executive summary, company overview.

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Frequently Asked Questions (FAQ)

• Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
• Navigate Through the AI-Guided Questionnaire: Tailored Interactive Experience: Plannit AI’s AI-guided questionnaire is your interactive guide through the planning process. It meticulously gathers information about your business's objectives, strategies, and market positioning, ensuring a comprehensive and reflective plan. Intelligent Feedback and Suggestions: As you progress through the questionnaire, benefit from smart prompts and suggestions, ensuring that your plan is not just detailed but also strategically sound and aligned with industry standards.
• Generate Your Plan with Advanced AI: Intuitive Plan Creation: With the questionnaire complete, Plannit AI's advanced algorithms intelligently analyze your responses. They then craft a detailed, customizable, and strategically aligned business plan, providing you with a structured, coherent, and actionable format. Benefit from AI-Powered Insights: Plannit AI offers AI-driven insights and suggestions, ensuring your plan is not just a document but a strategic tool equipped with tailored AI prompts and an in-app plan editor. Get inspired by browsing through our sample business plans, a collection of successful strategies across various industries.
• Finalize Your Plan with Confidence: Dynamic Adaptation and Refinement: Plannit AI recognizes that a business plan is a living document. Our platform allows for continuous adaptation and refinement, ensuring your strategy remains agile, relevant, and aligned with your evolving business goals. Professional Presentation and Sharing: Once your plan meets your standards, utilize Plannit AI's export features to present your plan professionally. Choose between various formats for exporting your business plan, ready to impress stakeholders, attract investors, or guide your team. Review and Adapt: Ensure your business plan is a living document, ready to evolve with your growing business. Plannit AI's dynamic platform allows you to adapt your strategy as new opportunities or challenges arise.
• Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
• Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
• Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
• Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
• Financial Planning: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
• Goal Setting and Performance Measurement: A business plan sets clear, measurable goals and objectives. It provides a framework for monitoring performance, measuring success, and making necessary adjustments to stay on track.
• Aspiring Entrepreneurs: If you're at the idea stage, looking to transform your vision into a viable business, Plannit AI offers the tools and guidance to bring your concept to life. Our platform helps you articulate your business idea, define your target market, and develop a solid plan to turn your dream into reality.
• Students and Educators: For students delving into the intricacies of business planning and educators teaching the fundamentals of entrepreneurship, Plannit AI serves as an invaluable resource. It provides a practical, hands-on tool for learning and teaching how to create detailed business plans, analyze markets, and understand financials in a real-world context.
• Startup Founders: In the dynamic startup environment, Plannit AI is the ideal partner for founders looking to pivot quickly, secure funding, or understand their competitive landscape. With our AI-driven insights and market analysis tools, startups can make informed decisions and adapt their strategies to thrive in competitive markets.
• Small Business Owners: For small business owners seeking to optimize their operations, expand their customer base, or explore new markets, Plannit AI offers targeted solutions. Our platform simplifies the planning process, enabling owners to focus on growth while managing the day-to-day challenges of running their business.
• Consultants and Freelancers: Consultants and freelancers specializing in business development, strategic planning, or financial advising will find Plannit AI a powerful addition to their toolkit. It allows them to provide clients with comprehensive, data-driven business plans and strategies, enhancing the value of their services.
• Non-Profit Organizations: Leaders of non-profit organizations can leverage Plannit AI to plan initiatives, secure funding, and manage resources more efficiently. Our platform helps non-profits articulate their mission, set achievable goals, and measure their impact, ensuring they can make a difference in their communities.
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• Small Business Development Centers (SBDCs) and Government Agencies: Government and SBA backed entities can greatly benefit from integrating Plannit AI into their services, enhancing their ability to support a larger number of clients more efficiently. By facilitating quicker, more in-depth business plan development, these organizations can spend more time assisting with plan execution and less time on creation, ultimately serving their communities more effectively.
• Anyone with a Business Idea: Ultimately, Plannit AI is for anyone with a business idea, regardless of industry, experience, or stage of business development. Our mission is to democratize business planning, making it accessible, understandable, and actionable for everyone.
• Interactive Questionnaire and ChatGPT Integration: Plannit AI transforms the business planning process into an engaging conversation. Through our advanced ChatGPT integration, we offer a questionnaire that dynamically adapts to your responses, ensuring your plan is personalized, comprehensive, and aligned with your business goals.
• Dynamic Planning Environment: Unlike static templates provided by many, Plannit AI introduces a living platform that grows with your business. It features real-time updates, strategic insights, and a feedback mechanism that keeps your business plan current and actionable.
• Extensive Educational Resources: Our Education Center is packed with articles, guides, and sample plans to bolster your planning process. It's designed to arm you with the knowledge to navigate the complexities of your industry confidently.
• Enhanced Collaboration and Customization: Recognizing the collaborative essence of business planning, Plannit AI supports team efforts with multi-user editing, annotations, and feedback features, ensuring a comprehensive approach to your strategy.
• Customer Success Stories: Our users' achievements are a testament to Plannit AI's effectiveness. These success stories illustrate how diverse businesses have utilized our platform for strategic planning and growth.
• Tailored Business Plan Creation: Our platform stands out with its tailored approach, featuring customizable templates that directly cater to your business type and industry, making plan creation straightforward and relevant.
• Content Generation:: ChatGPT helps draft various sections of a business plan, from executive summaries to marketing strategies, by providing structured and coherent text based on the prompts given.
• Strategic Insights: It can offer suggestions on business strategies by analyzing trends and providing examples from a wide range of industries.
• Financial Planning: While it can't replace professional financial advice, ChatGPT can guide the structure of financial projections and statements, helping you consider important financial aspects of your plan.

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Home » Blog » 8 Best Free Business Plan Software Tools of 2024

8 Best Free Business Plan Software Tools of 2024

• October 12, 2022

Table of Contents

Whether you’re a startup or an established business, having a well-crafted business plan is essential to your success. Not only will it give you a roadmap to follow, but it will also help you secure funding and attract top talent.

There are a lot of business plan software options out there, so how do you know which one is right for you? To help you make the best decision, we’ve compiled a list of the eight best free business plan software programs.

Review of the Best Free Business Plan Software

Coro is a free business plan software that helps you create a professional and successful business plan. Coro offers many features that make it easy to get started, including templates, financials, and more.

With Coro, you can be sure that your business plan will be comprehensive and well-organized. In addition, Coro offers support and resources to help you through the process of creating and implementing your business plan.

• Templates for different types of businesses.
• Available in English and Spanish . 
• Comes with a built-in CRM system.
• Free remediation for 14 days.
• Has three months audit trail.
• Coro allows users to collaborate with others on their business plans, making it ideal for businesses that have multiple stakeholders.
• The software includes financial tools that help users track and forecast expenses and income. 
• The software offers various marketing and sales management features, including the ability to create and track campaigns. 
• Coro provides user analytics that helps businesses measure the performance of their business plans. 
• It entails all threats such as malware & ransomware, phishing, hacking & access control, insider threats, and data governance.
• The free version has some limitations regarding features and functionality.
• Coro Free – $0 per User / Month.
• Coro Flexible Pay monthly with no commitment $8.99 per User / Month (Billed Monthly).
• Coro Annual – For companies who want to save costs, SAVE 22% by paying $6.99 per User / Month (Billed Annually).

Read Also: Can I use Business Plan Software to present to investors?

Cuttles offers a 7-day free trial, and in this period, you can get familiar with its features and examine if it is suitable for your business before moving to a paid plan. You can create a custom business plan with Cuttles in just minutes.

Cuttles allows you to include all the information you need in your business plans, such as your company’s mission statement, market analysis, product or service description, financial projections, etc.

In addition, Cuttles offers a variety of templates that you can use to create your custom business plan.

Features of Cuttles

• Step-by-Step Wizard.
• Pitch Presentation.
• Financial Templates.
• Investor Management.
• Social Sharing.
• Business Plan Templates.
• Collaboration.
• Easy to use
• Fast navigation between sections.
• Pre-filled information.
• Produces high-quality professional document templates.
• Allows you to apply your company logo and other branding elements
• Tailors the text to reflect your unique voice and style
• Users can customize the expected outcomes based on realistic goals.
• Cuttles takes a lot of time to set up. 
• For Seed Plan Founders startup at €8 per month billed annually (save 58%)
• For Grow Plan founders startup with €16per month billed annually  (save 44%)
• For Series PlanFounders startups, €48 per month is billed annually (save 39%) 

InPhase is a free business plan and business intelligence software that helps entrepreneurs and business owners to visualize and create their vision for the growth of their businesses.

With an easy-to-use interface and all the tools you need like, InPhase makes it simple to brainstorm ideas, document them in your own words, and share your vision with others. It attracts investors or simply communicates your ideas more clearly.

• Adeptly execute plans
• It comes with templates.
• It has a library of resources.
• Ability to create “What If” scenarios.
• It has an intuitive interface.
• Eliminate duplicated activities
• Encourage user engagement
• Identify critical problems faster.
• Make compliance easy
• It does not have a mobile application
• Free Version: It costs $0 and is free for each user
• Basic Plan: It costs $14,98 per month for each user.

Read Also: Crafting a Comprehensive Business Plan Writing Framework  

Learnspot is a powerful Spain-based, user-friendly business plan software designed to help entrepreneurs and small business owners create effective financial plans for their companies.

With an intuitive interface, various valuable templates, and an extensive library of financial formulas and calculations, Leanspot makes it easy to create professional financial plans with minimal effort.

What’s more? They have a free version and a free trial.  They also have business intelligence capacities. However, it is geared far too heavily toward a Spanish audience.

• User-friendly interface.
• Collaborative editing.
• Built-in sharing tools.
• Powerful tracking tool.
• Built-in commenting tools to get feedback.
• Assesses the feasibility of your business idea.
• Access to SWOT
• Extensive support and guidance
• Formats different combinations of data according to industry best practices.
• It caters more to Spanish users.
• For startups, Advance €30/per month
• For Advisors First month is free after 18€/month
• For Investors, Individuals €99/month

Enloop is a great option for those looking for a free business plan software program. It offers a free trial for a full week with no obligation to provide credit card information included. Enloop is solely focused on the creation of business plans. 

It features automated text writing, comparisons of financial forecasts, and a real-time performance score that monitors your advancement. The clear and straightforward instructions provided while using the software make it simple, even for those who have never created a business plan.

• Automatic financial statements generation
• Financial Performance Analysis
• Real-time performance analysis
• Plans are reasonably priced and offer an annual discount
• Automatic text generation is available to help with the business plan writing process.
• It only has one template option
• Free Trial: A 7-day free trial, access to most features so you can familiarize yourself with the software.
• Detailed Plan: It costs $19.95 per month.
• Enterprise Plan: It costs $39.95 per month.

Recommended reading: 5 Best HCM Software in 2024 (Reviewed)

Business Plan Quick Builder

The Business Plan Quick Builder is an online tool that helps users accelerate the process of creating a business plan. 

Business Plan Quick Builder’s algorithm efficiently creates a complete business plan. For example, the generated business plan lets users know the different aspects of their businesses. Plus, it also includes accurate financial projections of the businesses. 

In addition, Quick Builder can also be used by those who want to update their existing business plans.

• Financial forecast
• Automatic text generation
• PDF Support
• It has over 400 templates to choose from
• It saves time
• It is efficient
• It can only be used online.
• Free Plan: It costs nothing and comes with the basic essential features.
• Basic Plan: It costs $9.99 monthly 

ESM+Strategy

Every successful business has a well-defined strategy. Without a clear direction, it’s easy to get lost in the day-to-day grind and lose sight of your goals. That’s where ESM+ comes in. 

This software helps you map out your goals, track your progress, and make adjustments on the fly. It also provides tools to help you implement your strategy and get the most out of your team. From project management to task tracking, it has got you covered.

• Automation software for the Balanced Scorecard
• Visual charts and online reporting.
• Cascading Balanced Scorecards
• Dynamic strategy maps
• Instant-generated strategic reports and papers in PDF, PPT, and Excel.
• Personal Balanced Scorecards and employee reviews
• Data Visualization
• Customizable user interface
• Mobile app not available for macOS and iOS
• Basic Plan: Costs $0, it has valuable features like Excel Exports, Balanced Scorecard Designer, SWOT, Porter’s 5 Forces, PESTEL , and Change Agendas. It also allows users to create measures, goals, and strategic initiatives
• Pro Plan: It costs $880 monthly. It has features in the basic plan and other remarkable features like an unlimited number of users, Balanced Scorecard Automation, Custom Balanced Scorecard Templates, KPI Tracking , Initiative Prioritization, Excel Data Loading, Strategy Execution Library, and Strategic Initiative Project Management. It also allows its users to design dynamic strategy maps.
• Enterprise Plan: Contact ESM+Strategy for pricing. It has features in the pro plan and other features like several Scorecards, Configuration Instructions, Views of organizational/scorecard structure, Views with Cascading and Alignment, Permission framework based on scorecards, API integrations, etc. 

Data consolidation across scorecards, Loading Excel data across many scorecards, Dashboards tailored to each scorecard, Zapier connectors With onboarding. Users also get free data buildout.

Recommended reading: The 6 Best OKR Software Tools to Help You Achieve Your Goals

Workfacta is a simple yet powerful tool that helps businesses track employee productivity. By tracking employee login times, activity levels, and project deadlines, businesses can clearly see which employees are meeting their targets and which ones are falling behind. 

In addition, Workfacta provides employees with a clear set of deadlines and milestones to hit, helping them stay on track and motivated. As a result, Workfacta is an invaluable tool for any business that wants to improve employee productivity .

• Goal Setting and Tracking
• Strategic Planning
• Forecasting
• Key Performance Indicators
• KPI Monitoring
• Progress Tracking
• To maximize user experience, sorting and filtering options could be improved.
• Free Forever: It costs $0 and allows up to 3 users and 1 team. It has basic features like a weekly meeting schedule, three discussion items, team performance, two dashboard widgets, etc.
• Business Premium Plan: It costs $49 monthly per user, and it contains features in the free plan, unlimited users, flexible weekly meetings, Quarterly Execution Score Targets, company performance, and supports up to 3 teams.
• Enterprise Plan: Contact Workfacta for pricing. It has additional features like Xero integration, Number API, Cross-team features, enterprise widget, etc.

The first step is to define your business goals and objectives clearly. What are you hoping to accomplish? Next, you’ll need to analyze your industry and target market thoroughly. What is the current landscape, and what trends are you seeing? This will help you to create realistic financial projections. Once you have all this information, you can start developing your business plan. 

Yes, there are business plan templates available on Microsoft Word. However, the quality of these templates can vary greatly. Some are very simplistic and lack the level of detail that is often required in a business plan. Others are more comprehensive and can provide a good starting point for developing a business plan. The bottom line is that it is important to carefully evaluate any template you consider using to ensure that it meets your needs.

A business plan is a formal document that outlines the goals of your business. Examples are Executive Summary, Products and Services, Market Analysis, Sales and Marketing Plan, Operational Plan, Financial Plan, and appendix. With a well-written business plan, you’ll be on your way to achieving your entrepreneurial goals.

A business plan’s length depends on your business’s size, and complexity, a rule of thumb is that it shouldn’t be more than 30 pages. If you are seeking investment, your business plan will need to be even shorter, as investors do not have time to read through a long document.

You should avoid including information irrelevant to the business. There shouldn’t be grammatical or spelling errors, as this can make the business appear amateurish. Lastly, the document should be concise; avoid using flowery language or excessively long sentences.

Final Thoughts

When searching for the best business plan software, it is essential to look beyond the program’s price. Ultimately, the best business plan software can be defined by its ability to help you create, edit, and manage your business plan effectively and efficiently.

Whether it provides templates or allows you to create your own from scratch, offers powerful collaboration tools, or helps you organize financial information and projections. The best free business plan software should always aim to meet your specific needs and help take your business to the next level.

If you still can’t decide, we recommend giving Coro a try. It’s a tremendous all-around software that offers a free trial, so you can see if it’s the right fit for you.

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Read what some of our happy customers have to say

When you’re building a startup there are lots of things you need to figure out and keeping your plan and investor material clearly defined shouldn’t be an extra task to keep you away from building a great product. While it's a sinuous task to write a business plan, Cuttles makes the process of thinking, sketching and writing your business plan seamless. We were able to get our plan ready in a couple of days easily and without issues.

We’ve been missing a tool like Cuttles for years! All our work is usually stuck within folders, within other folders and it’s hard to have a one-stop-shop with all the details of each of our startups. Plus, these changes almost come on a weekly basis! So having an always up-to-date link to the BP is such a nice feature. No more little hacks and workarounds, now business ideas have a home of their own!

Creating something from nothing is hard. Building a startup requires a huge amount of work and that's where Cuttles helps. The versatile and well-organized startup builder is a solution to many of the problems that founders face day by day. It is a must-have tool for every entrepreneur, and especially those in the early-stages.

Cuttles has so amazing UX and design that I immediately felt like I had help. There were prompts and tasks given to make me think critically about my startup business. And it felt fun without being childish. If you are just starting your business and aren't an MBA try Cuttles. It's easy to use and comes with high-quality exportable templates

The Cuttles team and their first-hand experience of successful start-ups and working with aspiring entrepreneurs has manage to built an amazing startup plan software. The Canvas forces one to succinctly summarise one’s business pitch, the Budget tool provides a powerful but easy to use interface to construct a detailed budget that includes cash flow projections and metrics that investors will require. The Business Plan follows the same ethos of stepwise guidance. A set of task that we thought would take months to complete were shortened to a few weeks. Cuttles is a wonderful resource that we would unequivocally recommend.

Finally business plan software with great UX and a painless process - 10/10 will always recommend! Absolutely love it. The guide will help you in every aspect of your plan, this was such a huge help for us! I've tried most apps out there including LivePlan, Bizplan, and Upmetrics, and found them all either frustrating or missing something critical. The Cuttles web app simplifies the tedious task of thinking what to write in a business plan, a pitch deck, and more. It comes with a great examples, super helpful tips, and very and documentation.

Cuttles is on a mission to help startups and SMEs succeed by providing them the tools needed for a smoother startup journey. That's pretty cool! Starting a company, hiring your team and closing funding should be easy, so startups can focus their energy on what's really important; innovation and growth. Together with Cuttles, we can help startups accelerate their growth and relevance in the market.

Building a business is hard work and you need digital solutions that can make everyday life easier as an early-stage founder. Cuttles is a guided and personalized startup builder that helps you with planning, budgeting, and presenting your startup to investors. Their business plan tool helps you write your plan in a fraction of the time. That’s why we’re so proud to partner with a cool SaaS startup planning tool like Cuttles . We share the same goal – to help you!

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Hi everyone.

I'm Christian, CEO here at Cuttles.

There are few things as rewarding as building your own business. It's fun, challenging, and can create a deep sense of meaning and purpose, which, these days, most of us desperately desire. But knowing where to begin and how to move forward can be tough.

We may have a dream and see the big picture, but where do we go from there?

A recent finding shows that 63% of people in their twenties would like to start their own business and are drawn to experience life as entrepreneurs. Most, however, never get any further. It’s hard to know precisely how to go about it, and for that reason most aspiring entrepreneurs never dare take the first plunge. This doesn’t come as a big surprise. Building a business is a high-risk mission and there’s no certainty it will work out in the end. All we really have to rely on is our motivation and our willingness to do the work.

For early-stage founders, that work includes business planning. After all, an idea is, well - just an idea. It is how you execute that idea that will define your outcome and create a business.

So, what do you think when I say business planning? Let’s face it. For most of us, business planning kind of sucks. Who wants to sit around and write a plan when you could be building, marketing, selling?

But what if I told you that 90% of startups fail and that 56% do so because of poor business planning – or no planning at all?

It’s not the act of writing a business plan that does the trick, it’s the work you do in the process. Doing the research, understanding the problem you’re trying to solve and empathizing with the people you solve it for. It's the making sure your business and your business model are well thought out, assessing the risks, and through that becoming more sure that your idea is worth pursuing and using it to build a product and a startup that your customers won’t just like, but that they need.

However, the urgency of planning your startup, doesn’t take away the tediousness and time it takes.

That’s why we built Cuttles. We want to change business planning for good, by making it simple and easy to start, build and grow your business. By removing the hassle of business planning for you, we create time and space for you to do what you do best: Create lasting change for your customers. And although we’re not quite there yet, we work tirelessly to revolutionize business planning to make it simple, fast, and fun to plan and share your startup and get the funding you need to grow.

Get startup smart in our academy

We’re not just a powerful business plan app and great startup deals. We also want to train, inspire and empower startups to create more game changing solutions.

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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.

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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

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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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Disclaimer: The information featured in this article is based on our best estimates of pricing, package details, contract stipulations, and service available at the time of writing. All information is subject to change. Pricing will vary based on various factors, including, but not limited to, the customer’s location, package chosen, added features and equipment, the purchaser’s credit score, etc. For the most accurate information, please ask your customer service representative. Clarify all fees and contract details before signing a contract or finalizing your purchase.

Our mission is to help consumers make informed purchase decisions. While we strive to keep our reviews as unbiased as possible, we do receive affiliate compensation through some of our links. This can affect which services appear on our site and where we rank them. Our affiliate compensation allows us to maintain an ad-free website and provide a free service to our readers. For more information, please see our  Privacy Policy Page . |

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Start with your business foundation

Step-by-step planning process, works for every business in every industry, a polished plan that will make an impact, the dashboard gives you revenue–boosting insights.

Business Planning For Startups & Entrepreneurs

The business plan app that’s helped over 1M+ entrepreneurs

Pitch to Anyone, Anywhere

Start by outlining your ideas & testing your assumptions

Every successful business starts with the right foundation. And with the LivePlan Pitch Builder , you get an easy way to outline the essentials. This includes helping you:

• Figure out who your customers really are
• Clarify what problem your business is solving
• Set smart goals & milestones so you can grow faster

The entire process typically takes just 60 minutes – you can even write it on your smartphone with our app for business planning. And once finished, you'll get a better idea of how to position your business for success.

Get a one–page pitch that's built to impress

Crisp graphics and a slick design help make your one–page pitch stand out. Plus it's easy to show off: share a link to your pitch for quick feedback or export it to PowerPoint for presentation–ready slides.

Write your plan in bite-sized chunks with AI assistance

There’s no escaping it: banks and investors want to see a complete, detailed business plan that includes strong financial forecasts.

LivePlan’s business plan writing app guides you through the entire business-planning process with:

• Simple step-by-step instructions
• Automatically generated content with AI
• Detailed examples for every section of the plan
• 550+ sample plans you can copy and paste from

Create financials without tricky calculations

No spreadsheets. No calculators. No math whatsoever.

Just answer a few questions about your sales and revenue and LivePlan will handle the calculations automatically using built-in formulas. That means you get ultra-accurate cash flow projections with a minimal amount of effort.

Plus the AI LivePlan Assistant gives you suggestions for revenue streams, expense types, and other forecast categories that are specific to your business.

Get a polished, fundable, easy-to-share business plan

Your business plan will be optimized to earn you funding

Our plans are approved by the Small Business Administration, which means they give lenders and investors all the information they need to see.

But it's not just about them. You can also customize your plan to match your business by selecting from 10 different document themes.

Once complete, download your plan as a PDF or Word doc. Or you can print it to get a professional document

Then track your actuals against your plan to grow 30% faster

The LivePlan Dashboard is a dashboard that makes it easy to compare the financial projections in your plan to your actuals. That way, you can make adjustments on–the–fly to optimize your business.

The Dashboard connects to Xero or QuickBooks, so there's no manual data entry.

LivePlan’s business plan app features that help you succeed

Industry benchmarks.

See how your business stacks up against the competition. Compare your profit, productivity and other metrics with industry averages .

Goals & Milestones

Keep your business on track by scheduling milestones for key tasks or projects. It's an easy way to make sure you hit all the most important goals.

Simple Budgeting

Quickly build sales forecasts and budgets without any clunky spreadsheets. It's a simple and visual way to handle your financials.

Try LivePlan today

Totally risk free. 35-day money-back guarantee., frequently asked questions, how does liveplan ensure the security of my data.

Yes, all your personal and business data are safe with us. All account and plan data are written to multiple disks instantly, saved every few seconds, and stored in multiple locations. Your business plan will remain completely confidential and entirely private unless you choose to share it via exporting or inviting guests to your account.

The plan data is stored securely on our servers and nobody from our company can view your plan unless you choose to allow us access for tech-support purposes. For more information, please read our security and privacy policy page.

Can I use LivePlan on my tablet or phone?

While LivePlan’s business plan app is primarily used on desktops, your business plan can still be accessed via mobile devices.

For the best performance, we recommend connecting your mobile device to WiFi or LTE. As with any web application, LivePlan requires a reliable broadband Internet connection. Spotty or low-speed connections may cause trouble.

Can LivePlan integrate with other business tools and software?

Yes, the LivePlan business plan app is compatible with QuickBooks Online and Xero, allowing you to bring your accounting data directly into your financial forecasts and keep them up-to-date.

You can also import and export your financials and forecasts to Excel as a .CSV file and export your one-page business pitch to PowerPoint to further customize your presentation.

Does LivePlan offer industry-specific business plan templates?

You can access over 550 business plan examples across dozens of industries within LivePlan’s business plan writing app. Use them to inspire your own plan writing and understand what information to include for your specific industry.

How can I customize my business plan using LivePlan?

With LivePlan, you have complete control over the structure of your business plan. Start with our lender-ready business plan outline and add, remove, or edit sections to fit your needs. You can even add charts, tables, and videos directly to your business plan to really make it stand out.

Best business plan software of 2024

For planning your business finance

Best overall

Best budget, best established, best for speed.

• How we test

The best business plan software makes it simple and easy to plan your business finances in order to present them to a bank or investors.

1. Best overall 2. Best budget 3. Best basic 4. Best established 5. Best for speed 6. FAQs 7. How we test

The whole point of a business plan is that it allows you to evaluate your strengths and weaknesses, not least via your Unique Selling Point (USP) ,and make product or service comparisons with competitors.

Of course, even the best business plan relies on estimates and guesstimates, as it's impossible to predict market changes, developments, and future performance under such conditions. 

Ultimately, though, a business plan will demonstratively prove why your business is a solid enough investment to risk putting money into, and shows that you have properly and thoroughly researched your market, and details the real potential of a new business opportunities.

Here then are the best business plan software providers currently available.

You may also be interested in our featured business guides on best business laptops , best business computers and best business smartphones .

The best business plan software of 2024 in fill:

Why you can trust TechRadar We spend hours testing every product or service we review, so you can be sure you’re buying the best. Find out more about how we test.

Reasons to buy

Reasons to avoid.

Bizplan is the online business planning tool that claims usage of 30,000 startup founders from the Startups.co platform. They use a guided creator that can break the big project down into the component pieces that get tracked with a Progress Tracker, and expert guidance each step of the way including templates that can be dropped in, and completed, along with simple integration of visuals along the way.

Additional resources are also provided via the Bizplan Academy, with lessons on relevant topics, for example, “Building a Brand: How to Tell a Powerful Brand Story,” and “Critical Path Your Way to Higher Revenues,” among the many offerings. Those that need even more assistance also can take advantage of an expert consultation from a financial expert.

• ^ Back to the top

2. PlanGuru

PlanGuru is a comprehensive, and powerful software package in the business planning space. Education is provided via a series of case studies at their PlanGuru University and a whole slew of video tutorials.

The feature set includes flexible budgeting that can handle a simple small business, or a larger multi-department operating budget, and financial forecasting that uses multiple methods, including intelligent and turn-key methods - twenty methods in total. Historical results can also be imported with the general ledger import utility which can then applied to produce a rolling forecast. They also offer PlanGuru Launch, a service to bring in expertise and is charged per hour of assistance.

A significant downside is Planguru charges a higher cost than other software options. The cheapest option is around $75 per month for one business entity when billed annually. While there is no free trial, PlanGuru does offer a 30 day money back guarantee. 

Our expert review:

Enloop is a great choice for business planning software for the cash strapped business as it is the rare offering that has a free tier. Step up up to the next tier, and this is no barebones product, as it has over 100 currency symbols, can automatically generate bank-ready financial reports, and even has automated text writing that can sync with financial data to turn it into text. There is also a real time performance score assigned, that dynamically changes as the business plan is strengthened.  

The plans start with the Free tier, which is limited to a single business plan with simple text, no images, and does not offer any advanced features. The next plan up is the Detailed plan, that supports three business plans, and offers a significant 55% discount when paid annually, making it even better value. This plan costs around $20 per month. For a more comprehensive package you can buy the Performance plan costing around $40 per month.

Read our full Enloop business plan software review .

4. LivePlan

LivePlan is business planning software that offers a simple pricing scheme as there is only a single plan to choose from. As they have a 15+ year track record, they offer a clean and simple interface, that can create business plans that look like they were done by an expert consultant, and the software includes a live dashboard that can track day-to-day performance. Those with writer’s block will benefit from the over 500 included sample plans that can be turned to for inspiration.  

Rather than complicate things with too many tiers to choose from, LivePlan only has a single plan which can be paid for monthly or annually.

5. Business Sorter

Business Sorter promises to simplify and speed up business planning and claims to be able to flesh out a plan in an hour or two, via a novel 273 card sort system that covers many common situations.

The ability to reword cards is included, or also to add cards to the already expansive deck, so no worries if there is not a pre-made card for your situation. Unlike some sites that have videos, the educational resources here are provided as PDFs and Word files, which can be quicker to access, but harder to follow for some learners. 

The lowest tier plan, Basic is fully featured, and includes up to three team leaders. 

Read our full Business Sorter review .

Other business plan software to consider

We've only covered some of the most popular business plan software platforms out there, but there are a number of other notables worth mentioning, plus a wide variety of providers of business plan templates. Below we'll briefly cover a range of some of the additional options out there that are worth considering to get your business plan right.

Go Business Plans is more of a consultancy than a software solution, but is worth mentioning for the simple fact that it's one of America's biggest business plan companies. While software might be able to do the job for you, if you're looking for significant funding, it's probably useful to get some professional advice, not least in terms of strategic planning, feasibility studies, and financial projections to ensure you have a solid base for your business plan.

Wise Business Plans provides a very wide range of templates to work from in constructing a business plan. These are particularly designed with funding in mind, no matter what kind of business you run. What is especially helpful is that Wise doesn’t simply deal with business plan templates for a diverse range of business types, the company also provides plan templates for franchises and non-profits.

Plan Writers  is another bespoke service that essentially listens to what you want and then puts the plan together for you. Again, this technically falls outside of business plan "software", but the chances are you'll use a software package as a platform to build from, and Plan Writers can then help you build up from that base.

Bplans is another provider of business plan templates, but goes beyond that with additional pitch and SWOT analysis templates. There are also business plan guides, industry reports, and a free course on writing a business plan. Bplans also publishes a lot of free-to-use articles on business planning, financials, and tax reporting, to help ensure you can keep your figures and projections accurate and compliant.

We've also listed the best free software for small business .

A business plan is essentially your roadmap to profitability from an initial investment. Whether it's your own money, or a loan from a bank, it's still a good idea to set up a business plan for yourself.

Main things to look to are a SWOT analysis to provide an idea of your business idea's strengths and weaknesses, as well as identify a unique selling point (USP) that will give your business an edge.

While business plans inevitably demand the use of figures, and while these can be impossible to be accurate with, at least by making intelligent guesses you can set yourself targets to work towards.

That's another common feature of a plan, so that specific periods you can review your business progress and make adjustments to your plan as required. This allows you to use real figures for your projections, allowing you to better plan ahead.

Which business plan software is best for you?

When deciding which business plan software to use, first consider what your actual needs are, as sometimes free platforms may only provide basic options, so if you need to use advanced tools you may find a paid platform is much more worthwhile. Additionally, free and budget software options can sometimes prove limited when it comes to the variety of tools available, while higher-end software can really cater for every need, so do ensure you have a good idea of which features you think you may require.

How we tested the best business plan software

To test for the best business plan software we first set up an account with the relevant software platform, whether as a download or as an online service. We then tested the service to see how the software could be used for different purposes and in different situations. The aim was to push each business plan software platform to see how useful its basic tools were and also how easy it was to get to grips with any more advanced tools.

Read how we test, rate, and review products on TechRadar .

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Blog Business 8 Best Business Plan Software for 2024

8 Best Business Plan Software for 2024

Written by: Krystle Wong Jan 01, 2024

Gone are the days of staring at blank pages and struggling to structure a business plan effectively. With user-friendly interfaces and a wide range of business plan templates catering to various industries, creating business plans that are polished, professional and data-driven can now be done in a fraction of the time.

For startups, business plan software guides them through the crucial early stages with comprehensive business plan templates and financial modeling tools. Established businesses on the other hand benefit from the software’s collaborative features, enabling seamless teamwork as they pivot, innovate and pursue new growth opportunities.

In this article, let’s delve into exploring the seven best business plan software for 2024. Whether you’re an aspiring entrepreneur with a groundbreaking idea or a seasoned business owner ready to elevate your enterprise to new heights, these software solutions have all you need to create a solid business plan.

Click to jump ahead:

What is a business plan software?

• 7 Best business plan software for 2024

Factors to consider when choosing a business plan software

7 steps to create your own business plan, business plan software faq, key takeaway.

A Business plan software is a specialized digital tool designed to assist entrepreneurs, startups and established businesses in creating, organizing and presenting comprehensive business plans. 

Business plan software significantly reduces the time and effort required to create a comprehensive business plan . The availability of business plan templates, financial modeling tools and automated features streamlines the process of business planning and eliminates the need for starting from scratch.

Some advanced business planning software even integrates market research capabilities. This feature provides users with access to market trends, industry benchmarks and relevant data. Access to such data helps users make informed decisions and demonstrate a thorough understanding of their target market.

8 Best business plan software for 2024 

1. venngage.

Venngage specializes in transforming traditional business plans into captivating visual stories. Visuals can communicate complex information effectively, ensuring your ideas stand out and resonate with your audience.

When it comes to business planning, conveying your ideas with impact is just as important as the content itself. In this digital age, visual storytelling has emerged as a powerful way to captivate audiences and leave a lasting impression. That’s where Venngage steps in.

With a rich library of templates, Venngage offers a variety of themes and styles to suit different industries and business types. Customize your business plans with our user-friendly drag-and-drop tools by adding your brand elements, customizing colors, fonts and visuals to make your business plan truly unique. Check out our library of sample business plans to get started today.

However, while Venngage excels in visual storytelling, it might not be the go-to tool for in-depth financial forecasts and analysis. Users seeking extensive financial modeling might want to complement Venngage with a comprehensive business planning tool.

Pricing options:

Create your first 5 designs with Venngage for free and upgrade to a premium or business plan for $10/month per user and $24/month per user respectively to enjoy premium features. For larger teams who need extra support, controls and security, the enterprise plan starts from $499/month for 10+ seats.

Can I collaborate with team members using this business plan software?

Yes, absolutely! Venngage offers collaborative features that allow you to work seamlessly with multiple team members when creating business plans. You can invite team members to join your Venngage account and they can contribute to the design process in real time. 

Can I export my business plan to different file formats?

Upgrade to a premium or business plan on Venngage to export your professional business plan to different file formats. After designing your business plan, you can choose to export it as a high-quality PDF document, which is ideal for sharing and printing. Additionally, Venngage allows you to export your business plan as an image file (PNG or JPG), making it easy to use in presentations or on your website. 

Is this business plan software suitable for startups or established businesses? 

Venngage is great for entrepreneurs and businesses looking to enhance their business plans with visually engaging infographics and visual assets.

Instead of sharing a lengthy, 50-page document that may bore your audience and fail to effectively convey your message — present your business plan with infographics. Here’s how you can create a business plan infographic that will wow your readers and showcase your business at its best. 

2. LivePlan

Source: Screenshot from LivePlan

In the realm of business planning software, LivePlan stands out as a reliable and user-friendly tool. With a focus on seamless financial forecasting and budgeting capabilities, LivePlan streamlines the planning process, helping businesses transform their visions into reality.

The software’s financial forecasting tools provide users with the ability to project revenue, expenses and cash flow accurately. This financial insight is invaluable for making informed decisions and setting realistic goals.

For hassle-free data integration, the business plan software offers seamless integration with accounting software . This feature allows users to import financial data effortlessly, saving time and reducing manual data entry.

While LivePlan excels in financial planning and user-friendliness, some users may find the customization options for design and layout to be limited. For businesses seeking highly tailored visual aesthetics, LivePlan’s template-based approach might be less ideal.

The standard plan is available at $20/month for monthly billing and $15/month for annual billing. For businesses seeking extensive financial tools to support their operations and growth, the Premium plan costs $20 for the first month and $40/month (monthly billing) or $30/month (annual billing) for subsequent months.

LivePlan facilitates seamless collaboration among users within your account, allowing multiple individuals to work on the same plan concurrently. To prevent conflicting edits, LivePlan restricts access to specific sections, allowing only one user to edit at a time while others observe the locked section.

You can export your business plan by using the print to PDF feature. This generates your plan content in a standard file format compatible with Adobe Reader and other free reader programs. Alternatively, you can export your plan to Microsoft Word (2007 or later).

A great tool for small businesses, startups and entrepreneurs looking for easy-to-use software with solid financial planning tools.

3. Upmetrics

Upmetrics is an AI-powered business planning software that helps businesses of all sizes and industries write their business plan.

With Upmetrics AI Assistant, you can write your plan faster, get answers to any business-related queries, and prepare financial forecasts in no time. 

Besides, the subscription includes access to 400+ sample business plans, various informative guides, and video tutorials to keep your business plan writing process on track. 

Additionally, it has collaborative features, so that everyone on the team can share their insights. Not just that, the software provides you with an AI pitch deck generator, so you can make a stellar pitch.

As an AI business plan builder , Upmetrics is suitable for entrepreneurs, startups, and small businesses to write their plans at any stage. Although it has various cover page designs and immense customization options, it might still lack visual appeal. 

Pricing plan options 

• Starter plan – $7 monthly 
• Premium plan – $14 monthly 

Yes, you can collaborate with your team members while using Upmetrics. It offers collaboration tools that allow you to work effortlessly with your team on the business plan. You can invite team members to collaborate, assign tasks, and track the progress together. 

You can download your business plan as a PDF or directly as a document in Word. Besides, you can share the business plan directly to any email, and they will get the viewer access to the plan. 

Upmetrics is a versatile business planning software suitable for startups and established businesses. But its financial planning features, step-by-step guidance, and AI Assistant make it more useful for startups writing business plans for the first time.

4. BizPlan by Startups.com

Source: Screenshot from BizPlan

If you’re a startup aiming to raise investments, BizPlan is the one for you. As a universal professional business plan builder, BizPlan offers the added advantage of seamless integration with all the tools within the Startups.com network.

Designed with startups in mind, BizPlan’s step-by-step approach allows you to break down the entire scope of work into manageable steps and the built-in Progress Tracker tool keeps you on track towards success.

Once you subscribe, BizPlan opens the door to utilizing all the tools offered by Startups.com, making it a one-stop shop for your entrepreneurial needs. Whether it’s lifetime access to the service, connectivity to Findable to attract financial investments, a wealth of online educational programs or the ability to connect multiple owners to a single account, BizPlan delivers comprehensive support.

While the business plan software offers an array of benefits, it’s essential to consider the possible downsides. The absence of a free version and a mobile app, along with a lack of industry-specific templates for business plans may be worth considering before making your decision

Pricing plan options:

• Monthly plan ($29 per month)
• Annual plan ($20.75 per month or $249/year)
• Lifetime access (one-time fee of $349)

Bizplan encourages collaboration with partners, team members, advisors and subject matter experts by allowing threaded comments throughout the entire plan. It provides control over who can access sensitive financial data and enables convenient cloud-based access from anywhere.

Bizplan provides multiple options for sharing your business plan with others. You can generate an online version of your plan, which can be set as private by default or made publicly accessible through a unique shareable URL. Additionally, Bizplan offers the option to create a custom-branded PDF of your business plan. 

BizPlan is great for entrepreneurs and small businesses who value a vast collection of resources and need support in financial analysis.

Source: Screenshot from Enloop

Enloop emerges as one of the best business plan tools for startups, catering to entrepreneurs who crave a streamlined planning process. With the ability to automatically generate basic text for each section of your plan, Enloop saves time and effort in crafting your business vision.

A highlight of the business plan tool is its automatic generation of financial projections, offering accurate insights based on your entered data. This powerful feature empowers entrepreneurs to make informed decisions and project future outcomes with confidence.

For those with a penchant for strategic thinking, Enloop’s “what-if” scenario analysis becomes an invaluable tool. It allows users to explore various business strategies and assess their potential impact on plan outcomes, enabling sound decision-making.

Enloop doesn’t stop at generating numbers; it goes a step further by providing a business plan grading system. This insightful feature assesses plan quality, giving users valuable feedback to refine and enhance their business plans.

However, it’s essential to consider the software’s limitations as customization and design options are relatively limited. Additionally, the basic version of Enloop might not meet the needs of all users, as it lacks certain advanced features. 

• Seven day free trial (no credit card required)
• Detailed plan ($19.95/month or $11/month when billed annually)
• Performance plan ($39.95/month or $24/month when billed annually)

Enloop’s online business plan writing app lets you invite and collaborate with anyone on your business plans using the ‘Invite & Share’ feature.

Enloop allows you to download your business plan in PDF format whenever you’re ready. The plans remain accessible in your paid account, encouraging regular updates to keep track of your business’s health and have an up-to-date plan ready for financing needs.

Suitable for entrepreneurs seeking a tool that simplifies financial forecasting and scenario analysis.

6. PlanGuru

Source: Screenshot from PlanGuru

PlanGuru’s standout feature lies in its ability to forecast all three financial statements – income statement, balance sheet and cash flow statement so that users can make data-driven decisions.

Creating detailed analyses becomes a breeze with PlanGuru’s general ledger import utilities, allowing seamless historical data import. The software facilitates budget vs actual reporting and enables building rolling forecasts with just a few clicks each month.

Unlimited budgeting flexibility is another advantage offered by the business plan builder. Users can craft simple high-level small business budgets or delve into intricate multi-department operating budgets with ease.

With scenario analysis capabilities, PlanGuru empowers users to interpret the financial impact of specific events accurately. This feature enables making critical investments and strategic decisions with confidence, knowing thorough due diligence has been performed.

Given its sophisticated features, PlanGuru may be more suitable for financial professionals and analysts looking for in-depth financial analysis and budgeting tools. Users not familiar with financial modeling may face a steeper learning curve when utilizing Enloop’s robust capabilities.

• Single entity ($99/month or $75/month when billed annually)
• Multi-department consolidations ($299/month or $225/month when billed annually)

You can add up to 3 users with the multi-department consolidation plan. Additionally, all plans allow you to add on $29/month (billed monthly) or $25/month (billed annually) for each extra user.

What other apps does PlanGuru integrate with?

The cloud-based platform is also accessible as a Windows-based desktop version, giving you the freedom to choose the format that suits you best. Additionally, PlanGuru seamlessly integrates with MS Excel, QuickBooks Online and Xero, providing further flexibility and convenience in using the software.

The cloud-based version is suitable for SMBs or nonprofits budgeting for a single entity while the multi-department consolidations plan is for companies with multiple departments needing consolidated budgets.

7. Business Sorter

Source: Screenshot from Business Sorter

With Business Sorter’s card sort system, crafting the foundation of your plan becomes a breeze. Featuring 273 cards covering various business situations, the business plan generator offers flexibility, allowing users to customize their plan by adding their cards or modifying existing ones, tailoring the plan to their specific needs.

The platform also provides the convenience of viewing your plan on any device, including smartphones, which not many business plan apps have. Additionally, guidance is at hand with Business Sorter as the software provides valuable tips and advice for every key step, empowering users to implement their business strategy with confidence.

While Business Sorter excels in its interactive features, it may not offer as extensive financial analysis tools as other business plan software. For businesses requiring advanced financial modeling capabilities, Business Sorter might not fully meet their requirements.

• For small teams with up to 3 users ($10/month or $80/year)
• For medium teams with up to 10 users ($30/month or $240/year)
• For large teams with up to 30 users ($80/month or $640/year)
• For enterprises with unlimited users (custom pricing)

Your business plan can be edited by only one user at a time. When a user opens a plan, it automatically locks to prevent any data loss and remains locked until the user finishes their work and exits the plan.

You can print each business plan directly from the plan summaries on your dashboard. 

Suitable for both entrepreneurs and businesses looking for an interactive and visually appealing planning approach.

9. AchieveIt

Source: Screenshot from AchieveIt

AchieveIt stands as a versatile software for business plans, designed to simplify the planning process for businesses of all sizes and planning methods. With AchieveIt, you can easily build plans, ensuring alignment and engagement among your employees and optimizing plans for seamless execution.

Regardless of your preferred planning method, AchieveIt empowers you to construct plans effortlessly, providing a flexible solution for any planning use case. The software ensures your plans are well-aligned with your organization’s objectives, engaging all team members for successful plan execution.

The business plan tool provides robust tracking and reporting features, allowing businesses to monitor the progress of their plans and measure performance against set goals. Users can create customized dashboards to visualize key performance metrics, making it easier to identify trends and insights.

That said, In comparison to most business plan software, AchieveIt’s pricing might be relatively higher with its extensive features. On top of that, for users new to strategic planning software, AchieveIt may present a learning curve during the initial adoption phase.

The business plan software packages for AchieveIt varies based on factors like organization size, required functionality and the number of users. AchieveIt being an enterprise-level software offers custom pricing to cater to the specific needs of each business. For accurate pricing details, it’s best to contact their sales or customer support team.

AchieveIt allows team members, stakeholders and advisors to have shared access to the platform, providing them with visibility into the latest updates and progress on the plans. Users can assign tasks to team members and track their progress within the platform. 

Can AchieveIt integrate with existing systems?

AchieveIt’s Data Integration API lets you import key metric data from existing systems, saving time and reducing errors by eliminating the need for data entry in multiple places.

AchieveIt is best suited for medium to large-sized businesses and organizations that require a comprehensive and collaborative strategic planning platform. It caters to teams and enterprises seeking to improve their planning processes, track performance and drive organizational alignment to achieve business objectives effectively.

No idea what your business plan should look like? Check out these business plan examples for inspiration. 

When searching for the best business planning software, you may be wondering — what features should I look for in business plan software? You want to make sure it meets your specific requirements and streamlines the planning process effectively. Here are the top six factors to consider:

Ease of use

The software should have a user-friendly interface that simplifies the process of creating a business plan. Look for intuitive navigation, clear instruction and a layout that makes it easy to input and organize your information.

Features and business plan templates

Check the range of features and business plan templates the software offers. Look for a diverse selection of business plan templates catering to various industries and business types. The software should provide essential sections like executive summaries, market analysis, financial projections and more.

Financial modeling tools

Your business plan software should allow you to input financial data and generate accurate and comprehensive financial projections. These business plan creation tools are vital for assessing the financial viability of your business.

Collaboration and sharing

If you’ll be working with a team or seeking feedback from others, consider software that enables real-time collaboration and easy sharing. The ability to work together seamlessly can enhance productivity and improve the quality of your business plan.

Built for fast-moving teams that need to be on the same page, Venngage’s real-time collaboration enables you to polish your design with your team in real time, leave comments on each other’s work,and save your designs in one shared folder. With your  Venngage Business  account, you can easily invite and manage your team members to collaborate on a design, all in real time.

Security and data protection

Since a business plan contains sensitive information, prioritize software that prioritizes security. Ensure that the software uses encryption and data protection measures to keep your data safe from unauthorized access.

Exporting and sharing options

Check the software’s export options. You’ll likely want to share your business plan with others, so ensure it can be exported in popular formats like PDF or PowerPoint.

Are you an entrepreneur starting a new business or expanding your existing business? This guide on how to create a small business plan might come in handy for you. 

Creating business plans can be a crucial step in setting your entrepreneurial vision on the right track. To help you through the process, here are 7 steps to guide you in crafting a comprehensive business plan:

Step 1: Executive summary

Start with an attention-grabbing executive summary. This section provides an overview of your business. In your executive summary, make sure to highlight your mission, goals, products or services, target market and the unique value you offer. Keep it concise, yet compelling.

Step 2: Company description

Give a detailed description of your company. Explain your business’s history, its legal structure (e.g. sole proprietorship, LLC, corporation) and the reasons why your business will succeed in the market.

Step 3: Market analysis

Conduct thorough market research to understand your industry, target market and competition. Identify your ideal customers, their needs and preferences. Analyze your competitors and highlight your competitive advantages.

Step 4: Products and Services

Describe your products or services in depth. Explain their features, benefits and how they meet the needs of your target customers. Emphasize what sets your offerings apart from the competition.

Step 5: Marketing and sales strategy

Outline your marketing and sales strategies to reach your target audience. Explain your promotional activities, pricing strategies, distribution channels and sales tactics. Detail how you plan to acquire and retain customers.

Step 6: Financial projections

Project your financial performance over the next three to five years. Include estimated revenue, expenses and cash flow. Detail your startup costs and funding requirements if applicable. Be realistic and supported by market research.

Step 7: Implementation plan

Create a detailed roadmap for executing your business plan. Set specific goals and milestones. Break down tasks and assign responsibilities. Include timelines and a plan for measuring progress.

A great tip here is to start with a well-structured outline. This guide on how to create a business plan outline will help you in creating your blueprint to easily identify your business’ resource needs, including finances, personnel and equipment. 

Is my business data safe with business plan software?

Most reputable business plan software providers prioritize data security and employ encryption and other measures to keep your business data safe from unauthorized access.

What are the benefits of using business planning tools?

Business planning tools offer time efficiency, professional presentation, error reduction, collaborative features and accessibility, making it easier to create a comprehensive business plan that impresses investors and stakeholders.

Do I need any specific skills or expertise to use business plan software?

No, many business plan software solutions are designed to be user-friendly, requiring no specific skills or expertise. They often come with templates and step-by-step guidance to assist you through the planning process.

In the dynamic landscape of 2024, businesses are on the lookout for innovative tools to stay ahead of the curve and drive their growth. These 7 business plan software picks for 2024 offer a wide range of features, from user-friendly interfaces and real-time collaboration to sophisticated financial analysis tools and customizable dashboards.

Whether you’re looking for user-friendly platform business planning tools that aligns with your business planning processes or a business plan writing software that allows you to tailor the business plan according to your industry, goals and unique requirements — I’m quite certain I’ve got them all covered. 

The value of these business plan software options lies not only in their efficiency but also in their ability to save time and reduce errors. By integrating with existing systems through Data Integration APIs, users can seamlessly import key metric data, eliminating redundant data entry and streamlining the process.

If you’re still unsure about which is the right business plan software for your business, you can always take advantage of free trials or video tutorials and demos offered by software providers. Testing the platform firsthand will give you a practical understanding of its usability and suitability for your business.

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11 best small business apps you should be using

These are the free business apps every account manager needs.

Calendly Jun 01, 2020

11 min read

Table of contents

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It's now easier than ever to increase your productivity and effectiveness in business. Many of the top-rated business apps include a high-powered free version, so you don't have to invest much to get started with them. Other apps featured here work as business hacks, helping you use your time wisely and hang onto important information for later.

All of these excellent apps are guaranteed to help you streamline your processes and maximize your potential. If you aren't using these free business apps, you should be.

Collaboration

If you're looking for a plug-and-play online collaboration tool , Todoist is a great candidate — and it's free! This versatile app works great as a simple reminder list. But it also offers a host of other features that take your planning to the next level. The paid version is geared toward teams, offering more delegation and collaboration features. 

For people who work well with pencil and paper, Todoist might be the most intuitive way to organize your thoughts digitally. Setting up projects is super easy, and you can use labels to help you sort through items later. 

For instance, let's say you need to plan a new initiative. First, create a project in Todoist. Jot down your ideas or pertinent info in the notes section, which stays connected to that project. 

Then you'll probably want to make subprojects, either based on milestones or simultaneous components. Within each subproject, add items to do next. You can label those items according to however you'd like to recall them later. For example, you can label items according to priority, context (e.g., phone calls or errands) or both.

Also helpful is the versatile system for creating due dates and reminders. It integrates readily with a wide range of apps including Google Calendar and Amazon Alexa. Using a connector like Zapier, you can also integrate Todoist with a host of other programs, such as your company's account management app. 

A perennial favorite among creative teams, Trello is a project planning app that is clean, simple and visually oriented . Based on the kanban model, Trello helps both individuals and teams keep a grasp on workflow. 

The "Post-it notes on a whiteboard" feel of this app helps you tangibly move concepts around without losing track of important details — and without losing all your content if the wind blows through your office! Trello is an excellent option for goal-setting, delegation and keeping the big picture in mind.

The free version can float most individual and small team needs, and the paid version starts at a very manageable $10 per month. Trello offers Power-Ups (i.e. integrations) with Slack, Google Hangouts, and many other platforms. 

If you're working with a large or growing team and have a complex workflow, consider Asana for your project planning workstation. It’s great for individuals, but it's really geared toward teams. Managers who know how they want things organized will love the versatility of this app. 

Implemented by world-class teams like NASA and Salesforce, Asana is a truly powerful tool. Its structure is best described as user-oriented vs. user-friendly. The Timeline features allow you to create Gantt charts to keep your team on schedule. Vary your team members' editing privileges and see what they accomplish when you delegate something. 

Asana offers several automation options so you don't have to keep re-entering or remembering routine tasks. It also integrates with plenty of the apps you already use, such as your account management tools . When wielded wisely, this app has the power to transform your personal and business productivity.

The free version of Asana gives you lots of room to set things up and try out the wide-ranging collaboration features. The paid version starts at just $11 per month, so you can scale your commitment as your team grows. 

Email & Calendar

4. calendly.

Calendly takes the guesswork out of setting up meetings , saving you time by eliminating the back-and-forth communication usually required to find a time when everyone is free. It's like a personal secretary who keeps your calendar and arranges appointments for you. But instead of paying somebody a salary, Calendly is free.

Offering integrations with Google Calendar, Outlook and many other apps, Calendly takes into account all of your prior commitments. Then, according to a wide range of options, it allows you to set parameters for your availability. 

You can send a link or a specific request for a meeting through Calendly, whether you're setting up a coffee date or a large board meeting. It supports round-robin style meeting set-ups, one-on-one meetings and collective availability, highlighting when everyone who's invited to the meeting is available. 

Calendly offers lots of controls so people can only view what you want them to. You can make meetings secret, separate personal and work time, add buffer time between meetings and prevent last-minute meetings. Calendly is a game-changer for your workflow. 

Calendly even takes on the work of reminding people to show up for meetings. You can also customize options like who can edit the meeting details, who is leading the meeting and what platform you might be using, like Zoom or GoToMeeting. While some of these features require the paid version, even the upper-tier paid version is only $12 a month per user. 

Webinar: Getting started with Calendly

5. mailchimp.

Mailchimp allows you to send classy-looking emails to large audiences for free. (Their free version includes “all the basics for businesses that are just getting started,” including up to 10,000 emails per month.) You even have the option to set up a website and domain name.

Mailchimp is very user-friendly when it comes to designing emails and customizing your audience. And there is a huge network of online resources for learning skills like connecting Mailchimp with your website's subscription functions. You can set up automated responses, like sending a welcome email when someone subscribes to your list. It also tracks who has subscribed and unsubscribed, and it cleans out old addresses when they've bounced back too many times. 

You can create a social media post every time you send out an email campaign or a template so your newsletter looks familiar to people when it shows up in their inbox. Learn about how many subscribers are opening your emails and how many are clicking on the links they contain with the loads of analytics tools included in the paid versions. You’ll also get tools to help you craft great messages and subject lines. 

For businesses who want to shine in their potential customers' inboxes, using Mailchimp shows that you are a legitimate player. 

Zoom has become one of the most used videoconferencing platforms worldwide. That fact alone commends its use since you’ll have less coaching to do. If people already know how to use the software, you can jump right into the meat of your meeting. 

Meeting participants can choose between several viewing options, like pinning a single person's feed or choosing gallery view to see everyone at once. You can even change your background so people can't see into your home office — or wherever you've set up for the day. You have the option of sharing your screen instead of using your webcam, too. 

Zoom allows you to send meeting invitees a link and password, both of which can stay the same for recurring meetings. The meeting host can mute everyone and unmute only the people they want to hear at a given time (such power!). They can also set up breakout rooms so people can have side conversations during the meeting. 

Zoom is remarkably free. You can meet with up to 100 people at a time for up to 40 minutes, and one-on-one meetings are unlimited. It integrates with hundreds of other apps, like Calendly, Asana and many of the other apps highlighted here. 

Loom is a free screen recorder browser extension that works with the latest versions of Safari, Chrome, Firefox, and Microsoft Edge. It creates a file that you can send, upload or simply save for future reference. 

Do you need to explain something complicated in an email? Rather than typing out prosaic directions or uploading countless images, send a Loom video. You can use your webcam to simply create a video of yourself talking. Or, use your screen — with or without audio — to create an active demonstration. Privacy protections allow only those with the link and password to view the video. 

Loom is also great for marketing because you can create brief demo videos to integrate with a landing page or email. Add a Loom video to your presentation slides to showcase how something works. 

8. Microsoft OneNote

Keep all your notes in one place using OneNote. It's easy to access your content from anywhere, as OneNote provides an online version, a desktop app, and mobile versions for Android and Apple. While the app is part of Microsoft Office 365, you don't have to buy a license for 365 to use OneNote. 

OneNote includes lots of options for organizing, arranging your information into notebooks, sections and pages. You can use tags to make things easy to find later. Content is stored on OneDrive, where you get 5GB of storage for free. Upgrading to 100GB costs only $2/month. 

The search features in OneNote are pretty impressive. You can easily search text content throughout all your notebooks, but you can also search for words in audio and video files. This is a game-changer for people who often listen to podcasts, record interviews or make voice notes.

Inputting content is easy and very versatile. Typing works, of course, but so does uploading images, audio and video. You can also save webpages and create drawings with a stylus or your finger. It’s possible to share specific notebooks with others, too, making collaborative work a lot easier. 

9. Genius Scan

Genius Scan allows you to make a digital record of anything on paper . Take a photo of a receipt, a handwritten note or anything else, and store it on the cloud instead of in your glovebox or wherever you tend to keep such things. 

Available in the App Store and on Google Play, the free version of Genius Scan makes for a very functional portable scanner. It integrates with OneNote, Evernote, Google Drive, Dropbox and several other cloud-based storage platforms. On the iPhone, for instance, you can save files directly to your iCloud folders. 

Uses for this handy app are nearly endless. Keep a record of receipts for reimbursement or business expenses. If you have a great restaurant meeting with lots of napkin drawings, scan your drawings and email them to everyone with just a few clicks. And while we're on restaurants, scan the menu of your favorite take-out place so you don't have to go searching for it later. 

You can scan multiple pages at once and the app will file them together. Tags and labels help keep things sorted for easy finding later. The free version includes a perspective corrector, so even if you're not pointing your phone straight at a note, the app will scan it as though you are. 

Especially when integrated with OneNote or a similar organization system, Genius Scan can help you become one of those people who never loses an important bit of paper.

10. Reuters

Reuters is an excellent news app for business people (and other people too, of course). It's got a good balance of general news coverage along with market data and analysis. Reuters is known for its apolitical, objective coverage from 2,000+ news sources globally. Based in the UK, it’s been around since 1851 and has maintained a solid reputation throughout the world. 

With the Reuters app, you can personalize which topics you're most interested in and set up alerts for when breaking news happens. Customize your feed and enjoy the unusually well-designed interface. 

Marking stories to read later is also easy. And, if you won’t read them until much later, the app even offers a night view for catching up when others are sleeping. 

Pocket is an easy way to save content from all over the web to read at your leisure. Available from Google Play and the App Store for mobile, it's also available as a browser extension for Safari, Chrome and several others. Pocket works the same way you would dog-ear an article in a magazine. You can then have access to that article without having to carry the magazine around with you. 

Use Pocket to save the most pertinent and interesting news articles from a wide variety of sites. Or use it to save the information you collect while researching a product, customer or your latest topic of interest. 

Tag content to make it easier to find later and download it to read or watch even when you're offline. Pocket even lets you save emails by sending them to the email address [email protected] . Maybe you'll finally end up reading some of those email newsletters you’ve signed up for!

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10 Best Free Digital Planner Apps in 2024

Vivian Tejeda

ClickUp Contributor

May 14, 2024

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It’s the beginning of the week, and it’s time to jot down the top three most important tasks for the day, set up reminders , and look through and edit last week’s notes. 

Should you do it in Google Docs ? The new planning app your friend introduced you to? Or keep it simple and stick with the notes app on your phone? 

You’ve likely found yourself in this scenario more than once if you haven’t had luck finding a digital planner. 

Granted, just about every daily planner out there do most basic tasks. But few unify and centralize just about every one of your planning needs in one platform. 

To help inform your quest for the best digital planner, we’ve compiled a list of all the options worth considering below.

Let’s dive into the specifics.

What Should You Look for in a Digital Planner App?

• 1. ClickUp 

2. Google Calendar

6. mydailyplanners, 8. goodnotes, 10. monday.com.

One of the most significant features of a planner is user-friendliness. It’s hard enough to stick to a digital planner tool long-term—don’t make it harder on yourself by trying to work a digital planner that’s rigid and clunky into your daily life . 

An excellent digital planner makes it easy to centralize all your tasks. This means it’s always a good idea to check what other applications you’re likely already using (think Gmail or Slack) so that it integrates easier with your existing workflow.

Though it’s a matter of preference, the more integrations and features a digital planner has the better. Why? It’s one of the best ways to reduce the number of applications you often have to use to juggle doc creation, keeping track of invoices, reminders, or even the progress of any of your projects. 📚

The 10 Best Digital Planner Apps in 2024

1. clickup  .

As a digital planner, think of ClickUp as the all-in-one tool that takes care of anything from the simplest to the most complex planning needs for teams and individuals alike. Yeah, it comes with tons of features and is hyper-customizable—perfect for the digital planner that’s very particular about how they track and manage work (or their personal lives). 📖

ClickUp best features

• ClickUp’s Calendar View : Arrange your tasks systematically, schedule deadlines, and create a dynamic calendar that enables your team to track progress and stay aligned.
• Automations : Deal with routine tasks that get repetitive quickly with ClickUp’s advanced automation features. It’s a great way to free up additional mind space and plan more efficiently. With automation triggers and conditions, automate task creation, assignee changes, reminders, and task priority to name a few 
• Personalization: The best daily planners are malleable—that way, you don’t have to deal with rigid fields irrelevant to your needs. ClickUp was built around customization, which means you’ll want to take some time to get familiar with how pages, folders, views, and tasks work to lock in a workflow that’s built for you
• Templates: Who doesn’t love templates? ClickUp offers its users hundreds of templates spanning all kinds of needs like resource planning and event planning  

ClickUp limitations 

• Some users cite its limited spreadsheet tools and complex formulas
• Not all views are available on mobile (yet!)

ClickUp pricing

• Free Forever
• Unlimited : $7/month per user
• Business : $12/month per user
• Enterprise : Contact for pricing

ClickUp ratings and reviews

• Capterra : 4.7/5 (2,000+ reviews)
• G2 : 4.7/5 (5,000+ reviews) 

You know Google Calendar as one of the original digital planner platforms. Its scheduling features make it easy to get through the workday in one piece without overlapping meetings , work time, or “me” time.

Though basic, Google Calendar still offers some great planning features that work for the right user or as an integration for an app you’re already using. It’s easy to use as a daily planner or weekly planner app. You can also schedule events throughout the year with its easy-to-use interface.

Google Calendar best features

• Automated reminders: Google Calendar sets automated reminders for upcoming events and tasks so that users stay on top of their schedule
• Agenda view: Google Calendar has an Agenda View feature, which allows users to see their upcoming events, tasks, and notes at a glance
• Calendar sharing: Google Calendar also allows users to share their calendar with others so that tasks, events, and notes are collaboratively managed
• Mobile Friendly: Works on iOS devices and Android devices

Google Calendar limitations

• Limited to mostly scheduling and time blocking
• Lacks the additional features that make it a truly well-rounded planning dashboard 

Google Calendar pricing

Google calendar ratings and reviews.

• Capterra : 4.8/6 (2,000 + reviews) 
• G2 : 4.6/5 (40,000 + reviews)

Todoist is a digital planner app that helps users stay organized and productive. It comes with a range of features and tools, such as task and some basic project management, do-lists (AKA to-do lists ), reminders and notifications, and the ability to create custom filters. 

Todoist best features

• Do-lists: This to-do list feature allows users to break down their tasks and goals into smaller, manageable lists, and it’s accessible on multiple devices for on-the-go planning
• Reminders and notifications: The app comes with automated reminders and notifications, which help users stay on track and organized
• Custom filters: Todoist also has a custom filter feature to easily search and find tasks and data

Todoist limitations

• Lacks advanced features (can’t archive old lists)
• Can be hard to share your to-do lists for online collaboration   

Todoist pricing

• Free : 
• Pro : $4/month billed annually
• Business : $6/month billed annually

Todoist ratings and reviews

• Capterra : 4.6/5 (2,000+ reviews)
• G2 : 4.4/6 (700+ reviews) 

Notion is user-friendly and a great choice for individuals who like getting creative with their digital planner by starting with a blank canvas. It offers useful tools and features, including task management, a calendar view, and customizable task rows and columns.

Plus, its users synchronize their data across multiple devices, share their planning information, and integrate with other applications for maximum productivity.

Notion best features

• Task management : Notion provides users with an intuitive task management system for creating, organizing, and tracking tasks
• Nesting and linked databases : Notion’s nesting and linked databases allow users to easily organize and store pages and related tasks in a format that’s easy to navigate
• Integration and embedding features : Notion also has integration and embedding features, which enable users to connect their Notion data with other services, such as Gmail or Slack, for a better workflow. Also, you can visually embed applications right on your dashboard for easy access

Notion limitations

• Currently lacks the robust automation and task reminder features that other digital planner apps offer
• Mobile app features are a bit limited compared to other digital planners
• Some users say they spend a bit more time getting over the learning curve in the beginning

Notion pricing

• Plus : $8 per user per month billed annually
• Business : $15 per user per month billed annually
• Enterprise : Contact the sales team 

Notion ratings and reviews

• Capterra : 4.7/5 (1,000+ reviews)
• G2 : 4.6/5 (1,000+ reviews)

If you enjoy digital planners with more of a framework or project manager approach to a workflow, then Asana is worth considering. It offers users a wide range of features, such as classic task and project management software , a calendar view , custom templates, easy integration with other cool apps , and plenty of views.

Asana best features

• Custom fields: Organize and sort information like in a spreadsheet with single-select, multi-select, number, and text custom fields
• Forms tied to projects: Collect the exact details needed for each task by directly connecting request forms to specific projects
• Task deadlines: View tasks on an Asana calendar and stay on track, or even view them in your work calendar
• Simple to-do list : Easy to create personal or collaborative to-do lists

Asana limitations

• Asana doesn’t provide true native time-tracking features
• Some say it isn’t a flexible tool compared to other digital planners on this list
• Custom field tools can feel limited
• Free version might be limiting for a simple daily planner

Asana pricing

• Basic : Free
• Premium : $10.99 per user per month billed annually
• Business : $24.99 per user per month billed annually

Asana ratings and reviews

• Capterra : 4.5/5 (11,000+ reviews)
• G2 : 4.3/5 (9,000+ reviews)

Mash GoodNotes, Google, and Apple Calendar together and you get MyDailyPlanners. This daily planner app has to-do list options and offers templated digital planners complete with links and reminder settings. This works a lot like bullet journals and more as digital planners that can be edited “by hand.”

MyDailyPlanners best features

• Hyperlinked pages: Organize and manage each month with easily navigable linked pages
• Digital stickers: Use digital stickers in any of your monthly planning pages, just like in real life
• Reusable PDF templates: Reuse the PDF template if you need to use the same page for additional planning

MyDailyPlanners limitations

• Not so much an application but a template-based digital planner for an iPad or tablet
• Updates to the digital planner templates cost extra

MyDailyPlanners pricing

• Digital planners and bundles range anywhere from $15 to $20+ 

MyDailyPlanners ratings and reviews

• Capterra : N/A

If you’re a fan of a Kanban planning approach, look no further than Trello . As a digital planner, it’s a highly visual tool that uses cards to plan tasks and projects. Tag users, add checklists, link files, and set automated reminders to stay on top of all your tasks.

Trello best features

• Drag-and-drop interface: Trello’s intuitive drag-and-drop interface makes it easy to move cards, lists, or boards around and view the progress of different projects
• Image and file uploads: Trello allows users to view upcoming tasks, upload images and files, and keep track of project deadlines
• Flexible organization: Trello offers an easy-to-use organization system with customizable labels, checklists, and task assignments, which can work great for daily tasks

Trello limitations

• Built around one type of digital planner framework
• Can’t integrate or embed other apps you’re already using
• Can be a lot of work for a simple to-do list

Trello pricing

• Standard : $5 per user per month billed annually
• Premium : $10 per user per month billed annually
• Enterprise : $17.50 per user per month billed annually 

Trello ratings and reviews

• Capterra : 4.5/5 (22,000+ reviews)
• G2 : 4.4/5 (13,000+ reviews)

GoodNotes is an accessible iOS app that allows users to take notes or make sketches quickly and easily. The digital planner app features an intuitive interface that lets you create, organize, and edit documents.

It also includes a virtual library that allows users to store, manage, and access their notes with ease. Of the best digital planners, this one is ideal for more visual organizational tasks.

GoodNotes best features

• Virtual Library: Offers an organized virtual library to store, manage, and access users’ notes
• Handwriting recognition: Allows users to type by simply writing out the words on their device
• Text recognition: Digital planner app recognizes typed or hand-written text to easily convert it into an editable format

GoodNotes limitations

• Only available for iOS devices (Android devices may be coming)
• Lack of pre-made shapes in the shape tool
• No layering function makes the drawing feature really difficult

GoodNotes pricing

• Go Limitless : $8.99 one-time payment

GoodNotes ratings and reviews

• Capterra : 4.5/5 (35+ reviews)
• G2 : 4.8/5 (29+ reviews)

Any.do has an easy-to-use dashboard that lets you create your daily plan on the go. Of the best digital planners on this list, Any.do is quite simple to add notes and attachments to your list. You can even color-code your priorities.

It’s an excellent planner app for creating centralized task lists that are shareable with your team or to create a simple to-do list.

Any.do best features

• Mobile-friendly calendar: Calendar tools are super mobile-friendly and allow you to connect your Google Calendar
• Turn emails into tasks: Once you connect your email provider, it’s easy to turn emails into tasks so you always remember to respond
• Easily sync data: Made for on-the-go planning, it’s easy to work from the app and sync data across all your device

Any.do limitations

• Free version only offers limited features
• Doesn’t integrate well with other work apps

Any.do pricing

• Personal : Free
• Premium : $3 per month, billed annually
• Teams : $5 per month, per user, billed annually

Any.do ratings and reviews

• Capterra : 4.5/5 (100+ reviews)  
• G2 : 4/5 (150+ reviews) 

With Monday , users create projects, collaborate with team members, and track progress in one place. The platform features an intuitive drag-and-drop interface for task management, custom notifications for essential activities, and powerful automation capabilities.

Monday also integrates with hundreds of apps and services to help you work more effectively and get more done.

Monday best features

• Unlimited boards and docs: Free plan offers users unlimited dashboards and doc creation
• Customizable workflows: Create seamless workflows that take to-dos and projects from pending to complete in less time
• Workload management tools: Find tools inside its dashboard for client planning, weekly goals and OKRs , and high-level planning

Monday limitations

• Free version can feel limiting
• Some think it saves its best features for paying premium users
• Certain users don’t find the features as in-depth or flexible as other digital planner app alternatives
• Generally more work management than digital planning

Monday pricing

• Standard : $8 a set per month billed annually
• Pro : $10 a set per month billed annually
• Enterprise : Contact the sales team

Monday ratings and reviews

• G2 : 4.6/5 (3,000+ reviews)

Looking for more digital planner apps? Check out this Sunsama alternatives guide !

Replace All Your Digital Planner Apps

The beauty of planning is that it isn’t a one-size-fits-all approach—it’s highly personal. With ClickUp, your quest to find the best digital planner app finally comes to a close.

Use it to brainstorm from scratch, create templates, and keep track of your most important tasks all in one place. ClickUp even lets you integrate multiple Google Calendars.

So you’re always on top of your personal planning needs and work projects. So start using ClickUp to ensure you have every tool you’ll need for your digital planning needs.

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Do you still spend hours writing and creating a business plan? Not after today. Upmetrics’ free business plan generator simplifies writing a business plan and helps you create a comprehensive and compelling lean plan in seconds.

Sounds exciting? Let’s learn more about getting started with our free business plan generator and using it to draft your plan.

Using Upmetrics’ Free Business Plan Generator

Need help using the free business plan generator? Follow these step-by-step instructions to create a business plan using the free generator in no time.

Creating a business plan requires filling in 4 critical fields—company overview, marketing details, competitor information, and financial overview. Let’s start with the first.

1. Enter the Company Overview

Provide a company overview in approximately 3-4 sentences, including your business’s name, service offerings, USPs, mission, goals, and target market. Here’s an example for you:

2. Add Marketing Details

The next step—provide marketing details. Start by answering how your business plans to attract new customers and what you want to achieve with your business.

You may also include details about your marketing budget and preferred marketing channels. Here’s an example for your reference:

“i.e. We will attract customers through a strong online presence, social media marketing, and in-store promotions. Offering loyalty programs and hosting community biking events will help build a loyal customer base.”

3. Enter Competitor Information

After adding the marketing details, provide the name of your primary competitor(s) and explain how you are distinct from your competitors.

Describe whether your offerings have any competitive advantages or differentiators. Here’s how it can be done:

“i.e. Our primary competitor is ‘Wheels & Gears,’ but what sets us apart is our personalized customer service and expert bike repair services. We also differentiate ourselves by focusing on eco-friendly and sustainable products.”

4. Provide Financial Overview

Finally,—provide an overview of your business financials. Include what your startup costs are, what your financial strategy would be, and your first-year sales.

We are creating a lean business plan, so it may not require a detailed description of your business financials. Here’s an example for your understanding:

“i.e. Our expected business costs are $87,000 and that includes rent, inventory, equipment, and staff salaries. Our financial strategy is to minimize overhead costs and optimize inventory turnover. We project annual sales to reach $500,000 in the first year.”

5. Click on Generate a Business Plan

You’ve filled in all the necessary fields. It’s time to click “Generate a Business Plan” and see it yourself.

Your lean business plan is ready; you may make a few changes and go ahead with it or choose an AI business plan generator for comprehensive planning.

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Business Plan Example that will Inspire You

We created this sample CycleWave business plan using Upmetrics’ free generator. Remember, it’s your first draft—you can always go back and re-generate or edit it later.

CycleWave Business Plan

Introduction

Welcome to the business plan for CycleWave, a bicycle retail and repair shop dedicated to providing high-quality bikes and expert maintenance services. Our mission is to promote a healthier and more sustainable lifestyle through cycling while offering exceptional customer service.

Market Overview

The cycling industry is experiencing significant growth, driven by increasing interest in health, sustainability, and alternative transportation methods.

The target market includes cycling enthusiasts, commuters, and local community members.

Strong market potential due to growing awareness of the need for eco-friendly and sustainable products.

Competitive Analysis

Primary competitor: Wheels & Gears.

Differentiation factors

• Personalized customer service
• Expertise in bike repair services
• Focus on eco-friendly and sustainable products.

Highlight the advantages of our unique offerings to attract customers away from competitors.

Marketing Plan

Utilize a solid online presence through a professional website to showcase our products, services, and promotions. Implement social media marketing strategies to engage with customers and build brand awareness.

Host community biking events to foster a sense of belonging and attract potential customers. Offer loyalty programs to incentivize repeat business and build a loyal customer base.

Operational Plan

Secure a suitable retail location with ample space for displaying bicycles and providing repair services. Employ knowledgeable staff with expertise in bike repair and customer service.

Create efficient processes for inventory management and maintenance repairs to ensure fast turnaround times. Maintain an attractive and organized store layout to enhance the customer experience.

Financial Plan

Our expected business costs are $87,000, allocated as follows:

• Rent: $30,000
• Inventory: $40,000
• Equipment: $10,000
• Staff Salaries: $7,000

We project annual sales to reach $500,000 in the first year, allowing us to gradually cover expenses and increase profitability.

Conclusion and Call to Action

In conclusion, CycleWave aims to thrive in the bicycle retail and repair industry by offering high-quality bikes, expert maintenance services, personalized customer care, and eco-friendly products. Join us in promoting a healthier and more sustainable lifestyle through cycling.

If you want to support our mission and become part of our cycling community, please contact us or visit our store today!

Upgrade to Make Comprehensive Plans in Minutes

Upmetrics’ free business plan generator is undoubtedly a better way to business plan. However, you may need an upgrade to create a comprehensive, investment-ready plan.

AI business plan generator like Upmetrics make business plan creation a breeze with their modern AI-powered features.

AI writing assistant helps you write, rewrite, edit, or translate sections of your plan, while the forecasting assistant provides revenue and expense stream suggestions for accurate projections.

You also get to access the massive library of 400+ sample business plans . So, all you need to do is export a template into the editor and start preparing your plan with AI .

What are you waiting for? Business planning starts @ $7 per month.

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Frequently Asked Questions

What is a free business plan generator.

The free business plan generator is a free-to-use version of Upmetrics’ business plan software. It uses AI-powered features to help users create a business plan. Since it can only create a lean business plan, you need Upmetrics’ advanced features for detailed planning.

Is it really free to use?

Yes, Upmetrics’ free business plan generator is 100% free to use, but the features that come with it are also limited. So, you may consider getting a premium subscription for advanced business planning features.

What information will I need to provide to use the tool?

You must fill in the necessary details to create a business plan using the free generator. The information required may include a company overview, marketing details, competitor information, and a financial overview.

What type of businesses should use your free business plan tool?

Startups and small businesses starting up or operating on tight budgets should consider getting a free business planning tool to create a lean business plan.

Is there a limit to how many plans I can create with your software?

No. As of now, there’s no limit to the number of business plans you can create using Upmetrics’ free business plan generator.

Is a sample plan as useful as creating my own custom version?

Using a sample business plan or template is one of the easiest ways to create your business plan. All you need to do is export a template into the editor and start preparing your plan with AI.

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9 Best Business Plan Software in 2024

Business plan is a document outlining business goals, financial projections, and strategies. It clarifies organizational vision, strategy, and finances while increasing the chances of securing funding and attracting investors. A well-written business plan works as an investor’s roadmap, showcasing a researched market opportunity, a sound strategy, and the true potential for financial return.

While developing a business plan using the traditional method is time-consuming and overwhelming, business planner software can assist entrepreneurs in creating a professional plan. These provide the necessary structure and guidance to create business plans efficiently.

Geekflare reviewed dozens of business planning tools and picked the best business plan software applications based on their features, ease of use, and pricing.

• Cuttles – Best for Interactive Business Planning and Pitching
• IdeaBuddy – Best for Comprehensive Planning with Financial Projections
• LivePlan – Best for Innovative Idea Development
• Bizplan – Best for Modern and Visual Planning
• Upmetrics – Best for Data-Driven Planning
• PlanGuru – Best for Advanced Financial Analysis
• Enloop – Best for Automated Financial Forecasting
• PlanBuildr – Best for Quick and Simple Business Plans
• The Business Plan Shop – Best for User-Friendly Interface
• Show more Show less

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Imagine the satisfaction of finding just what you needed. We understand that feeling, too, so we go to great lengths to evaluate freemium, subscribe to the premium plan if required, have a cup of coffee, and test the products to provide unbiased reviews! While we may earn affiliate commissions, our primary focus remains steadfast: delivering unbiased editorial insights, and in-depth reviews. See how we test .

Best for Interactive Business Planning and Pitching

• Financial Reporting Comprehensive
• Integration Yes
• Ease of Use Beginner-Friendly

About Cuttles

Cuttles is fully interactive business plan software that helps entrepreneurs develop business plans and understand their businesses. It is a web app that asks questions and creates a plan based on the answers given by the company, with a layout according to the brand.

Cuttles offers fully customizable business plan templates that organizations can modify according to their industrial needs. It has a beautiful editor that anyone can use with flexibility. It is available in English, French, Spanish, German, and Portuguese.

After creating a solid business plan, users can easily share its link with other team members or investors. It also supports exporting the plan in PDF format.

Cuttles Pros and Cons

250+ guides, examples, and widgets for assistance

7-day free trial on any plan

Dashboard to track financial health

No free plan is available

Does not offer any mobile app

Best for Comprehensive Planning with Financial Projections

• Financial Reporting Advanced
• Integration No

About IdeaBuddy

IdeaBuddy turns innovative business ideas into professional business plans for successful ventures. This free business planning software allows you to enter data in the sections in the Business Guide and automatically generate an investor-ready business plan.

IdeaBuddy has pre-built templates that companies can customize using an unlimited-edit-ability built-in editor. The business plan can be exported in Word, Excel, and PDF format or shared using a link. Organizations can use it to collaborate with teammates and stakeholders in real-time.

IdeaBuddy has a financial plan feature that companies use to get financial forecasts, which is an important component of a business plan. However, businesses can utilize sales pipeline software to generate data on financial projections.

IdeaBuddy Pros and Cons

Free plan available for one idea

15-day free trial

Mobile-friendly platform

Does not have any dedicated mobile app

Whiteboard is only available for Free and Team Pro plan users

Best for Innovative Idea Development

• Ease of Use Intermediate

About LivePlan

LivePlan allows users to create their business plans for all major industries with its collection of 500+ templates. LivePlan forecast feature lets companies skip the manual calculation and provide the data input based on which it will generate charts, figures, graphs, and other documents for the business plan.

After creating the business plan, companies can export it in Word or PDF formats. LivePlan supports real-time financial data tracking and Xero and QuickBooks integration. It also offers milestone scheduling and sales and budget tracking. It lets users create a one-page pitch in 30 minutes.

LivePlan Pros and Cons

AI-powered LivePlan Assistant for improved writing version

Performance dashboard with 20+ trend reports

Compare KPIs with industry benchmark data

Does not offer any free trial

Standard plan users do not get integration support

Best for Modern and Visual Planning

About Bizplan

Bizplan is ideal business plan software for startups looking for investors or funding. With this modern and intuitive business plan builder, entrepreneurs can create a business plan exactly as they want.

Bizplan also offers educational resources to help companies easily use this drag-and-drop tool for building templates. Its Financial Command Center comes with various financial tools. Companies can use this business plan software platform to create team salary forecasts, revenue projections, and balance sheets.

While users can add collaborators and stakeholders here, they can control who can view sensitive data and comment on them. Companies can share their business plan using the online link.

Bizplan Pros and Cons

Direct access to a community of 20,000 startup founders

1200+ detailed guides

Free technical support

No free trial available

No mobile apps

Best for Data-Driven Planning

About Upmetrics

Upmetrics offers an AI-powered business plan generator that can write a complete or partial business plan, re-format sections, make improvements, and adjust content tone. It allows real-time feedback and collaboration with an easily navigable comment section.

Upmetrics offers a drag-and-drop interface so that companies can create plan outlines according to their preferences. Once the plan is generated, users can save the file in DOC or PDF formats or share it online with the stakeholders.

Upmetrics users also choose creative cover pages to make their business plans stand out. It also has a financial forecasting feature that suggests expense types, revenue streams, sale costs, and expenses. It generates reports on cash flow, profit breakdown, retained earnings, etc.

Upmetrics Pros and Cons

400+ templates for almost all industries

Business plan checklist to track progress

15-day money-back guarantee

Does not have any mobile app

Best for Advanced Financial Analysis

• Ease of Use Advanced

About PlanGuru

PlanGuru is the right business planning software for companies focused on the financial aspect of the company. Businesses can utilize its budgeting, and reporting, and financial forecasting tools to include in the business plan.

PlanGuru is a web app that is also available on Windows-based apps. Using its 20+ standard forecasting methods, companies can generate forecasts for up to 10 years.

PlanGuru supports integration with QuickBooks, Xero, and Microsoft Excel for data import. The generated reports can be exported in Word, Excel, and PDF formats.

PlanGuru Pros and Cons

30-day money-back guarantee

14-day free trial

US-based technical support

Does not offer business plan templates

No desktop app for Mac

Best for Automated Financial Forecasting

About Enloop

Enloop facilitates quick business plan creation by generating automated text that users can easily edit. It automatically syncs the company’s financial data with the business and updates it whenever that data changes.

Enloop users can develop business plans using customizable text, tables, charts, images, and 100+ currency symbols and formats. They can invite their colleagues to edit the plan and other partners to view it.

Enloop automatically generates bank-ready financial forecast reports and 16 critical financial ratios for forecasted performance analysis. This tool allows users to utilize real-time performance scores in their business plans.

Enloop Pros and Cons

7-day free trial

Pass/fail report for understanding critical issues

Colored chart for data visualization

Free subscription plan is unavailable

Costlier than many of its competitors

Best for Quick and Simple Business Plans

About PlanBuildr

PlanBuildr is a user-friendly solution that prompts businesses to fill in the blanks to generate a business plan. Users have 10 templates of various industries to choose from to build a business plan for their company.

PlanBuildr automatically makes financial projections for 5 years, including income statements, balance sheets, cash flow statements, charts, and graphs to be included in the business plan. It supports direct printing of the plan and downloading to share with others.

PlanBuildr also supports adding teammates and creating an executive summary. The content and format generated by PlanBuildr are highly tailored to raise money faster from investors.

PlanBuildr Pros and Cons

Limited free trial

Expert customer support team and online support center

Business plan samples for various industries

Only 10 designs to choose from

Unavailability of free plan

The Business Plan Shop

Best for User-Friendly Interface

About The Business Plan Shop

The Business Plan Shop is a solution that offers a wide collection of templates for business plan creation. After signing up for this user-friendly software, users get instructions and examples for each section of the business plan.

The Business Plan Shop generates forecasts for three to five years, and measures progress toward goals using KPIs. Companies can use business consulting software while working on goals. It also supports side-by-side scenario comparisons between actual and forecast.

The Business Plan Shop integrates with Xero and QuickBooks to import accounting data for forecasting purposes. After creating the plan, users can easily export it in MS Word or PDF formats.

The Business Plan Shop Pros and Cons

7-day free trial is available

Built-in document editor for quick formatting

SSL for data security

Does not work offline

Free trial does not include access to templates

Business Plan Software Comparison

What Is a Business Plan?

A business plan is a document that explains a business’s objectives and how it aims to achieve them. It is an essential written document that companies need for internal (organizational decision-making) and external (securing funding from investors or partners) audiences. It focuses on key elements to demonstrate the business’s viability.

A standard business plan should consist of 15 to 20 pages. If it includes lengthy components, it is better to add them to the appendix and refer to them in the main plan.

How to Create a Business Plan

Creating a business plan involves steps like creating an executive summary, performing market research, developing business strategies, discussing business products, and making financial projections. To develop a business plan for an organization, go through the steps below.

#1. Write an Executive Summary

Consider it as the elevator pitch and include the summary of the whole business plan, including the mission statement. It is better to write it in the end.

#2. Define the Business

In this section, mention the basic info about the company, such as its registered name, location, key people, and their expertise. Also, include business structure, company history, and ownership percentage.

#3. Mention Business Objectives

The business plan should include an objective statement – what the company wants to achieve in the long run. While developing a plan for investment or loan, emphasize this section and make it elaborate.

#4. Discuss Products and Services of the Business

Here, describe in detail the product or service the business will offer. Also, include the pricing model, target audience, and sales and distribution strategy.

#5. Market Research

In this segment, discuss the competitors. Include the reason behind their success and how the organization has the potential to outperform them.

#6. Develop Business Strategy

Mention how the organization is planning to persuade customers to avail of the services and retain customer loyalty. Include detailed plans of marketing, management, and operational strategies.

#7. Financial Analysis

While startups may not have enough information on business financials, existing businesses should include a balance sheet, profit-and-loss statements, and a cash flow statement.

#8. Make Financial Projections

This is a critical section for financing or investors. Here, outline how the company is planning to generate profit to repay the loan or offer a generous return to the investors. 

#9. Additional Information

Any supporting information that the company wants to include in the business plan should go in the appendix.

Benefits of Business Plan Software

Business plan software has a robust toolkit that allows businesses to create investor-ready documents from the concept. It offers step-by-step guidance for business plan creation and pre-formatted templates for a professional structure. 

Business planning tools, when integrated with BPM software , accounting software, and market research software, can automatically collect relevant data for the business plan. It even has built-in tools to generate financial projections with complex calculations and graphs.

With these features, business planning software solutions empower companies to create compelling and error-free plans. Thus, they effectively communicate the organizational vision to investors.

How to Choose the Right Business Plan Software

Creating solid and convincing business plan tools is crucial, so companies must choose the right software to make the process smoother. Although there are many options, following these points will help them select the most suitable business plan software solution. 

Assessing Business Needs

Companies should start by identifying what the business plan requires. Does the company need in-depth financial forecasting, or does it need to focus on market research? Match it with the software’s features to choose the most useful software. 

Considering Team’s Expertise

Always take the technological expertise of the team into consideration. If the team has limited tech experience, go for user-friendly software with clear instructions and a flat learning curve.

Budgeting for Business Plan Software

Determine the organizational budget for the business plan apps and choose the tool with an affordable plan. To that end, compare the pricing models of the shortlisted applications.

Reading Reviews and Getting Recommendations

Read online user reviews and seek recommendations from other entrepreneurs or business advisors. This will provide valuable insights into the software’s effectiveness and user experience.

Regardless of the estimated business size, a properly written business plan is vital for future growth and success. Companies should choose the right tool to ensure that they send a clear and focused message to investors. It guides them through essential elements and helps them avoid critical oversights.

With sophisticated business plan software providers, users can effortlessly write a business plan. The above list will help them choose the right solution for business.

More Readings for You on Business Software

• Workflow Management Software to Optimize Processes
• Best Workflow Automation Software to Do More With Less Effort

Free Travel Itinerary Templates

Free travel itinerary templates you can use for your next trip. Download, customize to your needs, and hit the road.

• 01. 8 Travel Itinerary Templates
• 02. What is an itinerary template?
• 03. What elements make a good itinerary template?
• 04. Plan your trip effortlessly with Clockify

8 Travel Itinerary Templates

Based on your specific needs and preferences, you can select your favorite free itinerary template, save time, and streamline your travel planning.

In the section below, you will find 8 travel itinerary templates, including:

• Business Travel Itinerary Template,
• Meeting Agenda Itinerary Template,
• Vacation Travel Itinerary Template, 
• Plane Ticket Itinerary Template,
• Multi-city Flight Itinerary Template,
• Travel Day Planner Itinerary Template,
• Travel Planning Checklist Itinerary Template, and
• Event Planning Itinerary Template. 

To be able to use any of the ready-made templates listed below, all you need to do is click on the template you would like to use, and click on the Make a copy button. This refers to both Google Sheets and Google Docs formats of the templates.

Business Travel Itinerary Template

Business Travel Itinerary Template is a ready-made solution you can use to organize your business trip to the smallest detail and hit the road at peace. 

⏬ Download a Business Travel Itinerary Template in Google Sheets

⏬ Download a Business Travel Itinerary Template in Google Docs

⏬ Download a Business Travel Itinerary Template in PDF

⏬ Download a Business Travel Itinerary Template in Excel

⏬ Download a Business Travel Itinerary Template in Word

Who should use the Business Travel Itinerary Template?

This template is ideal for everyone who finds business travels stressful and they’d like to invest minimum time in preparation and organization. 

How to use the Business Travel Itinerary Template? 

After you download your preferred version of the template (Google Sheets, Google Docs, PDF, or Excel), start by filling out details such as: 

• Your trip’s flight details (dates, time, departures, arrivals, etc.), 
• Car rental info (if you are renting one), 
• Hotel info, and 
• The activities you plan to do during your trip.

Meeting Agenda Itinerary Template

If you are going on a business trip, you’ll probably need to take a meeting agenda with you. That’s where a Meeting Agenda Itinerary Template comes handy, helping you present yourself in a professional manner. 

⏬ Download a Meeting Agenda Itinerary Template in Google Sheets

⏬ Download a Meeting Agenda Itinerary Template in Google Docs

⏬ Download a Meeting Agenda Itinerary Template in PDF

⏬ Download a Meeting Agenda Itinerary Template in Excel

⏬ Download a Meeting Agenda Itinerary Template in Word

Who should use the Meeting Agenda Itinerary Template?

This template can help business people hold smooth and efficient meetings, while having everything they need in one place. Leaders, chairmen, managers, HR specialists can all benefit from this template.

🎓 How to stay focused during a work meeting

How to use the Meeting Agenda Itinerary Template?

This template makes sure your meeting agenda is prepared well in advance. After you make a copy of the template, you can find all the necessary details related to holding a meeting successfully — meeting time, purpose, participants, topics, and more. You will see a checklist at the bottom of this template where you add any other necessary information you don’t want to forget about your meeting.

Vacation Travel Itinerary Template

The Vacation Travel Itinerary Template is an easy-to-use document that will help you simplify your trip planning process and make the most of your trip.

⏬ Download a Vacation Travel Itinerary Template in Google Sheets

⏬ Download a Vacation Travel Itinerary Template in Google Docs

⏬ Download a Vacation Travel Itinerary Template in PDF

⏬ Download a Vacation Travel Itinerary Template in Excel

⏬ Download a Vacation Travel Itinerary Template in Word

Who should use the Vacation Travel Itinerary Template?

Frequent fliers, those who are preparing for their yearly vacation, or even travel agencies may make use of this template. Independent travelers can organize their trips to the smallest details thanks to this template, while travel agencies can hand the templates out to their travelers for better understanding and organization of the trip, too.

How to use the Vacation Travel Itinerary Template?

The Vacation Travel Itinerary Template includes all the relevant information regarding your future travel plans, including the destination, time and date, costs, activities, etc., which you can add for seamless travel. 

🎓 PTO vs. Vacation: What Is the Difference?

Plane Ticket Itinerary Template

The Plane Ticket Itinerary Template helps travel agencies, airlines, or booking companies streamline the process of crafting plane ticket itineraries, so you don’t forget any details regarding your passengers’ flight. 

⏬ Download a Plane Ticket Itinerary Template in Google Sheets

⏬ Download a Plane Ticket Itinerary Template in Google Docs

⏬ Download a Plane Ticket Itinerary Template in PDF

⏬ Download a Plane Ticket Itinerary Template in Excel

⏬ Download a Plane Ticket Itinerary Template in Word

Who should use the Plane Ticket Itinerary Template?

Travel agencies, airlines, or booking companies can use this template to help them craft their unique plane tickets. 

The template is suitable for both domestic and international travels.

Note: This template is not a real airline ticket and cannot be used by physical entities (individuals) for the purpose of using it as a real plane ticket.

How to use the Plane Ticket Itinerary Template?

You can use this template as a great guidance tool that will make sure you don’t forget any important details while crafting a perfect plane ticket for your passengers’ flight.

All you need to do is fill out the required fields in the template regarding your passengers’ flight (and other details), download or print out the completed template, and hand it to your passengers. You can see the Plane Ticket Itinerary Template in different formats, and hopefully you will find one that fits your needs.

Multi-city Flight Itinerary Template

Multi-city Flight Itinerary Template is a handy option whenever you book a flight with multiple stops, and you want to make sure your trip goes as planned. 

⏬ Download a Multi-city Flight Itinerary Template in Google Sheets

⏬ Download a Multi-city Flight Itinerary Template in Google Docs

⏬ Download a Multi-city Flight Itinerary Template in PDF

⏬ Download a Multi-city Flight Itinerary Template in Excel

⏬ Download a Multi-city Flight Itinerary Template in Word

Who should use the Multi-city Flight Itinerary Template?

This template is perfect for travelers who enjoy across-countries trips and need a well-crafted itinerary to make their trip laid-back and smooth. 

How to use the Multi-city Flight Itinerary Template?

You can use this itinerary template when you book flights with multiple stops, and go from Point A to B and on to C, D, etc. For instance, you want to add more cities to your trip and fly from London to Paris, hop to Moscow or Rome, and end up in Dubai. This template provides you with all the necessary details about each of your flights — departures, arrivals, seat info, and more. With the Multi-city Flight Itinerary Template, you will be able to plan a trip with as many as 6 different flights at once!

Travel Day Planner Itinerary Template

Travel Day Planner Itinerary Template is a great option if you want to make the best use of your time while traveling and come up with a timeline with all the activities and events you want to attend during each day of your trip. 

⏬ Download a Travel Day Planner Itinerary Template in Google Sheets

⏬ Download a Travel Day Planner Itinerary Template in Google Docs

⏬ Download a Travel Day Planner Itinerary Template in PDF

⏬ Download a Travel Day Planner Itinerary Template in Excel

⏬ Download a Travel Day Planner Itinerary Template in Word

Who should use the Travel Day Planner Itinerary Template?

Anyone who wants to make each of their days while on a trip count. Frequent fliers or beginner travelers can make use of this wonderfully crafted itinerary.

How to use the Travel Day Planner Itinerary Template?

Simply make a copy of the template (as with any of the templates in this text), plan the entire day of your trip to the smallest details, download or print it, and you are ready to go!

You can follow the same principle for each day of your visit (if your trip lasts for 10 days for instance, you can download 10 of these templates for each day of your trip).

Travel Planning Checklist Itinerary Template

Travel Planning Checklist Itinerary Template helps you make sure you tick off important things from your checklist and not forget about your to-dos before you hit the road. 

⏬ Download a Travel Planning Checklist Itinerary Template in Google Sheets

⏬ Download a Travel Planning Checklist Itinerary Template in Google Docs

⏬ Download a Travel Planning Checklist Itinerary Template in PDF

⏬ Download a Travel Planning Checklist Itinerary Template in Excel

⏬ Download a Travel Planning Checklist Itinerary Template in Word

Who should use the Travel Planning Checklist Itinerary Template?

Whether you are a frequent flier, first-time traveler, going on a long trip or just for a few days — a simple checklist may do wonders for you!

This itinerary may serve you well whether you are traveling for business or pleasure.

How to use the Travel Planning Checklist Itinerary Template?

Simply download a copy of this template and start writing things down! You can make notes about all the things you don’t want to forget, whether that’s a passport, important medicine, boarding passes, confirming your days off with the HR department, delegating a task to a teammate, etc. 

Event Planning Itinerary Template

This Event Planning Itinerary Template may come in handy when organizing an event to be able to ensure efficiency and transparency in your planning.

⏬ Download an Event Planning Itinerary Template in Google Sheets

⏬ Download an Event Planning Itinerary Template in Google Docs

⏬ Download an Event Planning Itinerary Template in PDF

⏬ Download an Event Planning Itinerary Template in Excel

⏬ Download an Event Planning Itinerary Template in Word

Who should use the Event Planning Itinerary Template?

This template may serve you well whether you are organizing a conference, workshop, seminar, product launch, and similar. Event planners can also use this template to track how many attendees are present during an event. 

🎓 Attendance Tracking — How to Track and Check Attendance

How to use the Event Planning Itinerary Template?

Using this template is very straightforward — after you make a copy of it, you can:

• State all the basic info about your event and start breaking it down into smaller segments,
• Schedule the exact time for each of your planned activities during the event,
• Add expenses,
• Name a supervisor for each activity,
• Add attendees, and
• Make notes for any additional info you wish to point out (optional).

You can even share this itinerary with your team members to keep them in the loop at all times during the event.

What is an itinerary template? 

An itinerary template is a ready-made template that you can use to better organize and schedule your activities during a trip, event, meeting, and similar.

Itinerary templates include useful information, such as hotel bookings, flight info, rental info, and other (depending on the type of itinerary). Also, itinerary templates may contain checklists for faster and smarter planning and packing for your trip.

What elements make a good itinerary template?

A good itinerary template is the one that includes as many details as possible and helps you make the most of your travel experience. 

That’s why, while creating our itinerary templates, we made sure we covered the following elements:

• Transportation information — no matter which transportation means you choose for your trip, don’t forget to include transportation details such as the flight, departures, arrivals, car rental info, and others.
• Accommodation information — booking a place to stay before you travel is of the utmost importance. That’s why, your travel itinerary must include details about your stay such as check-in and check-out times, location of the accommodation, address, etc. 
• Activities — it’s most likely that you will want to include certain activities in your trip, no matter if you travel for business or pleasure. Squeezing in some sightseeing while on a business trip or making a thorough plan for your road trip throughout Europe, organizing everything before the actual trip is a wise thing to do. 
• Things to bring along — whichever the reason for your trip, you certainly don’t want to forget to take a passport or an ID with you, a charger, credit cards, or any other thing you find crucial for your travel.
• Checklists — a perfect travel itinerary must contain a simple checklist as an essential tool for any traveler out there. Checklists make sure you have a laid-back, yet organized trip.
• Expenses — planning a trip is much easier when you have a thought-out travel budget. This way, you can keep track of your expenses and prevent overspending, too.

Plan your trip effortlessly with Clockify

Now that you’ve successfully gone through every detail regarding your trip, there’s only one more thing left — managing and tracking your PTO!

Managing your PTO balance and accruals helps you plan your time better, especially when going on a trip.

With Clockify, planning your trip has never been easier. 

Time off functionalities in Clockify

Clockify’s Time off feature allows you to:

• Request time off easily,
• See your teammates’ PTO calendar, and
• Track balance and accruals (see balance history, pending and approved requests, and more).

To request time off for your next trip, simply click on the Request time off button in the upper right corner, choose a time period while you will be out of the office, state a reason in the Note section, and click Submit.

Requesting time off in Clockify

Right after you enter the time period for your absence, you’ll see that the app will automatically deduct those days from your balance and show you a new balance (Total: 9.00d from the screenshot).

As easy as that!

Clockify streamlines your PTO requests while you can enjoy your well-deserved vacations.

Try Clockify today for free.

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