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. 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.
Budgeting and forecasting for up to 10 years. Over 20 standard forecasting methods. Formula builder to create custom methods. Help guides, video tutorials, knowledgebase, and live U. 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. Others might have the kind of interfaces that felt new years ago but are now pretty out of date—and, subsequently, make them a little harder to use.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.
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. The 5 best business plan software options. Limited integration options. A good business plan is essential for any entrepreneur looking to build their own startup from scratch.
Amongst other things, it can help you get funding and reach business milestones. It also helps with the day-to-day running including inventory management as well as payroll. In this guide, I ranked and reviewed the best business plan software based on pricing, planning features, team collaboration, integrations, support, and more. LivePlan formerly business plan pro is a business planning platform that helps you track your business progress.
It comes loaded with over free and full-length sample business plans for inspiration. They also help you visualize your complete project. Plus, LivePlan also offers step-by-step assistance through in-built examples. For small and new businesses, it offers one business plan that you can use to explain business opportunities to your clients. You can also make changes and updates to the plan at any point in time to keep it accurate. Plus, these financial services provide an estimate of your economic outcomes for the five upcoming years.
Bizplan is a modern business plan software that provides tools like a guided builder, drag-and-drop templates, automatic financial projections, online fundraising tool, etc. The guided business plan creator prompts you to answer some questions to build a ready-to-use business plan.
It breaks down everything into a step-by-step process to help you write a business plan. With various features available for both startup and already established businesses, MasterpPlan Lean offers pricing plans with different modules available, as follows:. You can use the software to create a detailed analysis in just a few minutes. Plus, it lets you create projections for up to 10 years through an integrated balance sheet, income statement, and cash flow statement.
Additionally, it comes with an in-built report builder for Excel and lets you export your standard reports to Word, Excel, and PDF. You can also choose from a cloud-based app or Windows Desktop solution. You also get a days money-back guarantee. It offers business-specific planning templates and expert advice to generate the exact document you need. Plus, its step-by-step wizard helps you build a business plan by filling up business details in multiple segments.
Another useful feature is its online calendar management software. You can schedule meetings, events, and appointments and get automatic reminders. Plus, it lets you create financial statements like income, cash flow, and balance sheets, with multi-year projections. Customer support is another plus point. They claim to provide a guaranteed response within two business days. Moreover, you can even ask endless questions through the app or online medium.
However, GoSmallBiz is more suitable for creating a business plan to attract more investors instead of managing different business aspects. However, there are various smaller pricing packages as well as one-time services that you may choose to add to your plan.
Enloop provides business plan software that writes automatic business plans and evaluates their potential. It also helps you collaborate with your remote team, accountant, and business partners.
Some of the best business plan software are also very simple to use—just answer the questionnaire and let the software guide you through the process. This means that hostingtribunal. However, all opinions expressed in this article are solely ours, and this content is in no way provided or influenced by any of our partners.
Best Business Plan Software of Try Now Show More. Business Plan Pro Business Plan Pro is a competitor research and business planning software for lender-friendly results. Business Power Tools With comprehensive planning, sales, and marketing solutions, Business Power Tools is a treasure trove of resources for an up-and-coming business.
Bizplan Create your business plan, forecast financials, and attract investors—all in the same place. Visit Website. Easy-to-use Unlimited business consultations Detailed financial projections Affordable Mobile app Investor-ready plans. No accounting software integrations Not ideal for operations planning. The all-inclusive membership includes: Business plan builder with an easy, wizard-based interface Unlimited business consultations with an experienced team Customer Relationships Manager CRM to streamline your communications Marketing dashboard with crucial social media integrations and metrics Website builder with free hosting Website analysis by marketing professionals with a full, written report in two days Human resources HR document templates and automated builder Corporate minutes to keep track of events and stay compliant You can also enjoy a discount on legal services from a vast network of providers, as well as an extensive library of business documents and legal forms.
Tarkenton GoSmallBiz Best Features Easy-to-use wizard Loan and investor pitch-friendly end-result All-inclusive and affordable pricing One-stop-shop for all things a small business needs Unlimited consulting to grow your company Financial projections made easy and spreadsheet-free Possibly the best business plan app What We Disliked No accounting integrations Better for investor pitching, not long-term business planning Tarkenton GoSmallBiz User Reviews GoSmallBiz is one of the oldest companies on our list, with a history going back to Steep learning curve Time-consuming plan building.
What Is LivePlan? Quick and simple Multiple niche templates Straightforward tailoring Easy sharing and collaboration Slick financial tools Useful integrations. No dashboard or tracking function Not enough templates. What Is Upmetrics? Upmetrics is a cloud-based business plan writing software that helps you: Generate, customize, and fine-tune plans Track your planning progress Summarize and forecast financials Invite associates to work on your plan Collaborate with real-time feedback Publish, export, or share business plans online You can choose the best business plan template for your niche from its rich library for quick and efficient planning.
Pricing All Upmetrics plans come with a day money-back guarantee. Upmetrics Best Features Easy business plan writing Industry-specific templates Fully customizable Straightforward collaboration Neat financial planning Handy integrations—Salesforce, SurveyMonkey, and more What We Disliked No business progress dashboard More templates would be useful Upmetrics User Reviews As far as ease-of-use goes, clients rank Upmetrics as the best business plan builder on the market.
We Recommend Upmetrics For… Upmetrics is a great all-round option for small to mid-size businesses and consultants looking for a process speed-up tool. Outdated layout and UI No Windows 10 support. What Is Business Plan Pro? Outdated UI No mobile app. What Is Business Power Tools? Steep learning curve No pre-made business plans. What Is PlanGuru? We Recommend PlanGuru For… PlanGuru provides invaluable finance tools for small to mid-size businesses looking to boost profits and improve strategic decision-making.
Great for individual projects and startups Mentorship opportunities Simple collaboration Detailed business plan templates Easy planning Straightforward financials. Online-only Outdated layout. What Is iPlanner? Pricing iPlanner is not a free business plan software. Professional With this plan, you can plan one project with an unlimited number of collaborators.
Corporate Pro The Corporate Pro pricing is available on a quote only basis. We Recommend iPlanner For… iPlanner is a great online business plan software for small businesses and startups looking for high-value advice and mentorship. No customizable graphics No mobile app.
What Is Bizplan? Get your finances in order by filling in a simple questionnaire—Bizplan will take care of the rest. You get balance sheets, income statements, and break-even analysis at the click of a button. We Recommend BizPlan For… BizPlan is the best business plan app for new ventures —they help you create an impressive plan and win over investors. Here are some honorable mentions that we still think are worth checking out: Xero is a popular accounting tool, but it also offers a free business plan template and several helpful articles and resources for entrepreneurs.
Business Plan Quick Builder is a top-rated Android app with a simple, three-step generation process. Go Business Plans is a professional consulting service for getting your business plan crafted by an expert.
How We Ranked the Best Business Plan Software Here are the exact steps we took to choose the best business plan software for : Business plan software reviews —we dug through review sites to find the best-liked software and see what real-life users had to say. Product testing —next, we tried out the product to learn more about its ease-of-use, functionality, and potential shortcomings. Specific features —some apps are better for startups, while others are built for experienced users and large companies.
We researched the business and niche-specific functions to find out who would benefit the most from the software. Deployment and integrations —the best tools are easily accessible and work well with other business software. We looked at online and offline versions, mobile apps, and third-party integrations. We considered the collaboration functionality and the added cost for team members if there was one.
We evaluated both total cost and product value for each app reviewed. Starting a new project can be stressful. What Is Business Plan Software? But what exactly do they do? Each business plan has three primary purposes: Opportunity analysis —the first step is to analyze the financial, technical, and market details to structure your goals and determine their feasibility. Business focus —a business plan is a roadmap for success; it helps you set objectives and stay on track toward achieving them. Fundraising —lenders and investors want to understand your idea and its value before deciding whether they wish to contribute.
The four types of business plans include: Strategic plans give you a big-picture overview of your vision, mission, and company values.
Tactical plans are granular breakdowns of the strategic plan—step-by-step guidelines for action. Operational plans describe ongoing processes—they are the day-to-day steps you take as part of your success tactics. They help you manage risk and mitigate damage. Use statistics to learn about their: Age and gender Location Job Income Education Family status These are just the basics—use them for diving deeper into potential customer needs, values, and interests.
Advertiser Disclosure The article might contain sources leading to services or blogs, which are our partners. Criteria Used to Evaluate Business Plan Software To give a detailed review of the best business plan writing software, we consider the following factors: User interface, Pricing, Ease of use, Guarantees, Money-back policies. Top Business Plan Writing Software in LivePlan : Top rated business plan software, comprehensive and precise soft for small and medium-sized businesses.
PlanGuru : Accomplish all your business goals with ease. Enloop : Efficient program for all your business needs. GoSmallBiz : Suitable for small businesses and features excellent marketing tools. Below you can find detailed business plan software ratings and reviews.
Visit Website Read Review. Not favorable for large enterprises; Forecasting is limited to a few years; Focuses more on accounting procedures leaving out other industries; Limitations when exporting data to sophisticated accounting programs. Here is the cheapest and the best software for building plans you can use for your business needs.
The program is designed for entrepreneurs who seek efficiency and accuracy in making the vital document. User Interface and Customer Care You will fall in love with the friendly interface and prompt support response. The waiting time for all your queries will not exceed 5 minutes as they have a ready time to answer your questions. Besides, you have a free trial covering 60 days and a money-back guarantee.
Moreover, you are assured of your data security as they use encryption technology to keep your information safe. Finally, their overall quality is value for your time and money as you easily navigate your way around. Key Features: Tracks daily performance — you can check all your business operations using the program as all reports are inbuilt. Hence, you save time and get to make timely decisions in your operations. Tons of sample plans — when making a business plan, you need to check what others have done to avoid making some obvious mistakes.
Competition comparison — Here is the best online business plan software for your business as you can comfortably compare your business to its competitors. Read the full LivePlan. Business Plan Pro. Built-in formulas and financial statements; Free and instant customer service; Over business plan samples; Automated charts and graphs; Free review of business plans; Over 9, business profiles; Legal guides for businesses; Endless customizing; Trademark assist.
When you settle on Business Plan Pro, you get the best business toll and a valuable business partner for your operations. Smooth operations are a guarantee in the business you have access to all the vital information when required. It is the industry leader for a reason as it works with nonprofit making organizations. Interface and Customer Care The interface is pretty simple and easy to use as you have the luxury of enjoying a two-minute video to help you navigate through.
In addition, you have a chat window at the bottom right for all your fast queries from the best business proposal software for customer care. Pricing and Guarantees You are assured of your money back in case you feel you need to cancel an order.
Besides, you do not have any hidden charges in the contract, thanks to their transparent transactions. You have a day trial period with the program, after which you can use subtribe to your package of choice. You can cancel your package anytime, guaranteeing your cash. Major Features Tons of profiles to select : The tool offers you more than you ask for, as you can choose a suitable business profile and get to customize it.
Thus, your business gets to stack up while others follow your path of success. Answer to your legal queries : when starting a business, you have to respond to any legal issues. However, Palo Alto Software helps you navigate the legal challenges to the end. For example, naming your business and getting a trademark for your goods or services gets sorted instantly.
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