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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?

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

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

1. LivePlan

Best overall business plan software.

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

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

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

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

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

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

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

Limited integration options

Challenging to enter your own financial modeling projections

Can be difficult to learn

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

More than 500 business plan templates spanning various industries

Integration with Xero and QuickBooks Online

Real-time tracking of financial data with accounting integrations

Ability to export your business plan to Word or PDF

Expert advice and step-by-step instruction included

Performance dashboards for tracking against budgets and sales goals

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

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

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

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

2. GoSmallBiz

Best for multiple business management tools in one platform.

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

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

Unlimited business consultation and extensive library of online resources

Multiple business tools in one software

Website consultation analysis and business assessment

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

Expensive monthly cost compared to alternatives

Limited business plan features

Entire business plan can only be exported to Microsoft Word

Outdated interface

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

Ability to create financial statements and projections

Free website hosting and website builder

Customer relationship manager with integration with MailChimp

Digital marketing dashboard with social media and Google Analytics integrations

HR document builder

Corporate minutes writer

Business documents library

Business courses library

Unlimited business consultation

$39 per month, no contracts, free cancellation

Best for simple, fast business plan creation.

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

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

Simple and straightforward software, solely dedicated to business plan creation

Seven-day free trial

Automatic text generation available to streamline the writing process

Affordable plans with annual discount option

Limited additional educational resources

Only one template option

No integration options

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

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

Automatically generated financial statements

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

Real-time performance score to track your progress

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

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

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

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

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

Best for startups looking to acquire funding or find investors.

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

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

Subscription gives you access to all Startups.com tools

Lifetime access subscription option

User-friendly drag-and-drop business plan builder

Excellent educational resources

Connection to Fundable great for businesses looking for capital

No free trial

No templates based on industry

No mobile access

Drag-and-drop templates for business plan building

Financial command center to track all business financials in one place

Unlimited account collaborators

Ability to share business plan online with investors

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

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

Monthly plan: $29 per month

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

Lifetime access: $349 one-time fee

5. PlanGuru

Best for financial planning and budgeting.

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

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

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

Substantial library of resources

Cloud-based and desktop options

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

Expensive, especially for additional users

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

Difficult to use without prior financial knowledge

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

Works with QuickBooks Online, Xero, and Excel

Budgeting and forecasting for up to 10 years

Over 20 standard forecasting methods

Formula builder to create custom methods

Ratios and KPIs

Dashboard and reporting tools

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

14-day free trial

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

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

What to look for in business plan software

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

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

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

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

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

The bottom line

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

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

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

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

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

On a similar note...

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!

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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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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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Create Your Business Plan in Minutes

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How it Works

Questionnaire

Respond to a series of targeted questions about your business goals and objectives.

AI Business Plan Generator

The engine analyzes your responses and generates a business plan tailored to your vision.

SBA Approved Business Plan

Receive a detailed, tailored business plan that aligns with your requirements. Ready for funding.

WHO BENEFITS FROM Plannit?

Aspiring Entrepreneurs

Analyze your ventures through extensive business plans aligned with your vision and goals.

Business Owners

Back your business with a solid plan that aligns with your vision and goals. Perfect for startups and small businesses.

Educational Institutions

Develop your business understanding and vocabulary by analyzing your business idea and creating a plan.

Startups Accelerators

Work alongside your founders as they build their plan to ensure they have a solid roadmap for growth and scalability.

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Funding ready business plan, executive summary, company overview.

Problem Statement

Business Description

Mission Statement

Business Model

Products and Services

Additional Features

Revenue Model

Market Analysis

Target Market

Market Size and Segments

Unique Value Proposition

Risks and Mitigations

Identified Risks

Mitigation Strategies

Financial Overview

Income Statement

Marketing and Sales Plan

Focus On Your Vision

Key features & benefits, ai editing companion.

Modify and regenerate sections of your business plan using premade or custom prompts. Our AI will help you refine your plan to perfection.

Multi-User Collaboration

Invite team members with easy sharing to collaborate on your business plan in real-time. Communicate and make changes together. Collaborate with your partners in real-time as you perfect your plan.

Education Center

Immerse yourself in a rich library of articles, tools, templates, webinars and resources for continuous business and professional growth. Learn all about the key aspects of starting, running and growing a business.

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Our algorithms are powered the latest in AI technology to ensure the most accurate and relevant output. We use OpenAI's GPT 4 and 3.5 engines for the perfect blend of accuracy and speed.

Business Resources

We recommend a variety of useful tools and resurces that help sustain your growth. We only recommend the best in the business. Filter your needs and equip yourself with the best tools.

Plan Samples

Explore a library of sample business plans we generated to get the idea of what to expect. Currently able to generate viable plans for 50+ industries.

Financial Projections

Take an additional questionnaire about your financial trajectory and get a detailed financial projection + 3 year income statement for your business.

Tools and Templates

Plannit's comprehensive suite that accompany business planning. From pitch decks to financial models, we have you covered.

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Download your business plan in an editable .docx format. Fully edit & share your plan with investors, partners, and stakeholders.

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Rest assured, your privacy is our top priority, and we're committed to keeping your information safe and confidential.

PLANNIT BUSINESS ECOSYSTEM

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.
• Innovators and Inventors: Individuals looking to commercialize innovative products or technologies can use Plannit AI to navigate the complexities of bringing new ideas to market. From patent strategies to go-to-market plans, our platform covers all bases, ensuring innovators can focus on what they do best.
• 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.

Take The First Step Towards Success With our AI-Generated Business Plans

7 Best Business Plan Software for Startups in 2024

• Resources for Planning a Business
• Best Business Plan Software

Last Updated: April 26, 2024 By TRUiC Team

Launching a new startup is an exciting yet challenging endeavor. Crafting a comprehensive business plan is a critical first step for any founder to outline their vision, objectives, and strategy. It acts as a roadmap to help guide important decisions and next steps as a company grows.

With so many options available, finding the right business planning tool can be daunting. The best software should be affordable, user-friendly, and offer a robust set of features to aid in financial modeling, strategic planning, and more.

In this review, we'll explore some of the top business plan software solutions designed specifically for entrepreneurs. We'll compare capabilities, ease of use, templates and resources, integrations, pricing, and more. Whether you’re looking to create an investor-ready plan or simply organize your strategy, choosing the right tool can help you get started on the right foot.

Best Business Plan Software for Startups: LivePlan

Top Business Plan Software Solutions

In this review, we'll look at seven of the best business plan software platforms — discussing their pros, cons, features, pricing, and more — so you can decide which one is right for your startup.

Best Business Plan Software for Startups 2024:

• LivePlan - Best Overall
• Bizplan - Easiest to Use
• Enloop - Best Automation Features
• PlanGuru - Best Financial Forecasting
• IdeaBuddy - Best for Idea Validation
• iPlanner - Best for Nonprofits
• Wise Business Plans - Best Professional Services

The following tools all have their own great features. Based on its affordable pricing and usability, LivePlan is our top business plan software choice for startups.

Try LivePlan today or continue reading to explore your options!

Best Business Plan Software: LivePlan

LivePlan is the overall best business plan tool, offering a large number of features at an affordable price.

Visit LivePlan

1. LivePlan - $15/month to $30/month

We love LivePlan overall because it offers great value at an affordable cost. The software lets you quickly create a business plan from anywhere in the world using what is arguably the best business plan software available on the market. It does everything better than its competition and costs way less.

What’s more, the online “cloud-based” platform is easy to use and you are under no contract or obligation to keep paying for the service. Even better, if you decide to stop service for whatever reason, Palo Alto Software, the makers of LivePlan, will keep your account active and data preserved for at least a year should you decide to reactivate your account later.

• Create an unlimited number of business plans
• A forecast feature for those less mathematically inclined. Plug in data, and it will generate charts, graphs, figures, and even the profit and loss, balance sheet, and cash flow statements
• 500+ business plan templates spanning all major industries
• Real-time financial data tracking
• Performance dashboards track sales and budgeting
• Create one-page pitch plans for potential investors
• Milestone scheduling feature — Some people will use it when working with others on their plan; it will let you assign milestones to people.
• Low-cost annual plans
• Affordable pay-as-you-go plans
• No cancellation fees
• Data saved for 12-months, even after cancellation
• Clean, modern platform
• Cloud-based; works on any business machine (Linus, Windows, Mac)
• Integrates with Quickbooks and Xero to import your data easily
• Knowledgeable customer support to get help with your plan
• No valuation capabilities
• Templates built on Palo Alto Software’s earlier software Business Plan Pro require some modifications to be used on LivePlan

Insider Information

Talking to the nice people at LivePlan we learned some inside information that we wanted to share with our readers.

Here's what we learned:

• LivePlan has been used by contestants on ABC's hit show "Shark Tank" to win over angel investors to help them get their ideas and businesses funded.
• Accountants use LivePlan as an added-value service to sell to their clients.
• Businesses continue using LivePlan because of a feature called “Dashboard” which lets you manually enter your actuals or pull actuals from Quickbooks online to do comparative forecasting and analysis.
• LivePlan helps with business continuity planning (BCP).
• LivePlan executives use LivePlan to make important business decisions.
• "Dashboard" does profit and loss, cash flow, and balance sheet reports and lets you compare and contrast your actuals from your forecasts to be able to show to investors.
• LivePlan lets you create business plans in 1/5th the time it takes using templates.

Customer Reviews

LivePlan receives great feedback from customers. LivePlan reviews average 4.5 stars out of 5 on GetApp. LivePlan is an easy company for us to recommend for the best business plan software.

2. Bizplan - $29/month, $249/year, $349 lifetime

Bizplan rates high on our list because they offer a lifetime plan that gets you "forever access" to their business plan software. As an added bonus, you also receive free access to Startup Courses and LaunchRock, a landing page builder.

• Easy, "fill-in-the-blanks" plan builder
• Publish your business plan online
• Unlimited business plans
• Bizplan takes care of the financials
• Cloud-based (use any browser on any computer)
• Options to add more graphics and photos
• Low-cost yearly plans
• Create unlimited business plans
• Xero to import your data easily
• Excellent and responsive customer support (email/chat/phone)
• Free access to Startup.com and LaunchRock.com
• Discount at Fundable.com (connect with lenders and investors)
• Can't export in Word
• Doesn't currently integrate with QuickBooks
• No free trial
• No third-party app integrations

Talking with BizPlan insiders, we learned that the premise behind BizPlan is to help startups easily create professional business plans to give them a leg-up with lenders and investors.

Here's what else we learned:

• BizPlan's does all your financial calculations for you.
• BizPlan strives to be an all-in-one solution for Startups needing funding.
• BizPlan is constantly making improvements to its software.

BizPlan receives great feedback from customers. BizPlan reviews average 4.4 stars out of 5 on GetApp. Still a relatively new option, BizPlan already has over 30,000 satisfied customers. As their platform grows, we wouldn’t be surprised to see them integrate even more valuable features. Keep a close eye on this one.

3. Enloop - Free to $39.95/month

If you’re looking to try before you buy, Enloop is a strong choice as one of the only business planning software tools with a free trial.

• User-friendly platform
• Compare your financials against your industry's performance
• Bank ready financial statements (Profit and Loss, Balance Sheet, Cash flow)
• Lets multiple team members work on a business plan
• 36-Month detailed financial reports
• Sync date and text into your business plan
• Real-time performance rating
• Generated business plan Pass/Fail report
• Multiple currency formatting
• Seven-day free trial (no credit card required)
• Advanced financial ratios
• Financial projections
• Video tutorials to help you with the writing process
• No phone or chat support, just a "contact us" form.
• Three business plan limit per account
• Doesn't integrate with QuickBooks or Xero
• No financial forecasts beyond 36-months
• No 30-day money-back guarantee

We learned that the premise behind Enloop is to make business planning easier for entrepreneurs. Enloop achieves this by making software simple to navigate through and takes risks off the table with their no credit card needed seven-day free trial. Their business plan creation software offers financial forecasting features for up to 36 months.

• Enloop utilizes 16 financial ratios to get your business ready for investors.
• Enloop offers some sample business plans that are easy to modify.
• Enloop's performance score increases as you create your detailed plan.
• A new business or small businesses benefit the most from Enloop's solutions.

Enloop receives fair feedback from customers. Enloop's reviews average 3 stars out of 5 on PCMag. Enloop's main complaint is its lack of instructional text for writing mission statements and other key sections. What they rank high on is their efficiency and the speed at which the software lets you write a business plan.

Even beyond the free version, Enloop Basic is just $9.95/month ($6/month when paid annually), so they’re one of the least expensive tools for writing a business plan.

4. PlanGuru - $99/month to $299/month

PlanGuru is a good option if you’re looking for considerably more robust software that offers quite a bit more. The most notable feature we like is the valuation tool, only present on the desktop version of the software. PlanGuru lets you calculate the valuation of your business using three different methods. No other business plan software offers this that we know of.

PlanGuru also offers budgeting, forecasting, and performance tools to help you put together a business plan. In the main, PlanGuru allows you to get a custom-tailored three financial statement budget model up and running out of QuickBooks or Xero in a matter of minutes. PlanGuru's business plan writing software takes you through a setup process where it asks you questions such as:

• What's the first month of your fiscal year?
• How many historical years do you want to import?

And, once you answer these questions, PlanGuru then generates a model for you that you can then populate with your historical data if you have it. Then you can go through PlanGuru's 20+ projection methods.

Some financial data projection methods include:

• Expenses, like payroll, etc.
• Balance sheet items, like accounts receivable, accounts payable, crude expenses, prepaid expenses, loans, etc.

These are only a few of the features the business plan software offers. Here are some more.

• Budgeting/Forecasting Software
• Analytics Service for Financial Performance & KPIs
• Valuation calculations (desktop software only)
• Desktop and cloud-based options
• Free 14-day trial and 30-day money-back guarantee
• Great customer support and knowledgeable sales staff
• Lower-cost yearly plans offered
• Advanced financial calculations
• Business valuation calculations
• No contracts
• Integrates with QuickBooks and Xero
• Costlier than LivePlan and most other business plan software options
• Additional cost per user can add up quickly

The great thing about PlanGuru is that the only thing you have to worry about is the income statement and balance sheet projections because the cash flow statement is automatically generated.

Then once you have the cash flow statement, income statement, and balance sheet in place, you can then lock down the budget.

• PlanGuru's desktop version has three different types of valuation methods that calculate the worth of your business.
• PlanGuru has some really nice reporting tools that pull together your financial statements into table formats, say, for the bank, line-by-line.
• PlanGuru also has some nice charts, graphs, scorecards, and some easily digestible reports that can help you visualize how your company is performing.
• Exports to Excel, PDF, and Word documents --and, there's even a tool that lets you create customized reports.
• You can print your plan off too to show partners, lenders, and investors.
• PlanGuru now offers a cloud-based version of its software, though it will take some time to catch up to the rich features offered by the current desktop software version.
• With PlanGuru you also get free updates, bug fixes, and new releases as they become available.

Important Note: These tools are important because investors may want to see not only historical performance but also projections.

5. IdeaBuddy - Free to $35/month

IdeaBuddy makes our list because of what's behind their approach. IdeaBuddy focuses on helping entrepreneurs develop their idea first, then share it, and then refine it into a plan. If you have a business idea and don't know what to do next, IdeaBuddy could be what you're looking for in a business plan software.

• Single-page business plan pitch (Idea plan)
• Clean modern design platform combined with great financial tools
• Marketing plan for selling and promoting your products
• Market overview plan where you create targeted customer profiles, identify your competition and calculate the market potential
• Business plan creation that includes forecasting performance and cash flow projections
• A proprietary algorithm calculates a final score for your idea providing recommendations for improvement after you complete "Story Mode"
• Idea Journal, that is an internal business plan for you to show potential investors
• A lifetime plan costs only $178
• Great for developing ideas
• Great for doing market research
• Pay-as-you-go plans offered
• Email-only customer service
• Software lag time issues
• Fewer software options than most other small business options

IdeaBuddy has some great features that are fantastic from idea conceptualization down to cost projections and the laying out of steps to take to start a business. We would have liked, however, to been given more KPIs that would notify us of tasks, help with idea validation, and help us measure other objectives to better monitor the health of our business. Another thing lacking was the design of the finished plan--it contained some noticeable structural issues.

IdeaBuddy has received some outstanding customer reviews on GetApp. IdeaBuddy has earned a 4.6-star rating out of 5 possible stars.

6. iPlanner - Starts at $55/year

iPlanner is a comprehensive business plan software that has been aiding entrepreneurs since 2007, providing a robust framework for developing business plans, models, and financial forecasts online.

• Unlimited Team Members & Collaboration
• A La Carte Pricing Model vs Packages
• Discounts for Serial Entrepreneurs & Business Coaches
• Solid amount of industry knowledge and experience.
• They've got two trademarked business planning services, Startup Framework™ and Strategy Designer™
• All of their business planning packages allow you to have unlimited collaborators and assign people three different roles: Project Owners, Advisors, and Viewers.
•  Their Startup Framework software has a business modeling section where you can design a business model canvas and strategize as much as you need before diving into your plan.
• Doesn't have a month-to-month option for either of their services. Their Strategy Designer is payable only annually, while their Startup Framework is available for 3-month, 6-month, or 12-month payments.
• They don't offer refunds
•  Their website is pretty old school and tough to navigate.
•  Unlike other business planning software, iPlanner doesn't offer a free version or trial. However, you can take a tour of their Startup Framework software or view a demo of the Strategy Designer to get a feel for them.

iPlanner's Business Planning Software

If a simple framework is all you're looking for, iPlanner can help you out. They don't have many bells and whistles, but at these price points, they offer a good value for nonprofits and corporations.

7. Wise Business Plans - Pricing by Request

Wise business plans website is a little confusing to navigate, and pricing is by request only, which can get frustrating. They do have a lot of options for different kinds of business plans for various types of business types, which makes them versatile. They also have business building and funding options as well. And, if you wish to establish business credit, they offer net-30 accounts that get reported to Equifax business.

• Claim to be the only business plan company to write for Fortune 100 and 500 companies
• Business formation services
• Business license searches
• EIN services
• Digital marketing services
• Business website design and branding
• Has a lot of helpful information
• Helpful options for forming your business
• Options to help after you start your business
• Helps small businesses establish business credit
• Not an actual business plan software
• Expensive by comparison
• Website is difficult to navigate
• Pricing is by request only
• Limited products and features
• Turnaround is one month
• Requires some work on your end

Business Plan Software Pros and Cons

• By using business plan software providers, you’ll be able to create a solid outline for your business. Although some of the options above are better than others, each will walk you through from start to finish.
• No matter how you look at it, business plan software is cost-effective. As long as you actually use the tool, you’ll generate significantly more value than you’re spending on monthly subscription fees.
• If you spend the time to create a solid plan, you’re much more likely to hold yourself accountable. Think of planning software like an accountability buddy for entrepreneurship.
• Your business plan tool will help set realistic financial goals, and most can also keep your bottom line in check by integrating your accounting software.
• Business planning software enables you to collaborate with partners, mentors and investors.
• Some of the business plan tools don’t offer support and can have slightly buggy features. That said, if you’re serious about writing a solid plan, go with a tool that’s constantly updated and well made.
• Although some business plan tools have a collaboration feature, none of them can review it when you’re done. All business planning tools lack a human touch.

How to Choose the Right Business Plan Software

With the array of business planning tools available, it can be daunting to select the right one for your needs. Here are some tips for choosing a business plan software solution:

• Consider your skill level – Opt for software like a wizard-guided template if you are less experienced in writing plans. Choose more advanced software with greater flexibility once you know what you are doing. Look for drag-and-drop tools to easily organize sections.
• Determine your budget – Prices range from free to several hundred dollars. Know how much you can spend before shopping.
• Compare features – Look for software with the specific tools you need, like financial projections, sample text, customizable templates, and more.
• Evaluate the financial tool capabilities – The software should provide extensive financial tools like forecasting, modeling, projections, and dashboards to streamline financial planning.
• Check reviews and ratings – Get feedback from other users about their experience with the software. High reviews indicate easier, more user-friendly software.

Which Is the Best Business Plan Software?

You know the unique requirements of your startup better than we do. These are all quality services that offer business planning software tools for entrepreneurs like you. Feel free to read over our full reviews if you’d like to know more about any of them or even visit the websites directly.

In general, we do prefer LivePlan because they have a huge library of business plan templates, and we love their convenient dashboard. They're the planning software that is most likely to help you via customer support, continue updating their tool, and figure out ways to make your business experience better. Enjoy!

What is the purpose of a business plan?

The purpose of a business plan is to provide a structured outline and roadmap for a business's goals, strategies, and operations. It serves as a guide for decision-making, resource allocation, and management. 

Furthermore, it can be a crucial tool for attracting investors, securing loans, and ensuring that all stakeholders have a clear understanding of the business's direction and objectives.

What does business plan software do?

Business plan software assists entrepreneurs and businesses in creating, organizing, and refining their business plans. It provides tools, templates, and guidance to streamline the planning process. 

Features often include financial forecasting, market analysis, visual aids like charts and graphs, collaboration capabilities, and even integration with other business tools. This software aims to simplify the task of creating a thorough and professional business plan.

How do you write a business plan?

To write a business plan, start by writing an executive summary that provides an overview of your business idea, products/services, market opportunity, and projected growth. Outline your company description, industry analysis, target customers, competitive advantage, marketing and sales plans, operations, management team, and financial projections.

How long should a business plan be?

The length can vary based on the complexity of the business, its stage, and its intended audience. In general, it might range from 15-50 pages. However, the key is to ensure that the plan is comprehensive yet concise. 

For many situations, especially when seeking investment, a more detailed one is preferable. Yet, for internal purposes or for businesses at very early stages, a shorter, more concise plan might suffice.

Are there business plan templates on Word?

Yes, Microsoft Word has business plan templates you can download and customize. The templates provide section headings, instructions, sample text, and tables to input your specific business information.

What is Palo Alto Software?

Palo Alto Software is a company that's been around since the late 1980s. They created business management software for startups and existing businesses. The software has since been updated and rebranded as LivePlan and today happens to be one of the most sought-after business plan software available in the marketplace.

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Free Online Business Plan Maker

Create a compelling and convincing business plan online with Venngage. Templates available for your every need, whether it's business plans, financial plans, marketing plans, and more.

Not a designer? No problem. With our easy-to-edit templates and online business plan generator, anyone can create a professional business plan for free. Over 40,000 businesses already use and trust Venngage.

Design from one of our business plan templates

Choose from hundreds of business plan templates. see all business plan templates, launch a profitable business with a visually engaging business plan.

Your business is unique and impactful — so should your business plan. Make sure the plan you share with investors, lenders, and other stakeholders is not only packed with key data and information but visually engaging too.

Looking to make your business plan stand out from the pack? Venngage's unique business plan templates add serious style to your ideas. Venngage's Business Plan Builder is a fraction of the cost of hiring a writer — you can even try creating a business plan for free.

Whether you're looking for a traditional business plan format or something more creative, Venngage's easy-to-edit business plan templates let anyone design business plans. No experience required. Free business plan templates available.

Nothing's better to convince your stakeholders than some sweet data that speaks volume. Engage and persuade your investors by visualizing your business plan data with Venngage's unique charts, graphs and diagrams.

Create a winning business plan with Venngage in 5 steps:

Design an unforgettable and convincing business plan today:

Business Plan Templates

Save money and hours of design time with Venngage's easy-to-edit templates and free business plan generator. Free online business plan templates available.

Easy-to-Use Editor

Venngage's online business plan builder is intuitive to use. The drag-and-drop editor means faster and better designs even when you don't have design experience.

Download Business Plans

Download your document with one click as an image (PNG), PDF, Interactive PDF or PowerPoint file. Add it to your Google Docs or Slides, Word doc or existing PowerPoint slides (paid plans only).

Visualize Business Plan Data

Persuade your stakeholders and tell a story with your business plan data through charts, graphs, maps and diagrams. Copy and paste your data or upload it in a .csv file in one click.

Brand Your Business Plans

Use Venngage's My Brand Kit to automatically import your brand identity. Then, add your brand colors and fonts to any business plan designs with one click.

Collaborate In Real Time

Collaborate with your whole team with Venngage's real-time collaboration. Leave helpful feedback through comments and create impactful business plans.

Easy-to-edit professional business plan templates

• Our team of professional designers have created a collection of unique, online business plan templates that anyone can customize. Pick a simple template, add your text and data and you're done.
• Or choose a more creative template and play around with the fonts, photos, icons, colors, and more.
• Whatever the case, Venngage's drag-and-drop free business plan generator lets anyone create a beautiful, professional business plan without any design experience.
• Share a public link for free from our online business plan creator. Don't worry. You can go back and edit your design at any time.

One-click branding with My Brand Kit

Show off important metrics with professional data visualizations

Collaborate with your whole team throughout the design process.

Business Plan Maker FAQs

How much does venngage's business plan builder cost.

Anyone can make a business plan for free and share a link to their work. Our Premium ($19/month) and Business ($49/month) plans include premium, professional business plan templates and features, plus access to multiple download formats.

How can I write my own business plan?

Your business plan can include these sections: executive summary, company description, market analysis, organization management, service/product line, marketing & sales, funding requests, financial projections, etc. Add sections to your business plan as you see fit — depending on the kind of plan you're creating. No matter the type of business plans you're making, Venngage has a template for that.

Can I download my business plan?

Yes! You can download your business plan in PNG, PDF, Interactive PDF, or PowerPoint formats (paid plans only). It's free to share a public link. It's also free to create an account and test out our online business plan maker with a free business plan template.

Wow your clients and investors at first sight — Create a convincing and winning business plan with Venngage's online business plan generator

Popular business plan templates you can edit right away

Nonprofit organization business plan template, business operational plan template, real estate investment business plan template, business continuity and disaster recovery plan template.

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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. 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 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 plan that’s easy to share

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 features to 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

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The Top 10 AI Business Plan Generators: A 2024 Guide

A Free Business Plan Template

Ajay Jagtap

• January 3, 2024

16 Min Read

Let’s face it, drafting a business plan has never been a stroll in the park. Thanks to AI business plan generators, the process has become much easier and faster.

But, with only a few worthwhile options available, it’s challenging to find the right business plan generator that suits your requirements.

Don’t worry; we’ve got you covered. Here’s a list of the 10 best AI-based business plan generators to help you get started.

Sounds interesting? Let’s dive right in.

What is an AI Business Plan Generator?

AI business plan generator , in simple words, is software that uses AI algorithms to create a business plan based on user inputs.

Usually, these generators use natural language processing (NLP) algorithms to produce written content tailored to the specific needs of your business.

It’s a go-to solution for entrepreneurs and small business owners to build an investment-ready business plan without spending a fortune on expensive consultants.

Let’s take a closer look at these 10 AI-based business plan generators.

10 Best AI-based Business Plan Generators

1. upmetrics.

Upmetrics is the most efficient and reliable AI-powered business plan generator helping new-age entrepreneurs create comprehensive business plans with its advanced AI capabilities.

With Upmetrics AI Assistant , writing a business plan is now easier than ever.

It can help you generate text, rewrite content, shorten or expand on it, and it also allows you to change its tone.

The subscription includes 400+ fully customizable sample business plans , video tutorials, well-written documentation, and guides to ensure that you are on the right track.

So, how does this Upmetrics AI assistant work?

Well, it’s quite simple. Once you input text into a section of your plan using the Upmetrics business plan editor, you can choose the “Write with AI” option for AI assistance.

Or you can simply auto-write the entire text by promoting what you want to include in that section.

There’s a drop-down menu where you can choose from Auto Write, Auto Improve, shorten, expand, and Professional, persuasive, and academic tones to update your text.

Here is an extended list of features that Upmetrics AI assistant can provide:

•  AI-powered text generation to write your business plan.
• Content rewriting feature to polish or enhance content quality.
• Content shortening option to briefly describe the context.
• Expand upon your idea and introduce new concepts.
• AI-powered assistant to help adjust the tone of your writing.
• Accurate & reliable information depending on prompted information.
• Real-time updates and cloud storage, eliminating the risk of data loss.
• Intuitive, seamless, and responsive user interface.
• Check and correct grammatical errors and spelling mistakes.
• Business resources, video tutorials, and guides to help get started.

Check out Upmetrics’ pricing plans:

Remember, only Upmetrics premium users can access the AI assistance feature. Refer to a  pricing page for more information.

The most helpful feature was to make a business plan out of a simple idea. Thankful for all the tools provided, especially AI which did a great impact on my work .

Create visually appealing business plans with our

AI Business Plan Generator

Plans starting from $7/month

2. Notion AI

As we all know, Notion is a productivity and note-taking app. It’s been around for a long time helping individuals and professionals create to-do lists, manage tasks & projects, and more.

Notion Labs Inc. has recently launched the all-new Notion AI which maximizes Notion’s existing capabilities with AI advancements.

Though it’s not a specifically developed AI business plan generator like Upmetrics, writing a business plan is one of many things you can do with Notion AI.

It can help you summarize text, offer key takeaways from your research, fix spelling & grammar, translate your text, edit tone & voice, and more.

Here’s a list of the pros and cons of Notion AI you should consider before purchasing.

• Smart suggestions: Notion AI can provide intelligent suggestions based on user behavior.
• Automation: It can help you automate various tasks reducing manual efforts.
• Time-saving: Notion AI can produce content more quickly compared to human writers.
• AI limitations: AI has its limitation, so it may not always provide accurate results.
• Learning curve: understanding the platform with AI can be a steep learning curve.
• Privacy concerns: Notion AI processes user data to personalize suggestions that may raise privacy concerns.

Check out the pricing plans for Notion AI. You may visit their pricing page for detailed information.

Copy AI is an AI-powered writing tool that uses NLP algorithms to turn your raw text into a persuasive copy. They cater to a wide range of users with 90+ tools and templates.

You can use Copy AI’s free business plan templates to write the initial draft of your business plan.

You may click here and log in to access the business plan template. Then, you’ll be prompted to fill out a few key details about your business.

This information may include details, such as business name, target market description, problems your business intends to solve, revenue model, etc.

Depending on your requirements, you may also select a friendly, persuasive, or professional tone for your content.

Pros and Cons

Here’s the list of pros and cons of using Copy AI you should consider before purchasing.

• Ease of use: It has a simple and easy-to-use user interface.
• Option to select specific tones: Users can select the specific tone for content. E.g., professional, friendly, etc.
• Supports AIDA framework: Follows AIDA framework to create content tailored to the target audience.
• Need lots of fact-checking: AI may sometimes produce incorrect information.
• Highly random information: It may sometimes provide random information.
• Generating long-form content can be frustrating: You may want to take one section at a time.

Copy AI has a free plan, but it only comes with 10 credits, so you will definitely need a subscription moving forward.

4. Beautiful AI

Beautiful AI is an AI-powered presentation software that helps individuals create exquisite business presentations in no time—with no design skills.

All you need to do is add text, and your content will transform into elegant presentation slides—no image resizing, no content placement, nothing. You may click here and log in to access the business plan template. Then, you’ll be prompted to fill out a few key details about your business. Here is why beautiful AI is a top pick for stunning presentations and business plans:

• 65+ smart slide templates with pre-designed slide galleries.
• Brand consistency with custom presentation themes.
• Hundreds of customizable starter templates.

The best part about Beautiful AI is you never need to start a presentation or business plan from scratch. Ask Designerbot about the type of presentation you need, and it will create a first draft.

Here’s the list of pros and cons of Beautiful AI you should consider before purchasing.

• Ease of use: Anyone with less or no design skills can create presentations using Beautiful AI.
• Hundreds of starter templates: The platform has 100+ starter templates to get started.
• AI-powered designs: Beautiful AI uses Artificial Intelligence to suggest layouts, fonts, and themes.
• Limited customization: AI-generated templates may not always suit your requirements.
• Limited functionality: AI can create professional-looking documents but may lack advanced animation.
• No free plan: Beautiful AI does not have a free plan, so you must pay for membership.

Beautiful AI doesn’t have a free plan, but a free trial is available. Check out its pricing plans.

5. Wordkraft AI

Wordkraft is an AI-powered writing tool that helps users create well-written and optimized content while saving time, money, and resources.

It uses GPT-3, one of the most sophisticated autoregressive language models available in the market, to generate AI content.

You can use Wordkraft’s free business plan template to create the first draft of your business plan.

Then, you’ll be prompted to fill out a few key details about your business. This information may include details, such as business name, goals, strategies, products and services you offer, financial projections, etc.

It also has a few advanced options that include—language, tone of voice, creativity level, and the number of variants needed.

• User-friendly Interface: Wordkraft has a user-friendly interface that is easy to use and navigate.
• Advanced options: It has advanced options to change language, tone of voice, and creativity.
• Time-saving: AI can produce content more quickly than human writers.
• Limited creativity: While Wordkraft AI can save time, it may not be as creative as humans.

Wordkraft AI has a free plan but comes with a 1,000-word limit, so you will definitely need a subscription moving forward.

You may visit Beautiful AI’s pricing page for detailed information.

A Bit AI is a cloud-document collaboration document and management platform that helps users create, share, and track digital documents.

The AI-powered tool allows users to add images text videos, cloud, and music files to their documents.

You can use Bit AI’s free business plan template to get started. Key benefits of using Bit AI to create a business plan:

Furthermore, you can embed Bit documents onto any website; you can interact with these documents and see them in their entirety.

Here’s the list of pros and cons of Bit AI you should consider before purchasing.

• Collaboration: You can collaborate with your team to work on your business plan.
• Pre-designed templates: a range of pre-designed templates to help you get started.
• Automation: Bit automatically automates redundant and repetitive tasks.
• Limited customization: Customization in pre-designed templates is limited.
• No writing assistance: While Bit can provide templates for your business plan, it doesn’t provide any writing assistance.
• No offline access: Bit AI is a cloud-based platform, so you must have a reliable internet connection to access documents.

Check out the pricing plans for Bit AI. You may visit their pricing page for detailed information.

7. Simplified

Simplified is an AI platform that uses artificial intelligence to help users generate and publish content quickly.

It’s not primarily an AI business plan generator, but it provides AI business plan templates that can be used to draft a business plan.

Besides business plan writing assistance, Simplified specializes in generating instant copies, creating long-form content, and developing visually appealing images and videos.

Here’s the list of pros and cons of Simplified you should consider before purchasing.

• Accessibility: the tool is easily accessible even for non-technical users.
• Recommendations: Simplified offers some intelligent suggestions based on the information provided.
• Time and cost efficiency: It can help you save both time and money when writing a business plan.
• Lack of customization: This tool can be valuable for beginners but not for detailed business planning.
• Data dependence: The results heavily rely on the data. A lack of data may result in low-quality responses.
• Limited understanding: the tool may lack industry dynamics and market nuances.

Check out the pricing plans for Simplified AI. You may visit their pricing page for detailed information.

8. Writecream (ChatGenie)

Like Wordkraft and Copy AI, Writecream is an AI-powered writing assistant that uses NLP algorithms to generate text-based responses to your query.

You can use Writecream’s free business plan generator to write the initial draft of your business plan. You may log in and select ChatGenie from the dashboard to kickstart the writing process.

Apart from business plan writing, you can use ChatGenie to generate textual content like cold emails, long-form blog posts, marketing copies, and digital ads.

Let’s have a look at the pros and cons of using Writecream for business plan writing.

• Collaboration: Team members and advisors can collaborate in real time with Writecream.
• Cost-effective: Writing a business plan with Writecream is less expensive than hiring consultants.
• Not for detailed business planning: this isn’t suitable for detailed business planning with long-term financial forecasting.

Check out the pricing plans for Writecream. You may visit their pricing page for detailed information.

9. Cookup AI

Cookup AI is an ongoing database of AI tools where people can create and submit ChatGPT prompts for others to use. The platform has many AI tools for various tasks including SEO, programming, social media marketing, blogging, business planning, and more.

While it can help you create a decent business plan, you must provide a detailed description of your business and other pertinent information.

Remember, just like ChatGPT, this tool will only help you write a business plan. You will still need a business plan software or designing tool to structure this information and create a business plan.

While CookUp is 100% free to use, it may not be an ideal choice for detailed business planning & financial forecasting.

Here’s a list of the pros and cons of Cookup AI you should consider before purchasing.

• Accessibility: Easily accessible tool, even for non-technical users.
• Free to use: Cookup AI is a 100% free-to-use AI tool.
• Limited information: CookUp AI’s response to queries is relatively limited compared to tools like Upmetrics.
• Limited customizations: This tool may not be an ideal option for comprehensive business planning.

10. ChatGPT—A Free Alternative

ChatGPT  is the most efficient and reliable yet free AI chatbot online. It is an AI language model trained by OpenAI, using deep learning algorithms to generate human-like responses to text-based prompts.

Technically, ChatGPT is not a business plan generator, nor does it offer any business plan templates.

Still, it’s on the list because writing a business plan is one of many things; you can do using ChatGPT—that too for free.

We have created a detailed guide on using ChatGPT to write a business plan to help you get started.

While ChatGPT is entirely free to use, there is a $20 monthly fee for ChatGPT Plus.

You don’t have to go for a paid version; ChatGPT is just fine for you to get started. We have created a detailed guide on using ChatGPT to write a business plan to help you get started.

Learn more Use ChatGPT to write your business plan

Here’s the list of pros and cons of ChatGPT you should consider before purchasing.

• Cost-effective solution: Writing a business plan with ChatGPT is more cost-effective than hiring expensive consultants.
• Efficiency: ChatGPT can efficiently organize data, generate financial plans, develop marketing strategies, and more.
• Limited context: It may have limited context about your business. You can train the model before prompting it to write.
• Lack of empathy: An AI language model may lack emotional intelligence and compassion.

That’s it. That was the list of the 10 best AI business plan generators. Let’s discuss how to take the final call—choose a business plan generator.

How to Choose an AI Business Plan Generator Software?

Still, trying to figure out how to choose an AI business plan generator? You should consider a few crucial factors before making the final call.

• Features: Understand your required features in an AI business plan generator. E.g., writing assistance, visual templates, etc. For instance, Copy.AI, Wordkraft, and ChatGPT may help you write content for your business plan, but they won’t offer the visual templates that BIT AI and Beautiful AI can.
• Pricing: Look for AI-based business plan generators that offer the features you require at affordable prices.
• Ease of use: Choose a tool that is easy to use and navigate for someone with basic knowledge of writing and editing.
• Reviews and testimonials: Check review websites like Capterra and Trustpilot for reviews and testimonials about such tools.

That’s it for today. Keep these factors checked before choosing an AI business plan generator, and you will be alright.

In a nutshell, these AI-based business plan generators can create a foolproof business plan in a few hours that used to take days—maybe even weeks.

AI has its limitations, so make sure you don’t rely heavily on it. Therefore, combining AI and human expertise in a holistic approach to planning would be a smart move.

Pick one of these tools, create a business plan, and take your business to new heights.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

Related Articles On Business Plan Writing

• Using ChatGPT for Business Plan Creation
• Overview of Different Types of Business Plans
• Estimating the Cost of Your Business Plan
• Books to Guide You in Writing a Business Plan
• Step-by-step Guide on Writing a Business Plan
• Constructing a Management Section in Your Business Plan
• Effective Ways to Conduct Market Analysis
• Detailing Your Products and Services in Your Business Plan
• Crafting a Thorough Business Plan Outline
• Designing an Appealing Business Plan Cover Page
• Including a Confidentiality Statement in Your Business Plan
• Free Startup Business Plan Template

Frequently Asked Questions

Which ai can write a business plan.

There are only a few certain AI writing tools that can help you write a business plan. Here are some of the most trusted AI business plan writing assistants.

• Wordkraft AI

What are the benefits of using AI-based business plan generators?

The benefits of using AI-based business plan generators are enormous. The following are just a few of the major ones.

• Time saver: Using AI business plan generators, you can write a business plan in minutes, which would normally take a human several hours or days.
• Cost-effective: Hiring an expert business plan writer or consultant can be expensive. AI business plan writing tools are the most cost-effective alternative for small business owners.
• Access to Data: AI tools like ChatGPT can access various data sources, so conducting market research or finding valuable industry insights is way easier with Artificial Intelligence.

Some of the other benefits of using AI-based business plan generators may include increased efficiency, customization, and user friendliness.

How do AI business plan generators work?

AI Business plan generators usually use natural language processing (NLP) algorithms to generate text-based responses to prompts or instructions. Some of the most popular AI writing tools, such as Copy AI, Wordkraft AI, and Writesonic, use the GPT-3 module for AI writing.

Are there any free AI-based business plan generators available?

AI-based business plan generator tools like Copy AI and Wordkraft AI have free plans but with limited functionalities. If using these tools, you will definitely need a subscription moving forward.

However, you can use ChatGPT; it is free and the most reliable AI language model to help you write a business plan.

Can the AI business plan generator provide guidance on market research?

Yes, AI business plan generators like Upmetrics will soon be able to guide your market research to help you create a comprehensive and well-organized market research section.

Upmetrics is developing an AI business planning chatbot; you can ask it for feedback, suggestions, or guidance about your plan. Learn more about Upmetrics AI Assistant .

Is technical knowledge required to use an AI business plan generator?

No. If you are using an AI tool like Upmetrics, you don’t need any technical knowledge to be able to efficiently use the tool and create a detailed plan.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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3 Apps to Help You Write a Business Plan Helpful apps that guide you from brilliant business idea to an actionable plan.

By Kim Lachance Shandrow Feb 4, 2013

Opinions expressed by Entrepreneur contributors are their own.

If you have a killer idea for a startup, but lack the time, resources and budget to develop a business plan , a business plan-generating app can help you get your plan on paper and, ideally, off the ground.

A number of apps simplify the often tedious, complicated process of crafting a thorough bank- and investor-ready business plan. You provide the information, they organize it into a plan, and hopefully soon you'll be in business.

Here's a look at three apps that can help get your business plan rolling:

1. Enloop. This is an all-in-one web app that walks users through every step of creating a traditional business plan. Here's how it works: Based on the data you enter into the app, Enloop automatically generates sales, profit and loss, cash flow and balance sheet projections for you, complete with explanatory graphs and other compelling visual elements. Enloop also provides standard, yet customizable business plan text for each section of your plan, including portions focused on key company information and financial data.

Enloop's Free & Easy option includes a single custom business plan packaged in a clean, professionally formatted PDF file that you can download, print and share. More fully featured paid versions range from $9.95 a month to $39.95 a month and allow you to make multiple business plans. Enloop is only web-based and not yet available for mobile devices.

Related: Reworking Your Business Plan? Consider These Tips

2. StratPad. Alex Glassey, who designed this iPad-only app , describes it as "a strategic-planning app that helps entrepreneurs with the thinking and decision-making process ." StratPad can be a smart choice for people who are writing their first-ever business plan. It is packed with several free how-to tools for beginners, including a 58-page business strategy tutorial, view-on-demand training videos, email-based customer service, and more.

A free basic StratPad edition is available for students. Paid, one-time fee plans range from $9.99 to $54.99. The more you pay, the more advanced business plan options you get. The easy-to-use app guides users through a series of simple questions and prompts. Your answers are used to develop a summary business plan, complete with revenue projections and full-color graphs and charts.

3. Business Plan Premier. This $7.99 iPad app does double-duty for users who are eager to have their business plan backed fast. Not only does Business Plan Premier help you organize and write your business plan at an extremely detailed level, it also enables you to present your finished plan to more than 3,000 high net worth potential investors, who are also members of investment research firm Ben Stein & Accredited Members Inc .

Business Plan Premier leads you through writing your prospective company's vision and mission statements, product descriptions and marketing plans. You can also use it to complete competitive and SWOT (strengths, weaknesses, opportunities and threats) analysis, outline your management scheme, identify your startup expenses, define your target market and more depending on your needs.

Your completed business plan is exported as a Microsoft Word document that you can edit, print, email or upload to Dropbox. Business Plan Lite is the free (but much less functional) version of the app.

Related: Reverse-Engineering Your Business Plan: Success Starts With the End

Former West Coast Editor

Kim Lachance Shandrow is the former West Coast editor at Entrepreneur.com. Previously, she was a commerce columnist at  Los Angeles CityBeat, a news producer at MSNBC and KNBC in Los Angeles and a frequent contributor to the Los Angeles Times . She has also written for Government Technology magazine, LA Yoga magazine, the  Lowell Sun  newspaper, HealthCentral.com, PsychCentral.com and the former U.S. Surgeon General, Dr. C. Everett Coop. Follow her on Twitter at @Lashandrow . You can also follow her on Facebook here . 

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Home » Business Plan Tips

13 Best Business Plan Writing App for Android and iPad

Are you about writing a business plan and you need an app to help you? If YES, here are 13 best business plan apps for Android, IOS, iPad, iPhone or Mac.

Once an entrepreneur gets a business idea, the next thing he or she should think about is to write a business plan that would help actualize the goals of setting up the business. For most people, writing business plans can be tedious and complex, thus making them shy away completely from it.

In this our tech driven world, things are getting simplified and it is the same with business plan writing. Today, there are a number of phone applications that can enable a business person write an excellent business plan for his or her new business idea.

How the apps work is that you provide the information you are asked for, you enter them into the application, and it gets arranged into a business plan that is bank and investor ready, and all these can be gotten at a rate much cheaper than that offered by business plan writing services.

If you are a startup entrepreneur with a great business idea with huge potential for success but you do not have the resources, funds or time to create a business plan for your startup idea, here are android or IOS compatible Apps that can help you craft a business ready business plan on the go.

• Cost – $9.95 to $39.95 a month

Enloop is one of the top business plan writing apps out there. Having stated out solely as a business plan writing software, but the creators later upgraded it to work in IOS. This business plan writing app walks users through every step of creating a traditional business plan.

Based on the data you enter into the app, Enloop automatically generates sales, profit and loss, cash flow and balance sheet projections for you, complete with explanatory graphs and other compelling visual elements. Enloop also provides standard, yet customizable business plan text for each section of your plan, including portions focused on key company information and financial data .

Enloop’s Free and Easy option includes a single custom business plan packaged in a clean, professionally formatted PDF file that you can download, print and share. More fully featured paid versions range from $9.95 a month to $39.95 a month and allow you to make multiple business plans.

2. StratPad

• Cost – $9.99 to $54.99

StratPad is another business plan writing app that for now is only works with iPads. Alex Glassey designed this app to make business plan writing easy for mobile users. The app is described as a strategic-planning app that helps entrepreneurs with the thinking and decision-making process.

StratPad is seen as a smart choice for people who are writing their first-ever business plan. It is packed with several free how-to tools for beginners, including a 58-page business strategy tutorial, view-on-demand training videos, email-based customer service, and more.

A free basic StratPad edition is available for students who are still in training. Paid, one-time fee plans range from $9.99 to $54.99. The more you pay, the more advanced business plan options you get. The easy-to-use app guides users through a series of simple questions and prompts. Your answers are used to develop a summary business plan, complete with revenue projections and full-color graphs and charts.

3. Business Plan Premier

• Cost – $7.99

The Business Plan Premier is another business plan writing app that is available for iPads too. The app is known to perform more than one function for entrepreneurs who are setting up their business plan. Not only does Business Plan Premier help you organize and write your business plan in a very detailed and analytical level, it also enables you to present your finished plan to more than 3,000 high net worth potential investors, who are also members of investment research firm Ben Stein & Accredited Members Inc.

Business Plan Premier would help you through an easy process of writing your prospective company’s vision and mission statement, product description and marketing plan. You can also use it to put together a complete competitive and SWOT (strengths, weaknesses, opportunities and threats) analysis, outline your management scheme, identify your startup expenses, define your target market and more depending on your needs.

When it is done, or when you are satisfied with the outcome, you can export the plan to a Microsoft Word document that you can edit, print, email or upload to Dropbox. The app also has a free version which is the Business Plan Lite, but you have to keep in mind that this version of the app would not give you access to a lot of functionalities.

4. LivePlan

• Cost – $11.66 to $19.95

LivePlan makes writing any type of business plan ridiculously easy. The app asks you questions about your business, you just fill in the answers. As you go on, you will be provided with a lot of examples and sample plans that you can use as inspiration, and you can even be allowed to lift them word for word.

A LivePlan business plan is designed to be flexible, so you can easily update it as your situation changes. LivePlan generally works on a tablet or phone for viewing and light editing of the plan content. The company does not have a mobile app version of LivePlan; instead, you’d be accessing their web-based software through the web browser app on your Android or iPhone device.

This goes to say that the app is very mobile responsive and as such can be sccessed from almost anywhere, as long as you have a source of fast internet connection.

The entire process of writing your plan does not take too long, and you can even write it on your smartphone. And once finished, you’ll get a better idea of how to position your business for success. Per year billing for the app costs $11.66 for each month, six months billing costs $15.96, and per month billing costs $19.95.

5. Gocanvas

• Cost – $45 to $62

This is another Business Plan Template Mobile App that is built to be a step-by-step guide for creating a professional business plan on the go. This app allows users to complete a business plan checklist using an iPhone, iPad, or Android device.

This is the perfect tool for small business owners looking to expand on a business idea or build on their already successful business. As a small business owner, you can use this app to promote your product or service as part of your strategic business process and application.

You can equally use it to update the overall business planning and marketing strategy of your startup. In addition, you can use this mobile business plan app to refine your and startup business plan, and can help you consider how to reach each user and customer using an improved business model for your product.

The GoCanvas mobile app provides detailed descriptions and documents for your Executive Summary, Start-Up Summary, Market Analysis Summary, Strategy and Implementation Summary, Sales Forecast, Milestones, Management Summary, Financial Plan, Start-Up Funding, and Financial Projections.

Because a good business plan can take time to create, you should be rest assured that the information you create is always accessible on the GoCanvas Cloud. You can also print and/or email your business plan as a PDF.

This mobile business plan app is free for individuals, but for businesses, they get to pay $45 USD per user Per month billed annually* or $51 month to month. Other additional charges are thus, $55 USD per user Per month billed annually or $62 month to month.

6. Business Plan App

The business plan app is yet another business plan app that would enable you write your business plan on the go. This app presents a 9 steps guide that helps you to start your own business and it is currently available in App Store and Google Play, and can be downloaded for free.

The iPhone/iPad version has a business plan editor included. This means you can write your business plan directly on your IOS device and print it as a professional pdf document.

7. Business Plan & Start Startup

The Business Plan & Start Startup app is a top mobile business plan app that till date has recorded more than 500,000 downloads, and over 100,000 people who already created their business plans on this app. The Business Plan & Start Startup app can help the business plan writer in a lot of ways including;

• Create your business plan privately or with friends and business partners.
• Walk through tutorials for every section of a typical business plan.
• Get a step by step timeline that takes you from planning to starting your business.
• Download your business plan to email for free.
• Get business planning help for your startup from the community.
• Get organized and motivated by maintaining a to-do list.
• Network with entrepreneurs in your area, more guides and small business help and tutorials.
• YouTube videos and podcasts on topics of startups, and creating a small business

In addition to the business planning and motivation tools, you can ask questions to the entrepreneur community about any part of your business plan or any part of starting a business, all right inside this mobile app.

The app helps you in 3 distinct ways:

• By teaching you how to think about each section of a business plan, and empower you to not only create a great business plan, but also start your small business or startup the best way possible.
• Software tools to help you create a small business plan, stay on track and motivated, and plan your business with friends and co-founders.
• Ask questions about your business plan to the entrepreneur community and get help from fellow small business owners.

If you want expert help, you can get the premium app where they offer professional help with your business plan, but this will cost you.

8. Business Plan Quick Builder

• The price is not provided

Business Plan Quick Builder is an Android phone compatible business plan writing app that creates a great business plan through content, templates, and more.

Created by Perren Consulting Ltd, this business plan app can be used on the move (in tram, bus, train or airplane) on your smartphone or tablet. The best part of this app is that your business plan can be always with You, in your pocket. This would enable you to put some ideas and changes in your business plan when you have some extra free time or opportunity to do so.

Other redeemable features of the app are that; it is an easy to use business plan template, it generates a full business plan with minimal typing, it can help you create a five year financial forecast, it helps you budget your plan including income statement, gross profit, net profit, cash flow and breakeven, it helps you identify your market position and , it allows you to customize your business plan with style and content options, no knowledge of business planning needed to use this intuitive tool, it creates a mission statement for your business, it helps you try budgets for new projects, proposals and startups, email your business plan to yourself or a colleague, export a PDF of your plan and print, create a PDF of your pitch to present quickly to investors, etc.

This app creates a great business plan in three quick steps:

• Fill out the easy to use template
• Pick your preferred style and content from easy options
• Press the button and the app will automatically write your customized business plan

9. Small Business Coach & Plan

The small business coach and plan app is yet another mobile app that helps entreprenures with business plan writing. This app is the ultimate business helper, organizer and manager. The app has business plan templates, examples, and live help by a business coach to answer the questions you may have about your small business, or while filling out the ready-made business plan template.

With the use of this mobile app, entrepreneurs can get enough help and support from a business coach (live planning help on the app) to go from business idea to having an operational business in a reasonably short time.

You should note that the only help or small business coaching service not provided by the app are for legal issues, various licensing for your business, insurance, or HR. The app also guaranteed business coach response to your questions in under 24 hours.

10. Centro Business Planning App

Centro’s Business Planning App is one of the mobile apps that helps you plan for a new business using just your phone or tablet. Following simple activities and step-by-step questions, the app will:

• Compile information you have already provided to it
• Shape your knowledge into your first business plan
• Allow you to apply for an interest-free loan of up to $10K through Kiva U.S. without requiring any formal entrepreneurship training or business experience.
• Download it on your phone or tablet to:
• Complete the business plan at your own pace anywhere you are
• Make changes anytime you get new information or your idea evolves
• Store your business information securely

The great part of this mobile business plan writing app is that it can be gotten free of charge.

11. PlanMagic Business

• Costs start at $69.95/one-year/1 user

PlanMagic Business is one of the few business-plan writing apps that have a specific app for each industry or business niche. PlanMagic Business is designed to help you write a business plan for the specific industry you have in mind.

This business plan writing app comes with unique user support services and industry-specific tools for making financial projections, researching industry statistics, business trends and possible investment opportunities tailored to suit a specific industry. Each of its app is designed for easy navigation by its user with a step-by-step guide through the whole writing process.

12. MyBizPlan

MyBizPlan is a free tablet app that provides you with the direction you need so that you will answer the correct questions when you are creating your plan. It provides you with steps that let you to identify your business objectives, so they may be properly defined.

This app will also give you ways to more easily research your industry, its market, and your most relevant competitors. It also allows you to manage the finances of your business so that your fiscal projections are far more accurate.

MyBizPlan has many handy tools that can assist you greatly. It gives you the opportunity to see which parts of the plan need to be completed and also lets you select only the parts relevant to your business. In addition, you can easily store your plan in the cloud so that you may access it from anywhere.

13. OnePlace

• Costs – $5/mo to $99/mo

OnePlace plays an important role in business planning, especially for freelancers. Available on android and IOS phones, the app allows you to track the time you spend on each task. When time is applied, OnePlace automatically calculates leftover effort, which helps you plan more effectively for future projects and tasks.

OnePlace allows businesses to store plans and other documents that can be accessed by members of the team. You can assign an estimated time for a task and keep track of the actual effort spent on the task. It will report on actual versus estimated time so you can compare how well you are meeting your projections.

As an added bonus, OnePlace offers affordable pricing. In fact, its basic plan, which offers limited features, is free. If you need more robust features, move up to its Enterprise plan ($5/mo.), Bronze plan ($24/mo.), Silver plan ($49/mo.), or Gold plan ($99/mo.). OnePlace also offers a 14-day free trial with no credit card required.

Business plan writing apps can make the taxing and energy sapping process of developing a business plan easier and straightforward. All you need to do is to provide the relevant data and these apps will reorganize it into a befitting business plan. However, before purchasing any business plan app, always check to see if the app supports specific industries rather than an all-in-one service, but that would be dependent on what you have in mind.

More on Business Plan Tips

How to Write a Mobile App Business Plan + Free Template

Anthony St. Clair

11 min. read

Updated February 7, 2024

Free Download:  Sample Mobile App Development Business Plan Template

When Apple released the first iPhone in 2008, it also launched its App Store—with about 500 apps. Nowadays, the number of apps on the Apple App Store and the Google Play Store totals about 5 million. If apps were people, they’d outnumber the population of Los Angeles.

Sure, the “gold rush” days of app development are long behind us, but building apps remains a solid way to bring useful or entertaining services to market. An app can also be part of a narrow or broader business strategy.

But with so much competition, building a profitable, successful app takes more than just an idea and a team of mobile app developers. You need a business plan to help guide your vision and implementation. This article will cover the steps to create your mobile app business plan, along with some tips to run it successfully. 

Need more guidance? Download our free mobile app development business plan for a full business plan outline that you can use to inspire your own plan.

• How to write a business plan for a mobile app

A business plan can be as short or extensive as you need it to be, and not a page more. In fact, you could launch a successful business based on even a one-page plan for your app development firm.

Writing a business plan for your mobile app business comes down to thinking through where you are with your app idea, what you want to accomplish, and how you think you will get there. A good business plan gives you both a starting point and a road map, but you can always review it and update it as you go.

At its heart, that’s all your app business plan needs to do.

Here are some of the key things your mobile app development business plan should include.

1. Determine what kind of app you will develop

Competition and opportunity co-exist throughout every app sector. If you’re still trying to decide where you might want to target your app development , strong contenders and trending app verticals include:

• Productivity
• Shopping (mobile-specific and general eCommerce)
• Health and Fitness
• Personalization

The sector you’re developing your app for influences the type of app you’ll want to build. For example, will you code for Apple iOS, Google Android, or both? Will you focus on a web or hybrid app? Is the app an extension of a website or other business channel? 

You’ll need to have this information defined up front in order to conduct proper research and easily write your business plan . 

2. Conduct market research and identify competitors

It’s one thing to have a good idea for an app. But the real question is, does the idea have a market that will be hungry to buy in?

As you develop your business plan, understanding your potential customer base is key.

For starters, evaluate similar apps and competitors in the vertical you are developing for—especially if there is already an app doing something that you want your app to do. As you conduct research and put together a market and competitive analysis, be sure to think through the following questions:

• Who are their customers?
• Are they the same ideal customer and target market ? 
• What steps will your company take to engage the market and involve them in testing and promotion? 
• What are the demographics (such as profession, age, or sex) and psychographics (such as opinions, hobbies, and lifestyle goals) of your target market? 

If you don’t understand the market for your app, it will be difficult to get them to find, install, use, and tell the world about your app.

Researching the market and your competitors can also clue you into expected app features, pricing and revenue models, gaps in services, and pain points that customers feel aren’t being met.

Understanding these factors can also help your business plan address a potential threat to your app’s viability: abandonment. User retention can be challenging throughout the app market, with 25% of customers using an app one time and then ditching it. So, be sure that you take into account how to attract new customers as well as how you’ll keep them around.

3. Positioning and promotional strategies

Once you’ve proven the market demand for your app’s concept, you should start figuring out how to promote your app and position it in the marketplace. Your business plan doesn’t have to include a detailed marketing plan . But it can be the perfect place to set up a few essentials that can guide your app’s marketing throughout its development and release cycles.

At a minimum your plan should include foundational messaging for pitching, branding, mission, and your overall sales and marketing strategy for your app, such as:

Develop and refine your elevator pitch

How concisely can you get across what your app does, why it’s needed, and what will make people love it? Can you talk up those key points with anyone from potential investors to your ideal customer, developers, and engineers to your mom and your best friend?

Examine how you’ll build awareness, interest, and need for the app

Will early testers be part of your outreach? Will you work with social media influencers, traditional media, or celebrity endorsers? How will you articulate the problems your app solves or the joy it provides?

What are some of the branding and marketing tasks your startup will pursue? 

For example, what is the company name? The app name? How will you engage your market on the social media platforms they like to spend time on? What original supporting content will attract the interest of your key audience?

In your business plan, it’s essential to understand your startup from the point of view of a founder and key player. But the marketing and promotional components of your business plan help you see your app from the point of view of an outsider, such as a customer or investor. The better you understand these other points of view, the better you can develop your messaging, build your app, and make it a success.

Free Mobile App Business Plan Template

Use this proven business plan example to successfully launch a competitive mobile app development business.

Download Now

4. Startup costs, financials, and pricing

Figuring out the potential startup costs for your app is not a one-size-fits-all equation. Generally, these are some of the factors to consider as part of your financial plan .

Platform development

Expect different development costs when developing for iOS, Android, or both. Your process will include defining a function, outlining what you need for your MVP, wire-framing, coding, testing, designing, and more.

Internal employees or outside contractors? 

If you’re planning to build up a full-on firm with employees, benefits, and offices, you will be looking at a different cost structure than if you want to outsource to a contracted development company or work with a freelance team that’s not employed by your app startup. That team may need pros in charge of mobile and backend development, design, QA, customer support, design, marketing, managers, and more.

The resources you have and the resources you need

How long it’ll take to develop and release your app depends in part on the resources you have access to.

Successful apps monitor and improve. Did the app crash? Is it scaling sufficiently to handle increases in use and load? What usage metrics are you monitoring and analyzing? How will you need to update the app to deal with OS updates?

By understanding these and other potential costs, you can develop a budget in your business plan. For more in-depth financial considerations, you should develop forecasts to gauge costs, future cash flow , and how your app company might grow and change over time by hitting release and growth milestones.

5. Development milestones

The release of your app is a milestone that’s farther down the road. In the meantime, you’ll be developing milestones that reflect major accomplishments in the development process. Your business plan can reflect some of those milestones, such as:

• Production of key features and functions
• MVP completion
• Testing and refinement
• Acceptance of app in app stores
• Achievement of sales and adoption goals
• Implementation of new features and versions

Remember, app development takes time. Focus your initial milestones on pre-release goals. From there, you can set and work toward post-release milestones that can pave the way to future growth, releases, and profits.

• Mobile app development tips for startup growth

As you develop your mobile app’s business plan, here are a few other tips and considerations to keep in mind.

Native, hybrid, or web?

Creating apps tailored to each OS—Apple and Android—can cost the most to develop, but also can maximize your app’s performance. The better the performance, the most adoption and use you could see in your target audience. 

At the same time, other apps work solely on the web, and others are developed as hybrids. Hybrid apps can help you manage team and development costs, but they typically can’t take full advantage of each OS.

As a rule of thumb, typically the more complicated or intense the app’s function, the better it tends to be to develop a native app. Lightweight functions may work fine in a web or hybrid environment.

Security and privacy

Privacy and security are at the forefront of customers’ minds as well as industry discussions around app business models. If you are developing for regulated industries—such as health care or financial services—there may also be legal privacy and security requirement to adhere to.

Decide on a platform: Apple, Android, or both?

If your target market is predominantly on one OS, that can guide your development decisions. Developing for both platforms requires more resources, but can give you the benefit of maximizing your ability to develop the app for each OS, and reach the most customers. Another option to consider is launching on one platform and adding another over time, depending on milestones in your business plan.

Offline vs online

A growing consideration in today’s app development firms is whether the apps can only function online, or if it can function offline too. Some level of offline function—and messaging that the app is offline—can make for better customer satisfaction, since users will have access to at least some features regardless of their internet connection.

For example, Google Maps can download route information so a user still has the mapping and some functions, even if they enter a remote location or go through an area where they don’t have a cellular or wifi signal. 

Walking users through what they can and can’t do offline, and how functions can be completed or data can sync once online again—can also go a long way to winning trust and loyalty from your app’s users. You’ll also want to determine if the offline function is something you develop as part of the launch, or if you roll it out in a later version.

Revenue model: Free/freemium, subscription, in-app purchases, ads, or a combo?

Apps can drive revenue in many ways. A common strategy is a freemium model: Offer a free baseline app, but other features can be unlocked with purchase or subscription.

Subscription models (usually with a tie-based free trial period) have also become increasingly popular in companies, and they are finding broad acceptance in the market. An app can also drive revenue by being a mobile commerce tool, helping customers complete a transaction from the convenience of their phone instead of having to go to a browser, non-mobile device, or other fulfillment channels.

Some apps are only available for purchase, often as a way to showcase an app’s superior or unique place in the market. Once purchased, though, other revenue models can come into play. The popular game Minecraft is a prime example: Customers purchase the app, but the Minecraft Marketplace offers in-app purchases to further customize the game.

Test properly before launch

If your app doesn’t work at launch, it may never recover from that stumble.

As the app reaches development milestones, ongoing testing can help you find and resolve problems before you have to deal with them in the deployed product. Conducting extensive testing across various devices, users, and OS versions can help you catch problems before they harm your new app—and your startup’s viability and profitability.

• Download your free mobile app development business plan template

Our free mobile app development business plan can give you the template you need to start setting up your business plan—and your business. It’s just one of hundreds of free sample plans that have been time-tested by our team and by thousands of entrepreneurs all over the world.

The question is simple: What mobile app development business will you create? Whatever it is, your business plan can help you get there. Download your free plan now and get started.

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Anthony St. Clair is a business copywriter, author of the Rucksack Universe travel fantasy series, and a craft beer writer specializing in Oregon. Learn more at anthonystclair.com.

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10 Simple Tips to Write a Successful Business Plan

"The absolute biggest business plan mistake you can make is to not plan at all." So writes Noah Parsons in his helpful blog post 17 Key Business Plan Mistakes to Avoid in 2023 . But how does one pull together all of the necessary components of a cohesive plan? It can feel overwhelming.

Eric Butow, CEO of online marketing ROI improvement firm Butow Communications Group, has teamed up with Entrepreneur Media to update the second edition of our best-selling book Write Your Business Plan to provide you with a simple, step-by-step process for creating a successful business plan. In the following excerpt, he gives ten tips to gather all of the critical information you will need to succeed.

1. Know your competition.

You need to name them and point out what makes you different from (and better than) each of them. But do not disparage your competition.

2. Know your audience.

You may need several versions of your business plan. For example, you may need one for bankers or venture capitalists, one for individual investors, and one for companies that may want to do a joint venture with you rather than fund you.

3. Have proof to back up every claim you make.

If you expect to be the leader in your field in six months, you have to say why you think that is. If you say your product will take the market by storm, you have to support this statement with facts. If you say your management team is fully qualified to make the business a success, be sure staff resumes demonstrate their experience.

Order Write Your Own Business Plan Now and Get 1 Month of Free Access to Business Planning Software Liveplan Premium

• Easy step-by-step business plan generator
• Built-in financial calculators
• 500+ sample plans and templates

4. Be conservative in all financial estimates and projections.

If you feel certain you'll capture 50 percent of the market in the first year, you can say why you think so and hint at what those numbers may be. But make your financial projections more conservative. For example, a 10 percent market share is much more credible.

5. Be realistic with time and resources available.

If you're working with a big company before you buy a business, you may think things will happen faster than they will once you have to buy the supplies, write the checks, and answer the phones yourself. Being overly optimistic with time and resources is a common error entrepreneurs make. Being realistic is important because it lends credibility to your presentation. Always assume things will take 20 percent longer than you anticipated. Therefore, twenty weeks is now twenty-four weeks.

6. Be logical.

Think like a banker and write what they would want to see.

7. Have a strong management team.

Make sure it has good credentials and expertise. Your team members don't have to have worked in the field. However, you need to draw parallels between what they've done and the skills needed to make your venture succeed. Don't have all the skills you need? Consider adding an advisory board of people skilled in your field and include their resumes.

Write Your Own Business Plan is available now at Entrepreneur Bookstore | Barnes & Noble | Amazon

8. Document why your idea will work.

Have others done something similar that was successful? Have you made a prototype? Include all the variables that can have an impact on the result or outcome of your idea. Show why some of the variables don't apply to your situation or explain how you intend to overcome them or make them better.

9. Describe your facilities and location for performing the work.

That includes equipment you use to create your products and/or services. If you'll need to expand, discuss when, where, and why.

10. Discuss payout options for the investors.

Some investors want a hands-on role. Some want to put associates on your board of directors. Some don't want to be involved in day-to-day activities at all. All investors want to know when they can get their money back and at what rate of return. Most want out within three to five years. Provide a brief description of options for investors, or at least mention that you're ready to discuss options with any serious prospect.

To dig deeper, buy Write Your Own Business Plan and get 1 month of free access to business planning software Liveplan Premium.

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The 5 Best Digital Planners That Are Worth Using in 2024

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• Best overall: Todoist
• Best for pre-built templates: ClickUp
• Best for note taking: Notion
• Best for time blocking: Structured
• Best for teachers: Planbook

If you still associate planners with the spiral bound notebooks of your middle-school days, think again. Planners have gotten a huge digital upgrade, and now there’s no reason to use a traditional planner unless you prefer the tactile feel of pages (and having to make all the changes by hand every time a meeting gets scheduled).

But the field of digital planners is so crowded that it can be tough to find the best one for your needs. To help you out, we’ve done the research and testing to select the five best digital planners for a variety of needs — and most of them are free to use, forever.

Top digital planner comparison

Besides price, there are many factors to consider when choosing a digital planner. We’ve summarized the most important ones in the table below:

Todoist: Best overall

If you’re looking for a simple, easy app to use as a digital planner, definitely consider Todoist. As the name suggests, it was originally designed for tracking to-do lists, but it offers many more features besides that, such as recurring due dates, task labels, priority levels and planning templates. It comes in many different app versions that you can download, including smartwatch apps for Apple and Google devices. There are a few drawbacks, however. For instance, two-way sync is not currently supported for Apple or Outlook calendars.

Why I chose Todoist

I used Todoist’s free Beginner plan as my own personal digital planner for many years, and I recommend it for its excellent balance of simplicity, functionality and cost. The free plan will be enough for most people, but you’ll need to pay for the Pro plan if you want access to additional features like calendar view and task reminders.

For more information, read the full Todoist review .

• Beginner : Free for up to 5 personal projects and 5 guests per product.
• Pro : $4 per user per month if billed annually, or $5 per user per month if billed month-to-month.
• Business : $6 per user per month if billed annually, or $8 per user per month if billed month-to-month.
• Ability to set due dates and times and schedule recurring tasks.
• Priority levels for different tasks.
• Task labels to batch them by type.
• Various planning templates.

Pros and cons

Clickup: best for pre-built templates.

If you’re searching for a digital planner that offers many pre-built templates to choose from, check out ClickUp, which offers over 1,000 templates — including templates for planning out your day, project, vacation or even your wedding. The free forever plan supports unlimited tasks, so you can use it as your daily planner indefinitely without running into a paywall. It also supports unlimited guests, making it a great option for families or small businesses that want to share a digital planner among multiple people.

Why I chose ClickUp

I chose ClickUp because of its extensive library of templates and its generous free plan, which should be plenty for most users seeking out a digital planner. I also like its friendly and colorful interface, which is very welcoming to new users.

For more information, read the full ClickUp review .

• Free : Unlimited users and tasks.
• Unlimited : $7 per user per month if billed annually, or $10 per user per month if billed month-to-month.
• Business : $12 per user per month if billed annually, or $19 per user per month if billed month-to-month.
• Enterprise : Contact sales for custom pricing.
• ClickUp AI : Add on to any paid plan for $5 per person per month.
• Additional project views such as kanban boards and calendars.
• Virtual whiteboard for brainstorming.
• Collaborating documents for note taking and content creation.
• Customizable subtasks available.

Notion: Best for note taking

In addition to its task management features, Notion also offers tools for note taking, content creation and wikibuilding. This makes it an excellent choice for users who want to use a single app to keep track of their notes, to-dos and calendars (as opposed to having a separate app for notes). Its task and project management features aren’t as robust as ClickUp’s, but that means a lower learning curve for beginners. If you just need daily planning capabilities instead of advanced project management, Notion will more than meet your needs.

Why I chose Notion

I chose Notion as one of the best digital planners because of its excellent task management and content creation features. I found the app very easy to use during testing, and the forever free plan should be enough for most people looking to use Notion as a digital planner.

For more information, read the full Notion review .

• Free : Up to 5 MB file upload size limit and 7-day page history.
• Plus : $8 per user per month if billed annually, or $10 per user per month if billed monthly.
• Business : $15 per user per month if billed annually, or $18 per user per month if billed monthly.
• Enterprise : Requires a custom pricing quote from the sales team and includes extra features such as unlimited workspaces and unlimited extensions.
• Unlimited content blocks for individual users on the free plan.
• Allows up to 10 guests on the free plan.
• Big library of templates to choose from.
• Subtasks and dependencies included in all plans.

Structured: Best for time blocking

Structured takes a completely unique approach to daily planning that is based on time blocking. Rather than creating a static list of to-dos, you will be asked to add what day and how long you plan to work on each task and Structured will create a daily timeline for you.

This method is especially great for neurodivergent people, such as those with ADHD, but anyone can benefit from Structured’s visually appealing and streamlined UI. You can use the app for free, and there’s also a Structured Pro paid plan with additional features like calendar import and recurring tasks.

Why I chose Structured

I picked Structured as one of the best digital planners because its unique approach works especially well for neurodivergent people. I also appreciate the app’s colorful, visually appealing interface, which is very well-designed and attractive.

• Structured : Free forever.
• Structured Pro month subscription : $2.99.
• Structured Pro yearly subscription : $9.99.
• Structured Pro lifetime subscription : $29.99.
• Timeline-based approach to daily planning.
• Switch between daily, weekly and monthly views.
• Import events from Apple, Google, Outlook, Microsoft Exchange, yahoo! and AOL calendars.
• Dedicated focus time for concentrated work.

Planbook: Best for teachers

If you’re a teacher looking for a digital planner for lesson planning, then take a look at Planbook. Some of the app’s education-specific features include setting up “alternate day” schedules, removing an individual class from the daily schedule and using the same lesson plans year after year.

Planbook also offers tools for lesson development and teacher collaboration, so it isn’t solely a scheduling app. Since Planbook is specifically designed for teachers, it’s not appropriate as a more general-purpose digital planner, but educators will love it for that reason.

Why I chose Planbook

I chose Planbook because it provides education-specific features that aren’t offered by the other digital planners on this list. If you’re a teacher looking to move on from physical planners, Planbook will be a powerful (and affordable!) upgrade for your needs.

• 1-year plan : $15 per year.
• 2-year plan : $13.50 per year.
• 3-year plan : $12 per year.
• Flexible lesson templates for faster, more efficient planning.
• Permissions for establishing access levels and defining what lesson plan details students and parents can see.
• Option to copy lesson plans from year to year.
• Built-in learning standards for national, international and local district frameworks.

How do I choose the best digital planner for my needs?

The “best” digital planner is highly variable depending on your individual needs and situation. The best digital planner for a student who needs to keep track of their classes will be a lot simpler than the best digital planner for a business owner with multiple companies to manage. Before starting your search, make a list of the most important digital planner features for you specifically, and use that as your guide.

Some high-level features that I recommend focusing on are task management and calendar syncing, and if you don’t already have a dedicated calendar app, then look for a digital planner that provides one. The user interface design is also key; you’ll be looking at your digital planner all day, every day, so it should be easy to navigate and pleasing to look at. Also, consider what digital apps are available to download. Not all digital planners offer a web app, Windows app or smartwatch app, for example.

Finally, determine your budget before making your final selection. Most digital planners offer a forever free tier, so you don’t have to pay to use them. However, they may put certain features, such as bigger storage limits, behind a paywall. Consider whether or not those additional features are worth the cost for you personally.

Methodology

To choose the best digital planners, I consulted product documentation and user reviews in addition to testing some of the apps to get hands-on experience. Price was one of the most important criteria to me, with free and/or low-cost digital planner being an absolute must. I also focused on the planner design, app downloads, calendar sync and ease of use as high-priority criteria.

Other factors I considered included task management (such as subtasks and dependencies) as well as template libraries and additional task/project views.

Is there a free digital planner?

Yes, there are many free digital planners. Most of the digital planners we listed here, such as Todoist, ClickUp, Notion and Structured, offer a forever-free tier of service.

Are digital planners worth it?

Digital planners may offer a slightly higher learning curve compared to a paper planner, but the ease of use and convenience are worth it for many users. Digital planners offer advanced functionality, not to mention the ability to sync your to-dos across your computer, phone, tablet and even your smartwatch. And since many digital planners are free, you don’t have to pay a dime to upgrade your daily planner to an online version.

What is the best free daily planner app?

For the best free daily planner app overall, we picked Todoist because of its ease of use and many apps. However, the other free digital planners we listed here — ClickUp, Notion and Structured — are equally awesome and we highly recommend them too.

Is there a Google planner?

No, Google does not offer its own standalone planner app. You can use Google Calendar instead to schedule meetings. You can also try to create your planner templates in Google Docs, but it will lack the functionality of a full-fledged digital planner app like the ones mentioned on this list.

Does Apple make a digital planner?

No, Apple does not offer its own standalone planner app. You can use Apple Calendar to schedule meetings and create your planner templates in Pages, but it will lack the functionality of a full-fledged digital planner app, such as the ones on this list.

Can you use an iPad as a daily planner?

Yes, you can use an iPad as a daily planner. Many of the digital planners on this list offer iOS app downloads that are compatible with iPads as well as iPhones.

Is there an online planner that looks like a paper planner?

Most online digital planner apps are designed to fit the constraints of specific operating systems, so they don’t replicate the look and feel of a paper planner.

If you really want to recreate a digital version of a paper planner, your best bet is to create a planner template (or purchase one), then use a PDF annotation app to fill it out by hand using a tablet and stylus. Keep in mind that you will lose many digital planner features if you go this route, such as the ability to schedule recurring tasks and move meetings around easily.

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How to Add Copilot to PowerPoint: A Step-by-Step Guide

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Adding Copilot to PowerPoint is a great way to leverage artificial intelligence to create engaging presentations with minimal effort. As someone who frequently uses PowerPoint for presentations, I was excited to hear about the Copilot feature and its potential to save me time and effort. In this article, I will share my personal experience with adding Copilot to PowerPoint and provide step-by-step instructions to help you do the same.

To get started, it’s important to note that Copilot is a feature available through Microsoft 365, which includes Word, Excel, Outlook, OneNote, and Teams. If you already have a Microsoft 365 subscription, you can easily add Copilot to your PowerPoint app. If not, you will need to subscribe to Microsoft 365 to access this feature. Once you have your subscription, adding Copilot to PowerPoint is a quick and easy process that can be done in just a few clicks.

In the following sections, I will provide detailed instructions on how to add Copilot to PowerPoint and how to use it to create engaging presentations. Whether you’re a seasoned PowerPoint user or just getting started, adding Copilot to your arsenal of tools can help you save time and create more effective presentations.

JUMP TO TOPIC

Optimizing Workflow with AI Assistance

Streamlining communication with microsoft teams and outlook, creating impactful slides with ai, incorporating images and design with copilot pro, improving data analysis in excel, enhancing writing in word with ai features, choosing the right subscription plan, managing account and update licenses, leveraging microsoft 365 copilot for business efficiency.

As a frequent PowerPoint user, I know that creating presentations can be a time-consuming process. However, with the help of Microsoft 365 Copilot, I have been able to optimize my workflow and streamline my communication with colleagues, all while increasing my productivity. In this section, I will share my personal experience with leveraging Microsoft 365 Copilot for business efficiency.

One of the most significant benefits of using Microsoft 365 Copilot is its AI assistance, which helps me create high-quality presentations faster. Copilot uses large language models to provide real-time intelligent assistance, which has helped me to enhance my creativity and productivity. Copilot is integrated with Microsoft Graph and Microsoft 365 Apps, such as Word, Excel, PowerPoint, Outlook, and Teams, making it a powerful tool for business customers.

I have found that Copilot’s AI assistance has helped me create presentations more efficiently by providing suggestions for slide layouts, images, and even text. Copilot has also helped me to quickly find and insert relevant data into my presentation, saving me valuable time.

Another way that I have leveraged Microsoft 365 Copilot for business efficiency is by streamlining my communication with colleagues. Copilot is integrated with Microsoft Teams and Outlook, which has made it easier for me to collaborate with my team.

Copilot has helped me to quickly find and insert relevant emails and calendar events into my presentation, without having to switch between applications. This has helped me to save time and streamline my workflow, allowing me to focus on creating high-quality presentations.

In conclusion, Microsoft 365 Copilot is a powerful tool that can help business customers to optimize their workflow and streamline their communication with colleagues. With its AI assistance and integration with Microsoft Graph and Microsoft 365 Apps, Copilot can help users enhance their creativity and productivity. By leveraging Copilot’s features, such as its integration with Microsoft Teams and Outlook, users can streamline their communication and collaborate more effectively with their team.

Enhancing Presentations with Copilot in PowerPoint

As a frequent user of Microsoft PowerPoint, I am always looking for ways to improve the quality of my presentations. Copilot Pro is a tool that has significantly helped me in this regard. Copilot Pro is an AI-powered feature in PowerPoint that assists in creating impactful slides and incorporating images and design. In this section, I will discuss how Copilot Pro has improved my presentations and how you can use it to enhance yours.

Copilot Pro’s AI technology has been a game-changer for me when it comes to creating impactful slides. It provides a variety of prompts that help me think creatively and outside the box. These prompts are generated based on the content of my presentation and the theme I am using. The suggestions are often more engaging and visually appealing than what I would have thought of on my own.

I particularly appreciate the feature that allows me to create a presentation from an existing file. This feature is especially useful when I have a document that I want to turn into a presentation. Copilot Pro guides me through the process, and I end up with a well-structured presentation that is easy to follow.

Another way that Copilot Pro has helped me is by assisting me in incorporating images and design into my presentations. Copilot Pro suggests images that are relevant to the content of my presentation, which saves me time searching for images on my own. The images are high-quality and add visual appeal to my slides.

Additionally, Copilot Pro suggests design elements that complement the theme of my presentation. This feature has helped me create presentations that are visually consistent and professional-looking.

Overall, Copilot Pro has been a valuable tool in enhancing my PowerPoint presentations. Its AI technology has helped me create impactful slides and incorporate images and design elements that make my presentations visually appealing. I highly recommend giving Copilot Pro a try to take your presentations to the next level.

Integrating Copilot Across Microsoft 365 Apps

As an AI-powered productivity tool, Copilot is designed to work alongside popular Microsoft 365 Apps such as Word, Excel, PowerPoint, Outlook, and Teams. By integrating Copilot across these apps, users can enhance their creativity, productivity, and data analysis capabilities.

One of the most significant benefits of Copilot is its ability to improve data analysis in Excel. Copilot uses large language models and integrates data with the Microsoft Graph to provide real-time intelligent assistance. This integration enables users to analyze data more efficiently and accurately, saving time and reducing the risk of errors.

To use Copilot in Excel, users must be licensed for Microsoft 365 Business Basic, Business Standard, or Business Premium, Microsoft 365 E3, E5, F1, F3, or Office 365 E1, E3, or E5. Once licensed, users can enable Copilot in Excel by navigating to the “Product Features” section in their Microsoft account settings.

Another significant benefit of Copilot is its AI-powered writing features, which can enhance writing in Word. Copilot uses large language models to suggest improvements to sentence structure, grammar, and spelling, making it an ideal tool for writers, editors, and content creators.

To use Copilot in Word, users must purchase a Copilot Pro subscription and be signed into their Microsoft account. Once subscribed, users can enable Copilot in Word by navigating to the “Product Features” section in their Microsoft account settings.

In conclusion, integrating Copilot across Microsoft 365 Apps can significantly improve productivity, data analysis, and writing capabilities. By enabling Copilot in Excel and Word, users can take advantage of its AI-powered features and enhance their work output.

Best Practices for Microsoft 365 Subscription Management

As someone who is familiar with Microsoft 365 subscription management, I’d like to share some best practices for managing your account and update licenses. When it comes to choosing the right subscription plan, it’s important to consider your specific needs and budget. Microsoft offers a variety of plans for individuals, businesses, and enterprises, so it’s important to choose the one that suits you best.

If you’re an individual who wants to use Copilot Pro features in Microsoft 365 web apps, you must purchase a Copilot Pro subscription and be signed into your Microsoft account. For businesses and enterprises, you must be licensed for Microsoft 365 Business Basic, Business Standard, or Business Premium, Microsoft 365 E3, E5, F1, F3, or Office 365 E1, E3, or E5, or a similar plan.

When choosing a subscription plan, you should consider the features you need, the number of users, and your budget. It’s also important to keep in mind that some plans may offer more security features than others, so if you’re dealing with sensitive data, you may want to choose a plan with more security features.

Once you’ve chosen the right subscription plan, you’ll need to manage your account and update licenses. To manage your account, you can go to the Microsoft 365 admin center and view your subscription details. From there, you can add or remove users, change your subscription plan, and manage your billing information.

To update your licenses, you can go to the “File” option from the menu bar in the app you’re using and navigate to the “Account” from the bottom left. Click the “Update License” button, and sign in to verify your subscription. This will ensure that you have access to all the latest features and updates for your subscription plan.

In conclusion, managing your Microsoft 365 subscription is an important part of using Copilot and other Microsoft 365 apps. By choosing the right subscription plan and managing your account and update licenses, you can ensure that you have access to all the features you need and keep your data secure.

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