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Business Plan Software with Customizable Fields (2026)

Last updated: April 2026

Business Plan Software Key Features

    Based on 720 user opinions, we identified 6 features that are important for any product in Business Plan Software

  • Strategic Planning

    At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

    Average user rating

    4.7

  • Income & Balance Sheet

    A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

    Average user rating

    4.5

  • Budgeting/Forecasting

    Create budgets based on historical data and future projections

    Average user rating

    4.6

  • Activity Dashboard

    Dashboard to view the status of ongoing processes, identify current incidents and track past activities

    Average user rating

    4.7

  • Task Management

    Create, manage and track all task activities and progression

    Average user rating

    4.6

  • Financial Reporting

    Generate reports to assess the financial performance of an organization

    Average user rating

    4.4
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30 software options

Upmetrics logo

Upmetrics

Business plan software with AI assistance.

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Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.

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Aha! logo

Aha!

Platform for strategic product roadmapping

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Aha! Roadmaps is the complete product management solution. Choose from six strategic models to visualize your business plan. Generate a roadmap to show the timing and scope of critical initiatives, launches, and projects. Create a live dashboard so you can track progress and communicate updates.

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ClearPoint Strategy logo

The world’s first integrated Strategic Plan reporting system

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ClearPoint is strategy reporting software that automates the collection and dissemination of Business Performance Management, OKR, and other metrics and overlays them clearly against goals. ClearPoint makes it easy to keep everyone in your organization focused on those things that matter most.

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Jira logo

Project management and work tracking software

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Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

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Blox logo

Financial modeling and planning management software

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Blox helps business leaders with financial modeling and planning without the need for spreadsheets. With its marketplace of pre-built blocks, it has taken away the complexity of building a bespoke model and sped up the planning process massively.

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Business Base logo

Business management software for strategic planning

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Business Base is business management software that helps businesses set, measure, and execute their goals while supporting their day-to-day operations.

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Jibility logo

Business architecture software for capability-based roadmaps

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Jibility is a cloud‑based strategic roadmapping tool that helps business and enterprise architects translate strategy into execution through a clear, capability‑based planning framework.

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Supernova logo

Business plan software for everyone

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Supernova is a cloud-based solution that allows users to find their business model and build their pro forecast without any financial skills.

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Amplon logo

Amplon is hoshin kanri software for strategy execution

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With Amplon, organizations can benefit from a new level of transparency that has a proven impact on employee engagement.

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Vistaly logo

Cloud-based product roadmap solution for teams.

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Vitaly offers a cloud-based product roadmap solution for businesses to manage connections between business metrics and opportunities on a visual map.

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Cuttles logo

Fun, easy and interactive business plan tool.

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Cuttles is a fully interactive and guided pitch and business plan software that helps entrepreneurs build, understand and grow their businesses.

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Zoho Tables logo

Task management and collaboration software

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With Zoho Tables, you can elevate your collaborative efforts, enhance productivity, and simplify work management.

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Corvus Link logo

AI and automation platform for business growth

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Corvus Link is an AI and automation platform for planning your business, seamless construction, and accelerated growth. This unified platform, rich in detailed functionalities and features, is designed for forward-thinking innovators.

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Strategic Product Management logo
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Product management dashboard for strategic planning

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Product Management Dashboard is a plugin for the Jira application, which helps organizations design, launch, and manage product development strategies and analyze prices, costs, roadmap, and market potential on a unified portal. The platform enables businesses to assign tasks and monitor changes across the teams using the TaskSignalizer.

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Ideagen Healthcare Guardian logo

Your partner in patient safety and quality assurance

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Ideagen Healthcare Guardian (formerly Ideagen InPhase) centralizes patient safety, risk and compliance into one digital platform. With 30+ mobile apps, real-time analytics, and paperless workflows, it empowers healthcare providers worldwide to meet regulatory standards and improve clinical outcomes.

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Growth Forge logo

Business Strategy Modeling & Analysis

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Growth Forge is a cloud-based software as a service that helps innovation teams formulate, model, and evaluate business strategies to iteratively develop concepts from a hypothesis into real businesses.

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SharpCloud logo

Make data compelling, not complex.

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Data visualization software that transforms business data into engaging visual stories, helping you make smarter strategic decisions.

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AchieveIt logo

Planning and Execution Software to help you Achieve more

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AchieveIt is the solution that leading organizations leverage to track, manage, and execute their business plans and initiatives. The AchieveIt platform automates manual processes associated with planning and execution, improving visibility, accountability, and alignment.

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BizPlanBuilder logo

Business plan solution for raising capital

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BizPlanBuilder is a cloud-based solution designed to help startups, small companies, nonprofits, and advisors launch and fund businesses with features such as templates, pre-written letters, and worksheets. It assists retirees with investing retirement funds in order to launch businesses.

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Klyck logo

Everything in one place for documents in motion

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Klyck is a modern AI-powered content and document management platform with a Netflix-style library, Amazon-like filters, and workflows.

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Intecplan logo

Business Plan Software with AI and Databases.

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Inteplan is a Business Plan Software with AI and Databases. Generate the financial forecast and the first written version of the project. 5 languages

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Leanspots logo

Next-Step StartUp Builder Ecosystem

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Leanspots is a decentralized HUB where you can find all the resources to build a StartUp.

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Wrike logo

AI powered workflow management platform

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Wrike is a business planning platform trusted by more than two million users across 140 countries. Features include business plan templates, intuitive Gantt charts, and customizable reports. Build detailed business plans with Wrike's software to impress stakeholders and boost your investability.

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Venture Planner logo

Dream Big, Plan Smart. Transform Ideas into Business Plans

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Create professional-quality business plans and forecasts without typing a word. Powered by AI.

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IdeaBuddy logo

All-in-one business planning tool, powered by AI

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Innovative business planning software for entrepreneurs, startups, and teams.

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