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Business Plan Software with Customizable Reports (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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44 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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Elate logo

AI-native strategy execution for aligned, data-driven teams

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Elate is an AI-Native Strategy Platform that helps organizations build structured plans, align work across teams, and monitor progress in real time. With AI insights, automated updates, and integrated reporting, Elate provides a unified approach to planning and execution.

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Valutico logo

Measure Value

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Valutico helps financial professionals perform business valuations in a fraction of the time

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Productboard logo

Customer-driven product management system

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Productboard is a customer-driven product management system that empowers teams to get the right products to market, faster.

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Rhythm logo

Cloud-based strategic business planning solution

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Rhythm Systems is a cloud-based strategy execution solution which helps users review & implement business strategies based on weekly, quarterly & annual progress. Its company performance dashboard provides visibility into problem areas, allowing businesses to mobilize resources to address loopholes.

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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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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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Starfish logo

Streamlining finances, upping small biz profits.

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Starfish is an AI-powered software solution dedicated to helping small businesses make sense of their costs and streamline their financial management. By providing robust cost analysis, benchmarking, and innovative strategies to reduce expenses, it allows businesses to improve their bottom line.

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Valsight logo

Get insights into the future. Act on them, right now.

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Valsight stands for a new kind of corporate management: agile business performance management. With Valsight, you can simulate scenarios and financial models easily and spontaneously. This means making better management decisions faster.

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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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LivePlan logo

Business planning & performance management software

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LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

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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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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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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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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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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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HannaH logo
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Intuitive & easy-to-use financial planning software

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HannaH is an intuitive and easy-to-use software for financial planning, funding, and liquidity tests, compliant with CSA standards. It generates reports for CSA, notaries, and banks, offering 1-20 year projections. Users can import data from Excel, benefit from automated calculations, and model different scenarios with customizable inputs. HannaH features a user-friendly interface, context-help, and unlimited phone support, trusted by over 750 accounting firms.

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Modeliks logo

Business & financial planning software for SMEs

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Modeliks is a business planning software for startup & SMES. Create investor-ready pitch decks, bankable business plan, build accurate financial plans, automated dashboards & investor reports.

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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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STRATWs ONE logo

Cloud-based business performance management software

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STRATWs ONE is a cloud-based strategic management software designed to help businesses track and measure organizational performance according to defined goals and objectives. Managers can monitor employees’ performance through analytical reports and consolidate data from different sources to facilitate decision-making processes.

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Vizologi logo

Boost your business strategy

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Get AI-generated answers to all your business questions about companies, markets, and trends driving transformational change

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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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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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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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