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Business Plan Software with Financial Reporting (2026)

Last updated: April 2026

Business Plan Software Key Features

    Based on 718 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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27 software options

Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Xero logo

Cloud-based accounting software for small businesses

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Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

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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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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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Upmetrics logo

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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Quantive StrategyAI logo

Quantive StrategyAI — Strategic agility for today’s world.

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Quantive helps organizations modernize their outdated approaches to strategic decision-making and execution to create strategic agility for today's world.

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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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ProAI logo

From Idea to Funding, faster than ever.

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ProAI is an AI-powered platform that helps current and aspiring business owners go from idea to funded operations faster than ever before by creating professional-grade strategic business plans, pitch decks, financial forecasts, and market research reports with ease. 

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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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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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ESM+Strategy logo

Strategic Planning and Balanced Scorecard Software

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Track the progress of your strategic plan with Balanced Scorecard Software, Strategy Maps, dashboards, and instantly generated exports in PDF, PPT, and Excel.

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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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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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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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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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Bizplanr logo

AI-powered professional business plan generator

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BizPlanr is an AI-powered business plan generator that allows users to easily create professional business plans. The tool provides a streamlined process, guiding users through simple questions to craft a comprehensive plan tailored to their specific business needs. BizPlanr's AI assistance saves time and effort, offering industry-specific advice to help users secure funding, validate their business idea, or launch their startup.

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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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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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Vibz logo

AI-powered business planning management platform

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Vibz is an AI-powered business planning platform that helps entrepreneurs create clear, structured business plans with market analysis, financial projections, and execution tools.

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AngelStart logo

AI financial assistant for business planning

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Angel is an AI-powered financial assistant that helps entrepreneurs create and manage business plans through natural conversation. The platform automatically generates financial forecasts including revenues, costs, margins, and cash-flow projections without requiring spreadsheet or accounting expertise. Users can connect bank accounts, track actual performance against projections, and receive intelligent insights about their financial situation.

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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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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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Action Tracker logo
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Manage, control, and monitor quality-process events

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Action Tracker software tracks quality actions and audits. The Windows module is intended for process managers and administrators, while the web module is used by operators. All collected data is centralized in a database, making every action visible.

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FoundersOrbit logo
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Cloud-based startup building solution

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FoundersOrbit is a SaaS platform designed to help entrepreneurs and startups build, validate, and scale their businesses. With a suite of AI-driven tools, FoundersOrbit enables founders to turn ideas into reality by providing all the resources they need for every stage of their startup journey. The platform includes features such as startup idea validator, business plan writer, MVP builder, investor finder, and co-founder network.

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Plan.UseWise logo
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Cloud-based planning solution for Microsoft 365

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Plan.UseWise is a cloud-based SaaS that helps businesses to efficiently plan, manage, and allocate costs across various cost centers within the organization. It is seamlessly integrated with Microsoft 365, providing a user-friendly interface and built-in collaboration features.

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