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Business Plan Software with Financial Templates (2026)

Last updated: April 2026

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26 software options

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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Aha! logo

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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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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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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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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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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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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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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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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Bizplan logo

Online Business Plan Software

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Bizplan is a modern business planning platform for entrepreneurs, startups & small businesses with a guided business plan creator & drag & drop templates

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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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iPlanner.NET logo

Your Business Plan Software Online

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iPlanner.NET Strategy Designer - to create your Annual Strategic Business Plans with your executive team

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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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Planium Pro logo

Premium Strategic Business Planning Software

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Planium Pro is a cloud-based business planning software designed to help small to medium-sized enterprises create strategic business plans. The centralized platform enables users to identify unique market opportunities, map competitor benchmarks, and test marketing strategies.

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ayeQ logo

AI-enabled RevOps to help B2B enterprises grow faster

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ayeQ's leading RevOps platform helps B2B enterprises grow faster by aligning teams around a continuously improved growth strategy.

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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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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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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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Business Plan Quick Builder logo

The AI automated business plan generator

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AI Automated business plan generator with features such as Automatic generation of plan full financial projections, income statements, cash flow and break even analysis, and unique algorithms.

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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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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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TheBizPlanner logo

End-to-end productivity software for Business Planning

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Public Profile, Export Pitch Deck, and Selective Share

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Strategic Product Management logo

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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