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Business Plan Software with Goal Setting/Tracking (2026)

Last updated: February 2026

Business Plan Software Key Features

    Based on 696 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

  • Reporting & Statistics

    Collection, analysis & representation of numerical data and generation of reports to understand various patterns

    Average user rating

    4.6
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48 software options

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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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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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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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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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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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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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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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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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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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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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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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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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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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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Maus logo

Cloud-based platform for strategic planning.

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Maus is a cloud-based strategic planning platform that helps small and midsize companies plan, implement, and track business strategies. The solution offers features such as financial analysis, business planning, and exit succession planning to help businesses create and measure their strategies for growth. Additionally, it provides a unified interface that allows users to generate reports and view business performance.

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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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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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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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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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QVANTUM logo

Cloud platform for agile, collaborative & scalable planning

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QVANTUM is a cloud-based business planning solution helping companies create and manage agile, collaborative, integrated, and scalable planning processes. The plattform for transparent, integrated, easy-to-use, and scalable planning.

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