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Business Plan Software with Project Management (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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36 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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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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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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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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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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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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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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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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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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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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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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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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Mission Control logo

Leading PSA and Project Management SaaS

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Mission Control is a project management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives.

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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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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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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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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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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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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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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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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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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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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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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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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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