getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Business Plan Software with Task Management (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
1 filter applied

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

38 software options

Upmetrics logo

Upmetrics

Business plan software with AI assistance.

visit website
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.

Read more about Upmetrics

Users also considered
Aha! logo

Aha!

Platform for strategic product roadmapping

visit website
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.

Read more about Aha!

Users also considered
Maus logo

Maus

Cloud-based platform for strategic planning.

learn more
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.

Read more about Maus

Users also considered
ClearPoint Strategy logo

ClearPoint Strategy

The world’s first integrated Strategic Plan reporting system

learn more
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.

Read more about ClearPoint Strategy

Users also considered
Jira logo

Jira

Project management and work tracking software

learn more
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.

Read more about Jira

Users also considered
TheBizPlanner logo

TheBizPlanner

End-to-end productivity software for Business Planning

learn more
Public Profile, Export Pitch Deck, and Selective Share

Read more about TheBizPlanner

Users also considered
Business Base logo

Business Base

Business management software for strategic planning

learn more
Business Base is business management software that helps businesses set, measure, and execute their goals while supporting their day-to-day operations.

Read more about Business Base

Users also considered
Supernova logo

Supernova

Business plan software for everyone

learn more
Supernova is a cloud-based solution that allows users to find their business model and build their pro forecast without any financial skills.

Read more about Supernova

Users also considered
Amplon logo

Amplon

Amplon is hoshin kanri software for strategy execution

learn more
With Amplon, organizations can benefit from a new level of transparency that has a proven impact on employee engagement.

Read more about Amplon

Users also considered
Vistaly logo

Vistaly

Cloud-based product roadmap solution for teams.

learn more
Vitaly offers a cloud-based product roadmap solution for businesses to manage connections between business metrics and opportunities on a visual map.

Read more about Vistaly

Users also considered
Quantive StrategyAI logo

Quantive StrategyAI

Quantive StrategyAI — Strategic agility for today’s world.

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

Read more about Quantive StrategyAI

Users also considered
Miivo logo

Miivo

(0)

Business plan software

learn more
Miivo is an AI-based business intelligence platform that helps founders and growing teams track financial performance, uncover profit leaks, and implement data-driven decisions through real-time dashboards and insights.

Read more about Miivo

Users also considered
Zoho Tables logo

Zoho Tables

Task management and collaboration software

learn more
With Zoho Tables, you can elevate your collaborative efforts, enhance productivity, and simplify work management.

Read more about Zoho Tables

Users also considered
Corvus Link logo

Corvus Link

AI and automation platform for business growth

learn more
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.

Read more about Corvus Link

Users also considered
HabitStack logo

HabitStack

(0)

Push forward your key goals even though you're busy.

learn more
HabitStack is a goal execution system designed for busy leaders who want to push forward important goals even though they're extremely busy.

Read more about HabitStack

Users also considered
Strategic Product Management logo

Strategic Product Management

(0)

Product management dashboard for strategic planning

learn more
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.

Read more about Strategic Product Management

Users also considered
Mission Control logo

Mission Control

Leading PSA and Project Management SaaS

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

Read more about Mission Control

Users also considered
Ideagen Healthcare Guardian logo

Ideagen Healthcare Guardian

Your partner in patient safety and quality assurance

learn more
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.

Read more about Ideagen Healthcare Guardian

Users also considered
Growth Forge logo

Growth Forge

Business Strategy Modeling & Analysis

learn more
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.

Read more about Growth Forge

Users also considered
accoPLANNING logo

accoPLANNING

(0)

Planning, forecasting and budgeting software

learn more
accoPLANNING is a planning, forecasting, and budgeting software that utilizes Power BI to help users analyse data.

Read more about accoPLANNING

Users also considered
SharpCloud logo

SharpCloud

Make data compelling, not complex.

learn more
Data visualization software that transforms business data into engaging visual stories, helping you make smarter strategic decisions.

Read more about SharpCloud

Users also considered
AchieveIt logo

AchieveIt

Planning and Execution Software to help you Achieve more

learn more
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.

Read more about AchieveIt

Users also considered
BizPlanBuilder logo

BizPlanBuilder

Business plan solution for raising capital

learn more
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.

Read more about BizPlanBuilder

Users also considered
Klyck logo

Klyck

Everything in one place for documents in motion

learn more
Klyck is a modern AI-powered content and document management platform with a Netflix-style library, Amazon-like filters, and workflows.

Read more about Klyck

Users also considered
STRATWs ONE logo

STRATWs ONE

Cloud-based business performance management software

learn more
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.

Read more about STRATWs ONE

Users also considered