Best Business Plan Software

How Many Business Plan Software Products Does G2 Track?

Total Products under this Category: 68

Category Stats (Sep 2026)

  • Average Rating: 4.66/5 The average rating of products in this category, based on all submitted ratings

Last updated: September 18, 2026

How Does G2 Rank Business Plan Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 100+ Authentic Reviews
  • 68+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Business Plan Software

G2 Grid® for Business Plan Software plotting products by satisfaction and market presence

Highlighted products: LivePlan, Bizplanr, Upmetrics, Modeliks, and Cuttles.

Underlying data: [Grid® JSON](https://www.g2.com/categories/business-plan/grids.json?focus%5B%5D=liveplan&focus%5B%5D=bizplanr&focus%5B%5D=upmetrics&focus%5B%5D=modeliks&focus%5B%5D=cuttles)

LivePlan

LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence.

Average Rating: 4.3/5.0

Total Reviews: 47

Who Is the Company Behind LivePlan?

  • Seller: Palo Alto Software
  • Year Founded: 1988
  • HQ Location: Eugene, OR
  • Twitter: @paloaltosoft
    659 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    58 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 83% Small, 6% Large

What Are Recent G2 Reviews of LivePlan?

What Are G2 Users Discussing About LivePlan?

Bizplanr

Bizplanr.ai is an automated AI-powered business plan generator revolutionizing business planning for new-age entrepreneurs. This free tool simplifies the creation of traditional business plans with its modern approach to planning. The process is simple: Answer a few simple questions about your business idea. AI will use your response to generate a comprehensive plan. Once you're done, review, download, and share it with anyone. It takes Bizplanr less than 10 minutes to outlay a perfect plan. Whether you’re a startup validating your business idea, looking to raise funds, or planning a launch, Bizplanr.ai is a go-to solution for startups. Even business students can use the free tool to streamline project work and finish college assignments and presentations before the deadline, ensuring a comprehensive learning experience. Bizplanr.ai is 100% free to use. However, you can explore our premium offerings for advanced business and financial planning.

Average Rating: 4.9/5.0

Total Reviews: 10

Who Is the Company Behind Bizplanr?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 90% Small, 10% Medium

What Are Recent G2 Reviews of Bizplanr?

Upmetrics

Upmetrics is an AI-powered business planning software that helps entrepreneurs and small business owners create professional business plans, forecast finances, and plan their next steps with greater clarity. With the Upmetrics AI Business Plan Generator, you can build and refine each section of your plan with step-by-step guidance, AI-assisted writing, industry research, and 400+ sample business plans for reference. Upmetrics isn’t limited to writing business plans. You can also create financial forecasts, prepare budgets, test different scenarios, build pitch decks, and work on your business strategy using 50+ strategic planning canvases. Its financial forecasting tools help you project revenue, expenses, profit, and cash flow without having to build complex spreadsheets from scratch. Teams can also collaborate on plans, share feedback, and keep their planning work organized in one place. Used by more than 110K entrepreneurs worldwide, Upmetrics brings business planning, financial forecasting, strategic planning, and pitch deck creation together in one platform, making it easier to handle more of your business planning in one place.

Average Rating: 4.7/5.0

Total Reviews: 29

Who Is the Company Behind Upmetrics?

  • Seller: Upmetrics
  • Year Founded: 2019
  • HQ Location: 1301 N Broadway STE 32302 Los Angeles, CA 90012
  • Twitter: @upmetrics
    186 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 86% Small, 14% Medium

What Do G2 Reviewers Say About Upmetrics?

AI-generated summary from verified user reviews

Pros
  • Users find Upmetrics to have ease of use, making business planning straightforward and organized.
  • Users value the advanced forecasting tools of Upmetrics, which simplify financial planning and enhance decision-making.
  • Users find Upmetrics incredibly time-saving, streamlining business planning and allowing focus on other important tasks.
  • Users value the incredible customer support of Upmetrics, praising their quick and efficient responses to inquiries.
  • Users appreciate the financial management features of Upmetrics, simplifying projections and enhancing goal organization for freelancers.
Cons
  • Users desire more business templates and customization options for enhanced design capabilities in Upmetrics.
  • Users express frustration over affordability issues, as AI Assistant is limited to premium users only.
  • Users desire improved integration with Quickbooks to enhance financial data accuracy and forecasting capabilities.
  • Users express a need for more integrations with accounting software to enhance Upmetrics' usability.
  • Users express a desire for more comprehensive documentation to enhance their understanding and utilization of Upmetrics.

What Are Recent G2 Reviews of Upmetrics?

What Are G2 Users Discussing About Upmetrics?

Modeliks

All-in-one forecasting, budgeting, reporting and business planning solution. Planning and reporting, simplified and automated. Modeliks is a Business Planning, Financial Modelling & Reporting Software for SMEs and Startups (https://www.modeliks.com). It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. What do you get from using Modeliks? Financial Planning Build accurate, driver based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data driven and informed decisions. Business Planning Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates by industry. Features: Financial Planning - Automated & error free forecasting - By business unit, department, geography, project, store, etc. - Automated financial statements (P& Balance Sheet, Cashflow) - Consolidate to total company; Allocate costs to operating units - Financial model templates by industry - Advanced, driver based planning - Scenario planning Reporting - Automated performance tracking - Actual vs Plan vs Previous Periods reporting - By business unit, department, geography, project, store, etc. - Variance analysis, Custom dashboards & KPIs, Ratios - Management reports to explain the reasons behind the variances - Quickbooks integration or upload trial balance from excel Business Plan & Pitch Deck Creator - AI powered business plan creator - Professional pitch deck templates - Step by step guidance - Integrated financials - Collaborate, export share with anyone

Average Rating: 4.9/5.0

Total Reviews: 18

Who Is the Company Behind Modeliks?

Who Uses This Product?

  • Company Size: 83% Small, 17% Medium

What Are Recent G2 Reviews of Modeliks?

Cuttles

Cuttles is a fully interactive and guided pitch and business plan software that helps entrepreneurs build, understand and grow their business. The web app has all the features and in-app guides you need to create a startup pitch, write a business plan, define a startup team, do budgets and financial projections. It’s simpler, faster and more impactful than ever to start a business.

Average Rating: 4.4/5.0

Total Reviews: 10

Who Is the Company Behind Cuttles?

  • Seller: Cuttles
  • Year Founded: 2019
  • HQ Location: Copenhagen, DK
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 90% Small

What Are Recent G2 Reviews of Cuttles?

What Are G2 Users Discussing About Cuttles?

ProAI

ProAI is a sophisticated AI-powered business planning and consulting platform designed to assist both aspiring and current business owners in navigating the complexities of business development. This innovative solution provides users with the tools necessary to transform their ideas into actionable plans, enabling them to secure funding and establish a strong market presence efficiently. By offering a suite of features that includes strategic business plans, pitch decks, financial forecasts, and market research reports, ProAI simplifies the often daunting process of business planning. Targeted primarily at entrepreneurs, startups, and small business owners, ProAI caters to individuals who may lack extensive experience in business development or those looking to streamline their existing processes. The platform is particularly beneficial for users seeking funding, as it guides them through each step of the funding process, ensuring that they present their ideas in a compelling and professional manner. This makes ProAI an invaluable resource for those looking to make informed decisions and enhance their chances of securing financial backing. One of the standout features of ProAI is its ability to leverage advanced AI technology to streamline complex business processes. By providing access to high-quality tools that were once exclusive to enterprise-level companies, ProAI democratizes business planning, making it accessible and affordable for smaller organizations. The platform's dedicated AI business advisor is available 24/7, offering continuous support and guidance, which is particularly advantageous for users who may need immediate assistance or insights. ProAI also emphasizes data-driven decision-making, allowing users to craft compelling business proposals backed by real-time data integration. This feature enables entrepreneurs to benchmark their performance against industry standards, ensuring that their strategies are not only innovative but also competitive. Additionally, the customizable, questionnaire-driven approach of ProAI allows users to tailor their business plans to their specific needs, further enhancing the platform's usability and effectiveness. In summary, ProAI stands out in the business planning category by combining cutting-edge AI technology with user-friendly features that cater to the unique needs of entrepreneurs and small business owners. By providing a comprehensive suite of tools and resources, ProAI empowers users to achieve their business goals more efficiently and effectively, ultimately paving the way for long-term success.

Average Rating: 4.9/5.0

Total Reviews: 8

Who Is the Company Behind ProAI?

  • Seller: ProAI
  • Year Founded: 2023
  • HQ Location: Lincoln, NE
  • Twitter: @JoinProAI
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 75% Small, 25% Medium

What Are Recent G2 Reviews of ProAI?

Strategyzer

Practical tools to help you understand customers, design better value propositions, and find the right business model.Strategyzer makes it easy for anybody to rapidly sketch business model ideas with the business model canvas and the value proposition canvas. Work on business models together with your team, clients, board, or anyone else. Test the rough numbers of your business model to quickly find out if your idea is worth pursuing.

Average Rating: 3.8/5.0

Total Reviews: 7

Who Is the Company Behind Strategyzer?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Strategyzer?

Growth Forge

Growth Forge® is a SaaS platform for enterprise innovation portfolio management — giving innovation leaders a single integrated methodology, configurable evaluation criteria per portfolio, comparable financial models across projects, and portfolio-level visibility. It replaces the fragmented patchwork of PowerPoint templates and Excel models most innovation teams end up cobbling together. Growth Forge operationalizes BRI Associates' integrated synthesis of established strategy and innovation frameworks — Hambrick's Strategy Diamond, Moore's whole product concept and Zone to Win, Christensen's Resources/Processes/Priorities, Tushman's ambidextrous organization, Bain/Zook's core-vs-adjacency, Osterwalder's Business Model Canvas, IDEO's Desirability/Feasibility/Viability, and the iterative family (Lean Startup, Design Thinking, Discovery-Driven Planning, Stage-Gate, Agile) — all designed for product and new-business strategy development. The platform supports the full inner loop and outer loop of innovation: defining and refining strategy hypotheses, exposing the critical assumptions that make or break new ventures, evaluating across desirability, feasibility, and viability, and progressing through stage-gated investment decisions with the four canonical outcomes — Continue, Pivot, Pause, Stop. Built on BRI Associates' decades of practitioner experience in corporate innovation and new business development, originating in Intel's New Business Incubator. Designed for enterprise innovation leaders, portfolio managers, and the consultants and partners who advise them.

Average Rating: 4.8/5.0

Total Reviews: 8

Who Is the Company Behind Growth Forge?

  • Seller: BRI
  • Year Founded: 2017
  • HQ Location: Portland, US
  • Twitter: @BRI_Associates
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 38% Small, 38% Medium

What Do G2 Reviewers Say About Growth Forge?

AI-generated summary from verified user reviews

Pros
  • Users value the effective project management tools in Growth Forge, enhancing risk tracking and time-to-market efficiency.
  • Users value the depth of data visualization in Growth Forge, enhancing their understanding and decision-making for ventures.
  • Users value the wealth of information and practical guidance in Growth Forge, enhancing their venture's potential.
  • Users value the wealth of information in Growth Forge, appreciating its step-by-step practical guide for ventures.
  • Users appreciate the effective OKR management of Growth Forge, enhancing their ability to track risks and accelerate progress.
Cons
  • Users note a difficult learning curve for Growth Forge, requiring patience to fully leverage its innovative potential.
  • Users notice a steep learning curve, requiring time to master the vocabulary and maximize the product's benefits.

What Are Recent G2 Reviews of Growth Forge?

Maus

Strategic Planning and execution that multiplies business value. Maus is an all-in-one platform for strategic, financial, and exit planning that turns big ideas into action. In one easy-to-use platform, you can plan, implement, measure and grow your business. It’s not enough to simply create a plan. With Maus, you can turn your strategy into the roadmap for success while aligning with your financial and business value goals

Average Rating: 4.8/5.0

Total Reviews: 4

Who Is the Company Behind Maus?

  • Seller: MAUS Software
  • Year Founded: 1990
  • HQ Location: Land O' Lakes, US
  • Twitter: @MAUS_Software
    200 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Maus?

AI-generated summary from verified user reviews

Pros
  • Users value the comprehensive platform of MAUS Hub, which simplifies strategic and financial planning in business management.
  • Users appreciate the ease of use of MAUS Hub, simplifying strategic and financial planning effectively.
  • Users value the easy setup of Maus Hub, which simplifies business management and enhances planning efficiency.
  • Users value the efficiency of MAUS Hub in simplifying business management and enhancing strategic financial planning.
  • Users value the comprehensive platform of MAUS Hub, as it simplifies strategic and financial planning for business management.
Cons
  • Users express concerns about the affordability issues with Maus, particularly due to the absence of a free trial.
  • Users find the product expensive without a free trial, making financial commitment challenging for potential buyers.
  • The learning curve of Maus can be challenging for new users, hindering their ability to utilize its features fully.
  • Users find the steep learning curve challenging, making it difficult to utilize Maus's full capabilities effectively.

What Are Recent G2 Reviews of Maus?

What Are G2 Users Discussing About Maus?

Predict Growth

Predict Growth: The Co-Pilot Every Founder Deserves As a founder, your time is everything. Juggling disconnected tools, messy docs, and endless drafts isn’t just frustrating—it’s holding you back. That’s where Predict Growth steps in. We’re the digital co-pilot every founder needs, bringing your business planning, pitch deck creation, and investor data room into one simple, structured platform. No fluff, no extra clicks—just everything you need to move fast, stay organized, and tell your story like a pro. 🥳 Why Founders Choose Predict Growth 💡Turn Ideas into Action: Nail your business plan with guided frameworks that help you document your strategy, validate your vision, and focus on what matters most. 💡 Master the Art of the Pitch: Whether you’re raising seed or Series A, our storytelling tools and stage-specific templates make building your pitch deck seamless, impactful, and ready to wow investors. 💡 Be Investor-Ready Anytime: Keep your business plans, decks, and collateral in a clean, secure data room. No more scrambling when it’s time to share—your best foot is always forward. 💡 One Platform, Zero Stress: From business planning to investor updates, we eliminate the chaos of scattered tools so you can spend less time on admin and more on building your dream. 🚀 We know the founder’s journey—it’s why we built Predict Growth. Our platform isn’t just another tool; it’s your digital co-pilot, empowering you to focus less on admin and more on building the future you’ve envisioned. 🤝 Let Predict Growth handle the details, so you can focus on changing the game.

Average Rating: 4.5/5.0

Total Reviews: 4

Who Is the Company Behind Predict Growth?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Predict Growth?

AI-generated summary from verified user reviews

Pros
  • Users find that Predict Growth aids in forecasting prospective areas for growth, making it essential for startup founders.
  • Users appreciate the detailed analytics of Predict Growth, which help identify blind spots in their business strategies.
  • Users appreciate the comprehensive document management of Predict Growth, aiding in understanding blind spots in their business.
  • Users find Predict Growth easy to use, highlighting its user-friendly and uncomplicated interface.
  • Users appreciate the fast implementation of Predict Growth, finding it easy and user-friendly to get started.
Cons
  • Users feel that the UI design could be better, although the functionality compensates for its shortcomings.
  • Users feel the UI could be improved, but acknowledge that functionality compensates for its shortcomings.

What Are Recent G2 Reviews of Predict Growth?

Bizplan

Startups.com is the world's largest startup platform. We help over one million startup companies find customers, funding, mentors, and world-class education. Our platform is a family of five products: Startups.com, Clarity, Fundable, Launchrock, and Zirtual.

Average Rating: 3.7/5.0

Total Reviews: 3

Who Is the Company Behind Bizplan?

  • Seller: Startups.com
  • Year Founded: 2015
  • HQ Location: Columbus, US
  • Twitter: @startupsco
    6,458 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    105 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small

What Are Recent G2 Reviews of Bizplan?

IdeaBuddy

IdeaBuddy is an innovative business planning software that helps entrepreneurs and startups develop their ideas, create a business model, validate the business concept, and make an impressive business plan. All of this comes with step-by-step guides and editable templates. The tool is simple, easy, and fun to use!

Average Rating: 4.8/5.0

Total Reviews: 3

Who Is the Company Behind IdeaBuddy?

  • Seller: IdeaBuddy
  • Year Founded: 2019
  • HQ Location: Mountain View, US
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small

What Are Recent G2 Reviews of IdeaBuddy?

What Are G2 Users Discussing About IdeaBuddy?

Vizologi

Vizologi helps you reduce the uncertainty and risk in choosing your startup's business model. It searches, analyzes and visualizes the world's collective business model intelligence to help answer your strategic questions to enter or reinvent a new market or category, and it combines the simplicity of business model canvas with the innovation power of mash-up methods. WHY? Vizologi believes in challenging the status quo. They believe in thinking differently. They believe every human is creative. HOW? Making business strategy knowledge accessible. Discovering new innovation ways to explore. Connecting data experiences to synthesize new things. WHAT? To inspire the business models not written yet. They develop tools to create better business strategies. Providing technology and data with billions of unique and creative business model combinations. Make it happen with Vizologi. Get access today! Access to premium business strategy data Reduce risks analyzing the strategies of your market niche Create unique and creative business models for your startup Best for: Innovators and strategists looking for stunning business model strategies Features, product overview: Premium business strategy data Business intelligence network Market analytics Search engine & filters Creation of companys' playlists Management of innovation portfolio Business Model Canvas design SWOT analysis Exportation and sharing of final deliverables Similar software to strategyzer and canvanizer using Business Model Canvas. Business Plan Software. Project, Portfolio & Program Management SoftwareProject Management Tools Software.

Average Rating: 4.2/5.0

Total Reviews: 3

Who Is the Company Behind Vizologi?

  • Seller: Vizologi
  • Year Founded: 2019
  • HQ Location: Alicante, ES
  • Twitter: @vizologi
    744 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Vizologi?

Bellavio

Bellavio is an AI-powered business builder that helps entrepreneurs transform ideas into investor-ready businesses. Generate business plans, financial forecasts, marketing strategies, pitch decks, and launch roadmaps in minutes.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Bellavio?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Bellavio?

Business Enabling Toolbox (B.E.T)

B.E.T is a Startup Digital Business Mentor and Manager aimed at supporting growth, profitability, and sustainability. B.E.T supports business owners with understanding the fundamentals of running a business, obtaining a tailored action plan for areas for development, streamlining operations, leverage real-time data, and drive profitability. Whether you're launching a side hustle, scaling your business, or seeking actionable insights to make smarter decisions, I provide tailored strategies and mentorship to help you succeed.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Business Enabling Toolbox (B.E.T)?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Business Enabling Toolbox (B.E.T)?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024