# Best Business Plan Software for Small Business

*By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*


Products classified in the overall Business Plan category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Business Plan to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Business Plan category.

In addition to qualifying for inclusion in the Business Plan Software category, to qualify for inclusion in the Small Business Business Plan Software category, a product must have at least 10 reviews left by a reviewer from a small business.






## How Many Business Plan Software Products Does G2 Track?
**Total Products under this Category:** 51

### Category Stats (Jul 2026)
- **Average Rating**: 4.67/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: LivePlan (+0.58%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month
*Last updated: July 02, 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
- 51+ 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.



## What Are the Top-Rated Business Plan Software Products in 2026?
### 1. [LivePlan](https://www.g2.com/products/liveplan/reviews)
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:** 4.2/5.0
**Total Reviews:** 37

**Who Is the Company Behind LivePlan?**

- **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software)
- **Year Founded:** 1988
- **HQ Location:** Eugene, OR
- **Twitter:** @paloaltosoft (659 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/30087/ (58 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 82% Small-Business, 8% Enterprise



#### What Are Recent G2 Reviews of LivePlan?

**"[Streamlined Business Planning, Even Across Industries](https://www.g2.com/survey_responses/liveplan-review-13027082)"**

**Rating:** 5.0/5.0 stars
*— Devki R.*

[Read full review](https://www.g2.com/survey_responses/liveplan-review-13027082)

---

**"[Streamlined Our Business Planning Collaboratively](https://www.g2.com/survey_responses/liveplan-review-13053090)"**

**Rating:** 5.0/5.0 stars
*— John P.*

[Read full review](https://www.g2.com/survey_responses/liveplan-review-13053090)

---


#### What Are G2 Users Discussing About LivePlan?

- [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for)

### 2. [Upmetrics](https://www.g2.com/products/upmetrics/reviews)
Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Writing a business plan is easier than ever with Upmetrics AI Assistant! It can help you generate text, rewrite content, shorten or expand it, and also allows you to adjust the tone. The tool simplifies writing a business plan with step-by-step guidance, 400+ sample business plans, and automated financials. Using Upmetrics to create a polished and comprehensive business plan will attract investors and encourage them to invest in your idea. Planning to expand your business? Forecast financials, prepare a budget, and make confident financial decisions with Upmetrics. Upmetrics is used by over 110K+ entrepreneurs worldwide to plan their businesses and collaborate with remote teams, working on creating growth strategies. That’s not it—the software makes it easier to keep track of your projects and customize your plans, so you spend less time planning and more focusing on your primary business objectives.


**Average Rating:** 4.7/5.0
**Total Reviews:** 29

**Who Is the Company Behind Upmetrics?**

- **Seller:** [Upmetrics](https://www.g2.com/sellers/upmetrics)
- **Year Founded:** 2019
- **HQ Location:** 1301 N Broadway STE 32302 Los Angeles, CA 90012
- **Twitter:** @upmetrics (186 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/upmetrics-co (35 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 86% Small-Business, 14% Mid-Market


#### What Are Upmetrics's Pros and Cons?

**Pros:**

- Ease of Use (8 reviews)
- Forecasting (8 reviews)
- Time-saving (4 reviews)
- Customer Support (3 reviews)
- Financial Management (3 reviews)

**Cons:**

- Limited Templates (3 reviews)
- Affordability Issues (1 reviews)
- Integration Issues (1 reviews)
- Limited Integration (1 reviews)
- Poor Documentation (1 reviews)


### What Do G2 Reviewers Say About Upmetrics?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Upmetrics' **ease of use** remarkable, benefiting from streamlined planning and integrated tools without complications.
- Users value the **advanced forecasting tools** of Upmetrics, which simplify financial planning and enhance decision-making.
- Users appreciate the **time-saving features** of Upmetrics, streamlining business planning and forecasting activities efficiently.
- Users appreciate the **incredible customer support** from Upmetrics, highlighting their quick and effective assistance during planning.
- Users value the **financial management features** of Upmetrics, streamlining projections and enhancing organization for their goals.

**Cons:**

- Users seek more **business templates** and customizable options for cover page designs to enhance their experience.
- Users find **affordability issues** with Upmetrics, as AI Assistant is limited to premium users only.
- Users express frustration over **integration issues** with QuickBooks, hindering accurate financial forecasting and data management.
- Users desire more **integration options** with accounting software to enhance their Upmetrics experience.
- Users express concern over **poor documentation** , wishing for more comprehensive guidance to enhance their experience. 

#### What Are Recent G2 Reviews of Upmetrics?

**"[Great tool for class projects](https://www.g2.com/survey_responses/upmetrics-review-11781895)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Human Resources*

[Read full review](https://www.g2.com/survey_responses/upmetrics-review-11781895)

---

**"[Made planning quick and easy](https://www.g2.com/survey_responses/upmetrics-review-11733224)"**

**Rating:** 4.5/5.0 stars
*— Bhavik B.*

[Read full review](https://www.g2.com/survey_responses/upmetrics-review-11733224)

---


#### What Are G2 Users Discussing About Upmetrics?

- [What is Upmetrics used for?](https://www.g2.com/discussions/what-is-upmetrics-used-for)

### 3. [Modeliks](https://www.g2.com/products/modeliks/reviews)
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?**

- **Seller:** [Modeliks Limited](https://www.g2.com/sellers/modeliks-limited)
- **Year Founded:** 2022
- **HQ Location:** Dublin
- **LinkedIn® Page:** https://www.linkedin.com/company/modeliks/ (11 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 83% Small-Business, 17% Mid-Market



#### What Are Recent G2 Reviews of Modeliks?

**"[Transformative experience!](https://www.g2.com/survey_responses/modeliks-review-9110419)"**

**Rating:** 5.0/5.0 stars
*— Philipp J.*

[Read full review](https://www.g2.com/survey_responses/modeliks-review-9110419)

---

**"[Scenario analyses and financial planning with Modeliks](https://www.g2.com/survey_responses/modeliks-review-9125025)"**

**Rating:** 5.0/5.0 stars
*— Aleksandra T.*

[Read full review](https://www.g2.com/survey_responses/modeliks-review-9125025)

---




## What Is Business Plan Software?

[Accounting & Finance Software](https://www.g2.com/categories/accounting-finance)