# Best Business Plan Software - Page 3 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Business plan software is used to create, manage, and share business plans for new companies or investments. This type of software helps users identify goals, strategies, and financial needs required to start a new business or launch a major project. A business plan should also describe the opportunities and risks related to the new company or project. Business plan software is used mostly by entrepreneurs who are starting a new company and in need of external investments. It can also be used by employees seeking funding for new projects. This type of software should not be confused with strategic planning software, which is used for ongoing strategic operations. Strategic planning comes after a business plan has been implemented successfully. Business plan software may integrate with [accounting software](https://www.g2.com/categories/accounting) to generate financial statements or with [document generation software](https://www.g2.com/categories/document-generation) to create documentation for investors. To qualify for inclusion in the Business Plan category, a product must: - Provide templates and business plan samples that can be customized by users - Allow users to easily modify business plans by using features such as drag and drop - Include functionality to customize business plans for branding purposes - Help users define, and estimate the impact of, goals, opportunities, and risks - Generate documentation related to a business plan, such as financial statements ## G2 Grid® for Business Plan Software ![G2 Grid® for Business Plan Software plotting products by satisfaction and market presence](https://www.g2.com/categories/business-plan/grids.png?focus%5B%5D=14841&focus%5B%5D=1362942&focus%5B%5D=85692&focus%5B%5D=1335216&focus%5B%5D=155170) 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) ## How Many Business Plan Software Products Does G2 Track? **Total Products under this Category:** 53 ### Category Stats (Jul 2026) - **Average Rating**: 4.67/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: LivePlan (+1.49%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month *Last updated: July 17, 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 - 53+ 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. ## Which Business Plan Software Is Best for Your Use Case? - **Leader:** [LivePlan](https://www.g2.com/products/liveplan/reviews) - **Easiest to Use:** [Upmetrics](https://www.g2.com/products/upmetrics/reviews) - **Top Trending:** [Upmetrics](https://www.g2.com/products/upmetrics/reviews) - **Best Free Software:** [Modeliks](https://www.g2.com/products/modeliks/reviews) --- **Sponsored** ### ManageEngine ADManager Plus ADManager Plus is an identity governance and administration (IGA) solution that simplifies identity management, ensures security, and improves compliance. With ADManager Plus, manage the user life cycle from provisioning to deprovisioning, run access certification campaigns, orchestrate identity management across enterprise applications, and protect data on your enterprise platforms with regular backups. The solution provides comprehensive identity risk assessment and proactive management of your organization's risk exposure by highlighting potential security vulnerabilities and visualizing attack paths to privileged entities. This enables IT teams to prioritize remediation efforts and strengthen their security posture before threats can be exploited. Use over 200 reports to gain valuable insights into identities and their access rights, and leverage customizable dashboards and scheduled report generation for continuous monitoring. The platform supports compliance frameworks including the GDPR and HIPAA through automated audit trails and detailed access reviews. Improve the efficiency of your IGA operations with workflows, automations, and role-based access control policies. Built-in templates streamline common tasks while multi-stage approval workflows ensure proper oversight of critical changes. ADManager Plus' Android and iOS applications help with on-the-go AD and Microsoft Entra ID management, enabling administrators to respond quickly to urgent requests. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2324&secure%5Bchosen_at%5D=2026-07-17T17%3A34%3A25Z&secure%5Bdisplayable_resource_id%5D=1403&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=5689&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5689&secure%5Bresource_id%5D=2324&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbusiness-plan%3Fpage%3D3&secure%5Btoken%5D=05ebb299d4f38b6cfe5c4dac067c17600954f92cc296855477d8d43256ffcb7b&secure%5Burl%5D=https%3A%2F%2Fwww.manageengine.com%2Fproducts%2Fad-manager%2Fsem%2Funified-iam-solution.html%3Futm_source%3DG2%26utm_medium%3Dtpac%26utm_campaign%3DADMP-servicenow&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Business Plan Software Products in 2026? ### 1. [StratPad](https://www.g2.com/products/stratpad/reviews) Subscribe to StratPad for full access to our top-rated business planning software, learn strategies on how to boost your business, watch video tutorials on how to run your business profitably, download our small business tool kit and connect with professional business coaches, lenders, bookkeepers and other business professionals. **Who Is the Company Behind StratPad?** - **Seller:** [StratPad](https://www.g2.com/sellers/stratpad) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 2. [TheBizPlanner](https://www.g2.com/products/thebizplanner/reviews) TheBizPlanner is a comprehensive business planning and investment management software designed to assist entrepreneurs and organizations in creating detailed business plans, managing investor relations, and optimizing investment strategies. With its user-friendly interface, TheBizPlanner enables users to develop professional business profiles, set and track goals, and collaborate effectively with team members. The platform offers a range of customizable templates and advanced analytics tools, providing real-time insights into market trends and financial performance. By integrating various functionalities into a single platform, TheBizPlanner streamlines workflows, enhances decision-making processes, and supports businesses in achieving their strategic objectives. Key Features and Functionality: - Business Profiling: Quick worksheets to outline and refine business ideas, facilitating clear communication with potential investors and partners. - Business Planning: Comprehensive templates to develop detailed business plans, including financial projections and strategic goals. - Investor Management: Tools to manage relationships with investors, track interactions, and generate reports. - Collaboration Tools: Features such as task assignment and in-app chat to enhance team communication and productivity. - Financial Modeling and Analysis: Advanced analytics to monitor financial performance, assess market trends, and make informed investment decisions. - Document Management: Secure storage and organization of business-related documents, including legal agreements and financial statements. - Dashboard and Reporting: Customizable dashboards to visualize key performance indicators and generate comprehensive reports. Primary Value and Solutions Provided: TheBizPlanner addresses the challenges of business planning and investment management by offering an integrated platform that combines multiple essential functions. It simplifies the process of creating and managing business plans, enhances collaboration among team members, and provides tools for effective investor relations. By offering real-time insights and analytics, TheBizPlanner empowers users to make data-driven decisions, optimize investment strategies, and achieve better financial outcomes. Its comprehensive feature set and user-friendly design make it a valuable tool for startups, small businesses, and mid-sized enterprises aiming to streamline their operations and drive growth. **Who Is the Company Behind TheBizPlanner?** - **Seller:** [TheCapitalNet](https://www.g2.com/sellers/thecapitalnet) - **Year Founded:** 2018 - **HQ Location:** Menlo Park, US - **LinkedIn® Page:** https://www.linkedin.com/company/thecapitalnet (12 employees on LinkedIn®) ### 3. [ValidMyIdea](https://www.g2.com/products/validmyidea/reviews) ValidMyIdea is an AI-powered business idea validation platform that delivers enterprise-grade analysis reports in under 4 minutes. Founders and product teams describe their B2B SaaS or enterprise software concept and receive a comprehensive analysis covering 7 business-critical dimensions: market sizing (TAM/SAM/SOM), competitor SWOT, B2B sales cycle assessment, CAC/LTV unit economics, pricing model fit, competitive moat analysis, and a clear Go/No-Go recommendation. Built for B2B SaaS founders, product managers, and innovation teams validating enterprise software concepts. The platform includes a dedicated B2B SaaS validation workflow covering sales motion assessment, unit economics modeling, and moat analysis. Reports export to PDF for sharing with stakeholders or investors. Free credits available on signup—no credit card required. **Who Is the Company Behind ValidMyIdea?** - **Seller:** [ValidMyIdea](https://www.g2.com/sellers/validmyidea) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ## What Is Business Plan Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance)