--- title: "Best Business Plan Software 2026 | Capterra" description: "Find the top Business Plan software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs." source_url: "https://bx-capterra-3a1tvzqg5-g2dm.vercel.app/business-plan-software/" page_type: "category" language: "en" --- # Best Business Plan Software ## LivePlan Rating: 4.5 out of 5 (200 reviews) Profile: [LivePlan](https://www.capterra.com/p/142049/LivePlan/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $20.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Strategic Planning: 4.6 rating - Budgeting/Forecasting: 4.4 rating - Customizable Reports: 4.5 rating - Performance Metrics: 4.4 rating #### Lowest rated features - Third-Party Integrations: 3.1 rating - API: 3.9 rating - Income & Balance Sheet: 4.2 rating - Data Import/Export: 4.3 rating #### Feature-related review snippet Reviewer: Eduardo J. Reviewer details: Financial Services, 1-10 employees Published: January 9, 2026 > "LivePlan delivers strong value across security value for money customer support financial planning and user interface." ### Gallery tab Ease of use: 4.5 out of 5 (200 reviews) #### Related review snippet Reviewer: Tabitha E. Reviewer details: Financial Services, Self-employed Published: May 6, 2026 > "I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand." ### Integrations tab LivePlan connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/142049/LivePlan/#integrations) #### Most popular integrations - QuickBooks Online: 4.6 rating - Xero: 4.5 rating - QuickBooks Online Advanced: 3.0 rating #### Integrations-related review snippet Reviewer: Angela A. Reviewer details: Retail, 1-10 employees Published: April 17, 2022 > "This software not only integrates with our QBO, but also by utilizing the professional advisor helped us achieve the reports/business plan we needed to present to the bank. " --- ## Jira Rating: 4.4 out of 5 (15,432 reviews) Profile: [Jira](https://www.capterra.com/p/19319/JIRA/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Jira is a project tracking software that helps agile teams plan, track, and release software through comprehensive issue management. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Robust agile management tools - Comprehensive project tracking features Cons: - Frequent bugs and technical issues - Slow performance with large data #### Starting price Starting price: $7.91 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Task Management: 4.6 rating - Reporting & Statistics: 4.8 rating - Prioritization: 4.5 rating - Activity Dashboard: 5.0 rating #### Lowest rated features - Data Visualization: 3.0 rating - Data Import/Export: 4.3 rating - Progress Tracking: 4.0 rating - Collaboration Tools: 5.0 rating #### Feature-related review snippet Reviewer: Abhi S. Reviewer details: Computer Software, 501-1,000 employees Published: September 3, 2024 > "issue tracking and user interface and ability to integrate with other tools and software further enhances its versatility." ### Gallery tab Ease of use: 4.1 out of 5 (15,432 reviews) #### Related review snippet Reviewer: Dave R. Reviewer details: Mechanical or Industrial Engineering, 11-50 employees Published: July 13, 2026 > "Its customizable workflows, issue tracking, dashboards, and collaboration features help development and IT teams stay organized while making it easy to monitor project status and ongoing work." ### Integrations tab Jira connects with 49+ software tools. [See all integrations](https://www.capterra.com/p/19319/JIRA/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Zendesk Suite: 4.7 rating - Confluence: 4.6 rating - Microsoft Outlook: 4.5 rating - Lucidchart: 4.5 rating - Hubstaff: 4.5 rating #### Integrations-related review snippet Reviewer: Denis M. Reviewer details: Financial Services, 201-500 employees Published: April 29, 2026 > "I really rely on the integrations with Confluence and GitHub - it’s incredibly helpful to see code commits or doc pages linked directly to a ticket so I don't have to go digging around." --- ## Smartsheet Rating: 4.5 out of 5 (3,531 reviews) Profile: [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Real-time team collaboration tools - Comprehensive project tracking platform Cons: - High and restrictive pricing - Performance and reliability concerns #### Starting price Starting price: $12.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Task Management: 4.9 rating - Collaboration Tools: 4.8 rating - Customizable Fields: 4.8 rating - Customizable Reports: 4.2 rating #### Lowest rated features - Data Import/Export: 3.5 rating - Activity Dashboard: 4.3 rating - API: 4.0 rating - Reporting & Statistics: 4.0 rating #### Feature-related review snippet Reviewer: Julieann L. Reviewer details: Construction, 1-10 employees Published: February 19, 2026 > "Smartsheet takes all the benefits of Excel and creates an intuitive and super-simple to use platform." ### Gallery tab Ease of use: 4.3 out of 5 (3,531 reviews) #### Related review snippet Reviewer: Matt B. Reviewer details: Broadcast Media, 1,001-5,000 employees Published: June 8, 2026 > "Smartsheet supports a wide range of use cases, from workflow automation and reporting to governance, compliance, project management, and client-facing solutions." ### Integrations tab Smartsheet connects with 69+ software tools. [See all integrations](https://www.capterra.com/p/79104/Smartsheet/#integrations) #### Most popular integrations - Google Drive: 4.7 rating - Jira: 4.4 rating - Microsoft Outlook: 4.7 rating - Tableau: 4.7 rating - Workplace from Meta: 4.4 rating - Okta: 4.7 rating #### Integrations-related review snippet Reviewer: Aditi S. Reviewer details: Marketing and Advertising, 11-50 employees Published: June 11, 2024 > "Integration with other platforms helped us to cut down a lot of extra work." --- ## Xero Rating: 4.4 out of 5 (3,312 reviews) Profile: [Xero](https://www.capterra.com/p/120109/Xero/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Xero is an online accounting software solution for small businesses, sole traders, and accountants in any industry. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Accessible and intuitive platform - Comprehensive financial oversight tools Cons: - Recurring technical glitches - Slow and inconvenient email support #### Starting price Starting price: $25.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Income & Balance Sheet: 4.8 rating - Activity Dashboard: 4.5 rating - Third-Party Integrations: 5.0 rating - Reporting & Statistics: 4.3 rating #### Lowest rated features - Data Import/Export: 4.5 rating - Financial Reporting: 4.5 rating - Task Management: 4.5 rating - Customizable Branding: 5.0 rating #### Feature-related review snippet Reviewer: Lisa P. Reviewer details: Internet, 11-50 employees Published: August 21, 2024 > "Xero's intuitive interface and seamless integration with various third-party apps make it an excellent choice for users." ### Gallery tab Ease of use: 4.4 out of 5 (3,312 reviews) #### Related review snippet Reviewer: Rebecca R. Reviewer details: Construction, 11-50 employees Published: May 26, 2026 > "I also appreciate the cloud-based access, which allows me to manage accounting from anywhere, along with the seamless bank integrations that help save time and keep records accurate." ### Integrations tab Xero connects with 141+ software tools. [See all integrations](https://www.capterra.com/p/120109/Xero/#integrations) #### Most popular integrations - Expensify: 4.5 rating - Epos Now: 3.8 rating - Harvest: 4.6 rating - ActiveCollab: 4.5 rating - Checkfront: 4.5 rating - Plooto: 4.3 rating #### Integrations-related review snippet Reviewer: Bill N. Reviewer details: Accounting, 501-1,000 employees Published: April 21, 2026 > "Its wide range of integrations also allowed us to build a connected, scalable finance system with minimal effort." --- ## Wrike Rating: 4.4 out of 5 (3,028 reviews) Profile: [Wrike](https://www.capterra.com/p/76113/Wrike/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Wrike is the AI-powered platform to turn your business plan into reality with streamlined planning and execution. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Centralized real-time team collaboration - Comprehensive project tracking tools Cons: - High and inflexible pricing structure - Frequent minor bugs and glitches #### Starting price Starting price: $10.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Third-Party Integrations: 5.0 rating - Progress Tracking: 5.0 rating - Performance Metrics: 4.0 rating - Reporting & Statistics: 4.0 rating #### Feature-related review snippet Reviewer: Ojaswini W. Reviewer details: Marketing and Advertising, 10,001+ employees Published: May 6, 2026 > "Additionally, the flexibility of the interface is a major advantage." ### Gallery tab Ease of use: 4.2 out of 5 (3,028 reviews) #### Related review snippet Reviewer: Thiago F. Reviewer details: Marketing and Advertising, 201-500 employees Published: April 21, 2026 > "It is a robust platform that helps centralize project management, improve workflow visibility, and keep teams aligned across multiple demands and deadlines." ### Integrations tab Wrike connects with 136+ software tools. [See all integrations](https://www.capterra.com/p/76113/Wrike/#integrations) #### Most popular integrations - QuickBooks Online: 4.3 rating - Microsoft Outlook: 4.3 rating - Bitbucket: 4.6 rating - Microsoft Viva Engage: 4.2 rating - Marketo Engage: 4.8 rating - Zoho Books: 4.4 rating #### Integrations-related review snippet Reviewer: Lauren P. Reviewer details: Entertainment, 501-1,000 employees Published: April 22, 2026 > "Wrike’s integrations are also a big win; being able to connect it to tools like Outlook, Teams, Box keep communication and files tied directly to the work." --- ## Aha! Rating: 4.7 out of 5 (564 reviews) Profile: [Aha!](https://www.capterra.com/p/144020/Aha/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $59.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Collaboration Tools: 4.4 rating - Strategic Planning: 4.8 rating - Prioritization: 4.5 rating - Reporting & Statistics: 4.7 rating #### Lowest rated features - Drag & Drop: 4.3 rating - Task Management: 4.3 rating - Budgeting/Forecasting: 4.0 rating - Customizable Fields: 5.0 rating #### Feature-related review snippet Reviewer: Carlie R. Reviewer details: Arts and Crafts, 1-10 employees Published: March 31, 2026 > "It's streamline interface and website made it user friendly and made the process easy and stress free" ### Gallery tab Ease of use: 4.4 out of 5 (564 reviews) #### Related review snippet Reviewer: Jerrid C. Reviewer details: Computer Software, Self-employed Published: July 27, 2026 > "Customer feedback capture is another strong area, since it helps turn customer input into roadmap items instead of letting feedback sit in emails, notes, or disconnected documents." ### Integrations tab Aha! connects with 42+ software tools. [See all integrations](https://www.capterra.com/p/144020/Aha/#integrations) #### Most popular integrations - Microsoft Word: 4.7 rating - Miro: 4.7 rating - Figma: 4.7 rating - ServiceNow: 4.5 rating - Azure DevOps: 5.0 rating - Bugzilla: 4.1 rating #### Integrations-related review snippet Reviewer: Klaus Z. Reviewer details: Information Technology and Services, 501-1,000 employees Published: February 18, 2026 > "Integrations with engineering tools like Azure DevOps help keeping track with delivery without the need to recreate everything in AHA!" --- ## Productboard Rating: 4.7 out of 5 (153 reviews) Profile: [Productboard](https://www.capterra.com/p/160651/productboard/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Productboard is the customer-driven product management system that empowers teams to get the right products to market, faster. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $25.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Not available - Goal Setting/Tracking: Available - Collaboration Tools: Available - Financial Reporting: Not available - Financial Modeling: Not available - Data Visualization: Not available - Step-by-Step Wizard: Not available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Available - Generative AI: Not available - AI Copilot: Not available #### Feature-related review snippet Reviewer: Richard S. Reviewer details: Food & Beverages, 11-50 employees Published: October 16, 2020 > "The UI is a bit funny, but once you get used to it is intuitive enough." ### Gallery tab Ease of use: 4.4 out of 5 (153 reviews) #### Related review snippet Reviewer: Rachid K. Reviewer details: Banking, 1,001-5,000 employees Published: June 7, 2024 > "The workflow management because it helps to minimize risks and eliminating repetitive tasks." ### Integrations tab Productboard connects with 17+ software tools. [See all integrations](https://www.capterra.com/p/160651/productboard/#integrations) #### Most popular integrations - Slack: 5.0 rating - Trello: 4.5 rating - Salesforce Sales Cloud: 4.4 rating - Jira: 4.0 rating - GitHub: 4.8 rating - Zendesk Suite: 4.4 rating #### Integrations-related review snippet Reviewer: Thomas B. Reviewer details: Automotive, 1-10 employees Published: February 5, 2024 > "Integration with other tools has been a great benefit." --- ## Upmetrics Rating: 4.9 out of 5 (119 reviews) Profile: [Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Upmetrics is an AI-powered business planning tool—to create business plans, prepare financial projections, and long-term strategies. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $19.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No #### Pricing review snippet Reviewer: Gaurav Y. Reviewer details: Information Technology and Services, 51-200 employees Published: May 31, 2024 > "It's worth every penny invested." ### Features tab #### Highest rated features - Strategic Planning: 4.7 rating - Income & Balance Sheet: 4.7 rating - Activity Dashboard: 4.7 rating - Financial Reporting: 4.4 rating #### Lowest rated features - Task Management: 4.4 rating - Reporting & Statistics: 4.5 rating - Goal Setting/Tracking: 4.6 rating - Collaboration Tools: 4.5 rating #### Feature-related review snippet Reviewer: Geoffroy P. Reviewer details: Biotechnology, 201-500 employees Published: June 5, 2026 > "It effectively guided me through the entire process of formalising a startup business plan, from initial structure to investor-ready narrative and financial projections." ### Gallery tab Ease of use: 4.8 out of 5 (119 reviews) #### Related review snippet Reviewer: Geoffroy P. Reviewer details: Biotechnology, 201-500 employees Published: June 5, 2026 > "I also found the financial planning tools very useful, as they are integrated directly into the business planning workflow and help maintain consistency between the narrative and financial sections." ### Integrations tab Upmetrics connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/171456/Business-Plan-Software/#integrations) #### Most popular integrations - QuickBooks Online: 5.0 rating - Xero: 4.4 rating --- ## STRATWs ONE Rating: 4.5 out of 5 (94 reviews) Profile: [STRATWs ONE](https://www.capterra.com/p/197505/STRATWs-ONE/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? STRATWS One helps companies to collect and consolidate data in KPIs and empowers managers to act when results are below the target. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: R$1500.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Available - Goal Setting/Tracking: Available - Collaboration Tools: Not available - Financial Reporting: Not available - Financial Modeling: Available - Data Visualization: Available - Step-by-Step Wizard: Not available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Not available - Generative AI: Not available - AI Copilot: Not available ### Gallery tab Ease of use: 4.2 out of 5 (94 reviews) #### Related review snippet Reviewer: Daniel H. Reviewer details: Mining & Metals, 10,001+ employees Published: March 19, 2021 > "I like stratws because all processes are centralized in a unique platform and this is a good point in Stratws" --- ## Quantive StrategyAI Rating: 4.7 out of 5 (90 reviews) Profile: [Quantive StrategyAI](https://www.capterra.com/p/156365/Gtmhub/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Quantive helps organizations modernize outdated approaches to strategic decision-making and execution to achieve strategic agility. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $9.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Available - Goal Setting/Tracking: Available - Collaboration Tools: Available - Financial Reporting: Available - Financial Modeling: Not available - Data Visualization: Available - Step-by-Step Wizard: Not available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Not available - Generative AI: Not available - AI Copilot: Not available ### Gallery tab Ease of use: 4.6 out of 5 (90 reviews) #### Related review snippet Reviewer: Peter P. Reviewer details: Information Technology and Services, 51-200 employees Published: October 16, 2020 > "It allows our teams to easily update "reflections" weekly in a way that helps with individual compliance. " ### Integrations tab Quantive StrategyAI connects with 64+ software tools. [See all integrations](https://www.capterra.com/p/156365/Gtmhub/#integrations) #### Most popular integrations - Trello: 4.5 rating - Microsoft Excel: 4.8 rating - Basecamp: 4.3 rating - Microsoft Teams: 4.5 rating - Shopify: 4.5 rating - Freshdesk: 4.5 rating #### Integrations-related review snippet Reviewer: Fabio K. Reviewer details: Translation and Localization, 51-200 employees Published: December 8, 2020 > "What I liked most, though, are the integrations with Jira and Slack." --- ## IdeaBuddy Rating: 4.7 out of 5 (83 reviews) Profile: [IdeaBuddy](https://www.capterra.com/p/204342/IdeaBuddy/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? IdeaBuddy is an all-in-one business planning software, powered by AI that helps entrepreneurs turn their ideas into reality. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $15.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Strategic Planning: 4.6 rating - Budgeting/Forecasting: 4.6 rating - Customizable Reports: 4.7 rating - Financial Modeling: 4.6 rating #### Lowest rated features - Collaboration Tools: 4.1 rating - Income & Balance Sheet: 4.4 rating - Customizable Fields: 4.4 rating - Data Import/Export: 4.3 rating #### Feature-related review snippet Reviewer: Pablo P. Reviewer details: Management Consulting, 1-10 employees Published: March 22, 2024 > "I'd just recommend multilingual UI for the platform." ### Gallery tab Ease of use: 4.7 out of 5 (83 reviews) #### Related review snippet Reviewer: Deepak G. Reviewer details: Information Technology and Services, 11-50 employees Published: May 27, 2025 > "The process flow is awesome, and AI business plan generation is helpful; it provides the minimum set of processes and tools, but needs improvement, like adding email integration etc" --- ## Business Base Rating: 4.8 out of 5 (57 reviews) Profile: [Business Base](https://www.capterra.com/p/265897/Business-Base/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Business management software designed specifically to help businesses set, measure, and execute goals while managing their day-to-day. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $10.00 Pricing details: Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Strategic Planning: 4.8 rating - Goal Setting/Tracking: 4.9 rating - Task Management: 4.9 rating - Prioritization: 5.0 rating #### Lowest rated features - Performance Metrics: 4.3 rating - Data Import/Export: 4.0 rating - Activity Dashboard: 4.9 rating - Customizable Fields: 4.9 rating #### Feature-related review snippet Reviewer: Kelvin K. Reviewer details: Financial Services, 1,001-5,000 employees Published: November 20, 2023 > "What I like most about Business Base is the intuitive UI and it provides phenomenal user experience for our customers." ### Gallery tab Ease of use: 4.7 out of 5 (57 reviews) #### Related review snippet Reviewer: Vishvesh P. Reviewer details: Health, Wellness and Fitness, 1-10 employees Published: May 7, 2026 > "It made our project management much easier and triggered the productivity of our team per day. Though it is a bit pricier and does have slight delays in customer care, the overall work cooperation is such that it is a useful tool that can be viewed as a solid and useful tool in our everyday activities." --- ## ProAI Rating: 4.8 out of 5 (53 reviews) Profile: [ProAI](https://www.capterra.com/p/10015276/ProAI/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? ProAI is an AI-powered business creation platform that takes entrepreneurs from business idea to funded operations faster than ever. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $10.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Goal Setting/Tracking: 4.9 rating - Budgeting/Forecasting: 4.6 rating - Financial Reporting: 4.4 rating - Strategic Planning: 4.5 rating #### Lowest rated features - Income & Balance Sheet: 4.3 rating - Activity Dashboard: 4.2 rating - Competitive Analysis: 3.7 rating - Step-by-Step Wizard: 3.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (53 reviews) #### Related review snippet Reviewer: Jack S. Reviewer details: Financial Services, 1-10 employees Published: November 12, 2024 > "ProAi is an app that is very useful for any entreprenuer starting up their business and seeking funding from investors or banks or shark tanks business plans created on ProAi can easily be used to raise money from crowdfunding and other median of financial resources." ### Integrations tab ProAI connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/10015276/ProAI/#integrations) #### Most popular integrations - Xero: 4.4 rating --- ## ClearPoint Strategy Rating: 4.8 out of 5 (52 reviews) Profile: [ClearPoint Strategy](https://www.capterra.com/p/135495/ClearPoint-Strategy/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? ClearPoint Strategy software automates strategy planning and reporting processes to transform the way organizations manage performance. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $50.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Prioritization: 5.0 rating #### Feature-related review snippet Reviewer: Lynsey G. Reviewer details: Hospital & Health Care, 51-200 employees Published: March 10, 2026 > "What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals." ### Gallery tab Ease of use: 4.6 out of 5 (52 reviews) #### Related review snippet Reviewer: Lynsey G. Reviewer details: Hospital & Health Care, 51-200 employees Published: March 10, 2026 > "The ability to track data, align goals, and generate professional reports has made strategic oversight much more streamlined and transparent." ### Integrations tab ClearPoint Strategy connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/135495/ClearPoint-Strategy/#integrations) #### Most popular integrations - Trello: 4.5 rating - Microsoft Excel: 3.5 rating - WordPress: 4.6 rating - Asana: 4.5 rating - Google Sheets: 4.7 rating - Google Analytics 360: 4.7 rating - monday.com AI Work Platform: 4.6 rating - Zapier: 4.7 rating - Tableau: 4.6 rating --- ## Valutico Rating: 4.4 out of 5 (38 reviews) Profile: [Valutico](https://www.capterra.com/p/217974/Valutico/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Valutico is the world’s leading valuation platform, allowing you to value a business in minutes. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Data Visualization: 4.5 rating - Financial Modeling: 4.7 rating - Competitive Analysis: 4.3 rating - Data Import/Export: 4.3 rating #### Lowest rated features - Activity Dashboard: 3.7 rating - Customizable Fields: 3.5 rating - Reporting & Statistics: 4.0 rating - Strategic Planning: 4.0 rating #### Feature-related review snippet Reviewer: Niklas M. Reviewer details: Financial Services, 11-50 employees Published: July 18, 2023 > "This valuation software stands out for its combination of precision and user-friendly interface." ### Gallery tab Ease of use: 4.5 out of 5 (38 reviews) #### Related review snippet Reviewer: Phil E. Reviewer details: Accounting, 11-50 employees Published: January 25, 2024 > "We have used the product multiple times already and have found that it provides clients with the comfort that their companies are likely to be valued a a price that is of interest to them." --- ## Intecplan Rating: 4.9 out of 5 (36 reviews) Profile: [Intecplan](https://www.capterra.com/p/249743/Intecplan/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Business Plan Software. Generate the financial forecast and the first written version of the project. 5 languages #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.9 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $290.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Gantt/Timeline View: 4.7 rating - Strategic Planning: 4.9 rating - Budgeting/Forecasting: 4.8 rating - Income & Balance Sheet: 4.6 rating #### Lowest rated features - Customizable Reports: 4.4 rating - Data Import/Export: 4.4 rating - Reporting & Statistics: 4.6 rating - Customizable Branding: 4.0 rating ### Gallery tab Ease of use: 4.9 out of 5 (36 reviews) --- ## ESM+Strategy Rating: 4.7 out of 5 (35 reviews) Profile: [ESM+Strategy](https://www.capterra.com/p/126984/ESM-Strategy/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? ESM supports beginner and advanced strategy practitioners. Our STRATEGY, OKR, CYBER, and PERFORM modules stand alone or link together. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.9 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $880.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Available - Goal Setting/Tracking: Available - Collaboration Tools: Available - Financial Reporting: Available - Financial Modeling: Not available - Data Visualization: Available - Step-by-Step Wizard: Available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Not available - Generative AI: Not available - AI Copilot: Not available ### Gallery tab Ease of use: 4.8 out of 5 (35 reviews) #### Related review snippet Reviewer: Jackie A. Reviewer details: Biotechnology, 51-200 employees Published: October 11, 2021 > "I was also part of the admin training sessions and those were very informative and covered the necessary features to support the tool in-house." ### Integrations tab ESM+Strategy connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/126984/ESM-Strategy/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Zapier: 4.7 rating --- ## Klyck Rating: 4.9 out of 5 (29 reviews) Profile: [Klyck](https://www.capterra.com/p/197116/Klyck/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Centralize policies, procedures, compliance documentation, and operational content with AI organization and governance. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.9 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $10.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Collaboration Tools: 5.0 rating #### Feature-related review snippet Reviewer: Ajit J. Reviewer details: Human Resources, 11-50 employees Published: June 24, 2024 > "Klyck's intuitive design and user-friendly interface make it accessible to users of all technical proficiency levels, allowing anyone to easily manage and share content without requiring extensive technical expertise." ### Gallery tab Ease of use: 4.7 out of 5 (29 reviews) #### Related review snippet Reviewer: Ajit J. Reviewer details: Human Resources, 11-50 employees Published: June 24, 2024 > "Klyck's intuitive design and user-friendly interface make it accessible to users of all technical proficiency levels, allowing anyone to easily manage and share content without requiring extensive technical expertise." ### Integrations tab Klyck connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/197116/Klyck/#integrations) #### Most popular integrations - Microsoft 365: 4.6 rating - Gmail: 5.0 rating - Microsoft Teams: 4.5 rating - Microsoft SharePoint: 4.4 rating - Microsoft Outlook: 5.0 rating - ChatGPT: 5.0 rating - SAP S/4HANA Cloud: 4.3 rating - Adobe Experience Manager: 4.4 rating --- ## AchieveIt Rating: 4.7 out of 5 (21 reviews) Profile: [AchieveIt](https://www.capterra.com/p/141509/AchieveIt/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Manual processes impacting execution? Leading organizations trust AchieveIt to manage and execute business plans and key initiatives #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Not available - Goal Setting/Tracking: Available - Collaboration Tools: Available - Financial Reporting: Available - Financial Modeling: Not available - Data Visualization: Available - Step-by-Step Wizard: Not available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Available - Generative AI: Not available - AI Copilot: Not available ### Gallery tab Ease of use: 4.7 out of 5 (21 reviews) --- ## Bizplan Rating: 4.4 out of 5 (20 reviews) Profile: [Bizplan](https://www.capterra.com/p/145819/Bizplan/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? A modern business planning platform for entrepreneurs, startups, and small businesses. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 3.8 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $19.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Not available - Goal Setting/Tracking: Not available - Collaboration Tools: Available - Financial Reporting: Not available - Financial Modeling: Available - Data Visualization: Available - Step-by-Step Wizard: Available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Available - Generative AI: Not available - AI Copilot: Not available ### Gallery tab Ease of use: 4.2 out of 5 (20 reviews) ### Integrations tab Bizplan connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/145819/Bizplan/#integrations) #### Most popular integrations - Xero: 4.4 rating - QuickBooks Online Advanced: 4.4 rating --- ## Causal Rating: 4.8 out of 5 (18 reviews) Profile: [Causal](https://www.capterra.com/p/217236/Causal/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Causal is the next generation business planning platform. Build complex models effortlessly and share them with interactive dashboards. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $250.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Available - Goal Setting/Tracking: Available - Collaboration Tools: Available - Financial Reporting: Available - Financial Modeling: Available - Data Visualization: Available - Step-by-Step Wizard: Not available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Not available - Generative AI: Not available - AI Copilot: Not available ### Gallery tab Ease of use: 4.5 out of 5 (18 reviews) ### Integrations tab Causal connects with 21+ software tools. [See all integrations](https://www.capterra.com/p/217236/Causal/#integrations) #### Most popular integrations - ADP Workforce Now: 4.4 rating - HubSpot CRM: 4.5 rating - Stripe: 4.6 rating - Xero: 4.4 rating - Airtable: 4.6 rating - Google Ads: 4.4 rating - Sage Intacct: 4.3 rating - Salesforce Platform: 4.4 rating - Looker: 4.5 rating --- ## Businessorter Rating: 4.9 out of 5 (17 reviews) Profile: [Businessorter](https://www.capterra.com/p/146450/Business-Sorter/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Comprehensive business planning in under 2 hours. The content is provided - simply sort through cards and identify your top priorities. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.9 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $10.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Not available - Goal Setting/Tracking: Not available - Collaboration Tools: Available - Financial Reporting: Not available - Financial Modeling: Not available - Data Visualization: Not available - Step-by-Step Wizard: Available - Progress Tracking: Not available - Competitive Analysis: Not available - Business Plan Templates: Available - Generative AI: Not available - AI Copilot: Not available --- ## Rhythm Rating: 4.6 out of 5 (16 reviews) Profile: [Rhythm](https://www.capterra.com/p/149687/Rhythm/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Rhythm software provides a competitive advantage to help high-growth companies execute and hit their strategic growth goals. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $40.00 Pricing details: Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Budgeting/Forecasting: Not available - Goal Setting/Tracking: Available - Collaboration Tools: Available - Financial Reporting: Not available - Financial Modeling: Not available - Data Visualization: Available - Step-by-Step Wizard: Not available - Progress Tracking: Available - Competitive Analysis: Not available - Business Plan Templates: Available - Generative AI: Not available - AI Copilot: Not available ### Gallery tab Ease of use: 4.4 out of 5 (16 reviews) ### Integrations tab Rhythm connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/149687/Rhythm/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Microsoft Excel: 4.8 rating - Gmail: 4.8 rating - OneDrive: 4.5 rating - QuickBooks Online: 4.3 rating - Zapier: 4.7 rating --- ## Vistaly Rating: 4.9 out of 5 (14 reviews) Profile: [Vistaly](https://www.capterra.com/p/10017044/Vistaly/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Vistaly is a customer discovery and prioritization platform for creating evidence-based roadmaps for high-performing teams. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $25.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Collaboration Tools: 5.0 rating - Prioritization: 5.0 rating - Customizable Fields: 4.5 rating - Reporting & Statistics: 4.0 rating ### Gallery tab Ease of use: 4.6 out of 5 (14 reviews) ### Integrations tab Vistaly connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/10017044/Vistaly/#integrations) #### Most popular integrations - Slack: 4.0 rating - Jira: 4.4 rating - Google Chrome: 5.0 rating --- ## Modeliks Rating: 4.9 out of 5 (13 reviews) Profile: [Modeliks](https://www.capterra.com/p/10015739/Modeliks/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? All-in-one forecasting, budgeting, reporting and business planning solution. Planning and reporting, simplified and automated. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.8 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $999.00 Pricing details: Other, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Income & Balance Sheet: 5.0 rating - Reporting & Statistics: 5.0 rating - Budgeting/Forecasting: 5.0 rating - Goal Setting/Tracking: 5.0 rating #### Lowest rated features - Performance Metrics: 5.0 rating - Strategic Planning: 5.0 rating - Collaboration Tools: 5.0 rating - Financial Modeling: 5.0 rating ### Gallery tab Ease of use: 5.0 out of 5 (13 reviews) ### Integrations tab Modeliks connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/10015739/Modeliks/#integrations) #### Most popular integrations - QuickBooks Online: 4.3 rating --- Page 1 of 3 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (95) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Budgeting/Forecasting Business Plan Templates Collaboration Tools Competitive Analysis Data Visualization Financial Modeling Financial Reporting Financial Templates Generative AI Goal Setting/Tracking Investor Management Pitch Presentation Progress Tracking Step-by-Step Wizard Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Business Management Software](https://www.capterra.com/business-management-software/)[Business Performance Management Software](https://www.capterra.com/business-performance-management-software/) I'm looking for Business Plan Software that is: [Free](https://www.capterra.com/business-plan-software/s/free/)