--- title: "Best Business Plan Financial Modeling Software | Capterra" description: "Find the best Business Plan Financial Modeling Software. Compare top solutions rated by real users on Capterra." source_url: "https://www.capterra.com/business-plan-software/features/financial-modeling/" page_type: "feature" language: "en" --- # Best Business Plan Financial Modeling Software Showing 10 of 48 products. ## [LivePlan](https://www.capterra.com/p/142049/LivePlan/) Rating: 4.5 out of 5 (200 reviews) Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Available - Competitive Analysis: Not available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Available - Goal Setting/Tracking: Available - Progress Tracking: Available - Step-by-Step Wizard: Available Likelihood to recommend: 81% of reviewers --- ## [Aha!](https://www.capterra.com/p/144020/Aha/) Rating: 4.7 out of 5 (565 reviews) Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans. ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Available - Competitive Analysis: Not available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Not available - Goal Setting/Tracking: Available - Progress Tracking: Available - Step-by-Step Wizard: Available Likelihood to recommend: 88% of reviewers --- ## [Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/) Rating: 4.9 out of 5 (120 reviews) Upmetrics is an AI-powered platform for creating business plans, financial forecasts, pitch decks, and long-term strategies. ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Available - Competitive Analysis: Available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Available - Goal Setting/Tracking: Available - Progress Tracking: Available - Step-by-Step Wizard: Available Likelihood to recommend: 93% of reviewers --- ## [STRATWs ONE](https://www.capterra.com/p/197505/STRATWs-ONE/) Rating: 4.5 out of 5 (94 reviews) STRATWS One helps companies to collect and consolidate data in KPIs and empowers managers to act when results are below the target. ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Not available - Competitive Analysis: Not available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Not available - Goal Setting/Tracking: Available - Progress Tracking: Available - Step-by-Step Wizard: Not available --- ## [IdeaBuddy](https://www.capterra.com/p/204342/IdeaBuddy/) Rating: 4.7 out of 5 (83 reviews) IdeaBuddy is an all-in-one business planning software, powered by AI that helps entrepreneurs turn their ideas into reality. ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Available - Competitive Analysis: Available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Available - Goal Setting/Tracking: Not available - Progress Tracking: Available - Step-by-Step Wizard: Available --- ## [ClearPoint Strategy](https://www.capterra.com/p/135495/ClearPoint-Strategy/) Rating: 4.8 out of 5 (53 reviews) ClearPoint Strategy software automates strategy planning and reporting processes to transform the way organizations manage performance. ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Available - Competitive Analysis: Not available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Available - Goal Setting/Tracking: Available - Progress Tracking: Available - Step-by-Step Wizard: Not available --- ## [ProAI](https://www.capterra.com/p/10015276/ProAI/) Rating: 4.8 out of 5 (53 reviews) ProAI is an AI-powered business creation platform that takes entrepreneurs from business idea to funded operations faster than ever.  ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Available - Competitive Analysis: Available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Available - Goal Setting/Tracking: Available - Progress Tracking: Available - Step-by-Step Wizard: Available --- ## [Valutico](https://www.capterra.com/p/217974/Valutico/) Rating: 4.4 out of 5 (38 reviews) Valutico is the world’s leading valuation platform, allowing you to value a business in minutes. ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Available - Competitive Analysis: Available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Not available - Goal Setting/Tracking: Not available - Progress Tracking: Not available - Step-by-Step Wizard: Available --- ## [Intecplan](https://www.capterra.com/p/249743/Intecplan/) Rating: 4.9 out of 5 (36 reviews) Business Plan Software. Generate the financial forecast and the first written version of the project. 5 languages ### Business Plan features reviewers most value - Budgeting/Forecasting: Available - Collaboration Tools: Not available - Competitive Analysis: Available - Data Visualization: Not available - Financial Modeling: Available - Financial Reporting: Available - Goal Setting/Tracking: Not available - Progress Tracking: Not available - Step-by-Step Wizard: Available --- ## [Bizplan](https://www.capterra.com/p/145819/Bizplan/) Rating: 4.4 out of 5 (20 reviews) A modern business planning platform for entrepreneurs, startups, and small businesses. ### Business Plan features reviewers most value - Budgeting/Forecasting: Not available - Collaboration Tools: Available - Competitive Analysis: Not available - Data Visualization: Available - Financial Modeling: Available - Financial Reporting: Not available - Goal Setting/Tracking: Not available - Progress Tracking: Available - Step-by-Step Wizard: Available --- ## 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 (48) 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/)[For Small Businesses](https://www.capterra.com/business-plan-software/s/small-businesses/)