# Best Business Plan Software 2026 | Capterra

> 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: https://www.capterra.com/business-plan-software/s/web-based

---

# Best Business Plan Software

For more information consult our [Business Plan Buyers Guide](#buyers-guide-content)

[4.5 (199)](https://www.capterra.com/p/142049/LivePlan/reviews/)

Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. [Learn more about LivePlan](https://www.capterra.com/p/142049/LivePlan/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

81% recommend this product

[4.9 (115)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

Upmetrics is an AI-powered business planning tool—to create business plans, prepare financial projections, and long-term strategies.  [Learn more about Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

93% recommend this product

[4.7 (561)](https://www.capterra.com/p/144020/Aha/reviews/)

Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans. [Learn more about Aha!](https://www.capterra.com/p/144020/Aha/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

88% recommend this product

[## Jira](https://www.capterra.com/p/19319/JIRA/)

[4.4 (15333)](https://www.capterra.com/p/19319/JIRA/reviews/)

Jira is a project tracking software that helps agile teams plan, track, and release software through comprehensive issue management. [Learn more about Jira](https://www.capterra.com/p/19319/JIRA/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)

[4.5 (3491)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. [Learn more about Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Xero](https://www.capterra.com/p/120109/Xero/)

[4.4 (3282)](https://www.capterra.com/p/120109/Xero/reviews/)

Xero is an online accounting software solution for small businesses, sole traders, and accountants in any industry. [Learn more about Xero](https://www.capterra.com/p/120109/Xero/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Wrike](https://www.capterra.com/p/76113/Wrike/)

[4.4 (2924)](https://www.capterra.com/p/76113/Wrike/reviews/)

Wrike is a project planning platform with ready-made business templates, versatile Gantt charts, custom-built reports, and more. [Learn more about Wrike](https://www.capterra.com/p/76113/Wrike/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Productboard](https://www.capterra.com/p/160651/productboard/)

[4.7 (153)](https://www.capterra.com/p/160651/productboard/reviews/)

Productboard is the customer-driven product management system that empowers teams to get the right products to market, faster. [Learn more about Productboard](https://www.capterra.com/p/160651/productboard/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

81% recommend this product

[## STRATWs ONE](https://www.capterra.com/p/197505/STRATWs-ONE/)

[4.5 (94)](https://www.capterra.com/p/197505/STRATWs-ONE/reviews/)

STRATWS One helps companies to collect and consolidate data in KPIs and empowers managers to act when results are below the target. [Learn more about STRATWs ONE](https://www.capterra.com/p/197505/STRATWs-ONE/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Quantive StrategyAI](https://www.capterra.com/p/156365/Gtmhub/)

[4.7 (90)](https://www.capterra.com/p/156365/Gtmhub/reviews/)

Quantive helps organizations modernize outdated approaches to strategic decision-making and execution to achieve strategic agility. [Learn more about Quantive StrategyAI](https://www.capterra.com/p/156365/Gtmhub/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## IdeaBuddy](https://www.capterra.com/p/204342/IdeaBuddy/)

[4.7 (82)](https://www.capterra.com/p/204342/IdeaBuddy/reviews/)

IdeaBuddy is an all-in-one business planning software, powered by AI that helps entrepreneurs turn their ideas into reality. [Learn more about IdeaBuddy](https://www.capterra.com/p/204342/IdeaBuddy/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Business Base](https://www.capterra.com/p/265897/Business-Base/)

[4.8 (56)](https://www.capterra.com/p/265897/Business-Base/reviews/)

Business management software designed specifically to help businesses set, measure, and execute goals while managing their day-to-day. [Learn more about Business Base](https://www.capterra.com/p/265897/Business-Base/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## ProAI](https://www.capterra.com/p/10015276/ProAI/)

[4.9 (52)](https://www.capterra.com/p/10015276/ProAI/reviews/)

ProAI is an AI-powered business creation platform that takes entrepreneurs from business idea to funded operations faster than ever.  [Learn more about ProAI](https://www.capterra.com/p/10015276/ProAI/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## ClearPoint Strategy](https://www.capterra.com/p/135495/ClearPoint-Strategy/)

[4.8 (52)](https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews/)

ClearPoint Strategy software automates strategy planning and reporting processes to transform the way organizations manage performance. [Learn more about ClearPoint Strategy](https://www.capterra.com/p/135495/ClearPoint-Strategy/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Valutico](https://www.capterra.com/p/217974/Valutico/)

[4.4 (38)](https://www.capterra.com/p/217974/Valutico/reviews/)

Valutico is the world’s leading valuation platform, allowing you to value a business in minutes. [Learn more about Valutico](https://www.capterra.com/p/217974/Valutico/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Intecplan](https://www.capterra.com/p/249743/Intecplan/)

[4.9 (36)](https://www.capterra.com/p/249743/Intecplan/reviews/)

Business Plan Software with AI and Databases. Generate the financial forecast and the first written version of the project. 5 languages [Learn more about Intecplan](https://www.capterra.com/p/249743/Intecplan/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## ESM+Strategy](https://www.capterra.com/p/126984/ESM-Strategy/)

[4.7 (35)](https://www.capterra.com/p/126984/ESM-Strategy/reviews/)

ESM supports beginner and advanced strategy practitioners. Our STRATEGY, OKR, CYBER, and PERFORM modules stand alone or link together. [Learn more about ESM+Strategy](https://www.capterra.com/p/126984/ESM-Strategy/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Klyck](https://www.capterra.com/p/197116/Klyck/)

[4.9 (29)](https://www.capterra.com/p/197116/Klyck/reviews/)

Centralize policies, procedures, compliance documentation, and operational content with AI organization and governance.  [Learn more about Klyck](https://www.capterra.com/p/197116/Klyck/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## AchieveIt](https://www.capterra.com/p/141509/AchieveIt/)

[4.7 (21)](https://www.capterra.com/p/141509/AchieveIt/reviews/)

Manual processes impacting execution? Leading organizations trust AchieveIt to manage and execute business plans and key initiatives  [Learn more about AchieveIt](https://www.capterra.com/p/141509/AchieveIt/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Bizplan](https://www.capterra.com/p/145819/Bizplan/)

[4.4 (20)](https://www.capterra.com/p/145819/Bizplan/reviews/)

A modern business planning platform for entrepreneurs, startups, and small businesses. [Learn more about Bizplan](https://www.capterra.com/p/145819/Bizplan/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Causal](https://www.capterra.com/p/217236/Causal/)

[4.8 (18)](https://www.capterra.com/p/217236/Causal/reviews/)

Causal is the next generation business planning platform. Build complex models effortlessly and share them with interactive dashboards. [Learn more about Causal](https://www.capterra.com/p/217236/Causal/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Businessorter](https://www.capterra.com/p/146450/Business-Sorter/)

[4.9 (17)](https://www.capterra.com/p/146450/Business-Sorter/reviews/)

Comprehensive business planning in under 2 hours. The content is provided - simply sort through cards and identify your top priorities. [Learn more about Businessorter](https://www.capterra.com/p/146450/Business-Sorter/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Rhythm](https://www.capterra.com/p/149687/Rhythm/)

[4.6 (16)](https://www.capterra.com/p/149687/Rhythm/reviews/)

Rhythm software provides a competitive advantage to help high-growth companies execute and hit their strategic growth goals. [Learn more about Rhythm](https://www.capterra.com/p/149687/Rhythm/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Vistaly](https://www.capterra.com/p/10017044/Vistaly/)

[4.9 (14)](https://www.capterra.com/p/10017044/Vistaly/reviews/)

Vistaly is a customer discovery and prioritization platform for creating evidence-based roadmaps for high-performing teams. [Learn more about Vistaly](https://www.capterra.com/p/10017044/Vistaly/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

[## Modeliks](https://www.capterra.com/p/10015739/Modeliks/)

[4.9 (13)](https://www.capterra.com/p/10015739/Modeliks/reviews/)

All-in-one forecasting, budgeting, reporting and business planning solution. Planning and reporting, simplified and automated. [Learn more about Modeliks](https://www.capterra.com/p/10015739/Modeliks/)

Business Plan features reviewers most value

Budgeting/Forecasting

Collaboration Tools

Competitive Analysis

Data Visualization

Financial Modeling

Financial Reporting

Goal Setting/Tracking

Progress Tracking

Step-by-Step Wizard

Page 1 of 4

Filter (89) Products:

Sort By:

Sponsored

* * *

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/)