---
title: "Bizplan Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Bizplan Software - reviews, pricing plans, popular comparisons to other Business Plan products and more."
source_url: "https://www.capterra.com/p/145819/Bizplan/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 Bizplan Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Bizplan

## What is Bizplan?

The Bizplan platform is a modern take on business planning tools featuring a guided builder, drag-and-drop modules, automatic financial projections, and team and investor collaboration capabilities. Bizplan is ideal for entrepreneurs, startups, and small businesses looking to develop short and long-term business plans.

## What is Bizplan used for?

[Business Plan](https://www.capterra.com/business-plan-software/)

Overall rating

Based on 20 user reviews

Reviews sentiment

Positive

85%

Neutral

15%

Negative

0%

Starting price

$19

Per Feature, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Bizplan?[Manage this product listing](https://www.g2.com/products/bizplan/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Bizplan

4.3 (20)

VS.

[### Reflex Planning](https://www.capterra.com/p/195262/Reflex-Planning/)

[0.0](https://www.capterra.com/p/195262/Reflex-Planning/#reviews)

Starting Price

$19

Per Feature, Per Month

Starting Price

$35000

Per User, One Time

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (20)

Ease Of Use

0.0 (0)

Value For Money

4.2 (16)

Value For Money

0.0 (0)

Customer Service

3.8 (16)

Customer Service

0.0 (0)

## Bizplan alternatives

[PREVISTART](https://www.capterra.com/p/228011/PREVISTART/)

[0.0](https://www.capterra.com/p/228011/PREVISTART/#reviews)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/228011/PREVISTART/)

Highest Rated

[QuickPlan Restaurant](https://www.capterra.com/p/145519/QuickPlan-Restaurant/)

[2.7 (3)](https://www.capterra.com/p/145519/QuickPlan-Restaurant/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/145519/QuickPlan-Restaurant/)

[Foundra](https://www.capterra.com/p/10126803/Foundra/)

[0.0](https://www.capterra.com/p/10126803/Foundra/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10126803/Foundra/)

[Business Planner](https://www.capterra.com/p/145821/Business-Planner/)

[2.4 (7)](https://www.capterra.com/p/145821/Business-Planner/reviews/)

Starting price

$59.95

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

29%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/145821/Business-Planner/)

## FAQs about Bizplan

Overview

### Which roles and teams benefit most from Bizplan?

Bizplan is most used by founders, owners, presidents, and CEOs who need to turn business ideas into structured plans, financial forecasts, and investor-ready materials. Marketing leaders and consultants use it to define market strategies and growth plans, while operations, IT, and academic advisors support planning, budgeting, and business-model development.

Answer based on 18 reviews

Overview

### What company size and specific industries is Bizplan built for?

Bizplan is designed for entrepreneurs, startups, and small businesses worldwide. It is best suited for early-stage companies and smaller teams rather than mid-market or enterprise organizations, and it does not target a specific industry, making it relevant across a wide range of sectors.

Features and Usability

### What are the key features of Bizplan?

Bizplan offers business plan templates, a step-by-step wizard, and template management for plan creation. It also includes financial modeling, financial analysis, forecasting, projections, and financial templates for funding documents. Collaboration tools, commenting/notes, pitch presentation, dashboard, data visualization, reporting & statistics, and an API support planning and fundraising workflows.

Integrations

### Which third-party tools and platforms does Bizplan integrate with?

Bizplan integrates with 2 third-party accounting platforms: QuickBooks Online Advanced and Xero. These native connections cover core bookkeeping and financial data workflows for businesses that manage planning and accounting in the same environment.

Answer based on 2 reviews

Getting Started and Support

### What customer support options does Bizplan offer?

Bizplan provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users have reported mixed experiences with support, describing some interactions as hard to resolve and not very knowledgeable, while others note that support could be better.

Answer based on 2 reviews

## Features

AI summary

Based on 417 Business Plan reviews

Capterra reviewers point to the following as the features buyers value most in business plan software:

-   **Strategic Planning** (**55%** of reviewers rated this feature as critical)
-   **Budgeting/Forecasting** (**45%**)
-   **Task Management** (**56%**)

Bizplan is built around core business planning workflows, with tools that support creating, organizing, and presenting business plans in a structured format. Its planning-focused approach helps teams map out goals, outline business strategies, and prepare materials for internal alignment or investor review, giving businesses a clear way to document plans and move ideas into action.

API

Application programming interface that allows for integration with other systems/databases

Business Plan Templates

Sample files or documents that could be customized as needed or used as is

Capital

Manage information required to raise capital such as financial statements.

Collaboration Tools

Provides a channel for team members to share AI models, media files, communicate, and work together

Commenting/Notes

Leave comments and notes on documents for others to view

Data Visualization

Graphical representation of data

Bizplan 14 features

### All Features
- API: Application programming interface that allows for integration with other systems/databases
- Business Plan Templates: Sample files or documents that could be customized as needed or used as is
- Capital: Manage information required to raise capital such as financial statements.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Data Visualization: Graphical representation of data
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Modeling: Decision-making process using businesses past, present and forecasted future operations.
- Pitch Presentation: Sample presentation files or decks that could be customized as needed or used as is
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Step-by-Step Wizard: Organized process that walks users through each step of building a business plan

---

Features

4.2 (20)

4.2

Based on 20 reviews

## Pricing

Value for money

4.2 (16)

Basic

$19.00

Per Feature,Per Month

Value for money

4.2 (16)

4.2

Based on 16 reviews

## Integrations

[

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

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

## Support, customer service and training options

Customer Service

3.8 (16)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.8 (16)

3.8

Based on 16 reviews

## User reviews

Overall rating

4.4

Based on 20 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(10)

4(7)

3(3)

2(0)

1(0)

Mentioned topic

Recent reviews first, then most helpful

James J.

Owner

Used the software for: 1-3 years

### "You need to get BizPlan"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 2, 2019

Overall, I recommend this tool to anyone who is starting a business. Especially if you don't know where to find the best business plan template.

Pros

This is a complete SaaS solution for writing your business plan! It's amazing in that it has all the important questions already mapped out for you. If you've ever written a business plan, you know the hardest part is knowing which questions to ask. BizPlan makes that a snap, because it is all part of the templates they offer you. All the questions and tools are set up in an intuitive flow, that lets you answer the questions easily and in the right order. Once you have finished all the questions you will have a state of the art business plan. This tool is curated by some of the most experienced entrepreneurs, and has all the fixings of a reputable plan. Use it!

Cons

They limit the amount of plans you can have at one time. Honestly this is fine, because you should be focusing on one at a time anyways.

FD

Founder/Creative Director

Founder/Creative Director

Used the software for: 3-5 years

### "Eases the Process of Wrinng a Business Plan"

4.0

October 25, 2018

Let's face it: It's not easy t write a business plan. Bizplan helps that process by asking the right questions and by helping you put together the right kind of information in one place so that you can go to it often for inspiration and for help in clarifying things as a business owner.

Pros

It writes the \*right\* questions, such as "Which problem are you trying to solve?" This allows an entrepreneur or a business owner to narrow their focus to solving specific problems for specific people. It's also comprehensive and hits on all aspects of starting and running a business such as financials (revenues, expenses, funding, and more), team, products, markets, goals, strategy, and customers. It has progress bars for various topics so you know what you have to work on and charts that visually shows projections, break-even etc.

Cons

A bit overwhelming to get it all together and do enough deep thinking in various aspects of starting and running a business. Sure, the process of starting and running a business itself is often overwhelming, and the best that the software like this can do it make it easier and less painful. And yet, somewhere, somehow, I think that it can get even better.

RE

Reviewer

### "Great concept, great financial tools - ability to customise lacking"

3.0

May 17, 2017

Conceptually I was really on board with the concept of business planning software, and I think there is a lot of potential for the product. Feedback: - Output of financial tools are incredible, really like the various views/breakdowns of financial forecasts - however, creating a financial model is a labour intensive process and getting to grips with the platform is slightly difficult on setup (e.g. the way team spend is setup and the inability to move employees between groups after creation; or do you include cost of sales on both the employee and the revenue model). - Business planning software was flawed for my use in two areas: 1) I didn't like the input methods. Given I had already created various incarnations of the business plan for competitions etc, I had pre-existing paragraphs of text I was looking to slot in which didn't really work (e.g. my team bios were paragraph based not bulleted). Similarly I felt that while the text only sections gave you the freedom to write in any format, the output wasn't aesthetically structured so there was no real benefit over using word (unless you needed help with the overall plan contents/structure). 2) Design is really important to me, and I didn't like the aesthetics of the ouput business plan. A quick fix for this would be to offer various themes/layouts (using the same core input data). Positively if you're starting from scratch with no prior knowledge, it gives a great guide as how to write a business plan. Given the level of detail required, and the financial modelling, you would expect users to have a relatively detailed understanding of business planning. Ultimately I would use BizPlan just for the financial forecasts - not for the business plan. Unfortunately I'm now looking solely into financial forecasting software, given the lack of functionality on the business plan side, and will be creating my business plan using a template from GraphicRiver. Would be happy to help in the future as it has the potential to be a great tool!

PR

President

President

Used the software for: 3-5 years

### "Great software"

5.0

July 18, 2019

Pros

This is a great solution for writing your biz plan. I used this when starting my company and found the templates to be extremely helpful. The end result was a well put together plan that helped me launch!

Cons

The look of the plan was not great. Copying items from my other planning tools was not as simple as I had hoped.

PR

Principal

Principal

Used the software for: 1-3 years

### "Makes the daunting task of writing business plans (almost) fun!"

5.0

September 13, 2019

The number of hours I've saved using Bizplan cannot even be counted.

Pros

The user interface for Bizplan turns boring business plan writing into a much more (almost) fun user experience. (I say almost because it's still a business plan, and writing is not my strong suit). Not only that, but the report it outputs makes you look like a pro with minimal effort.

Cons

I don't really have any constructive feedback in terms of improvements or things that I don't like about Bizplan.

WD

Web Development & Marketing Consultant, Principal

Web Development & Marketing Consultant, Principal

Used the software for: Less than 1 year

### "A product you can easily purchase on Envato for the same price."

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

March 27, 2018

Pros

I liked the concept of the product. It seemed like a great way to help startups organized but presenting parts of a business most don't think about.

Cons

The marketing materials was like a movie trailer. Looked fantastic, fit my needs. However, when I entered the product I saw that it was designed and built similarly to something you can easily find on Envato - a codeignitor php script you can purchase. It has design, functionality, and step by step process but it isn't a full fledged product and is a bit confusing. I can live with it, knowing that it was a one time purchase or so but what really got to me was their customer service. I can live with customer service that have poor communication skills as long as I can get my issue resolved, but not only where they bad communicators, they were also not knowledgeable about the product. In the end, they blamed me for their own lack of resolve to help the customer and decided to keep my money and not refund me when I just paid to upgrade to a larger bundle.

DF

Doctoral Faculty Advisor

Doctoral Faculty Advisor

Used the software for: 3-5 years

### "Bizplan for Your Business Plan from Scratch"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

February 13, 2019

I'm especially familiar with this software in the context of mentoring new entrepreneurs. It is a fantastic tool to use with this audience, and really helps them clarify their unique selling proposition, think about their team and do the basic market research essential to talk to prospective investors, lenders and other stakeholders.

Pros

Bizplan makes it easy to forge a professional, workable, shareable business plan from scratch. It does this by asking all the right questions.

Cons

If you already have an existing plan, or maybe if you're moving from a similar software solution (like Liveplan), importing and cutting/pasting isn't as easy as it might be.

MA

Manager

Manager

Used the software for: 3-5 years

### "It looks nice. That's about it."

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

2.0

2.0

Likelihood to Recommend

3/10

February 8, 2022

Very average. It walks you through the steps and provides some hints, and the document is nice to look at - if you can work within its many limitations. This is mom&pop stuff. I don't know who is investing the kind of $ they claim on the quality of the plans this generates.

Pros

The plans produced look very modern and professional.

Cons

The back-end doesn't reflect the published document. Even simple things like page breaks don't work properly. Column widths aren't even. Can't format text like you should be able to in any basic editor. Things go pear-shaped when content goes over more than one page, with images appearing over text etc. Support is slow, and was either passed off as "by design to limit support calls", or "the Dev's said edit the published pdf to make adjustments"

Margaret S.

WordPress & Digital Marketing Services and Consultancy

Used the software for: 1-3 years

### "It's an easy drag and drop builder in creating a business plan!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

May 24, 2018

Pros

It is recommended to startups organisations since it is a builder. The financial projection feature is really good.

Cons

Needs more functionality added. Maybe an integration with payroll, invoicing software or timer will be helpful in the long run.

EN

Entrepeneur

Entrepeneur

Used the software for: Less than 1 year

### "Bizplan, Nice Application for Setting Up Business Plans for Multiple Businesses"

4.0

December 12, 2019

Bizplan has been good to use for our existing business and we will be using it for other new business startups as well.

Pros

Like the fact that multiple business plans can be set up, not just one. Very easy to use and thorough as far as necessary items to include in a business plan.

Cons

No major dislikes so far but only using for a few months. Time will tell if any issues once we have used this software for a longer period of time.

[View all Reviews](https://www.capterra.com/p/145819/Bizplan/reviews/)

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