# Planium Pro Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Planium Pro Software - reviews, pricing plans, popular comparisons to other Business Plan products and more. Source: https://www.capterra.com/p/195770/Planium-Pro/ --- # Planium Pro Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 20, 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)[Support](#support)[Reviews](#reviews) Planium Pro ## What is Planium Pro? Whether you are a business advisor, accountant, or consultant, Planium Pro allows you to create new revenue streams for your business without allocating excessive resources or extra staff members. With the help of our engaging, well-design dashboard, automated tables of contents, appendices, high-resolution dynamic diagrams, Knowledge Base, educational resources and sample plans, communication channel and industry benchmarks, Planium Pro covers all of your clients strategic planning needs. ## What is Planium Pro used for? [Business Plan](https://www.capterra.com/business-plan-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20 Per Feature, Per Month Free trial 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 Planium Pro?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.planiumpro.com&name=Planium Pro) ## 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. ### Planium Pro 4.8 (6) VS. [4.7 (562)](https://www.capterra.com/p/144020/Aha/reviews/) Starting Price $20 Per Feature, Per Month Starting Price $59 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (6) Ease Of Use 4.4 (560) Value For Money 5.0 (6) Value For Money 4.6 (453) Customer Service 4.5 (6) Customer Service 4.8 (505) ## Planium Pro alternatives Highest Rated [4.8 (52)](https://www.capterra.com/p/135495/ClearPoint-Strategy/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.5 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (3,530)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (3,027)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/195770/Planium-Pro/alternatives/) ## FAQs about Planium Pro Overview ### What company size and specific industries is Planium Pro built for? Planium Pro is designed for professionals who prepare business plans for clients, especially consultants, advisors, and other service providers working with small businesses and startups. It is suited to organizations that need faster strategic business planning, rather than a specific industry or company size. Features and Usability ### What are the key features of Planium Pro? Planium Pro offers planning and project management tools, including strategic planning, project planning, goal setting and tracking, and collaboration tools. It also includes financial analysis, financial modeling, forecasting, projections, income and balance sheet views, plus reporting and analytics features such as customizable reports, ad hoc reporting, dashboards, charting, and data visualization. Getting Started and Support ### What training and onboarding options does Planium Pro offer? Planium Pro provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided instruction and Q&A, while documentation offers written reference material for self-paced review and step-by-step guidance when needed. Getting Started and Support ### What customer support options does Planium Pro offer? Planium Pro provides email/help desk, knowledge base, phone support, and chat. No reviewer feedback on support quality is available, so user experience details such as response speed, clarity, or helpfulness cannot be described from the provided data. ## Features AI summary Based on 413 Business Plan reviews Capterra reviewers highlight these as the features buyers care about most when choosing business plan software: - **Strategic Planning** (**54%** of reviewers rated this feature as critical) - **Budgeting/Forecasting** (**45%**) - **Task Management** (**56%**) Planium Pro supports **Strategic Planning**, but it does not include **Budgeting/Forecasting** or **Task Management**. Instead, it offers **Income & Balance Sheet** (**53%**), **Activity Dashboard** (**44%**), and **Goal Setting/Tracking** (**44%**). While the system lacks two of the top buyer priorities, these alternative features still give businesses a way to monitor financial position, track progress, and stay focused on key objectives, helping teams make informed planning decisions and keep execution aligned with business goals. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Ad hoc Reporting Generate one-off reports that meet information requirements Benchmarking Compare key metrics for the business against prominent players in the industry Business Plan Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Customizable Reports Alter the layout and content of reports Planium Pro 18 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generate one-off reports that meet information requirements Compare key metrics for the business against prominent players in the industry Sample files or documents that could be customized as needed or used as is Provides a channel for team members to share AI models, media files, communicate, and work together Alter the layout and content of reports Import and export data to and from software applications Graphical representation of data Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Decision-making process using businesses past, present and forecasted future operations. Establish measurable goals and objectives and track their progress over a specific period of time A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Sample presentation files or decks that could be customized as needed or used as is Plan and coordinate all the resources, costs and time needed to execute assignments Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Organized process that walks users through each step of building a business plan At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Interact with data visualization elements, such as charts and graphs, to drill down into data Features 4.8 (6) 4.8 Based on 6 reviews ## Pricing Value for money 5.0 (6) Free Trial Basic $20.00 Per Feature,Per Month Value for money 5.0 (6) 5.0 Based on 6 reviews ## Support, customer service and training options Customer Service 4.5 (6) 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 4.5 (6) 4.5 Based on 6 reviews ## User reviews Overall rating 4.8 Based on 6 reviews Filter by rating 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SG Sebastian G. Autónomo Writing and Editing ### "Efectividad de Planium Pro" 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 8/10 July 29, 2021 En mi experiencia general, puedo decir que estoy utilizando Planium Pro para actualizar, revisar y desarrollar nuevos procesos en nuestros clientes que tengan informes de excelente calidad. Cabe aclarar que ha sido ventajoso nombrar y revisar los recursos para mi empresa. Pros Yo creo que lo que más me agrada es la interfaz de usuario, la plataforma es muy cómoda y sencilla de utilizar. También, la calidad de las herramientas de reporting fue clave para organizar diversos proyectos de gestión en mi empresa y emprendimientos personales. Cons Cabe destacar que tuve algunos inconvenientes con el servicio al cliente como consecuencia a la diferencia de zona horaria, ya que vivo en Sudamérica. Sin embargo; resuelven el problema probablemente más tarde. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DF Dane F. Director Marketing and Advertising ### "Plan like a pro. " 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 August 11, 2020 Pros Planium Pro is truly the most efficient, effective and affordable way to produce the highest quality strategic business plans. The prompts and guidance make it easy to populate your plan and the final analysis provided are second to none. The team at Planium Pro are professional and always quick to respond, making the integration of the software a breeze. Cannot recommend this product enough! Cons Advanced knowledge and experience in writing business plans required. Perfect for accountants and advisors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MR Murray R. Consultant Marketing and Advertising ### "Showcase our consulting expertise and value add for clients" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 6, 2020 I have found the Planium Pro App to be a comprehensive online process for a consultant that showcases their expertise in developing and maintaining tailored business plans for clients rather than inflexible cookie cutter templates. Pros Client consultations are often time limited and the Planium Pro wizard prompts allow me to focus on obtaining key details and not having to remember all the relevant questions required to develop a tailored business plan specific to industry/client activities. Comprehensive reports provide an avenue for further follow-up (and consulting hours), something traditional business plan templates don’t provide. The introductory price is the lowest compared to major competitors. The ongoing pricing for Planium Pro is lower than most competitors Advisor software and offers more value add. Cons Customer service is not yet 24/7 as I contacted Planium Pro outside of business hours in Australia, but I did receive a reply, first thing the next day. They assured me that this will be sorted soon. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CP Claudia P. Financial analyst Financial Services ### "Experience using Planium Pro is great" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 21, 2020 I have used planium pro together with a team to create investment plans. The software has helped us making all the charts and diagrams to present our ideas. Also, forecast and sensitivity analysis features have been very helpful. Pros The software was really user friendly and easy to use. The internal communication channel is amazing to organize the team on building the business plan. Generating reports is also much easier and the result is very professional. Cons Overall the system is very useful and efficient. Maybe it could offer more templates for presentations and reports. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Stephan C. Senior Management Consultant Management Consulting ### "Planium Pro efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 16, 2020 I’ve been using Planium Pro to update, review and develop new processes in our clients with high quality reports. The opportunity to rellocate and review resources has been an asset to my company. Pros I believe the most impactful feature is the user interface, the platform is very friendly and easy to use. Furthermore, the quality of the reporting tools were really helpful to manage diverse management projects in my company and personal entrepreneurships. Cons I had some problems with the customer service due to time zone difference, because I was using the product in South America. But at the end they solve the problem later ( Australian business morning) Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. CR Callum R. Business Consultant Financial Services ### "Excellent Business Planning Tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 8, 2020 Pros Planium Pro is sophisticated, yet easy to use platform – with exceptional outputs. Cons Originally, I had some difficulties printing the final report. The support team were great! My issue was fixed instantly and has never occurred since. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## 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.