Compare Business Plan Software

All our business plan software products use simple terms, produce the most professional printed results, offer you nearly completed templates, comprehensive additional information in each guide, and FREE updates for 12 months. The financial part of each product offers you automatic sequential calculations, automatic ratios, a vast selection of automated charts and unlimited what-if analysis. Change personnel, sales, costs and so forth to see immediately what the results of that action would be over the next 5 or 10 years (PlanMagic Resort up to 15 years).



Guides and Templates
Version available 14 14
Business and Financial plan guide
Web marketing guide (AE only) (AE only)
Business specific plan templates 27 23
  Business plan templates:
General business plan (included by default) + 1 of your choice: Advertising agency, Bank, Call center, Casino, Cleaning service, Clinic, Consultant, Day/Child care center, Debt collection agency, Dental clinic, Distributor, Employment agency, Farm, Insurance agent, Internet Service Provider (ISP), Laboratory business plan, Lease company, Manufacturer, Non profit, Online service, Photo studio, Real estate agent, Record company, School, Veterinary clinic.
Retail business plan templates:
Retail store (included by default), Bakery, Barber shop, Beauty salon, Bowling center, Car dealer, Car rental, Car repair, Car wash, Clothing store, Coffee shop, Convenience store, Cosmetics store, Fitness center, Flower shop, Garden center, Health spa, Jewelry shop, Online store, Pharmacy, Supermarket, Travel agency, Video rental.
Number of included plan templates 3 2
Plan Templates
Format preferred by banks/lenders/investors/venture capitalists
Automatic index
Executive summary
PowerPoint presentation template
Spelling & grammar check
All MS Word functions are available for editing
Financial Statements
Automated financial statements for 5 years
-  Assumptions (General, form, financial, inventory, loans, tax, franchise, product mix, tax, dividend, and more)
- Development planning (up to 2 phases (AE 4 phases), 5 years prior and 5 years of planning with automated development timeline)
- Investment budget (unlimited number of new/existing assets, depreciation schedule using SLN, DB, DDB, or SYD)
- Funding (shareholders' capital, unlimited number of  new/existing loans, deferred loans, flexible loans, amortization - 5 years)
- Beginning balance sheet (with/without historic data)
- Personnel wizard - add persons, groups or departments (max. 10), monthly and quarterly (3 years), annual (5 years)
- Personnel assumptions - payroll burden, hourly/overtime rates, bonuses payment schedule
- Personnel plan monthly & quarterly (3 years) - with headcount, payroll, overtime, bonuses and payroll burden summary
- Personnel plan annual (5 years)
- Product details & Cost of Goods with minimum stock level entry (3 years) - Add/Edit/Remove product lines and products using the
products wizard to add up to 10 product lines (or market areas) and unlimited products per product line.
- Sales projections monthly & quarterly (3 years) - enter sales by units or amounts, or in bulk per product line, rebates & allowances
- Sales projections annual (5 years)
- Income statement (Profit & Loss) monthly & quarterly (3 years) - with automated discounts & returns, bad debts and losses & thefts.
- Income statement (Profit & Loss) annual (5 years) - with EBITDA and earnings per share details for companies
- Cash flow projection monthly & quarterly (3 years) - direct method used
- Cash flow projection annual (5 years)
- Balance sheet projection monthly (3 years)
- Balance sheet projection annual (5 years) - with no. of shares issued and net asset value per share details
- Notes to the financial statements - with automated data from the projections
- Tax account - sales tax, income tax
- Inventory account (5 years)
More than 50 automatic charts/graphs
Print wizard
Export wizard
Exchange rate wizard (AE only) (AE only)
Business analysis    
Historic ratios (3 years)
- Projected ratios including SGR, IRR/NPV for business valuation (5 years)
- Industry standards comparison (5 years)
- Loan capacity ratios (5 years)
- Best case & Worst case scenarios (5 years)
- What-If analysis (5 years)
- Annual summary matrix - beginning balance, income statement, cash flow, ending balance (5 years)
- Overdraft scenario
Bonus tools
- Equipment, machinery, office, lunch room worksheets --
- Services estimation worksheets --
- Retail store equipment list worksheet --
- Personal financial statement worksheet
- Partnership accounts worksheet
Expanded financial statements (AE versions)
Development planning (up to 4 phases), 5 years prior and 5 years of planning with automated development timeline
- Annual ROA / ROE / SGR dynamic analysis tree (5 years)
- Detailed break-even analysis per product line with break-even charts per product line
- Financial summary with CAGR (5 years)
- Revenue analysis per product line (5 years)
- Timeline (3 years) - entries are as easy as 1-2-3, with project cost, start date and end date
- Executive dashboard
- Timeline with a task wizard (3 years)
- Exchange rate multiplier to easily convert values into another currency
(AE only) (AE only)
- Advertising & promotion plan detailed (3 years)
- Advertising & promotion plan annual (5 years)
(AE only) (AE only)
Finance Pro financial statements
- Annual summarized projections (income statement, cash flow, balance sheet, ratios) up to 10 years
- Other investments (short term, bonds and securities)
- EVA / WACC analysis trees
(AE only) (AE only)
Multiple authors in multiple locations
(with multiple licenses)
Free email support 12 months
Price $75.00 / AE $127.50 $75.00 / AE $127.50
Detailed description more info more info
Other business specific software

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