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Online business plan software


The Business Plan Shop's Business Plan Software makes it easy to create a financial forecast to assess the potential profitability of your projects, and write a business plan that’ll wow investors.

online business plan software

With our online business plan software you can:


Write a professional business plan with guidance at every step

Avoid writer’s block with our vast selection of business plan templates

Easily create financial forecasts and compare scenarios

Compare your business plan to your accounting data, and more…

Start my free trial

7 day free trial. No credit card required.

Who’s our business plan writing tool for?


business plan software for startups

Startup founders

Easily test business models and assess how much capital is needed to start your business

Our algorithm scores your forecasts and points out anomalies to help reduce risk

Get inspiration from dozens of business plan templates to write your business plan faster

Clear instructions and examples in every section help you write an investor-ready business plan

Get a formatted business plan in PDF or Word to help secure financing or convince venture partners

business plan writing tool for SMB

SMB owners and CFOs

Use accounting data from Xero, QuickBooks Online, or CSV to create forecasts faster

Easily model elements already on your balance sheet such as loans, fixed assets, accruals or provisions

Save time on formatting and get a stunning business plan branded to your company colours and logo

Easily create multiple scenarios to stress test your forecasts and make business decisions

Track whether on not you are on course to deliver your plan by comparing forecast vs. actuals

online business plan tool for accountants

Accountants and financial consultants

Model any element in your client's chart of accounts using our advanced forecasting software capabilities

Save time writing business plans using templates, smart tags and conditional logic

Spend no time formatting client business plans, just download as PDF or Word Doc to have it done instantly

Invite clients to collaborate with you with our simple permissions system and collaboration tools

Benefit from an advanced financial planning and analysis platform to help your clients stay on top of their KPIs

Our online business plan software helps you write a convincing plan


Our business plan software gives you the structure to write a professional plan

The Business Plan Shop’s professional business plan writing tool lets you confidently create your plan without worrying that you've left out a crucial part.

With The Business Plan Shop, you'll be able to put your best foot forward when attempting to secure finance.

Create your plan without worrying that you've left out a crucial part

Our detailed outline includes sections that are vital for all business plans (for e.g. executive summary & financial plan)

This ensures that your plan will follow the structure investors and lenders expect

The Business Plan Shop's business planning software: text editor module
Start my free trial

7 day free trial. No credit card required.

Clear instructions help you write your business plan faster


Save time by following our online business plan software’s step-by-step instructions

Not sure what to include in your market analysis or executive summary?

In The Business Plan Shop, each section of our plan includes:

Clear instructions regarding the type of information and level of detail required, helping you carefully consider every aspect of your business.

A recommended word count

Relevant examples to help guide you

The Business Plan Shop's online software helps you power through your business plan with confidence.

business planning software instructions and examples on-screen

Avoid writer’s block with our business plan templates


Take inspiration from our range of business plan templates

Browse through our many business plan templates (each containing a complete financial forecast and business plan).

Download your chosen template in Word or PDF format (or load it directly into our online business plan software to use as a starting point for your own plan).

Replace the template’s text and numbers with your business’ details to make it your own.

business plan templates by The Business Plan Shop
Start my free trial

7 day free trial. No credit card required.

Get a vibrant and investor-ready business plan


Our business plan software leaves you with a completed, investor-ready document

The Business Plan Shop's business plan writing tool helps format your document:

Start with one of our professionally designed themes

Customise the font and colours to create a document that matches your business’ colour scheme

Download your business plan in Word or PDF once it’s completed

Our business plan software will automatically generate the finished document with the formatting done for you.

Within seconds, you’ll receive a professional and beautiful document, ready to be printed or emailed straight to investors or lenders.

Online business planning software: PDF document download

Create a financial forecast to assess your profitability potential


Our online software helps you project your financials with ease

Overwhelmed at the thought of building a cash flow statement, profit & loss, and balance sheet from scratch? It can be a long and error-prone process.

Our forecasting software does the maths for you. Simply enter your revenues, costs and investments. Click save and our online tool builds a three-way forecast for you instantly.

No knowledge of accounting required

Answer simple questions and let our business plan software crunch the numbers for you

Get a complete set of financial statements over 3 or 5 years

No confusing Excel formulas

online business plan writing tool: forecasted balance sheet
Start my free trial

7 day free trial. No credit card required.

Our online business plan software runs quality checks on your forecasts


Easily identify issues with your forecast and make changes where necessary

Forecasting is hard. So it’s easy to get swept away and be a little too optimistic when it comes to your business' incomings and outgoings.

Our forecast analysis gives you a quality score & generates alerts to identify issues with your forecast, such as a shortfall in inventory or lack of cash.

Traffic light-themed tags clearly mark out areas of concern by looking at:

Expected growth

Profitability

Cash generation and credit metrics

With visibility over your business’ finances, you can make decisions quickly and confidently.

The Business Plan Shop's online business plan software: financial dashboard and KPI tracking

Avoid mistakes in your text with our smart tags


Change numbers without introducing errors in the text with our online business plan software

Smart-tags keep your business plan's text up to date, no matter how much your financial forecast changes while using The Business Plan Shop.

Click the insert smart tag button

Pick a financial metric (year 2 gross profit for example)

Insert the tag right into your business plan

Each time you generate your business plan's document, our software automatically injects the latest value of the metric in your text, ensuring it stays accurate and error free.

online business plan writing tool: smart tags
Start my free trial

7 day free trial. No credit card required.

Test multiple business scenarios


Nail the art of long-term planning by visualising the financial impact of different scenarios

Should you focus on increasing sales or cutting costs this quarter? It’s hard to make decisions when you don't know the financial impact they'll have on your business.

With our scenario analysis module, you can quickly view the effect of big or small decisions on your profits and cash flows.

Simply:

Create a copy of your central case

Change your hypothesis

Analyse the difference both scenarios have on your financial statements

business plan software: scenario analysis tool

Track KPIs and monitor business performance


Compare your forecast to actuals and keep pace with KPI targets

Our financial dashboards help you track the KPIs which are relevant to your business: 

Pick from our vast selection of system-defined KPIs (which include the most common financial ratios)

Build your own custom KPIs using our formula builder (using financial or non-financial data)

Once defined, check if your KPIs are on target in your business plan

Detect and adapt to important trends in your KPI data to help keep your business plan relevant.

Connect your accounting software to The Business Plan Shop and instantly view the variance between your actuals and forecast.

Financial dashboards and KPI tracking with business plan software
Start my free trial

7 day free trial. No credit card required.

500,000+ entrepreneurs have already used The Business Plan Shop

Your software is very easy to use - it helped me write a business plan, which was used to finance my online real estate agency.

Ludovic S.

A simple solution that's easy to get started with. The examples and explanations in each section are coherent and useful. The system is intuitive and enables you to draft your business plan with peace of mind!

Michael F.

Very clear and useful! Thanks to your website we brought a strong business plan to our first meeting with our accountant, and the accountant validated it!

Gautier Audrey A.

The software is just impeccable. Of course, it meets the requirements of people starting a business. In addition to having a tool for putting together a proper financial forecast, there is also a tool to help write the business plan.

Martial N.

Read more reviews and customer stories

Try The Business Plan Shop before you buy

There’s only one way to make up your mind about a new service - by trying it out for free. So we’re offering a free trial run of The Business Plan Shop's FP&A SaaS Platform for 7 days.

Sign up for a free trial today

7 day free trial. No credit card required.

entrepreneur using The Business Plan Shop

Learn more about The Business Plan Shop


Financial forecasting software

Easily create a forecast over 3 or 5 years. Enter your data and let our financial forecasting software take care of the calculations.

Professional business plan

Our business plan writing tool makes it easy to create a professional business plan ready to be sent to lenders or investors.

Business plan templates

Download one of our many business plan templates or adapt one of them to your project directly in our software.

PDF export

Export your business plan in PDF format, and save time on the formatting which is already done for you by our software.

Faster than Word

Using The Business Plan Shop is much faster than creating your business plan with Word.

Easier than Excel

Using The Business Plan Shop is much easier than creating your business plan with Excel.

Track KPIs

Analyse business performance using Key performance indicators (KPIs) and measure progress towards specific goals.

Compare actuals vs. forecast

Compare scenarios side by side, and track forecasts against actuals to ensure your business is headed in the right direction.

Sync accounting data

Import data from your accounting software in The Business Plan Shop in just a few clicks.

No installation required

No installation is required and the software updates automatically. You do, however, need an Internet connection.

Secure environment

We take the security of your data very seriously and have secured connection to the software by SSL.

Support team

If you have any questions or face any difficulties using the software, our friendly support team is on hand to help out quickly.

Start your free trial

7-day free trial. No credit card required.

Writing your business plan is easy and fast with The Business Plan Shop


Without us With The Business Plan Shop
Creating your business plan's financial forecast Done manually on spreadsheets which are error prone Our forecasting tool crunches the numbers without errors
Integrating your financial forecast into the document Waste hours formatting financial data from Excel or other spreadsheets Your financials are automatically integrated and formatted into your business plan
Structuring and writing your business plan Research which structure investors expect and face writer's block while drafting Follow clear instructions and examples, get inspiration from dozens of complete templates
Keeping your business plan up to date Spend hours doing it manually using Word and Excel Track actuals vs. forecast in our software update your plans in just a couple clicks

Frequently Asked Questions About Our Business Plan Software


What is a business plan?
Show answer

A business plan is a written document that sets out the commercial, operational and financial objectives of a business and explains how it's going to achieve them.

To put it simply, it consists of two distinct parts:

  • A written part that presents, in detail, your project, the team, your business strategy, and your medium-term objectives.
  • A financial forecast that highlights the expected profitability of the project and the funding requirements.
Is writing a business plan difficult?
Show answer

Writing a business plan without The Business Plan Shop can be both error-prone and time-consuming - whether you're new to entrepreneurship or experienced:

  • You'll need to research the structure of a business plan, what to include in each section, and what key elements investors and lenders expect to see
  • You may encounter writer's block (especially if it's your first time)
  • You'll need to create a financial forecast on a spreadsheet which requires a solid understanding of accounting and financial modelling in order to be done without error
  • You'll need to spend hours formatting financial data on Excel or Sheets before it's ready to integrate into your business plan
  • Any updates to your business plan or financial forecast will need to be done manually

Luckily for you, The Business Plan Shop's online software guides you through every stage of writing a business plan, so that you can spend more time managing your business instead.

Our editor follows a best in class structure for professional business plans. Each section and sub-section includes examples and instructions to help you, while our business plan templates provide further inspiration if you're stuck.

Our financial forecasting software helps you create a forecast and integrate it into your business plan with ease. Anytime you update your data, your business plan automatically updates.

And with our best in class forecasting software all the calculations are done for you, without errors.

Does your business plan software work both for startups and existing businesses?
Show answer

Yes, The Business Plan Shop is suitable for both startups and existing businesses.

Both startups and exisiting businesses have a unique "sources and uses" section in The Business Plan Shop's financial forecasting software.

Startups can enter a list of their sources of capital and what they will be used for (also known as the startup financing plan).

Exisiting businesses can use the opening balance of their cash position and any other balance sheet items.

This means that you'll be able to accurately model your business with The Business Plan Shop, whether you're a startup or an exisiting business.

Read about how our online software helps each type of business in more detail:

  • The Business Plan Shop for startups
  • The Business Plan Shop for existing businesses and CFOs
  • The Business Plan Shop for accountants and consultants
Is The Business Plan Shop the best business plan software for me?
Show answer

The Business Plan Shop arguably offers the best business plan software on the market:

  • Our software is easy to use, even for entrepreneurs with limited knowledge of accounting
  • Our financial forecasting tool is more comprehensive than what is offered by most alternative solutions, enabling you to build more accurate cash flow forecasts
  • Our wide range of business plan templates makes it easy to see what is expected and how a finished business plan should look like
  • Our theme editor let you tailor the design of the document to your brand colours enabling you to get a stunning document to help secure financing
  • Our forecast analysis helps you avoid errors in your forecast
  • Our scenario analysis tools makes it easy to stress test your assumptions and ensure you are prepared for all eventualities
  • Our accounting software integrations make it easy to track your actuals against your initial forecast and make sure you deliver what was planned 
  • Our support team is here to help you if you are stuck
  • And more...

But you shouldn't take our word for it: try our solution for free and make your own opinion as to whether or not we are truly the best business plan software for you!

Alternatively, you can also read our guide to help you choose the best business plan software for your business.

What devices can I use The Business Plan Shop's business plan software on?
Show answer

You can use The Business Plan Shop's online business planning software on any device and all operating systems, as long as you have a stable internet connection and a modern web browser.

PC, laptop, mobile and tablet devices are all suitable.

We recommend using devices with a large(r) screen size to make it easier to visualize monthly financial data.

We support the last two versions of Google Chrome, Microsoft Edge, Mozilla Firefox, and Apple Safari.

How does the free trial work?
Show answer

The free trial enables you to try the software for free during 7 days in order to verify that it meets your requirements before buying.

Some features are limited during the free trial, the main limits are:

  • You can only create one business plan
  • The financials of the first year are visible, data for other years are hidden
  • You can export your plan in PDF but not in Word or CSV
  • No access to our business plan templates

You can create your account and start your free trial here.

Does The Business Plan Shop cater for different industries?
Show answer

Yes, The Business Plan Shop caters for all industries.

Our financial forecasting software deals with even the most complicated of business cost structures, meaning that modelling elements such as complex payment terms or accruals become a breeze.

So, whether you're a small shop owner, or technology business, The Business Plan Shop's online software can help!

Can I work on multiple business plans at the same time?
Show answer

Yes, you can work on multiple projects at the same time.

You can read into this in more detail on what's included in each subscription our pricing page.

Can I invite my business partners, team, or advisors to work on a business plan with me?
Show answer

Yes, you can invite multiple users to work on a plan at the same time.

You can also control which level access you give to each user.

Will the business plan made on your site be good enough for my bank or investors?
Show answer

Yes, our clients regularly use the business plans created with The Business Plan Shop to secure financing, you can read some of their stories on the testimonials page.

How much does The Business Plan Shop’s business plan writing tool cost?
Show answer

Please visit our pricing page to learn about this in more detail.

Does your business plan software integrate with accounting software?
Show answer

Yes, you can connect your accounting software to The Business Plan Shop.

We currently support Xero and QuickBooks Online and are working on adding more integrations. If you have a specific request please contact us.

Connecting your accounting software to The Business Plan Shop enables you to import your historical financial data which can be used as a starting point for the financial forecast of your business plan. And to compare your forecast to your actuals after your business plan has been created.

Will you help me write my business plan?
Show answer

The software includes detailed instructions and examples to guide you through each step of writing your business plan.

Our support team can also assist you by explaining where and how to input your data in the software.

However, we are not consultants - meaning that we cannot proofread your business plan or give you an opinion on the relevance and chances of success of your project.

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Business Plan Templates

  • Restaurant business plan template
  • Hostel business plan template
  • Auto repair shop business plan template
  • Bakery business plan template
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Resources

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  • Financial forecasting
  • Market analysis
  • Start a business
  • More resources on our blog

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