Log in
Free trial
The Business Plan Shop
  • Our platform
  • Online business plan software
  • Online forecasting software
  • Business plan templates
  • Financial dashboards for small businesses
  • Pricing
  • Reviews and testimonials
  • Free trial
  • Log in
  • Help center
  • Who do we help?
  • Startup founders
  • SMB owners and CFOs
  • Financial advisors (consultants and accountants)
  • Resources
  • What is a business plan
  • How to write a business plan
  • Business plan outline
  • Alternative to writing a business plan with Excel
  • Easier way to create a business plan than Word
  • Free business plan template
  • More resources on our blog

Affordable and flexible prices for SMBs and advisors


The Business Plan Shop offers plans for companies of all sizes and high volume plans for financial advisors such as accountants and strategic consultants.

Try our platform for free during 7 days, then upgrade to the premium version if you like it.

Micro & Startups

For solopreneurs, micro businesses and startups.

£ 35/month

  • All features included

    Includes access to: our forecasting software, business planning software, business plan templates library, dashboards and KPI tracking software.

  • Yearly subscription renew every year until cancelled and the full year is paid upfront.

  • 1 company maximum

    This is the number of companies included in your subscription. One company can have multiple forecasts and business plans but only one set of historical financial data.

  • 3 forecasts and business plans

    This is the number of forecasts and business plans included in your subscription. This limit is dynamic so you can delete old one to create new ones once you've reached the limit, or increase your quota by buying add-ons.

  • 5 users included

    This is the number of users you can invite to collaborate with you on our platform.

  • (or [RevenueLimit2]) of forecasted revenues in year 1

    This is the maximum revenues (or sales) that can be entered in the first 12 months of any forecast created in our software. This pay as you grow system enables our solution to remain affordable to small businesses.

Start my free trial

Small Business

For established small businesses looking to accelerate growth or refinance.

£ 35/month

  • All features included

    Includes access to: our forecasting software, business planning software, business plan templates library, dashboards and KPI tracking software.

  • Montly subscriptions renew every month until cancelled. Yearly subscription renew every year until cancelled and the full year is paid upfront.

  • 1 company maximum

    This is the number of companies included in your subscription. One company can have multiple forecasts and business plans but only one set of historical financial data.

  • 3 forecasts and business plans

    This is the number of forecasts and business plans included in your subscription. This limit is dynamic so you can delete old one to create new ones once you've reached the limit, or increase your quota by buying add-ons.

  • 10 users included

    This is the number of users you can invite to collaborate with you on our platform.

  • (or [RevenueLimit2]) of forecasted revenues in year 1

    This is the maximum revenues (or sales) that can be entered in the first 12 months of any forecast created in our software. This pay as you grow system enables our solution to remain affordable to small businesses.

Start my free trial

Business & CFO

For businesses and CFOs looking to simplify financial planning and analysis.

£ 35/month

  • All features included

    Includes access to: our forecasting software, business planning software, business plan templates library, dashboards and KPI tracking software.

  • Montly subscriptions renew every month until cancelled. Yearly subscription renew every year until cancelled and the full year is paid upfront.

  • 3 company included

    This is the number of companies included in your subscription. One company can have multiple forecasts and business plans but only one set of historical financial data. You can increase the limit by buying add-ons.

  • 3 forecasts and business plans

    This is the number of forecasts and business plans included in your subscription. This limit is dynamic so you can delete old one to create new ones once you've reached the limit, or increase your quota by buying additional companies add-ons.

  • 20 users included

    This is the number of users you can invite to collaborate with you on our platform.

  • (or [RevenueLimit2]) of forecasted revenues in year 1

    This is the maximum revenues (or sales) that can be entered in the first 12 months of any forecast created in our software. This pay as you grow system enables our solution to remain affordable to small businesses.

Start my free trial

Advisor

For financial consultants, accountants and bookkeepers.

£ 35/month

  • All features included, no limit on revenues

    Includes access to: our forecasting software, business planning software, business plan templates library, dashboards and KPI tracking software.

  • Montly subscriptions renew every month until cancelled.

  • 10 company included

    This is the number of companies included in your subscription. One company can have multiple forecasts and business plans but only one set of historical financial data. You can increase the limit by buying add-ons.

  • 20 forecasts and business plans

    This is the number of forecasts and business plans included in your subscription. This limit is dynamic so you can delete old one to create new ones once you've reached the limit, or increase your quota by buying additional companies add-ons.

  • 20 users included

    This is the number of users you can invite to collaborate with you on our platform.

  • White label (our platform on your own website without our brand)

    The white label integration enables you to integrate our platform on your website. You can customize the platform appearance so that your brand colours and logo appear instead of ours.

Start my free trial

White Label

For larger practices wishing to offer a branded experience to their clients.

£ 35/month

  • All features included, no limit on revenues

    Includes access to: our forecasting software, business planning software, business plan templates library, dashboards and KPI tracking software.

  • Montly subscriptions renew every month until cancelled.

  • 25 company included

    This is the number of companies included in your subscription. One company can have multiple forecasts and business plans but only one set of historical financial data. You can increase the limit by buying add-ons.

  • 50 forecasts and business plans

    This is the number of forecasts and business plans included in your subscription. This limit is dynamic so you can delete old one to create new ones once you've reached the limit, or increase your quota by buying additional companies add-ons.

  • 150 users included

    This is the number of users you can invite to collaborate with you on our platform.

  • White label (our platform on your own website without our brand)

    The white label integration enables you to integrate our platform on your website. You can customize the platform appearance so that your brand colours and logo appear instead of ours.

Start my free trial

Prices shown exclude applicable taxes and are valid only for customers in the following territory: .

Powerful features included in all plans


Over the past 10 years, our team has been working hard to create the most powerful financial planning and analysis platform for small businesses and their financial advisors. And we have more new exciting features coming all the time...

Forecasting

The basics

  • Automatic monthly and yearly P&L, balance sheet and cash flow forecasts
  • Easily create 3 - 5 years forecasts starting from scratch, our templates, or your company historical data
  • Easily keep your forecast up to date as the year progresses
  • Our platform automatically analyses your forecast to give you a quality score
  • Access off the shelf analysis including: financial analysis, credit analysis, breakeven point calculation
  • Compare your forecasts to actuals
  • Create and compare scenarios to stress test your assumptions

The power features

  • Model complex payment terms with up to 360 days advance payments and credit terms
  • Model complex variable costs using sales, COGS, number of employees or custom drivers
  • Model inventories using volume, value, or a procurement policy in days of sales outstanding
  • Automatic calculation of D&A on fixed assets using linear, decreasing balance, SOYD and more
  • Automatic calculation of loan repayments, multiple modes of repayments, fixed or variable interest rates, voluntary prepayments, grace periods, and more
  • Model pure accounting items such as provisions, deferred revenues and deferred costs
  • Group related items in segments in your financial statements
  • And much more....

Business planning

The basics

  • Your forecast is automatically integrated into your business plan
  • Start with a detailed outline following the structure lenders and investors expect to see
  • Get detailed instructions on what to write in each section
  • Get inspiration from dozens of business plan templates
  • Import your logo and customize the colors of your document and let our software handle the formatting for you
  • Export your business plan in PDF or Ms Word format

The power features

  • Our smart tags keep your text updated when your numbers change
  • Use conditional logic to automate your commentary

Dashboards and KPI tracking

The basics

  • Import historical financial data using spreadsheets or our accounting software integrations
  • Compare & analyse historical financial performance and actuals vs. forecasts
  • Access a library of more than 30 financial KPIs covering growth, profitability, cash generation, liquidity and solvability
  • Define targets for your KPIs and track your actuals against them
  • Create powerful charts and graphical comparisons, using historical or forecasted data, for any financial metric or KPI

The power features

  • Create custom KPIs using our intuitive formula builder
  • Import historical non-financial data using spreadsheets and create hybrid KPIs combining financial and non-financial data
  • Our landing zone analysis combines actuals and forecasted data to give you a projection of your P&L at the end of the financial year

Collaboration

  • Invite your team and advisors to collaborate with you on our platform
  • Easily control permissions for each project
  • Use comments and private notes to collaborate
  • Use version control to rollback changes when needed
Start your free trial

7-day free trial. No credit card required.

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

With The Business Plan Shop software, I was able to create a business plan that could be sent to both investors and the job centre - and at such a reasonable cost!

Mickael F.

From clear instructions on collecting data related to the organisational aspects of the business to the financial side (with automated profit and loss statements and balance sheets), this solution is really thorough. And the team is so helpful, too: as soon as you ask a question, you can expect a clear and precise response in no time.

Carole C.

Very useful and practical. A huge time saver compared to the business plans I had to draft myself using Word and Excel!

Philippe Y.

This software is excellent, saved me a lot of time. All explanations are clear and easy to understand. Thank you.

Christophe P.

Read more reviews and customer stories

Frequently Asked Questions


Is my data safe and private?
Show answer

Your business data (forecasts, business plans, historical financial data) are confidential. Our team doesn't have access to your data.

We take the security of your data very seriously, we use the Secure Sockets Layer (SSL) protocol, which encrypts any information that you send us electronically, to secure your connection to the site.

Do I need to download or install the software?
Show answer

Our solution is 100% web based, so you don't need to install anything, can access your business plan from anywhere with an Internet connection, and always get the latest version of the software.

Can I access the entire business plan template library with the subscription?
Show answer

Yes, your subscription gives you access to all the business plan templates in our library.

Do I need a background in finance or accounting to use the software?
Show answer

No knowledge of finance or accounting is required to use our platform.

All you have to do is answer simple questions and let our software crunch the numbers for you.

And if you're ever stuck, you can contact our friendly support team.

What if I need help to get started with the software?
Show answer

You can contact our support team who will be happy to guide you.

You can also consult our online help which contains answers to the most frequently asked questions.

What payment methods do you accept?
Show answer

We accept payments with credit or debit card (VISA, MasterCard, American Express) and PayPal.

How do you secure payments?
Show answer

Your connection to our site is encrypted. In addition, your credit card data do not pass through our servers: we use Braintree, a subsidiary of PayPal to secure payments.

The Business Plan Shop is PCI DSS (Payment Card Industry Data Security Standards) compliant.

Will my subscription renew automatically?
Show answer

Yes, our subscriptions renew automatically until cancelled.

You can cancel your subscription at any time, it only takes a couple of clicks.

I don't need a subscription, can I use the software for a one-off?
Show answer

Yes you can, just select a monthly plan, and remember to cancel your subscription within 30 days so that it doesn't renew.

You can cancel your subscription at anytime, it only takes a couple clicks.

How does the free trial work?
Show answer

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

Some features are limited during the free trial:

  • You can only create one business plan and forecast
  • 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
  • You can't access the business plan templates library
  • You can create your account and start your free trial here
Can I change my subscription plan later?
Show answer

Yes, you can change your subscription plan later.

Upgrades to higher tier price plans are applied immediately and you only pay the difference between your current subscription on the price of the new subscriptions.

Downgrades to lower tier price plans are applied at the end of the current billing cycle.

Will you help me write my business plan?
Show answer

Our application contains clear instructions and examples to guide you you through the process of writing your business plan.

If necessary, The Business Plan Shop team can guide you by explaining where and how to enter your data into the software.

The support offered by our team is only technical. We are not a consultant, therefore we do not offer a business plan review service, and we cannot make any judgement on the viability of your project, the quality of your argumentation or the relevance of your financials.

If you would like to benefit from the expertise of a consultant, contact us and we will put you in touch with one of our partners.

Will I get a I get a complete business plan?
Show answer

Yes. Unlike some applications that only allow you to make a financial forecast, with The Business Plan Shop you get a complete business plan including a financial forecast over 3 or 5 years and a written presentation of the project.

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

Yes, most of our clients use our software to create a business plan in order to raise financing.

Banks and investors are usually impressed by the quality of the final document which looks great and presents the information in a structured manner.

Is it possible to enter the opening balance sheet of a company already in operation?
Show answer

Yes.

If your company is already in business, simply choose existing business as the business plan type when creating the project and you can then enter the opening balance sheet.

Can I invite my team or advisors to work with me?
Show answer

Yes, you can invite your team or your financial advisors to collaborate with you by giving them access to your business plan.

You can choose between read-only for reviewers, and edit access for collaborators.

Our commenting system allows you to communicate with the users on your account inside our application.

Can I audit who made changes to a project?
Show answer

Our version control system enables you to see the last 20 modifications done on each element. This lets you see who amended which project, and restore the previous version when someone makes a genuine mistake.

What if I have other questions?
Show answer

Please contact us using the contact form on this page, and we'll be happy to answer your questions.

Take control of your business financial planning and analysis

Project you business financial performance, compare forecast to actuals, and get professional business plans to apply for funding.

Start my free trial

7 days free trial. No credit card required.

entrepreneur

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.

  • Plans & Prices

Our Platform

  • Free Trial
  • Online business plan software
  • Online forecasting software
  • Financial dashboards for small businesses
  • Pricing
  • Reviews and testimonials
  • Log in
  • Help center

Business Plan Templates

  • Restaurant business plan template
  • Hostel business plan template
  • Auto repair shop business plan template
  • Bakery business plan template
  • Other business plan templates

Resources

  • What is a business plan
  • How to write a business plan
  • Business plan outline
  • Alternative to writing a business plan with Excel
  • Easier way to create a business plan than Word
  • Free business plan template
  • More resources on our blog

The Business Plan Shop

  • About
  • Legal and data protection
  • Contact

Language

English | Français

Follow Us

Copyright © 2013 - 2023 The Business Plan Shop Ltd. All rights reserved.