Online financial software for SMBs and CFOs

The Business Plan Shop's online software helps SMBs and CFOs forecast growth, write professional business plans, track KPIs and report on financial performance.

The Business Plan Shop's online software for small and medium businesses

With our business planning software for SMBs and CFOs:

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7 day free trial. No credit card required.

Create and maintain robust financial forecasts without the complexity of spreadsheets

Error-free forecasting at your fingertips

Forecasting with Excel is painful. Multiple tabs spanning hundreds of rows means that locating data is difficult and mistakes are common.

With The Business Plan Shop, you'll be able to:

Build a complete three-way forecast (over 3 or 5 years) that's error-free

Use accounting data as a budgeting base to create new forecasts in just a few clicks

Easily model elements already on your balance sheet such as loans, fixed assets, accruals or provisions. Just input numbers into our software and let it do the maths for you.

The Business Plan Shop's financial forecasting software for SMBs and CFOs: cash flow statement
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7 day free trial. No credit card required.

Prepare for every scenario and take data-driven financial business decisions confidently

Model the financial impact of business decisions in just a few clicks

Making financial business decisions is hard - budgeting for both best and worst case outcomes helps reduce risk and get better visibility of your future profits and cash flows.

Should I hire new staff? How much extra profit would we make if we increased marketing spend by 5%?

Avoid any guesswork by easily modelling potential business decisions and instantly viewing their impact on your financial statements (P&L, cash flow statement, balance sheet).

Simply:

Duplicate your main forecast

Change some (or many) of the assumptions

View the difference between both sets of financial statements

scenario analysis tool for small and medium businesses: profit and loss statement

Track your forecast against your actuals to ensure you’re reaching your goals

Get a clear picture of your business' current performance

Centralize your forecasts and actuals data to get a holistic view of your business performance. To do so, simply connect your accounting software to The Business Plan Shop - it just takes a few clicks

Improve the accuracy of both future budgets and decision-making by comparing your actuals vs. forecast and instantly understanding how well your business is performing in comparison to expectations.

The Business Plan Shop's financial tools for SMBs: actuals vs forecast
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7 day free trial. No credit card required.

Write investor-ready and lender-friendly business plans to help secure financing

The Business Plan Shop helps you write professional business plans without hassle

Instructions and examples guide you through each section whilst helping you structure your plan the way that investors and lenders expect.

Draw inspiration from our business plan templates or use them as a starting point to write your own plan. Simply replace the text and numbers with your own business' details. Each template contains a three-way forecast and a complete written plan.

Select one of our professionally designed theme and customise it with your company colours and logo and get a nicely formatted professional business plan in PDF or Word format.

Online business plan tool for SMBs: theme and cover page templates

Gain key insights into your business and make sure KPIs are on track

Analyse historical and forecasted data

Build vibrant charts to uncover trends and gain insights about key aspects of your business. Use financial, non-financial data or KPIs (or a combination) to understand trends in profit margins, sales performance and lead conversion data better.

Set KPI targets to analyse business performance in more detail by measuring progress towards those specific objectives. Instantly view whether or not targets have been met.

Centralize your forecast and historical data to get a holistic view of your business performance by connecting The Business Plan Shop to your accounting software in just a few clicks.

The Business Plan Shop's financial tools for SMBs and CFOs: trend editor
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7 day free trial. No credit card required.

Easily share insights and collaborate with your team and advisors

Centralize your business financial planning and analysis

Delegate responsibility to team members to help you in areas that they are well-versed in. Discussions are centralised inside our application where you can manage accesses & permissions in just a few clicks. Be sure that important data is secure and only attainable by those who have the necessary permissions.

Sync your accounting software with The Business Plan Shop to create a single source of truth. Your historical financial data will automatically be imported, meaning you won't have to make manual changes. Turn budgeting into a breeze by comparing the variance between your actuals vs. forecast and using those insights to make business decisions.

The Business Plan Shop's online business plan tool for small and medium businesses: collaboration and permissions

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

The software is so easy to use. It allowed me to create my business plan for a company takeover without any issues.

Nicolas S.

Excellent software that allows the entrepreneur to have an immediate overview of the profitability of their project. Even a neophyte in accounting should be able to see clearly in no time. Everything is well-explained.

Pierre D.

I would recommend your software to everyone. The customer support team is highly responsive!

Kanda N.

Read more reviews and customer stories

Try The Business Plan Shop For Free

See our financial planning and analysis platform in action: try The Business Plan Shop for free during 7 days.

Sign up for a free trial today

No credit card required & no commitment.

Learn more about The Business Plan Shop

Start your free trial

7-day free trial. No credit card required.

Staying on top of your business performance is easy with The Business Plan Shop

Without us With The Business Plan Shop
Creating financial forecasts Done on spreadsheets which are error prone and where modelling complex elements, takes dozens of lines With our best in class forecasting software all the calculations are done for you, without errors
Writing business plans Start from a blank page with no guidance Follow clear instructions and examples throughout
Comparing the impact of scenarios Spend hours adding new tabs to manually model and compare the data A single source of truth lets you model multiple scenarios and analyse the financial impact of each in just a few clicks
Financial reporting and analysis Data is all over the place and reporting is manual Model multiple scenarios and analyse each one's financial impact in just a few clicks
Collaborate with your team Necessitates to juggle with spreadsheet versions discussion threads, and manage accesses Discussions are centralised inside our application where you can quickly manage accesses and permissions

Frequently Asked Questions

How do I write a business plan for a small business?

Writing a business plan for a small (or medium sized) business is no different to writing a business plan for any other business.

The main goal of a business plan is to outline what the business' goals are and explain it how it plans to achieve them. Business plans are also considered a key tool to help secure funding from investors or lenders.

There are two crucial parts to any business plan for a small business:

  • A complete three-way financial forecast over three or five years including a balance sheet, profit and loss statement and cash flow statement
  • A written part that covers in detail all the key sections which investors and lenders expect

If you aren't used to writing business plans, The Business Plan Shop's online software can help. 

Want to see for yourself? Sign up for a free trial today.

Is The Business Plan Shop the best financial tool for a small business?

The Business Plan Shop argubaly offers the best financial tool for small and medium sized businesses:

  • Build financial forecasts with ease by inputting numbers into our financial tool and letting it do the maths for you
  • Model both simple and complex elements included in your chart of accounts
  • Build new forecasts in just a few clicks by using your accounting data as a budgeting base
  • Receive a complete, three-way financial forecast spanning 3 or 5 years
  • Our forecast analysis dashboard inspects your financial forecast and identifies potential issues with it
How can The Business Plan Shop's online software help CFOs?

Chief financial officers (CFOs) are usually tasked with managing a businesses finances.

The Business Plan Shop's online software helps CFOs:

  • Increase productivity by harmonising data from different systems or sources to create a single source of truth for financial performance
  • Model different scenarios whilst viewing the impact on financial statements
  • Get an accurate overview of potential profitability and cash flow over the next 3-5 years to plan future growth
  • Define and track KPIs to ensure the business is heading in the right direction
  • Work remotely with team members by making it easy to collaborate through notes and permissions, which are both centralised in the platform itself
  • Quickly analyse financial performance and make data-driven business decisions with confidence
What are the benefits of signing up for a free trial with The Business Plan Shop?

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
  • The financials of the first year of forecast are visible, data for other years are hidden
  • You can export your plan in PDF but not in Word or CSV

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

How much does The Business Plan Shop cost for SMB's?

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

Can I collaborate with my team or an accountant?

Yes, The Business Plan Shop lets you collaborate with clients with ease.

Invite users and control their permissions all in one place.

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

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.