Business Plan Software

This information was sourced from verified user reviews of Xero

Ease of Use 4.3
Customer Service 4.0
Value for Money 4.2

Verified reviewers

"Over the last 8 years it's been easy to manage my business finances - and that's from someone who..." Read the full review

Jonathan

Experience strategist in UK

This information was sourced from Xero

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Xero

Pros:

Integrates well with adds on to provide more sophisticated reporting. Integration with AI products such as ReceiptBank and Approval Donkey also work well. Read more

Cons:

1099 reports are too limited. Tracking categories are too limited. Read more

This information was sourced from Xero

Who Uses Xero?

Accounting for Small Business

Countries available

Australia, Canada, Hong Kong SAR China, India, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore , South Africa, United Kingdom, United States and 3 others

Languages

English

LivePlan

4.5 (168)

This information was sourced from verified user reviews of LivePlan

Ease of Use 4.5
Customer Service 4.4
Value for Money 4.3

Verified reviewers

"The ease of use; being able to input things simply" Read the full review

Joseph

Owner in US

This information was sourced from LivePlan

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of LivePlan

Pros:

This program walked me through my process and made it as easy as possible to navigate and formulate my strategies. I found other models very difficult, this made business plan wring easy. Read more

Cons:

I struggled with the financial forecast section. I'm bad with numbers, and really just this part in general, so a little more instruction around this area would have been nice. Read more

This information was sourced from LivePlan

Who Uses LivePlan?

LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals.

Countries available

Australia, Brazil, Canada, China, Germany, India, Ireland, Netherlands, South Africa, United Kingdom , United States and 1 others

Languages

English, French, German, Italian, Portuguese, Spanish

Aha!

4.7 (547)

This information was sourced from verified user reviews of Aha!

Ease of Use 4.4
Customer Service 4.8
Value for Money 4.6

Verified reviewers

"A very user-friendly and straightforward interface. It's fantastic that a single platform can be..." Read the full review

Brandon

Sales Specialist in US

This information was sourced from Aha!

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Aha!

Pros:

Combined with the excellent integration options, I would recommend evaluating Aha! whether you are a startup or looking to upgrade the PM function. Read more

Cons:

Often I'll need to completely refresh the page before I see my changes in the UI so it makes things a bit slower to use. Read more

This information was sourced from Aha!

Who Uses Aha!?

Aha! helps companies build lovable software. More than 1 million product builders use our suite of tools which include Aha! Roadmaps, Aha! Ideas,...

Countries available

Australia, Canada, Germany, India, Israel, Netherlands, New Zealand, South Africa, United Kingdom, United States

Languages

English

BizPlanBuilder

4.9 (11)

This information was sourced from verified user reviews of BizPlanBuilder

Ease of Use 4.8
Customer Service 4.6
Value for Money 4.8

Verified reviewers

"I met [sensitive content hidden] in the early days of BizPlanBuilder and Business Power Tools, and..." Read the full review

Lion

Founder and CEO in US

This information was sourced from BizPlanBuilder

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of BizPlanBuilder

Pros:

The templates were quite general to allow customization. Read more

Cons:

I had no real criticisms of the plan when I bought it (before subscription service). Read more

This information was sourced from BizPlanBuilder

Who Uses BizPlanBuilder?

Start-up Teams, Entrepreneurs, Inventors, Growing Companies with 5-300 employees, Management Consultants, Incubators, NonProfits, Enterprise...

Countries available

Afghanistan, Albania, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia , Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, British Virgin Islands, Brunei, Bulgaria, Cambodia, Canada, Cayman Islands, Chile, China, Colombia, Cook Islands, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Dominica, Dominican Republic, Ecuador, El Salvador, Estonia, Falkland Islands, Faroe Islands, Fiji, Finland, French Guiana, French Polynesia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Jamaica, Jersey, Jordan, Kazakhstan, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Malaysia, Maldives, Malta, Marshall Islands, Martinique, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Myanmar (Burma), Nauru, Nepal, New Caledonia, New Zealand, Nicaragua, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Samoa, San Marino, Saudi Arabia, Serbia, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Sri Lanka, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Suriname, Switzerland, Syria, Taiwan, Tajikistan, Thailand, Timor-Leste, Tonga, Trinidad & Tobago, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Ukraine, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Åland Islands and 158 others

Languages

English

Jira

4.4 (14,928)

This information was sourced from verified user reviews of Jira

Ease of Use 4.1
Customer Service 4.2
Value for Money 4.3

Verified reviewers

"Once we got past the learning phase, Jira significantly improved our project efficiency and..." Read the full review

Abu

Software Engineer in Finland

This information was sourced from Jira

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Jira

Pros:

It’s ease of use to set up different help desks or ticket requests was fairly easy. Each help desk can be unique to the department it serves. Read more

Cons:

It can be costly and there are nasty sides on the licensing. For example, you can't use plugins for a limited number of users, and only pay for that the number of users. Read more

This information was sourced from Jira

Who Uses Jira?

All teams

Countries available

Angola, Australia, Austria, Belgium, Brazil, Canada, China, Denmark, Finland, France , Germany, Iceland, India, Ireland, Italy, Japan, Luxembourg, Mexico, Netherlands, New Zealand, Norway, Philippines, Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Ukraine, United Arab Emirates, United Kingdom, United States and 22 others

Languages

Czech, Danish, English, French, German, Italian, Japanese, Polish, Portuguese, Russian , Spanish, Traditional Chinese and 2 others

Smartsheet

4.5 (3,382)

This information was sourced from verified user reviews of Smartsheet

Ease of Use 4.3
Customer Service 4.3
Value for Money 4.4

Verified reviewers

"It is very flexible, enabling one to have a personalized order of work and flow, which may suit a..." Read the full review

Otilde

Product Designer in Spain

This information was sourced from Smartsheet

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Smartsheet

Pros:

Dashboards can be a nice way to have an overview with links to different sheets if you have a project with several documents, and are willing to spend the extra time and money to set it up. Read more

Cons:

It's also sometimes difficult to tell where user error plays a role in mathematic mistakes. I'd like to see more effort put into these areas. Read more

This information was sourced from Smartsheet

Who Uses Smartsheet?

Smartsheet's intuitive online project management app is used broadly across organizations to track and manage diverse types of work for teams large...

Countries available

Australia, Austria, Belgium, Canada, China, Denmark, Finland, France, Germany, India , Ireland, Italy, Japan, Luxembourg, Mexico, Netherlands, New Zealand, Norway, Singapore, South Africa, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States and 16 others

Languages

English, French, German, Italian, Portuguese, Russian, Spanish

Wrike

4.3 (2,728)

This information was sourced from verified user reviews of Wrike

Ease of Use 4.1
Customer Service 4.3
Value for Money 4.2

Verified reviewers

"Wrike helps us share knowledge and divide tasks with my team. It is easy to log in and check the..." Read the full review

Rachel L.

Digital News Coordinator in Canada

This information was sourced from Wrike

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Wrike

Pros:

I liked that Wrike was able to integrate easily into our systems as well as being fairly intuitive to use. Read more

Cons:

Customer support is poor, be very cautious about changes to level of service or SLA's mid-contract with no recourse. Read more

This information was sourced from Wrike

Who Uses Wrike?

Wrike helps scale workflow processes for maximum efficiency, empowering teams, manage projects, drive initiatives, and achieve goals.

Countries available

Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba , Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 212 others

Languages

Chinese, Danish, Dutch, English, French, German, Indonesian, Italian, Japanese, Korean , Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Traditional Chinese, Ukrainian and 8 others

Kajabi

4.4 (200)

This information was sourced from verified user reviews of Kajabi

Ease of Use 4.1
Customer Service 4.2
Value for Money 3.7

Verified reviewers

"overall it is an ideal platform if you are interested in in creating and selling online content." Read the full review

Arlene

Digital marketer in Canada

This information was sourced from Kajabi

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Kajabi

Pros:

Especially in regards to courses and making the most out of your customer relationships. It's user friendly, and allows your courses to look very professional. Read more

Cons:

The price is what really hurts my heart and my pocketbook. Read more

This information was sourced from Kajabi

Who Uses Kajabi?

Kajabi is an all-in-one platform for entrepreneurs to build, market, and sell digital products based on their expertise.

Countries available

United States

Languages

English

Productboard

4.7 (152)

This information was sourced from verified user reviews of Productboard

Ease of Use 4.4
Customer Service 4.7
Value for Money 4.3

Verified reviewers

"I love the UI of the platform, the app feels modern and straightforward" Read the full review

Nathan

Product Manager in UK

This information was sourced from Productboard

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Productboard

Pros:

Easy integration and linking of external tools. Read more

Cons:

Searchong for already submitted requests can be difficult. Constant moderator required. Read more

This information was sourced from Productboard

Who Uses Productboard?

Product managers, product teams, and product organizations from startup to enterprise

Countries available

Australia, Brazil, Canada, Czechia, Denmark, France, Germany, Ireland, Italy, Mexico , Netherlands, New Zealand, Portugal, Spain, Switzerland, United Kingdom, United States and 7 others

Languages

English

STRATWs ONE

4.5 (94)

This information was sourced from verified user reviews of STRATWs ONE

Ease of Use 4.2
Customer Service 4.2
Value for Money 4.3

Verified reviewers

"User friendly, Open for improvements, full set of tools to support the companies routines and needs." Read the full review

Joshua

Performance Excellence Manager in Israel

This information was sourced from STRATWs ONE

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of STRATWs ONE

Pros:

Very easy to customize and provides the history of goals. Very clear visualization of projects completion and achievement. Read more

Cons:

It takes practice, at first it can be a little tricky for beginners. It takes a while to load the information too. Read more

This information was sourced from STRATWs ONE

Who Uses STRATWs ONE?

Best fit for Mid-sized and Enterprise companies that embrace KPIs, run corporate & individual performance appraisal.

Countries available

Brazil, Portugal

Languages

English, Portuguese

Upmetrics

4.8 (59)

This information was sourced from verified user reviews of Upmetrics

Ease of Use 4.8
Customer Service 4.7
Value for Money 4.8

Verified reviewers

"Hands down, the best business planning software I have ever used." Read the full review

Cindy

CEO in US

This information was sourced from Upmetrics

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Upmetrics

Pros:

Also, I had a couple of support issues which were addressed with lightening speed. This is a huge factor and they at Upmetrics have customer service nailed. Read more

Cons:

New clients or team members sometimes struggle a bit with the interface, but they usually get used to it after a couple of sessions. Read more

This information was sourced from Upmetrics

Who Uses Upmetrics?

Entrepreneurs, small businesses, educators, students, and business consultants use Upmetrics to create business and financial projections, pitch...

Countries available

United States

Languages

Not provided by vendor

IdeaBuddy

4.6 (57)

This information was sourced from verified user reviews of IdeaBuddy

Ease of Use 4.7
Customer Service 4.7
Value for Money 4.6

Verified reviewers

"Wonderful, user friendly and robust. Especially easy to grasp for new entrepreneurs." Read the full review

Pablo

CEO Project Director in Colombia

This information was sourced from IdeaBuddy

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of IdeaBuddy

Pros:

The easily approach to a complex plan, with a clear guidelines. Read more

Cons:

I don't like the design of the business plan. I have tried it and it has some structure issues. Read more

This information was sourced from IdeaBuddy

Who Uses IdeaBuddy?

From ambitious startups to established entrepreneurs, and from educational institutions to consultants, IdeaBuddy is used by a diverse array of users...

Countries available

Albania, Algeria, Andorra, Argentina, Australia, Austria, Bahamas, Bahrain, Belarus, Belgium , Bosnia & Herzegovina, Brazil, Bulgaria, Canada, Chile, China, Colombia, Croatia, Cyprus, Czechia, Denmark, Dominican Republic, Egypt, Estonia, Faroe Islands, Finland, France, Germany, Greece, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Ireland, Israel, Italy, Jamaica, Japan, Jordan, Kuwait, Latvia, Lebanon, Liechtenstein, Lithuania, Luxembourg, Malaysia, Malta, Mexico, Moldova, Monaco, Montenegro, Morocco, Netherlands, New Zealand, Nigeria, North Macedonia, Norway, Oman, Peru, Philippines, Poland, Portugal, Qatar, Romania, San Marino, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, Sweden, Switzerland, Thailand, Tunisia, Türkiye, United Arab Emirates, United Kingdom, United States, Uruguay, Vietnam and 74 others

Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Polish, Portuguese, Serbian , Spanish and 1 others

Business Base

4.7 (55)

This information was sourced from verified user reviews of Business Base

Ease of Use 4.7
Customer Service 4.8
Value for Money 4.7

Verified reviewers

"Fully tailored to optimize cloud projects/tasks management, scheduling planning, tasks creation,..." Read the full review

Karuhiu

Medical Sales Representative in Kenya

This information was sourced from Business Base

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Business Base

Pros:

What I like most about Business Base is the intuitive UI and it provides phenomenal user experience for our customers. I also like how easy to use this tool for both novice and professional users. Read more

Cons:

Business Base lack mobile iOS application in my country I guess. Read more

This information was sourced from Business Base

Who Uses Business Base?

Business managers, leaders, operators, owners, directors, supervisors, administrators, consultants, and more! It's intuitive interface and broad...

Countries available

Canada

Languages

English

ClearPoint Strategy

4.9 (48)

This information was sourced from verified user reviews of ClearPoint Strategy

Ease of Use 4.6
Customer Service 5.0
Value for Money 4.7

Verified reviewers

"In addition to the product, I am extremely satisfied with the training we received on site, as well..." Read the full review

Delinda

Director, Quality Management & Performance Improvement (Integrated Role) in US

This information was sourced from ClearPoint Strategy

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of ClearPoint Strategy

Pros:

It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas. Read more

Cons:

My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report. Read more

This information was sourced from ClearPoint Strategy

Who Uses ClearPoint Strategy?

Any small or mid-sized business, local or state government, healthcare network, credit union regional bank or utility who wants better BPR and OKR...

Countries available

Canada, Mexico, United Kingdom, United States

Languages

English, French, Portuguese, Spanish

ProAI

5.0 (42)

This information was sourced from verified user reviews of ProAI

Ease of Use 4.8
Customer Service 5.0
Value for Money 4.9

Verified reviewers

"Having used past AI tools to get business plans they really where not looking in depth enough in..." Read the full review

Rob

Senior Business Development Manager in UK

This information was sourced from ProAI

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of ProAI

Pros:

It's smart and intuitive but also very fast when it comes to getting the answers you need and understanding what your needs are. Read more

Cons:

Also restricts the investor list for the country the company is registered in. Read more

This information was sourced from ProAI

Who Uses ProAI?

Not provided by vendor

Countries available

Albania, Andorra, Austria, Belarus, Belgium, Bosnia & Herzegovina, Bulgaria, Croatia, Cyprus, Czechia , Denmark, Estonia, Faroe Islands, Finland, France, Germany, Gibraltar, Greece, Greenland, Guernsey, Hungary, Iceland, Ireland, Isle of Man, Italy, Jersey, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Moldova, Monaco, Montenegro, Netherlands, North Macedonia, Norway, Poland, Portugal, Romania, Russia, San Marino, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye, Ukraine, United Kingdom, United States, Vatican City, Åland Islands and 44 others

Languages

English

ESM+Strategy

4.7 (35)

This information was sourced from verified user reviews of ESM+Strategy

Ease of Use 4.8
Customer Service 4.8
Value for Money 5.0

Verified reviewers

"The value proposition of the tool consists of three things: 1. Transparency - Provides a holistic..." Read the full review

Joshua

Process Consultant - Planning and Strategy in US

This information was sourced from ESM+Strategy

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of ESM+Strategy

Pros:

I like the fact that I can use the software to get a client supported with their strategy management journey quickly. Read more

Cons:

At the moment there is no dislikes with the ESM. It may improve some risk and process management features. Read more

This information was sourced from ESM+Strategy

Who Uses ESM+Strategy?

Strategy management professionals, executive leadership, business process managers, "Do it yourself" users in the Healthcare, Insurance, Government,...

Countries available

United States

Languages

English

Intecplan

4.9 (33)

This information was sourced from verified user reviews of Intecplan

Ease of Use 4.8
Customer Service 4.8
Value for Money 4.9

Verified reviewers

"Excellent tool for Business Plan builders." Read the full review

Daniel

CEO in Mexico

This information was sourced from Intecplan

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from Intecplan

Who Uses Intecplan?

Manufacturing, trade, or services companies that need a Business Plan, and Universities that teach the subject of 'Investment Projects'

Countries available

Algeria, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Austria, Bahamas , Barbados, Belgium, Belize, Bermuda, Bolivia, Botswana, Brazil, British Virgin Islands, Cameroon, Canada, Cayman Islands, Chile, Colombia, Costa Rica, Croatia, Curaçao, Cyprus, Czechia, Denmark, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Estonia, Falkland Islands, Finland, France, French Guiana, Germany, Greece, Grenada, Guadeloupe, Guatemala, Guyana, Honduras, Iceland, India, Indonesia, Ireland, Israel, Italy, Japan, Jordan, Kenya, Kuwait, Latvia, Liechtenstein, Lithuania, Luxembourg, Malaysia, Martinique, Mexico, Monaco, Montserrat, Morocco, Mozambique, Namibia, Netherlands, New Zealand, Nicaragua, Nigeria, Norway, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Saudi Arabia, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Suriname, Sweden, Switzerland, Taiwan, Tanzania, Trinidad & Tobago, Tunisia, Turks & Caicos Islands, Türkiye, United Arab Emirates, United Kingdom, United States, Uruguay, Zambia, Zimbabwe and 99 others

Languages

Brazilian Portuguese, English, European Portuguese, French, Italian, Portuguese, Spanish

Valutico

4.5 (32)

This information was sourced from verified user reviews of Valutico

Ease of Use 4.6
Customer Service 4.8
Value for Money 4.5

Verified reviewers

"Since starting to work with Valutico in 2021, we have had only the best service experiences with..." Read the full review

Frank

Managing Partner in US

This information was sourced from Valutico

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Valutico

Pros:

The most likely is the final output, very impressive for the client. Read more

Cons:

Sometimes some multiple is missing and it would be a good enhancement to prompt response on the rationales behind missing multiples. Read more

This information was sourced from Valutico

Who Uses Valutico?

Corporate Finance Professionals, M&A Advisors, Valuation Specialists, Accountants

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 218 others

Languages

English, French, German, Italian, Spanish

Klyck

4.9 (28)

This information was sourced from verified user reviews of Klyck

Ease of Use 4.7
Customer Service 4.9
Value for Money 4.9

Verified reviewers

"Fantastic, helped me store my documents safely" Read the full review

Nathan

Human Resource Manager in Kenya

This information was sourced from Klyck

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Klyck

Pros:

This streamlined process enhances collaboration. Communication, and engagement, fostering stronger relationships and driving business success. Read more

Cons:

I dont think there's a feature i dislike enough to put it as a least liked. Read more

This information was sourced from Klyck

Who Uses Klyck?

Klyck works well with both growing and enterprise teams

Countries available

Argentina, Australia, Belgium, Bolivia, Brazil, Canada, Chile, China, Colombia, Denmark , Ecuador, Falkland Islands, France, French Guiana, Germany, Guyana, Hong Kong SAR China, India, Ireland, Israel, Italy, Japan, Mexico, Netherlands, New Zealand, Paraguay, Peru, Philippines, Singapore, South Africa, South Korea, Spain, Suriname, Sweden, United Arab Emirates, United Kingdom, United States, Uruguay, Venezuela and 29 others

Languages

Brazilian Portuguese, Chinese, Croatian, Czech, English, French, German, Italian, Japanese, Korean , Polish, Russian, Slovak, Slovenian, Spanish, Thai, Traditional Chinese, Turkish, Vietnamese and 9 others

AchieveIt

4.7 (21)

This information was sourced from verified user reviews of AchieveIt

Ease of Use 4.7
Customer Service 4.8
Value for Money 4.4

Verified reviewers

"AchieveIt has allowed me to operated more efficiently." Read the full review

Candice

Strategy Manager in Jamaica

This information was sourced from AchieveIt

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of AchieveIt

Pros:

The product is easy to use and intuitive. It is very helpful to be able to supplement the result and comments with attachments, if needed. Read more

Cons:

The navigation and the rigidity with the Plan naming and structure. Read more

This information was sourced from AchieveIt

Who Uses AchieveIt?

Executive management, C-suite, V-suite, director-manager levels. Built for 200+ employees companies or large teams with plans that need to be...

Countries available

Australia, Canada, United States

Languages

English

Bizplan

4.4 (20)

This information was sourced from verified user reviews of Bizplan

Ease of Use 4.2
Customer Service 3.8
Value for Money 4.2

Verified reviewers

"Overall, I recommend this tool to anyone who is starting a business. Especially if you don't know..." Read the full review

James

Owner in US

This information was sourced from Bizplan

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Bizplan

Pros:

Not only that, but the report it outputs makes you look like a pro with minimal effort. Read more

Cons:

No major dislikes so far but only using for a few months. Time will tell if any issues once we have used this software for a longer period of time. Read more

This information was sourced from Bizplan

Who Uses Bizplan?

We work with with entrepreneurs, startups, and small businesses across the globe.

Countries available

Australia, Canada, India, Mexico, United Kingdom, United States

Languages

English

Causal

4.8 (18)

This information was sourced from verified user reviews of Causal

Ease of Use 4.5
Customer Service 5.0
Value for Money 4.8

Verified reviewers

"Causal offers advanced modelling in a user friendly way. The way you can build models, connect to..." Read the full review

👀 Niels

Founder in Netherlands

This information was sourced from Causal

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Causal

Pros:

The ability to run scenarios in a drag and drop format was one of the greatest benefits. Read more

Cons:

Every bug or frustration seems to be resolved in the following release. Read more

This information was sourced from Causal

Who Uses Causal?

Our target market are companies between 50 - 1000 employees, from all verticals. If you love to build and manage financial models, you'll love Causal.

Countries available

Anguilla, Antigua & Barbuda, Aruba, Australia, Bahamas, Barbados, Belize, Bermuda, British Virgin Islands, Canada , Cayman Islands, Costa Rica, Cuba, Dominica, Dominican Republic, El Salvador, France, Grenada, Guadeloupe, Guatemala, Haiti, Honduras, Jamaica, Martinique, Mexico, Montserrat, New Zealand, Nicaragua, Panama, Puerto Rico, Singapore, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Trinidad & Tobago, Turks & Caicos Islands, US Virgin Islands, United Kingdom, United States and 31 others

Languages

English

Businessorter

4.9 (17)

This information was sourced from verified user reviews of Businessorter

Ease of Use 4.9
Customer Service 5.0
Value for Money 4.8

Verified reviewers

"I have completely streamlined and systemised the planning process by using the software. There are..." Read the full review

Jonathan

Owner in UK

This information was sourced from Businessorter

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Businessorter

Pros:

Simplicity, clarity, cloud based. We were looking for a solution for a Franchised organisation and this is ideal. Read more

Cons:

Maybe more options to add extra cards perhaps, but this may defeat the purpose of really focusing your tasks and actions. Read more

This information was sourced from Businessorter

Who Uses Businessorter?

Business Sorter has been specifically designed for small and medium sized businesses. This may include franchises and business units within larger...

Countries available

New Zealand

Languages

English

Workee

4.8 (17)

This information was sourced from verified user reviews of Workee

Ease of Use 4.8
Customer Service 4.8
Value for Money 5.0

Verified reviewers

"It is ease to use with helpful resourcest It is very efficient with customization options And it's..." Read the full review

Emad Azmy

Boss in US

This information was sourced from Workee

Financial Templates
Business Plan Templates
Step-by-Step Wizard
Investor Management
Budgeting/Forecasting
Pitch Presentation
Financial Modeling
Goal Setting/Tracking
Financial Reporting

This information was sourced from verified user reviews of Workee

Pros:

The paypal integration was smooth. Creating a meeting was also simple. Read more

Cons:

Can't say that I don't like something in Workee. Read more

This information was sourced from Workee

Who Uses Workee?

Tutors, Teachers, Coaches, Marketers, Designers, Nutritionists, Stylists, Yoga Trainers, Fitness Experts, Photographers, and other professionals who...

Countries available

Australia, Austria, Belgium, Bulgaria, Canada, Cyprus, Czechia, Denmark, Estonia, Finland , France, Germany, Greece, Hong Kong SAR China, Hungary, Ireland, Italy, Japan, Latvia, Lithuania, Luxembourg, Malta, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Kingdom, United States and 26 others

Languages

English

Rhythm

4.6 (16)