software per fare business plan

BUSINESS PLAN online COS'È A COSA SERVE COME FARLO

Guida 2024 alla creazione del business plan con esempi e software., il business plan.

La nuova guida completa 2024 per fare il business plan. Seguila e riuscirai a realizzare da solo il tuo piano industriale e realizzare la tua idea imprenditoriale. Un business plan comprende di base 10 elementi: la panoramica, il sommario esecutivo; descrizione generale dell'azienda; l'opportunità; industria e mercato; la tua strategia; Il gruppo; un piano di marketing; piano operativo; piano finanziario. Un piano aziendale non renderà automaticamente un successo la tua iniziativa, ma ti aiuterà a evitare alcune cause comuni di fallimento aziendale, tra cui la sottocapitalizzazione o la mancanza di un mercato adeguato.

> Come fare un Business Plan per Startup > Guida alle Startup Innovative

Tutte le risposte sul business plan:

• - Cos'è un Business Plan
• - A cosa serve il Business Plan
• - Perché fare un Business Plan
• - Quando fare un Business Plan
• - Cosa inserire nel Business Plan
• - Come fare un Business Plan
• - Esempi di Business Plan
• - Business Plan PDF
• - Software Business Plan Gratuito

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Nuovo software "business plan excel", compra e scaricalo subito: 90€ scopri il software "business plan excel", cos'è un business plan.

Il "business plan" è un documento che sintetizza i contenuti e le caratteristiche di un progetto imprenditoriale (business idea). Viene utilizzato sia per la pianificazione e gestione aziendale che per la comunicazione esterna, in particolare verso potenziali finanziatori o investitori. Da Wikipedia , l'enciclopedia libera. > Cos'è un Business Plan

A COSA SERVE IL BUSINESS PLAN

Il business plan è fondamentale per l'avvio di una nuova impresa, lo sviluppo di un business o la realizzazione di un nuovo progetto. Serve per valutare, sotto tutti gli aspetti aziendali (patrimoniali, economici, finanziari) la bontà dell'iniziativa e in particolare la capacità di generare utili per il sostentamento dell'azienda stessa.

PERCHÉ FARE UN BUSINESS PLAN

La principale ragione per realizzare un business plan è perché ci viene chiesto dall'esterno: per accedere a finanziamenti di terzi o entrate in c/capitale, per usufruire di un contributo statale. Tutti ottimi motivi! Non dimentichiamoci però che il business plan è utile e può fornire indicazioni lungo tutta la vita dell'azienda (a prescindere da nuovi assetti finanziari/patrimoniali).

QUANDO FARE IL BUSINESS PLAN

Il business plan è necessario per accedere a finanziamenti da parte di privati (banche) e contributi a fondo perduto (comunitari, statali, regionali, ...). Non solo: l'entrata di un nuovo socio può giustificare la realizzazione di un business plan.

COSA INSERIRE NEL BUSINESS PLAN

Il business plan è di fatto uno standard a livello internazionale ed è composto da 10 elementi base. In ogni sezione è opportuno inserire tutte le informazioni specifiche del progetto che si intende realizzare. Non esiste un business plan generico uguale per tutti, per il semplice motivo che ogni azienda è diversa da tutte le altre.

> Cosa inserire nel business plan - Guida 2024

I 10 elementi che compongono il business plan:

• - un sommario - executive summary
• - descrizione del progetto
• - presentazione generale dell'azienda
• - opportunità
• - industria e mercato
• - strategia
• - team aziendale
• - piano di marketing
• - piano operativo
• - piano finanziario

COME FARE UN BUSINESS PLAN

Il business plan è composto di fatto da una sezione descrittiva supportata da elementi numerici con le proiezioni di bilancio. Quindi è essenziale utilizzare un software per la parte numerica: Excel è un ottimo strumento per realizzare il business plan.

> Video come fare un Business Plan (YouTube) > Come fare un Business Plan

Video business plan

ESEMPI DI BUSINESS PLAN

In questo sito trovi molti esempi di business plan già compilati (per startup, aziende di produzione, aziende commerciali, servizi ,...) utili come riferimento per le tue iniziative imprenditoriali.

Guida al Business Plan in PDF Download PDF

Qui puoi consultare esempi di business plan già realizzati:

• - Business Plan Azienda Agricola
• - Esempio Business Plan settore Plastica
• - Business Plan per Ristorante
• - Business Plan per Finanziamenti Bancari
• - Business Plan per B&B e Affittacamere
• - Business Plan per Asili Nido
• - Business plan Azienda Vinicola
• - Business Plan per Aziende Agricole

FAQ BUSINESS PLAN

Tutte le Risposte alle Domande più Frequenti (FAQ) sul Business Plan per la realizzazione del tuo Piano Industriale.

> Leggi le FAQ sul Business Plan

Se stai iniziando a capire come fare il Business Plan, qui puoi trovare le risposte alle domande più frequenti:

• - business plan
• - bilancio di previsione
• - programmazione aziendale

SOFTWARE BUSINESS PLAN GRATUITO

Scarica la Versione FREE Gratuita

Business Plan Software Excel

Versione in Italiano. Semplice da utilizzare

• DOWNLOAD GRATIS

Software per Business Plan: i 5 migliori del 2022, caratteristiche e quale scegliere

Il software per Business Plan è uno strumento che permette a imprenditori e liberi professionisti di realizzare un Business Plan professionale per la propria azienda.

Indice argomenti:

Cos’è un software per Business Plan

Il software per Business Plan serve innanzitutto a redigere materialmente il piano industriale della propria azienda.

La risposta a questa domanda, però, è più articolata e complessa.

Quest’ultimo è il documento che descrive lo sviluppo del proprio progetto imprenditoriale.

Un piano industriale elaborato con criterio mostra ai lettori (che siano i soci dell’azienda o eventuali acquirenti o investitori) le strategie per raggiungere gli obiettivi prefissati e le previsioni sulla crescita e sull’impatto futuro del business sul mercato. Questo tipo di programma racchiude applicazioni e utilities fatte per convertire in proiezioni e strategie di marketing tutti i dati inseriti dal titolare della società.

A cosa serve un software per Business Plan

Al proprietario o gestore di un’azienda un piano industriale stampato in bella copia in forma di plico serve a poco.

A sé stesso, perché ha bisogno di una modalità più dinamica per gestire i dati numerici.

Deve poter effettuare delle modifiche istantanee in funzione (ad esempio) di variabili finanziarie che hanno reso inattuale il piano industriale.

Un finanziatore non si accontenta di osservare l’andamento di un grafico, vuole anche partecipare attivamente alle varie voci del Business Plan.

Magari suggerendo qualche modifica, magari cambiando qualche proiezione tramite l’utilizzo di altri dati.

Lo stesso discorso vale inoltre per quei soci che devono valutare le strategie aziendali e hanno una voce in capitolo.

Ecco perché l’utilizzo di un software per Business Plan è fondamentale per un imprenditore che vuole veder crescere la propria azienda: in questo modo è più facile collegare e coinvolgere le varie parti coinvolte in un’impresa e modificare in corsa il progetto di sviluppo della stessa.

Come funziona un software per Business Plan

L’intero procedimento di un software per Business Plan si può sintetizzare in due fasi.

La prima è quella dell’inserimento dei dati. Questi ultimi possono essere trascritti manualmente o importati da fogli formato Excel (qualora il software sia compatibile).

In questa fase l’interfaccia intuitiva del programma e i suggerimenti forniti da assistenza o tutorial rendono l’operazione piuttosto facile per l’utente.

Successivamente i dati inseriti vengono elaborati dal software e ‘restituiti’ in automatico sotto forma di grafici e tabelle che riportano previsioni come il bilancio o il flusso di cassa.

Anche in questo caso non vi è alcuna difficoltà per chi si trova a gestire il software, dovendo semplicemente riscontrare la chiarezza espositiva delle informazioni.

I vantaggi nell’utilizzo di un software per Business Plan

• Nella maggior parte dei casi un software per Business Plan è compatibile con la maggior parte di software gestionali o di contabilità. Nella fattispecie i programmi più ricorrenti sono Excel, Xero e Quickbooks.
• Un software per Business Plan come Liveplan permette di convertire il piano industriale in un formato Word o PDF. Quello che può sembrare un semplice vantaggio è in realtà una funzionalità molto importante, poiché si tratta dei formati più diffusi e frequenti per la visualizzazione di un documento.
• In molti casi i software per Business Plan presentano una duttilità tale da poter essere utilizzati con diverse apparecchiature. Chi si avvale delle prestazioni di Liveplan può operare non solo su PC e Mac, ma anche sul proprio tablet.
• I software di Business Plan sono dotati di strumenti di assistenza e tutoraggio accessibili e ‘friendly’ anche per i non addetti ai lavori. Tra gli altri, PlanGuru è il software che ha riscontrato il miglior numero di feedback in tal senso.
• Chi utilizza un software di Business Plan può usufruire della consulenza puntuale di esperti del settore
• In certi casi rivolgersi ad un software per piani industriali offre notevoli opportunità per il proprio business. Sottoscrivendo l’abbonamento a Bizplan si può usufruire a titolo gratuito di utilities e strumenti dell’importante community Startups.com, compreso l’accesso ad un forum dove rispondono circa 20.000 esperti di ogni settore.
• I software per piani industriali possono aiutare l’imprenditore ad ottenere più facilmente un finanziamento da istituti bancari. La realizzazione di un Business Plan credibile in ogni singolo punto può valere, per una banca attenta al potenziale di un progetto, quanto la più solida delle garanzie patrimoniali.

Come scegliere un software per Business Plan: vantaggi e funzionalità

La prima discriminante che dev’essere tenuta in considerazione per la scelta di un software per Business Plan è il costo.

Ogni azienda ha il proprio budget, per cui in base a quest’ultimo può decidere di orientarsi su un software il cui pagamento avviene ‘a consumo’ o su un altro per cui è preferibile sottoscrivere un abbonamento annuale o mensile. La scelta di questa particolare tipologia di programma dev’essere ben ponderata e per nulla affidata alla fretta di buttarsi sulla prima soluzione offerta.

In questo senso è più che mai sensato far cadere la propria preferenza su un software in grado di garantire un periodo di prova.

Uno dei software migliori da questo punto di vista è Enloop , che assicura una settimana di utilizzo totalmente gratuito anche per quanto riguarda gli strumenti cosiddetti ‘premium’. Un software per Business Plan dev’essere funzionale alle esigenze di chi deve realizzare il piano industriale. La scelta, dunque, deve ricadere sulla soluzione più ‘vantaggiosa’.

Può capitare ad esempio che a necessitare del Business Plan siano industriali privi di esperienza e di certe competenze in campo commerciale; in questo caso è opportuno affidarsi ad un software dotato di un tutoraggio ‘mirato’ a certi settori specifici come quello del marketing.

Oppure l’esigenza di servirsi contemporaneamente di più strumenti può indirizzare verso un software capace di convogliare in un’unica piattaforma l’utilizzo di più programmi gestionali o di altra natura.

Può verificarsi, inoltre, la necessità di dover lavorare su più Business Plan che facciano capo ad un unico account. In questa circostanza optare per un software come Liveplan vuol dire arrivare a poter gestire un numero addirittura illimitato di piani industriali con lo stesso account.

Quando si parla di Business Planning, infine, bisogna tener conto delle tempistiche entro le quali si vogliono raggiungere determinati obbiettivi. Un piano industriale a lunga scadenza trova il suo sbocco naturale nel software PlanGuru , che consente di pianificare previsioni finanziarie fino a 10 anni.

Costi per un software per Business Plan e limiti

Per ogni software per Business Plan c’è un diverso costo e una diversa formula di pagamento.

In alcuni casi è richiesto il pagamento di una cifra mensile piuttosto modica, in altri si richiede un abbonamento annuale.

Viste le funzionalità diverse dei vari programmi sembra inopportuno fare un discorso ‘qualità/prezzo’ facendo comparazioni e individuando il cosiddetto software ‘migliore’.

In linea di massima, dunque, ogni importo è proporzionato con le funzionalità e i vantaggi offerti al consumatore.

Detto questo, fatte salve alcune eccezioni come Bizplan , gli utenti che si avvalgono di programmi di questo tipo hanno il limite di un solo utente per ogni account.

La possibilità di usare il software è vincolata alla puntualità del pagamento, tranne in quei casi in cui con un unico versamento è garantito un uso del programma illimitato nel tempo.

È il caso di Bizplan , che consente l’utilizzo vita natural durante a chi versa in un’unica soluzione l’importo di circa 350 dollari.

Chiunque disponga di un budget piuttosto limitato per quanto riguarda le uscite trova in Liveplan un’ottima soluzione per contenere ulteriormente le spese.

Oltre ad un pagamento mensile contenuto (in base al piano tariffario che si sceglie si parla di una cifra tra i 15 e i 20 dollari al mese) è possibile orientarsi verso un’opzione che tenga conto in particolare del consumo ‘effettivo’ da parte dell’utente.

Anche il software Enloop rappresenta un’opzione molto interessante per chi ha margini di ‘manovra’ piuttosto stretti. Nella fattispecie abbiamo importi mensili globalmente più alti rispetto a Liveplan (il profilo ‘Performance’ arriva a quasi 40 dollari), ma pagando un anno di abbonamento si può risparmiare circa la metà della spesa complessiva.

I 5 migliori software per Business Plan: quale scegliere (aggiornamento 2022)

Si tratta di un software intuitivo e dal design accattivante. Gli utenti apprezzano la capacità di individuare le domande giuste da inserire all’interno del piano industriale e l’abbondanza di guide e tutorial

Compatibile con software di contabilità come Xero e Quickbooks, Liveplan riesce a guidare passo per passo nella creazione del Business Plan anche utenti che non hanno un background nella gestione di un’azienda.

Il software è altamente specializzato sulla previsione del flusso di cassa. PlanGuru si integra alla perfezione con Excel e offre agli utenti la possibilità di parlare dal vivo con un consulente.

Questo programma è una vera e propria piattaforma multifunzionale. Gli utenti possono anche trovare strumenti intuitivi per fare un sito web gratuito e consultare esperti in campo legale e fiscale

Enloop offre l’opportunità di una settimana di prova gratuita con tutte le funzionalità accessibili. Una funzione molto interessante è quella del generatore automatico di intere tranches di testo scritto.

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I MIGLIORI SOFTWARE BUSINESS PLAN PER IL 2023

• dicembre 20, 2022
• Redazione 1businessplan.it

COSA DEVE FARE UN SOFTWARE PER BUSINESS PLAN ITALIANO

Per scegliere il miglior software per business plan dobbiamo sapere con precisione cos’è, a cosa serve, quando, come e chi dovrà utilizzarlo.

Il business plan è un documento nel quale viene descritto il progetto di un’impresa, nuova o esistente, sotto l’aspetto organizzativo, di mercato, del piano di marketing includendo il piano economico e finanziario .

Per questo motivo il software per business plan dovrà essere in lingua italiana ed aiutarti a costruire sia il budget economico e finanziario (a tre o cinque anni) che il documento di business plan.

Visto che si tratta di un documento previsionale è necessario che il software abbia la funzione di creare scenari alternativi per valutare gli effetti sull’utile e sulla liquidità di tutti i possibili eventi futuri.

In seguito, vedremo anche perché il software deve calcolare gli indici di bancabilità , fare l’analisi di bilancio, l’analisi SWOT e consentire la stampa analitica in PDF del piano economico e finanziario.

È importante utilizzare un software business plan italiano che crei il bilancio CEE e calcoli le imposte secondo quanto previsto dalla normativa italiana .

Se il software è semplicemente tradotto dall’inglese non va bene perché avrà una struttura differente utilizzata in altri paese, incluso per alcuni importanti indici come quelli della crisi d’impresa.

QUANDO UTILIZZARE UN SOFTWARE PER FARE IL BUSINESS PLAN

Il business plan andrebbe sempre fatto per ogni nuovo progetto di impresa o per valutare nuovi investimenti o ampliamenti di imprese ed aziende già esistenti.

Al tempo stesso, va sempre utilizzato un software per fare il business plan perché si tratta di un’attività molto complessa ed è necessario uno strumento che semplifichi e velocizzi tutte le operazioni.

Inoltre, il software per fare il business plan, aiuterà il professionista o l’imprenditore anche nella redazione dei contenuti, nella classificazione delle diverse tipologie di costi e a non fare errori nel corso di tutto il lavoro.

I programmi per fare il business plan vengono utilizzati principalmente in tre occasioni :

SOFTWARE BUSINESS PLAN PER LA RICHIESTA DI UN FINANZIAMENTO

Viene solitamente richiesto dalla banca e, per poter mandare avanti velocemente la pratica, è necessario realizzarlo in tempi molto brevi.

Per questa esigenza sono perfetti i software business plan specifici di Bsness.com che sono personalizzati per tutte le principali attività economiche e includono un esempio completo già fatto e precaricato sia per la parte numerica che per quella descrittiva.

Sono molto facili da utilizzare perché si lavora direttamente sull’esempio e normalmente sono necessarie poche modifiche per adeguarli al proprio progetto.

Ad ogni modifica si aggiorna sempre tutto automaticamente e quindi, in ogni momento, si ha a disposizione il lavoro già completo e pronto da presentare alla banca .

SOFTWARE BUSINESS PLAN PER LA RICHIESTA DI AGEVOLAZIONI

In questo caso il business plan serve per ottenere il conto economico , lo schema fonti e impieghi e tutti gli altri valori richiesti nella domanda per la partecipazione ai vari bandi emanati dalle regioni, province e comuni oppure, a livello nazionale, da Invitalia o direttamente dal Ministero delle Imprese e del Made in Italy

Sotto questo aspetto sono molto interessanti i moduli specifici per i bandi di Invitalia creati da Bsness.com

Questi moduli riclassificano automaticamente i dati ottenuti con i loro software business plan negli schemi e tabelle richieste nelle domande e nei piani d’impresa di Invitalia come, ad esempio “ Fondo impresa donna ”, “ Resto al sud ”, “ Smart&Start ”, “ON nuove imprese a tasso zero”, “Fondo imprese creative” o “Selfiemployment”.

È importante che il software business plan utilizzato fornisca in modo dettagliato tutti i dati parziali delle varie tipologie di costi, ricavi, investimenti e flussi di cassa, dettagliati per mese, anno e prodotto.

In questo modo tali dati economici e finanziari potranno essere utilizzati per la compilazione di ogni differente bando per la richiesta di finanziamenti agevolati e contributi a fondo perduto.

A CHI SERVE IL SOFTWARE PER FARE IL BUSINESS PLAN

Un tempo erano solo consulenti e Dottori Commercialisti ad utilizzare i software per fare il business plan per i loro clienti a causa della loro complessità e dei costi molto elevati che li rendevano antieconomici per un utilizzo singolo.

Negli ultimi anni sono usciti software business plan per il mercato italiano molto più semplici ed intuitivi da utilizzare e molto più economici.

Oggi come oggi anche molti imprenditori realizzano da soli il business plan per un nuovo progetto o per la loro impresa già esistente e quindi possiamo individuare tre categorie di utilizzatori:

·         clienti privati che vogliono sviluppare un nuovo progetto d’impresa o professionale;

·         imprenditori che hanno in programma un ampliamento dell’azienda o la richiesta di finanziamenti e agevolazioni;

·         Commercialisti e consulenti che realizzano il business plan su richiesta dei loro clienti.

COME FUNZIONANO I SOFTWARE BUSINESS PLAN

Esistono due filosofie di funzionamento dei software per fare il business plan:

·         quella più antiquata e non conforme alle nuove linee guida EBA 2021 alle quali si attengono le banche per l’erogazione dei finanziamenti e cioè lo sviluppo nel futuro dei vecchi bilanci ;

·         quella moderna e conforme alle Linee guida EBA 2021 che, invece, sviluppa tutto il piano aziendale sulla base degli elementi del progetto d’impresa senza rifarsi ai vecchi bilanci.

I migliori software per fare il business plan che funzionano nel modo (a nostro parere) corretto, sono:

·         il software business plan 2022 di softwarebusinessplan.it ;

·         il software business plan turistico alberghiero di Bsness.com per le strutture ricettive;

·         i software base per il commercio, i servizi e le imprese manifatturiere di Bsness.com

Tutti questi software che abbiamo menzionato creano sia il budget economico e finanziario a 5 anni che il documento di business plan e sono conformi alle nuove linee guida EBA 2021 che è un elemento imprescindibile per la richiesta di un finanziamento.

I SOFTWARE BUSINESS PLAN IN EXCEL E WORD

Si tratta di software business plan che girano su excel e word e questo permette una grande semplicità di utilizzo dal momento che si tratta di piattaforme ben conosciute sia dai professionisti che dagli imprenditori.

Questo permette anche il facile trasferimento di dati già in possesso dell’utilizzatore del software business plan in excel e anche dei testi direttamente sul documento in word .

I VANTAGGI DI UTILIZZARE UN SOFTWARE PER FARE IL BUSINESS PLAN

Il grosso vantaggio di utilizzare un buon software per fare il business plan è che il piano economico e finanziario e il documento di business plan vengono costruiti automaticamente e senza errori sulla base delle informazioni fornite.

In termini pratici i vantaggi sono un grande risparmio di tempo , l’ottenimento di risultati professionali ed impensabili con un lavoro fatto manualmente.

Un buon programma ti permette di ottenere un risultato che altrimenti non potresti raggiungere nemmeno in settimane di lavoro.

Intervistando le varie software house produttrici dei software che abbiamo esaminato e testato abbiamo saputo che ci sono voluti anni di lavoro per lo sviluppo dei software e parliamo di professionisti preparati e altamente specializzati.

Utilizzando uno dei software per il business plan che abbiamo selezionato, qualunque consulente, anche che si dedichi ad altre materie, può proporsi come specialista in budget e business plan e soddisfare la propria clientela in tempi molto rapidi.

Allo stesso modo ogni imprenditore potrà risparmiare tantissimo tempo e denaro realizzando il business plan per il proprio progetto senza intermediazioni e trasferendo direttamente sul documento le proprie idee e conoscenze senza rischiare che possano venire utilizzate da terzi .

BUSINESS PLAN: I SOFTWARE MIGLIORI E COME SCEGLIERLI

Abbiamo testato tutti i principali software business plan sulla base delle caratteristiche più importanti per ottenere il miglior risultato possibile:

·         programma strutturato secondo gli schemi economici e fiscali previsti in Italia e sviluppati in lingua italiana con manuali e assistenza forniti in italiano da personale italiano;

·         conformità alle nuove linee guida EBA 2021 e quindi strutturati in un’ottica di forward looking e cioè guardando al futuro e non ai vecchi bilanci già chiusi;

·         facilità di utilizzo e tempo necessario per ottenere il risultato desiderato;

·         completezza del software e cioè capacità di creare sia il budget economico e finanziario che il documento di business plan, scenari alternativi, analisi di bilancio, indici di bancabilità, analisi SWOT e stampe complete ed analitiche;

·         economicità della licenza tenendo conto anche delle modalità di pagamento a canone mensili o per acquisto della licenza senza scadenza.

Il business plan non è un documento morto ma va aggiornato periodicamente per verificare ed eventualmente rivedere le previsioni fatte e anche per controllare la gestione ed orientare continuamente le scelte aziendali.

ECCO I MIGLIORI SOFTWARE PER FARE IL BUSINESS PLAN CHE ABBIAMO SELEZIONATO

Abbiamo valutato e confrontato il costo dei vari software su un periodo minimo di 6/12 mesi e, sulla base delle caratteristiche esposte, abbiamo individuato alcuni software che soddisfano a pieno tutti i requisiti con prezzi contenuti:

Software business plan 2022 di Softwarebusinessplan.it che offre la licenza completa a vita a soli 119 € con la possibilità di creare anche più progetti per ogni tipo d’impresa e di rivederli nel tempo

Business plan commercio 2023 , anche nelle versioni “Servizi”, “Turismo” e “Produzione” creati da Bsness.com.

Si tratta di quattro software completi e conformi alle linee guida EBA 2021 per l’erogazione dei finanziamenti bancari, specifici e personalizzati per le differenti tipologie d’impresa che vengono offerti a 87 € l’uno per la licenza a vita.

Business plan specifici di Bsness.com : si tratta di software specifici personalizzati per ogni singola attività economica con incluso un esempio completo sul quale direttamente lavorare e modificare sia nella parte numerica che in quella descrittiva con aggiornamento in tempo reale dell’intero lavoro.

Sono disponibili più di 200 di questi software specifici per tutte le principali attività con licenza a vita per 119 €

BUSINESS PLAN: SOFTWARE GRATUITO O A PAGAMENTO?

In rete si trova anche chi propone software per business plan gratuito in italiano , li abbiamo scaricati e provati ma si tratta di alcuni fogli di excel che semplicemente incrementano di una percentuale i vecchi bilanci da caricare.

Il costo dei software per fare il business plan può variare da un canone di circa 30/50 € da pagare ogni mese oppure da un costo per la licenza a vita che può andare da un minimo di 70/80 euro a cifre intorno agli 800/1000 euro.

Si tratta soprattutto di scelte di mercato, di marketing e dei canali di distribuzione scelti ma abbiamo verificato che non esiste una correlazione diretta tra la qualità ed i servizi offerti ed i prezzi di vendita.

Per cui è necessario analizzare a fondo tutte le caratteristiche viste sopra per valutare i singoli software senza invece affidarsi semplicemente al fattore prezzo.

Alcune software house infatti, soprattutto quelle che si rivolgono ai professionisti e consulenti, utilizzano reti vendite molto costose con agenti che illustrano personalmente le caratteristiche dei software e organizzano eventi per promuovere i loro prodotti.

Altre, come quelle che abbiamo selezionato, offrono invece un’altissima qualità e completezza del software fornendo tutte le informazioni esclusivamente online o tramite i propri canali youtube.

IL SOFTWARE BUSINESS PLAN GRATUITO (NON È MAI UN BUON AFFARE)

Se si vuole ottenere un buon risultato è meglio evitare chi promette software business plan gratuiti perché, ovviamente, alle spalle non può esserci un reale lavoro di sviluppo ed aggiornamento.

In alternativa si tratta di versioni gratuite del software ma con funzioni limitate, praticamente una demo per la quale è poi richiesto il pagamento per sbloccare le reali funzioni del programma.

Un elemento fondamentale per la valutazione del costo dei software è l’opzione di pagamento di un canone mensile o della licenza a vita .

Considerato che il business plan è un documento che:

·         deve accompagnare l’impresa nel tempo e deve essere periodicamente aggiornato con i dati a consuntivo per verificare l’attendibilità delle previsioni realizzate;

·         va aggiornato ogni volta che si chiede un nuovo finanziamento o un contributo a fondo perduto;

·         può e andrebbe utilizzato anche per il controllo di gestione ,

bisogna assolutamente optare per l’acquisto della licenza a vita perché il pagamento di un canone mensile porterebbe a sostenere nel tempo costi esorbitanti.

I 3 MIGLIORI SOFTWARE BUSINESS PLAN PER IL 2023

Per concludere riepiloghiamo quali sono i tre migliori software business plan per il 2023 :

1)      I software base di Bsness.com per le quattro categorie di imprese: Commercio, Servizi, Turismo, Produzione;

2)      Software Business plan 2022 di Softwarebusinessplan.it

3)      I software specifici di Bsness.com con un esempio completo per tutte le principali attività: il TOP per chi vuole ottenere un ottimo risultato con il massimo della semplicità e rapidità.

Articolo scritto il 20 dicembre 2022 dalla redazione di 1businessplan-it

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5 Best Business Plan Software in 2022

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

When you’re starting a business, developing a strong business plan will be one of the first steps you take. Your business plan will cover everything from a detailed explanation of your products or services and pricing model to at least three years of financial projections—plus much more. Therefore, whether you’re not sure how to get started or you’re just looking to make the process easier, you may want to turn to business plan software for help.

In this guide, we'll break down five of the best business plan software options—discussing their pros, cons, features, pricing, and more—so you have all the information you need to decide which solution is right for your small business.

Looking for tools to help grow your business?

Tell us where you're at in your business journey, and we'll direct you to the experience that fits.

on NerdWallet's secure site

The 5 best business plan software options

The right business plan software will make the process of writing your business plan much simpler. Like many business software solutions, however, there are a number of different business plan software options out there—each of which has a unique set of features, user experience, and price.

This being said, if you're looking for a place to start your search for the best business plan software, you can explore the five top options below:

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

1. LivePlan

Best overall business plan software.

If you want template-rich, modern-feeling business plan software, then LivePlan may be the right pick for you. LivePlan excels with their user interface, which feels updated and slick, and also offers intuitive, easy-to-use features and options.

Their step-by-step instruction will help you kick things off from the beginning, and you can take advantage of their online learning center to continue to gain business skills.

Affordable plans, including pay-as-you-go option

No long-term contracts or cancellation fee; 60-day money-back guarantee

Modern, intuitive interface; cloud-based, can be used on Mac, PC, as well as tablets

Ability to create unlimited plans in one account; over 500 customizable templates

Variety of business resources including video tutorials, step-by-step instruction, and general customer support

Limited integration options

Challenging to enter your own financial modeling projections

Can be difficult to learn

Ability to create an unlimited number of business plans on one account

More than 500 business plan templates spanning various industries

Integration with Xero and QuickBooks Online

Real-time tracking of financial data with accounting integrations

Ability to export your business plan to Word or PDF

Expert advice and step-by-step instruction included

Performance dashboards for tracking against budgets and sales goals

Ability to create and export a one-page pitch executive summary

Annual plan: $15 per month, billed every 12 months

Six-month plan: $18 per month, billed every six months

Pay-as-you-go plan: $20 per month, billed once every month

2. GoSmallBiz

Best for multiple business management tools in one platform.

Next on our list of the best business plan software options is GoSmallBiz, which is much more than just a business plan software. With GoSmallBiz, you have access to business continuity planning software with features that cover creating a roadmap, working through business and legal forms, building a website, and more.

In this way, GoSmallBiz is great for startups or newer businesses looking to access multiple business management tools through one platform.

Unlimited business consultation and extensive library of online resources

Multiple business tools in one software

Website consultation analysis and business assessment

Industry-specific business plan templates with emphasis on financial projections and statements

Expensive monthly cost compared to alternatives

Limited business plan features

Entire business plan can only be exported to Microsoft Word

Outdated interface

Industry-specific business plan templates with step-by-step building wizard

Ability to create financial statements and projections

Free website hosting and website builder

Customer relationship manager with integration with MailChimp

Digital marketing dashboard with social media and Google Analytics integrations

HR document builder

Corporate minutes writer

Business documents library

Business courses library

Unlimited business consultation

$39 per month, no contracts, free cancellation

Best for simple, fast business plan creation.

If you're looking for free business plan software, Enloop will be one of your closest options—they offer an all-inclusive seven-day free trial, no credit card required. Additionally, unlike some of the other options on our list, Enloop is strictly dedicated to business plan creation, including automated text writing, financial forecast comparisons, and a real-time performance score that tracks your progress.

This being said, if you'd prefer the most straightforward, fast, and simple way to write your business plan, Enloop will be a platform worth considering.

Simple and straightforward software, solely dedicated to business plan creation

Seven-day free trial

Automatic text generation available to streamline the writing process

Affordable plans with annual discount option

Limited additional educational resources

Only one template option

No integration options

Ability to create three business plans with customizable text, images, tables, charts, and over 100 currency symbols and formats

Includes automatic text generation for each plan section that you can then customize

Automatically generated financial statements

Includes financial performance comparison analysis (using three ratios with Detailed plan and 16 with Performance plan)

Real-time performance score to track your progress

Ability to invite users to edit (two with Detailed plan, five with Performance plan)

Pass/fail report and certificate to help you identify issues with your plan

Free plan: Seven-day free trial with no credit card required

Detailed plan: $19.95 per month or $11 per month, paid annually

Performance plan: $39.95 per month, or $24 per month, paid annually

Best for startups looking to acquire funding or find investors.

Part of the Startups.com suite, Bizplan gets top marks for their user interface—it’s intuitive, easy to use, and modern. You’ll work with a step-by-step business plan builder to get exactly what you’d like from your business plan. It may remind you of a modern website builder, since it has drag-and-drop tools to build templates.

Moreover, for one subscription fee, you have access to all of the tools in the Startups.com network, including self-guided courses, how-to guides, masterclass videos, and more. All in all, with a direct connection to Fundable, Bizplan is a top business plan software option for startups looking to acquire funding and find investors.

Subscription gives you access to all Startups.com tools

Lifetime access subscription option

User-friendly drag-and-drop business plan builder

Excellent educational resources

Connection to Fundable great for businesses looking for capital

No free trial

No templates based on industry

No mobile access

Drag-and-drop templates for business plan building

Financial command center to track all business financials in one place

Unlimited account collaborators

Ability to share business plan online with investors

Online resources including self-guided courses, masterclass videos, how-to guides, mentorship access

Unlimited software use for Fundable, Launchrock, and Startups.com

Monthly plan: $29 per month

Annual plan: $20.75 per month, billed at $249 per year

Lifetime access: $349 one-time fee

5. PlanGuru

Best for financial planning and budgeting.

Finally, for some of the strongest financial features among business plan software options, including budgeting and forecasting, you might check out PlanGuru. Whereas the other solutions we've reviewed were first and foremost focused on writing a business plan, PlanGuru is dedicated to business financial planning —providing the tools you need to create budgets, financial forecasts, reports, and more.

Therefore, if you need a software solution that can streamline the financial piece of your business planning processes, PlanGuru will certainly have the most to offer.

Extensive financial tools and detailed forecasting, budgeting, and reporting capabilities

Substantial library of resources

Cloud-based and desktop options

14-day free trial and 30-day money-back guarantee

Expensive, especially for additional users

Only focuses on the financial aspect of business planning; no templates or tools for basic business plan writing

Difficult to use without prior financial knowledge

Cloud-based version of software, as well as locally installed Windows version (desktop version has a few more features)

Works with QuickBooks Online, Xero, and Excel

Budgeting and forecasting for up to 10 years

Over 20 standard forecasting methods

Formula builder to create custom methods

Ratios and KPIs

Dashboard and reporting tools

Help guides, video tutorials, knowledgebase, and live U.S.-based customer support

14-day free trial

$99 per month (additional users $29 per month)

$899 per year (additional users $299 per year)

What to look for in business plan software

Ultimately, it's up to you to decide, which, if any, of the best business plan software solutions on our list is right for your business.

So, if you're trying to figure out how to choose between the various options out there, it might be helpful to compare your top choices based on the following criteria:

Features: As we've seen different business plan software solutions offer different features. You'll want to look carefully at the feature list of any software and determine what features are most important for your business needs. Do you need an extensive library of templates with detailed customization? Would you prefer software that includes an online learning center for business skills? Are you looking for a solution that combines business plan writing with other tasks? It may be useful to list out your ideal feature set, so you can compare individual software plans to that list.

Price: Although you might be able to find some free business plan software options (or at the very least, free trials), in most cases, you'll need to pay a subscription fee to access the platform you choose. Therefore, you'll want to think about what your budget is for this business tool and what type of software is most cost-effective for your needs.

User experience: User experience can vary widely among different business plan software options. You’ll find some programs that are newer or have been recently updated. Others might have the kind of interfaces that felt new years ago but are now pretty out of date—and, subsequently, make them a little harder to use. The right user experience for your needs is genuinely a matter of opinion and comfort—nevertheless, it's worth testing thoroughly testing out a platform to ensure that it can truly work for you before investing in a monthly or annual subscription.

The bottom line

There's no doubt that properly crafting your business plan is important for the future growth and success of your small business. Luckily, the right business plan software should make the process much simpler.

This being said, whether you opt for one of the best business plan software options listed here, or another platform entirely, you'll want to take the time to compare multiple solutions and ensure you choose the one that's right for your business.

As we mentioned, it can be helpful to think about the features you're looking for, your budget, and your user-experience preferences ahead of time—that way, you'll have a set of criteria in mind as you explore different solutions.

Ultimately, perhaps the best thing you can do to find the right software is to actually test out the platforms themselves—either by using a free trial or a money-back guarantee.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

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Frequently Asked Questions

What is a business plan and why is it important.

• Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
• Navigate Through the AI-Guided Questionnaire: Tailored Interactive Experience: Plannit AI’s AI-guided questionnaire is your interactive guide through the planning process. It meticulously gathers information about your business's objectives, strategies, and market positioning, ensuring a comprehensive and reflective plan. Intelligent Feedback and Suggestions: As you progress through the questionnaire, benefit from smart prompts and suggestions, ensuring that your plan is not just detailed but also strategically sound and aligned with industry standards.
• Generate Your Plan with Advanced AI: Intuitive Plan Creation: With the questionnaire complete, Plannit AI's advanced algorithms intelligently analyze your responses. They then craft a detailed, customizable, and strategically aligned business plan, providing you with a structured, coherent, and actionable format. Benefit from AI-Powered Insights: Plannit AI offers AI-driven insights and suggestions, ensuring your plan is not just a document but a strategic tool equipped with tailored AI prompts and an in-app plan editor. Get inspired by browsing through our sample business plans, a collection of successful strategies across various industries.
• Finalize Your Plan with Confidence: Dynamic Adaptation and Refinement: Plannit AI recognizes that a business plan is a living document. Our platform allows for continuous adaptation and refinement, ensuring your strategy remains agile, relevant, and aligned with your evolving business goals. Professional Presentation and Sharing: Once your plan meets your standards, utilize Plannit AI's export features to present your plan professionally. Choose between various formats for exporting your business plan, ready to impress stakeholders, attract investors, or guide your team. Review and Adapt: Ensure your business plan is a living document, ready to evolve with your growing business. Plannit AI's dynamic platform allows you to adapt your strategy as new opportunities or challenges arise.

How to Write a Business Plan?

• Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
• Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
• Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
• Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
• Financial Planning: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
• Goal Setting and Performance Measurement: A business plan sets clear, measurable goals and objectives. It provides a framework for monitoring performance, measuring success, and making necessary adjustments to stay on track.

Who Can Benefit from Plannit AI?

• Aspiring Entrepreneurs: If you're at the idea stage, looking to transform your vision into a viable business, Plannit AI offers the tools and guidance to bring your concept to life. Our platform helps you articulate your business idea, define your target market, and develop a solid plan to turn your dream into reality.
• Students and Educators: For students delving into the intricacies of business planning and educators teaching the fundamentals of entrepreneurship, Plannit AI serves as an invaluable resource. It provides a practical, hands-on tool for learning and teaching how to create detailed business plans, analyze markets, and understand financials in a real-world context.
• Startup Founders: In the dynamic startup environment, Plannit AI is the ideal partner for founders looking to pivot quickly, secure funding, or understand their competitive landscape. With our AI-driven insights and market analysis tools, startups can make informed decisions and adapt their strategies to thrive in competitive markets.
• Small Business Owners: For small business owners seeking to optimize their operations, expand their customer base, or explore new markets, Plannit AI offers targeted solutions. Our platform simplifies the planning process, enabling owners to focus on growth while managing the day-to-day challenges of running their business.
• Consultants and Freelancers: Consultants and freelancers specializing in business development, strategic planning, or financial advising will find Plannit AI a powerful addition to their toolkit. It allows them to provide clients with comprehensive, data-driven business plans and strategies, enhancing the value of their services.
• Non-Profit Organizations: Leaders of non-profit organizations can leverage Plannit AI to plan initiatives, secure funding, and manage resources more efficiently. Our platform helps non-profits articulate their mission, set achievable goals, and measure their impact, ensuring they can make a difference in their communities.
• Innovators and Inventors: Individuals looking to commercialize innovative products or technologies can use Plannit AI to navigate the complexities of bringing new ideas to market. From patent strategies to go-to-market plans, our platform covers all bases, ensuring innovators can focus on what they do best.
• Small Business Development Centers (SBDCs) and Government Agencies: Government and SBA backed entities can greatly benefit from integrating Plannit AI into their services, enhancing their ability to support a larger number of clients more efficiently. By facilitating quicker, more in-depth business plan development, these organizations can spend more time assisting with plan execution and less time on creation, ultimately serving their communities more effectively.
• Anyone with a Business Idea: Ultimately, Plannit AI is for anyone with a business idea, regardless of industry, experience, or stage of business development. Our mission is to democratize business planning, making it accessible, understandable, and actionable for everyone.

Why is Plannit AI the best choice for an AI business planning software?

• Interactive Questionnaire and ChatGPT Integration: Plannit AI transforms the business planning process into an engaging conversation. Through our advanced ChatGPT integration, we offer a questionnaire that dynamically adapts to your responses, ensuring your plan is personalized, comprehensive, and aligned with your business goals.
• Dynamic Planning Environment: Unlike static templates provided by many, Plannit AI introduces a living platform that grows with your business. It features real-time updates, strategic insights, and a feedback mechanism that keeps your business plan current and actionable.
• Extensive Educational Resources: Our Education Center is packed with articles, guides, and sample plans to bolster your planning process. It's designed to arm you with the knowledge to navigate the complexities of your industry confidently.
• Enhanced Collaboration and Customization: Recognizing the collaborative essence of business planning, Plannit AI supports team efforts with multi-user editing, annotations, and feedback features, ensuring a comprehensive approach to your strategy.
• Customer Success Stories: Our users' achievements are a testament to Plannit AI's effectiveness. These success stories illustrate how diverse businesses have utilized our platform for strategic planning and growth.
• Tailored Business Plan Creation: Our platform stands out with its tailored approach, featuring customizable templates that directly cater to your business type and industry, making plan creation straightforward and relevant.

How can ChatGPT help me to create business plans?

• Content Generation:: ChatGPT helps draft various sections of a business plan, from executive summaries to marketing strategies, by providing structured and coherent text based on the prompts given.
• Strategic Insights: It can offer suggestions on business strategies by analyzing trends and providing examples from a wide range of industries.
• Financial Planning: While it can't replace professional financial advice, ChatGPT can guide the structure of financial projections and statements, helping you consider important financial aspects of your plan.

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Blog Business

8 Best Business Plan Software for 2024

By Krystle Wong , Jan 01, 2024

Gone are the days of staring at blank pages and struggling to structure a business plan effectively. With user-friendly interfaces and a wide range of business plan templates catering to various industries, creating business plans that are polished, professional and data-driven can now be done in a fraction of the time.

For startups, business plan software guides them through the crucial early stages with comprehensive business plan templates and financial modeling tools. Established businesses on the other hand benefit from the software’s collaborative features, enabling seamless teamwork as they pivot, innovate and pursue new growth opportunities.

In this article, let’s delve into exploring the seven best business plan software for 2024. Whether you’re an aspiring entrepreneur with a groundbreaking idea or a seasoned business owner ready to elevate your enterprise to new heights, these software solutions have all you need to create a solid business plan.

Click to jump ahead:

What is a business plan software?

• 7 Best business plan software for 2024

Factors to consider when choosing a business plan software

7 steps to create your own business plan, business plan software faq, key takeaway.

A Business plan software is a specialized digital tool designed to assist entrepreneurs, startups and established businesses in creating, organizing and presenting comprehensive business plans. 

Business plan software significantly reduces the time and effort required to create a comprehensive business plan . The availability of business plan templates, financial modeling tools and automated features streamlines the process of business planning and eliminates the need for starting from scratch.

Some advanced business planning software even integrates market research capabilities. This feature provides users with access to market trends, industry benchmarks and relevant data. Access to such data helps users make informed decisions and demonstrate a thorough understanding of their target market.

8 Best business plan software for 2024 

1. venngage.

Venngage specializes in transforming traditional business plans into captivating visual stories. Visuals can communicate complex information effectively, ensuring your ideas stand out and resonate with your audience.

When it comes to business planning, conveying your ideas with impact is just as important as the content itself. In this digital age, visual storytelling has emerged as a powerful way to captivate audiences and leave a lasting impression. That’s where Venngage steps in.

With a rich library of templates, Venngage offers a variety of themes and styles to suit different industries and business types. Customize your business plans with our user-friendly drag-and-drop tools by adding your brand elements, customizing colors, fonts and visuals to make your business plan truly unique. Check out our library of sample business plans to get started today.

However, while Venngage excels in visual storytelling, it might not be the go-to tool for in-depth financial forecasts and analysis. Users seeking extensive financial modeling might want to complement Venngage with a comprehensive business planning tool.

Pricing options:

Create your first 5 designs with Venngage for free and upgrade to a premium or business plan for $10/month per user and $24/month per user respectively to enjoy premium features. For larger teams who need extra support, controls and security, the enterprise plan starts from $499/month for 10+ seats.

Can I collaborate with team members using this business plan software?

Yes, absolutely! Venngage offers collaborative features that allow you to work seamlessly with multiple team members when creating business plans. You can invite team members to join your Venngage account and they can contribute to the design process in real time. 

Can I export my business plan to different file formats?

Upgrade to a premium or business plan on Venngage to export your professional business plan to different file formats. After designing your business plan, you can choose to export it as a high-quality PDF document, which is ideal for sharing and printing. Additionally, Venngage allows you to export your business plan as an image file (PNG or JPG), making it easy to use in presentations or on your website. 

Is this business plan software suitable for startups or established businesses? 

Venngage is great for entrepreneurs and businesses looking to enhance their business plans with visually engaging infographics and visual assets.

Instead of sharing a lengthy, 50-page document that may bore your audience and fail to effectively convey your message — present your business plan with infographics. Here’s how you can create a business plan infographic that will wow your readers and showcase your business at its best. 

2. LivePlan

Source: Screenshot from LivePlan

In the realm of business planning software, LivePlan stands out as a reliable and user-friendly tool. With a focus on seamless financial forecasting and budgeting capabilities, LivePlan streamlines the planning process, helping businesses transform their visions into reality.

The software’s financial forecasting tools provide users with the ability to project revenue, expenses and cash flow accurately. This financial insight is invaluable for making informed decisions and setting realistic goals.

For hassle-free data integration, the business plan software offers seamless integration with accounting software . This feature allows users to import financial data effortlessly, saving time and reducing manual data entry.

While LivePlan excels in financial planning and user-friendliness, some users may find the customization options for design and layout to be limited. For businesses seeking highly tailored visual aesthetics, LivePlan’s template-based approach might be less ideal.

The standard plan is available at $20/month for monthly billing and $15/month for annual billing. For businesses seeking extensive financial tools to support their operations and growth, the Premium plan costs $20 for the first month and $40/month (monthly billing) or $30/month (annual billing) for subsequent months.

LivePlan facilitates seamless collaboration among users within your account, allowing multiple individuals to work on the same plan concurrently. To prevent conflicting edits, LivePlan restricts access to specific sections, allowing only one user to edit at a time while others observe the locked section.

You can export your business plan by using the print to PDF feature. This generates your plan content in a standard file format compatible with Adobe Reader and other free reader programs. Alternatively, you can export your plan to Microsoft Word (2007 or later).

A great tool for small businesses, startups and entrepreneurs looking for easy-to-use software with solid financial planning tools.

3. Upmetrics

Upmetrics is an AI-powered business planning software that helps businesses of all sizes and industries write their business plan.

With Upmetrics AI Assistant, you can write your plan faster, get answers to any business-related queries, and prepare financial forecasts in no time. 

Besides, the subscription includes access to 400+ sample business plans, various informative guides, and video tutorials to keep your business plan writing process on track. 

Additionally, it has collaborative features, so that everyone on the team can share their insights. Not just that, the software provides you with an AI pitch deck generator, so you can make a stellar pitch.

As an AI business plan builder , Upmetrics is suitable for entrepreneurs, startups, and small businesses to write their plans at any stage. Although it has various cover page designs and immense customization options, it might still lack visual appeal. 

Pricing plan options 

• Starter plan – $7 monthly 
• Premium plan – $14 monthly 

Yes, you can collaborate with your team members while using Upmetrics. It offers collaboration tools that allow you to work effortlessly with your team on the business plan. You can invite team members to collaborate, assign tasks, and track the progress together. 

You can download your business plan as a PDF or directly as a document in Word. Besides, you can share the business plan directly to any email, and they will get the viewer access to the plan. 

Upmetrics is a versatile business planning software suitable for startups and established businesses. But its financial planning features, step-by-step guidance, and AI Assistant make it more useful for startups writing business plans for the first time.

4. BizPlan by Startups.com

Source: Screenshot from BizPlan

If you’re a startup aiming to raise investments, BizPlan is the one for you. As a universal professional business plan builder, BizPlan offers the added advantage of seamless integration with all the tools within the Startups.com network.

Designed with startups in mind, BizPlan’s step-by-step approach allows you to break down the entire scope of work into manageable steps and the built-in Progress Tracker tool keeps you on track towards success.

Once you subscribe, BizPlan opens the door to utilizing all the tools offered by Startups.com, making it a one-stop shop for your entrepreneurial needs. Whether it’s lifetime access to the service, connectivity to Findable to attract financial investments, a wealth of online educational programs or the ability to connect multiple owners to a single account, BizPlan delivers comprehensive support.

While the business plan software offers an array of benefits, it’s essential to consider the possible downsides. The absence of a free version and a mobile app, along with a lack of industry-specific templates for business plans may be worth considering before making your decision

Pricing plan options:

• Monthly plan ($29 per month)
• Annual plan ($20.75 per month or $249/year)
• Lifetime access (one-time fee of $349)

Bizplan encourages collaboration with partners, team members, advisors and subject matter experts by allowing threaded comments throughout the entire plan. It provides control over who can access sensitive financial data and enables convenient cloud-based access from anywhere.

Bizplan provides multiple options for sharing your business plan with others. You can generate an online version of your plan, which can be set as private by default or made publicly accessible through a unique shareable URL. Additionally, Bizplan offers the option to create a custom-branded PDF of your business plan. 

BizPlan is great for entrepreneurs and small businesses who value a vast collection of resources and need support in financial analysis.

Source: Screenshot from Enloop

Enloop emerges as one of the best business plan tools for startups, catering to entrepreneurs who crave a streamlined planning process. With the ability to automatically generate basic text for each section of your plan, Enloop saves time and effort in crafting your business vision.

A highlight of the business plan tool is its automatic generation of financial projections, offering accurate insights based on your entered data. This powerful feature empowers entrepreneurs to make informed decisions and project future outcomes with confidence.

For those with a penchant for strategic thinking, Enloop’s “what-if” scenario analysis becomes an invaluable tool. It allows users to explore various business strategies and assess their potential impact on plan outcomes, enabling sound decision-making.

Enloop doesn’t stop at generating numbers; it goes a step further by providing a business plan grading system. This insightful feature assesses plan quality, giving users valuable feedback to refine and enhance their business plans.

However, it’s essential to consider the software’s limitations as customization and design options are relatively limited. Additionally, the basic version of Enloop might not meet the needs of all users, as it lacks certain advanced features. 

• Seven day free trial (no credit card required)
• Detailed plan ($19.95/month or $11/month when billed annually)
• Performance plan ($39.95/month or $24/month when billed annually)

Enloop’s online business plan writing app lets you invite and collaborate with anyone on your business plans using the ‘Invite & Share’ feature.

Enloop allows you to download your business plan in PDF format whenever you’re ready. The plans remain accessible in your paid account, encouraging regular updates to keep track of your business’s health and have an up-to-date plan ready for financing needs.

Suitable for entrepreneurs seeking a tool that simplifies financial forecasting and scenario analysis.

6. PlanGuru

Source: Screenshot from PlanGuru

PlanGuru’s standout feature lies in its ability to forecast all three financial statements – income statement, balance sheet and cash flow statement so that users can make data-driven decisions.

Creating detailed analyses becomes a breeze with PlanGuru’s general ledger import utilities, allowing seamless historical data import. The software facilitates budget vs actual reporting and enables building rolling forecasts with just a few clicks each month.

Unlimited budgeting flexibility is another advantage offered by the business plan builder. Users can craft simple high-level small business budgets or delve into intricate multi-department operating budgets with ease.

With scenario analysis capabilities, PlanGuru empowers users to interpret the financial impact of specific events accurately. This feature enables making critical investments and strategic decisions with confidence, knowing thorough due diligence has been performed.

Given its sophisticated features, PlanGuru may be more suitable for financial professionals and analysts looking for in-depth financial analysis and budgeting tools. Users not familiar with financial modeling may face a steeper learning curve when utilizing Enloop’s robust capabilities.

• Single entity ($99/month or $75/month when billed annually)
• Multi-department consolidations ($299/month or $225/month when billed annually)

You can add up to 3 users with the multi-department consolidation plan. Additionally, all plans allow you to add on $29/month (billed monthly) or $25/month (billed annually) for each extra user.

What other apps does PlanGuru integrate with?

The cloud-based platform is also accessible as a Windows-based desktop version, giving you the freedom to choose the format that suits you best. Additionally, PlanGuru seamlessly integrates with MS Excel, QuickBooks Online and Xero, providing further flexibility and convenience in using the software.

The cloud-based version is suitable for SMBs or nonprofits budgeting for a single entity while the multi-department consolidations plan is for companies with multiple departments needing consolidated budgets.

7. Business Sorter

Source: Screenshot from Business Sorter

With Business Sorter’s card sort system, crafting the foundation of your plan becomes a breeze. Featuring 273 cards covering various business situations, the business plan generator offers flexibility, allowing users to customize their plan by adding their cards or modifying existing ones, tailoring the plan to their specific needs.

The platform also provides the convenience of viewing your plan on any device, including smartphones, which not many business plan apps have. Additionally, guidance is at hand with Business Sorter as the software provides valuable tips and advice for every key step, empowering users to implement their business strategy with confidence.

While Business Sorter excels in its interactive features, it may not offer as extensive financial analysis tools as other business plan software. For businesses requiring advanced financial modeling capabilities, Business Sorter might not fully meet their requirements.

• For small teams with up to 3 users ($10/month or $80/year)
• For medium teams with up to 10 users ($30/month or $240/year)
• For large teams with up to 30 users ($80/month or $640/year)
• For enterprises with unlimited users (custom pricing)

Your business plan can be edited by only one user at a time. When a user opens a plan, it automatically locks to prevent any data loss and remains locked until the user finishes their work and exits the plan.

You can print each business plan directly from the plan summaries on your dashboard. 

Suitable for both entrepreneurs and businesses looking for an interactive and visually appealing planning approach.

9. AchieveIt

Source: Screenshot from AchieveIt

AchieveIt stands as a versatile software for business plans, designed to simplify the planning process for businesses of all sizes and planning methods. With AchieveIt, you can easily build plans, ensuring alignment and engagement among your employees and optimizing plans for seamless execution.

Regardless of your preferred planning method, AchieveIt empowers you to construct plans effortlessly, providing a flexible solution for any planning use case. The software ensures your plans are well-aligned with your organization’s objectives, engaging all team members for successful plan execution.

The business plan tool provides robust tracking and reporting features, allowing businesses to monitor the progress of their plans and measure performance against set goals. Users can create customized dashboards to visualize key performance metrics, making it easier to identify trends and insights.

That said, In comparison to most business plan software, AchieveIt’s pricing might be relatively higher with its extensive features. On top of that, for users new to strategic planning software, AchieveIt may present a learning curve during the initial adoption phase.

The business plan software packages for AchieveIt varies based on factors like organization size, required functionality and the number of users. AchieveIt being an enterprise-level software offers custom pricing to cater to the specific needs of each business. For accurate pricing details, it’s best to contact their sales or customer support team.

AchieveIt allows team members, stakeholders and advisors to have shared access to the platform, providing them with visibility into the latest updates and progress on the plans. Users can assign tasks to team members and track their progress within the platform. 

Can AchieveIt integrate with existing systems?

AchieveIt’s Data Integration API lets you import key metric data from existing systems, saving time and reducing errors by eliminating the need for data entry in multiple places.

AchieveIt is best suited for medium to large-sized businesses and organizations that require a comprehensive and collaborative strategic planning platform. It caters to teams and enterprises seeking to improve their planning processes, track performance and drive organizational alignment to achieve business objectives effectively.

No idea what your business plan should look like? Check out these business plan examples for inspiration. 

When searching for the best business planning software, you may be wondering — what features should I look for in business plan software? You want to make sure it meets your specific requirements and streamlines the planning process effectively. Here are the top six factors to consider:

Ease of use

The software should have a user-friendly interface that simplifies the process of creating a business plan. Look for intuitive navigation, clear instruction and a layout that makes it easy to input and organize your information.

Features and business plan templates

Check the range of features and business plan templates the software offers. Look for a diverse selection of business plan templates catering to various industries and business types. The software should provide essential sections like executive summaries, market analysis, financial projections and more.

Financial modeling tools

Your business plan software should allow you to input financial data and generate accurate and comprehensive financial projections. These business plan creation tools are vital for assessing the financial viability of your business.

Collaboration and sharing

If you’ll be working with a team or seeking feedback from others, consider software that enables real-time collaboration and easy sharing. The ability to work together seamlessly can enhance productivity and improve the quality of your business plan.

Built for fast-moving teams that need to be on the same page, Venngage’s real-time collaboration enables you to polish your design with your team in real time, leave comments on each other’s work,and save your designs in one shared folder. With your  Venngage Business  account, you can easily invite and manage your team members to collaborate on a design, all in real time.

Security and data protection

Since a business plan contains sensitive information, prioritize software that prioritizes security. Ensure that the software uses encryption and data protection measures to keep your data safe from unauthorized access.

Exporting and sharing options

Check the software’s export options. You’ll likely want to share your business plan with others, so ensure it can be exported in popular formats like PDF or PowerPoint.

Are you an entrepreneur starting a new business or expanding your existing business? This guide on how to create a small business plan might come in handy for you. 

Creating business plans can be a crucial step in setting your entrepreneurial vision on the right track. To help you through the process, here are 7 steps to guide you in crafting a comprehensive business plan:

Step 1: Executive summary

Start with an attention-grabbing executive summary. This section provides an overview of your business. In your executive summary, make sure to highlight your mission, goals, products or services, target market and the unique value you offer. Keep it concise, yet compelling.

Step 2: Company description

Give a detailed description of your company. Explain your business’s history, its legal structure (e.g. sole proprietorship, LLC, corporation) and the reasons why your business will succeed in the market.

Step 3: Market analysis

Conduct thorough market research to understand your industry, target market and competition. Identify your ideal customers, their needs and preferences. Analyze your competitors and highlight your competitive advantages.

Step 4: Products and Services

Describe your products or services in depth. Explain their features, benefits and how they meet the needs of your target customers. Emphasize what sets your offerings apart from the competition.

Step 5: Marketing and sales strategy

Outline your marketing and sales strategies to reach your target audience. Explain your promotional activities, pricing strategies, distribution channels and sales tactics. Detail how you plan to acquire and retain customers.

Step 6: Financial projections

Project your financial performance over the next three to five years. Include estimated revenue, expenses and cash flow. Detail your startup costs and funding requirements if applicable. Be realistic and supported by market research.

Step 7: Implementation plan

Create a detailed roadmap for executing your business plan. Set specific goals and milestones. Break down tasks and assign responsibilities. Include timelines and a plan for measuring progress.

A great tip here is to start with a well-structured outline. This guide on how to create a business plan outline will help you in creating your blueprint to easily identify your business’ resource needs, including finances, personnel and equipment. 

Is my business data safe with business plan software?

Most reputable business plan software providers prioritize data security and employ encryption and other measures to keep your business data safe from unauthorized access.

What are the benefits of using business planning tools?

Business planning tools offer time efficiency, professional presentation, error reduction, collaborative features and accessibility, making it easier to create a comprehensive business plan that impresses investors and stakeholders.

Do I need any specific skills or expertise to use business plan software?

No, many business plan software solutions are designed to be user-friendly, requiring no specific skills or expertise. They often come with templates and step-by-step guidance to assist you through the planning process.

In the dynamic landscape of 2024, businesses are on the lookout for innovative tools to stay ahead of the curve and drive their growth. These 7 business plan software picks for 2024 offer a wide range of features, from user-friendly interfaces and real-time collaboration to sophisticated financial analysis tools and customizable dashboards.

Whether you’re looking for user-friendly platform business planning tools that aligns with your business planning processes or a business plan writing software that allows you to tailor the business plan according to your industry, goals and unique requirements — I’m quite certain I’ve got them all covered. 

The value of these business plan software options lies not only in their efficiency but also in their ability to save time and reduce errors. By integrating with existing systems through Data Integration APIs, users can seamlessly import key metric data, eliminating redundant data entry and streamlining the process.

If you’re still unsure about which is the right business plan software for your business, you can always take advantage of free trials or video tutorials and demos offered by software providers. Testing the platform firsthand will give you a practical understanding of its usability and suitability for your business.

Home > Business > Business Startup

• 5 Best Business Plan Software and Tools in 2023 for Your Small Business

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change.

We are committed to sharing unbiased reviews. Some of the links on our site are from our partners who compensate us. Read our editorial guidelines and advertising disclosure .

A business plan can do a lot for your business. It can help you secure investors or other funding. It can give your company direction. It can keep your finances healthy. But, if we’re being honest, it can also be a pain to write.

Luckily, you don’t have to start from scratch or go it alone. Business plan software and services can help you craft a professional business plan, like our top choice LivePlan , which provides templates, guidance, and more.

You’ve got quite a few choices for business plan help, so we’re here to help you narrow things down. Let’s talk about the best business plan tools out there.

• LivePlan : Best overall
• BizPlanBuilder : Most user-friendly
• Wise Business Plans : Best professional service
• Business Sorter : Best for internal plans
• GoSmallBiz.com : Most extra features
• Honorable mentions

Business plan software 101

The takeaway, business plan software faq, compare the best business plan software.

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LivePlan: Best overall business plan software

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. *With annual billing

LivePlan has been our favorite business plan software for a while now, despite the stiff competition.

There’s a lot to like about LivePlan. It has pretty much all the features you could want from your business plan software. LivePlan gives you step-by-step instructions for writing your plan, helps you create financial reports, lets you compare your business’s actual financials to your plan’s goals, and much more. And if you ever need inspiration, it includes hundreds of sample business plans that can guide your writing.

LivePlan software pricing

But the best part? You get all that (and more) at a very competitive price. (You can choose from annual, six-month, or monthly billing.) While LivePlan isn’t quite the cheapest business plan builder out there, it’s not too far off either. And if comes with a 60-day money back guarantee. So there’s no risk in trying LivePlan out for yourself.

With a great balance of features and cost, LivePlan offers the best business plan solution for most businesses.

BizPlanBuilder: Most user-friendly

Need something easy to use? BizPlanBuilder fits the bill.

BizPlanBuilder doesn’t have a flashy, modern user interface―but it does have a very clear, intuitive one. You’ll be able to see your plan’s overall structure at a glance, so you can quickly navigate from your title page to your market trend section to that paragraph on your core values. And as you write, you’ll use a text editor that looks a whole lot like the word processing programs you’re already familiar with.

BizPlanBuilder software pricing

Data effective 3/13/23. At publishing time, amounts, rates, and requirements are current but are subject to change. Offers may not be available in all areas.

BizPlanBuilder also offers lots of helpful guidance for actually writing your plan. It gives you pre-written text, in which you just have to fill in relevant details. It offers explanations for what information you need to include in each section of your plan and way. It even gives you helpful tips from experts, so you’ll have all the information you need to plan like a pro.

So if you want planning software with almost no learning curve, you’ll like BizPlanBuilder.

Wise Business Plans: Best professional service

• Custom quote

Unlike all the other companies on this list, Wise Business Plans doesn’t offer software. Instead, it offers professional business plan writing services―meaning someone does all the hard work for you.

Now, you might think that sounds expensive―and you’re probably right (you have to request a custom quote for your plan). But there’s a lot to be said for expertise, and Wise Business Plans has plenty of that. Your business plan will get written by an experienced writer (with an MBA, no less). They’ll get information from you, do their own research, and then write your plan. You get one free revision, and you can always pay for more.  

Wise Business Plans service pricing

Your end result will be a polished, entirely original business plan. (You can even get printed copies.) And best of all, you won’t have to spend your precious time working on the plan yourself. Wise Business Plans takes care of all the hard parts, and makes your business look good while doing it. Sounds like a service worth paying for, right?

Put simply, if you want the most professional business plan possible, we recommend using Wise Business Plans’s writing service.

Business Sorter: Best for internal plans

Many businesses need plans to show to people outside the company (to get financing, for example). But what if you just need a plan for internal use? In that case, we suggest Business Sorter.

Business Sorter uses a unique card-based method to help you craft the perfect business plan. (You can watch a demo video to see how it works.) You’ll plan some of the usual things, like finances and marketing. But Business Sorter also lets you make plans for specific teams and team members. It also emphasizes more internal matters, like operations, that might get overlooked in a business plan for outsiders.

Business Sorter software pricing

After you’ve made your business plan, Business Sorter also helps you stay accountable to it. You can create tasks, give them deadlines, and assign them to team members―giving you basic project management tools to make sure your business plans become business actions. (Oh, and did we mention that Business Sorter has the lowest starting prices of any software on this list?)

It all adds up to a business plan software that works great for internal planning.

GoSmallBiz: Most extra features

Want to get way more than just business planning software? Then you probably want GoSmallBiz.

See, GoSmallBiz offers business plan software as part of its service―but it’s just one part of a much bigger whole. You also get everything from discounts on legal services to a website builder to a CRM (customer relationship manager) to business document templates. And more. In other words, you get just about everything you need to get your startup off the ground.

GoSmallBiz software pricing

Don’t worry though―you still get all the business planning help you need. GoSmallBiz gives you business plan templates, step-by-step instructions, and the ability to create financial projections. And if you get stuck, GoSmallBiz will put you in touch with experts who can offer advice.

If you want business planning and much, much more, give GoSmallBiz a try.

• PlanGuru : Best financial forecasting
• EnLoop : Cheapest tool for startups

We recommend the software above for most business planning needs. Some businesses, though, might be interested in these more specialized planning software.

Honorable mention software pricing

Planguru: best financial forecasting features.

PlanGuru is pretty pricey compared to our other picks, but you might find its forecasting features worth paying for. It has more forecasting methods than other software (over 20) plus it lets you forecast up to 10 years.

EnLoop: Cheapest tool for startups

EnLoop doesn’t have our favorite features or interface, but it does have really, really low pricing plus a seven-day free trial. It's the most affordable software for startup business planning and still provides all the essential features like financial analysis, team collaboration, charting, and more.

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. * With annual billing

Several of our previous favorite planning software, including BusinessPlanPro and StratPad, seem to have gone out of business.

A business plan is a written, living document that tells the story of your business and what you plan to do with it. It serves as the source of truth for you—the business owner—as well as potential partners, employees, and investors, but it also serves as a roadmap of what you want your business to be.

Why you need a business plan

While some small-business owners don’t see the point of creating a formal business plan, it can have some concrete benefits for your business. For example, one 2016 study found that business owners with written plans are more successful than those that don’t. 1

Still too vague? Then let’s get specific.

If you ever seek business funding (from, say, banks, angel investors , or venture capitalists ), you’ll have to prove that your business deserves the money you want. A formal business plan―complete with financial data and projections―gives you a professional document you can use to make your case. (In fact, most potential investors will expect you to have a business plan ready.)

Even if you’re not seeking funding right now, a business plan can help your business. A formal plan can guide your business’s direction and decision making. It can keep your business accountable (by, for example, seeing if your business meets the financial projections you included). And a formal plan offers a great way to make sure your team stays on the same page.

What to include in your business plan

Not all business plans are created equal. To make a really useful business plan, you’ll want to include a number of elements:

• Basic information about your business
• Your products/services
• Market and industry analysis
• What makes your business competitive
• Strategies and upcoming plans
• Your team (and your team’s background)
• Current financial status
• Financial and market projections
• Executive summary

Of course, you can include more or fewer elements―whatever makes sense for your business. Just make sure your business plan is comprehensive (but not overwhelming).

How business plan software can help

With so many elements to include, business plan creation can take a while. Business plan software tries to speed things up.

Most business plan software will include prompts for each section. In some cases, you can just fill in your business’s specific information, and the software will write the text for you. In other cases, the software will give you specific guidance and examples, helping you write the text yourself.

Plus, business plan software can help you stay organized. You’ll usually get intuitive menus that let you quickly flip through sections. So rather than endlessly scrolling through a long document in a word processor, you can quickly find your way around your plan. Some software even lets you drag and drop sections to reorganize your plan.

Sounds way easier than just staring at a blank page and trying to start from scratch, right?

Choosing business plan software

To find the right business plan builder for your business, you’ll want to compare features. For example, would you rather write your own text, getting prompts and advice from your software? Or would you rather go with a fill-in-the-blank method?

Likewise, think about the elements you need. If your plan will have a heavy focus on finances, you’ll want to choose business plan software with robust financial projection features. If you care more about market and competitor analysis, look for software that can help with that research.

You may also want to find business plan software that integrates with your business accounting software . Some plan builders will import data from Xero, QuickBooks, etc. to quickly generate your financial data and projections.

And of course, you’ll want to compare prices. After all, you always want to end up with software that fits your business budget.

The right business plan software can make your life easier. With LivePlan ’s wide breadth of features and online learning tools, you can’t go wrong. Plus, BizPlanBuilder 's one-time pricing makes it easy to invest while Business Sorter has a low starting cost. And if you're business is looking to grow, GoSmallBiz and Wise Business Plans will scale with you.

But of course, different companies have different needs. So shop around until you find the software that’s best for you and your business.

Now that you've got a business plan, take a look at our checklist for starting a small business.  It can help you make sure you have everything else you need to get your startup off to a good start!

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Creating a business plan can take anywhere from a couple hours to several weeks. Your timeline will depend on things like the elements you choose to include, whether you use software or hire a writing service, and how much research goes into your plan.

That said, much of the business plan software out there brags that it can help you create a fairly detailed plan in a few hours. So if you’re going the software route, that can help you set your expectations.

If you want to get the most out of your business plan, you should update it on a regular basis―at least annually. That way, you can continually refer to it to inform your company’s strategies and direction.  

At the very least, you should update your business plan before you start looking for a new round of funding (whether that’s with investors or lenders).

Thanks to business plan software, you can easily write your own business plan rather than pay someone to do it for you. And in most cases, software will cost you less than a professional business plan service.

There are some times you might want to go with a service though. If time is tight, you might find that it’s worth the cost of a service. Or if you’ve got big investor meetings on the horizon, you might want the expertise and polish that a professional service can offer.

Ultimately, you’ll have to decide for yourself whether business plan software or a business plan service will work better for your company.

Methodology

We ranked business plan software and tools based on features, pricing and plans, and connections to project management and other services. The value of each plan and service, along with what it offers, was a big consideration in our rankings, and we looked to see if what was offered was useful to small businesses or just extra. The final thing we looked at was the ease of use of the software to see if it's too complex for small businesses.

At Business.org, our research is meant to offer general product and service recommendations. We don't guarantee that our suggestions will work best for each individual or business, so consider your unique needs when choosing products and services.

Sources 1. Harvard Business Review, “ Research: Writing a Business Plan Makes Your Startup More Likely to Succeed .” Accessed March 13, 2023.

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Come creare un business plan: esempio pratico (2024)

Pubblicato: 21/09/2023, 11:18 am

Revisione di

Perché creare un business plan?

Business plan: esempio in 6 punti, 1. mission o vision, 2. offerta e proposta di valore, 3. pubblico di riferimento e potenziali clienti, 4. flussi di ricavi, canali di vendita e di marketing, 5. organizzazione, fornitori e gestione delle attività, per concludere.

Un business plan è un documento utilizzato per definire obiettivi e strategie che consentano a un’attività di raggiungere il successo. Nell’articolo che segue forniremo un semplice esempio di business plan, che copre le indicazioni essenziali per l’avvio di una piccola impresa o di un’attività in proprio: se hai intenzione di dare vita a un progetto imprenditoriale, questo esempio può rappresentare un punto di partenza per sviluppare una pianificazione più completa.

La creazione del business plan è un processo essenziale per comprendere meglio costi, incarichi, opportunità di guadagno e quali modelli di business siano più remunerativi. Non sono solo gli imprenditori alle prime armi a dover sviluppare un business plan: si tratta di un’operazione preziosa per chiunque gestisca un’attività. Un business plan può essere strutturato secondo diversi gradi di complessità, dai più basilari ai piani più dettagliati, comprensivi di ricerche di mercato, costi e previsioni sui ricavi. Che tu sia un imprenditore in proprio o abbia lanciato una startup in cerca di finanziamenti, creare un business plan ben strutturato è un passo fondamentale per avviare un’impresa .

Un business plan completo dovrebbe comprendere sei elementi chiave, illustrati in questo esempio. Il livello di approfondimento richiesto dipende principalmente dalla scelta di avviare una piccola impresa o di ricorrere a un finanziamento da parte di un investitore. Le imprese finanziate da investitori, infatti, richiedono ricerche di mercato più approfondite e dettagli operativi e finanziari a sostegno del progetto.

Inizia il tuo business plan con un resoconto conciso che racchiuda la tua idea. Questa sezione deve rispondere in modo sintetico a cinque domande fondamentali. Le risposte saranno approfondite nelle sezioni successive del nostro esempio di business plan.

• Di cosa si occupa la tua azienda? Vendi prodotti, servizi, informazioni o un insieme di queste cose?
• Dove si svolge l’attività? La tua attività si svolge online, in negozio, tramite dispositivi mobili o in un luogo o ambiente specifico?
• A chi si rivolge la tua attività? Qual è il mercato di riferimento della tua azienda e che caratteristiche ha il tuo cliente ideale?
• Perché i potenziali clienti dovrebbero considerarla? Cosa dovrebbe spingere i tuoi clienti ideali a notare la tua attività?
• In che modo i tuoi prodotti e/o servizi si distinguono da quelli della concorrenza? Cosa dovrebbe spingere i tuoi clienti ideali a scegliere la tua attività rispetto a quella di un concorrente?

Se hai difficoltà a fornire risposte a queste domande nella sintesi del tuo business plan, non preoccuparti. Man mano che lavorerai al piano, è molto probabile che scoprirai possibili risposte a queste domande, identificando nuove opportunità per la tua idea di business.

In questa sezione del business plan, dovrai illustrare la tua offerta commerciale. È inoltre il momento di definire la tua proposta di valore, spiegando perché la tua attività potrebbe risultare preziosa per dei potenziali clienti.

Lavorando a questa parte, potresti scoprire nuove opportunità di mercato che inizialmente non avevi considerato. Per esempio, una startup specializzata in prodotti senza glutine e chetogenici potrebbe ampliare la propria proposta di valore preparando dolci personalizzati per occasioni speciali adatti a diverse preferenze alimentari.

In questa sezione identificherai il tuo pubblico di riferimento, parlando dei problemi e delle esigenze specifiche a cui il tuo prodotto o servizio può fornire risposte. Questa fase è fondamentale per sviluppare una strategia di marketing e un’offerta di prodotti.

Per farlo in modo efficace, individua un problema che il tuo target si trova ad affrontare. Per esempio, la startup specializzata in cibi senza glutine e chetogenici può rivolgersi a persone attente alla salute e alla ricerca di questi prodotti. Tuttavia, è essenziale accertarsi di rivolgersi a una base di clienti sufficientemente ampia da poter sostenere l’attività, il che potrebbe significare che dovrai offrire una varietà di prodotti da forno tradizionali insieme quelli più particolari.

La nostra economia è trainata dalle tecnologie informatiche e grazie a internet oggi le startup possono contare su molte opportunità di guadagno e raggiungere un pubblico di riferimento sempre più variegato. In questo contesto, i flussi di ricavi e i canali di vendita divengono anche strumenti di marketing: la presente sezione è dedicata a tutti questi aspetti.

Flussi di ricavi

I flussi di ricavi corrispondono ai molti modi in cui è possibile generare guadagni con la propria attività. Nel tuo business plan, elenca le fonti di entrate al momento del lancio e indica eventuali idee che consentano di ampliare l’attività in futuro.

Ad esempio, il business plan della startup specializzata in prodotti gluten free potrebbe contemplare i seguenti flussi di ricavi:

• Vendita di prodotti: online, in negozi pop-up, all’ingrosso e (in futuro) in negozio
• Ricavi derivanti da campagne di affiliazione: monetizzazione dei post contenenti link di affiliazione pubblicati all’interno di un blog e/o sui profili social
• Entrate derivanti dalle inserzioni pubblicitarie: annunci pubblicitari sul sito web
• Vendite di ebook: (in futuro) pubblicazione di ebook di ricette di dessert senza glutine e compatibili con la dieta chetogenica
• Ricavi ottenuti grazie ai video: (in futuro) monetizzazione di un canale YouTube con video informativi sulla realizzazione di dessert senza glutine e chetogenici
• Webinar e corsi online: (in futuro) monetizzazione di webinar orientati al coaching e corsi online dedicati a consigli e tecniche di cottura
• Contenuti riservati ai soci: (in futuro) monetizzazione di una sezione del sito web riservata ai soci e dedicata a contenuti speciali a integrazione dei webinar e dei corsi online
• Franchising: (in futuro) vendere l’idea di aprire forni specializzati nella realizzazione di questi prodotti di nicchia a imprenditori di franchising.

Canali di vendita

I canali di vendita consentono di generare flussi di ricavi. Questa sezione risponde anche alla domanda “dove si svolge l’attività?” contenuta nel secondo punto della vision del progetto.

Ad esempio, nel business plan della startup specializzata in prodotti senza glutine potrebbero essere indicati i seguenti canali di vendita:

• POS: un sistema di vendita per dispositivi mobili come Shopify o Square POS per la gestione delle vendite in mobilità in contesti quali mercati, eventi e fiere
• Piattaforma ecommerce: un negozio online come Shopify , Square o WooCommerce per le vendite al dettaglio online e gli ordini di vendita all’ingrosso
• Canali social: post e pin con pulsanti per l’acquisto su Facebook , Instagram o Pinterest, che consentano di vendere online attraverso i propri profili
• Negozio: una sede fisica, quando l’attività sarà cresciuta al punto di consentirti di gestire un negozio.

Di seguito elenchiamo ulteriori canali che possono fungere da fonti di reddito:

• Ricavi derivanti da campagne di affiliazione: sezione blog sul sito di ecommerce e partner affiliati
• Entrate derivanti dalle inserzioni pubblicitarie: annunci pubblicitari sul sito di ecommerce
• Vendite di ebook: vendite di ebook su Amazon tramite Kindle Direct Publishing
• Ricavi ottenuti grazie ai video: canale YouTube con monetizzazione degli annunci pubblicitari
• Webinar e corsi online: piattaforme dedicate a corsi online e webinar che consentano di gestire la creazione di account per gli iscritti e il caricamento e la riproduzione di contenuti registrati
• Contenuti riservati ai soci: contenuti protetti da password tramite applicazioni per la creazione di community di utenti iscritti come MemberPress.

Canali di marketing

Spesso i canali di marketing e di vendita utilizzati dalle imprese presentano forti sovrapposizioni. I video e le piattaforme online come i social media, i siti web o i blog fungono sia da strumenti di marketing che da fonti di ricavi, risultando particolarmente utili per le startup e le imprese di piccole dimensioni.

Ad ogni modo, i canali pubblicitari tradizionali come la radio, la TV, le comunicazioni dirette per posta e la carta stampata hanno mantenuto il proprio valore per molte attività e, pertanto, devono essere presi in considerazione al momento della creazione di un piano di marketing e di un budget all’interno di un business plan.

In questa sezione del nostro esempio di business plan spieghiamo come indicare la struttura, le modalità di gestione dell’azienda ed eventuali certificazioni o permessi necessari per l’avvio dell’impresa.

La startup specializzata in prodotti senza glutine potrebbe elencare alcuni punti simili ai seguenti:

• Struttura aziendale: definizione dell’organizzazione dell’attività
• Permessi e certificazioni: licenza per il trattamento degli alimenti e per la produzione alimentare artigianale. In alternativa, affitto di una cucina commerciale in possesso dei requisiti necessari
• Ruoli e responsabilità: imprenditore in proprio, tutti i ruoli e le responsabilità sono in capo al titolare
• Attività quotidiane: procurarsi gli ingredienti e cucinare tre giorni a settimana per rispondere agli ordini. Riservare del tempo agli eventi di settore, ai mercati e agli ordini dei partner all’ingrosso, se necessario. Spedire a giorni alterni gli ordini effettuati online. Aggiornare il sito web e creare post social, sul blog e contenenti link di affiliazione nei giorni in cui non vengono effettuate le spedizioni.

L’ultimo passaggio nella stesura del business plan consiste nell’elencare i costi previsti per l’avvio e la gestione dell’attività, oltre che i ricavi attesi. Grazie a strumenti gratuiti come Square e alle opportunità di marketing offerte dai social media, è possibile lanciare una startup a costi molto contenuti.

In molti casi, il costo della merce, della spedizione e dell’imballaggio, delle autorizzazioni e licenze, e della stampa dei biglietti da visita sono le uniche spese da sostenere.

Sviluppare al meglio il business plan della propria attività è un passaggio fondamentale per chi si appresta a lanciare un’impresa, ma è altrettanto importante che la fase di pianificazione non si trasformi in un ostacolo per l’avvio dell’attività.

Tieni presente, inoltre, che un business plan non è mai un documento destinato ad assumere valore definitivo. I mercati, il pubblico e le tecnologie sono in costante evoluzione, così come gli obiettivi aziendali e le strategie sviluppate per raggiungerli. Considera il tuo business plan, quindi, come un documento dinamico, soggetto a revisioni periodiche, da ampliare e modificare in risposta alle opportunità di mercato e alla crescita della tua attività.

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Krista Fabregas è una professionista esperta nell'ambito dell'ecommerce e della redazione di contenuti online. Vanta oltre vent'anni di esperienza pratica, che mette al servizio di chi desidera lanciare e far crescere società di successo nel settore tecnologico. Tra le sue competenze rientrano l'avvio e lo sviluppo di attività di ecommerce, operazioni e logistica per le PMI, piattaforme per la creazione di siti web, sistemi di pagamento, marketing multicanale e redditi da attività collaterali e programmi di affiliazione. Krista ha conseguito la laurea in Lettere presso la University of Texas di Austin e ha ricoperto posizioni apicali presso la NASA, un'azienda Fortune 100 e diverse startup digitali.

Benefits of Using a Business Plan Software

1. infinity — a business plan software for businesses of all sizes, 2. ntask — a business planning software for small businesses.

• 3. ProofHub — An All-in-One Software for Business Planning 

4. Scoro — The Best Business Planning and Budgeting Software

5. trello — the top business planning software for startups.

• 6. Asana — A Powerful Business Planning Software  

7. ClickUp — A User-Friendly Business Plan App

8. planguru — a leading business planning software, 9. bizplan — a game-changing software for business planning, 10. enloop — an automated business planning software, 11. liveplan — a business plan software with performance tracking, 12. bizplanbuilder — the best free business plan software, 13. upmetrics — a high-end software for business planning, 14. planium pro — a strategic business plan software, 15. ideabuddy — an innovative business app, 16. plansnack — a simple and free business plan software, 17. cuttles — a recently launched business plan app, 17 business plan software to power up your business in 2023.

Admit it: you always get a rush of new business ideas at the least convenient moments—when sitting at a bar and chatting with friends or when taking a shower. And most of the time, instead of writing down those ideas, you let them go down the drain. 

...Which is how so many people end up missing a chance to do something big in their lives. 

It would be a pity to be one of them, right?

Yes, we know—writing a killer plan that will grab the investors’ attention and convince them of the viability and profitability (so they can expect a solid return) of your idea can be quite daunting and time-consuming. And getting your idea off the ground and laying out the roadmap for the future can definitely be too much of a bite for beginners and alone-doers.

Fortunately, you can turn to business plan software for help, no matter if you are an entrepreneur, manager, business executive, or an individual with a fantastic idea. Software takes out the need to start from scratch, simplifies the process, helps you get your message across, acquire funding, and saves your time (whoop whoop).

We are happy to announce you can choose between (wait for it) 17 business planning software and nail all those ideas without throwing a tantrum or dolling out a fortune.

Are you ready to set yourself up for success? Let’s dive in!

To begin with, let’s dive into some of the benefits of business planning software to get a better grasp of each so you can decide whether you need one by your side.

• Simplifies the Process —Whether you are a business novice or manager, you could use a helping hand when writing an actionable plan. The right software can simplify the process by guiding you step-by-step through making a plan and giving you hints on what you should insert or remove so you don’t have to think in too much detail.
• Saves Time —Business plan software comes up with suggestions based on your ideas, gives you insights into meaningful data, organizes the plan, and saves your energy and time .
• Helps with Your Finances —Not having experience in a financial background can make it nerve-wracking to work on the financial aspects (such as projecting cash flow and calculating an income statement) of your business plan. Software for business planning can help you work your way around financial projections and create a model that will back up your plan.
• Accessible for Multiple Team Members —Your team members can incorporate items to the plan you can further see and review. This way, everyone’s talents and competencies come to the forefront, which encourages a collaborative spirit and gives better results.
• Customizable Templates —Depending on the industry, you can choose from a library of templates and ensure your business plan reflects your ideas visually. Not all software offer this type of customization but, if you care about the looks, opt for something that delivers above-average results.

Top 17 Business Planning Software to Check Out

Infinity is an online business plan software tailored to the needs of different users and businesses. It is very intuitive to use and adapts to your processes, so you don’t have to waste time figuring out how to assemble the information you need.

Infinity simplifies complex procedures so personal users, freelancers, and companies (business owners, managers, and business executives) can get the most out of it. Basically, it is packed with all the features one could possibly need when making a business plan , organizing business, and managing time and finances. 

“Been using this for a few months now. Got the LTD. Stefan and his team are working hard to make a killer product. Thank you!” - Kodi Fletcher

Obviously, you need software that can handle various types of data, such as text, reports, charts, numbers, dates, etc., and Infinity gives you a myriad of customization options so you can organize data and control who sees what. 

You can also choose between visuals that represent your data—Kanban boards, Gantt charts, columns, charts lists, calendars, or create custom forms and save them for later as well. Infinity allows you to organize all data to your preference—filter, group, sort, reorder, hide, etc.

Check out the following video to learn more about how Infinity works:

Needless to say, Infinity could be exactly what you need to manage all aspects of a modern business. You get all this with one payment, so keep it in mind if you want to invest smartly.

Key Features

• Dozens of Templates —Use one of the pre-made templates and save time instead of building workflows from scratch. Our Business Roadmap and Product Roadmap templates can help you outline strategies, set goals, brainstorm with the team, and more. 
• Multiple Views —Infinity lets you view all the relevant information for your business plan in 7 ways, or views. You can see the big picture or dive deep into the nitty-gritty details of your business plan using Lists, Tables, Columns, etc. 
• Attributes —Infinity lets you assign multiple attributes to every item of your business plan. You can write descriptions, set start and end dates, track progress on tasks using progress bars, rate importance, set an impact score, and add user stories to make sure your plan reflects your vision but also contributes to delivering a product your customers really need. 
• Roles and Permissions —Divide business goals and strategies across various departments and set permissions so everyone knows their responsibilities in developing business plans . 
• Filter, Group, and Sort —Infinity makes it a breeze to group, filter, and sort items on your business plan to goal, strategic goal, division, assignee, stage, release date, feature size, or any other attribute you choose. You can also color-code each attribute to make your items within your business plan easily scannable. 
• Automations —Automate your workflows (set up recurring tasks, reminders, or create IFTTT rules), reduce busywork, and help your business plan come to life faster. 
• External Sharing —You can invite stakeholders to review your business plan via links or export it to CSV or PDF file at a click.
• Integrations —Connect Infinity with Zapier , Trello, and Clockify to level up your game.
• iOS & Android Mobile Apps —Manage your business on the go through our mobile apps.

What’s great about Infinity is that you get to choose between attractive customizable templates and create boards for different purposes (finances, legal forms, invoicing), and this is just warming up. Once you get comfortable with using the tool, you can start putting together your own templates. Until then, get the most out of 50+ templates to create business plans and grow any business. 

Check these for starters:

• Business Roadmap
• Invoice Management
• Finances Tracker
• Meetings Calendar

The Finances Tracker template can help you understand your income sources, where your money goes, and uncover eventual hidden costs, which is essential for any thriving business.

Use the Public Board to collaborate with the team and create boards you can share with your clients. Clients can comment on tasks and make suggestions or create items to give you a better understanding of what they are looking for.  

INFINITY TIP : Planning a business involves planning finances, and this is the area where even the most experienced business planners slip up. Create a separate board under this name and then create folders such as “loan payments,” “expenses budget,” etc., to keep track of your finances and prevent miscalculations.

Infinity offers 14 days of free trial for anyone who signs up. When it comes to pricing, you can choose between Basic and Pro plans, with Basic plans starting from $3.75 per user per month, and Pro plans starting from $6 per user per month.

Image Source: ntaskmanager.com

Most of you know nTask as a project management software. However, do you know you can use it to make business plans and receive nTask’s wholehearted support through it all? 

Being one of the top business planning software , nTask offers a bunch of planning features any home user, contractor, or project manager can find super-useful for handling daily workflow activities. You can invite stakeholders to check your business/project and see whether you are on the same page. 

Allocate resources, define budgets, collaborate with your team, use Gantt charts to track progress via stunning visuals , and enjoy every step of the way towards success. 

nTask is free and functional but a bit too complicated for first-time users. You may encounter a bug or two while working, which is probably its main downside, yet nothing to stress over when having in mind other first-class features this software offers.

• Budget Tracking
• Gantt Charts
• Multi-User Engagement
• Multitasking
• Risk Assessment
• Time Tracking Modules
• Integrates with Slack, Zoom, and Google Calendar

If your team counts 5 or fewer members, guess what? You pay nothing (unless you need more than 100MG of storage)! The premium plan starts at $2.99/month/user, business plan starts at $7.99/month/per user, while you can create custom plans as well. nTask offers a 14-day trial so you can tell whether you would be a good fit without committing.

3. ProofHub — An All-in-One Software for Business Planning 

Image Source: proofhub.com

ProofHub is an easy-to-use business software that can ensure your business runs without a hassle from the very beginning. You can use it to collaborate with the team, assign personal or group tasks and order them by priority, create reports, and even self-manage as you move from one stage to another.

You can communicate with clients and team members in 6 languages, which makes ProofHub’s interface one of the most user-friendly on our list. 

As we already mentioned, you don’t have to fill in details from scratch (thank God) when working in a time-saving business plan app like this one. Yet, with ProofHub, you can also create and save templates for the future and always be one step ahead of the game.

ProofHub offers numerous functionalities at a reasonable price without per-user fees. On the downside, it lacks budgeting features so you would have to find another way to plan and track your finances.

• Kanban Boards
• User Permission Settings
• Multi-Language Interface
• Built-In Invoicing
• Integrates with Dropbox, Google Drive, and Google Calendar

ProofHub’s essential plan is available to an unlimited number of users, offers 40 projects and 15GB of storage, and comes at a price of $45/month (billed annually) or $50/month (billed monthly). You can get their “Ultimate Control” limited-time offer for $89/month (billed annually) or $99/month (billed monthly) that enables you to provide custom access to team members and customers.

Image Source: scoro.com

Scoro could be the right tool if you struggle with planning budgets for your business plans. After all, achieving success is impossible without proper budgeting. 

This software combines all the financial elements you need to create a profitable business plan and manage expenses and resources as well as manage project budgets. However, its capabilities are far from just financial . 

Scoro features customizable dashboards, time tracking, team collaboration, and integration with other apps—everything medium-sized businesses and teams could ask for.

This is one-of-a-kind software for business planning, budgeting, project management, and CRM, and having access to all this data in one place can save your time and energy.

• Business Management
• Budget Forecasting
• Financial Reports
• Accounting Reports
• Financial Dashboard
• Customizable Dashboards
• iOS and Android Mobile Apps

Scoro offers a 14-day free trial to new users while their Essential package for at least 5 users costs $26/user/month. They have 3 more pricing plans if you need more features.

Image Source: trello.com

Trello is an online business plan software that can help you determine goals, key activities, map priority tasks, identify stakeholders, and determine resources. Put another way, it helps you outline requirements, expectations, and create a coherent business plan. All this—for free, or at a relatively affordable price if you need extra features.

With Trello, you can conduct a competitor analysis (direct and indirect competitors) and figure out what your advantages and disadvantages are. Going a step further, it allows you to conduct industry and customer analysis as well so you can map a plan, set daily tasks, milestones, etc. 

As you’re gonna need a financial plan as well, Trello helps you calculate funding requirements, write a revenue model, calculate expenses, etc. Once you set a clear direction on resources, budgets, and schedules, you can assign tasks and collaborate with the team, add and remove members. 

Trello integrates with Gmail, Outlook, Dropbox, and Slack and ensures that your team functions seamlessly.

• Custom Templates
• Custom Backgrounds
• File Storage
• Scheduled Commands
• Workflow Automation
• iOS and Android Apps

You can use Trello for free, pay annually $9.99/month/user for a Business Class plan, or $17.5/month/user for their Enterprise plan suitable for 100+ users.

6. Asana — A Powerful Business Planning Software  

Image Source: asana.com

Back in 2016, the guys from Asana announced they improved its core functionality by adding templates, custom fields, boards, and dependencies to help businesses conquer their planning challenges. From that moment, Asana became the ultimate software for business planning . It can help you set goals for the future, and, more importantly, achieve them.

With Asana, you can share ideas with team members, partners, and investors and communicate on future steps. To make things easier, Asana offers a comprehensive, ready-made Business Strategy Plan template so you can include components, share ideas, and take concrete actions towards success right away. It allows you to document and update your strategy, gives insights to your partners into expenses, processes, etc.

The ability to share your business plan with partners takes out the guessing and enables you to get almost immediate feedback so you can, eventually, re-strategize.

Asana simplifies planning processes and makes planning empowering so you can set up for success. It integrates with Outlook, Zoom, and Slack, so you can keep everything in one place. We wish it had more financial features, yet, overall, it’s still one of the best business planning software.

• Custom Fields
• Task Workflow Automation
• Document Management
• Task Analytics
• Shared/Private Access

If you are just getting started and your team counts 15 or fewer members, try Asana for free. Other than that, their paid plans come at $10.99 or $24.99/user/month (billed annually).

Image Source: clickup.com

Although ClickUp is mostly popular as a collaboration tool, it can definitely handle various planning tasks and needs of any business so it is no wonder millions of users claim it as the best business plan software . 

This centralized hub is most suitable for road mapping, assigning tasks, tracking progress, real-time chatting and time-tracking, and much more. Every time someone from the team leaves a comment or mentions you, ClickUp will send you a notification, and not having to check on everything yourself is just great.

ClickUp provides 15 views, allows you to filter tasks, set priorities, create statuses and custom labels, etc. Instead of writing your plan on a piece of paper, use ClickUp’s Docs to store your documents and share them with the team.

With ClickUp, you can create a custom Dashboard to track your financial goals, spending, and profits, manage invoices, etc. It would use some more budgeting and forecasting features, but the basics ones are still there!

• Risk Management
• Recurring Tasks
• Automatic Calculations
• Mobile Apps

ClickUp is free for an unlimited number of users until you reach 100MB of storage. However, it offers better functionality with its paid plans—$5 or $9/member/month (billed annually or monthly).

Image Source: justbusiness.com

If you need some help with forecasting and budgeting, check out PlanGuru. This business plan app combines business planning and financial reporting, although the emphasis is on finance. It is most suitable for small companies and teams, while mid-sized businesses are encouraged to use it as well. 

PlanGuru has several features that help you get a better understanding of your finances when making a business plan. It forecasts (boasts over 20 forecasting techniques), calculates, and creates reports you can further export to Word, Excel , and PDF. 

PlanGuru created various case studies and built-in video tutorials to help you navigate the software and learn more about making profitable business plans. 

A significant downside of this software is the cost, although you can get your money back within 30 days if you don’t like it.

• 20+ Forecasting Methods
• Forecasting Using Non-Financial Data
• Strategic Planning
• Unlimited Budgeting Flexibility
• Integration with QuickBooks, Xero, and Excel Import

PlanGuru comes at a price of $99/month or $899/year.

Image Source: bizplan.com

Bizplan is way more than just a business plan builder. This online business plan software provides you with a comprehensive education on business planning, which can be useful no matter if you are a novice or an experienced business executive. At any moment, you can get expert help through videos and how-tos.

This software combines functionality and striking visuals so your business plan is profitable and attractive for investors at the same time. After all, you need a plan that can help you acquire finances, right? Choose a template and add elements to your preference—charts, problems, reports, etc.

Bizplan is a great tool for financial projections. It also creates reports based on your financial data you can analyze and, maybe, reassess your strategy. To make sure you don’t miss out on anything important, Bizplan’s progress tracker gives you insights into how much of your plan is complete.

Polished and functional, this user-friendly software can save you time and money in the long run. However, note there is no free trial so you can’t really know whether this is the right software for your needs before making a payment.

• Step-by-Step Builder
• Progress Tracker
• Financial Tools
• Shareable with Investors
• Business Plan Templates

You can either pay $349 for lifetime access or choose a monthly plan ($29/month) or an annual plan ($20.75/month).

Image Source: businessinsider.com

Enloop is a quite simple, yet reliable software for business planning that focuses on financial data and reports. It automatically generates reports and turns data into text in the blink of an eye (lifesaving).

However, note that you might still need to fill certain data fields, and it can get tricky if you don’t have a proper understanding of it.

Once you start creating your plan, Enloop will assign it a score that will change as you work your way up. It allows you to choose between 2 forecast modules—one that covers one year and the 36-month module that is more comprehensive and consists of several forecasting methods.

You can invite your team members and partners to review, add suggestions, or edit your plan, which is one of the features more advanced software provide. However, keep in mind Enloop lacks third-party integration and has poor customer support.

• Automatic Text Writing
• Automatically Generated Financial Reports
• Country Currency Formatting
• Access Control
• Financial Forecasting

Enloop offers a 7-day free tier (no credit card needed). Once you decide whether you like it or not, you can choose between $19.95 and $39.95 monthly plans that offer different advanced features.

Image Source: liveplan.com

LivePlan is a simple and interactive business plan app that can help you learn and apply techniques for making profitable business plans. It guides you step-by-step through the process and helps you meet specific goals.

You can choose between 500+ templates that suit your business or simply find the ones that inspire you to achieve success. LivePlan integrates with Xero and QuickBooks so you can import data from there and get an even better overview of your financial standpoint.

Speaking of finances, LivePlan guides you through financial data and calculates financial outcomes. You can make budgets month by month or for the whole year, and turn them into eye-catching visuals, which could be useful when discussing the plan with the investors.

If you need a complete business planning tool that doesn’t cost an arm and a leg, keep your eye on LivePlan. As a cherry on top, it offers a 60-day money-back trial, just in case you are not 100% sold on its features.

• Financial Performance Tracking
• 500+ Sample Plans
• Step-by-Step Guidance
• Appealing Visual Aids

Sign up for LivePlan’s annual package and you pay $15/month, a 6-month package comes at $18, or you can pay as you go ($20/month).

Image Source: businesspowertools.com

BizPlanBuilder is a no-brainer to use. Yet, these guys wanted to make sure you truly get into the essence of business planning so they integrated a wizard to guide you through the process. It offers a bunch of appealing templates and there’s no doubt one can find the perfect plan for their business goals.

This software is about business planning but puts financials into focus. Thus, it offers various financial tools—charts, graphs, and calculators to make cost analysis, forecast, and much more. If you have already signed up for BizPlanBuilder’s accounting software program, you can import financial data from there.

One of the features that set BizPlanBuilder apart from similar software is that it offers additional features next to business planning and financials. You can invite your team members to view and edit your plans, and team collaboration is crucial if you want to make winning plans.

• Financial Projections
• Team Collaboration
• Fundraising Management
• Investor Management

You can sign up as a guest and use BizPlanBuilder for free, although advanced plans, starting at $97/month can give you more options and deeper insights into business planning.

Image Source: upmetrics.so

Upmetrics is a powerful, yet super user-friendly and flexible business plan software that can help you turn great business ideas into an even greater reality. This business plan builder comes packed with a bunch of features—from planning to strategies, collaboration, and forecasting.

With Upmetrics, you get 100+ sample business plans that can save you time and simplify the business planning progress, no matter which industry you are in. However, if you are a complete newbie to business planning, we highly suggest you take a look at their library of pre-written business plans, at least if you want your plan to be impactful once you present it.

To help you create an impressive plan, Upmetrics encourages you to create and edit sections, attach images, highlight key points, build charts and checklists (checklists can help a lot with tracking your business plan execution). You can also create several versions of the same plan and modify scenarios until you are perfectly content about it. 

Upmetrics encourages team collaboration and allows you to invite co-workers to discuss inputs, initiate convos, and provide feedback. This way, you’ll ensure business plans you’re working on reflecting your vision but also open yourself to hearing new, constructive ideas. And, if you need to share your plan with investors, you can do that too, at a single link, and allow them to track your activity.

The only thing that’s left is to add the final touch to your business plan—a cover page that will make it stand out even more. This business planning software lets you choose between a gallery of beautiful, professional pages you might want to explore.

• Business Plan Template Gallery
• Cover Pages Gallery
• Business Plan Checklist
• Financial Planning
• Percentage Progress Tracking
• Competitor Analysis
• Multiple Plan Versions
• Real-Time Collaboration and Feedback
• Internal and External Sharing
• PDF Downloads

Upmetrics has 3 paid plans—solo ($5.42/month), team ($8.25, for up to 5 members), and premium ($29.09/month for an unlimited number of members).

Image Source: planiumpro.com

Planium Pro is among the best strategic business planning software out there. This solution captures all the info you need to write a profitable business plan in one place—vision, values, opportunities, and mission, and lets you update sections on the fly, as new ideas develop.

It boasts a user-friendly interface and comes with sample plans to help you kickstart the business planning process. Armed with powerful analytic capabilities, Planium Pro helps you analyze and understand the market and discover opportunities, then create winning business plans and come up with good strategies.

Once you outline a new business route, you can use Planium Pro to review and allocate resources and create financial forecasts to easily understand which impact your current strategy may have, and identify the worst-case and best-case scenarios.

This business plan software integrates with a few accounting software (like MYOB) and allows you to import data to your business plan. As you would expect, you can invite co-workers to join and communicate on the next steps via chat, but also add external users and give them limited or full access.

Planium Pro promotes highly engaging dashboards, colorful tables, diagrams, and charts, and superior reports you can use to make informed decisions and create the perfect business plan.

• Business Plan Samples
• Forecasting Modules
• Resource Management
• Business Plan Presentation Templates
• Detailed Reports
• Export to Docx and PDF
• Online and Offline Mode

Planium Pro for professional and advanced users is priced at $8/user/month and up. Their Lite version for small business users and startups comes at a price of $5/month when billed monthly or $4.16/month when billed annually.

Image Source: ideabuddy.com

IdeaBuddy is a one-of-a-kind business plan app designed for consultants, product managers, universities and business schools, future entrepreneurs, and everyone else who has groundbreaking ideas but feels uncertain about bringing them life and using them to build a winning business model.

This tool can light up your way from making a business plan to its completion and help you stun your clients, co-workers, or whoever you want to show it to. Start from outlining and structuring your idea on a single page. If you need additional support, you can always search for IdeaBuddy’s examples from your industry.

Once you sketch the concept and create a one-page plan, brainstorm it with others, and research the market so you get a 360-degree view of your idea before taking the plunge. IdeaBuddy lets you create financial projections and comes equipped with several financial calculators that can calculate cash flow, expenses, profit margin, and other metrics.

After all this, you’ll have everything neatly documented and available at a click. You can always edit your business plan further and export it outside this business planning software to present it to your partners or investors.

• Editable Templates
• Lean Business Canvas
• Building Blocks
• Brainstorming
• Market Analysis
• Automatic Financials
• Unlimited Edits
• Business Plan Share and Export to Word/PDF

IdeaBuddy has 3 paid plans—$45/year for solo users, $85/year for up to 3 users, and $165/year for up to 30 collaborators.

Image Source: plansnack.com

Writing a business plan with PlanSnack is as easy as falling off a log. This business plan app is incredibly simple and fun to use, has no learning curve, and allows you to develop winning plans in a matter of minutes, not days.

It features a unique approach to creating business plans and guides you through 5 essential steps. Packed with pre-written examples, PlanSnack makes business planning even smoother and pretty damn quick.

Unlike other tools that come with extensive galleries of business plan templates, PlanSnack uses a simple template format with a single page. Instead of wasting time scrolling through templates, you can start writing a plan right away and launch and grow a successful business at the double.

All in all, PlanSnack is a great business planning software that can generate short, to-the-point plans you’ll actually use and comes completely free (no credit card required, no upgrades, or Pro versions).

• Clear, Easy-to-Use Interface
• A Simple Business Plan Template
• Vision, Mission, and Objective Outlines
• Shareable Plans Outside the Platform
• Business Plan Download and Print
• External Sharing
• Integration with NameSnack (Business Name Generator)

PlanSnack is free forever for anyone (small business owners, startups, restaurants, etc.).

Image Source: cuttles.io

Although launched not so long ago, Cuttles managed to keep ahead of the tough competitors and make it to the top business planning software list. This fully interactive tool is built to help entrepreneurs start new businesses, and, more importantly, grow them.

With Cuttles, you can structure ideas and write impactful business plans using their startup business plan template, but also create budgets, track finances, define your team’s responsibilities, set milestones, and more. And, just in case you need some extra help, you can check for real-world examples this business planning app provides to guide you through the creation of a modern business plan.

Now, how can you make sure your team, customers, or investors will get on board with your vision? You can either share your work in a dazzling design or… Ask people behind Cuttles to review your plan. They will provide a comprehensive analysis and more even more in-depth feedback on your plan in a post-review meeting.

However, if writing business plans still seem downright exhausting, you can ask guys from Cuttles to handle this for you. Share your idea, provide them with other relevant info, arrange a few follow-up meetings to make sure every detail is right, and have your business plan delivered within 2 to 4 weeks.

• Business Plan Template
• Idea Pitcher
• Budgeting Features
• Business Plan Presentations

Cuttles has 3 paid plans, starting at €15/month. If you want them to review your plans, the price goes to €250/year or €1,250 if writing business plans is not your favorite activity and you want Cuttles to do this for you.

One of these business plan software might be the one that makes your life easier. Hopefully, you already have a notion of the right fit. If not, maybe you should go back to the list and see which one catches your eye first.

Feel free to share your ideas and suggestions via our chat or e-mail  [email protected] ! And, if Infinity sparked your interest, please don’t be shy. Schedule a demo call or dig out the details you need at our Help Center

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Software per Business Plan

Il nostro Software di Business Plan si caratterizza per l’elevata flessibilità, che lo rende lo strumento idoneo a realizzare business plan per ogni tipo di impresa o settore.

Il Software, sviluppato completamente in italiano, è disponibile sia per sistemi operativi Windows che per Mac.

Partendo da zero, il nostro programma consente di redigere in modo semplice e veloce un efficace piano per dare vita al tuo progetto.

Paghi una sola volta e potrai usare il software per sempre (nessun abbonamento). Con l’acquisto anche 1 mese di assistenza tecnica gratuita!

Come Funziona il Software

Guarda il video Tutorial

Il Software per il Business Plan che paghi una volta sola

Il nostro strumento per la realizzazione di Business Plan è il risultato di costanti migliorie, apportate nel corso degli anni, per renderlo semplice ed adatto ad essere usato per qualsiasi settore o attività economica. Il risultato è un software che, per essere utilizzato, non necessita particolari conoscenze tecniche .

La nostra azienda può vantare una lunga esperienza nel settore, risalente al 2002. Il nostro software di business plan viene ad oggi utilizzato da alberghi e strutture ricettive, attività commerciali, manifatturiere, imprese di produzione di beni e servizi nei più differenti settori economici.

Creare un business plan efficace e chiaro è il primo ed essenziale step per dare vita a un progetto economico solido e duraturo . Il software di business plan che abbiamo realizzato si rivolge a imprenditori, liberi professionisti, Start-Up che cercano uno stumento semplice, ma performante.

A differenza di altri software specifici per il business plan, il nostro programma non prevede costi in abbonamento . Paghi una sola volta e potrai usare lo strumento per sempre, senza alcuna limitazione. Non troverai sul mercato altre soluzioni software così convenienti.

Giunto ormai alla versione 2021, il software di business plan che offriamo, può essere ritagliato su misura all’attività economica a cui si rivolge.

Il programma comprende due moduli : il budget per la gestione dei dati economico-finanziari e il vero e proprio documento di business plan, creato automaticamente dal software con l’importazione dei bilanci, grafici e tabelle dal modulo precedente.

Offriamo alle aziende anche una consulenza sulla corretta stesura del proprio piano di business.

Partendo dal nostro software base per business plan, ne abbiamo realizzato una versione pensata appositamente per le strutture ricettive .

Siano esse hotel , alberghi, residence, villaggi, case vacanza o B&B, il software business plan turismo gestisce i pernottamenti delle diverse unità abitative e fino a 10 differenti tariffe per creare il budget economico e finanziario a 5 anni ed il documento di business plan per banche, soci e investitori.

Il programma, completo e professionale, gestisce tutti gli aspetti legati all’attività ricettiva, incluse le attività accessorie come bar, ristorante , noleggio attrezzature.

Il software si contraddistingue per l’elevata flessibilità, che consente di utilizzarlo per business plan in vari settori.

PROFESSIONALE

Il software consente di realizzare business plan professionali, grazie alle numerose migliorie apportate nel corso degli anni.

SEMPLICE E INTUITIVO

Il software è facile da utilizzare e non necessita particolari conoscenze di tipo tecnico o economico.

PAGHI UNA VOLTA SOLA

Non chiediamo abbonamenti o moduli aggiuntivi. Una volta acquistato, potrai usare il software per sempre e sui dispositivi che preferisci.

Le Caratteristiche del software

Il nostro software per il business plan , realizzato da dottori commercialisti, è stato migliorato nel corso degli anni, grazie anche ai feedback degli imprenditori.

Si tratta dell’unico programma che nello stesso ecosistema ti consentirà di:

• calcolare il budget economico e finanziario completo;
• ottenere l’analisi di bilancio con gli indici riclassificati;
• generare 2 scenari alternativi (ottimistico e pessimistico) per la what-if analysis;
• generare l’analisi SWOT;
• calcolare il DSCR, gli indici di bancabilità e gli indicatori CNDCEC;
• lavorare con i bandi di Invitalia (grazie ai nostri moduli);
• redigere il business plan in modo conforme alle linee guida EBA 2021 per la richiesta di finanziamenti.

Il software si presta in modo ottimale sia a una start-up che a un business già avviato (in qualsiasi mercato e settore merceologico).

Quello che viene chiesto all’imprenditore è semplicemente di aggiungere le informazioni base sulla sul attività in essere o sul progetto nascente.

Nel dettaglio: gli investimenti, i prodotti che si andranno a portare a mercato, i costi dei beni o servizi, i volumi di produzione, gli aspetti relativi al personale e alle spese di organizzazione aziendale.

Partendo da questi dati, sarà poi il software a generare in modo automatico il bilancio CEE, i flussi di cassa, il rendiconto finanziario, fino al documento finale interattivo di business plan.

Ma c’è di più, ad ogni variazione di un dato o elemento base, sarà sempre il programma che adatterà e aggiornerà tutti i dati relativi fino allo stesso documento finale.

Molti software venduti sul mercato (a un costo di gran lunga superiore), si limitano a generare semplici tabelle in Excel.

Il nostro software per il business plan ti consentirà di ottenere invece il documento completo , dall’executive summary, al piano economico-finanziario, passando per l’analisi di mercato e le strategie di marketing.

Potrai calcolare il fabbisogno finanziario e la sostenibilità di un eventuale mutuo (con il calcolo automatico delle rate, con il relativo tasso di interesse).

Il software è compatibile sia con Windows che con Mac , potrai pagarlo attraverso PayPal, carta di credito o bonifico bancario e soprattutto non dovrai sborsare cifre successive. Non sono previsti canoni o abbonamenti. paghi una volta e lo strumento software sarà tuo per sempre.

Business Plan Pronti per ogni tipo di progetto

Il nostro software di business plan è la base con la quale abbiamo realizzato oltre 200 business plan pronti , rivolti ad attività economiche di diverso tipo.

I nostri business plan sono completi in tutte le necessarie parti, dall’organizzazione, al budget, al piano economico finanziario, alla concorrenza, fino al documento finale.

Sono inoltre ampiamente personalizzabili, in modo da ritagliarli su misura all’azienda o libero professionista che li richiede. Dai ristoranti, agli hotel e B&B, ai negozi di vario tipo, i business plan che abbiamo predisposto grazie al nostro software sono numerosissimi.

Poter disporre di un modello già pronto e collaudato di business plan, velocizza notevolmente i tempi di “lancio” di una nuova attività. Essendo i nostri modelli pronti precaricati poi sul software, possono essere adattati alle esigenze specifiche.

Consulenza in tema di Business Plan

Oltre al software, offriamo ad imprese, liberi professionisti e Start-Up consulenza in tema di redazione di business plan. La nostra lunga esperienza nel settore, ci rende il partner ideale ad accompagnare le realtà economiche verso il successo e la crescita del proprio business. Contattaci senza impegno per saperne di più.

Il Programma per Business Plan vincenti

La prima versione del nostro programma di business plan risale ormai a quindici anni fa. I continui aggiornamenti frutto dell’esperienza pratica dei nostri clienti, ci hanno consentito oggi di offrire un prodotto all’avanguardia a prezzi più bassi rispetto alla concorrenza .

Realizzare un business plan vincente senza un software valido è impossibile. Il nostro programma, partendo dalle informazioni base sull’attività della tua azienda, consente di generare automaticamente il bilancio CEE e poi il documento finale di business plan.

La qualità del nostro software e in generale del lavoro svolto, è certificata dai numerosi clienti dei più diversi settori che si sono affidati al nostro programma, o ci hanno chiesto una consulenza sulla redazione del proprio business plan.

I nostri clienti, una volta acquistato il software, non vengono lasciati a sé stessi. Forniamo infatti assistenza tecnica , che non prevede costi aggiuntivi o abbonamenti. Sui nostri prodotti inoltre, opera la garanzia soddisfatto o rimborsato .

Le recensioni dei nostri Clienti

“Ho acquistato il software per realizzare e modificare il business plan di un negozio di sport. Ho apprezzato soprattutto l’integrazione con strumenti come Excel e Word, per me di semplice utilizzo. Estremamente utile la stampa analitica di tabelle, grafici e bilanci “

“Sono cliente da diversi anni. Ho dapprima acquistato il software, avvalendomi poi in più occasioni della consulenza su determinati aspetti economici-finanziari. Esperienza positiva”

“Ho acquistato un Business Plan già fatto per B&B/Affittacamere. Il modello presente è stato un’ottima base sulla quale inserire poi gli aspetti specifici della mia struttura. Soddisfatta anche della consulenza iniziale “

“Il software, una volta preso confidenza, è molto intuitivo con le utilissime integrazioni a Excel e Word. Pagare una volta sola senza abbonamento (e poter provare la demo), è un aspetto che per me ha fatto la differenza”

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Use financial forecasting and benchmarking tools to evaluate potential revenue and expenses. This helps you determine which products or ideas are most likely to bring success.

Be ready for every question an investor will ask

Your one—page lean business plan doubles as an investor pitch.

Get a field-tested pitch template

LivePlan was designed by entrepreneurs who have raised millions pitching both VCs and angel investors.

Build error—proof financials

Built-in forecasting software helps you create accurate financial projections. The data is then pulled into your pitch automatically and displayed as charts and graphs.

Write a detailed business plan faster with step-by-step guidance

Simple forecasting and budgeting

Just enter details about how you plan to make money. LivePlan uses built–in financial formulas to project your cash flow.

550+ sample plans to inspire you

Plus hundreds of detailed examples and Lean Planning tutorials.

Automatic charts and graphs

Visual elements helps investors see the story behind the numbers.

Get a document that's polished and professional

• Customize your plan with 10 different document themes
• Download your plan as a PDF or Word doc or share it online
• Print your plan to get a clean, hard copy document

Get insights to make the right decisions

Should you boost your ad spend? Or maybe focus on reducing churn? LivePlan's Dashboard gives you real-time insights that make these types of decisions much easier.

Hit your goals faster by tracking your progress

Compare the projections in your plan to your actual financials at–a–glance. Monitor your revenue, scrutinize your expenses, and make adjustments to ensure you reach your goals.

A simpler, more visual way to handle budgeting

All calculations are done for you with built-in formulas, so you can quickly build visual reports and summaries that show what your financial data really means.

Join over 1 million entrepreneurs who created their business plans with LivePlan

Our customers give liveplan 5 out of 5 stars.

Software is professional and user-friendly. Highly recommend to any Entrepreneur. Would not be where I am today without LivePlan.

Mar. 15, 2024

I've been using LivePlan to help me write top-tier business plans over the last 2 years. A prominent business plan writing company referred me to this site to help me produce the best business plans, to collaboratively support their clients. I've consistently had the best customer service, whether by email or live chat. Rapid responses that are helpful and this is one of the "hand-down" best platforms if you're looking for high-quality products and services - and AMAZING customer service. The price of the plan subscription is a tiny drop in the ocean compared to the results I've had with business plans created through LivePlan. Thank you for the products and services here that help me present well

Feb. 29, 2024

I've used Liveplan for two projects and I have been happy with both experiences. I've needed support twice and both experiences were quickly resolved using the chat function. I'd highly recommend Liveplan to anyone wanting to get serious about new projects. They have great customer support, and it can be a vital tool to anyone wanting to build something from the ground up.

Feb. 20, 2024

I needed a business plan for a government grant and the platform helped me tremendously. It was super organized with all the touchpoints I had to fill and the AI for improving the texts was also amazing. I did a finance plan a well and I had no clue beforehand in how to do it and that was excellent and everything I needed to submit a full case! I finished my plan and submitted it. I will definitely use it again for when i need another business plan. Thank you

Feb. 3, 2024

Extremely user friendly. I appreciated how intuitive it was and useful when I got stuck or when wanting to rephrase sections - AI was a true support for me then

Sep. 26, 2023

LivePlan helps put your ideas and beliefs on paper in a professional & organized manner. It guides you through planning, organizing, and monitoring your plan.

Sep. 2, 2023

I didn't only get value for the money paid but also got the best customer service experience as well. And of course, I'm sticking to LivePlan forever.

IsefConsult

Aug. 14, 2023

Using LivePlan since March 2015, I've created precise financial plans and business strategies for ventures of all sizes. It's the perfect tool for rapid evaluation, eliminating the risk of spreadsheet errors.

Jul. 7, 2023

It's a great Financial planning software. It can also sync with Xero and Quickbooks.

Jun. 17, 2023

If you are looking to create a Business Plan then don't waste any time, buy LivePlan as it will make your life so much easier and save you days of work!

Jun. 28, 2022

A great tool for entrepreneurs with non-finance backgrounds. We all have business ideas but long-term planning is a challenge. LivePlan makes it simple and easy.

Jun. 24, 2022

I had put off writing a plan because I dreaded the research and didn't really know what I was doing. Because of you, I now have a comprehensive, professional-looking business plan.

May 24, 2022

Overall experience with LivePlan is awesome. Very informative and easy to read. Plans come with templates and other examples you can use to build your plan.

Deonta from Texas

May 11, 2022

The best part for me is the feeling of confidence it gave me. It really made me feel like my goals and even dreams were actually possible to reach.

Mar. 29, 2022

LivePlan was a lifesaver when starting our business! It helped us make a business plan and financial projections to show others, and everyone was blown away.

The Silver Fern Shop

Jan. 27, 2022

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Software per il business plan: le migliori soluzioni

Avviare un’impresa presuppone una serie di attività che richiedono molto impegno e molta pazienza. Prima di tutto occorre ideare e pianificare dettagliatamente la vostra idea imprenditoriale, nella quale vi impegnate a raggiungere obiettivi a medio e lungo termine . L’aspetto finanziario riveste un ruolo decisivo, poiché senza il necessario capitale di avviamento e senza un piano economico sostenibile è difficile realizzare e sviluppare un nuovo business. Prima affrontate questi problemi e stabilite un piano aziendale e meglio è. I software per il business plan vi aiutano in questa fase con assistenti pratici e varie forme di supporto.

Quali sono i vantaggi di un software per il business plan?

Smartbusinessplan.

Il business plan è importantissimo per l’avvio di un’impresa ma richiede molto impegno. In particolare, per chi non è avvezzo e si trova per la prima volta ad avviare un’impresa, lo sviluppo dettagliato delle varie tappe rappresenta una grande sfida. Infatti il business plan non solo deve contenere tutti i punti cruciali, ma deve anche essere adeguatamente formulato e strutturato: questo infatti è l’unico modo per convincere i centri per l’impiego, le banche e gli investitori a dare credito alla vostra idea.

Un valido software per il business plan vi aiuterà con dei modelli esemplificativi e delle procedure guidate a formulare e strutturare il vostro progetto passo dopo passo . In questo modo non correte il rischio di dimenticare punti importanti. Grazie ai testi e ai modelli di esempio avrete un’idea di come presentare i vostri contenuti in un modulo appropriato. Siccome di solito è necessario modificare soltanto alcuni dettagli , risparmierete molto tempo rispetto alla formulazione completa da zero del business plan. Molti programmi offrono inoltre una funzione che mostra incoerenze ed errori (controllo di plausibilità).

Nel nostro articolo sulla struttura e contenuto di un business plan potete trovare informazioni più dettagliate sulla struttura del business plan e su quali informazioni non debbano assolutamente mancare.

Software per business plan gratuiti e a pagamento: una panoramica

Se decidete di creare il vostro business plan utilizzando un programma, bisogna capire quale sia la soluzione più adatta a voi. Naturalmente ci sono anche delle differenze nelle applicazioni di questo tipo, che vanno dai costi alla facilità d’uso alla gamma di funzioni. Solitamente il prezzo incide ad esempio sulla gamma di funzioni, ma non sempre lo strumento più costoso offre il pacchetto migliore per tutte le esigenze: un software di business plan disponibile gratuitamente può tranquillamente servire allo scopo. Tuttavia, se è la prima volta che affrontate questa impresa, forse è meglio optare per un tool a pagamento.

Per darvi un’idea del mondo delle applicazioni per il business plan , vi presentiamo alcuni interessanti strumenti appartenenti alle più svariate categorie di prezzo.

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SmartBusinessPlan è un’applicazione rilasciata nel 2013 dalla fucina di software individee e dalla società di consulenza evers & jung . Questo software per il business plan è a pagamento, ma potete provarlo gratis per un mese, prima di stipulare l’ abbonamento mensile (circa 30 Euro), che in ogni caso si può disdire da un mese all’altro. In alternativa si può stipulare un contratto annuale per circa 120 Euro, che fornisce l’accesso appunto per dodici mesi all’intera gamma di funzioni del tool. Non appena avrete uno di questi due pacchetti, avrete a disposizione 30 esempi di business plan scelti da diversi settori come il settore alberghiero, le pubbliche relazioni o la vendita al dettaglio, che potrete quindi considerare come modello per creare il vostro piano aziendale.

Aprire un’attività commerciale

Se avete deciso di mettervi in proprio e aprire un’attività commerciale, ci sono alcuni passaggi da seguire. Tra questi risulta molto importante l’iter burocratico, che getta le basi per avviare un’attività commerciale. Ma a che cosa bisogna prestare attenzione e che cosa è necessario sapere prima di cimentarsi in questa nuova impresa? Vi presentiamo gli aspetti più rilevanti.

Lean startup: si può fondare un’impresa senza rischi?

Dropbox, Airbnb e Twitter, aziende di successo con una cosa in comune: le idee del metodo lean startup. Il modello mette in discussione i concetti e le procedure aziendali tradizionali e promette maggiore flessibilità e forza innovativa. Ma cosa significa lean startup per lo sviluppo del prodotto e la cultura aziendale? E come si può beneficiare dei principi di marketing ripensati in modo…

Mission aziendale vs vision aziendale: le differenze

Spesso continuiamo a consumare i prodotti di uno stesso marchio nonostante altri siano magari più convenienti. A condizionare la nostra scelta è spesso la nostra affinità con i valori dell’azienda, basati su quelle che sono la mission e la vision della stessa, ossia la missione che si prefigge di svolgere e la visione del mondo che è determinata a creare. A volte però si fa confusione tra questi…

7 Best Business Plan Software for Startups in 2024

• Resources for Planning a Business
• Best Business Plan Software

Last Updated: April 26, 2024 By TRUiC Team

Launching a new startup is an exciting yet challenging endeavor. Crafting a comprehensive business plan is a critical first step for any founder to outline their vision, objectives, and strategy. It acts as a roadmap to help guide important decisions and next steps as a company grows.

With so many options available, finding the right business planning tool can be daunting. The best software should be affordable, user-friendly, and offer a robust set of features to aid in financial modeling, strategic planning, and more.

In this review, we'll explore some of the top business plan software solutions designed specifically for entrepreneurs. We'll compare capabilities, ease of use, templates and resources, integrations, pricing, and more. Whether you’re looking to create an investor-ready plan or simply organize your strategy, choosing the right tool can help you get started on the right foot.

Best Business Plan Software for Startups: LivePlan

Top Business Plan Software Solutions

In this review, we'll look at seven of the best business plan software platforms — discussing their pros, cons, features, pricing, and more — so you can decide which one is right for your startup.

Best Business Plan Software for Startups 2024:

• LivePlan - Best Overall
• Bizplan - Easiest to Use
• Enloop - Best Automation Features
• PlanGuru - Best Financial Forecasting
• IdeaBuddy - Best for Idea Validation
• iPlanner - Best for Nonprofits
• Wise Business Plans - Best Professional Services

The following tools all have their own great features. Based on its affordable pricing and usability, LivePlan is our top business plan software choice for startups.

Try LivePlan today or continue reading to explore your options!

Best Business Plan Software: LivePlan

LivePlan is the overall best business plan tool, offering a large number of features at an affordable price.

Visit LivePlan

1. LivePlan - $15/month to $30/month

We love LivePlan overall because it offers great value at an affordable cost. The software lets you quickly create a business plan from anywhere in the world using what is arguably the best business plan software available on the market. It does everything better than its competition and costs way less.

What’s more, the online “cloud-based” platform is easy to use and you are under no contract or obligation to keep paying for the service. Even better, if you decide to stop service for whatever reason, Palo Alto Software, the makers of LivePlan, will keep your account active and data preserved for at least a year should you decide to reactivate your account later.

• Create an unlimited number of business plans
• A forecast feature for those less mathematically inclined. Plug in data, and it will generate charts, graphs, figures, and even the profit and loss, balance sheet, and cash flow statements
• 500+ business plan templates spanning all major industries
• Real-time financial data tracking
• Performance dashboards track sales and budgeting
• Create one-page pitch plans for potential investors
• Milestone scheduling feature — Some people will use it when working with others on their plan; it will let you assign milestones to people.
• Low-cost annual plans
• Affordable pay-as-you-go plans
• No cancellation fees
• Data saved for 12-months, even after cancellation
• Clean, modern platform
• Cloud-based; works on any business machine (Linus, Windows, Mac)
• Integrates with Quickbooks and Xero to import your data easily
• Knowledgeable customer support to get help with your plan
• No valuation capabilities
• Templates built on Palo Alto Software’s earlier software Business Plan Pro require some modifications to be used on LivePlan

Insider Information

Talking to the nice people at LivePlan we learned some inside information that we wanted to share with our readers.

Here's what we learned:

• LivePlan has been used by contestants on ABC's hit show "Shark Tank" to win over angel investors to help them get their ideas and businesses funded.
• Accountants use LivePlan as an added-value service to sell to their clients.
• Businesses continue using LivePlan because of a feature called “Dashboard” which lets you manually enter your actuals or pull actuals from Quickbooks online to do comparative forecasting and analysis.
• LivePlan helps with business continuity planning (BCP).
• LivePlan executives use LivePlan to make important business decisions.
• "Dashboard" does profit and loss, cash flow, and balance sheet reports and lets you compare and contrast your actuals from your forecasts to be able to show to investors.
• LivePlan lets you create business plans in 1/5th the time it takes using templates.

Customer Reviews

LivePlan receives great feedback from customers. LivePlan reviews average 4.5 stars out of 5 on GetApp. LivePlan is an easy company for us to recommend for the best business plan software.

2. Bizplan - $29/month, $249/year, $349 lifetime

Bizplan rates high on our list because they offer a lifetime plan that gets you "forever access" to their business plan software. As an added bonus, you also receive free access to Startup Courses and LaunchRock, a landing page builder.

• Easy, "fill-in-the-blanks" plan builder
• Publish your business plan online
• Unlimited business plans
• Bizplan takes care of the financials
• Cloud-based (use any browser on any computer)
• Options to add more graphics and photos
• Low-cost yearly plans
• Create unlimited business plans
• Xero to import your data easily
• Excellent and responsive customer support (email/chat/phone)
• Free access to Startup.com and LaunchRock.com
• Discount at Fundable.com (connect with lenders and investors)
• Can't export in Word
• Doesn't currently integrate with QuickBooks
• No free trial
• No third-party app integrations

Talking with BizPlan insiders, we learned that the premise behind BizPlan is to help startups easily create professional business plans to give them a leg-up with lenders and investors.

Here's what else we learned:

• BizPlan's does all your financial calculations for you.
• BizPlan strives to be an all-in-one solution for Startups needing funding.
• BizPlan is constantly making improvements to its software.

BizPlan receives great feedback from customers. BizPlan reviews average 4.4 stars out of 5 on GetApp. Still a relatively new option, BizPlan already has over 30,000 satisfied customers. As their platform grows, we wouldn’t be surprised to see them integrate even more valuable features. Keep a close eye on this one.

3. Enloop - Free to $39.95/month

If you’re looking to try before you buy, Enloop is a strong choice as one of the only business planning software tools with a free trial.

• User-friendly platform
• Compare your financials against your industry's performance
• Bank ready financial statements (Profit and Loss, Balance Sheet, Cash flow)
• Lets multiple team members work on a business plan
• 36-Month detailed financial reports
• Sync date and text into your business plan
• Real-time performance rating
• Generated business plan Pass/Fail report
• Multiple currency formatting
• Seven-day free trial (no credit card required)
• Advanced financial ratios
• Financial projections
• Video tutorials to help you with the writing process
• No phone or chat support, just a "contact us" form.
• Three business plan limit per account
• Doesn't integrate with QuickBooks or Xero
• No financial forecasts beyond 36-months
• No 30-day money-back guarantee

We learned that the premise behind Enloop is to make business planning easier for entrepreneurs. Enloop achieves this by making software simple to navigate through and takes risks off the table with their no credit card needed seven-day free trial. Their business plan creation software offers financial forecasting features for up to 36 months.

• Enloop utilizes 16 financial ratios to get your business ready for investors.
• Enloop offers some sample business plans that are easy to modify.
• Enloop's performance score increases as you create your detailed plan.
• A new business or small businesses benefit the most from Enloop's solutions.

Enloop receives fair feedback from customers. Enloop's reviews average 3 stars out of 5 on PCMag. Enloop's main complaint is its lack of instructional text for writing mission statements and other key sections. What they rank high on is their efficiency and the speed at which the software lets you write a business plan.

Even beyond the free version, Enloop Basic is just $9.95/month ($6/month when paid annually), so they’re one of the least expensive tools for writing a business plan.

4. PlanGuru - $99/month to $299/month

PlanGuru is a good option if you’re looking for considerably more robust software that offers quite a bit more. The most notable feature we like is the valuation tool, only present on the desktop version of the software. PlanGuru lets you calculate the valuation of your business using three different methods. No other business plan software offers this that we know of.

PlanGuru also offers budgeting, forecasting, and performance tools to help you put together a business plan. In the main, PlanGuru allows you to get a custom-tailored three financial statement budget model up and running out of QuickBooks or Xero in a matter of minutes. PlanGuru's business plan writing software takes you through a setup process where it asks you questions such as:

• What's the first month of your fiscal year?
• How many historical years do you want to import?

And, once you answer these questions, PlanGuru then generates a model for you that you can then populate with your historical data if you have it. Then you can go through PlanGuru's 20+ projection methods.

Some financial data projection methods include:

• Expenses, like payroll, etc.
• Balance sheet items, like accounts receivable, accounts payable, crude expenses, prepaid expenses, loans, etc.

These are only a few of the features the business plan software offers. Here are some more.

• Budgeting/Forecasting Software
• Analytics Service for Financial Performance & KPIs
• Valuation calculations (desktop software only)
• Desktop and cloud-based options
• Free 14-day trial and 30-day money-back guarantee
• Great customer support and knowledgeable sales staff
• Lower-cost yearly plans offered
• Advanced financial calculations
• Business valuation calculations
• No contracts
• Integrates with QuickBooks and Xero
• Costlier than LivePlan and most other business plan software options
• Additional cost per user can add up quickly

The great thing about PlanGuru is that the only thing you have to worry about is the income statement and balance sheet projections because the cash flow statement is automatically generated.

Then once you have the cash flow statement, income statement, and balance sheet in place, you can then lock down the budget.

• PlanGuru's desktop version has three different types of valuation methods that calculate the worth of your business.
• PlanGuru has some really nice reporting tools that pull together your financial statements into table formats, say, for the bank, line-by-line.
• PlanGuru also has some nice charts, graphs, scorecards, and some easily digestible reports that can help you visualize how your company is performing.
• Exports to Excel, PDF, and Word documents --and, there's even a tool that lets you create customized reports.
• You can print your plan off too to show partners, lenders, and investors.
• PlanGuru now offers a cloud-based version of its software, though it will take some time to catch up to the rich features offered by the current desktop software version.
• With PlanGuru you also get free updates, bug fixes, and new releases as they become available.

Important Note: These tools are important because investors may want to see not only historical performance but also projections.

5. IdeaBuddy - Free to $35/month

IdeaBuddy makes our list because of what's behind their approach. IdeaBuddy focuses on helping entrepreneurs develop their idea first, then share it, and then refine it into a plan. If you have a business idea and don't know what to do next, IdeaBuddy could be what you're looking for in a business plan software.

• Single-page business plan pitch (Idea plan)
• Clean modern design platform combined with great financial tools
• Marketing plan for selling and promoting your products
• Market overview plan where you create targeted customer profiles, identify your competition and calculate the market potential
• Business plan creation that includes forecasting performance and cash flow projections
• A proprietary algorithm calculates a final score for your idea providing recommendations for improvement after you complete "Story Mode"
• Idea Journal, that is an internal business plan for you to show potential investors
• A lifetime plan costs only $178
• Great for developing ideas
• Great for doing market research
• Pay-as-you-go plans offered
• Email-only customer service
• Software lag time issues
• Fewer software options than most other small business options

IdeaBuddy has some great features that are fantastic from idea conceptualization down to cost projections and the laying out of steps to take to start a business. We would have liked, however, to been given more KPIs that would notify us of tasks, help with idea validation, and help us measure other objectives to better monitor the health of our business. Another thing lacking was the design of the finished plan--it contained some noticeable structural issues.

IdeaBuddy has received some outstanding customer reviews on GetApp. IdeaBuddy has earned a 4.6-star rating out of 5 possible stars.

6. iPlanner - Starts at $55/year

iPlanner is a comprehensive business plan software that has been aiding entrepreneurs since 2007, providing a robust framework for developing business plans, models, and financial forecasts online.

• Unlimited Team Members & Collaboration
• A La Carte Pricing Model vs Packages
• Discounts for Serial Entrepreneurs & Business Coaches
• Solid amount of industry knowledge and experience.
• They've got two trademarked business planning services, Startup Framework™ and Strategy Designer™
• All of their business planning packages allow you to have unlimited collaborators and assign people three different roles: Project Owners, Advisors, and Viewers.
•  Their Startup Framework software has a business modeling section where you can design a business model canvas and strategize as much as you need before diving into your plan.
• Doesn't have a month-to-month option for either of their services. Their Strategy Designer is payable only annually, while their Startup Framework is available for 3-month, 6-month, or 12-month payments.
• They don't offer refunds
•  Their website is pretty old school and tough to navigate.
•  Unlike other business planning software, iPlanner doesn't offer a free version or trial. However, you can take a tour of their Startup Framework software or view a demo of the Strategy Designer to get a feel for them.

iPlanner's Business Planning Software

If a simple framework is all you're looking for, iPlanner can help you out. They don't have many bells and whistles, but at these price points, they offer a good value for nonprofits and corporations.

7. Wise Business Plans - Pricing by Request

Wise business plans website is a little confusing to navigate, and pricing is by request only, which can get frustrating. They do have a lot of options for different kinds of business plans for various types of business types, which makes them versatile. They also have business building and funding options as well. And, if you wish to establish business credit, they offer net-30 accounts that get reported to Equifax business.

• Claim to be the only business plan company to write for Fortune 100 and 500 companies
• Business formation services
• Business license searches
• EIN services
• Digital marketing services
• Business website design and branding
• Has a lot of helpful information
• Helpful options for forming your business
• Options to help after you start your business
• Helps small businesses establish business credit
• Not an actual business plan software
• Expensive by comparison
• Website is difficult to navigate
• Pricing is by request only
• Limited products and features
• Turnaround is one month
• Requires some work on your end

Business Plan Software Pros and Cons

• By using business plan software providers, you’ll be able to create a solid outline for your business. Although some of the options above are better than others, each will walk you through from start to finish.
• No matter how you look at it, business plan software is cost-effective. As long as you actually use the tool, you’ll generate significantly more value than you’re spending on monthly subscription fees.
• If you spend the time to create a solid plan, you’re much more likely to hold yourself accountable. Think of planning software like an accountability buddy for entrepreneurship.
• Your business plan tool will help set realistic financial goals, and most can also keep your bottom line in check by integrating your accounting software.
• Business planning software enables you to collaborate with partners, mentors and investors.
• Some of the business plan tools don’t offer support and can have slightly buggy features. That said, if you’re serious about writing a solid plan, go with a tool that’s constantly updated and well made.
• Although some business plan tools have a collaboration feature, none of them can review it when you’re done. All business planning tools lack a human touch.

How to Choose the Right Business Plan Software

With the array of business planning tools available, it can be daunting to select the right one for your needs. Here are some tips for choosing a business plan software solution:

• Consider your skill level – Opt for software like a wizard-guided template if you are less experienced in writing plans. Choose more advanced software with greater flexibility once you know what you are doing. Look for drag-and-drop tools to easily organize sections.
• Determine your budget – Prices range from free to several hundred dollars. Know how much you can spend before shopping.
• Compare features – Look for software with the specific tools you need, like financial projections, sample text, customizable templates, and more.
• Evaluate the financial tool capabilities – The software should provide extensive financial tools like forecasting, modeling, projections, and dashboards to streamline financial planning.
• Check reviews and ratings – Get feedback from other users about their experience with the software. High reviews indicate easier, more user-friendly software.

Which Is the Best Business Plan Software?

You know the unique requirements of your startup better than we do. These are all quality services that offer business planning software tools for entrepreneurs like you. Feel free to read over our full reviews if you’d like to know more about any of them or even visit the websites directly.

In general, we do prefer LivePlan because they have a huge library of business plan templates, and we love their convenient dashboard. They're the planning software that is most likely to help you via customer support, continue updating their tool, and figure out ways to make your business experience better. Enjoy!

What is the purpose of a business plan?

The purpose of a business plan is to provide a structured outline and roadmap for a business's goals, strategies, and operations. It serves as a guide for decision-making, resource allocation, and management. 

Furthermore, it can be a crucial tool for attracting investors, securing loans, and ensuring that all stakeholders have a clear understanding of the business's direction and objectives.

What does business plan software do?

Business plan software assists entrepreneurs and businesses in creating, organizing, and refining their business plans. It provides tools, templates, and guidance to streamline the planning process. 

Features often include financial forecasting, market analysis, visual aids like charts and graphs, collaboration capabilities, and even integration with other business tools. This software aims to simplify the task of creating a thorough and professional business plan.

How do you write a business plan?

To write a business plan, start by writing an executive summary that provides an overview of your business idea, products/services, market opportunity, and projected growth. Outline your company description, industry analysis, target customers, competitive advantage, marketing and sales plans, operations, management team, and financial projections.

How long should a business plan be?

The length can vary based on the complexity of the business, its stage, and its intended audience. In general, it might range from 15-50 pages. However, the key is to ensure that the plan is comprehensive yet concise. 

For many situations, especially when seeking investment, a more detailed one is preferable. Yet, for internal purposes or for businesses at very early stages, a shorter, more concise plan might suffice.

Are there business plan templates on Word?

Yes, Microsoft Word has business plan templates you can download and customize. The templates provide section headings, instructions, sample text, and tables to input your specific business information.

What is Palo Alto Software?

Palo Alto Software is a company that's been around since the late 1980s. They created business management software for startups and existing businesses. The software has since been updated and rebranded as LivePlan and today happens to be one of the most sought-after business plan software available in the marketplace.

Individual Business Plan Reviews

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BUSINESS PLAN 2024

SOFTWARE BUSINESS PLAN 2024 SEMPLICE E RAPIDO

Ti presentiamo il nuovo Software business plan 2024 con ancora più funzioni:

• gestione dei crediti IVA;
• versamenti in conto capitale e gestione riserve;
• conferimento di beni;
• analisi SWOT e business model canvas

È il miglior software business plan creato da Dottori commercialisti per le imprese ed i professionisti che vogliono specializzarsi in questo campo.

Il software business plan 2024 rende il lavoro facile e veloce anche senza alcuna esperienza.

Ricorda che per le strutture ricettive abbiamo creato una versione speciale del software!

Se vuoi risparmiare tempo ed ottenere il business plan in modo ancora più semplice , dai un’occhiata agli oltre 200 software specifici con un esempio completo già fatto e precaricato sul quale potrai direttamente lavorare.

Mi è stato consigliato dalla nostra associazione di categoria e non posso che confermare il giudizio positivo.

Sono diversi anni che utilizzo questo software e devo dire che per l'utilizzo cui è destinato è tra i migliori in circolazione.

La cosa che più mi ha colpito è la professionalità del servizio di assistenza. Complimenti poi per il programma che è esattamente quello che mi serviva.

Contenuti dell'articolo

PERCHÉ SCEGLIERE IL SOFTWARE BUSINESS PLAN 2024:

• budget economico e finanziario completo a 5 anni;
• documento di business plan integrato col piano finanziario;
• scenari alternativi completamente automatizzati;
• analisi di bilancio completa con indici e riclassificati;
• calcolo DSCR , indici di bancabilità e indicatori CNDCEC;
• Analisi SWOT e Business model canvas
• 10 giorni di assistenza tecnica inclusi nel prezzo.
• Conforme alle nuove linee guida EBA 2021 per la richiesta di finanziamenti;
• compatibile con i moduli per i bandi di Invitalia
• adatto sia per nuove imprese che per quelle già in funzione.

SOFTWARE BUSINESS PLAN 2024

A soli 79 € imposte incluse anziché 97 € con licenza a vita, DSCR e assistenza tecnica .

Offerta valida fino a martedì 30 aprile , soddisfatto o rimborsato ! Scaricalo ora con carta di credito, bonifico o Paypal

Ora anche con il servizio di consulenza

Guarda cosa pensano di noi alcune delle principali testate economiche italiane.

"... avere un piano d'azione dettagliato può fare la differenza tra il fallimento e il successo , ecco perché è cruciale scegliere il software business plan giusto per lo sviluppo del proprio progetto.

In questo processo, la tecnologia e l'expertise di realtà come Bsness.com rappresentano alleati preziosi per trasformare l'idea imprenditoriale in una realtà concreta e vincente .

L'arrivo di piattaforme innovative come quella di Bsness.com sta cambiando radicalmente il modo in cui pensiamo alla pianificazione aziendale.

CARATTERISTICHE DEL SOFTWARE BUSINESS PLAN 2024

Il software business plan 2024 di bsness.com.

Oltre ad essere il più semplice e completo , ti permette di trasformare la tua idea d’impresa in un business plan professionale partendo dagli elementi base del progetto .

Non devi essere un esperto o saper costruire un bilancio perché sarà il software a fare tutto quanto automaticamente.

Si distingue dagli altri software perché ogni elemento del software è integrato con tutti gli altri in modo da mantenere sempre la coerenza del progetto senza dover rivedere l’intero lavoro ad ogni modifica.

Tu dovrai solo indicare le informazioni alla base della tua idea imprenditoriale seguendo il percorso guidato come ad esempio:

• gli investimenti che intendi sostenere;
• gli articoli da commercializzare o i beni e servizi da produrre;
• i prezzi di vendita per ognuno dei cinque anni;
• il costo di acquisto dei beni da coomercializzare;
• i singoli costi variabili di produzione di beni o servizi;
• i volumi di produzione e vendita di mese in mese;
• il personale assunto ed i singoli costi fissi.

Basteranno queste semplici informazioni e sarà il software business plan 2024 a creare il bilancio CEE , i flussi di cassa, il rendiconto finanziario , l’analisi di bilancio e il documento di business plan solo da completare con le informazioni specifiche della business idea.

SOFTWARE BUSINESS PLAN START-UP

 È il software ideale per fare il business plan delle start-up , intese come tutte le imprese di nuova creazione e nelle prime fasi di vita.

Non si parte infatti dall’ultimo bilancio chiuso ma tutto quanto è calcolato sulla base delle informazioni a disposizione dell’imprenditore o del suo consulente.

È adatto a tutti i tipi di imprese e cioè:

ATTIVITÀ COMMERCIALI : potrai indicare il costo di acquisto della merce, gestire le rimanenze, le provvigioni di vendita, gli sconti per le liquidazioni, la dilazione di pagamento ai fornitori e anche quelle dai clienti per le attività all’ingrosso;

ATTIVITÀ MANIFATTURIERE : puoi gestire analiticamente tutti i costi variabili di produzione, ottenere il margine di guadagno per ogni singolo prodotto e calcolare velocemente il costo aziendale del personale dipendente;

IMPRESE DI SERVIZI E PROFESSIONALI : individua fino a 20 differenti servizi, ognuno con il proprio prezzo di vendita distinto per ogni anno e anche gli eventuali costi variabili oltre a tutti gli altri costi fissi, investimenti e personale dipendente;

ATTIVITÀ TURISTICHE E RICETTIVE : abbiamo creato un software specifico per fare il business plan delle strutture ricettive come hotel, b&b, campeggi, residence, case vacanza o villaggi turistici.

IL BUSINESS PLAN PER CHIEDERE UN FINANZIAMENTO

Il software business plan 2024 è lo strumento ideale per chi lo deve fare in modo rapido ed economico ma con un risultato professionale per fare la migliore impressione con la banca .

Calcola automaticamente gli indici di bancabilità – DSCR , crea gli scenari per l’analisi dei rischi ed è conforme alle nuove linee guida EBA 2021 che devono seguire le banche per concedere nuovi finanziamenti.

Molti software creano solo tabelle in excel, il nostro invece crea il documento completo con riportati tutti i principali grafici, tabelle e bilanci e i capitoli essenziali come:

• l’ executive summary (il riassunto introduttivo);
• l’analisi dei prodotti e dei servizi oggetto della tua attività;
• l’analisi del mercato e della concorrenza ;
• il piano di marketing ;
• l’organizzazione interna e l’analisi swot ;
• il piano economico e finanziario.

Il software calcola il fabbisogno finanziario e ti dice di quanto dovrà essere il mutuo da chiedere alla banca, la sua sostenibilità e calcola automaticamente le rate sulla base del tasso di interesse, durata e periodicità.

SCENARIO OTTIMISTICO E SCENARIO PESSIMISTICO

La banca, per concedere un finanziamento, vuole sapere se sono stati analizzati tutti i possibili rischi.

Il software business plan 2024 ti permette di costruire scenari alternativi in pochi minuti giocando con i 9 parametri disponibili come prezzi di vendita, costi di acquisto, costi variabili, spese per il personale, volumi di produzione ecc.

Dovrai solo indicare la percentuale di incremento o riduzione per una o più variabili e il programma ricalcolerà automaticamente l’intero budget economico e finanziario.

Potrai così vedere l’effetto sull’andamento economico, sulla liquidità, sul punto di pareggio e sui margini: sia nello schema riepilogativo che in modo analitico nelle singole sezioni.

IL SOFTWARE BUSINESS PLAN 2024 E INVITALIA

Visto che tanti dei nostri clienti partecipano ai bandi di Invitalia , abbiamo creato una serie di moduli per la riconciliazione dei nostri software con gli schemi richiesti nei piani d’impresa dei bandi Invitalia.

In pratica, dopo aver fatto il business plan con i nostri software, sarà sufficiente installare uno dei moduli Invitalia per ottenere automaticamente i dati economici e finanziari richiesti dai singoli bandi.

Al momento sono disponibili i moduli di riclassificazione per i seguenti bandi di Invitalia:

• RESTO AL SUD / RESTO QUI
• ON – OLTRE NUOVE IMPRESE A TASSO ZERO
• SMART & START
• SELFIEMPLOYMENT
• IMPRENDITORIA FEMMINILE

L’ANALISI DI BILANCIO INCLUSA NEL SOFTWARE BUSINESS PLAN 2024

Dopo aver inserito i dati relativi alla tua business idea e ottenuto:

• il budget completo a 5 anni;
• il bilancio CEE completo di stato patrimoniale e conto economico;
• il rendiconto finanziario e i flussi analitici mese per mese;
• il calcolo del margine analitico per ogni singolo prodotto;

otterrai anche l’analisi di bilancio con:

• oltre 30 indici di bilancio tra cui B.E.P, ROI, ROE, EBITDA, MOL, ROS, CURRENT RATIO, ACID TEST e tanti altri;
• tre conti economici riclassificati;
• due stati patrimoniali riclassificati;
• indici di bancabilità col software DSCR ;
• indicatori della crisi d’impresa CNDCEC.

Il software per fare il business plan tutto italiano

Il software è stato creato da un gruppo di Dottori Commercialisti di Bologna agli inizi de 2000 e in questi vent’anni è stato migliorato di anno in anno sulla base delle richieste dei colleghi e delle imprese clienti.

È nato nato e si è sviluppato all’interno delle normative civilistiche e fiscali italiane e non si tratta di un software diorigine anglosassone tradotto in italiano.

La sua forza è che è nato per far fronte alle esigenze delle imprese e dei loro consulenti e si è sviluppato proprio per agevolarle nella pianificazione, nell’ottenimento dei finanziamenti bancari o nella ricerca di nuovi investitori.

Di anno in anno abbiamo aggiunto automazioni e nuove funzioni per semplificare il più possibile il lavoro dei nostri clienti.

ADATTO ANCHE ALLE IMPRESE ESISTENTI

Se devi realizzare il business plan per un ampliamento dell’impresa, per nuovi investimenti o per la revisione di un finanziamento , il software business plan 2024 è quello che fa per te.

Abbiamo infatti previsto la possibilità di inserire l’ultimo bilancio chiuso in modo da poter gestire sia i beni strumentali che i debiti e crediti in corso.

Per il nuovo anno potrai costruire il business plan secondo il nostro metodo e cioè sulla base degli elementi base dell’attività ma verranno comunque riportati i dati dello stato patrimoniale.

Inoltre potrai gestire l’incasso dei crediti in essere, il pagamento dei vecchi debiti e gli ammortamenti dei beni strumentali in corso.

Nella colonna di destra noterai che abbiamo inserito l’ultimo bilancio chiuso e nell’intero business plan si terrà conto dei valori inseriti.

Unisciti agli oltre 10.000 imprenditori e consulenti che stanno già utilizzando i software di Bsness.com!

Ora disponibili i moduli per i bandi Invitalia e il software DSCR per il calcolo degli indici di bancabilità! Ignora

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Software Company Business Plan

High margins, low startup costs, global reach, and a recurring revenue model make starting a software company a lucrative and rewarding profession.

Need help writing a business plan for your software company? You’re at the right place. Our software company business plan template will help you get started.

Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

How to Write A Software Company Business Plan?

Writing a software company business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

Introduce your Business:

Start your executive summary by briefly introducing your business to your readers.

Market Opportunity:

Products and services:.

Highlight the software company services you offer your clients. The USPs and differentiators you offer are always a plus.

Marketing & Sales Strategies:

Financial highlights:, call to action:.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

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2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Business Description:

Describe your business in this section by providing all the basic information:

Describe what kind of software company you run and the name of it. You may specialize in one of the following software company businesses:

• Enterprise software companies
• SaaS companies
• Mobile app development companies
• Web development companies
• Cybersecurity companies
• HealthTech companies
• Describe the legal structure of your software company, whether it is a sole proprietorship, LLC, partnership, or others.
• Explain where your business is located and why you selected the place.

Mission Statement:

Business history:.

If you’re an established software company, briefly describe your business history, like—when it was founded, how it evolved over time, etc.

Future Goals

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

Target market:

Start this section by describing your target market. Define your ideal customer and explain what types of services they prefer. Creating a buyer persona will help you easily define your target market to your readers.

Market size and growth potential:

Describe your market size and growth potential and whether you will target a niche or a much broader market.

Competitive Analysis:

Market trends:.

Analyze emerging trends in the industry, such as technology disruptions, changes in customer behavior or preferences, etc. Explain how your business will cope with all the trends.

Regulatory Environment:

Here are a few tips for writing the market analysis section of your internet software company business plan:

• Conduct market research, industry reports, and surveys to gather data.
• Provide specific and detailed information whenever possible.
• Illustrate your points with charts and graphs.
• Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

Describe your products & services:

Mention the software company products or services your business will offer. This list may include:

• Custom Software Development
• Commercial Off-the-Shelf (COTS) Software
• Software as a Service (SaaS)
• Software Development Tools
• Software Consulting
• Software Maintenance and Support
• Software Testing and Quality Assurance
• Training and Documentation

Industry focus:

Quality measures, additional services.

In short, this section of your software company plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Unique Selling Proposition (USP):

Define your business’s USPs depending on the market you serve, the equipment you use, and the unique services you provide. Identifying USPs will help you plan your marketing strategies.

Pricing Strategy:

Marketing strategies:, sales strategies:, customer retention:.

Overall, this section of your software company business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your software company, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

Staffing & Training:

Operational process:, software & tools:.

Include the list of software & tools required for a software company, such as cloud services & infrastructure, project management tools, Version Control Systems, collaboration & communication tools, etc.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your software company’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

Founders/CEO:

Key managers:.

Introduce your management and key members of your team, and explain their roles and responsibilities.

Organizational structure:

Compensation plan:, advisors/consultants:.

Mentioning advisors or consultants in your business plans adds credibility to your business idea.

This section should describe the key personnel for your software company services, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:.

Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.

Financing Needs:

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

• Add a table of contents for the appendix section to help readers easily find specific information or sections.
• In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
• Provide data derived from market research, including stats about the industry, user demographics, and industry trends.
• Include any legal documents such as permits, licenses, and contracts.
• Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your software company business plan should only include relevant and important information supporting your plan’s main content.

This sample software company business plan will provide an idea for writing a successful software company plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our software company business plan pdf .

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A Simple Business Plan Guide

Frequently asked questions, why do you need a software company business plan.

A business plan is an essential tool for anyone looking to start or run a successful software company business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your software company.

How to get funding for your software company?

There are several ways to get funding for your software company, but self-funding is one of the most efficient and speedy funding options. Other options for funding are

• Bank loan – You may apply for a loan in government or private banks.
• Small Business Administration (SBA) loan – SBA loans and schemes are available at affordable interest rates, so check the eligibility criteria before applying for it.
• Crowdfunding – The process of supporting a project or business by getting a lot of people to invest in your business, usually online.
• Angel investors – Getting funds from angel investors is one of the most sought startup options.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your software company?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your software company business plan and outline your vision as you have in your mind.

What is the easiest way to write your software company business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any software company business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software .

How do I write a good market analysis in a software company business plan?

Market analysis is one of the key components of your business plan that requires deep research and a thorough understanding of your industry. We can categorize the process of writing a good market analysis section into the following steps:

• Stating the objective of your market analysis—e.g., investor funding.
• Industry study—market size, growth potential, market trends, etc.
• Identifying target market—based on user behavior and demographics.
• Analyzing direct and indirect competitors.
• Calculating market share—understanding TAM, SAM, and SOM.
• Knowing regulations and restrictions
• Organizing data and writing the first draft.

Writing a marketing analysis section can be overwhelming, but using ChatGPT for market research can make things easier.

How detailed should the financial projections be in my software company business plan?

The level of detail of the financial projections of your software company may vary considering various business aspects like direct and indirect competition, pricing, and operational efficiency. However, your financial projections must be comprehensive enough to demonstrate a complete view of your financial performance.

Generally, the statements included in a business plan offer financial projections for at least the first three or five years of business operations.

What key components should a software company business plan include?

The following are the key components your software company business plan must include:

• Executive summary
• Business Overview
• Market Analysis
• Products and services
• Sales and marketing strategies
• Operations plan
• Management team
• Financial plan

Can a good software company business plan help me secure funding?

Indeed. A well-crafted software company will help your investors better understand your business domain, market trends, strategies, business financials, and growth potential—helping them make better financial decisions.

So, if you have a profitable and investable business, a comprehensive business plan can certainly help you secure your business funding.

What's the importance of a marketing strategy in a software company business plan?

Marketing strategy is a key component of your software company business plan. Whether it is about achieving certain business goals or helping your investors understand your plan to maximize their return on investment—an impactful marketing strategy is the way to do it!

Here are a few pointers to help you understand the importance of having an impactful marketing strategy:

• It provides your business an edge over your competitors.
• It helps investors better understand your business and growth potential.
• It helps you develop products with the best profit potential.
• It helps you set accurate pricing for your products or services.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Business Plan for Software Company

Written by Dave Lavinsky

Software Company Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their software companies.

If you’re unfamiliar with creating a software company business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a software company business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Software Company Business Plan?

A business plan provides a snapshot of your software company as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Software Company

If you’re looking to start a software company or grow your existing software company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your software company to improve your chances of success. Your software company business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Software Companies

With regards to funding, the main sources of funding for a software company are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for software companies.

Finish Your Business Plan Today!

How to write a business plan for a software company.

If you want to start a software company or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your software company business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of software company you are running and the status. For example, are you a startup, do you have a software company that you would like to grow, or are you operating a chain of software companies?

Next, provide an overview of each of the subsequent sections of your plan.

• Give a brief overview of the software company industry.
• Discuss the type of software company you are operating.
• Detail your direct competitors. Give an overview of your target customers.
• Provide a snapshot of your marketing strategy. Identify the key members of your team.
• Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of software company you are operating.

For example, you might specialize in one of the following types of software companies:

• Open source: An open source software company is one that produces a code base that is free for any entity that desires to use it. The value of this structure is found in the auxiliary services and customizations that are provided to clients. Examples of highly-profitable open source software companies include Linux and Red Hat.
• Client-specific: As cloud computing continues to grow in popularity, more companies look to specific software programs to drive their businesses further into high-growth positions. Examples of client-specific software companies include Oracle and SAP.
• Programming services: Software companies that provide programming are essential to the tech industry. Examples include Microsoft and ADP, well-known giant software companies.
• System services: Software companies have become highly successful, as they’ve perfected the art of creating systems for personal computers and the growing field of tablets and other personal devices. Examples of software companies that focus on systems include Intuit and Adobe.

In addition to explaining the type of software company business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of software programs created, the number of specialized SaaS services created, or reaching X number of clients served, etc.
• Your legal business Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the software company industry. While this may seem unnecessary, it serves multiple purposes.

First, researching the software company industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your software company business plan:

• How big is the software company industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential target market for your software company business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your software company business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: start-up tech companies, companies in need of CRM software, research and development companies, and cloud-computing corporations.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of software company business you operate. Clearly, start-up tech companies would respond to different marketing promotions than major cloud-computing corporations, for example.

Try to break out your target customers in terms of their demographic and industry profiles. With regard to demographics, include a discussion of the locations, type of services or programming needed and revenue potential of the client companies you seek to serve.

Psychographic profiles explain the wants and needs of your target clients within the companies you will target. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other software company businesses.

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes generic software outlets, private individual providers, and computer servicing companies.You need to mention direct competition, as well.

For each direct competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

• What types of customers do they serve?
• What type of software company are they?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regard to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide options for the customized software?
• Will you offer products or services that your competition doesn’t?
• Will you provide better customer service?
• Will you offer bundled pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a software company business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type of software company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide open source programming, SaaS products, or software to support Microsoft systems?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your plan, you are presenting the products and/or services you offer and their prices.

Place : Place refers to the site of your software company. Document where your company is situated and mention how the site will impact your success. For example, is your software company located in a professional technology park, a standalone building or is it purely online? , Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your software company marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

• Quarterly press releases to industry-wide interest groups
• Engage in social media mining and marketing
• Offer informative blogs; become a speaker in seminars
• Create a strong presence at tech trade shows and conferences
• Give expert opinions on tech social media platforms
• Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your software company, including meeting with clients, planning new software development, training personnel, and running administrative services.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to sign your Xth contract, or when you hope to reach $X in revenue. It could also be when you expect to expand your software company business to a new city.

Management Team

To demonstrate your software company’s potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally, you and/or your team members have direct experience in managing a software company. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a software company or successfully running a small technology development firm.

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Financial plan.

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet, and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you introduce a new software program on a yearly basis, or will you customize software for return clients? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your software company, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit, but run out of money and go bankrupt.

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a software company:

• Cost of computer and software equipment
• Payroll or salaries paid to staff
• Business insurance
• Other start-up expenses (if you’re a new business) like legal expenses, permits, furnishings and office supplies

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include the patents you own on software programs or a list of clients on monthly retainers.

Writing a business plan for your software company is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the software company industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful software company.

Software Company Business Plan FAQs

What is the easiest way to complete my software company business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your software company business plan.

How Do You Start a Software Company Business?

Starting a Software Company business is easy with these 14 steps:

• Choose the Name for Your Software Company Business
• Create Your Software Company Business Plan
• Choose the Legal Structure for Your Software Company Business
• Secure Startup Funding for Your Software Company Business (If Needed)
• Secure a Location for Your Business
• Register Your Software Company Business with the IRS
• Open a Business Bank Account
• Get a Business Credit Card
• Get the Required Business Licenses and Permits
• Get Business Insurance for Your Software Company Business
• Buy or Lease the Right Software Company Business Equipment
• Develop Your Software Company Business Marketing Materials
• Purchase and Setup the Software Needed to Run Your Software Company Business
• Open for Business

Where Can I Download a Free Business Plan Template PDF?

Click here to download the pdf version of our basic business plan template.

Our free business plan template pdf allows you to see the key sections to complete in your plan and the key questions that each must answer. The business plan pdf will definitely get you started in the right direction.

We do offer a premium version of our business plan template. Click here to learn more about it. The premium version includes numerous features allowing you to quickly and easily create a professional business plan. Its most touted feature is its financial projections template which allows you to simply enter your estimated sales and growth rates, and it automatically calculates your complete five-year financial projections including income statements, balance sheets, and cash flow statements. Here’s the link to our Ultimate Business Plan Template.

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Other Helpful Business Plan Articles & Templates

How to Write a Winning Software Company Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for software businesses who want to improve their strategy and raise funding.

A well-crafted business plan not only outlines the vision for your company but also documents a step-by-step roadmap of how you will accomplish it. To create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every software business owner should include in their business plan.

Download the Ultimate Business Plan Template

What is a Software Business Plan?

A software business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Software Business Plan?

A software business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Software Business Plan

The following are the key components of a successful software business plan:

Executive Summary

The executive summary of a software business plan is a one- to two-page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your software company
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your software business, you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your software firm, mention this.

You will also include information about your chosen software business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a software business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the software industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, a software business’s customers may include small, medium, and enterprise businesses. Each of these customer segments will have different needs and wants.

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or software services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your software business may have:

• Superior customer service
• Strong brand recognition
• Proven track record of success
• Robust product feature set
• Well-funded and experienced management team
• Innovative technology
• Scalable business model
• Strategic partnerships or alliances
• Favorable locations
• Access to important resources, like talent or capital

Keep in mind that your competitive advantages will change over time as your business grows and as new competitors enter the market. It is important to regularly review and update.

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service : Detail your product/service offerings here. Document their features and benefits.
• Price : Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
• Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, or launch a direct mail campaign. Or you may promote your software business via a mix of these channels.

Operations Plan

This part of your software business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, your Operations Plan will outline the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a software business include reaching $X in sales. Other examples include acquiring X number of customers or launching a new product line.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific software industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue : how much revenue you generate.
• Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss.

Sample Income Statement for a Startup Software Business

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Software Business

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include cash flow from:

• Investments

Below is a sample of a projected cash flow statement for a startup software company.

Sample Cash Flow Statement for a Startup Software Business

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Write a Winning Business Plan for Your Software Company

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your software company. It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

A business plan is a critical document for any new software company. If you are seeking funding, your business plan will be a key component of your pitch to investors .   

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