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What is PlanMagic Business?

PlanMagic Business provides a comprehensive solution to assist you in crafting your business plan and financial forecasts. The Advanced Edition (AE) includes two investor presentations, a dynamic executive dashboard, cutting-edge analyses and scenarios, along with an engaging guide for web marketing. Additionally, users will benefit from a Microsoft Word template tailored for business plans, a fully automated financial projection tool in MS Excel designed to simulate real-world scenarios, and a PowerPoint presentation template that aids in business planning. The AE version also features a meticulously designed award-winning investor pitch deck. Furthermore, there's an online resource that thoroughly addresses all aspects of business planning and several handy business tools. Noteworthy extra features include user-friendly interfaces with clear explanations, a print wizard that generates pre-formatted financial documents in various standard paper sizes, and financial calculations that accommodate US sales tax, VAT, GST, or similar. The system also supports multiple currencies for broader usability. The combination of these resources makes it an invaluable asset for entrepreneurs looking to solidify their business strategies.

What is Business Plan Pro?

The innovative Sample Plan Browser enables you to easily find the plan that best fits your needs. Once you've identified the ideal plan, you can easily rephrase it using clear, step-by-step instructions, allowing for straightforward customization. You also have the flexibility to adjust any actual sample plans that are available. Every plan works seamlessly with Business Plan Pro, giving you an advantage as you can input your specific numbers and let the software manage the required calculations. This provides immediate access to essential business planning computations and explanations for every financial term presented. Business Plan Pro distinguishes itself by offering strong, integrated assistance for financial and spreadsheet functionalities. To further enhance your business planning abilities, consider completing Tim Berry's video course included with Business Plan Pro, originally tailored for the Small Business Administration (SBA). This course breaks the planning process down into manageable sections, making it easier to understand the key concepts involved. With these valuable resources at your fingertips, you can craft a thorough plan that aligns with your business's distinct objectives while gaining a deeper understanding of the planning landscape. Ultimately, you'll be better prepared to navigate the complexities of business planning and set your venture on a path to success.

Media

Media

Integrations Supported

Microsoft 365

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Has API

Pricing Information

$138/one-year/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanMagic Corporation

Date Founded

1995

Company Location

United States

Company Website

planmagic.com/business-plan/business-plan.html

Company Facts

Organization Name

Palo Alto Software

Date Founded

1988

Company Location

United States

Company Website

www.paloalto.com/business-plan-software/expert-guidance

Categories and Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Categories and Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

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