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If you have been using Microsoft Excel to manage your finances to date you can easily import the data and link it to your business plan forecasts, saving you time and effort.
Want to see how debtors effect your cashflow? The software includes a number of cashflow charts that visually depict your cash position so you can keep on top of your finances.
The typical business plan contains forecasts broken down by months for Year 1 and aggregated annually after that. Business Plan Pro Premier enables you to create detailed forecasts for 2 years before aggregation.
Want to understand your businesses value? Use our investment analysis tables to help you come up with some sensible valuations.
Once the actual figures start coming in, you can easily add these figures to the relevant worksheets for immediate Plan v Actual comparisons giving you an easy way to assess which areas of your plan are not being met.
Do you want to create a custom business plan which can be shared with partners, franchises etc? Edit a business plan creating your own unique template and then share it easily.
Use your business plan to manage your business on an ongoing basis.
| Step-by-Step Help and Expert Guidance | Standard | Premier |
| 500+ complete sample business plans |  |
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| EasyPlan Wizard® | |
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| Wizard-driven financials | |
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| Row-by-row spreadsheet help | |
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| Business-planning book included | |
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| Strategy development | |
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| Exit strategy | |
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| Detailed instructions and examples | |
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| New Plan Setup Wizard | |
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| Industry and Market Research Tools | Standard | Premier |
| Industry ratios analysis | |
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| Built-in industry research data | |
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| Market Analysis Wizard | |
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| Integrated resources | |
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| Print and Publish Your Plan | Standard | Premier |
| Create plan templates | |
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| Customize your plan | |
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| Export to Word, Excel, PowerPoint, or PDF | |
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| Includes great-looking PowerPoint templates | |
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| Publish online – 100% secure | |
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| Custom reports and documents | |
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| Get Funding | Standard | Premier |
| Venture capital database | |
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| Business valuation | |
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| Investment offering table | |
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| Forecast Expenses, Sales, and Growth | Standard | Premier |
| Graphic Forecaster | |
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| Long-term financial forecasting | |
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| All the spreadsheets you need | |
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| Automatic charts | |
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| Import from QuickBooks | |
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| Import from Peachtree Complete Accounting | |
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| Plan review | |
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| Download free add-ins | |
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| Plan settings for non-profits | |
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| Import from Excel | |
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| Quarterly and 24-month financial data | |
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| Visual cash planning with Cash Pilot | |
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| Plan vs. Actual Financial Analysis | Standard | Premier |
| Integrated management dashboard | |
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| Profit and loss: plan vs. actual | |
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| Sales forecast: plan vs. actual | |
