Bizplan
Build your plan, grow your business.
Best For: Entrepreneurs, startups, and small businesses across the globe.
How We Analyzed Bizplan
This review is based on hands‑on use of Bizplan while creating a complete business plan from scratch. We worked through its guided builder, financial tools, and collaboration features to see how well they handle real planning needs. We also reviewed user feedback from G2, Capterra, and Trustpilot to get a balanced view of its strengths and weaknesses.
Top Features
- 3.5 Budgeting & Forecasting
- 3.8 Financial Reporting
- 0.0 AI Assistance
- 4.0 Collaboration Tools
- 3.8 Support
Other Users Choose
- 4.8 Budgeting & Forecasting
- 4.6 Financial Reporting
- 4.7 AI Assistance
- 4.8 Collaboration Tools
- 4.7 Support
Overview
Bizplan is a business planning tool by Startups.com that we tested while building a sample plan from scratch.
It’s clearly made for beginners: The interface is clean, the step-by-step builder is easy to follow, and the drag-and-drop format takes away some of the friction.
You get access to Fundable, their fundraising platform, plus a library of courses and resources if you’re part of their Startups Unlimited bundle. That part adds value if you’re brand new to starting a business.
When we used it, the first impression was good. It helped us structure the plan quickly without having to guess what came next. The prompts in each section were helpful, and it did make writing less overwhelming.
But the forecasting tool only works if your model fits their template; there’s no way to tweak revenue logic, compare scenarios, or build something custom.
We couldn’t run a what-if analysis, and the final output felt too generic to send to an investor. There’s also no AI assistance, which would’ve been helpful when editing or rewriting sections.
Collaboration was another weak point. You can share the plan and leave comments, but there’s no real-time editing or version tracking. That made it harder to work as a team or review changes easily.
Top-Rated Bizplan Alternatives
Pros
- Bizplan offers a simple, step-by-step builder that walks users through each section of a business plan.
- The drag-and-drop interface makes it easy to organize content without getting stuck in formatting.
- Section prompts help clarify what to include, making the process easier for beginners.
- Access to Fundable and other Startups.com tools adds extra value for users exploring funding and mentorship.
- The built-in educational resources cover everything from planning basics to startup strategy.
Mathew C.
This software is excellent for both beginners and experienced individuals in business. As someone who advises firms on their structure and format, the design and outputs are user-friendly and easy to assemble. This allowed me to communicate effectively with my clients and give them the knowledge they needed to better understand their business.
Cons
- Bizplan lacks support for what-if analysis or flexible financial modeling beyond preset templates.
- There’s no AI writing assistance, making it harder to draft or refine content quickly.
- Collaboration is limited to commenting as there’s no real-time editing or version control.
- Export options are basic and don’t allow for much customization or formatting changes.
- Some parts of the platform feel outdated compared to newer business planning tools.
Tony M.
Very average. It walks you through the steps and provides some hints, and the document is nice to look at – if you can work within its many limitations. This is mom&pop stuff. I don’t know who is investing the kind of $ they claim in the quality of the plans this generates.
Bizplan Rating
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In-Depth Bizplan Feature Analysis
1. Business planning tools
| Features |  |
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|---|---|---|
| Sample business plans | ||
| Step-by-step instructions | ||
| AI Assistance | ||
| Progress tracker | ||
| Strategic planning | ||
| Visual strategy tools (Canvas/Board) | ||
| Performance dashboard | ||
| Try Upmetrics |
We used Bizplan to build a full plan for a new subscription-based product. The platform made it easy to get started: Each section had short prompts, and the drag-and-drop editor helped us move things around without breaking the structure.
For a first draft, it definitely lowered the friction. You don’t need to know anything about business planning to get going.
But once we tried to shape the plan around real decisions like pricing models, go-to-market strategy, and partnerships, we hit limitations. You can’t remove or rename core sections. There’s no flexibility in the flow.
And there’s no strategic layer at all without any business model canvas, lean canvas, or visual tools to map ideas before locking them into paragraphs.
It feels like Bizplan assumes you’ve already figured everything out and just need to write it down. That might work for some founders. But if you’re still refining your direction or need a planning tool that helps you think, not just type, this isn’t built for that.
2. Financial forecasting and reporting
| Features | |
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|---|---|---|
| Financial forecast calculator | ||
| Full financial forecast | ||
| What-if scenario planning | ||
| Currency formatting | ||
| Extended financial forecasting (10 yrs) | ||
| Custom revenue/expense logic | ||
| Multiple forecast versions | ||
| Revenue & cost templates | ||
| Try Upmetrics |
We tested Bizplan’s financial forecasting tools by modeling a simple SaaS business with recurring revenue and fixed overhead.
The setup process is beginner-friendly. You enter salaries, expenses, and a few revenue assumptions, and it auto-generates your P&L, balance sheet, and cash flow. If your business fits their default templates, you’ll get decent-looking projections in less than an hour.
But that’s the ceiling. The templates are rigid. You can’t customize formulas, adjust logic for specific business models, or simulate changes like churn rates or pricing shifts.
There’s no support for multiple forecast versions or what-if planning, which meant we had to rebuild sections manually every time we wanted to test a new scenario.
For basic planning or academic use, it’s fine. But for any founder actually preparing for a pitch, budgeting for growth, or comparing funding outcomes, it just doesn’t go deep enough.
The lack of flexibility makes it feel more like a static calculator than a real forecasting tool.
3. Collaboration and Workflow
| Features | |
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|---|---|---|
| Team collaboration | ||
| Real-time co-editing | ||
| Workplace versioning | ||
| Client access and permissions | (basic) | (advanced) |
| Edit tracking & audit history | ||
| Transfer between workspaces | ||
| Try Upmetrics |
We tested Bizplan with a small team: One person drafting, another reviewing, and a third making edits. It handles basic handoffs fine. You can leave comments, tag someone for feedback, and limit access to certain people.
For a founder working solo and occasionally sharing the plan with an advisor, that’s enough.
But the moment more than one person wants to be “in” the plan at the same time, it breaks down. There’s no live editing, no real-time syncing, and no way to tell who’s working where. You’re constantly worried if someone’s about to overwrite your changes.
There’s also no version control without any history, rollback, or change tracking.
We’ve used tools where collaboration feels like teamwork. This isn’t one of them. Bizplan treats collaboration as a side feature, not a core part of the workflow. It’ll do the job if you’re working in slow cycles, but if you’re iterating quickly or managing clients, it slows you down.
4. Pitch and Export
| Features | |
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|---|---|---|
| Pitch deck builder | ||
| Pitch page export | (PDF only) | |
| Export to DOCX | ||
| Export to PPT | ||
| Custom branding | (brand color) | |
| Plan format variations | ||
| Try Upmetrics |
We tested Bizplan’s pitch and export options by creating a full plan and preparing it for a test investor review. Bizplan provides a “pitch page” that can be exported as a PDF. The output looks clean and professional, and the option to set a brand color adds a touch of personalization. For quick sharing with an advisor or internal stakeholder, it does the job.
That’s where the positives stop. Bizplan does not include a true pitch deck builder. There’s no way to create a set of investor slides or export your content into a presentation format like PowerPoint.
The pitch page layout is fixed, so you can’t change font styles, section layouts, or overall structure to fit different audiences. If you want to show only a subset of your plan for a specific meeting, you’ll need to manually edit a PDF outside of Bizplan.
Export flexibility is also limited. You can’t export to Word (DOCX) for editing or to PowerPoint for presenting. For founders who plan to use their business plan content in multiple formats such as an investor slide deck, a shorter executive summary, or a custom proposal, Bizplan’s current system creates extra work. You’d have to rebuild those documents from scratch in another tool.
Bizplan Pricing
Monthly
$29/mo
Choose Monthly
Annual
$20.75
Per Month
Lifetime Access
$349
Lifetime Subscription
Bizplan’s pricing is simple but a bit puzzling once you dig in. All plans—monthly, annual, and lifetime offer the exact same features: Unlimited business plans, full collaboration access, and entry to Startups.com resources. The only difference is how you pay.
The monthly plan at $29 is best if you just need it for a short-term project. The annual plan saves you a bit if you commit for a year.
But the $349 lifetime plan only makes sense if you plan to use Bizplan for more than 15 months; otherwise, you’re overpaying upfront for the same access.
Since there’s no feature difference, the lifetime option feels less like an upgrade and more like a convenience for those who prefer a one-and-done payment. It’s not bad, just not strategic unless you’re in it for the long haul.
Price Comparison
Bizplan’s pricing starts at $29/month, or $249/year if you pay annually. There’s also a $349 lifetime plan with no recurring fees.
The catch is that all three plans offer the exact same features. You get everything upfront: The builder, financial tools, collaboration, and access to Fundable and Startups.com courses.
Compared to other tools, this flat pricing is straightforward but also inflexible. There’s no scaled pricing for solo users or growing teams, and no AI tools or advanced forecasting included at any level.
Upmetrics, by contrast, offers more pricing flexibility across multiple tiers, starting at just $7/month. It includes AI writing, customizable forecasting, export options, and real-time team collaboration even in lower-tier plans.
If you want more control without overspending, Upmetrics gives you more options to grow.
Monthly
$29/per month
Annual
$20.75/per month
Premium
No
Money-back guarantee
3 days
Starter
$9/per month
Annual
$7/per month
Premium
$14/per month (annual billing)
Money-back guarantee
15 days
Bizplan Falls Short on Features You Actually Need
Upmetrics Gives You Full Financial Forecasting Starting at $7/mo
Alternatives to Bizplan
Bizplan covers the basics well, especially if you’re writing your first business plan and working solo. The guided builder is clean, the prompts are helpful, and the structure makes sense for traditional plans.
But as soon as your needs grow beyond a simple draft, the limitations show up fast. There’s no real-time collaboration, no version tracking, and no way to build multiple forecast scenarios.
Export options are locked to PDF, and there’s no AI support or visual strategy tools like a business model canvas.
It’s fine if you’re checking a box or building one plan start to finish. But for founders who need flexibility, deeper forecasting, or smarter writing help, it feels stuck in an older workflow. If you’ve outgrown static templates and want a tool that adapts with you, it’s worth exploring better Bizplan alternatives.
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Upmetrics |
 VentureKit |
 Ideabuddy |
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|---|---|---|---|
| Pricing | Starts at $7/month | Starts at $19/month | Starts at $8/month |
| Best for | Startups & Consultants | Solo Founders & Teams | First-time Entrepreneurs |
| Collaboration | Real-time editing, roles | Basic sharing | Basic sharing |
| Financial forecasting | Forecasting, scenarios, integrations | Basic projections | Budget planner |
| AI business planning | AI writer, pitch builder | Basic outline assistant | Idea prompts only |
| Pitching tools | Full pitch builder + export | Pre-filled pitch themes | Included |
| Export options | PDF, DOCX, Excel | PDF only | PDF, Word, Excel |
| Sample templates | 400+ ready plans | Industry-specific templates | Guided plan wizard |
| Ease of use | 4.8/5 | 3.8/5 | 4.8/5 |
| Support | Email+knowledge base | Email, chat, and phone only | Email (no other publicly listed info available) |
| Try it now | Learn more | Learn more |
Upmetrics
Upmetrics is a comprehensive business planning tool that does everything Bizplan tries to do—and more.
Bizplan is fine if the goal is to fill in a template and download a basic PDF. It works for solo users who don’t need flexibility, collaboration, or detailed financial planning. But once the plan needs to evolve, involve multiple people, or support real decisions, it quickly becomes restrictive.
Upmetrics offers the structure new founders need, but adds the flexibility growing businesses expect.
It supports real-time collaboration, detailed forecasting with scenario planning, and multiple export formats—Word, PowerPoint, Excel, and more. Content writing isn’t manual either—AI assistance helps refine and speed up the process.
The difference becomes obvious the moment you need to make updates, pitch a version tailored to investors, or work as a team. Bizplan helps you start. Upmetrics helps you move forward.
Key features of Upmetrics include:
- Real-time collaboration and role-based access control
- AI-powered writing assistance for business plan content
- Financial forecasting with interactive dashboards
- “What-if” scenario modeling for flexible planning
- Pitch deck builder and presentation export tools
- Excel export support for financials
- QuickBooks and Xero integrations
- Multi-plan and client management dashboard
Still using Bizplan’s one-size-fits-all setup?
Upmetrics adapts to your business, your team, and your workflow
Plans starting from $7/month
Conclusion
Looking at the current scenario, more and more entrepreneurs are turning to online business planning solutions to ease the process. And tools like Upmetrics and Bizplan are the front-runners in serving them.
So they can spend less time planning and more time growing their business. It also helps them better understand their business, target market, and financial goals to make informed decisions.
We hope now you know Bizplan and its features inside-out to make an informed decision. That’s it for today. Happy business planning.
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Frequently Asked Questions
What is Bizplan used for?
Bizplan is a comprehensive business plan software helping startups, entrepreneurs, and small business owners create business plans. Furthermore, it also provides financial tools for automatic financial projections.
What are some good alternatives to Bizplan?
Some Bizplan Alternatives include:
- Upmetrics
- BizPlanBuilder
- The Business Plan Shop
- MAUS Hub
- Planful
- Brixx
Is Bizplan good business plan software?
Bizplan is a good business planning tool with features like a guided business plan creator, financial tools, a fundraising platform, educational resources, and more. But, it does have its limitations. For instance, the tool lacks industry-specific guidance and business plan templates, a significant drawback for niche business owners.
How much does Bizplan charge?
Bizplan has three plans as a part of its subscription model: Monthly, Annual, and Lifetime. Monthly and annual plans cost $29 and $20.75 per month, respectively, whereas lifetime plans cost $349.
Is Bizplan worth the money?
While Bizplan does offer a range of useful business planning features, you can get better business plan software with similar or advanced functionalities at much more affordable rates. You may consider going for Upmetrics, which includes all the necessary business planning features that Bizplan may not. Bizplan’s starter plan starts at $7, whereas the premium costs $14 per month.
Bizplan misses many important features, such as AI assistance, strategic planning, and a one-page business plan builder. Upmetrics doesn’t come with these limitations and offers all of these features.
