As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff.
Planium Pro Lite for Individuals
Plan strategies tailored to your business – no need to pay for outside assistance. Work from anywhere and create a business plan to optimise growth.
Why Choose Planium Pro
User-friendly Functions and Interface
Use our educational resources and sample plans to help you get started.
Compare your plan with industry benchmarks to gauge the validity of your data and financial projections.
Easily transfer data from your existing accounting software into your business plan.
Add external users to any project, giving them full access or access only to a specific section. They can work online and offline.
Use the communication channel to chat with your work team either online or using offline notes.
Premium User Support
Contact Planium Pro Accredited Advisors for advanced questions or assistance.
Contact our live support team for any reason, day or night, 24/7.
Lean on the Planium Pro Knowledge Base for troubleshooting resources, help navigating the software, and background information about the analysis tools
Complete Flexibility and Ease Of Use
Access Planium Pro anywhere, anytime. All you need is an internet connection and a common web browser. No extra downloads or installations - the perfect work-anywhere solution for strategic business planning.
Comprehensive and Attractive Reporting
Work efficiently using an engaging, easy-to-use dashboard.
Generate colourful, informative charts, diagrams and tables – ideal for presentations and conferences.
Automate the table of contents, appendices, diagrams and graphics.
Generate reports in clean and readable layouts – with optional three-fold brochure capabilities.
Export flexible and fully editable reports to .docx and .pdf using a variety of templates and themes.
Easily create effective, memorable and informative presentations.
Planium Pro is a strategic business planning solution that maximises your impact. With Planium Pro, you can create a business plan as easily as playing a few rounds on the green.
Writing a business plan is seamless with Planium Pro. Use the software to capture all your business information in one place – including your mission, vision, values and opportunities. Map out your organisational structure and your team’s experience. Revisit this section throughout the planning process to revise and update as your ideas develop.
Use Planium Pro’s tools and marketing frameworks to define and analyse your industry and market. Understand your operating environment and market opportunities. Identify your customers, create marketing strategies tailored to their needs, and identify sales targets for each market segment. You analysis will be accessible anytime, anywhere.
Planium Pro can help you create a five-year financial forecast, compare actuals to estimates, and apply case sensitivity analysis directly to the data. Planium Pro’s finance module produces comprehensive financial outputs to help any business to easily identify and plan for best-case and worst-case scenarios. Use forecasting tools to understand the impact of all your proposed strategies. Data can be imported from MYOB or similar accounting software, or entered directly into Planium Pro.
Use Planium Pro to clearly outline your business’s routine processes, review existing resources, consider resource reallocation and create new opportunities. Collate all the information required to make strategic business decisions.
With just a few clicks, customise your business plan and generate a report. Whether you’re tailoring colour and design or content, you choose exactly what you need. Easily export a full business plan, or produce a pitch presentation that will wow your investors.
Quick to Create, Comprehensive to Read
With extensive financial modelling and detailed marketing frameworks, all our reports are investor-ready. Planium Pro provides a best-practice business plan structure to maximise your impact.
Be guided every step of the way by helpful prompts and easy-to-use data entry screens.
Our library of example business plans will help you develop the right plan for your industry.
Planium Pro Customers
Creating a strategic plan is a key component of planning for business growth. Let Planium Pro help you to think strategically and plan for success. Learn how from some customers.
We offer a global directory of accountants, CPAs, financial planners, business advisors and consultants who help small and medium-sized businesses make smarter business decisions using Planium Pro. Become a Planium Pro Accredited Advisor today to help more businesses achieve success.