Planium Pro for Professional Users

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




Interface

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.
  • Experience state-of-the art design visuals.

Interface




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.




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.

Intuitive process

Be guided every step of the way by helpful prompts and easy-to-use data entry screens.

Helpful examples

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.

"Planium Pro provides a comprehensive perspective to the planning process. We have gotten a great return on investment with this software."

"It's easy to use and comprehensive - a great tool for business owners!"

"The detail and complexity in every section is unlike any other. Our clients have been happy with their plans every time. We highly recommend Planium Pro!"



Planium Pro Accredited Advisors


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.




Try Planium Pro now


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