Support your clients with the most comprehensive business plan software available

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Change or cancel at any time.

Professional & Advanced Users


Free Trial





1 project

Access to annual
financial reports and charts 
(no monthly reporting)

Basic access to marketing and operations modules




1 project

Full access to all financial reports, charts and forecasting modules

Full access to all marketing, operations and dashboard modules

Limited Time Only!




3 projects

Full access to all financial reports, charts and forecasting modules

Full access to all marketing, operations and dashboard modules

Limited Time Only!




12 projects

Full access to all financial reports, charts and forecasting modules

Full access to all marketing, operations and dashboard modules

Limited Time Only!



Business Information

Unique Selling Proposition

PESTEL Analysis

Five Forces

Competitor Analysis

Risk Analysis

SWOT Analysis

Segment Analysis

Routine Processes

Gap Analysis

Critical Capacity

Simple Finance

Advanced Finance


Report Generator

Pitch Presentation

Export to PDF or Word files

Sample Business Plans

Educational Resources

Live Chat Support




small business & Entrepreneurs



Experience Planium Pro risk-free for 60 days. If you're not satisfied, receive 100% of your money back.

What makes Planium Pro different?

Visualise Business KPIs

In just a few minutes, you can easily forecast a business’s financials with Planium Pro. Our complex algorithms work to create month-by-month statements allowing you to compare actuals against estimates. Graphs that depict sales margins, break-evens and profitability help to highlight where a business stands financially.

Best-practice Business plans

A well-structured and solid business plan is defined and ready to be used. From business plans to apply for a loan within banks to business plans to raise capital from venture capital firms or angel investors – Planium Pro has got you covered. Automatically generate all the necessary financial reports that fulfil the requirements of the most of financial institutions - investor grade and bank complaint.

Professional Support at Every Turn

All Planium Pro customers can access free technical support, video tutorials, industry-specific case studies and further academic training through Sentinel 9. For small business owners looking to use Planium Pro, our panel of Accredited Advisors is available to help.

What's included?

Automatic Financials
Financial tables and charts automatically calculated. No more stressful Excel formulas.

Step-by-Step Guidance
Intuitive processes and help functions guide you through each section.

Best-Practice Marketing Frameworks
Industry standard marketing and operations models, based in recognised theory.

Consolidate Processes and Procedures
Identify internal and external opportunities easily with our unique gap analysis tool.

Visual Dashboards
See your financial and sales data transformed into dashboards to help with goals and tracking.

Access Anywhere, Anytime
Work on business plans from anywhere in the world using a standard internet connection and common web browser.

Academic Training
Access free academic training through education provider, Sentinel 9.

Panel of Professional Advisors
Planium Pro Accredited Advisors can support business owners to write a business plan. If you’re a business advisor or consultant, join this panel to expand your client base.

Expert Toll-Free Support
Free technical support, video tutorials and industry-specific case studies. We’re available to help any time by phone, email or live chat.

Custom Themes
Whether it’s colour or content, all our strategic business plans can be customised to your needs.

Export in Multiple Formats
All business plans can be exported in Word, PDF, Excel or HTML.

Secure and Confidential
Your business data is always safe and secure. Guaranteed.


Planium Pro is so helpful because of how much detail is in every section. In marketing alone, there are various analyses we can choose from and it really helps to tailor the content for our clients. Every business plan we have created has been great!

Tori Wong, Financial Planner

With Planium Pro we are able to create reports that help our clients to understand their business' current and future position. We have tried other business planning software but they don't have sufficient complexity that our mature clients require.

Geoffrey Watts, Business Advisor

Planium Pro is a great help as it provides a user-friendly, step-by-step guide and you end up with visually appealing graphs that allow you to see your current finances or forecasts at a glance. Highly recommend for small business owners!

Luke Tatenda, Founder of Hops Brewing Co.

How We Support You

Call us, send us an email or start a live chat.
Our office is open from 8:00am to 5:00pm Australian Eastern Standard Time, Monday to Friday.

We are Here to Get You Started

Planium Pro Accredited Advisors can help with all your accounting, planning and management needs. Our directory of Accredited Advisors includes accountants, CPAs, financial planners, business advisors and consultants who help small to medium-sized businesses make smarter business decisions.

To get connected with one of our advisors, speak to us via phone, live chat or email from 8:00am to 5:00pm Australian Eastern Standard Time, Monday to Friday.

Frequently Asked Questions

How does the free trial work?

The 14-day free trial is a great way to test out Planium Pro’s business planning software and reporting tools. During the trial, you’ll have access to basic report generation using your business information and financials, including the annual financial report and charts (no monthly forecasting), and core marketing and operation features. You will only be able to work on one project with this trial. No credit card details are taken until you upgrade.

What are my membership options?

For our Advanced tier, which includes full access to the software and 12 projects per year, you can pay through a monthly annual subscription or up-front. Alternatively, if you prefer to pay only when you have lined up a client, you can purchase a one-off Project giving you full access to the business planning software for 8 weeks.

Can I pay up-front for a full year?

Yes, 10% discount is available if you pay up-front.

How do I pay for the software?

Our payments are processed through Stripe. We accept Visa, Mastercard, American Express, and PayPal. For the Professional tier, this can be paid up-front or through a monthly subscription. All our memberships are protected with our 60-Day Money-Back Guarantee regardless of membership level or payment choice.

How does the 60-Day Money-Back Guarantee work?

If you subscribe and then find that Planium Pro isn’t working for you for whatever reason, just contact our support team via email, phone or live chat within the first 60 days and we'll gladly refund your money.

Can I change or cancel my plan after signing up?

Yes, we have no long-term contracts of any kind. Our Advanced subscription is charged on a month-to-month basis, unless otherwise agreed. If you cancel your membership, you will have access to the software until the date of your next monthly payment. To cancel your account, please email, call or live chat with our support team.

How is my data and information stored, and is it safe?

Our software runs on a dedicated network that is locked down with firewalls. Confidentiality of your plan is maintained at all times. All credit card transactions are processed using bank-level, PCI-compliant SSL encryption. For more information, please read our privacy policy.

But I have more questions...?

Please see our full frequently asked questions page or contact us through email, phone or live chat and we'll happily assist with any enquiries.

Are you ready to join the Planium Pro community?

Risk free with our 60-Day Money Back Guarantee