Planium Pro Lite

If you are a startup entrepreneur or small business owner looking for a way to put your ideas on paper, Planium Pro Lite is exactly what you need. With a marketing plan, an operations plan and a financial plan that captures crucial business information, you’ll have investors amazed!




1 project

Full access to simplified financial reports, charts and forecasting modules

Basic access to marketing, operations and dashboard modules

Limited Time Only!




12 projects

Full access to simplified financial reports, charts and forecasting modules

Basic access to 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?

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Simple and Ready-made Templates

Writing a business plan from scratch can be tedious. Let Planium Pro Lite make the process easy with its ready-to-use, pre-written templates that can help you craft a professional business plan quickly and easily. Spend less time writing and more time developing!

High-level Emphasis and Comprehensive Financial Plan

Planium Pro Lite’s finance module helps you easily identify and analyse key financial elements. Use Planium Pro Lite to make financial planning a breeze. Generate a comprehensive financial report effortlessly and easily adjust your financial forecast to consider different scenarios.
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Industry Benchmarks

Use Planium Pro Lite to gauge how well your business is doing and determine the ideal growth rate for projections. Planium Pro Lite’s benchmark module provides reliable sources of financial data based on the real-world experience of companies in many industries. Test your key metrics against their finances.

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

What are my membership options?

An annual subscription to Planium Pro Lite gives you full access to the software and 12 projects per year. Alternatively, if you prefer to pay only when you have lined up a client, you can purchase a one-off Project. The Project tier enables you to have access to the business planning software for 8 weeks.

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

If you subscribe and then find that Planium Pro Lite 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.

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.

How do I pay for the software?

Our payments are processed through Stripe. We accept Visa, Mastercard, American Express and PayPal. All our memberships are protected with our 60-Day Money-Back Guarantee regardless of membership level or payment choice.

Can I change or cancel my plan after signing up?

Yes, we have no long-term contracts of any kind. 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.

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