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!

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 a matter of minutes, you can easily forecast a business’ financials with Planium Pro. Our complex algorithms work to create month-by-month statements allowing you to compare actual vs estimates. Graphs depicting sales margins, breakevens and profitability help to highlight how a business stands financially.

Best-practice business plans

Planium Pro has been developed based on research which identified the best-practice marketing and operations models for strategic planning. Basing the software on theoretical foundations guarantees a level of complexity that meets all client needs - ensuring that every business plan hits the mark.

Professional support at every turn

All our customers have access to free technical support, video tutorials, industry-specific case studies, and access to further academic training through Sentinel 9. If you’re a small business owner looking to use Planium Pro, a panel of professional advisors ranging from accountants to business advisors are available to help you.

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
Based in theoretical foundations, all our marketing and operations models are industry standard.

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

Visual Dashboards
Business’ financial and sales data transformed into dashboards to help with goals and tracking.

Access Anywhere, Anytime
Work on client business plans from anywhere in the world with an internet connection.

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

Panel of Professional Advisors
All ready to support business owners to write a plan. Get on this panel to expand your client-base.

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

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

Export in Multiple Formats
All business plans can be exported in Word, PDF, Excel, or HTML. Choose what suits you best.

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 Advisors are here to help with all your accounting, planning, and management needs. Our directory houses 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 between rom 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 the business planning software and reporting tools. With the trial, you will gain access to basic report generation using your business information and financials, 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. The Project tier enables you to have 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 have upgraded to the Advanced tier or purchased a Project and 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 to assist with any enquiries you may have.

Are you ready to join the Planium Pro community?

Risk free with our 60-Day Money Back Guarantee