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Top 6 Business Plan Software Companies (November 2026)

As of November 2026, Latka tracks 6 business plan software companies. They have combined revenues of $22.8M and employ 107 people. They have raised $65.3M and serve 100K customers combined.

Every company below sells business plan software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

What Business Plan Software Companies do

Business Plan Software is a category of tools designed to assist entrepreneurs and organizations in crafting, implementing, and managing business plans. These applications typically feature templates and frameworks that guide users through the essential components of a business plan, including market analysis, financial projections, and operational strategies. They often provide collaborative functions that allow multiple users to contribute to the planning process, making them suitable for startups, small businesses, and established firms looking to refine their strategic direction.

Companies
6
Revenue
$22.8M
Funding
$65.3M
Employees
107

Filters

Sorting: Highest -> Lowest

Filters

Top Business Plan Software Companies by revenue

Showing 6 of 6 companies ranked by annual revenue.

1Paloalto logo
Paloalto

Eugene, Oregon, United States

Software & resources for small businesses.

Revenue
$15.6M
Customers
100K
Year founded
1987
Funding
$65M
Team size
79
2Xpovi logo
Xpovi

Cairo, Egypt

Xpovi is an Egyptian financial modelling and business planning software platform that automates a process traditionally handled by investment analysts through in-person consulting engagements. The company replaces a manual, costly workflow with a 30-question onboarding questionnaire that instantly generates a tailored business plan delivered as an Excel file, targeting early-stage startups and entrepreneurs in Egypt. Founded by three co-founders, Xpovi launched approximately one month before the April 2022 interview and had completed 20 one-time purchases at $249 each, generating roughly $5,000 in revenue. The company raised a $300,000 pre-seed round from angel investors, primarily friends, at a $3 million valuation cap. With a team of eight, Xpovi is targeting 400 to 500 customers by year-end 2022 and plans to transition from its current one-time purchase model to a subscription-based platform. The company is focused on the Egyptian enterprise market, which Mostafa Hisham cited as comprising approximately 3.9 million enterprises and growing by roughly 60,000 per year.

Revenue
$5M
Customers
20
Year founded
2022
Funding
$300K
Team size
8
3Codesket Pvt Ltd. logo
Codesket Pvt Ltd.

New York, New York, United States

Bizplanr is an AI-driven business plan generator designed for startups and small businesses. It creates professional plans in minutes, including market analysis, financial projections, and more. Share your ideas, and it will craft a ready-to-use business plan.

Revenue
$1.2M
Team size
11
4ODEh Peopleware logo
ODEh Peopleware

Piracicaba, São Paulo, Brazil

Representamos a americana Workday Adaptive Planning no Brasil desde 2008, empresa focada e especializada em Business Planning (Budgeting, Forecasting e Reporting) em ambiente SaaS (Software as a Service) 100% em nuvem. Somos líderes em implementação de Soluções para Business Planning na América Latina, com mais de 190 projetos. Tivemos o privilégio de trazer para o Brasil empresas como Hyperion Software, Adaytum Planning, Frango, Apparo e Adaptive Planning, que se tornaram líderes em seus segmentos.

Revenue
$550K
Year founded
1996
Team size
5
5Vizologi logo
Vizologi

Alicante, Alicante, Spain

Vizologi is a generative AI business strategy tool to manage innovation portfolios. A startup that creates a positive global impact, helping individuals, companies and organizations through vision, strategy, and creativity to create new businesses, startups, and ideas not written yet. In the challenge of reinventing business models and within the areas of Design Thinking, Lean Startup and Business Model Canvas, we develop products and services to offer unique, original and innovative solutions for your business. Join the challenge! https://vizologi.com/ #AI #GPT-3 #GPT-4 #ChatGPT #Artificial Intelligence #consulting #innovation #lean start-up #agile #digital transformation # technology #data science #strategy #business #startup # disruption # strategic consulting # digital transformation # training # digitization #entrepreneurship #design # methodology #workshop #master class

Revenue
$220K
Year founded
2019
Team size
2
6Optinet Software logo
Optinet Software

Sweden

Optinet Software utvecklar anpassade affärssystem och applikationer utefter företagets behov, önskemål och vision.

Revenue
$220K
Year founded
2020
Team size
2

Frequently asked questions about Business Plan Software Companies

How many business plan software companies are there?

Latka tracks 6 business plan software companies with reported revenue. Together they generate $22.8M in annual revenue and employ 107 people.

Which business plan software company is the largest?

Paloalto is the largest, with $15.6M in annual revenue, founded in 1987.

How much revenue does a typical business plan software company make?

The average business plan software company in this list makes $3.8M a year, across 6 companies with reported revenue. They serve 100K customers combined.

Who are the leading Business Plan software vendors?

Ranked by annual revenue, the leaders are Paloalto, Xpovi, Codesket Pvt Ltd., ODEh Peopleware and Vizologi.

How much funding have business plan software companies raised?

The 6 business plan software companies tracked here have raised $65.3M in disclosed funding between them.

Related ERP Software categories

Inclusion Criteria

- Must provide templates or frameworks for creating business plans - Should enable financial forecasting and budget planning - Must include collaborative features for team involvement - Should help in tracking progress against the business plan - Not just for creating static documents; must allow for iterative updates and revisions - Should cater to various user types, including startups and established SMBs