Best Business Plan Software for Microsoft Excel

Compare the Top Business Plan Software that integrates with Microsoft Excel as of November 2025

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This a list of Business Plan software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.

What is Business Plan Software for Microsoft Excel?

Business plan software is a tool designed to help entrepreneurs, startups, and businesses create, organize, and manage comprehensive business plans. These platforms typically provide templates, financial forecasting tools, and guidance to assist users in outlining their business objectives, market research, financial projections, and operational strategies. Business plan software often includes features for budgeting, cash flow management, and performance tracking to help users develop realistic and achievable goals. Many platforms also offer collaboration tools, allowing teams to work together on the business plan in real-time. By providing structure and insights, business plan software helps businesses present a clear roadmap for growth and attract investors or secure funding. Compare and read user reviews of the best Business Plan software for Microsoft Excel currently available using the table below. This list is updated regularly.

1

BizPlanBuilder

Business Power Tools powered by Jian

If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.

Starting Price: $27/month

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2

ESM+Strategy

ESM Software Group

Eliminate the use of complex spreadsheets and slide deck creation in strategic planning with ESM+Strategy. ESM+Strategy is an all-in-one business strategy software that empowers companies to improve their strategic planning with balanced scorecards, integrated KPIs, custom reports, and strategy maps. The platform features simple navigation and interface and comes loaded with powerful analytics.

Starting Price: $880.00/month

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3

Typed

Typed

Accomplish more as an individual or a team. Meet the next generation of documents in Typed. Say goodbye to too many tabs and apps. Our document 2.0 is everything you’ve needed to create better. Research and write while managing your knowledge and tasks, all in one flow. Now, you can share the full context of your work with just a link. Typed defies folders within folders within folders. Our result-oriented structure helps you to get organized just by getting stuff done. Taskify every stage of your work to keep yourself moving forward. When done, just archive and move on. You’ll find yourself more organized than ever. Our knowledge network is your second brain that automatically remembers your ideas and actions so that you don’t have to. It will guide you to the next step to recognize how much you’ve already done and discover how much more you can do. Our blazingly fast web-extension and mobile app lets you collect any type of information with just a touch.

Starting Price: $8 per month

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4

ProAI

ProAI

ProAI is an AI-powered business planning platform designed to help entrepreneurs and startups create comprehensive, investor-ready business plans in minutes. By answering a few questions, users receive a fully customized business plan, complete with financial forecasts, market research, and strategic insights. It offers tailored projections with exportable Excel models, encompassing profit and loss statements, cash flow analyses, balance sheets, and key metrics. ProAI's AI-driven approach leverages data from over 3,600 client projects, providing users with bespoke marketing, sales, and product plans. Additionally, it includes features such as an AI Business Advisor for personalized recommendations, access to a database of over 160,000 investors, and tools for creating pitch decks and conducting market research. ProAI's user-friendly interface and integration with various data sources streamline the business planning process.

Starting Price: $66 per year

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