Planium Pro
Planium Pro: Combines guided business planning, financial forecasting and team collaboration in a web app. Ranked #10 of 39 in Business Plan Software by our editors (6.1/10); pricing: 14-day trial; best for teams needing accounting imports and collaboration.
At a glance
- Editor score6.1 / 10
- Pricing14-day trial
- Best forTeams needing accounting imports and collaboration
- Free planNo
- Financial projectionsYes
- Facts checked25 Sep 2026
Where it wins
- Imports financial data from MYOB, Xero and QuickBooks
- Combines forecasting, scenarios and guided planning sections
- Supports real-time collaboration and Word, PDF, Excel and HTML exports
Where it doesn't
- No free plan; access is paid
- Lite limits marketing, operations and dashboard modules to basic access
- Web-based cloud deployment only
Our verdict on Planium Pro
Planium Pro brings strategic business planning into a cloud-based web app, combining marketing, operations and financial work in one workflow. It is aimed at businesses developing plans and professional advisers preparing plans for clients; Planium Pro Lite is positioned for startup entrepreneurs and small businesses. Guided planning sections, ready-made templates and sample plans give users a structured way to work through a plan, while financial forecasts, reports and charts address the modelling side. The vendor describes it as suited to businesses with complex financial modelling needs.
Financial planning is a notable strength: users can build forecasts, compare scenarios and sensitivity assumptions, and refer to industry benchmarks. Accounting data can be imported from MYOB, Xero and QuickBooks, and projects support real-time collaboration among multiple users. Plans can be exported to Word, PDF, Excel and HTML. These capabilities make it a fit for teams and advisers who need both financial analysis and a shareable business-plan document, rather than a tool focused only on writing or templates.
The paid options include Lite and Advanced monthly and annual subscriptions, plus a Project tier for full access to the planning software for a project; a 14-day free trial is available without a card requirement. Lite includes full access to simplified financial reports, charts and forecasting, but only basic access to marketing, operations and dashboard modules. Advanced gives full access to those areas as well as financial reports, charts and forecasting. There is no free plan, and the product is web-based, so it is less suitable for buyers seeking free software or a non-web deployment. Teams needing accounting imports, collaboration and broader planning coverage should consider it; users who only need a basic plan document may find its scope more than they need.
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Planium Pro pricing
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Planium Pro fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Financial projections | Yes |
| Section guidance | Yes |
| Template library | Yes |
| Document export | Word, PDF, Excel, HTML |
| Scenario planning | Yes |
| Team collaboration | Yes |
| Platform support | web |
| Free trial | 14 days · no card needed |
| Money-back guarantee | 60 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat, Phone, Docs · 24/7 |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: MYOB, Xero, QuickBooks |
| Pricing | 14-day trial (source) |
| Website | planiumpro.com |
| Facts checked | 25 Sep 2026 |
Planium Pro integrations
Planium Pro lists 3 integrations on its own site.
- MYOB
- Xero
- QuickBooks
Alternatives to Planium Pro
- LivePlanA broad planning suite for established businesses that need forecasts, scenarios, and reporting.8.9
- UpmetricsA collaborative web workspace for business plans, forecasts, scenarios, and exports.8.6
- Business in a BoxA broad HR operations platform, but not a focused business-plan tool.6.8
See all Planium Pro alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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