PlanMagic
PlanMagic: A Windows desktop option for structured plans, forecasts, scenarios, and presentations. Ranked #25 of 39 in Business Plan Software by our editors (4.6/10); pricing: 10-day trial; best for windows users needing Excel-based modeling.
At a glance
- Editor score4.6 / 10
- Pricing10-day trial
- Best forWindows users needing Excel-based modeling
- Free planNo
- Paid from$49 one-time
- Financial projectionsYes
- Founded1995
- Facts checked20 Sep 2026
Where it wins
- Automated monthly, quarterly, and annual Excel forecasts
- Templates, charts, scenarios, and PowerPoint presentation tools
- Advanced Edition adds pitch decks and up to 10-year projections
Where it doesn't
- Requires Microsoft Windows and Microsoft Office
- No free plan; access starts with a paid license
- Advanced features require the $149 Advanced Edition
Our verdict on PlanMagic
PlanMagic Business is desktop software for creating business plans and financial projections on Windows. It is aimed at entrepreneurs, startups, consultants, and small businesses that want structured planning materials alongside financial modeling. The package combines prewritten business-plan templates, an automated Microsoft Excel financial model, a PowerPoint presentation template, and an online business-plan guide. Forecasts can be organized monthly, quarterly, or annually, while more than 40 automated charts help present financial information.
The pricing structure is straightforward. PlanMagic Business costs $49 as a one-time purchase and includes the business-plan template, financial projection model, PowerPoint presentation template, and online guide. PlanMagic Business Advanced Edition costs $149 one time and adds investor pitch decks, advanced financial analyses and scenarios, an executive dashboard, and projections extending up to 10 years. A 10-day trial is available. The software requires Microsoft Windows and Microsoft Office, making its fit strongest for users already working in that environment rather than teams seeking a browser-based or cross-platform planner.
Its strongest case is breadth within a familiar Office workflow: users can build a plan, model different scenarios, create charts, prepare presentation materials, and export selected worksheets to values-only workbooks. Microsoft Word, Excel, PowerPoint, and Microsoft 365 Copilot are listed integrations. The Advanced Edition is the better match for investor-focused planning or longer-range forecasting, while the $49 edition suits more basic business-plan development. Buyers who need macOS, web access, or a platform independent of Microsoft Office should choose an alternative; Windows users seeking structured Excel-based modeling should find PlanMagic’s scope more relevant.
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PlanMagic pricing
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PlanMagic fact sheet
| Free plan | No |
|---|---|
| Paid from | $49 one-time |
| Financial projections | Yes |
| Section guidance | Yes |
| Template library | Yes |
| Document export | Not verified |
| Scenario planning | Yes |
| Team collaboration | Not verified |
| Platform support | windows |
| Free trial | 10 days |
| Deployment | Desktop |
| Platforms | Windows |
| Support | Email, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 4 integrations: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft 365 Copilot |
| Pricing | 10-day trial (source) |
| Website | planmagic.com |
| Facts checked | 20 Sep 2026 |
PlanMagic integrations
PlanMagic lists 4 integrations on its own site.
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft 365 Copilot
Alternatives to PlanMagic
- 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 PlanMagic alternatives →
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PlanMagic is listed in our Business Plan Software directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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