PlanMagic review
A Windows desktop option for structured plans, forecasts, scenarios, and presentations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
PlanMagic pros and cons
- 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
PlanMagic fact sheet, pricing and score →
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