Business planning
Turn an idea into an operating plan.
Shape the market, strategy, business model, milestones, and narrative with guided AI that stays grounded in your company context.
Explore business planningAI planning for founders, operators, and advisors
One plan. Every decision connected.
Bring strategy, financial planning, and funding-ready outputs into one AI workspace built to turn business context into confident action.
PlanAI workspace
Platform overview
See PlanAI turn one set of assumptions into a complete planning package.
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Product video placeholderOne planning context from strategy through execution
Business planningFinancial modelingFunding readiness
One unified workspace
Plan the business and the numbers together.
PlanAI keeps your company context, strategic choices, financial assumptions, and final artifacts connected—so a change in direction does not leave a trail of stale documents.
Explore the platformFinancial planning
Make every assumption visible.
Connect revenue, expenses, cash flow, balance sheet impact, and scenarios so the story and the numbers move together.
Explore financial planningDecision workspace
Keep the work ready for the room.
Review decisions, organize supporting files, and prepare business plans, models, and pitch materials for your next conversation.
Explore collaborationOutput that stays connected
Build once. Prepare for every audience.
The same source work can become a detailed plan, a linked forecast, a concise decision brief, or a pitch-ready presentation—without rebuilding the logic each time.
View a sample business planBusiness plan
Financial model
Pitch deck
Decision brief
How it works
From first question to a decision-ready plan.
- 01
Bring the context
Capture your idea, market, customer, operating assumptions, and existing documents.
- 02
Build and test
Use guided AI workflows to develop the strategy, connect the model, and compare scenarios.
- 03
Review and share
Edit the output, resolve gaps, and export a coherent package for the people who matter.
Fits your working stack
Bring the tools you already use.
Connect planning work with finance, documents, research, collaboration, and design tools through the PlanAI integration marketplace.
PlanAI Academy
A complete curriculum for building a business.
PlanAI Pro unlocks the full Academy: hundreds of pages of guided content and dozens of video lessons that take you from first idea to operating company.
500+
pages of guided content
50+
expert video lessons
8
progressive learning levels
6
industry playbooks
Deep content library
500+ pages of guided modules covering research, strategy, finance, funding, legal, and operations—written to be applied, not just read.
Expert video lessons
50+ short, focused videos walk through models, frameworks, and real decisions so you can watch, replicate, and build on your own.
Learn by building
Every module ties to real work—canvases, forecasts, decks, and plans—so knowledge becomes an operating artifact, not a certificate.
8 progressive learning levels
01Foundation
02Market Understanding
03Strategic Planning
04Advanced Strategy
05Financial Planning
06Valuation & Funding
07Pitch & Presentation
08Execution & Operations
50+ videos across 8 categories
AI AssistantMarket ResearchBusiness ModelStrategyFinancialsPitch DeckFundingLegal & Tax
Free users preview a single lesson. Paid plans unlock the entire video library, every content module, and all eight learning levels.
Simple pricing
Professional-grade AI for $30/month.
One paid plan. Every premium feature unlocked. No hidden fees, cancel anytime.
MonthlyYearly
PlanAI Pro
$30/month
Everything you need to plan, launch, fund, and grow your business.
Unlimited AI-powered business analysis
Complete business plan builder with PDF & DOCX export
Advanced financial modeling, forecasting & scenario planning
Full strategy framework library: SWOT, Porter's Five Forces, PESTEL & more
Market research & competitive intelligence
Business valuations, cap table & funding pipeline
Pitch deck generator
Legal & tax analysis
Real-time collaboration & 10GB cloud storage
Full Academy: 500+ pages of content & 50+ video lessons
12+ integrations: Google Workspace, Notion, QuickBooks & more
Priority support & early access to new features
Free tier includes 10 AI chats/month, watermarked exports, and a single Academy preview lesson.
See how your strategy and numbers connect.
Focused conversationYour business contextClear next steps