For founders, operators, advisors, and small business owners
AI business planning software for fundable plans.
Build the narrative, market logic, financial forecast, pitch, and investor/lender preview from one connected workspace, then keep the plan editable as assumptions change.
Platform
A connected platform for strategy, finance, and execution.
PlanAI connects the core work of company-building: research, strategy, financial analysis, documents, and execution.
Plan the business
Shape the idea, market, positioning, strategy, and operating assumptions with guided AI support.
Open workspaceModel the numbers
Pressure-test pricing, volume, costs, cash runway, valuation, and forecast scenarios in the same workspace.
Open workspacePrepare the room
Keep documents, pitch materials, decisions, and next actions ready for advisors, investors, lenders, and teams.
Open workspaceFunding readiness
Build the plan a serious reader expects.
PlanAI converts scattered notes, assumptions, and financial inputs into a disciplined funding package: a coherent business plan, connected model, reviewable report preview, and pitch-ready exhibits for investors, lenders, and advisors.
Plan narrative
Executive summary, market, strategy, operations, and funding sections stay tied to the same business context.
Financial model
Build revenue, expenses, profit and loss, cash flow, balance sheet, and scenario forecasts as reviewable tables.
Readiness review
Use structured previews to catch missing assumptions, weak claims, and mismatches before a funder reads the plan.
Pitch materials
Move from the plan into pitch decks, exhibits, exports, and collaboration workflows without re-keying the story.
Capabilities
The core planning tools, connected end to end.
Create the plan, pressure-test the assumptions, generate the financial tables, and keep the funding package ready to edit.
How it works
A practical path from rough idea to investor-ready plan.
Capture the business
Bring notes, assumptions, market context, and customer detail into one planning workspace.
Connect the numbers
Model revenue, expenses, cash flow, balance sheet impact, and scenario changes without breaking the plan.
Preview, edit, and export
Turn the same source work into an editable business plan, investor/lender preview, pitch deck, and follow-up tasks.
AI Engine
AI that keeps the plan, model, and pitch in sync.
PlanAI keeps AI close to the work: structured prompts, company context, reviewable assumptions, and workflows that end in usable planning artifacts.
Structured AI workflows
Route research, writing, financial reasoning, and synthesis to the right AI workflow.
Reviewable outputs
Keep assumptions and rationale visible so users can inspect and revise every output.
Artifact production
Convert strategy inputs into plans, briefs, summaries, models, and reviewable documents.
Guided learning
Academy content helps students, founders, and teams learn by producing real work.
Integrations
Connect your existing tools.
Bring finance, notes, documents, and design workflows into the planning system without copying work across disconnected apps.
Google Suite
Export plans, analysis, and financial tables into Google tools.
QuickBooks
Connect accounting data to planning workflows and financial reviews.
Notion
Sync strategic notes, research, and planning outputs into shared workspaces.
Figma
Move strategy and customer context into design briefs and review mockups.
Pricing for serious planning.
One workspace for business planning, financial forecasting, pitch preparation, and investor/lender-ready exports.
PlanAI for Individuals
Build, review, and export a serious business plan without jumping between documents, spreadsheets, and generic AI chats.
Get started14-day refund if the product does not meet expectations.
Ready to build your plan?
Join founders and operators who use PlanAI to turn ideas into clear strategy, financial plans, and pitch-ready materials.