Wed 16 Sep 2015 | By:

iPlanner Review: Is It Right for You?

iPlanner Review

Welcome to our iPlanner Review where we take you on an easy-breezy walk through their business plan software and basically compare it to our #1 pick in the industry.

To get started, some basics are that iPlanner opened its doors in 2007 and has since assisted legions of small startups, business professionals and even multinational companies. But, and this is the honest truth, they’re software is super-basic. For some types, and we all know people who gravitate to this kind of well, data-environment, it’s great! For others though that are drawn to beautiful and presentation-ready plans…it’s hard to even look at. Let’s dive in.

Some iPlanner Pros & Cons


  1. In terms of easy-to-use plan templates that’ll help you organize thoughts in a structured manner, they’re hard to beat by technical definition.

  2. Provides an extensive online library with hundreds of useful resources such as “how-to” articles vs comprehensive training modules, ecourses, walkthroughs, etc.

  3. Lets business experts, mentors and co-entrepreneurs share and collaborate fairly easily.

  4. Their iPlanner app is also very text/data intensive but can be used on any device/web browser. One of the perks of being old school is that there’s far less compatibility issues.

  5. You get a unique network address for added security and most everyone adores their industry specific plan templates.

  6. And yes, as you can imagine it’s not an issue to import financial data from other accounting tools and so forth. The simplicity of their design in some ways is very advantageous.


  1. We all know or have known people who thrive in this kind of html-style design, but is that you and/or your team?

  2. Unfortunately, last time we checked telephone support isn’t available.

  3. In terms of overall usability, leaving their app aside, the website can be a challenge.

How Do They Compare to Others?

If you need some help getting your business plan together, especially when it comes to needing specific industry-based templates and resources outside the realm of basic startup tools, then iPlanner is definitely worth some consider. Are they the best, or super-comprehensive, no.

But, as they put it over on, “iPlanner.NET is a simple business plan software application that doesn’t have a lot of fancy graphics or extra functions. Still, it includes enough document-creation tools to be considered a valuable option in small business plan writing.

iPlanner Review App Screenshot

How Easy is iPlanner Software To Use?

Like most other planning software options, some people will take right to it and have no issues navigating or implementing its features. Others though will find it very outdated and perhaps too streamlined. They’ll want to more flashy and aesthetic presentation-style of software like LivePlan.

Another perspective is from Michael Cohn, over at, “…offers an easy way to build a quick business plan as it has some advanced capabilities such as multinational support. But its user interface and choices are limited.”


A Quick Look Inside iPlanner

Now, as you can see it’s spreadsheets all day with iPlanner. The very core basics people look for in business planning software are there, no doubt about it. Review

As far as graphs and charts are concerned, they’re also very basic and straightforward with little aesthetic quality that modern business people are accustomed to seeing.

iPlanner Review Graph Example

So let’s compare that to the way your business plan, modeling, and data are presented with LivePlan:

Example LivePlan Templates and Themes

The beauty of it is that they provide tons of gorgeous themes and templates you can curate and get completely presentation-ready for potential investors, partners and team members, banks or commercial lenders, CrowdFunding communities, etc. When all is said and done, rather than something akin to Excel your plan will look something like this based on the template you choose:

Sample Executive Summary

See/feel the differences? Now let’s talk turkey.


iPlanner Pricing Structure

Like many of their competitors iPlanner divides their business planning services into three subscription options: Professional, Corporate and Corporate Plus. Pricing and features are in the screenshot below. Pricing

Pretty straightforward. And listen, if you find it slightly challenging to use/navigate your site while investigating, don’t worry it totally happened to me too and my team members. Again, it’s old school. For comparison here’s the LivePlan approach.



Are Other Entrepreneurs Happy?

Write a Business Plan

While shorter customer reviews are hard to find, there’s a fair amount of reviews concerning their apps, which have great ratings overall. For those that enjoy its simple style and style of data-presentation…it’s a godsend.

If we were to assign a rating based on all the reviews and comments we’ve come across we’d say iPlanner clocks a solid 6/10 or slightly above average. They have a niche customer base and a hard time competing against leaders like LivePlan. The only way you’ll know for sure is to dig a bit deeper into both to compare.

Are You Ready for iPlanner?

If you like html or Excel-style presentations of data and want your planning software to be on the basic side, then you should give iPlanner some consideration. However, if you're after more aesthetics, plenty of pretty graphics and a presentation-ready business plan then we encourage you to learn more about LivePlan. You can make your move in the links below. Cheers!

Visit LivePlan Or Visit iPlanner