Best AI Tools for Business Planning
AI tools for business plans, financial models, OKRs, and strategic planning.
Our top picks
Detailed reviews
LivePlan ↗
⭐ 4.5Business plan and financial forecasting tool with templates and AI-assisted writing.
Pricing
$20-$40/mo
Best for
Entrepreneurs writing first plans
Pros
- 500+ templates
- AI plan writer
- Forecasting
Cons
- Generic outputs
- Limited modeling
Causal ↗
⭐ 4.7Modern financial modeling tool that replaces spreadsheets with structured models and scenarios.
Pricing
Free; $250+/mo
Best for
Modern finance teams
Pros
- Beautiful modeling
- Scenarios
- Strong UX
Cons
- Learning curve
- Pricing
- Newer tool
Financial planning tool for startups now part of Brex, with hiring plans, runway, and forecasts.
Pricing
Free with Brex
Best for
Brex customers
Pros
- Built for startups
- Hiring plans
- Runway forecasts
Cons
- Brex-tied
- US only
Mosaic ↗
⭐ 4.6Strategic finance platform for mid-market with AI-driven planning and scenario modeling.
Pricing
Custom
Best for
Mid-market FP&A
Pros
- Strategic finance
- Driver-based planning
- Strong UX
Cons
- Mid-market only
- Custom pricing
Anaplan ↗
⭐ 4.4Enterprise connected planning platform for complex modeling across finance, sales, and operations.
Pricing
Custom
Best for
Enterprise FP&A
Pros
- Enterprise scale
- Cross-functional
- Powerful modeling
Cons
- Expensive
- Implementation heavy
Lattice ↗
⭐ 4.6Performance and OKR management platform that helps teams set and track strategic goals.
Pricing
$11+/user/mo
Best for
Goal and OKR management
Pros
- Strong OKR engine
- Performance reviews
- Engagement
Cons
- Not financial
- Per-user pricing
Notion AI ↗
⭐ 4.5Use Notion templates and Notion AI to draft business plans, OKRs, and strategy docs.
Pricing
$10/seat/mo addon
Best for
Notion-first teams
Pros
- Cheap
- Flexible
- Templates
Cons
- Generic outputs
- Not financial-specific
How to choose
If You are writing your first plan → use LivePlan
Templates and guided AI
If You are a startup with Brex → use Pry
Free with Brex
If You are scaling finance ops → use Causal
Modern modeling without Excel
If You are enterprise → use Anaplan
Connected planning at scale
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