The Business Plan Shop Ltd

What The Business Plan Shop Ltd does

The Business Plan Shop Ltd is a UK-based SaaS publisher, founded in 2013 and headquartered in London, that operates an integrated financial planning and analysis (FP&A) platform for small and medium-sized businesses, startup founders, and financial advisors. Delivered exclusively as a web-based application requiring no installation, the platform has served over 500,000 entrepreneurs cumulatively and supports all global currencies. The company appears bootstrapped, with no disclosed external funding, and operates with 11–50 employees.

The product combines five interconnected modules: an online business plan writer (exportable to PDF/Word), a 3-way financial forecasting engine (P&L, balance sheet, cash flow over 3–5 years) capable of modeling complex elements such as variable interest loans, multi-method depreciation, deferred costs, and provisions, a library of 35+ industry-specific templates, financial dashboards, and KPI tracking with 30+ pre-built metrics and a custom formula builder. Native integrations with QuickBooks Online and Xero enable automatic import of historical accounting data and actuals-versus-forecast tracking, with Sage integration announced as forthcoming.

The business model is a self-serve, product-led SaaS subscription with a 7-day no-credit-card free trial and a tiered pricing ladder from £35/month (Micro & Startups) through $157/month (Advisor) to $587/month (White Label for practices). Customer acquisition relies on content marketing and SEO, with three primary personas — startup founders, SMB owners and CFOs, and financial advisors (accountants, bookkeepers, consultants) — each served via dedicated funnel content and use cases.

Name

The Business Plan Shop Ltd

Legal name

The Business Plan Shop Ltd

Website

https://thebusinessplanshop.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

The Business Plan Shop Ltd is a UK-based SaaS publisher of an integrated FP&A platform serving SMBs, startup founders, and financial advisors. Its web-based tool combines business plan writing, three-way financial forecasting, KPI dashboards, and QuickBooks/Xero accounting integrations via a self-serve subscription model.

Ownership category

akta.pro rank

Product category

Financial Planning & Analysis Software

NAICS

Software Publishers (5132), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro primary industry

Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

akta.pro secondary industries

Digital/Robo Financial Planning (FSAEAAAK), Budgeting & Cash-Flow Management (FSAGADAA)

Keywords

• Financial planning software
• Business plan software
• Financial forecasting tools
• KPI tracking software
• SMB financial analysis

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Revenue model

1. SaaS Subscription (Core): Monthly or annual subscription plans providing access to FP&A platform including forecasting software, business planning tools, templates library, dashboards and KPI tracking. Auto-renewing subscriptions until cancelled. Prices vary by plan tier (Micro/Startup, Small Business, Business & CFO, Advisor, White Label).

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The Business Plan Shop Ltd operates a web-based SaaS financial planning and analysis (FP&A) platform that combines online business plan writing software with three-way financial forecasting (P&L, balance sheet, and cash flow statements spanning 3-5 years), KPI dashboards, and native integrations with accounting platforms (QuickBooks Online and Xero). The platform is sold via tiered subscriptions (Micro & Startups, Small Business, Business & CFO, Advisor, White Label) starting with a 7-day free trial, and serves SMBs, startup founders, and financial advisors across multiple geographies and currencies.

Product overview

The Business Plan Shop is an integrated FP&A (Financial Planning & Analysis) SaaS platform consisting of five interconnected modules designed for small and medium businesses and their financial advisors. The core offering combines Online Business Plan Software with Online Financial Forecasting Software, supplemented by Business Plan Templates (35+ industry-specific examples), Financial Dashboards, and KPI Tracking Software. The platform operates as a unified system where financial forecasts automatically integrate into business plans, accounting data syncs from integrations to enable actuals tracking, and dashboards display KPIs and scenario analyses derived from the forecasting data.

Differentiator

Problem solved

Functional benefit

Products and services

• Online Business Plan Software Guides users through writing professional, investor-ready business plans with step-by-step instructions, examples, and templates; generates formatted documents in PDF or Word. Designed for first-time business plan writers, SMB owners, and professional advisors who need productivity gains.
• Online Financial Forecasting Software Enables users to build three-way financial forecasts (profit & loss, balance sheet, cash flow) spanning 3-5 years, including complex elements such as variable interest loans, advanced depreciation schedules, complex payment terms, deferred costs, provisions, and inventory. Easier, faster, and more robust than Excel or Google Sheets.

Quantifiable outcome

• 500,000+ entrepreneurs have created business plans using the platform
• +1 more outcomes

Named customers6 records

Segments3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core and planned.

• QuickBooks OnlinecoreTechnology or IntegrationNative integration enabling automatic import of accounting data (chart of accounts, historical financial data) from QuickBooks Online. Data syncs automatically to create starting points for financial forecasts and enable actuals vs forecast comparison. Essential feature for SMB segment.
• XerocoreTechnology or IntegrationNative integration enabling automatic import of accounting data from Xero. Similar functionality to QuickBooks integration - historical data import, actuals tracking, forecast comparison. Key integration for existing businesses and advisors managing multiple client books.
• SageplannedTechnology or IntegrationSage accounting software integration is listed as 'coming soon'. Will expand accounting data import capabilities for businesses using Sage.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• LivePlan: LivePlan is a direct SaaS competitor offering business plan software combined with financial forecasting for SMBs and advisors. It targets the same startup and small business segments with similar templates, forecasting tools, and accountant-friendly features.
• Palo Alto Software (Bizplan): Palo Alto Software publishes Bplans and Bizplan, well-established business plan and forecasting tools for entrepreneurs. Overlaps directly on business plan templates, financial forecasting, and the SMB/startup customer base.
• PlanGuru: PlanGuru offers financial forecasting, budgeting, and reporting SaaS targeted at SMBs and their accountants/consultants. Closely aligned on three-way forecasting, multi-year projections, and the advisor channel.
• Fathom: Fathom provides financial analysis, KPI dashboards, and reporting for SMBs and accounting practices. Strong overlap on the accountant segment and KPI-driven insights, integrated with Xero and QuickBooks.
• Spotlight Reporting: Spotlight Reporting builds FP&A, dashboards, and cash flow forecasting tools for accountants and their SMB clients. Overlaps on advisor-led distribution and accounting-software integrations.
• Float: Float is a cash flow forecasting and budgeting SaaS for SMBs and finance teams. Competes on three-way financial forecasts, scenario planning, and accounting integrations.
• Enloop: Enloop provides automated business plan writing and financial forecasting software for SMBs. Direct overlap on the business plan + forecast bundle targeting entrepreneurs.

Emerging players

• Jirav: Jirav offers FP&A, budgeting, and forecasting SaaS for small to mid-sized businesses and accounting partners. Comparable in FP&A functionality and accountant channel, though typically targets slightly larger customers.

Broad incumbents

• Mosaic: Mosaic is a strategic finance / FP&A platform for growing companies and their finance teams. Overlaps in FP&A, forecasting, and KPI tracking but serves a more upper-mid-market customer than The Business Plan Shop.
• QuickBooks (Intuit): QuickBooks Online is a core accounting platform and integration partner. While primarily accounting software, Intuit has expanded into lightweight planning/forecasting features that increasingly overlap with FP&A workflows for SMBs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/onlineBPTool
• Facebookfacebook.com/thebusinessplanshop
• LinkedInlinkedin.com/company/the-business-plan-shop-ltd

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Business Plan Shop Ltd