Top 9 AI Tools for Business Planning (2025 Edition)
Plan smarter, faster, and confidently using the latest AI tools designed for business strategy, pitching, and execution.
📌 1. Notion AI
🔗 Official Website: https://www.notion.so/product/ai
🛠 Tool Name: Notion AI
🎯 Purpose / Use Case: Business plan drafting, strategy docs, smart templates
✨ Key Features:
- AI-powered business plan templates
- Summarization, rewriting, and outline generation
- Integrates with Slack, Trello, and databases
📈 Description:
Notion AI is the all-in-one workspace that now helps entrepreneurs craft investor-ready business plans using built-in AI features.
🔥 Why It’s Trending:
Surged in search after TikTok and LinkedIn creators showcased how they use Notion AI for startup plans — over 60% traffic boost in Q2 2025.
🧪 How to Use This Tool:
- Log in to Notion AI.
- Select or create a “Business Plan” page.
- Use
/ask AIor “Generate” options to build SWOT, financials, and vision. - Refine sections with built-in prompt assistant.
- Export or collaborate live with your team.
🔗 👉 For a full review of Notion AI, read our detailed guide here.
📌 2. Upmetrics
🔗 Official Website: https://upmetrics.co
🛠 Tool Name: Upmetrics
🎯 Purpose / Use Case: AI business plan builder with financial modeling
✨ Key Features:
- 200+ industry-specific plan templates
- Integrated pitch builder
- Budgeting, forecasting, and graphs
📈 Description:
Upmetrics combines modern business planning with AI templates, smart pitch decks, and guided financials — all in one place.
🔥 Why It’s Trending:
Trusted by thousands of founders and schools; its templates went viral in startup communities in 2025.
🧪 How to Use This Tool:
- Visit Upmetrics and create a free account.
- Choose a template (e.g., SaaS, restaurant, consultancy).
- Let the AI autofill sections using your business details.
- Edit financial projections via visual dashboards.
- Export PDF or share link with investors.
🔗 👉 For more ai tool full review here
📌 3. LivePlan
🔗 Official Website: https://www.liveplan.com
🛠 Tool Name: LivePlan
🎯 Purpose / Use Case: Strategic AI business plan & financial projections
✨ Key Features:
- AI-guided business plans
- Built-in pitch builder
- Real-time KPI dashboards
📈 Description:
LivePlan offers enterprise-grade planning tools with drag-and-drop editors, cashflow forecasting, and AI-enhanced templates.
🔥 Why It’s Trending:
Backed by 1M+ users; integrations with QuickBooks and Xero boosted its Google Trends rank.
🧪 How to Use This Tool:
- Create an account on LivePlan.
- Select a guided business plan path.
- Use the strategy builder to define goals, markets, and competition.
- Add financials and view live reports.
- Export or present directly.
🔗 👉 For more ai tool full review here
📌 4. Bizplan
🔗 Official Website: https://www.bizplan.com
🛠 Tool Name: Bizplan
🎯 Purpose / Use Case: Drag-and-drop business builder for startups
✨ Key Features:
- Visual builder for each section
- Fundraising dashboard
- Shareable investor links
📈 Description:
Bizplan simplifies the process of building business plans with modular blocks and startup fundraising support.
🔥 Why It’s Trending:
Frequently mentioned in startup blogs and YouTube reviews — especially for early-stage bootstrapped founders.
🧪 How to Use This Tool:
- Register at Bizplan.
- Start a new business plan using the drag-and-drop interface.
- Add details like team, vision, product, and market.
- Use the financial forecasting tab for budgets.
- Publish & share your plan with investors via a link.
🔗 👉 For more ai tool full review here
📌 5. IdeaBuddy
🔗 Official Website: https://www.ideabuddy.com
🛠 Tool Name: IdeaBuddy
🎯 Purpose / Use Case: From idea validation to plan execution
✨ Key Features:
- Idea scoring
- Business model canvas
- Financial projection assistant
📈 Description:
IdeaBuddy turns raw ideas into structured business models with easy validation and investor-ready documents.
🔥 Why It’s Trending:
Heavily adopted in emerging markets and solo founder communities; fast-growing on ProductHunt.
🧪 How to Use This Tool:
- Visit IdeaBuddy.
- Select “Start a New Idea” or use AI wizard.
- Complete guided business model canvas.
- Add financial projections and reports.
- Export or share with mentors/funders.
🔗 👉 For more ai tool full review here
📌 6. Brixx
🔗 Official Website: https://www.brixx.com
🛠 Tool Name: Brixx
🎯 Purpose / Use Case: Financial and scenario planning
✨ Key Features:
- AI-powered cash flow forecast
- Visual financial charts
- Strategic scenario planning tools
📈 Description:
Brixx is the go-to tool for visual financial business planning — great for founders who want clarity without complex spreadsheets.
🔥 Why It’s Trending:
Finance YouTubers and SaaS CFOs are showcasing Brixx as a better alternative to Excel + AI — search interest up 70%.
🧪 How to Use This Tool:
- Register at Brixx.
- Choose a planning template (startup, e-commerce, SaaS).
- Enter revenue streams and expenses.
- Run AI simulations for best-case/worst-case.
- Export cash flow visuals for funding use.
🔗 👉 For more ai tool full review here
📌 8. Tability
🔗 Official Website: https://www.tability.io
🛠 Tool Name: Tability
🎯 Purpose / Use Case: AI for OKR-based planning and execution
✨ Key Features:
- Goal & OKR templates with AI
- Automated check-ins & reporting
- Collaboration for distributed teams
📈 Description:
Tability helps teams move from business planning to goal execution using OKRs and AI-backed insights.
🔥 Why It’s Trending:
Adopted by hundreds of remote SaaS teams — viral on X (formerly Twitter) among product leaders and startup founders.
🧪 How to Use This Tool:
- Sign up at Tability.
- Create a new plan and define OKRs (e.g., revenue, users).
- Let AI suggest key initiatives.
- Automate check-ins and goal tracking.
- Share dashboards with stakeholders.
🔗 👉 For more ai tool full review here
📌 9. ChatGPT (Custom GPTs for Business Planning)
🔗 Official Website: https://chat.openai.com/gpts
🛠 Tool Name: ChatGPT Custom GPTs
🎯 Purpose / Use Case: Personalized AI business planning assistant
✨ Key Features:
- Custom GPTs for business planning
- Interactive outline generator
- Context memory & file uploads
📈 Description:
Create or use business-focused GPTs (e.g., “Business Plan GPT”) to instantly build custom strategies and financials with ChatGPT.
🔥 Why It’s Trending:
Custom GPTs are exploding in popularity — entrepreneurs use them as personal AI co-founders.
🧪 How to Use This Tool:
- Go to ChatGPT Custom GPTs.
- Search for “Business Plan GPT” or create your own.
- Describe your idea — the AI will generate plan sections.
- Refine each part interactively.
- Download or copy the completed plan.
🔗 👉 For more ai tool full review here
🟢 Final Verdict
AI has revolutionized the way entrepreneurs build business plans. Whether you’re validating an idea, presenting to investors, or forecasting financials — these 9 tools help you do it faster, better, and smarter.