Plan Magic Business Software

Plan Magic Business Plan Software

Our business plan, financial plan, marketing plan and media plan software enables you to create your plan following easy and understandable steps to come to a professional result quickly. We continue to set the standards in business plan automation, business plan presentation, financial plans and projections. All our products adhere to GAAP standards, can be used in any currency, are compliant with any -sales- tax system, and use the PlanMagic Smart Entry System (SES)™ method to reduce data entry time to a minimum.


 I use your software and I think it is one of the
best planning tools I have ever used

Our business plan software offers detailed financial planning, analysis and reports not found in any competitive product nor high cost accounting software.

Reviewed by Accounting Technology magazine SimplytheBest Business Plan Software Reviews WebCPA

 Plan Magic Price?

Plan Magic Complete and thorough

You don’t need any specific business expertise to use any of our business plan, marketing plan, media plan, or financial planning products. Learn as you go with the many tooltips and the extensive guide that accompanies each program. Business specific programs such as   PlanMagic Restaurant come with a completed sample financial plan to greatly reduce the time needed to produce your financial projections, and offer many unique plan

Each business plan program covers all aspects of the business plan process:

  1. Completing the written business plan using our templates
  2. Forecasting close-to-reality financial results*
  3. Preparing your presentation and/or investor pitch**

 Plan Magic Price?

Specific Plan Magic Business Plan Software

There is a great variety of businesses and organizations, each with its own needs when it comes to estimating and planning. One generic business plan program can not possibly cater to all the differences. For this reason, PlanMagic invested in research and development for many different types of business and organizations since 1995. We can offer you planning software that is dedicated to the business you are planning to run or are already running and want to monitor.

 Plan Magic. A Business Plan That Works

PlanMagic Business offers you easy to use well written business plan templates in MS Word, a fully automated close-to-reality financial projection application in MS Excel, a PowerPoint presentation template and a business plan guide. The Advanced Edition includes more state-of-the-art analysis, an investor pitch template and a Web marketing guide.


  • Easy to use – Use of simple and understandable terms, clearly outlined.
  • Print wizard – Professionally printed results. Business financial printouts are preformatted in Letter, Legal or A4 paper size.
  • Sales tax – Financials handle US sales tax, VAT, GST or similar calculations.
  • Multiple currency – The financials can use any currency, and you can use the exchange rate multiplier (AE only) to quickly update all the values.
  • Professional template for your investor pitch is included in the Advanced Edition (AE).
  • Business plan templates – Specific business plan templates for several businesses.
10 year business plan

Business Plan Templates

The preferred format business plan templates for investors, SBA, banks and angel investors in MS Word format.You don’t have to create your own contents from scratch or delete most of it as may be the case with a sample business plan. You’ll also get the most professional printed results. The program includes products, services and one additional business plan template of your choice. You can also purchase some additional business plan templates. Each business plan template is fully geared towards the type of business it is to be used for. Easily add project plans, phasing diagrams, floor plans, specific plans and more as is needed. Easily insert financial data from the financial application.

Plan Magic Business Plan Financials

Trend setting financial plan application written in MS Excel that has no competition when it comes to close-to-reality fully automated projections. You will not find a better solution as specific, as detailed, and as automated. Enter some main assumptions, and start entering your financial data into the clearly marked cells. Use it for a business plan but also (and this is important) for ongoing monitoring of your business.

Key advantages

  • Offers PlanMagic’s Smart Entry System (SES)™ to minimize and significantly speed up data entry.
  • Validation checks for data consistency.
  • Development can start up to 5 years prior to operations.
  • Fiscal year and forecasts can start in any month.
  • Forecasts include monthly (3 years), quarterly (3 years), and annual (5 years).
  • Up to 5 years (10 years in AE) can be forecast in one financial workbook.
  • Views are collapsible for clear summaries.
  • Costs can be split between fixed and variable cost for contribution, break-even and similar analyses.
  • Projected balance sheets that are always balanced.
  • More than 40 charts illustrate trends in expenses, sales, revenues, cash flow and more.

With the Advanced Edition – AE – you can plan up to 10 years and enjoy more detailed financial analysis and reports that surpass even the most expensive accounting programs.

Startup Business GuideA complete startup business guide that covers subjects such as organizational structure, financing (owners’ equity, foreign capital), marketing (market analysis, business goals, marketing strategies, advertising), operations (business identity, business location), business financials (projections, historic analysis, ratios) and more.

Business Plan PresentationEasy to complete presentation template (> 50 slides) in PPT (MS PowerPoint) format. You can copy text from the document templates, link to tables in the document template, or link to worksheet data in the financial application. The template contains the same chapters and subchapters as the business plan template.

Investor Pitch Template (AE)

Professional investor pitch template with 22 slides in PPT (MS PowerPoint) format. Everything you must include in the pitch for your business plan has been beautifully prepared.

 windows 10 business plan    business plan 

Minimum requirements
MS Windows Vista/7/8/10 32/64-bit
and MS Office 2002(XP)/2003/2007/2010/365/2013/2016

Say of the Day


“Sometimes by losing a battle you find a new way to win the war.” – Donald Trump.

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Struggling to achieve your goals?

Welcome to our Struggling to achieve Your Goals Post.

 Goals are not just for Entrepreneurs but for all who have a personal vision and need to get some motivation to get it going.



Watch this Goals Movie to re-motivate you to achieve your vision.
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For those Companies who have been in existence for more than two years who have a level 4 BBBEE certificate and who have lost their way let us help  you reach your Vision in life by working closely with you to get your Mission in place with clear Goals and measurable Objectives.


Without planning you will get nowhere. So why wait contact us now.

Call Gloria on 083 694 3753 to set up an appointment at our offices for complete confidentiality.


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Business Planning

We craft Business Planning that Works. This is essential, as those that don’t do this are doomed to failure.

Statistics report that ninety percent (90%) of businesses never prepare a Strategy Plan and seventy percent (70%) of  those businesses never prepare a business plan.  Our experience has shown that having a good Business Plan is fundamental to success.

Goals: 10 Rules for Success inspirational video from


“Drive your business or it will drive you” – Benjamin Franklin.

If you wish to craft your own using a from a huge range go to  our Templates page.


Or rather do your own………

Books for Success in 2016

Continue reading

Business Support South Africa


Business Support South Africa








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Contact us to show you how we can help transform your business. We are offering you a Free and Confidential Appointment.

How our business support for the ceo can help you transform your business.

A Cup of Coffee Can Transform Your Business

Are you curious to find out how?

Contact us using the contact form below for a free Business Analysis – well almost Free as You buy the coffee.


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Financial experts seem to agree that the Sarb will not raise rates on Thursday, but sounded a warning that the bank would be forced to do so at some point.

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I wonder what Donald Trump was saying here?







“Success is simply a matter of luck. Ask any failure.” – Earl Wilson