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Software and services

Sage Planning for Business

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Sage Planning for Business

Software that will help you plan and launch your new business.

This software has been created for anyone who has ever wanted to be their own boss.

But it does more than help you create a business plan. It helps you through the whole process of turning your business idea into reality…

  • Your product ideas
  • Potential customers
  • Your competitors
  • Your experience
  • Financial forecasts

You are one step away from downloading your free Sage Planning for Business software.

Click here to download your free Sage Planning for Business Software.

Sage Planning for Business software

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  • Manage information: You can enter information through the task or directly in the plan.
  • Business Plan Quick Start: Business Plan Quick Start questionnaire creates a list of tasks you will need to complete to set up your business.
  • Additional tasks: You can add additional tasks to suit your particular business.
  • Tailored list of tasks: Create a tailored list of task to help you set up your business.
  • Grouped tasks: Work through grouped tasks by planning goal.
  • Work through tasks: Work through the tasks by business area, or in a logical order to build your plan, or go straight to the plan section and develop your plan from there.
  • Resource & Guidance: Guidance, links to resources, and examples, to help you work through planning tasks.
  • Automatic Business Plan: Your business plan is automatically generated as you complete each planning task.
  • Additional Software: Once trading, Sage Planning for Business can automatically set up Instant Accounts financial software based on your business plan.
  • Synchronisation Synchronises with Instant Accounts to provide a business health check.


  • Easy to set up.
  • All business plan information and links in one place.
  • Completing a task automatically adds it to your plan.
  • Add notes and attachments to each task as you learn more about it.
  • Output the plan to either Word or PDF.
  • No rekeying data when you start trading.
  • Always understand where you are compared to your business plan.

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