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Full iPlanner.NET Document Management Software Review – All you need to know about iPlanner.NET

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Are you looking for a business planning tool for generating your perfect business plan? Here is a full review of iPlanner.NET document management software

A business plan is one of the important documents required for establishing a new business. Due to the fact business plans consist of business goals, strategies, and other information necessary to enable its longevity. On the other hand, an existing business can use business plans to facilitate loan application and other business financings.

However, the process of creating a business plan is a strenuous one which is time wasting, prone to human errors and miscalculations. Besides, some created business plans are inefficient and subject to consistent correction.

Nevertheless, the business plan creation process can be streamlined by using automated business planning tool such as iPlanner.NET. With iPlanner.NET document management software, you can effectively create professional business plans which can be used for formal business usage.

What is iPlanner.NET?

iPlanner.NET also known as iPlanner is a cloud-based business planning software which enables users to create and share business plans through its platform.

iplannerDeveloped in 2007, this business planning software is reputable for its prowess as a professional business planning tool. Some of its users include serial entrepreneurs, small business owners, advisors, and investors.

This document management software comes with customizable business plan templates which enable users to personalize the business plan based on their preferences. In addition, iPlanner.NET allows users to create the business plan by collaborating with other experts online or in real-time.

Nevertheless, iPlanner.NET document management software seamlessly integrates with Microsoft office to enable users to utilize office tools for business plan creation. Also, iPlanner.NET comes with tools such as chart generator and financial calculators which automates financial calculation and analysis.

On the other hand, iPlanner.NET allows users to set up a project team with multiple members for real-time business plan collaboration. Besides, team members can view, modify, and manage team-based business plan projects.

With a document management software such as iPlanner.NET, you can generate professional business plan automatically thereby eliminating the stress involved in business plan creation.

Here is an overview of iPlanner.NET objectives for business owners:

  • Enabling you to build a project support team to collaborate on business plans
  • Providing you with “what-if?” scenario analysis, financial forecasting, and modelling to identify potential financial obstacles
  • Creating a comprehensive business plan with cash flow forecast, charts, performance ratios, and financial statements to impress any banker or investor
  • Enforcing confidential user access by enabling you to assign a unique secure network address (URI) for each business plan project

Benefits of iPlanner.NET

Saves time, cost and efforts

iPlanner.NET allows you to automate business plan document creation while working on other business aspects. You can easily create a new business plan within a few minutes by utilizing any of the available built-in business plan templates on the platform.

In addition, this document management software eliminates the need for hiring business plan experts or time wasted in creating a manual business plan. With a few click and personalization, you can easily generate a new business plan.

Efficient financial planning tool

With iPlanner.NET, you can make an accurate financial analysis without using advanced accounting software. This document management software comes with financial planning tools such as chart generators, financial calculators, feasibility tool, and many more; this allows users to make a careful financial analysis without error or omissions.

Collaboration

iplanneriPlanner.NET has an expert team of mentors who are available 24/7 to assist users all during the business plan creation process. The team provides users with professional advice and also helps users identify potential investors, although this might cost a little fee, it is totally worth it.

In addition, iPlanner.NET comes with a team builder tool which enables the administrator user to build a team of users which can collaborate on existing business plan project. Each team member can add, view, modify, and manage business plans on the platform.

Customer support

Users are provided with excellent support options for handling both technical and non-technical issues they face on the platform. In addition, iPlanner.NET document management software provides users with additional resources such as worksheets, business plan samples, etc for facilitating the business plan creation process.

Nevertheless, they also offer on-site training as well for higher premium plans users.

Data Security and Back-up

iPlanner.NET implements bank-level SSL encryption protocol for securing users data on the platform thereby eliminating data hijacking and unauthorized access.

In addition, iPlanner.NET document management software utilizes cloud-based technologies to host its services. This ensures that your data is secure and accessible from any location in the world via the web.

Features of iPlanner.NET document management software

Real-time Dashboard

iPlanner.NET comes with an easy to use dashboard that provides users with real-time updates on recent changes, progress, and new developments related to business plan preparation on the platform. Also, users can kick-start a new business plan project from the dashboard and manage already existing business plan projects as well.

Business Plan Builder

iplanneriPlanner.NET comes with an intuitive business plan builder tool which consistently provides you with hints and advice during the business plan creation process. With this tool, you can effectively compose professional business plan without hassles.

For instance, the business plan builder tool provides you with the best possible structure for your business plan and also complete restructure of your business plan; this allows you to effectively convey essential information on your business plan document to others.

iPlanner.NET enables you to build a business plan by organizing the sections and also by adding or removing specific plan chapters based on your preference.

In addition, iPlanner.NET also enables users to upload documents, worksheets, presentation, reports, images or any kind of files as attachments to business plan sections.

Financial Plan Builder

iplanneriPlanner.NET document management software comes with corporate financial planning tools such as “what-if” financial modelling for making financial projections. In addition, iPlanner.NET comes with chart generators, financial calculators, worksheets, etc which enables users to make an effective financial analysis.

On the other hand, users can import already existing financial data from other external platforms such as Microsoft Excel into current business plan project.

Business Plan Templates

iPlanner.NET comes with a large repository of customizable business plan templates which can be personalized in creating professional business plans. This document management software comes with a built-in preview tool which allows users to preview business plan during the customization process.

In addition, iPlanner.NET document management software also allows users to save their business plan as new business plan templates for future use.

Business Plan Samples

With iPlanner.NET document management software, users are provided with business plan samples which consist of a comprehensive business plan report. iPlanner.NET provides users with a large variety of business plan samples which cuts across all niches or industries and can fit into any type of business.

On the other hand, these samples are past works which serve as guides for creating a new business plan; therefore, the samples are recommended as a guide but not to be copied.

Business Plan Exportation

iplannerUsers can export created business plan document in Word, HTML, or PDF file formats for external usage. Therefore, users can effectively edit, view, print, and manage created business plans without hassles.

My Team Builder

iplannerBusiness executives or team members can collaborate on a business plan most especially in a large enterprise environment. iPlanner.NET document management software enables multi-user access for a corporate account on the platform.

In addition, the administrator can perform administrative tasks such as adding new members; manage existing members and business plans. Also, the administrator can set user roles to the project owner, consultant, and viewer.

API Gateway

iPlanner.NET document management software comes with REST API for integration with their in-house software solutions such as CRM or ERP. This enables the user to import data such as KPIs, financial projections, sales forecast, etc from the iPlanner.NET platform.

Pricing

iplanneriPlanner.NET is applicable to all business sizes for their business plan document creation and management needs.

On the other hand, iPlanner.NET document management software offers level-based pricing options for intending users.

Each pricing plan is based on the number of business plan project a corporate organization can create and manage for each year. Also, each pricing plan has its own team which can engage in different roles such as the viewer, adviser, and project owner.

Nevertheless, iPlanner.NET offers intending users a free demo to test out its core features.

Here are the pricing plans for iPlanner.NET:

Plan A – $49 when billed annually

  • 1 business plan/team

Plan B – $149   when billed annually

  • Up to 5 business plans/teams

Plan C – $259   when billed annually

  • Up to 10 business plans/teams

Plan D – $1,390 when billed annually

  • Up to 50 business plans/teams
  • On-site training
  • Custom, in-house business plan templates

Plan E – $2,590 when billed annually

  • Up to 100 business plans/teams
  • On-site training
  • Custom, in-house business plan templates

Plan F – $4,990 when billed annually

  • Up to 200 business plans/teams
  • On-site training
  • Custom, in-house business plan templates

Note:

The annual payment is a one-off payment for a period of 12 months. Therefore, you can renew your subscription for another 12-month period after service expiration.

Also, the iPlanner.NET subscriber will be responsible for the travel and accommodation costs for the trainer handling the on-site training.

Technical Details

Supported devices: Windows, Web-based, Android, iPhone/iPad, Mac

Serviced Locations: India, United States, Canada, Mexico, Latin America, China, Asia, Brazil, Australia, United Kingdom, Middle-East, Africa, Japan, Germany, Europe,

Pricing model: Annual Subscription, Quote-based

Supported Languages: English, Swedish, Italian, Russian

Customer Types: Freelancers, Small business, Mid Size business, large enterprises, Non-Profits

Deployment: Cloud-Hosted

Support Details

iPlanner.NET document management software offers users the following support options:

Email Support

Online Support

Social Media: Facebook, Twitter, LinkedIn

Have you made use of iPlanner.NET document management software? Let us know by commenting below.