PlanReady
The facts below are what the maker publishes about PlanReady, checked and dated. Our editors have not written about it yet.
Plans and prices
From PlanReady's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $20 a month | Unlimited revisions · AI-assisted editing · PDF & Word exports · SBA-format business plans · Billed monthly - cancel anytime |
| Single plan | $79, paid once | One business plan, yours to keep · 30 days of revision access · PDF & Word exports · Pay once - no subscription |
| Starter | $144 a year | Everything in monthly · Save 40% · Priority export · Early access to new formats · Billed annually - $144/yr |
The facts
Each one read from PlanReady's own pages, with the date it was checked.
What it does
- AI editing
- Users can request changes to plan sections and receive paragraph-by-paragraph revisions that preserve the same voice and facts.checked 11 Oct 2026
- Data retention
- The privacy policy says data is retained for 90 days after account cancellation and can be deleted on request via Account Settings.checked 11 Oct 2026
- Exports
- Plans can be exported as PDF or Word documents with a cover page, table of contents, page numbers, and SBA-spec margins.checked 11 Oct 2026
- Financial projections
- Users can adjust revenue growth, gross margin, rent, and headcount, and the three financial statements recalculate in real time.checked 11 Oct 2026
- Guarantee
- Every plan includes a 30-day refund guarantee if the customer's lender rejects the plan and the customer sends feedback within 30 days.checked 11 Oct 2026
- Limitations
- PlanReady says its AI-generated documents are not legal, accounting, or financial advice and recommends professional review before relying on them.checked 11 Oct 2026
- Privacy data
- The privacy policy says PlanReady collects intake answers, financial details, email, and payment metadata to generate plans.checked 11 Oct 2026
- Service providers
- The privacy policy names Stripe for payments, Anthropic for AI generation, Resend for email, PostHog for analytics, and Supabase for database and authentication.checked 11 Oct 2026
- Support
- The site says customers can email [email protected] and receive a reply within a day.checked 11 Oct 2026
- Terms
- The terms say subscriptions are billed monthly or annually, can be canceled at any time, and accounts may be suspended for service abuse.checked 11 Oct 2026
- What it does
- PlanReady generates a custom business plan with narrative, three-year financials, and exports in under five minutes.checked 11 Oct 2026
Money
- Personalized plans
- The site says each paragraph is generated from the customer's answers and the plan has no placeholder text.checked 11 Oct 2026
- Plan purposes
- It offers plan styles for SBA loans, investor pitches, internal planning, and course assignments.checked 11 Oct 2026
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