Planium Pro

Spec sheet

What it does

Planium Pro is cloud software for creating strategic business plans covering marketing, operations and finance.Read 15 Oct 2026 · planiumpro.com

API

SourceForge's product listing says Planium Pro offers API access.Read 15 Oct 2026 · sourceforge.net

Integrations

The product advertises importing financial data from MYOB, Xero and QuickBooks.Read 15 Oct 2026 · planiumpro.com

Support

Support is offered through email, phone and live chat, with the site advertising 24/7 live support in product pages.Read 15 Oct 2026 · planiumpro.com

Headquarters

The maker lists its Australian office at Level 18, 324 Queen Street, Brisbane, Queensland, Australia, and a US address in Menlo Park, California.Read 15 Oct 2026 · planiumpro.com

Business information

The business-information section captures mission, vision, values, opportunities, organisational structure and team experience.Read 15 Oct 2026 · planiumpro.com

Cloud deployment

The software requires a web browser and internet connection; there is no installation package and updates are automatic.Read 15 Oct 2026 · planiumpro.com

Collaboration

Projects support multiple users, real-time collaboration, external-user permissions and an internal communication channel.Read 15 Oct 2026 · planiumpro.com

Company legal name

The service is operated by Levant Software Technology Pty Ltd, ACN 622 319 653.Read 15 Oct 2026 · planiumpro.com

Dashboards

Visual dashboards turn sales and financial data into charts for monitoring goals and performance.Read 15 Oct 2026 · planiumpro.com

Documentation

The maker provides Advanced and Lite knowledge bases, sample plans, video tutorials and educational resources.Read 15 Oct 2026 · planiumpro.com

Export formats

The maker says plans can be exported as editable Word and PDF files, and also lists Excel and HTML exports.Read 15 Oct 2026 · planiumpro.com

Financial forecasting

The finance module creates forecasts, compares actuals with estimates and supports sensitivity analysis for different scenarios.Read 15 Oct 2026 · planiumpro.com

Financial statements

Professional plans generate sales forecasts, profit-and-loss statements, balance sheets, cash-flow statements, tax schedules, valuations and industry benchmarks.Read 15 Oct 2026 · planiumpro.com

Forecast horizon

The homepage advertises financial forecasts covering up to ten years.Read 15 Oct 2026 · planiumpro.com

Founded year

SourceForge lists Levant Software Technology as founded in 2017 in Australia.Read 15 Oct 2026 · sourceforge.net

Limit: no free plan

The available product listings show a free trial but no continuing free plan.Read 15 Oct 2026 · getapp.com

Limit: website glitches

The sole G2 reviewer reported that the website can be glitchy, although support resolved issues fairly quickly.Read 15 Oct 2026 · g2.com

Marketing analysis

Marketing tools include unique-selling-proposition, PESTEL, Five Forces, competitor, risk, SWOT and segmentation analyses.Read 15 Oct 2026 · planiumpro.com

Money-back guarantee

Paid memberships carry a 60-day money-back guarantee according to the maker.Read 15 Oct 2026 · planiumpro

Notable news

SourceForge published a Q&A feature about Planium Pro on January 20, 2021.Read 15 Oct 2026 · sourceforge.net

Offline limitation

The support FAQ states that Planium Pro cannot be used without an internet connection.Read 15 Oct 2026 · planiumpro.com

Operations management

Operations tools consolidate routine processes, resources, gap analysis and capacity planning in one workspace.Read 15 Oct 2026 · planiumpro.com

Payment protection

Credit-card transactions are described as using bank-level PCI-compliant SSL encryption and payments are processed through Stripe.Read 15 Oct 2026 · planiumpro

Praise: financial modelling

A G2 reviewer praised the product for financial modelling and planning usefulness.Read 15 Oct 2026 · g2.com

Praise: overall user sentiment

GetApp reports 100% positive reviews and a 4.8/5 overall score from six reviews.Read 15 Oct 2026 · getapp.com

Praise: support and responsiveness

Capterra review material says the team responds quickly and that integration was easy.Read 15 Oct 2026 · capterra.com

Rating on Capterra

4.8 out of 5 from 6 reviewsRead 15 Oct 2026 · capterra.com

Rating on G2

5.0 out of 5 from 1 reviewRead 15 Oct 2026 · g2.com

Rating on GetApp

4.8 out of 5 from 6 reviewsRead 15 Oct 2026 · getapp.com

Rating on SourceForge

5.0 out of 5 from 1 reviewRead 15 Oct 2026 · sourceforge.net

Reporting

Reports can include automated tables of contents, appendices, diagrams, graphics and configurable layouts.Read 15 Oct 2026 · planiumpro.com

Security controls

The maker states that data is sent over HTTPS, passwords are hashed, data is written to multiple disks, backed up daily and stored in multiple locations.Read 15 Oct 2026 · planiumpro.com

Security infrastructure

The service says it runs on a dedicated network protected by firewalls and that staff access plan data only with customer approval for support.Read 15 Oct 2026 · planiumpro

Target users

The maker positions it for business advisers, accountants, consultants and small to medium-sized businesses.Read 15 Oct 2026 · planiumpro.com

Plans and prices

Every Planium Pro plan and price →

Where Specifiction places it

• Business Plan Software#3 of 398.7