Combine AI, embedded learning, and collaboration tools in one intuitive platform
Auto-structures your plan with real-time prompts, pre-built sections, and polished formatting.
Purpose-built templates for business planning, nonprofit program logic, and strategic alignment.
Simplified, visual projections that adapt to your business model and assumptions.
Multi-user editing, permissions, and version history designed for growing teams.
Turn plans into tracked deliverables with boards, timelines, and KPIs.
The Enterprise plan is all-encompassing, designed for large organizations, institutions, and consulting groups needing scalable planning and execution. It goes beyond standard features to include:
“Servicemaster has used Plan Gene for three years to help develop our business and our strategic plan. We have grown 3 years in a row and the action plans that are established using Plan Genie are integral in holding all our people in our business accountable as we work towards our goal.”
Warren Groom, Servicemaster
“Plan Genie makes business Planning so much easier! We've found that it's gone from being a real chore to a fun exercise”
Krysta Francoeur, Studi09
“A MUST HAVE for any business owner who isn't exactly sure where they're going or how to get there (that would be most of us). And a must have for any business owner who is sure where they're going!”
David Wilmot, Chair, TEC Canada
“Would recommend to business owners—especially those facing significant organizational challenges.”
Mel Beaton, Commercial Law
“Plan Genie is easy to use and easy to adjust when the economy or business factors change. I would encourage all businesses to use Plan Genie.”
Warren Groom, Servicemaster
“The destination is one thing to figure out, the journey is a different exercise and a wee bit more complicated. Just like your GPS, Plan Genie will help you get there safe and sound. I am a Plan Genie disciple, and I approve of this review!”
David Wilmot, Chair, TEC Canada
“Business plans can be complicated, but Plan Genie is a simple way to get clarity, especially for our clients.”
Michele Devlin, MacDev Finance
“The framework is excellent. Provides a ton of clarity, particularly because I am really clear on sections 1–3 recently so could really tie to the action plans and see priorities.”
Allison Bran, Rex Marketing and Design
“I appreciate the structure and end-to-end matrix of the tool.”
Rob Robinson, Econotech
“Planning is very important and it gives clarity to the purpose of being in business.”
Ramandeep Baidwan, MDS Inc.
“I ‘get it’ and I am aligned with how you view planning in business, but this process and online tool made it less overwhelming to get started.”
Allison Bran, Rex Marketing and Design