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PlanMason
What PlanMason is
PlanMason is web software for preparing financial projections and related planning documents. It provides guidance for completing sections, supports scenario planning, and includes team collaboration for people working on a plan together. Documents can be exported in DOCX or XLSX format. The listed PlanMason plan costs $99, paid once, billed as a one-time payment per plan with no subscription. That plan includes a 36-month proforma and one revision. PlanMason uses a paid pricing model and does not offer a free plan. Its scenario tools are intended for examining different projection cases, while section guidance helps organize the plan. Team collaboration allows multiple people to work with the product. Access is through the web platform, making a browser the listed way to use the software. Buyers should check whether the included projection period and single revision match their planning requirements.
Who it suits
PlanMason suits people creating financial projections who need section guidance, scenario planning, document exports, and collaboration through a web platform. It may fit users who prefer a one-time plan payment rather than a subscription.
What it does well
- Includes financial projections
- Supports scenario planning
- Exports DOCX and XLSX
- Provides section guidance
- Includes team collaboration
What to know first
- No free plan
- One revision included
- 36-month proforma scope
- Web platform only
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| PlanMason plan | One-time payment per plan; no subscription · 36-month proforma · One revision | $99, paid once |
As planmason.com lists them, read 25 Sept 2026. The maker's own page has the final word.
Verdict
PlanMason combines projections, guided sections, scenarios, collaboration, and two document export formats. Its one-time $99, paid once plan includes a 36-month proforma and one revision, so those limits should suit your work before purchase.
Where PlanMason stands on Freedom251
- Business Plan Software#38 of 39