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myPlan Review

myPlan OUR SCORE 81%
starting price $9.99
our score 81%
free trial
  1. What is myPlan
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Awards Section
  6. Technical Specifications
  7. Available Integrations
  8. Customer Support
  9. Pricing Plans
  10. Other Popular Software Reviews

What is myPlan?

myPlan is a financial forecasting software that helps you visualize your cash flow so that you can create more effective budgeting strategies. It estimates future profits, identifies budget plan deviations, and generates comprehensive and actionable reports. It also tracks your revenue and expenses, which can further help you control your cash flow and promote visibility and transparency. myPlan integrates with your existing accounting software, such as QuickBooks and Xero, to help you achieve efficiency in your workflow. It also automates most business planning functions so that you can keep yourself up-to-date on how adjustments affect your financial plans. myPlan is a cloud-hosted software, which enables you to access the platform anytime and anywhere through a mobile or web browser. Your data is encrypted with bank-grade security to protect your privacy in transit as well as at rest.

Product Quality Score

Ease of use
Customer support
Value for money

myPlan features

Main features of myPlan are:

  • Financial Planning
  • Reports
  • Variance Analysis
  • Integrations
  • Cash Flow Control
  • Business Profitability
  • Mobile Apps

myPlan Benefits


The main benefits of myPlan are financial forecasting, cash flow tracking, and actionable analytics.

Financial Forecasting

myPlan provides financial forecasting tools that can help you determine future expenses and profits. It collects your accounting data and converts them into simplified screens that enable you to visualize how your current financial performance will affect your future budget. It considers your revenue and expenses. Additionally, myPlan helps you determine your business profitability before implementing your campaigns and strategies to prevent a negative cash balance.

Cash Flow Tracking

myPlan tracks your cash flow and identifies deviations from your budget plan. The variance analysis tool calculates the difference and visualizes how the deviation can impact your actual budget as well as your future financial plans. myPlan also enables you to test financial strategies before enacting them to see how they will impact your revenue and expenses and help you set your expectations for each plan.

Actionable Analytics

myPlan generates actionable analytics that helps you with business planning. Available reports include profit and loss, balance sheet, and cash flow analytics, among others. myPlan is available on any web browser and has an iOS app so that you can access these reports anytime and anywhere.

Awards Section

Great User Experience Award
Rising Star 2020 Award
In our myPlan reviews the software has been distinguished with our:
- Great User Experience Award
- Rising Star Award

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

myPlan Integrations

The following myPlan integrations are currently offered by the vendor:

  • myBooks
  • QuickBooks
  • Xero

Customer Support


Pricing Plans

myPlan pricing is available in the following plans:

Free trial