“The Planner is a Canada-first business planning system that helps entrepreneurs build funding-ready business plans using guided AI workflows.”
What The Planner Does
The Planner is an intelligent business planning platform that helps founders, small businesses, and non-profits create professional, funding-ready business plans that meet the expectations of banks, investors, and grant reviewers.
Unlike generic templates or static AI tools, The Planner dynamically adapts to the user’s business type, stage, and funding goals. It guides users through the planning process step by step, selecting only the sections, prompts, and language that are relevant to their situation.
The result is a clear, credible, and submission-ready business plan—without requiring prior business planning experience, consultants, or weeks of manual work.
What Problem Does The Planner Solve?
Most entrepreneurs and non-profit leaders face the same challenges:
- They need a business plan for funding, grants, or loans
- They don’t know what funders actually expect to see
- Templates feel generic, outdated, or irrelevant
- AI tools produce content that sounds polished but fails credibility checks
- Hiring consultants is expensive, slow, and inaccessible
The Planner solves this by:
- Eliminating guesswork about what to include and what to exclude
- Translating complex business requirements into guided, decision-based prompts
- Producing plans that are jurisdiction-aware, funder-appropriate, and logically consistent
- Making professional planning accessible to businesses of any size
In short, it turns planning from a barrier into a clear, structured process.