PlanReady

Plans and prices

Every plan, in full

On the record

AI editing

Users can request changes to plan sections and receive paragraph-by-paragraph revisions that preserve the same voice and facts.planready.ai · read 11 Oct 2026

Data retention

The privacy policy says data is retained for 90 days after account cancellation and can be deleted on request via Account Settings.planready.ai · read 11 Oct 2026

Exports

Plans can be exported as PDF or Word documents with a cover page, table of contents, page numbers, and SBA-spec margins.planready.ai · read 11 Oct 2026

Financial projections

Users can adjust revenue growth, gross margin, rent, and headcount, and the three financial statements recalculate in real time.planready.ai · read 11 Oct 2026

Guarantee

Every plan includes a 30-day refund guarantee if the customer's lender rejects the plan and the customer sends feedback within 30 days.planready.ai · read 11 Oct 2026

Limitations

PlanReady says its AI-generated documents are not legal, accounting, or financial advice and recommends professional review before relying on them.planready.ai · read 11 Oct 2026

Personalized plans

The site says each paragraph is generated from the customer's answers and the plan has no placeholder text.planready.ai · read 11 Oct 2026

Plan purposes

It offers plan styles for SBA loans, investor pitches, internal planning, and course assignments.planready.ai · read 11 Oct 2026

Privacy data

The privacy policy says PlanReady collects intake answers, financial details, email, and payment metadata to generate plans.planready.ai · read 11 Oct 2026

Service providers

The privacy policy names Stripe for payments, Anthropic for AI generation, Resend for email, PostHog for analytics, and Supabase for database and authentication.planready.ai · read 11 Oct 2026

Support

The site says customers can email [email protected] and receive a reply within a day.planready.ai · read 11 Oct 2026

Terms

The terms say subscriptions are billed monthly or annually, can be canceled at any time, and accounts may be suspended for service abuse.planready.ai · read 11 Oct 2026

What it does

PlanReady generates a custom business plan with narrative, three-year financials, and exports in under five minutes.planready.ai · read 11 Oct 2026

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