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How to use BusinessPlanner, step by step.

Choosing a low-risk idea

Six questions to ask before you spend time or money on an idea.

Sole trader or limited company?

Why you can start without a company, and when to look into one.

Getting started

Create an account, sign in and find your way around in ten minutes.

The Planner roadmap

A step-by-step path from idea to launch, saved to your account.

The planning tools

What each tool is for and how to use it well.

Several businesses on one account

Plan more than one business and switch between them.

Accounting: Xero and Zelt

See invoices, cash and payroll next to your plan.

AI features

Risk reports, step suggestions and document drafts, and their limits.

Your account and your data

Signing in, signing out, passwords and what is stored.

Questions and fixes

Answers to common questions and what to do when something looks wrong.