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Market ResearchTop 10 Best Business Planner Software of 2026
Top 10 Business Planner Software picks ranked by features and ease of use. Compare Enloop, Upmetrics, and Bplans to find the best fit.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Enloop
Assumption-driven financial projections with built-in scenario comparisons
Built for solo operators and small teams forecasting revenues and expenses with scenarios.
Upmetrics
Financial projections builder that auto-populates assumptions into forecast outputs
Built for entrepreneurs building structured business plans with financial projections and milestones.
Bplans
Business plan templates paired with extensive example plans for each section
Built for solo founders and small teams drafting structured business plans quickly.
Related reading
Comparison Table
This comparison table evaluates business planner software such as Enloop, Upmetrics, Bplans, LivePlan, Prophix, and other popular options used for forecasting, budgeting, and plan creation. Readers can compare core capabilities like financial model building, templates, collaboration features, and export or reporting outputs to find the best match for specific planning workflows. The table also highlights how each tool supports ongoing revisions, so teams can align plans with real-time assumptions and targets.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Enloop Enloop generates scenario-based business plan models and forecasts with assumptions and reporting. | financial modeling | 8.1/10 | 8.5/10 | 7.9/10 | 7.9/10 |
| 2 | Upmetrics Upmetrics creates business plans with market research sections and integrates financial projections. | guided planning | 8.1/10 | 8.4/10 | 8.6/10 | 7.2/10 |
| 3 | Bplans Bplans provides business plan templates and guides that support market analysis inputs and planning structure. | templates | 7.9/10 | 8.0/10 | 8.3/10 | 7.3/10 |
| 4 | LivePlan LivePlan connects business plan inputs to budgeting and forecasting workflows with scenario views. | plan to forecast | 8.2/10 | 8.3/10 | 8.6/10 | 7.7/10 |
| 5 | Prophix Prophix supports planning and forecasting workflows with structured assumptions and reporting that can back business plans. | enterprise planning | 8.1/10 | 8.5/10 | 7.6/10 | 7.9/10 |
| 6 | Anaplan Anaplan enables connected planning models that can incorporate market assumptions into business planning scenarios. | enterprise modeling | 8.0/10 | 8.6/10 | 7.4/10 | 7.9/10 |
| 7 | Workday Adaptive Planning Workday Adaptive Planning supports scenario-based planning models and analytics for market-driven forecasts. | enterprise planning | 8.1/10 | 8.6/10 | 7.6/10 | 7.9/10 |
| 8 | Clario Clario supports privacy-aware business research workflows that inform planning inputs and decisions. | research enablement | 6.5/10 | 6.1/10 | 7.0/10 | 6.4/10 |
| 9 | Market Brew Market Brew helps build startup market research and go-to-market planning deliverables with structured outputs. | market research planning | 7.2/10 | 7.4/10 | 7.6/10 | 6.6/10 |
| 10 | Remesh Remesh runs audience feedback sessions that generate insights for market research sections of business plans. | customer research | 7.2/10 | 7.4/10 | 7.0/10 | 7.2/10 |
Enloop generates scenario-based business plan models and forecasts with assumptions and reporting.
Upmetrics creates business plans with market research sections and integrates financial projections.
Bplans provides business plan templates and guides that support market analysis inputs and planning structure.
LivePlan connects business plan inputs to budgeting and forecasting workflows with scenario views.
Prophix supports planning and forecasting workflows with structured assumptions and reporting that can back business plans.
Anaplan enables connected planning models that can incorporate market assumptions into business planning scenarios.
Workday Adaptive Planning supports scenario-based planning models and analytics for market-driven forecasts.
Clario supports privacy-aware business research workflows that inform planning inputs and decisions.
Market Brew helps build startup market research and go-to-market planning deliverables with structured outputs.
Remesh runs audience feedback sessions that generate insights for market research sections of business plans.
Enloop
financial modelingEnloop generates scenario-based business plan models and forecasts with assumptions and reporting.
Assumption-driven financial projections with built-in scenario comparisons
Enloop stands out by turning business planning into a guided, spreadsheet-like workflow that focuses on forecasting and assumptions. Core modules generate revenue and expense projections from inputs, then visualize outcomes through charts and summary dashboards. Built-in scenario support helps compare assumption sets across time, with outputs designed for board and investor-style review.
Pros
- Guided planning flow converts assumptions into financial projections quickly
- Scenario comparisons make assumption changes easy to evaluate
- Charted outputs support investor-ready one-page style reviews
Cons
- Planning customization can feel limited outside its core financial model
- Spreadsheet-style setup still requires careful data hygiene
- Collaboration and document workflows are less comprehensive than full suites
Best For
Solo operators and small teams forecasting revenues and expenses with scenarios
More related reading
Upmetrics
guided planningUpmetrics creates business plans with market research sections and integrates financial projections.
Financial projections builder that auto-populates assumptions into forecast outputs
Upmetrics stands out with business-plan templates that turn outlines into structured sections with built-in guidance for planning. It supports goal setting, financial projections, and KPI-style progress tracking inside a single workspace so business plans stay tied to numbers and milestones. The tool also enables exporting and sharing plan content, which makes it easier to reuse the same plan across investors, partners, and internal reviews. Its strongest workflow focuses on planning documents and decision-ready financial tables rather than team-wide project execution features.
Pros
- Template-driven plan building keeps sections and assumptions consistent
- Integrated financial projections connect budgeting to the business narrative
- Export and share workflows support investor and internal review cycles
- Built-in guidance reduces blank-page planning friction
- Milestone and progress tracking supports plan follow-through
Cons
- Collaboration and permissions tools are less robust than dedicated PM platforms
- Advanced modeling customization is limited versus spreadsheet-first workflows
- Project execution features are minimal beyond plan milestones
- Versioning depth can lag behind document management tools
Best For
Entrepreneurs building structured business plans with financial projections and milestones
Bplans
templatesBplans provides business plan templates and guides that support market analysis inputs and planning structure.
Business plan templates paired with extensive example plans for each section
Bplans stands out with an extensive library of business plan examples and ready-to-fill templates that guide section-by-section planning. The platform supports building a full plan with prompts across market, operations, marketing, and finance sections while keeping documents structured for review. It also offers a plan builder experience designed to reduce blank-page friction and support iterative editing.
Pros
- Template-driven planning helps produce complete business plans faster
- Example library provides concrete models for narrative, formatting, and structure
- Section prompts reduce omissions across market, operations, and finance
Cons
- Template approach limits flexibility for highly customized planning workflows
- Financial depth is more guidance-focused than modeling-heavy
- Collaboration and version control tools are minimal for teams
Best For
Solo founders and small teams drafting structured business plans quickly
More related reading
LivePlan
plan to forecastLivePlan connects business plan inputs to budgeting and forecasting workflows with scenario views.
Financial statement updates generated directly from budgeting assumptions
LivePlan stands out for its guided business planning workflow that turns assumptions into live financial statements. The platform generates monthly cash flow, profit and loss, and balance sheet outputs from entered drivers like revenue, pricing, and expenses. It also supports plan versioning and exports for sharing with stakeholders. Scenario editing and chart views help compare assumptions across time while keeping the plan tied to the financial model.
Pros
- Assumption-to-statement modeling connects inputs to P&L and cash flow automatically
- Monthly planning structure supports realistic operating timelines
- Built-in graphs make plan assumptions easy to review and explain
- Plan organization and exports support stakeholder sharing
Cons
- Template-driven structure can limit flexible modeling for complex businesses
- Scenario analysis is less robust than dedicated financial modeling tools
- Collaboration and advanced permission controls are limited
- Data import is not comprehensive for fully automated plan maintenance
Best For
Solo operators and small teams building monthly forecasts for fundraising.
Prophix
enterprise planningProphix supports planning and forecasting workflows with structured assumptions and reporting that can back business plans.
Driver-Based Planning for assumption-driven forecasts with automated calculations
Prophix stands out for turning planning, budgeting, and forecasting into a structured workflow with automated calculations and controlled approvals. Core capabilities include multi-dimensional budgeting, driver-based modeling, and performance dashboards that connect plans to actuals. The platform also supports reporting, data imports, and collaboration features designed to keep planning cycles repeatable across departments.
Pros
- Workflow-driven budgeting with approval controls for consistent planning cycles
- Driver-based modeling supports reusable assumptions across forecasts
- Multi-dimensional planning and calculation engine fits complex account structures
- Dashboards connect planned and actual results for faster variance analysis
Cons
- Model setup requires careful design to avoid slow calculations
- Advanced configuration can feel heavy without dedicated admin support
Best For
Mid-size to enterprise finance teams standardizing budgeting and forecasting
Anaplan
enterprise modelingAnaplan enables connected planning models that can incorporate market assumptions into business planning scenarios.
Anaplan Modeling with optimization and scenario planning for driver-based forecasts
Anaplan stands out with a connected planning model approach that links workforce, finance, and operational drivers in one governed workspace. Core capabilities include dimensional modeling, rule-based calculations, scenario planning, and real-time collaboration with version control. Business planning teams can publish interactive dashboards and manage planning cycles through workflows, approvals, and role-based access.
Pros
- One model supports scenario planning, budgeting, and operational forecasts
- Strong governance with role-based access, change management, and auditability
- Fast interactive dashboards that pull from live planning data
Cons
- Modeling requires discipline and planning expertise to stay maintainable
- Workflow configuration and data integration can slow initial rollout
- Complex scenarios increase build time and long-term administration effort
Best For
Enterprises needing governed, driver-based planning across finance and workforce teams
More related reading
Workday Adaptive Planning
enterprise planningWorkday Adaptive Planning supports scenario-based planning models and analytics for market-driven forecasts.
Adaptive Planning scenario modeling for side-by-side forecasting and budget comparisons
Workday Adaptive Planning stands out for combining scenario-based planning with a Workday-integrated data model and planning cycles. It supports driver-based planning, budgeting, forecasting, and close processes with multi-dimensional structures for financial and operational views. The platform emphasizes workflow-driven approvals and rollups across entities to help teams manage planning ownership. It is especially strong for organizations that standardize planning calendars and need consistent performance reporting across departments.
Pros
- Driver-based planning supports complex budgeting and forecasting structures
- Scenario planning enables fast comparisons across assumptions and planning runs
- Workflow approvals and ownership controls strengthen planning governance
- Tight Workday data alignment improves consistency between planning and finance
Cons
- Model setup and data mapping require specialized implementation effort
- Advanced configurations can slow changes for teams without admins
- Extensibility beyond standard planning patterns can feel constrained
- Reporting flexibility depends on model design and permissions
Best For
Mid-size to enterprise planning teams standardizing budgeting, forecasting, and approvals
Clario
research enablementClario supports privacy-aware business research workflows that inform planning inputs and decisions.
Tracking and privacy protection for web research used to build business plans
Clario focuses on browser-based privacy and data protection rather than business planning workflows. It offers security tooling like website and app tracking safeguards, privacy controls, and malware-style protection behaviors that support safer research habits. For business planning, it contributes indirectly by reducing exposure while teams gather competitive insights and review sensitive documents. It lacks core planner functions such as budgeting templates, roadmap boards, and automated scenario modeling.
Pros
- Strong privacy and tracking protection during planning research sessions
- Browser-focused controls that reduce risky data exposure
- Simple setup that works immediately for web-based tasks
Cons
- No business planning modules like roadmaps, budgets, or OKRs
- Limited support for structured forecasts and scenario comparisons
- Document collaboration and plan approvals are not part of the tool
Best For
Teams needing safer research and privacy controls alongside planner tools
More related reading
Market Brew
market research planningMarket Brew helps build startup market research and go-to-market planning deliverables with structured outputs.
Pitch-focused planning templates that organize market, positioning, and messaging into a single draft
Market Brew stands out with pitch-focused planning workflows that translate customer and market research into investor-ready documents. The platform supports go-to-market planning with structured worksheets for positioning, target segments, and messaging. It also emphasizes collaboration and iteration through shared planning assets and revisions across a planning cycle.
Pros
- Pitch-oriented planning templates convert research into clear business sections
- Structured go-to-market worksheets reduce blank-page planning work
- Shared planning assets support team collaboration and iteration
Cons
- Business planning depth can feel template-bound for complex models
- Limited evidence of advanced financial modeling automation compared to specialist tools
- Export and integration options are not as robust as general-purpose planners
Best For
Early-stage teams turning customer research into investor-ready go-to-market plans
Remesh
customer researchRemesh runs audience feedback sessions that generate insights for market research sections of business plans.
AI-guided question flows that convert stakeholder interviews into structured summaries
Remesh stands out for converting stakeholder input into structured output via AI-assisted interviews and workflows. It supports collaborative research sessions that capture objectives, assumptions, risks, and decision criteria in a repeatable format. Teams can synthesize responses into summary artifacts useful for business planning scenarios like go-to-market reviews and requirement gathering. The tool’s strongest fit is using guided question flows to reduce planning ambiguity rather than building full plan documents from scratch.
Pros
- Guided interview flows turn qualitative input into structured planning artifacts
- Fast synthesis of stakeholder responses into decision-ready summaries
- Collaboration tools support shared research and planning alignment
- Repeatable questioning helps standardize business planning assumptions
Cons
- Output structure can feel rigid for highly customized business templates
- Less suitable for building polished final plan documents end to end
- Requires careful prompt and question design to avoid weak results
Best For
Teams needing interview-driven research to inform business plans and decisions
How to Choose the Right Business Planner Software
This buyer's guide explains how to choose Business Planner Software by mapping planning workflows, forecasting strength, and collaboration needs across Enloop, Upmetrics, Bplans, LivePlan, Prophix, Anaplan, Workday Adaptive Planning, Clario, Market Brew, and Remesh. It breaks down key capabilities like scenario-based projections, driver-based modeling, approval workflows, and research-to-planning inputs. It also lists common buying mistakes and gives a step-by-step decision framework for selecting the right fit.
What Is Business Planner Software?
Business Planner Software turns business assumptions into structured plans, financial outputs, and decision-ready artifacts such as forecasts, dashboards, and business plan sections. It solves problems like connecting revenue and expense drivers to monthly financial statements, structuring market and go-to-market narratives, and running repeatable planning cycles with scenario comparisons. Tools like Enloop focus on assumption-driven financial projections with built-in scenario comparisons, while LivePlan generates monthly cash flow, profit and loss, and balance sheet outputs from budgeting inputs. For broader planning governance across teams, Anaplan and Workday Adaptive Planning combine scenario planning with role-based access, workflows, and interactive dashboards.
Key Features to Look For
The right Business Planner Software reduces friction between assumptions, outputs, and stakeholder review by matching planning structure to the way teams work.
Assumption-driven financial projections with scenario comparisons
Enloop generates revenue and expense projections from inputs and highlights outcomes with built-in scenario comparisons so assumption changes can be evaluated quickly. LivePlan connects budgeting assumptions directly to live financial statements and supports scenario editing with chart views for comparing assumptions across time.
Financial projections that auto-populate from assumptions into forecast outputs
Upmetrics uses a financial projections builder that auto-populates assumptions into forecast outputs, which keeps the business narrative aligned to the numbers. LivePlan provides the same assumption-to-statement linkage by generating cash flow, profit and loss, and balance sheet outputs from drivers like revenue, pricing, and expenses.
Business-plan templates with section prompts and example-driven structure
Bplans provides ready-to-fill business plan templates with prompts across market, operations, marketing, and finance sections and pairs them with an extensive example plan library. Upmetrics also reduces blank-page friction with template-driven plan building that structures outlines into consistent sections.
Monthly forecasting built on drivers and statement outputs
LivePlan emphasizes a monthly planning structure that produces realistic operating timelines and connects inputs to P&L and cash flow automatically. Enloop focuses more on scenario-based forecasting rather than strictly monthly operating cycles, so LivePlan fits best when monthly statement outputs drive review.
Driver-based planning with multi-dimensional models and automated calculations
Prophix delivers driver-based planning with a calculation engine that supports multi-dimensional budgeting and automated calculations. Anaplan expands on driver-based modeling with dimensional modeling, rule-based calculations, and a governed workspace for scenario planning and operational forecasting.
Workflow approvals, role-based access, and planning governance
Workday Adaptive Planning emphasizes workflow-driven approvals and ownership controls with rollups across entities, which supports standardized planning calendars and consistent performance reporting. Prophix includes controlled approvals for repeatable planning cycles, while Anaplan adds role-based access, version control, and auditability for governed planning changes.
How to Choose the Right Business Planner Software
Selection should match the planning deliverable type, the required model complexity, and the governance level to the tool’s built-in workflow.
Start from the output that must be produced every cycle
If the main requirement is monthly financial statements that stay synchronized to budgeting assumptions, LivePlan is built around P&L, cash flow, and balance sheet outputs generated from entered drivers. If scenario comparison is the primary decision need for a smaller forecasting scope, Enloop uses assumption-driven financial projections and built-in scenario comparisons designed for fast evaluation.
Choose the modeling approach based on how complex the drivers are
For teams that need driver-based planning across complex account structures, Prophix supports multi-dimensional planning and automated calculations. For enterprise-scale connected planning across finance and workforce drivers, Anaplan combines dimensional modeling, rule-based calculations, and scenario planning in one governed workspace.
Match the business document workflow to the planning workflow
For structured business plan drafting where narrative and numbers must stay aligned, Upmetrics ties template-driven sections to financial projections and supports milestone and progress tracking. For teams that want section-by-section business plan templates plus a large library of example plans, Bplans provides prompts across market, operations, marketing, and finance with example-driven structure.
Ensure scenario and stakeholder review workflows match real approval needs
For stakeholder review that depends on side-by-side forecasting and budget comparisons, Workday Adaptive Planning supports scenario planning and chartable comparisons plus workflow approvals and ownership controls. For repeatable planning cycles with controlled approvals, Prophix supports approvals and performance dashboards that connect planned and actual results for variance analysis.
Add research and collaboration tools only when they complement planning outputs
If planning inputs must be informed by structured interviews, Remesh runs AI-assisted interview flows that convert stakeholder input into structured summaries useful for go-to-market reviews and requirement gathering. If the team’s immediate blocker is safer web research during sensitive competitive analysis, Clario provides browser-based tracking and privacy protection but lacks core planner functions like budgeting templates and scenario modeling.
Who Needs Business Planner Software?
Different planning roles need different combinations of templates, financial modeling depth, scenario capability, and governance.
Solo operators and small teams forecasting revenues and expenses with scenario comparisons
Enloop fits this group because it generates scenario-based revenue and expense forecasts from inputs and compares assumption sets across time. LivePlan also fits teams doing monthly forecasts for fundraising because it updates cash flow, P&L, and balance sheet statements directly from budgeting assumptions.
Entrepreneurs building structured business plans with financial projections and milestones
Upmetrics fits because it uses templates that build structured business plan sections and a financial projections builder that auto-populates assumptions into forecast outputs. It also includes goal setting with KPI-style progress tracking tied to numbers and milestones.
Solo founders and small teams that want section structure and example-driven drafting speed
Bplans fits because it provides business plan templates plus an extensive example library for each section, which reduces omission risk across market, operations, marketing, and finance. It supports iterative editing while keeping documents structured for review.
Mid-size to enterprise finance teams standardizing budgeting, forecasting, and approvals
Prophix fits because it delivers driver-based planning with automated calculations, dashboards that connect planned and actuals, and controlled approvals to keep planning cycles consistent. Workday Adaptive Planning fits when planning calendars, workflow ownership, and rollups across entities are central to governance.
Common Mistakes to Avoid
Common failure patterns come from mismatching the planning workflow, model flexibility, and governance needs to what each tool is designed to do.
Buying a document template tool for complex financial modeling work
Bplans and Upmetrics work best when planning structure and narrative-to-projection alignment matter more than highly customized modeling. Enloop and LivePlan fit better when assumptions must turn into forecasts and statement outputs with scenario views.
Choosing a spreadsheet-style workflow without validating data hygiene
Enloop’s guided, spreadsheet-like setup can produce accurate projections only when input data quality is consistent. LivePlan also relies on entered drivers, so weak driver inputs will flow into cash flow, P&L, and balance sheet outputs.
Underestimating implementation discipline for governed, connected planning models
Anaplan requires modeling discipline to stay maintainable, and workflow configuration plus data integration can slow initial rollout. Workday Adaptive Planning also depends on model setup and data mapping work that can be heavy without specialized implementation effort.
Using research security or interview capture tools as full business plan engines
Clario focuses on browser-based privacy and tracking safeguards and does not provide budgeting templates, roadmaps, or automated scenario modeling. Remesh converts stakeholder interviews into structured summaries, but it is less suitable for building polished final plan documents end to end.
How We Selected and Ranked These Tools
We evaluated every tool on three sub-dimensions with features weighted at 0.4, ease of use weighted at 0.3, and value weighted at 0.3. The overall rating is the weighted average using overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Enloop separated itself from lower-ranked tools by combining a high feature score for assumption-driven financial projections and scenario comparisons with a workflow that supports fast forecasting and decision-ready outputs for smaller teams.
Frequently Asked Questions About Business Planner Software
Which business planner tool turns assumptions into full financial statements automatically?
LivePlan generates monthly cash flow, profit and loss, and balance sheet outputs directly from entered drivers like revenue, pricing, and expenses. Enloop also focuses on assumption-driven projections, but its workflow centers on forecasting inputs and scenario comparisons through dashboards.
How do Enloop and Upmetrics differ for building scenarios and tracking progress?
Enloop supports scenario comparison by letting teams evaluate different assumption sets across time in a chart-and-dashboard workflow. Upmetrics keeps plans tied to numbers and milestones by pairing structured business-plan sections with KPI-style progress tracking.
Which tool is best for standardized budgeting and approvals across departments?
Prophix fits departments that need controlled approvals and repeatable planning cycles with multi-dimensional budgeting and automated calculations. Workday Adaptive Planning adds workflow-driven approvals and rollups tied to a planning calendar, and it also emphasizes consistent performance reporting across entities.
What platform is designed for governed, driver-based planning across finance and workforce drivers?
Anaplan supports a connected planning model that links workforce and finance drivers in one governed workspace with rule-based calculations and real-time collaboration. Workday Adaptive Planning overlaps on scenario-based planning, but it is built around Workday-influenced data structures and planning cycles.
Which option helps founders draft a complete business plan from prompts without starting from blank pages?
Bplans reduces blank-page friction with ready-to-fill templates and extensive example plans across market, operations, marketing, and finance sections. Upmetrics similarly guides structured sections, but it emphasizes financial projections and milestone-based progress inside a single workspace.
Which tools focus more on go-to-market planning and investor-ready documents than on full budgeting models?
Market Brew organizes customer and market research into go-to-market worksheets for positioning, target segments, and messaging, then supports collaboration and iteration across revisions. Remesh captures stakeholder inputs via AI-assisted interviews and converts them into structured summaries that can feed go-to-market scenario work.
Which planner supports stakeholder review workflows through exports and plan versioning?
LivePlan includes plan versioning and exports that help share assumptions and outcomes with stakeholders. Upmetrics also supports exporting and sharing plan content, while Enloop emphasizes scenario dashboard outputs designed for board and investor-style review.
What common technical requirement helps planning teams keep forecast models consistent over time?
Enloop’s assumption-driven projections and scenario comparisons help keep updates consistent when inputs change. Prophix and Anaplan add stronger model governance through automated calculations and structured driver-based modeling that supports controlled changes across planning cycles.
How should teams use Clario alongside business planner software without expecting it to replace planning features?
Clario is built for browser-based privacy and tracking safeguards, malware-style protection behaviors, and safer research habits rather than budgeting templates or scenario modeling. It can support research workflows feeding tools like Market Brew or Bplans, but it lacks core planner functions such as financial projections and driver-based forecasting.
Conclusion
After evaluating 10 market research, Enloop stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Referenced in the comparison table and product reviews above.
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