LivePlan 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

LivePlan

4.5

(198)

Pricing

Starting at $20.00 per month

About LivePlan

LivePlan supports entrepreneurs and small-to-medium sized business in planning, funding, and growing their business.

Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see.

Quickly create your pitch to lenders and investors in LivePlan in less than 30 minutes.

Get feedback, allow others to view your pitch, plan or reports, and ensure everyone is one the same page by granting access to collaborators and guests.

No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter when starting and running a successful business. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data.

Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus.

With the ability to create multiple financial scenarios and projections, you'll be able to see how decisi...

LivePlan Screenshots

LivePlan Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Standard

$20.00

flat rate, per month

Plan includes:

Automatic Financial Statements
Full Financial Forecast
One-Page Pitch Builder
Step-By-Step Instructions
550+ Sample Plans
LivePlan Assistant [AI-Powered]
Lender Ready Financial Statements

Premium

$40.00

flat rate, per month

Plan includes:

Full Financial Forecast
Industry Benchmark Data
Step-By-Step Instructions
One-Page Pitch Builder
Performance Dashboards
"What-if" Forecast Scenarios
Syncs With Xero & Quickbooks
550+ Sample Plans
Lender Ready Financial Statements

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

LivePlan Features

Features of LivePlan
Accounting
Activity Dashboard
API
Benchmarking
Budgeting/Forecasting
Business Plan Templates
Cash Flow Management
Cash Management
Collaboration Tools
Commenting/Notes
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Drag & Drop
Expense Management
Financial Analysis
Financial Management
Financial Modeling
Financial Reporting
Financial Templates
Forecasting
For Small Businesses
Goal Setting/Tracking
Graphical Data Presentation
Income & Balance Sheet
Investor Management
Modeling & Simulation
Multi-Company
Multi-Currency
Performance Metrics
Pitch Presentation
Planning Tools
Predictive Analytics
Profit/Loss Statement
Progress Tracking
Project Management
Real-Time Data
Real-Time Reporting
Reporting/Analytics
Reporting & Statistics
Sales Trend Analysis
Scenario Planning
Step-by-Step Wizard
Strategic Planning
Task Management
Third-Party Integrations
Transaction Management
Visual Analytics
"What If" Scenarios

LivePlan Integrations

Xero

QuickBooks Online Advanced

QuickBooks Online

LivePlan User Reviews

Overall Rating

4.5

Ratings Breakdown

72%

20%

Secondary Ratings

Ease of Use

4.5

Value for money

4.3

Customer support

4.4

Functionality

4.4

Mohammed A.

Verified reviewer

E-Learning

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed May 2025

Powerful & User-Friendly, But Lacks Arabic Support & Advanced Customization

Overall, LivePlan has been an excellent tool—simple, fast, and packed with smart features. The interactive dashboards and AI tools transformed how I approach business planning. However, the lack of multilingual support (especially Arabic) and advanced visualization controls keeps it from being perfect. I’d highly recommend it, but with hope for future updates to bridge these gaps!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Intuitive and visually appealing interface that makes working with numbers and charts enjoyable. Exceptional reporting tools for creating business plans, financial reports, and presentations quickly. AI-powered features that speed up plan creation by 10x—a game-changer!

Cons:

No native Arabic support, which remains a persistent hurdle despite two years of use. Limited customization for dashboards/charts (e.g., no PowerPoint-like control for dynamic presentations).

Reasons for switching to LivePlan

ideaBuddy is cheaper but doesn't offer as much customization and features as liveplan.

Vendor Response

Mohammed, Thank you so much for taking the time to leave us this review! We greatly appreciate you being a loyal LivePlan customer and I've continued to share your product feedback with our team. These reviews and users sharing their feedback is so important in building future versions of LivePlan. Thank you!

Replied July 2025

Andres F.

Verified reviewer

Marketing and Advertising

2-10 employees

Used monthly for more than 2 years

Reviewed June 2025

The Greatest Business Plan Software Ever

Overall, I've been using it for over five years. I use it most of the time. It keeps me organized and it's easy to present to others.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like the most is the ability to see everything in one place. It's like looking at a table of contents. I look for what I'm looking for, see it, then I click on it, and tada, it's there. Exactly what I'm looking for.

Cons:

What I like the least is setting up the outline. Sometimes the drag and drop doesn't work as good as I would like. Sometimes it drops in the wrong place, or it moves slightly, making it hard to manage.

Reasons for choosing LivePlan

I chose this plan because it offered what I wanted, and it was affordable. However, it was so long ago that I don't remember what I compared it to.

Vendor Response

Andres, thank you so much for taking the time to leave us a review. We so appreciate you being a loyal LivePlan customer and value all the feedback you share.

Replied June 2025

Eduardo J.

Verified reviewer

Financial Services

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed January 2026

The best business plan software available

My overall experience with LivePlan has been very positive across security value for money customer support financial planning and user interface. The platform feels reliable and secure while offering strong value through structured planning and forecasting. Financial planning supports clear decision making and customer support is helpful when needed. The user interface is intuitive and makes ongoing business management efficient.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

LivePlan delivers strong value across security value for money customer support financial planning and user interface. The platform feels reliable and secure which is essential when working with sensitive business and financial data. From a value perspective it offers far more than basic planning tools by combining strategy forecasting and performance tracking in one place. Customer support is responsive and helpful especially when guidance is needed during setup or deeper use. Financial planning is one of its strongest areas allowing clear projections realistic scenarios and informed decision making. The user interface is clean intuitive and well structured making complex planning accessible and efficient.

Cons:

Some advanced features require a short learning period at the beginning. This is due to the depth of the platform rather than difficulty and it becomes intuitive very quickly.

Vendor Response

Eduardo, thank you for taking the time to leave us such a detailed, thoughtful review. We are overjoyed to hear you're enjoying LivePlan and all of its available features - including our incredible support team! We wish you continued success in your business journey and appreciate you being a customer!

Replied January 2026

Majid N.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for free trial

Review source

Reviewed March 2025

Terrible Cancelation system and customer service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Part of the business model is making money from unauthorized transactions.

Cons:

I canceled my account a month ago, but my credit card was charged again. I requested a refund, which was denied. Relying on unauthorized charges is a poor business practice. If you cannot handle cancellations online and promptly, then avoid issuing credit cards and stop auto-renewals. When you see there is tons of negative review here and there, you should fix your system. I expect a full refund, as my account shows that I haven’t accessed it in the past 30 days; I'm not using your service. I only tried it for a few days before canceling my account.

Vendor Response

Majid, we're sorry to hear you're frustrated. While we do not ever change cards without authorization, we do hear that after signing up for our subscription service which autorenews on a monthly or annual basis, you were frustrated to see these recurring charges come through. We've spoken with our support team who seems to have worked with you on this issue and hope that an amicable solution was reached.

Replied March 2025

Tony R.

Verified reviewer

Automotive

Self-Employed

Used daily for less than 6 months

Reviewed May 2025

LivePlan changed my game

I was running with it in five minutes. Go, go, go. I typed so much in the first couple of hours. I felt my plan was more cohesive than when it was in my head. The tool helped me uncover some inadequacies in my ideas. Next, I found the LLM-aided text "helper." nice! Then I found the multiple forecasts tool.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The financial forecasting tools are top notch. They understand the types of expenses that new businesses like mine need. As an example, they auto-calculated payroll taxes for me. They helped me with multiple forecasts for several situations in which I might find my business - up years, additional customers, and so on.

Cons:

I'd like to be able to swap out the forecasts into the plan and to have key numbers change by forecast, perhaps with a macro like %5YRNIAT. A search and replace feature would be handy. The ability to add sections into the plan would be useful (example: a page to handle trademarks notices etc)

Reasons for switching to LivePlan

I want to get VC funding; was told LivePlan is the tool these stakeholders prefer.

Vendor Response

Wow Tony! This! So appreciate you sharing your experience and we're thrilled to hear how LivePlan has helped you forecast and understand your business better - this is what we strive for! Thanks for sharing and we wish you continued luck in your business journey.

Replied May 2025

Lazelle V.

Verified reviewer

Higher Education

2-10 employees

Used weekly for less than 2 years

Reviewed March 2025

Positive Experience

Very good. That's the only description for now

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

the prompts and guides for each section is assisting much in formulating my ideas to concrete plans Also the 'rewrite' assistance from AI is much appreciated

Cons:

So far nothing comes to mind. Not necessary to put more words. It means this review boxes are not functional

Reasons for choosing LivePlan

Its more user friendly and has more options i.t.o business plan, projections, forecasting, etc.

Vendor Response

Lazelle, We really appreciate you taking the time to leave us a review and are happy to hear you're enjoying LivePlan. Best of luck to you as you continue your business journey!

Replied March 2025

Larry B.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used monthly for less than 2 years

Reviewed October 2024

I love Liveplan

I can't say much more It is an excellent program and if I could show some of the work that I have done for my clients, and you could see their expressions when I present their plan to them, you would be impressed too.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the fact that it helps me think out my process and directs me in the right direction. It makes me want to learn more and perfect my writing. I have tried a lot of different plans and none compare to live plan. I have been using it for about a year now and it seems to be improving me and itself every time I use it. I highly recommend it to anyone starting or upgrading their business.

Cons:

At this point, I have no complaints. I literally had to study the first time I tried to do the financials because I really didn't know what I was doing. But I kept trying, and then it began to make sense. I think it's important to know what you are doing instead of a program that does it all for you. Liveplan doesn't do everything for you but guides you and in my mind, teaches you. To me it's like a college course in business management. I love it.

Reasons for switching to LivePlan

The ease of use with Liveplan. The AI component was a game changer.

Vendor Response

Larry, wow what wonderful feedback to receive. The best thing we can hear is that, by using LivePlan, you have invested in yourself and your personal growth (and your businesses of course, as well). We appreciate you taking the time to leave such thoughtful feedback and hope to continue to support you and your clients as best we can.

Replied October 2024

Theodore D.

Verified reviewer

Airlines/ Aviation

2-10 employees

Used weekly for less than 2 years

Reviewed October 2024

TransNav Aviation Review for Business Plan

Been a client for a while with the original Business Plan. A big fan

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The plan is easy to use in the step by step process for pushing your plan

Cons:

The syncing with Excel is not as easy to to transition without editing the file in excel. Would like more attention on assistance with funding.

Reasons for choosing LivePlan

Better plan ease of use helpful staff. The plan needs to better integrate with excel

Vendor Response

Thanks for taking the time to leave us a review and share your feedback Theodore. I've already passed along your integration thoughts to our product team, your feedback is critical to making our solution better. Much appreciated.

Replied October 2024

Retro C.

Verified reviewer

Entertainment

11-50 employees

Used weekly for less than 12 months

Reviewed July 2025

Live Plan Taught me new skills on how to build a successful business plan

Overall, my experience with LivePlan was positive. The platform is user-friendly, well-organized, and helped me create a professional business plan with confidence. I especially appreciated the guided steps and built-in financial tools, which made the process much easier. However, I would have liked the option to import data directly from spreadsheets to streamline financial inputs. Despite that, LivePlan gave me a solid foundation to communicate my business vision and goals clearly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked how LivePlan made business planning easy with guided steps, clean templates, and clear tools

Cons:

What I liked least was not being able to easily import financial data directly from spreadsheets, which made inputting numbers more time-consuming than necessary.

Vendor Response

Retro, Thank you so much for taking the time to provide us this great feedback, we've passed these details along to our product team and we appreciate you being a LivePlan customer. Best of luck to you in your business adventure!

Replied November 2025

Verified

Reviewer

Retail

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed August 2025

Smarter Planning with AI-Powered Insights

LivePlan didn’t just organize my ideas; it transformed them into strategy with its automation and AI-assisted insights. The forecasts and industry comparisons helped me spot things I would have missed, and the way updates ripple through the plan automatically saved me weeks of manual work. It felt less like a template and more like having an advisor at my side. For the price, it’s remarkable value—approachable, secure, and genuinely useful for making smarter decisions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Automation that connects the dots across your plan. - AI-assisted benchmarks to give context and confidence. - Easy updates: change one number and the whole plan syncs. - Clean, approachable interface. - Secure data handling. - Helpful, responsive customer support.

Cons:

The first setup took some patience, but once my numbers were in, the automation made updates effortless.

Vendor Response

Wow, "it transformed [my ideas] into strategy" - THIS is what we aim for. We're beyond happy to hear you gleaned so much value from our insights (and saved time). We wish you continued success in your business journey and thank you for taking the time to leave us such a kind review!

Replied November 2025

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