--- title: "LivePlan Software Reviews, Demo & Pricing - 2026" description: "Review of LivePlan Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/accounting/liveplan-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [General Ledger Software](https://www.softwareadvice.com/accounting/general-ledger-comparison/) / LivePlan Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting/liveplan-profile/alternatives/) # LivePlan Review From $20-$40/month 2 plans Wondering if LivePlan is right for your organization? Our General Ledger Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview LivePlan 4.5 [(201)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) Pricing Starting at $20.00 flat rate 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... ons you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? - How will investment in equipment affect my financials now and in the future? Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. Do you work for LivePlan? [Manage this product listing](https://www.g2.com/products/liveplan/claim_requests/new?auto=true) Wondering if LivePlan is right for your organization? Our General Ledger Software selection experts can help you in 15 minutes or less. ## LivePlan User Interface ## Popular LivePlan Alternatives Main Product LivePlan 4.5 [(200)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.29Value for money - 4.37Customer support - 4.38Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Upmetrics](https://www.softwareadvice.com/product/449851-Business-Plan-Software/) 4.8 [(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) Ratings Breakdown - 4.78Ease of use - 4.72Value for money - 4.75Customer support - 4.68Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Intecplan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/) 4.9 [(36)](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/reviews/) Ratings Breakdown - 4.86Ease of use - 4.94Value for money - 4.82Customer support - 4.86Functionality Pricing Starting at $560.00 per year Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3341)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.24Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Valutico](https://www.softwareadvice.com/qualitative-data-analysis/valutico-profile/) 4.4 [(38)](https://www.softwareadvice.com/qualitative-data-analysis/valutico-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.39Value for money - 4.74Customer support - 4.26Functionality Pricing Available upon request Get Price Alternative Product [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) 4.5 [(3579)](https://www.softwareadvice.com/project-management/smartsheet-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.36Value for money - 4.32Customer support - 4.35Functionality Pricing Starting at $9.00 per month Get Price ## LivePlan Pricing and Plans LivePlan has two plans. Standard is $20.00/mo billed monthly. Premium is $40.00/mo billed monthly. Standard $20.00 flat rate, per month Standard 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 Premium plan includes: - One-Page Pitch Builder - Performance Dashboards - Step-By-Step Instructions - Syncs With Xero & Quickbooks - "What-if" Forecast Scenarios - 550+ Sample Plans - Lender Ready Financial Statements - Full Financial Forecast - Industry Benchmark Data Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ### How does LivePlan pricing compare to alternatives? LivePlan's starting price is $20.00/month. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | LivePlan4.5[(201)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) | $20.00 /mo | Not available | Not available | 4.3 | | [Upmetrics](https://www.softwareadvice.com/product/449851-Business-Plan-Software/)4.8[(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) | $14.00 /mo | Not available | Not available | 4.7 | | [Intecplan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/)4.9[(36)](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/reviews/) | $560.00 /yr | Available | Not available | 4.9 | | [Xero](https://www.softwareadvice.com/accounting/xero-profile/)4.4[(3,341)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) | $25.00 /mo | Available | Not available | 4.2 | | [Valutico](https://www.softwareadvice.com/qualitative-data-analysis/valutico-profile/)4.4[(38)](https://www.softwareadvice.com/qualitative-data-analysis/valutico-profile/reviews/) | Pricing available upon request | Not available | Not available | 4.4 | LivePlan4.5[(201)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) * * * Starting price $20.00 /mo Free trial Not available Free version Not available Value For Money 4.3 - [Upmetrics](https://www.softwareadvice.com/product/449851-Business-Plan-Software/)4.8[(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) * * * Starting price $14.00 /mo Free trial Not available Free version Not available Value For Money 4.7 - [Intecplan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/)4.9[(36)](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/reviews/) * * * Starting price $560.00 /yr Free trial Available Free version Not available Value For Money 4.9 - [Xero](https://www.softwareadvice.com/accounting/xero-profile/)4.4[(3,341)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) * * * Starting price $25.00 /mo Free trial Available Free version Not available Value For Money 4.2 - [Valutico](https://www.softwareadvice.com/qualitative-data-analysis/valutico-profile/)4.4[(38)](https://www.softwareadvice.com/qualitative-data-analysis/valutico-profile/reviews/) * * * Starting price Pricing available upon request Free trial Not available Free version Not available Value For Money 4.4 ## LivePlan Features - Popular features found in General Ledger Accounts Payable Accounts Receivable Financial Reporting Multi-Currency - More 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 Templates Forecasting For Small Businesses Goal Setting/Tracking Graphical Data Presentation Income & Balance Sheet Investor Management Multi-Company 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 Scenario Planning Step-by-Step Wizard Strategic Planning Task Management Third-Party Integrations Transaction Management Visual Analytics "What If" Scenarios ## LivePlan Integrations Xero Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review ## LivePlan User Reviews ## LivePlan customer ratings - Overall rating: 4.5/5 - Total reviews: 201 ### Rating distribution - 5 stars: 145 reviews (72%) - 4 stars: 40 reviews (20%) - 3 stars: 5 reviews (2%) - 2 stars: 3 reviews (1%) - 1 star: 8 reviews (4%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.3/5 - Customer support: 4.4/5 - Functionality: 4.4/5 --- ### Small Business Owner's real prespective - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: Self-Employed - Product usage: a free trial · daily - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered My overall experience with LivePlan has been positive. I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place. As a bookkeeper and founder of B & D Bookkeeping LLC, budgeting is part of the support I provide to clients who need help understanding their numbers and making better financial decisions. I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand. LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers. It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence. The main drawback I see is the pricing per entity. As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package. Overall, I think LivePlan is a valuable tool for business planning and budgeting. I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really like this feature because part of my business focuses on helping clients create and understand budgets. Many small business owners and individuals need assistance seeing where their money is going, planning ahead, and making better financial decisions. As the founder of B & D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence. Tools like LivePlan can help entrepreneurs organize their numbers, think through their goals, and build a clearer plan for the future. This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community. #### Cons Cons would be the price for each entity. I have clients that could use this. However, as a bookkeeper it can be costly to add all my clients. I think this is something that as an accountant, annalist or bookkeeper should have one package subscription to include with the bookkeeping needs of all of our clients instead of the firm paying or passing on to the clients. The way it is now I can only pass this through to my clients that are larger in size. It is not feasible for the small service, trade, or small business owner just starting out. --- ### Excellent business planning software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: 1-3 years · monthly - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly. #### Cons You should have rate for CPAs that generate five or less Financial Projections or business plan per year. #### Vendor response Thank you for your feedback Orlando! We appreciate you being a loyal LivePlan customer and will pass along your feedback to our team! Replied February 2026 --- ### The best business plan software available - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 2-10 employees - Product usage: 3-5 years · monthly - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Smarter Planning with AI-Powered Insights - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Retail - Company size: 2-10 employees - Product usage: 1-3 years · monthly - Reviewed: August 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Live Plan Taught me new skills on how to build a successful business plan - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Entertainment - Company size: 11-50 employees - Product usage: less than 1 year · weekly - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 - Overall rating: 5/5 - Reviewed: November 2026 - Company size: Self-Employed The reviewer appreciates how LivePlan's market research capabilities assist in determining startup costs and market viability. They found the initial setup easy but suggested that the platform could be simplified to reduce complexity. Full review available after login on Software Advice --- ### Creates A Professional and Impressive Business Plan - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Real Estate - Company size: Self-Employed - Product usage: 3-5 years · a few times a year - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered It's a real Business Plan Software --After filling in information, you get to pick a professional colorful cover to add that finishing touch. The finish product is professional, complete with data, graphs and ready to present to any bank or lender as well as executive staff. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros I like the fact that I don't have to think about the parts of a professional business plan; the software has it all laid out in the order it should be written along with sample templates to use for almost every type business. #### Cons There is not anything I can think of that I don't like about this software. #### Vendor response Thank you very much for the feedback, Zelda - we greatly appreciate it! Replied September 2021 --- ### Overall looked great at first, but then disappointing details. - Overall rating: 4/5 - Reviewer: Daniel J. - Industry: Accounting - Company size: 2-10 employees - Product usage: 1-3 years · monthly - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We used the software for a couple of years but in the end decided to move to another provider. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros The visual reports and ability to write business plans within a set framework #### Cons Lack of customization of reports and struggling with a few areas such as payroll and fixed assets. --- ### Terrible experience/Scam. Charged without a single warning. - Overall rating: 1/5 - Reviewer: Verified Reviewer - Industry: Apparel & Fashion - Company size: 2-10 employees - Product usage: a free trial · monthly - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered Terrible experience. They make money off our forgetfulness. Never used it after the trial. My card was being charged for 10 months, without a SINGLE MAIL WARNING ME that I am about to be charged 40$/month. Nor a confirmation email that I just paid 40$. I ended up paying them $400 and I didn't even use it once. Terrible support. Scam. They make money out of people's forgetfulness. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Absolutely Nothing. Didn't use it. Features were not suitable #### Cons Support. They scammed me for payments they never warned me about. I was "secretely" being charged for almost a year #### Vendor response George, we've seen this duplicate review across various review channels and we've responded across each noting that we're sincerely sorry to hear about your experience. While we never intend to make money off user forgetfulness, we do our best to work with our customers to find suitable resolve. We do send emails at the start of trials and message in-app the trial duration - although we also realize that those things could be missed. Again, as we noted in response to your other reviews, we've passed this feedback onto our suport team. Replied May 2025 --- ### LivePlan Makes Business Planning Effortless – And Even Fun! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered When my husband was considering starting his own law firm, I wanted to put my MBA to good use and develop a comprehensive business plan to determine the necessary start-up funds and his strategic path forward. During my research, I discovered LivePlan, a cloud-based business planning tool, and all I can say is WOW! LivePlan transformed what could have been a complex, time-consuming process into an efficient, intuitive, and even enjoyable experience. It automated years of business education into a step-by-step system that anyone can follow. The platform not only streamlined our planning but also sparked new ideas and scenarios we hadn’t even considered, allowing us to explore different pathways to success. But here’s what truly set LivePlan apart—their customer service. When my husband received an unexpected and incredible job offer, we decided not to move forward with the firm. I reached out to cancel my subscription, and [sensitive content hidden] from LivePlan responded immediately with clear, hassle-free instructions. He even sent a reminder before the next billing period, which is practically unheard of in today’s world of tricky subscription models. It was a refreshing and honest experience. Although we didn’t launch the business, I have no doubt that LivePlan will be my go-to tool when I start my own venture—or if my husband ever revisits his dream. If you're looking for an easy, insightful, and powerful business planning tool with top-notch support, LivePlan is it! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of Use – It turned a complex business planning process into a simple, intuitive experience. Automation – It streamlined what you learned in your MBA into an efficient, step-by-step system. Idea Generation – It prompted new ideas and scenarios you hadn’t considered. Flexibility – It allowed you to experiment with different business strategies to find the best path. Fun Experience – Instead of being tedious, the process was actually enjoyable. Outstanding Customer Service – [sensitive content hidden] responded quickly and made cancellation easy, even sending a reminder before the next billing cycle. Transparency – Unlike many subscription services, LivePlan made it simple to cancel without hassle. Future Use Potential – You fully expect to use it again when starting your own business or if your husband reconsiders #### Cons "My only initial concern was the subscription model—I always worry that canceling will be a hassle or that I won’t follow through and end up paying for something I don’t use. However, to my surprise, LivePlan made cancellation incredibly easy, with prompt customer service and even a reminder before the next billing cycle. What I thought might be a downside turned out to be a refreshing change!" --- Showing 1 - 10 of 201 Reviews [See All Reviews](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) ## LivePlan Popular Comparisons [Upmetrics vs LivePlan](https://www.softwareadvice.com/compare/103952-liveplan/vs/449851-Business-Plan-Software/)[Intecplan vs LivePlan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/vs/liveplan/)[Xero vs LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/vs/xero/)[Jira vs LivePlan](https://www.softwareadvice.com/project-management/atlassian-jira-profile/vs/liveplan/)[Sage 50 Accounting vs LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/vs/sage-50cloud/) [Compare All Alternatives](https://www.softwareadvice.com/accounting/liveplan-profile/alternatives/) ## Other Top Recommended General Ledger Software [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (633) Recently recommended **292** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.5** (30) Recently recommended **268** times [Beyond Software](https://www.softwareadvice.com/psa/beyond-profile/) **4.7** (7) Recently recommended **181** times [AccountMate](https://www.softwareadvice.com/accounting/accountmate-profile/) **4.3** (25) Recently recommended **171** times Stuck Between Options? Our experts can help you compare LivePlan with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice