LivePlan 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

LivePlan

4.5

(199)

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

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LivePlan Features

Popular features found in Sales Forecasting
Customizable Reports
Data Import/Export
Data Visualization
Forecasting
Lead Management
Modeling & Simulation
Opportunity Management
Pipeline Management
Sales Reports
Statistical Analysis
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 Templates
Dashboard
Dashboard Creation
Drag & Drop
Expense Management
Financial Analysis
Financial Management
Financial Modeling
Financial Reporting
Financial Templates
For Small Businesses
Goal Setting/Tracking
Graphical Data Presentation
Income & Balance Sheet
Investor Management
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

Zelda W.

Verified reviewer

Real Estate

Self-Employed

Used other for more than 2 years

Review source

Reviewed April 2021

Creates A Professional and Impressive Business Plan

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

Value for money

Functionality

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

Daniel J.

Verified reviewer

Accounting

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed October 2022

Overall looked great at first, but then disappointing details.

We used the software for a couple of years but in the end decided to move to another provider.

Ratings Breakdown

Ease of use

Value for money

Functionality

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.

Reasons for choosing LivePlan

Very competitive pricing and appealing reports.

George K.

Verified reviewer

Apparel & Fashion

2-10 employees

Used monthly for free trial

Review source

Reviewed May 2025

Terrible experience/Scam. Charged without a single warning.

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

Value for money

Customer support

Functionality

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

Carlos H.

Verified reviewer

Child Day Care Services

Self-Employed

Used monthly for more than 2 years

Reviewed June 2025

My Dream: Preparing Children to be Champions!

Overall, my experience with LivePlan has been very enjoyable. I put in a lot of time, effort and research to write my business plan, and once I finished entering my data, I was very pleased with the outcome. I found the whole experience to be very rewarding! My dream of opening an early learning center will become a reality because of the great help that I got from LivePlan!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how Live Plan walked me step by step through the business planning process! It helped me take my dream of opening an early childhood educational center and write the plans out to make it happen. LivePlan helped me develop my pitch and gave me confidence to present my vision to potential funders and business partners. LivePlan is a software program that is very user friendly. It helped me to take something that is very complex and made it very simple. I have a finished product that I am very proud of! Thank you LivePlan!

Cons:

I had some challenges with entering my budget numbers properly so that I could generate accurate financial projections, but after calling customer support, I was able to resolve that issue.

Vendor Response

Thank you so much for taking the time to leave us a review Carlos and we are beyond excited to hear about your journey to opening an early childhood education center. What awesome work you are doing. We're cheering for you and wishing you success as you continue on this entrepreneurial journey!

Replied June 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

Idan M.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Reviewed June 2025

User-Friendly Business Planning with Great Features

Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked how user-friendly it was and how it guides you step-by-step in creating a professional business plan. The templates and financial forecasting tools saved a lot of time.

Cons:

here is still no convenient way to import actual data automatically from Excel or Google Sheets (there is CSV which under beta phase)

Vendor Response

Ida, thank you so much for your feedback - we're happy to hear about your experience with LivePlan and we've passed your feedback onto our product team as we're always looking for ways in which we can improve. Best of luck to you on your continued business journey!

Replied June 2025

Verified

Reviewer

Packaging and Containers

2-10 employees

Used daily for less than 6 months

Reviewed July 2025

Great experience!

It was a great experience. Writing business plans and doing the projected financial analysis for us made the challenge much easier. Would highly recommend LivePlan.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The fact that it was easy to use and every feature worked to my benefit. Using the AI features helped take us a long way.

Cons:

Nothing, the experience with the app was easy, convenient and worked well with the needs of our business plan.

Vendor Response

Thank you so much for taking the time to leave us a review! We're so happy to hear about your experience using LivePlan and we wish you the best in your business adventure.

Replied August 2025

Kgopisho M.

Verified reviewer

Renewables & Environment

Self-Employed

Used monthly for more than 2 years

Reviewed July 2025

Practical development of a business plan

Overall i am happy with liveplan with the current improvements. With my suggestions as above, that will improve liveplan even more

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Liveplan is practical. It gives real life practical implementation of a business plan. It is easy to understand and makes writing business plans a joy to do.

Cons:

I would prefer liveplan to have prototype examples of different industry business plans, build in to the development area of the app. It will make it even more quicker and worthwhile to develop a business plan. I would also recommend that a template of a project pitch be made available

Vendor Response

Thanks so much for taking the time to leave us a review Kgopisho. This is wonderful feedback and we'll pass it along to our development team. We appreciate you being a LivePlan customer and are happy to hear you've had a great experience!

Replied July 2025

Annette S.

Verified reviewer

Environmental Services

2-10 employees

Used daily for less than 6 months

Reviewed July 2025

Proud customer

It taught me everything I needed to know about my business I learned how to set up my website and my payroll

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I'm very happy with LivePlan. It's easy and simple to navigate I was able to put my business together with live plan help

Cons:

nothing I love it I have nothing bad to say about LivePlan I think everyone should try it and experience the joy

Vendor Response

Annette, thank you so much for taking the time to leave us a review. We're so glad to hear you enjoyed LivePlan and we hope you continue to enjoy our software. Wishing you the best in your business journey.

Replied July 2025

Visuvabharathy V.

Verified reviewer

Hospital & Health Care

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed June 2025

Great tool for business plan

It was great and easy to use for creating a business plan and pitch document for presentation and handouts.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ability to input the information and able to create a business plan and pitch documents. Ease to input information.

Cons:

Creating sub plans takes time for creating additional accounting and financial plans. Make it simple.

Vendor Response

Visuvabharathy, thank you so much for taking the time to leave us a review. We are glad to hear your feedback and will surely pass your recommendations onto our development team. Thank you so much!

Replied June 2025

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