LivePlan Review: Business Planning and Financial Forecasting Software
LivePlan helps small business owners and entrepreneurs create structured business plans and financial forecasts. It is designed for teams that need to present professional financials to lenders or investors.
At a glance
- Category
- Finance & Accounting
- Best for
- Entrepreneurs, Small business owners, Startups, Business consultants, Accountants
- Pricing
- Pricing starts at $20 per month for the Standard plan and $40 per month for the Premium plan. A 25% discount is available for annual billing.
- Key use cases
- Securing Funding, Startup Launching, Cash Flow Management, Performance Tracking
- Integrations
- QuickBooks Online, Xero, Excel export, PDF export, PowerPoint export
- Official website
- liveplan.com
LivePlan is a platform designed to help business owners move from a conceptual idea to a structured operational plan. It provides a guided builder that handles formatting and calculations, which may reduce manual setup work when creating profit and loss statements, balance sheets, and cash flow forecasts.
The software is built for startups, small to mid-market companies, and professional advisors such as accountants and consultants. It includes a library of over 550 sample plans and industry benchmarks to help users align their projections with industry data.
Beyond the initial planning phase, the tool supports growth tracking by connecting to accounting software to compare actual results against original forecasts. This allows owners to identify trends and adjust their budgets in real time.
Buyers should consider whether they need the basic plan builder or the financial analysis and dashboarding tools found in the Premium tier. They should also confirm that their specific accounting version is supported, as QuickBooks Desktop is not compatible.
Key Features
A guided tool that provides step-by-step instructions and examples to help write each section of a business plan.
Generates profit and loss, cash flow, and balance sheet statements based on user input without requiring manual formulas.
An AI-powered tool designed to suggest written ideas and review business plans for lender or investor readiness.
Visualizes actual accounting data against forecasts using trend reports and charts.
Supports running up to 10 different forecast scenarios to model different business outcomes.
Provides access to industry-specific risks, trends, and financial benchmarks for over 1,000 industries.
Use Cases
Creating professionally formatted, SBA-approved business plans and financial reports for bank loans or investor pitches.
Testing business ideas and outlining a growth roadmap through the one-page pitch builder and full plan tools.
Forecasting future cash positions to help determine when to hire staff or make capital expenditures.
Syncing actual accounting data to monitor variances between forecasted and actual financial results.
Best For
Integrations
Pricing
Pricing starts at $20 per month for the Standard plan and $40 per month for the Premium plan. A 25% discount is available for annual billing.
FAQ
LivePlan integrates with QuickBooks Online and Xero. It does not support QuickBooks Desktop or QuickBooks Self-Employed.
The Standard plan is designed for professional business plan creation, while the Premium plan includes additional tools for operating and growing a business, such as financial analysis and performance dashboards.
Yes, you can create an unlimited number of business plans, though the Standard plan only allows one company to be active at a time.
Source category: Finance & Accounting
Source subcategory: Financial Planning
