AI TOOL PROFILE
LivePlan Review: Business Planning and Financial Forecasting Software
- Finance and Accounting
- Financial Planning
- Entrepreneurs
- Small business owners
- Startups
- Business consultants
- Accountants
- SBA partners
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.
At a glance
- Best for
- Entrepreneurs, Small business owners, Startups, Business consultants, Accountants
- Key use cases
- Securing Funding, Startup Launching, Cash Flow Management, Performance Tracking
- Integrations
- QuickBooks Online, Xero, Excel export, PDF export, PowerPoint export
- Official website
- Visit liveplan official website
How AI is used
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
Business Plan Builder
A guided tool that provides step-by-step instructions and examples to help write each section of a business plan.
Automatic Financials
Generates profit and loss, cash flow, and balance sheet statements based on user input without requiring manual formulas.
LivePlan Assistant
An AI-powered tool designed to suggest written ideas and review business plans for lender or investor readiness.
Financial Dashboards
Visualizes actual accounting data against forecasts using trend reports and charts.
What-if Scenarios
Supports running up to 10 different forecast scenarios to model different business outcomes.
Market Research & Benchmarks
Provides access to industry-specific risks, trends, and financial benchmarks for over 1,000 industries.
Use Cases
Securing Funding
Creating professionally formatted, SBA-approved business plans and financial reports for bank loans or investor pitches.
Startup Launching
Testing business ideas and outlining a growth roadmap through the one-page pitch builder and full plan tools.
Cash Flow Management
Forecasting future cash positions to help determine when to hire staff or make capital expenditures.
Performance Tracking
Syncing actual accounting data to monitor variances between forecasted and actual financial results.
Integrations
- QuickBooks Online
- Xero
- Excel export
- PDF export
- PowerPoint export
FAQ
Does LivePlan work with all accounting software?
- LivePlan integrates with QuickBooks Online and Xero. It does not support QuickBooks Desktop or QuickBooks Self-Employed.
What is the difference between the Standard and Premium plans?
- 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.
Can I use LivePlan for multiple businesses?
- 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
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