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LivePlan

LivePlan is business plan software that helps entrepreneurs create detailed plans with AI assistance, sample plans, financial forecasting, and accounting integrations for effective strategy and growth tracking.

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Key Features

  • Business Plan Builder

    Creates structured, investor-ready business plans with professional formatting.

  • Automatic Financials

    Generates profit & loss, cash flow, and balance sheets from simple inputs.

  • Cash Flow Forecasting

    Predicts cash position to help plan spending and avoid financial issues.

  • QuickBooks & Xero Integration

    Seamlessly connects with accounting software for real-time financial updates.

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Why Choose LivePlan

  • AI Assistance:

    Guides users with AI trained on thousands of successful business plans.
  • Accounting Integration:

    Syncs automatically with QuickBooks and Xero for accurate financial data.
  • Sample Plans:

    Offers 550+ real industry example plans for effective strategy building.

Pricing

LivePlan offers a freemium model with free usage under some limitations. Paid plans include Standard at $20/month and Premium at $40/month, with discounted rates for annual billing. Pricing details are subject to change; visit the official pricing page for updates.

About LivePlan

LivePlan is business plan software that helps entrepreneurs create detailed plans with AI assistance, sample plans, financial forecasting, and accounting integrations for effective strategy and growth tracking.

What LivePlan Does

LivePlan enables users to build detailed business plans and financial forecasts without requiring advanced spreadsheet skills. It provides AI-powered assistance to guide users through the planning process, ensuring clarity and accuracy.

The software includes features such as automatic profit and loss statements, cash flow forecasting, and balance sheets, generated from simple user inputs. It integrates with QuickBooks and Xero to sync financial data, enhancing real-time business tracking and reporting.

Ideal for entrepreneurs, small business managers, and financial analysts, LivePlan supports industries requiring structured business planning and funding preparation by providing sample plans and professional formatting.

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Pros & Cons

  • User-Friendly

    Simplifies complex financial planning without requiring spreadsheet expertise.

  • Comprehensive

    Includes extensive sample plans and real industry data for benchmarking.

  • Pricing

    Full features require paid subscription; free version has limitations.

  • Customization

    Some users may find templates restrictive for highly unique business models.

Frequently Asked Questions

Does LivePlan offer a free trial?

LivePlan provides a freemium version with limited features and a 35-day money-back guarantee.

What integrations does LivePlan support?

LivePlan integrates with QuickBooks and Xero for automatic financial data syncing.

Is advanced spreadsheet knowledge required?

No, LivePlan automates financial calculations, requiring no advanced spreadsheet skills.

Can I use LivePlan to create investor-ready reports?

Yes, it formats professional business plans and financial reports suitable for investors.

Who developed LivePlan?

LivePlan is developed by Palo Alto Software, a company specializing in business planning tools.

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