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What is LivePlan?

LivePlan is business plan software for entrepreneurs. Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

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TrustRadius Insights

LivePlan has proven to be an invaluable tool for businesses, helping them stay organized and improve productivity. With its outstanding …
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LivePlan Premium

Starting at $30/month

Monthly & Annual billing options available

LivePlan Standard

Starting at $15/month

Monthly & Annual billing options available

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 Monthly & Annual billing options available
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Product Demos

LivePlan Cash Flow Demo

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Product Details

What is LivePlan?

A business planning and management software created to support the success of small businesses and entrepreneurs.

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups.

  • Works for any business, at any stage, whether to get a business plan or pitch together for funding, or for business owners looking to build a forecast as a roadmap for the future - LivePlan can help plan, fund, and grow the business.
  • Step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - to make creating a lender-ready business plan easier.
  • No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means projections and financials are accurate.
  • Budgets and sales forecasts are a critical element to business success. These numbers can be brought to life with LivePlan's performance dashboard. These dashboards simplify performance and create impressive charts and graphs automatically.
  • QuickBooks or Xero can be synced with LivePlan to pull in actual accounting data. The data can be used as the foundation for projections, budgets, and to see how current performance compares to a forecasted plan.
  • A quick one-page pitch of a business model can be shared with lenders, investors, and internal teams without having to share the full business plan document.

LivePlan Features

  • Supported: Step-by-step guidance and expert advice through each phase of creating a business plan
  • Supported: Automatic financials, charts, and graphs without complex spreadsheets or formulas
  • Supported: Visually compelling performance dashboards to bring data to life
  • Supported: Enables use of real accounting data to compare forecast against actuals with Quickbooks & Xero integrations
  • Supported: Industry benchmarks to compare actual performance against industry competitors of a similar size
  • Supported: Planning for best-case or worst-case scenario, using data to create a strategic roadmap

LivePlan Screenshots

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LivePlan Video

LivePlan Integrations

LivePlan Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesSpanish, French, Brazilian, Portuguese, Italian, German

Frequently Asked Questions

LivePlan is business plan software for entrepreneurs. Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

LivePlan starts at $15.

Fathom, Causal, and Jirav are common alternatives for LivePlan.

The most common users of LivePlan are from Small Businesses (1-50 employees).

LivePlan Customer Size Distribution

Small Businesses (1-50 employees)60%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)0%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

LivePlan has proven to be an invaluable tool for businesses, helping them stay organized and improve productivity. With its outstanding platform for budgeting, progress tracking, and accurate forecasting, LivePlan simplifies the planning and funding of various business projects, promoting agility and efficiency. Users have been able to eliminate the need for complicated spreadsheets and instead rely on LivePlan's real-time calculations based on their specifications.

One of the standout features of LivePlan is its ability to generate phenomenal charts and graphs that provide valuable insights for improving the business. Finance departments in particular have found LivePlan to be a game-changer, as it offers robust revenue management capabilities, reducing their reliance on tools like Excel. The software's financial forecasting and issue identification features allow users to build detailed revenue and expense forecasts, saving them many hours of rebuilding Excel models with the ability to easily change assumptions and forecast income statements, balance sheets, and cash flow statements.

Business owners and operators have made LivePlan their go-to tool for defining their core business and making informed decisions. While initially used for writing business plans and presenting them to investors, LivePlan has now become a staple in tracking progress over time. It is widely used across organizations to provide guidance for future decisions and quick forecasting for finance departments. Overall, LivePlan has proven itself as a reliable solution that streamlines business planning, finances, and decision-making processes.

Easy and Simple Planning: Multiple users have praised LivePlan for its ease of use and simplicity in planning and budgeting their businesses. They have found the software to be user-friendly, even for individuals without prior business knowledge, with everything explained in detail. This has made it easier for them to write professional business plans.

Seamless Integration with Accounting Tools: Reviewers have highlighted the seamless integration of LivePlan with accounting tools like QuickBooks. This integration allows for easy importation of accounting data, which can then be included in automatically generated charts and graphs. Users appreciate this feature as it saves time and ensures accurate financial analysis.

Comprehensive Financial Planning Features: Many users have commended LivePlan for its robust financial planning capabilities. The software offers budgeting, forecasting, scenario analysis, and cash flow management functionalities that allow for comprehensive financial planning and analysis. These features are seen as valuable tools for effective decision-making in managing the financial health of a business.

High Cost: Some users have found the cost of LivePlan's purchase packages to be prohibitive, potentially deterring potential users from investing in the software.

Lack of Seamless Integration: Several reviewers have expressed difficulties when trying to transfer documents to Word or PDF formats, suggesting that there may be a lack of seamless integration with these common file formats.

Confusing Reports: Users have mentioned that the reports generated by LivePlan can be confusing and would benefit from clearer and more user-friendly reporting features.

Users recommend LivePlan for several reasons. Firstly, it is suggested that LivePlan is well-suited for those familiar with business planning and financial forecasting. Secondly, it is recommended for start-ups looking to create comprehensive business plans, as well as serious businesses in need of a thorough plan for funding or realistic projections. Finally, users think that LivePlan serves as a valuable tool for business classes or writing business growth plans. Overall, LivePlan receives positive feedback from users for its cloud-based solution and ease of use, making it worth considering for those who require helpful tools for their business planning needs. However, some users caution that sophisticated financial experts seeking precise P&L and balance sheet accuracy may find the software less suitable for their needs.


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Maggie Harder Lawrence | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
With the implementation of LivePlan, we have a functional performance in all areas that require a very well thought out and developed plan according to the expenses and budgets of each project that we have to develop, all this is possible without having to resort to spreadsheet software. LivePlan is in charge of calculating our budget in real-time according to our specifications and the amount of money available. The way LivePlan creates charts and graphs to improve our business is phenomenal, we no longer have to resort to complicated spreadsheets from other software.
  • LivePlan creates charts and graphs automatically to include the data to our business.
  • Creation of the budget in real time and without complex spreadsheets.
  • The daughters of calculations always generate long hours of work and loss of money, this is a thing of the past.
  • LivePlan has generated meeting our needs for budget control and plan creation.
All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.
December 18, 2021

Robust cash flow tool

Riley Theressa Mayer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
LivePlan is a very well-designed platform to establish robust planning strategies with fundamental bases in budget development, my finance department has avoided the frequent use of tools such as Excel, it is beautiful to know the possible financial results of the projects with the robust flow of cash register. LivePlan is robust for revenue management, and best of all, it's easy to use in the finance department.
  • Robust cash flow system
  • Robust revenue management
  • Reports can be confusing
  • The cost is a bit high
This tool is very favorable for the entire finance department, it gives us confidence with the robust management of income, cash flow, budget management, and data for planning future expenses. These are features that are robust and simple for everyone, there is no doubt to implementing LivePlan to build a robust financial system that can handle high expense processes.
Mariana Jones | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
LivePlan has been a key product in our company when dealing with planning of our company business. It makes it easy for us to keep our entire business enterprise organized for better productivity. More to planning, it offers us an outstanding platform for budgeting, keeping a track of our business progress a d performance as well as doing accurate forecasts on the future of our business. It has made it possible for us to simplify the planning and funding various business projects aimed at promoting the agility and the productivity of our business.
  • It makes it easy and simple to plan and budget the business.
  • It allows creating of accurate business forecasts.
  • It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
  • It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.
  • The cost of the purchase packages is quite high.
  • It is not easy to transfer to word or pdf documents.
Everything about business planning is a go for LivePlan. It makes it super easy to plan and fund various projects in your business which help improve your productivity and grow you business to next level. It has outstanding budgeting functionality aimed to make it easy for you to budget your business and perform various projects within specified budgets. Another outstanding functionality is the forecasting functionality which helps you predict the position and the progress of your business in the coming days, months and years.
Score 9 out of 10
Vetted Review
Verified User
LivePlan has filled the need for quick forecasting for the finance department. It allows the user to easily change assumptions, and forecast not only the income statement but also the balance sheet and cash flow statement. This ability has saved many hours of rebuilding excel models to be able to get management timely answers to scenario testing.
  • Budgeting
  • Forecasting
  • Scenario analysis
  • Cash flow analysis
  • More KPI measurement
  • Including more non-financial data
  • Ability to export formulas to excel
LivePlan works well for companies [that] fit their revenue models. They cover a broad spectrum of budgeting and can do a really good job of asking questions that might be missed doing an excel budget. They can accurately give cash flow timing differences from payments from customers, and calculate payroll estimates in detail. On the other hand, if you have a very specific business model, this may not work well for you. There were a few instances where I had to work around their software to get the answers I was looking for, but overall I think it is a fantastic tool for the price.
Jason Ogden, President | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
LivePlan is my primary financial forecasting and issue raising tool. I build out annual Pro-forma in Q4 with detailed revenue and expense category forecasts. The ability to build revenue and expense forecasts by category and the appropriate level of detail is highly useful. Monthly, and especially quarterly, we can see if and where we are off track relative to original goals and make necessary adjustments in the business. In my opinion, this is the best tool of its kind for business owners/operators. Well done.
  • It integrates with accounting software.
  • Shows appropriate levels in depth analysis.
  • UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
  • The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.
It's most appropriate when properly set up by someone with a deep knowledge of PNL/Forecasting.
It's inappropriate for companies with poorly structured/inconsistently maintained financial statements.
Score 9 out of 10
Vetted Review
Verified User
Liveplan is used across the organization. Its purpose is to define our core business and to be our guidance for future decisions. In the beginning it was used just to write our business plan for our startup in order to present it to investors, now we use it to track our progress over time.
  • Great for startups that are still working on their idea.
  • Preparing for pitching and presenting.
  • People don't need business knowledge in order to write a professional business plan, everything is explained in details.
  • Simplicity.
  • It is software on its own and there are no abilities to connect to any other software so you have to input data constantly.
  • If you start within this software most likely over time this will be just your reference for the definition of your business, once you start growing there is not much to use here, better solutions are out there.
  • It is not a management tool as they advertise it.
It is great for startups and people that are still developing ideas. Once you are in the market it does not really have much of a use within an organization, at that stage it just becomes the reference to what core your business is. Tracking business growth is great, but again only for first 1-3 years in the market (depending on growth).
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