LivePlan

TL;DR

Build investor-ready business plans faster with AI guidance and 550+ sample plans.
Create financial forecasts, cash flow projections, and what-if scenarios without spreadsheets.
Connect to QuickBooks Online or Xero to compare actuals vs. plan using performance dashboards.
Best for founders, small-business owners, and advisors seeking funding and clearer financial visibility.

What is LivePlan

LivePlan is an AI-enhanced business planning and financial forecasting platform that helps entrepreneurs and teams create lender-ready business plans, build full financial models, and track performance against forecasts. Combining guided plan creation, an AI-powered writing assistant, sample plan libraries, scenario planning, and dashboards, it removes the need for complex spreadsheets and streamlines preparation for funding, budgeting, and growth. LivePlan fits the categories of AI Business Plan Generator and Financial Forecasting & Planning software.

Key Features

Pros

• Intuitive, guided workflows eliminate reliance on complex spreadsheets for forecasts.
• AI writing assistance speeds up drafting and improves clarity across plan sections.
• Large library of 550+ sample plans accelerates structure and content creation.
• Direct QuickBooks Online and Xero integrations streamline actuals vs. forecast tracking.

Pricing Info

• $20 per month — Step-By-Step Instructions; Lender-Ready Statements; Full Financial Forecast; One-Page Pitch Builder; 550+ Sample Plans; Live Onboarding Session; Help Me Write; Financial Analysis; Industry Research; What if Scenarios; Performance Dashboards; Real-Time Profit & Cash Forecasting; Export to Excel; Connect to QuickBooks Online & Xero.
• $15 per month paid annually — Save 25%. Includes same features listed above.

Who is LivePlan for?

LivePlan is an AI-enhanced business planning and financial forecasting platform that helps entrepreneurs and teams create lender-ready business plans, build full financial models, and track performance against forecasts. Combining guided plan creation, an AI-powered writing assistant, sample plan libraries, scenario planning, and dashboards, it removes the need for complex spreadsheets and streamlines preparation for funding, budgeting, and growth. LivePlan fits the categories of AI Business Plan Generator and Financial Forecasting & Planning software.

Key Use Cases & Applications

• Securing funding with an investor- and lender-ready business plan backed by credible forecasts.
• Validating new ideas using a One-Page Pitch and market benchmarks before committing resources.
• Building multi-year revenue, expense, and cash flow forecasts without spreadsheets.
• Running what-if scenarios to stress test pricing, hiring, or expansion assumptions.
• Monitoring performance vs. plan by syncing QuickBooks/Xero data into dashboards.
• Preparing board or stakeholder updates with clear financial statements and visuals.

Cons

• Plan structure is intentionally prescriptive and may feel rigid for unconventional business models.
• Accounting integrations are limited to QuickBooks Online and Xero, which may not suit teams on other systems.
• Highly customized or granular financial models may require workarounds or Excel exports.