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

AI-Powered LivePlan Assistant: Built-in AI guidance and “Help Me Write” tools accelerate writing, refine tone and clarity, and eliminate writer’s block when drafting business plan sections.
Business Plan Creator: A structured, step-by-step builder with lender-ready outputs helps you produce professional, investor-ready plans quickly.
Full Financial Forecast: Create revenue, expense, cash flow, and profit forecasts without spreadsheets, ensuring consistent assumptions across your model.
What-if Scenarios: Run alternative assumptions to test pricing, cost, and growth scenarios and understand their impact on cash and profitability.
Performance Dashboards: Visual dashboards track key metrics and compare actual results to your forecast for ongoing visibility and control.
Accounting Integrations: Connect QuickBooks Online or Xero to automatically pull financials and keep forecasts aligned with reality.
Industry Research & Benchmarks: Built-in market and industry data informs realistic targets and strengthens investor presentations.
550+ Sample Plans: Extensive templates across industries help you visualize structure, language, and financial expectations.
One-Page Pitch Builder: Quickly validate and communicate your idea to stakeholders with a concise, shareable pitch.
Export & Reporting: Export forecasts to Excel and generate lender-ready statements and presentations for stakeholders.
Live Onboarding Session: Guided onboarding helps new users set up plans and forecasts correctly from day one.

Who is LivePlan for?

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.

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.
Robust scenario planning and dashboards support data-driven decisions and cash management.
Produces lender-ready statements and a concise One-Page Pitch for stakeholder communication.
Excel export enables deeper analysis or custom reporting when needed.

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.

Pricing Info

$20 per month — For anyone who needs a professional business plan. Includes: 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 the same features listed above.
$40 per month — For businesses that need financial tools to help them operate & grow. Includes: 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.
$30 per month paid annually — Save 25%. Includes the same features listed above.

35-day money-back guarantee.

FAQs

Does LivePlan offer a free trial?

LivePlan provides a 35-day money-back guarantee rather than a free-forever plan. The company also promotes limited-time and stage-based discounts for new ideas, startups, and established businesses.

Which accounting platforms does LivePlan integrate with?

LivePlan integrates with QuickBooks Online and Xero to pull in actuals and compare performance against your forecast within dashboards.

Can LivePlan help me write the plan content with AI?

Yes. The AI-Powered LivePlan Assistant offers “Help Me Write,” rewrite suggestions, and guidance to accelerate drafting and improve clarity across plan sections.

Can I build forecasts and what-if scenarios without spreadsheets?

Yes. LivePlan guides you through creating full financial forecasts and what-if scenarios without spreadsheets, and you can export to Excel when needed.

Is LivePlan suitable for SBA or lender submissions?

Yes. LivePlan produces lender-ready statements, supports industry benchmarking, and includes a One-Page Pitch to clearly communicate your opportunity.

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