LivePlan
LivePlan: A broad planning suite for established businesses that need forecasts, scenarios, and reporting. Ranked #1 of 39 in Business Plan Software by our editors (8.9/10); pricing: Free plan; best for established businesses needing full planning.
At a glance
- Editor score8.9 / 10
- PricingFree plan
- Best forEstablished businesses needing full planning
- Free planYes
- Paid from$15/mo
- Founded2011 · Eugene, Oregon, United States
- Facts checked20 Sep 2026
Where it wins
- Forecasts profit, loss, balance sheet, and cash flow
- Supports up to 10 what-if forecast scenarios
- Connects with QuickBooks Online and Xero
Where it doesn't
- The free offering is limited to the Idea Canvas
- Tax planning is not included
- The product is available on the web only
Our verdict on LivePlan
LivePlan is web-based business planning and financial forecasting software for small businesses, startups, advisors, and enterprise programs. It combines business plan creation and sharing with profit and loss, balance sheet, and cash flow forecasting. Users can also create budgets, pitch presentations, milestones, dashboards, and trend reports. Its focus is business planning rather than personal financial planning, making it a fit for established businesses that need a structured view of performance and future scenarios.
The plan structure covers a free entry point and paid Standard and Premium tiers. The free offering is the Idea Canvas, while Standard adds the business plan builder, full financial forecast, AI-powered idea validation, what-if scenarios, and QuickBooks Online and Xero connections. Standard costs $20 per month with monthly billing or $15 per month with annual billing. Premium costs $40 per month monthly or $30 per month annually and adds market research, industry benchmarks, pitch presentation creation, investor readiness review, performance dashboards, and automatic financial analysis. LivePlan Expert costs $30 per month and includes one-on-one video support, priority assistance, and feature and formatting guidance.
Its strongest fit is for teams that want planning, forecasting, accounting connections, and performance tracking in one web-based product. Up to 10 what-if scenarios support comparison across possible business outcomes, while budget-versus-actual dashboards and trend reports help connect plans with performance. AI-assisted idea validation and writing, market research, and pitch export broaden the workflow beyond spreadsheet-based forecasting. QuickBooks Online and Xero integrations support accounting-data imports, but the platform does not cover tax planning or insurance planning. Choose LivePlan for full business planning and scenario analysis; consider another product if personal finance or tax planning is the priority.
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LivePlan pricing
All 3 LivePlan plans and prices →
LivePlan fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $15/mo |
| Financial projections | Not verified |
| Section guidance | Not verified |
| Template library | Not verified |
| Document export | Not verified |
| Scenario planning | Not verified |
| Team collaboration | Not verified |
| Platform support | Not verified |
| Money-back guarantee | 35 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, PCI DSS |
| Support | Email, Live chat, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: QuickBooks Online, Xero |
| Pricing | Free plan (source) |
| Website | liveplan.com |
| Facts checked | 20 Sep 2026 |
LivePlan integrations
LivePlan lists 2 integrations on its own site.
- QuickBooks Online
- Xero
Alternatives to LivePlan
- UpmetricsA collaborative web workspace for business plans, forecasts, scenarios, and exports.8.6
- Business in a BoxA broad HR operations platform, but not a focused business-plan tool.6.8
- PrometAIA broad AI planning workspace with financial modeling, exports, and stress testing.6.7
See all LivePlan alternatives →
LivePlan vs the competition
- LivePlan vs Upmetrics
- LivePlan vs Business in a Box
- LivePlan vs PrometAI
- LivePlan vs PlanForge
- LivePlan vs Plania
- LivePlan vs Launchet
Compare LivePlan with any tool side by side →
Also Ranked In
LivePlan is ranked in 6 of our directories.
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used LivePlan for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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