LivePlan review
A broad planning suite for established businesses that need forecasts, scenarios, and reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
LivePlan pros and cons
- 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
LivePlan fact sheet, pricing and score →
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