LivePlan Reviews, Pricing, Features & Alternatives in 2026
LivePlan is a cloud-based business planning software that helps you create professional business plans, secure funding, and track your financial performance against your actual business results.
LivePlan is a comprehensive business planning tool designed to help you move from a blank page to a professional, investor-ready business plan. You can follow a step-by-step process with over 500 sample plans to guide your writing, ensuring you cover every section banks and investors expect to see. It simplifies complex financial forecasting by calculating your profit and loss, cash flow, and balance sheet automatically based on the numbers you input.
Beyond the initial plan, you can use the dashboard to track your real-world progress. By connecting your accounting software, you can compare your actual sales and expenses against your original projections in real-time. This allows you to adjust your strategy quickly and keep your business on track for growth, making it a valuable tool for both startups seeking capital and established small businesses managing their finances.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop struggling with complicated spreadsheets and formatting. LivePlan provides you with a structured environment where you can build your business strategy and financial models with confidence using these core capabilities:
Step-by-Step Builder
Follow a guided process that breaks your business plan into manageable tasks so you never feel overwhelmed by a blank page.
Automatic Financials
Input your basic numbers and let the software generate professional-grade financial tables, including cash flow statements and balance sheets.
500+ Sample Plans
Browse a massive library of successful business plans from various industries to see exactly what works for your specific niche.
Performance Dashboard
Sync your accounting data to see visual charts comparing your actual business performance against your initial financial goals.
Investor-Ready Export
Download your finished plan as a professionally designed PDF or Word document that meets the strict standards of lenders.
Pitch Deck Creator
Generate a clean, one-page visual pitch that summarizes your business opportunity for quick presentations to potential partners or investors.
Integrations
QuickBooks Online
QuickBooks Desktop
Xero
Pricing Plans
LivePlan offers straightforward subscription options based on how long you need the tool. You can choose between a flexible monthly plan or save significantly by committing to an annual subscription. Both options provide you with the full suite of planning and tracking features to grow your business.
Based on feedback from entrepreneurs and small business owners on review platforms, here is what you can expect when using the platform:
Pros
Intuitive interface makes financial forecasting accessible
Excellent library of industry-specific sample plans
Professional formatting saves hours of design work
Helpful educational resources for first-time entrepreneurs
Cons
No free trial available to test features
Limited customization for specific document layouts
Requires manual data entry for non-integrated apps
Who Should Use LivePlan?
Ideal for entrepreneurs and small business owners (1-20 people) who need to create professional business plans for bank loans or investors.
Best for Company Sizes
solopreneur
small-business
Popular Industries
Our Verdict
LivePlan is a top-tier choice if you need to produce a high-quality business plan without hiring a consultant. The software excels at taking the mystery out of financial forecasting, making it easy for you to build credible projections even if you don't have a finance background.
While the lack of a free trial is a drawback, the 35-day money-back guarantee provides a safety net for you to explore the tool. It is highly recommended for startups seeking funding and small business owners who want a living document to track their financial health.
Ready to Try LivePlan?
Start your 0-day free trial today—no credit card required. See why over 0 teams trust LivePlan