LivePlan
Claim ProfileBusiness Plan Software With Performance Tracking
SoftwareWorld Editorial Review
Why SoftwareWorld Chooses LivePlan
"Startups and small business owners often turn to LivePlan when they need to build a clear business plan without spending hours figuring out financial projections from scratch. It helps put together forecasts, budgets, and performance tracking in a way that feels manageable, even for non-financial users. Founders preparing for investor meetings or loan applications tend to find it particularly useful. That said, larger businesses with complex financial structures may find the planning tools a bit too basic for their needs."
Decision Snapshot
LivePlan Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
Buyer Contribution
Your LivePlan experience can help other buyers
Used LivePlan? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.
Reviews are published after SoftwareWorld moderation.
Write a Review
Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
LivePlan Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose LivePlan
Problem it Solves
-
Helps Entrepreneurs Create And Manage Business Plans Effectively
Target Users
-
Small Business Owners
-
Entrepreneurs
-
Startup Founders
-
Business Consultants
-
Financial Planners
Core Use Case
-
Develop Business Plans
-
Track Financial Performance
-
Collaborate With Team Members
-
Analyze Market Trends
-
Secure Funding
USP
-
Transforming Ideas Into Actionable Business Plans Effortlessly
Pros
-
Solid business plan builder that guides first-timers through every step
-
Financial forecasting feels approachable even without an accounting background
-
One-click pitch deck creation saves founders hours of formatting work
-
Over 500 sample business plans cover nearly every niche industry
-
Real-time performance tracking lets you compare actuals against your forecast
-
Collaboration tools make it easy to loop in advisors or partners
-
Bank-sync feature keeps financial data current without manual entry
Cons
-
Forecast collaboration feels limited when multiple stakeholders need simultaneous editing
-
Financial modeling depth may frustrate seasoned CFOs expecting advanced scenarios
-
Pricing climbs noticeably once you move beyond the basic tier
-
Real-time data sync depends heavily on your accounting tool's compatibility
Editorial Buyer Guidance
Who Is LivePlan Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Helps Entrepreneurs Create And Manage Business Plans EffectivelyTarget Users
- Small Business Owners
- Entrepreneurs
- Startup Founders
- Business Consultants
- Financial Planners
Core Use Cases
- Develop Business Plans
- Track Financial Performance
- Collaborate With Team Members
- Analyze Market Trends
- Secure Funding
Unique Selling Point
Transforming Ideas Into Actionable Business Plans Effortlessly
Strengths and Limitations
LivePlan Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Solid business plan builder that guides first-timers through every step
- Financial forecasting feels approachable even without an accounting background
- One-click pitch deck creation saves founders hours of formatting work
- Over 500 sample business plans cover nearly every niche industry
- Real-time performance tracking lets you compare actuals against your forecast
- Collaboration tools make it easy to loop in advisors or partners
- Bank-sync feature keeps financial data current without manual entry
!
Cons
- Forecast collaboration feels limited when multiple stakeholders need simultaneous editing
- Financial modeling depth may frustrate seasoned CFOs expecting advanced scenarios
- Pricing climbs noticeably once you move beyond the basic tier
- Real-time data sync depends heavily on your accounting tool's compatibility
Sponsored Products
Explore Similar Software
Discover sponsored software products relevant to LivePlan and its buyer use cases. Review product fit, trial availability, and other profile signals before visiting a vendor website.
Sponsored placements are paid positions and do not influence LivePlan profile information, SoftwareWorld’s editorial assessment, or user reviews.
Sponsored
Category-Based Capabilities
LivePlan Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Budgeting Software 24 selected features Open category ↗ ⌄
General Ledger
Forecasting
Self-Service Reporting
Financial Analysis
Strategic Planning
Expense Management
Activity Dashboard
Income & Balance Sheet
Financial Management
Cash Management
Multi-Department/Project
Profit/Loss Statement
Real Time Reporting
Access Controls/Permissions
Data Visualization
Billing & Invoicing
Collaboration Tools
Purchase Order Management
Multi-Currency
Asset Lifecycle Management
Data Import/Export
Receipt Management
Reporting/Analytics
Artificial Intelligence
Business Plan Software 14 selected features Open category ↗ ⌄
Financial Templates
Business Plan Templates
Goal Setting/Tracking
Step-by-Step Wizard
Collaboration Tools
Data Visualization
Pitch Presentation
Investor Management
Financial Modeling
Progress Tracking
Budgeting/Forecasting
Financial Reporting
Competitive Analysis
Artificial Intelligence
Financial Reporting Software 20 selected features Open category ↗ ⌄
Cash Management
Expense Tracking
Multi-Currency
What If Scenarios
Customizable Reports
Billing & Invoicing
Data Import/Export
Financial Management
Consolidation/Roll-Up
Activity Dashboard
Bank Reconciliation
Audit Trail
Forecasting
Third-Party Integrations
Budgeting/Forecasting
Data Visualization
Reporting/Analytics
Multi-Company
Financial Analysis
Artificial Intelligence
General Ledger Software 16 selected features Open category ↗ ⌄
Financial Reporting
Transaction Management
Bank Reconciliation
Approval Process Control
Workflow Management
Chart of Accounts
Multi-Currency
Multi-Location
Audit Trail
Cash Flow Management
Accounts Receivable
Accounts Payable
Data Import/Export
Activity Dashboard
Expense Tracking
Artificial Intelligence
Sales Forecasting Software 21 selected features Open category ↗ ⌄
Pipeline Management
Lead Management
Workflow Management
Data Visualization
Contact Management
Contact Database
Data Import/Export
What If Scenarios
Graphical Data Presentation
Activity Tracking
Statistical Analysis
Forecasting
Sales Reports
Dynamic Modeling
Customizable Reports
Opportunity Management
Alerts/Notifications
Budgeting/Forecasting
Modeling & Simulation
Lead Capture
Artificial Intelligence
Connected Applications
LivePlan Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft Excel
Google Workspace
HubSpot CRM
Salesforce Sales Cloud
QuickBooks Online
Slack
Zapier
FreshBooks
Xero
Expensify
Pricing Information
LivePlan Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Standard
$15
Per Month
Premium
$30
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a LivePlan Review ↗
LivePlan Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Amie H.
Partner and Principal Consultant
It streamlined our business planning process
Liveplan is an outstanding business planning software that streamlined the creation of my business plan. Its intuitive design and step-by-step guidance made the process efficient and its AI-powered writing assistant that turned my bullet points into polished paragraphs saving me hours of work.
Reviewed on April, 2025
John R.
President
My Liveplan Experience
I had a great experience using the platform, especially appreciating how it breaks down the plan into a step-by-step process, making it very easy for me to understand and navigate. The graphs and charts were incredibly helpful as well.
Reviewed on December, 2024
Sezer K.
Founder
Highly Recommended!!!
User-friendly and flexible tool that is highly recommended.
Reviewed on November, 2024
Jean Maurice P.
CEO
LivePlan is invaluable for my planning and business strategies
As a CEO, I find LivePlan invaluable for my planning and business strategies. It offers excellent support in crafting my business plan and sales pitch, acting like a personal assistant that walks me through each essential section for a comprehensive plan.
Reviewed on November, 2024
Awad H.
Finance and Accounting Manager
Valuable tool for managing business plans
Livplan is valuable tool for creating and managing business plans. Its user-friendly interface and AI assistance make it easy for me to navigate, while the flexibility allows me to customize my plans to meet my specific needs.
Reviewed on September, 2024
Errol W.
President
Reliable Asset
Liveplan has been a reliable asset in my work.
Reviewed on September, 2024
Evandro T.
Director
Review from a Liveplan User
As a user of the system, I have truly enjoyed its ease of use and the exceptional forecasting tools it offers, which greatly assist me in developing various consulting projects.
Reviewed on September, 2024
Canitrea Y.
Lash Artist
Positive experience for me
I find this tool incredibly helpful for building my business plans and more. It's easy to use and offers a wealth of educational resources, which is perfect for beginners like me.
Reviewed on May, 2023
Thomas G.
Owner
Liveplan is a great software
LivePlan proved to be a great software for me due to its ease of use and the ability to easily change parameters, which enhances my overall experience.
Reviewed on May, 2023
Ifeanyi K.
Director
LivePlan helped in achieving my goal in my business
I successfully achieved my goal of writing business plans with LivePlan, which provided my team and me with the guidance we desperately needed as a new firm. It allowed us to focus on every aspect of our business strategy and identify necessary adjustments before launching. I appreciate how it simplifies the process of developing strategies and generating new ideas.
Reviewed on July, 2022
Pasha S.
CEO
LivePlan is an all-in-one platform
I had to make several attempts to create my business plan, but ultimately, it paid off. This all-in-one software has been invaluable in helping me organize my thoughts, data, and expectations in a meaningful way, which has greatly assisted me in planning, budgeting, and forecasting.
Reviewed on June, 2020
Clive R.
Managing Director
Good business planning app
The software effectively fulfilled its purpose, offering a user-friendly experience with intuitive navigation and a sleek, clean layout.
Reviewed on March, 2020
Anonymous Reviewer
CEO
Strong and helpful platform
LivePlan proved to be strong and incredibly helpful, especially when it came to projecting the impact of my decisions—it truly made planning my business's growth feel intuitive. While the initial setup took some time, I still preferred it over the hassle of doing everything manually.
Reviewed on March, 2020
Jeanette L.
CEO
Easy to use and very helpful
LivePlan is easy to use software and I appreciate the helpful resources it provides for creating my business plan.
Reviewed on February, 2020
Anonymous Reviewer
CEO
Effective tool for its intended purpose
LivePlan is a user-friendly platform and provides clear guidance on tasks.
Reviewed on January, 2020
Alternative Products
View All LivePlan Alternatives ↗
Top LivePlan Alternatives
Explore leading products commonly evaluated alongside LivePlan.
Frequently Asked Questions
LivePlan FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
LivePlan is a user-friendly business planning software designed to help entrepreneurs craft effective business strategies. It simplifies the planning process with intuitive tools and templates. With LivePlan, users can create detailed financial forecasts, track key metrics, and develop compelling business plans. The software provides interactive dashboards for real-time insights, aiding in decision-making. Users can collaborate seamlessly with team members, fostering efficient communication. LivePlan's industry benchmarks offer valuable context for performance evaluation. Additionally, it allows users to create visually appealing presentations for stakeholders. Overall, LivePlan serves as a comprehensive platform for businesses to plan, track, and communicate their strategies effectively.
- No, LivePlan does not offer a free version.
- Yes, LivePlan offers a free trial.
- No, Credit Card details are not required for the LivePlan trial.
-
LivePlan offers the following pricing plans & packages:
Standard
$15 Per Month
Premium
$30 Per Month
-
LivePlan supports the following payment frequencies:
- Annual Subscription
- Yes, LivePlan offers an API.
-
LivePlan can be integrated with the following applications:
- Salesforce Sales Cloud , FreshBooks , QuickBooks Online , Xero , Google Workspace , HubSpot CRM , Slack , Microsoft Excel , Expensify , Zapier
-
LivePlan offers support with the following options:
- Email , Phone , Chat , Knowledge Base
-
LivePlan offers training with the following options:
- Webinar , Documentation , Videos
-
LivePlan supports the following languages:
- English , French , German , Italian , Portuguese , Spanish
-
Following are the typical users of the LivePlan:
- Self-Employed , Small-Business , Midsize-Business
-
LivePlan supports the following deployment:
- Cloud Hosted
-
LivePlan supports the following devices and operating systems:
- Web-Based , Mac
Are you an authorized LivePlan representative?
Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.
Product Comparisons
LivePlan Comparisons
Open published two-product comparison pages for a side-by-side evaluation.
LivePlan vs Dynamics 365
↗
LivePlan vs Oracle Fusion Cloud ERP
↗
LivePlan vs Odoo
↗
LivePlan vs SAP Cloud ERP (formerly SAP S/4HANA Cloud)
↗
LivePlan vs SAP Business One
↗
LivePlan vs QuickBooks Online
↗
LivePlan vs SAP Business ByDesign
↗
LivePlan vs Sage 50 Accounting
↗
LivePlan vs Sage Intacct
↗
LivePlan vs NetSuite
↗
Get Expert Help