LivePlan

Name: LivePlan
Price: 15 USD

LivePlan helps entrepreneurs and small businesses turn an idea into a lender-ready business plan, a three-statement forecast and a pitch deck, then track actual results against budget.

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Overview

Describe your business and LivePlan's AI-guided builder drafts each plan section and builds a linked income statement, cash flow and balance sheet that update when you change an assumption. Plan Review checks the narrative against the numbers, and a pitch deck with live-linked financial charts exports to PowerPoint or PDF. Premium adds QuickBooks Online and Xero connections, budget-versus-actual dashboards with 20+ trend reports, a monthly financial review, up to 10 what-if scenarios and market research. Only one company can be active at a time, and QuickBooks Desktop is not supported.

More product details

Product

Demo Url: liveplan.com/product-tour
License Model: Proprietary
Solution Kind: Application

Who it is for

Organization Types: Business
Education

Before you choose

Check before choosing

QuickBooks Desktop and QuickBooks Self-Employed cannot be connected to LivePlan.
Only one company can be open and active for editing at a time on Standard and Premium.

Features

Business Plan Templates

550+ sample business plans

Customizable plan themes with own fonts, colors and images

More details & conditions

Plan export to Word or PDF

Categories: Business Plan

Financial Modeling

Three-statement model with linked income statement, cash flow and balance sheet

Revenue changes flow through the full forecast

Categories: Business Plan

Budgeting/Forecasting

Budget and forecast built by AI conversation, spreadsheet import or from scratch

Budget-vs-actual comparison on Premium

Categories: Business Plan

Strategic Planning

Guided step-by-step business plan sections with AI writing help

Idea Canvas idea validation

More details & conditions

Plan Review funding-readiness assessment

Categories: Business Plan

Financial Analysis

Linked income statement, cash flow and balance sheet forecast

Industry benchmark comparison of margins and costs

What you need: Industry benchmarks and market research require Premium

Categories: Business Plan

Goal Setting/Tracking

Milestone planner with reminders for business goals

Categories: Business Plan

Scenario Planning

Up to 10 what-if forecast scenarios compared side by side

What you need: Premium plan

Categories: Business Plan

Pitch Presentation

AI pitch deck generated from the plan with live-linked financial charts

Editing of slides, order and theme

What you need: Included in Standard and Premium

More details & conditions

Export to PPTX or PDF and shareable link

Categories: Business Plan

Sales Trend Analysis

Revenue and revenue-breakdown trend reports

Highlighted positive and negative trends with drill-down

What you need: Premium plan with accounting data

Categories: Sales Forecasting

Forecasting

Revenue forecast

Sales forecast built from conversation, spreadsheet import or accounting data

More details & conditions

Profit and cash forecast projected up to 5 years

Categories: Sales Forecasting

Modeling & Simulation

What-if scenarios for a hire, equipment purchase, new location or price change

Up to 10 scenarios compared side by side

What you need: Premium plan

Categories: Sales Forecasting

Graphical Data Presentation

Charts and graphs created automatically from forecast data

Dashboard visuals exportable as PDF

Categories: Sales Forecasting

Show all details (21)

Performance Metrics

40+ dashboard metrics with definitions

Budget vs. actual tracking

What you need: Premium plan

Categories: Sales Forecasting

Sales Reports

Revenue and revenue-breakdown dashboard reports

Board and lender reports as PDF

What you need: Premium plan

Categories: Sales Forecasting

Financial Analysis

Performance dashboard with 40+ metrics including revenue, expenses and net profit

20+ trend reports from accounting data

What you need: Premium plan with QuickBooks Online or Xero connection, or manually entered actuals

Categories: Financial Reporting

Income & Balance Sheet

Income statement, balance sheet and cash flow statement in lender-expected format

PDF download of forecasts

Categories: Financial Reporting

Profit/Loss Statement

Forecast profit and loss statement

Profit and loss report from connected accounting actuals

Categories: Financial Reporting

Self-Service Reporting

Dashboards built automatically from connected accounting data

PDF download or print of dashboards

What you need: Premium plan

More details & conditions

Guest invitations to view dashboards in LivePlan

Categories: Financial Reporting

Budgeting/Forecasting

Budget and forecast with expense budget and sales forecast

Budget vs. actual dashboards

What you need: Budget-vs-actual dashboards and monthly review require Premium

More details & conditions

Monthly financial review

Categories: Financial Reporting

Cash Management

Cash flow forecast that marks low cash points ahead of time

Forecast updates from QuickBooks or Xero actuals

What you need: Automatic updates require Premium

Categories: Financial Reporting

Multi-Company

Create multiple companies in one account, with one active at a time

Categories: Financial Reporting

Workflow details

Model: Scenario planning
Categories: Business Plan · Sales Forecasting
Versions: Scenarios
switch between active scenarios
Categories: Business Plan · Sales Forecasting
Workflow boundary and exception handling: A revenue assumption change flows automatically through the cash flow statement and balance sheet.
Categories: Business Plan · Sales Forecasting
Delivery: Dashboards
PDF
drill-down into metrics
Categories: Financial Reporting

Pricing

Common pricing conditions

Applies to: Standard · Premium

Add On Fees

Name
LivePlan Expert (one-on-one video sessions)
Price
Amount
30
Price basis
Per month, paid monthly

Export included in the plan

Yes

Standard

USD 15 / flat fee / monthBilled annually

USD 15 / flat fee / month

Billed annually

Plan details & limits

Business Model: Subscription
Limits: Active companies
1
Contributors
5
Guests
Unlimited

Premium

USD 30 / flat fee / monthBilled annually

USD 30 / flat fee / month

Billed annually

Access in this plan

Export Formats: CSV

Plan details & limits

Business Model: Subscription
Limits: Active companies
1
Contributors
5
Guests
Unlimited
Forecast scenarios
10

Technical details

Deployment

Client Channels: Browser
Delivery Models: Cloud (SaaS)

AI

Customer Knowledge: Uploads
Input Modalities: Text
Output Modalities: Text
Image
Use Cases: Text generation
Text improvement
Plan analysis
Report generation

Implementation

Delivery Mode: Self service

Data

Export Formats: PDF
Word document
PowerPoint presentation
Import Formats: CSV

Customization

Skill Level: No code
Supported Scopes: Branding

Reliability

Service status: liveplan.com/status

Security

Assurances

Kind
Self declaration
Scope
Card payment processing
Standard
PCI DSS SAQ A 3.2

Encryption At Rest

Yes

Encryption In Transit

Yes

Support

Channels

Email
Chat

Human Availability

Timezone: PST
Weekdays: Mon
Tue
Wed
Thu
Fri
Opens local: 08:00
Closes local: 16:00
Human staffed: Yes

Included In Plan

Yes

Training Formats

Video
Webinar

Reviews

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