Does LivePlan offer a free trial?

No, LivePlan does not offer a free trial, but it provides a 35-day money-back guarantee for all new subscriptions.

Can I invite my accountant or partners to my plan?

Yes, both plans include up to 5 contributors who can edit the plan. You can also invite unlimited 'Guest' users for view-only access.

How does the AI LivePlan Assistant help me?

The Assistant helps write plan sections, rewrites text for better tone, suggests revenue and expense categories, and can generate an executive summary based on your data.

Is the pricing cheaper if I pay annually?

Yes, annual billing reduces the cost to $15/month for Standard ($180 billed yearly) and $30/month for Premium ($360 billed yearly).

Can I use LivePlan for an SBA loan application?

Yes, LivePlan's format and financial reports are designed to meet the specific requirements of the Small Business Administration (SBA) and most commercial lenders.

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Business plans

Paid

LivePlan

AI-powered business planning and financial forecasting tool. Create lender-ready plans, track performance with QuickBooks/Xero, and access 500+ sample plans and industry benchmarks.

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Rating

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4 months ago

Listed

Business plans

Financial forecasting

Pitch decks

Market research

Strategic planning

QuickBooks integration

Xero integration

Startup tools

Growth tracking

AI writing assistant

Tool information

Provider

Palo Alto Software

Platforms

Web

Languages

English

Added to directory

4 months ago

Last updated

about 2 months ago

Rating

Not available

Pricing

Paid

About LivePlan

What the tool does and who it's for

LivePlan is a comprehensive business planning and financial management platform that integrates AI-powered tools with structured accounting logic. It features the LivePlan Assistant, an AI writing and forecasting guide that helps entrepreneurs overcome writer's block by generating drafts, refining tone, and suggesting revenue streams. Unlike generic AI, LivePlan ensures financial integrity by syncing income statements, cash flows, and balance sheets. It also provides industry benchmarks from over 1,000 industries and connects with QuickBooks or Xero to track real-time performance against forecasted goals.

Key capabilities

AI-Powered LivePlan Assistant: Generates initial drafts, improves grammar, and adjusts tone (professional, persuasive, etc.).

Automatic Financial Statements: Built-in formulas for instant income statements, cash flow, and balance sheets without spreadsheets.

Lender-Ready Pitch Decks: Professional templates designed to meet the requirements of banks and investors.

Industry Benchmarking: Access to verified financial data from over 1,000 industries to compare your performance.

Plan vs. Actual Tracking: Syncs with QuickBooks Online and Xero to monitor real-time business health against your plan.

Scenario Planning: 'What-if' modeling to see how changes in revenue or expenses affect cash flow and profitability.

Idea Canvas: A structured one-page visual tool to quickly validate business concepts before writing a full plan.

Sample Plan Library: Over 500+ professional business plan examples across various industries for inspiration.

Pricing

Paid — plans below

Standard

$20/mo

AI writing assistant
5-year financial forecasts
Lender-ready business plan
550+ sample plans
1 active company
5 contributors

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