LivePlan
Budgeting and forecasting software
Cash flow management software
Financial analysis software
Business plan software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$20 per month
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What is LivePlan
LivePlan is a cloud-based business planning and financial forecasting tool used to create business plans, budgets, and cash flow projections. It targets entrepreneurs, small businesses, and advisors who need structured plan documents and lender/investor-ready financial statements. The product combines guided plan templates with integrated financial forecasting and dashboard-style performance tracking against plan. It is typically used as a lightweight planning layer rather than a full enterprise planning platform.
Guided business plan creation
LivePlan provides structured templates and prompts to help users build narrative business plans alongside financials. This supports common use cases such as startup planning, loan applications, and investor updates. The workflow is designed for non-finance users and reduces the need to build plan documents from scratch.
Integrated forecasting and cash flow
The product includes budgeting, forecasting, and cash flow projection capabilities tied to the plan model. Users can generate core financial statements (e.g., profit and loss, cash flow, balance sheet) based on assumptions. This makes it practical for small teams that need planning outputs without implementing a broader planning suite.
Plan vs actual tracking dashboards
LivePlan includes reporting and dashboards to compare actual performance to the plan. This supports ongoing management reviews and periodic reforecasting. It provides a simpler monitoring experience than enterprise-focused planning tools that emphasize complex modeling and multi-department workflows.
Limited enterprise planning depth
LivePlan is not designed for complex enterprise planning requirements such as multi-entity consolidations, advanced driver-based modeling at scale, or highly customized planning applications. Organizations needing extensive scenario modeling, granular workforce planning, or sophisticated allocation logic may outgrow it. It is better suited to small business planning than enterprise performance management.
Less flexible modeling for specialists
The forecasting approach is guided and template-driven, which can constrain finance teams that want fully bespoke models. Advanced users may find it harder to implement unique revenue recognition logic, complex product hierarchies, or specialized KPIs. Some teams may still maintain parallel spreadsheet models for edge cases.
Integration and data pipeline constraints
Compared with larger planning platforms, LivePlan typically offers fewer options for automated data integration, governance, and workflow controls. Companies with multiple source systems may need manual imports/exports or additional tooling to keep actuals synchronized. This can limit scalability as reporting and planning complexity increases.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Standard | $20 per month (paid monthly); $15 per month (billed annually — Save 25%) | Business plan builder, lender-ready statements, full financial forecast (P&L, balance sheet, cash flow), one-page pitch builder, 550+ sample plans, live onboarding session, chat & email support, AI-powered market research & financial analysis, export to Excel, QuickBooks Online & Xero integration. |
| Premium | $40 per month (paid monthly); $30 per month (billed annually — Save 25%) | All Standard features plus advanced financial tools: up to 10 "what-if" forecast scenarios, performance dashboards, real-time profit & cash forecasting, automatic forecast builder, industry benchmarks, trend reports, additional forecasting/analysis features. |
| LivePlan Expert (optional add-on) | $30 per month (additional to subscription) | One-on-one 30-minute video support sessions, priority assistance, dedicated guidance; billed in addition to subscription. |
| Business Plan Review (one-time professional service) | $500 one-time | Professional plan review service (24–48 hour turnaround) — optional, one-time fee. |
Seller details
Palo Alto Software, Inc.
Eugene, Oregon, USA
1994
Private
https://www.liveplan.com/
https://x.com/liveplan
https://www.linkedin.com/company/liveplan/
