From my experience with LivePlan, I found it excels at simplifying the complex process of business planning with its intuitive interface and comprehensive financial forecasting tools. After spending time with the platform, I can say it’s particularly well-suited for startups and small business owners who need to create professional plans and budgets without extensive financial expertise. However, the lack of a mobile app and English-only support may limit accessibility for some users. Overall, if you need a reliable, all-in-one business planning solution that supports strategy and funding efforts, LivePlan delivers solid, practical results.
LivePlan Business Planning Software for Financial Forecasting & Strategy
LivePlan is a cloud-based business planning software that simplifies creating professional business plans and financial forecasts, helping startups and small businesses strategize and manage finances effectively.
- Best for
- Business Plan Creation
- Key capability
- Step-by-Step Business Plan Builder
Do you recommend this tool?
What is LivePlan?
LivePlan is a cloud-based business planning software designed to help entrepreneurs, startups, and small businesses create comprehensive business plans, financial forecasts, and budgets. It simplifies the complex process of business planning by providing intuitive tools, customizable templates, and real-time financial dashboards. LivePlan supports users in developing strategies, tracking progress, and communicating plans effectively to investors or lenders.
Key features of LivePlan
LivePlan offers guided business plan creation, automated financial forecasting, budgeting tools, performance dashboards, and collaboration features. It integrates financial data to provide real-time insights and generates professional reports and pitch decks to support funding efforts.
Step-by-Step Business Plan Builder
Guides users through each section of a business plan with examples and tips.
Automated Financial Forecasting
Creates dynamic financial models based on user inputs to project future business performance.
Real-Time Performance Dashboards
Visualizes actual financial results versus forecasts to monitor business health.
Customizable Templates
Offers industry-specific templates that can be tailored to unique business needs.
Collaboration and Sharing
Enables secure sharing and collaboration with advisors, investors, and team members.
Pros and cons of LivePlan
Pros
- User-friendly interface with guided planning
- Comprehensive financial forecasting tools
- Professional templates and reports
- Real-time performance tracking dashboards
- Collaboration features for teams and advisors
Cons
- No mobile app available; web-only platform
- Limited language support (English only)
- Pricing may be high for very small businesses or solo entrepreneurs
Key use cases for LivePlan
Business Plan Creation
Create professional, investor-ready business plans with step-by-step guidance and customizable templates.
Financial Forecasting
Build detailed financial forecasts including profit and loss, cash flow, and balance sheets to project business performance.
Budget Management
Track budgets and compare actual financial results against forecasts to manage business finances effectively.
Pitch Presentation
Generate polished pitch presentations and reports to communicate business strategy to investors and stakeholders.
Collaboration
Collaborate with team members or advisors by sharing plans and financial data securely within the platform.
How LivePlan works
- 1
Sign Up
Create an account on LivePlan’s website to access the platform.
- 2
Choose a Template
Select from a variety of business plan templates tailored to different industries and business types.
- 3
Input Business Details
Enter company information, market analysis, products/services, and other relevant data.
- 4
Build Financial Forecasts
Use LivePlan’s tools to create detailed financial projections including sales, expenses, and cash flow.
- 5
Review and Share
Generate reports and pitch presentations, then share them with investors, partners, or team members.
Who is using LivePlan
Entrepreneurs and startups
Small business owners
Business consultants and advisors
Nonprofit organizations
Financial planners and accountants
LivePlan pricing
Standard
$20/month
Full access to business planning tools, financial forecasting, and reporting.
Premium
$30/month
Includes all Standard features plus priority support and additional collaboration tools.
Plans and prices are as published by the vendor and can change. Check the official site before you buy. Open the pricing page (opens in a new tab)
Frequently asked questions about LivePlan
Yes, you can cancel your subscription at any time without any cancellation fees.
LivePlan provides a wide range of customizable templates suitable for most industries and business types.
Yes, LivePlan helps create investor-ready business plans and financial forecasts to support funding applications.
Yes, LivePlan allows you to share your plan and collaborate securely with team members or advisors.
This tool is designed to help users accomplish its core tasks more efficiently. It is typically used by individuals or teams looking to improve productivity and workflow.
Pricing depends on the plan and included features. For the most accurate and up-to-date details, check the official pricing page.
Yes, it can help with that use case depending on how you configure it and what features are available. You’ll get the best results with clear inputs and a defined goal.
It depends on your specific needs and how you plan to use the tool. The official website and documentation are the best sources for the latest details.
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