getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

LivePlan Logo

Business planning & performance management software

Table of Contents

LivePlan - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

LivePlan overview

What is LivePlan?

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs.

With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier.

No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate.

Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document.

Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically.

Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data. Use this data as the foundation for your projections, budgets, and see how your current performance compares to your forecasted plan.

Be a more confident business owner and strategically manage your business from day one and onward with LivePlan.

Starting price

20flat rate /
per month

Alternatives

with better value for money


Pros & Cons

Verified reviewer profile picture
Verified reviewer profile picture
Verified reviewer profile picture

Business Plan Creation

User Interface

Financial Forecasting

Cancel Account

Template Customization

LivePlan’s user interface

Ease of use rating:

LivePlan review summaries overview

Verified reviewer profile picture
Verified reviewer profile picture

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(11)
3-4(45)
5(144)

What do users say about LivePlan?

Reviewers indicate LivePlan makes business plan creation straightforward with its step-by-step guidance, intuitive interface, and helpful templates. They find it easy to use, even for beginners, and say it simplifies financial forecasting, budgeting, and scenario planning. Many appreciate the ability to share plans with investors and collaborate with others, as well as the integration with accounting software. They value the educational resources and support provided.

Some report limitations in customization, pricing concerns for long-term use, and occasional challenges with advanced financial modeling or report formatting. They mention customer support is generally responsive, but a few experience issues with subscription management.

Select to learn more


Who uses LivePlan?

Based on 200 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services
Accounting
Retail
Packaging and Containers
Others

Use cases

Business Plan
Financial Reporting
Sales Forecasting
Business Performance Management
General Ledger

LivePlan's key features

Most critical features, based on insights from LivePlan users:

Budgeting/Forecasting
Step-by-Step wizard
Financial reporting
Goal setting/tracking

All LivePlan features

Features rating:

Accounting
Activity dashboard
API
Benchmarking
Budgeting/Forecasting
Business plan templates
Cash flow management
Cash management
Collaboration tools
Commenting/Notes
Customizable branding
Customizable reports
Customizable templates
Dashboard
Dashboard creation
Data import/export
Data visualization
Drag & drop
Expense management
Financial analysis
Financial management
Financial modeling
Financial reporting
Financial Templates
Forecasting
For small businesses
Goal setting/tracking
Graphical data presentation
Income & balance sheet
Investor management
Modeling & simulation
Multi-Company
Multi-Currency
Performance metrics
Pitch presentation
Planning Tools
Predictive analytics
Profit/Loss statement
Progress tracking
Project management
Real-Time data
Real-Time reporting
Reporting/Analytics
Reporting & statistics
Sales trend analysis
Scenario planning
Step-by-Step wizard
Strategic planning
Task management
Third-Party integrations
Transaction management
Visual analytics
"What if" scenarios

LivePlan alternatives

LivePlan logo

Starting from

20

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Upmetrics logo
visit website

Starting from

19

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Smartsheet logo
visit website

Starting from

12

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Xero logo
visit website

Starting from

25

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

LivePlan pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Standard

20

Per month

Features included:

  • Automatic Financial Statements
  • Full Financial Forecast
  • One-Page Pitch Builder
  • Step-By-Step Instructions
  • 550+ Sample Plans
  • LivePlan Assistant [AI-Powered]
  • Lender Ready Financial Statements

Premium

40

Per month

Features included:

  • Full Financial Forecast
  • Industry Benchmark Data
  • Step-By-Step Instructions
  • One-Page Pitch Builder
  • Performance Dashboards
  • "What-if" Forecast Scenarios
  • Syncs With Xero & Quickbooks
  • 550+ Sample Plans
  • Lender Ready Financial Statements

User opinions about LivePlan price and value

Value for money rating:

To see what individual users think of LivePlan's price and value, check out the review snippets below.

“It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence.”
Verified reviewer profile picture

Tabitha E.

Owner-Founder

“Financial planning is one of its strongest areas allowing clear projections realistic scenarios and informed decision making.”
EJ

Eduardo J.

Strategy Advisor

LivePlan integrations (3)

Integrations rated by users

We looked at 200 user reviews to identify which products are mentioned as LivePlan integrations and how users feel about them.

Integration rating: 4.6 (8)

Important to track sales data. Unfortunately we have never gotten this to work for us properly. Causes up doubled up payments and invoice problems.

WT

Willem T.

Systems Director

Xero logo
Xero

Integration rating: 4.5 (3)

Qbo logo
Qbo

Integration rating: 5.0 (1)

Integration rating: 3.0 (1)

It is Reckon Accounts Hosted which is not an option to select. Use it for all Accounting & Payroll

As a solo practice, the attorney needs to have a good accounting software and the ease of use of both products was most important to the running of a

AH

Alison H.

Accounts Officer

1/2

Integration rating: 4.0 (1)

For a customer success role where you're regularly presenting account health or escalation trends to leadership, having diagrams that are grounded in live spreadsheet data adds a layer of credibility that static visuals simply don't have.

Merged to create the listing for upload

Verified reviewer profile picture

Prashast S.

Customer Success

1/2

Other top integrations

LivePlan support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Knowledge Base
FAQs/Forum
Phone Support

Training options

Videos
Webinars
Documentation
Live Online

LivePlan FAQs

Q. Who are the typical users of LivePlan?

LivePlan has the following typical customers:
Mid-size Business, Small Business, Freelancers

These products have better value for money


Q. What level of support does LivePlan offer?

LivePlan offers the following support options:
Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, Phone Support

Related categories