LivePlan Pricing, Features, Reviews & Comparison of Alternatives

LivePlan Reviews


Business planning & tracking software

4.38/5 (28 reviews)

LivePlan overview

LivePlan was built from the ground up with simplicity in mind. At each step, there are example business plans, video help, and tutorials to help you avoid writer’s block. The step-by-step planning method makes it easy to create a professional plan that will wow any audience. With built in financials, LivePlan does all the math for you.

Your knowledge about your business, combined with LivePlan's powerful forecasting tools will create a bulletproof business plan.

After 15+ years in the business planning business, we know what lenders are looking for in a business plan. When you use LivePlan, your plan will meet those standards.


The Pitch makes it easy to share a quick one-page overview of your business with lenders, investors, and your team - keeping everyone on the same page, without having to share a full business plan document. Easily add your business overview, team members, and milestones, and turn them into a unique infographic with the click of a button.


Budgets and sales forecasts are a critical element to business success. Our new Scoreboard feature brings those budgets to life.

Scoreboard is your new secret weapon for growing your business. It simplifies your day-to-day financials, and let’s you see your overall performance compared to your plan, all in real time. It’s the easiest way to build an intelligent budget and forecast.

If you use QuickBooks or Xero, you can even automatically sync your accounting data with your plan for instant access to your key business numbers.


Starting from
Pricing options
Value for money
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Business size



United States, Asia, Australia, Canada, China and 5 other markets, Europe, India, Latin America, Middle-East and Africa, United Kingdom

Supported languages

LivePlan screenshot: PDF themesBusiness Planning Made EasyLivePlan screenshot: Feature-step-by-stepLivePlan screenshot: PitchLivePlan screenshot: ScoreboardLivePlan screenshot: InstructionsLivePlan screenshot: OverviewLivePlan screenshot: Long term planLivePlan Features: Editing Outline

LivePlan reviews

Value for money
Ease of use
Customer support
Dennis Doherty Jr

A business plan software that anybody can use.

Used weekly for 1-2 years
Reviewed 2017-05-19
Review Source: Capterra

A full business plan, and real projections of what is expected to be spent and what is expected to be made. After the projections the actual real numbers show, when conducted right the projections are accurate.LivePlan is extremely easy to use and straightforward. The options are almost endless. Every aspect of a business plan can easily be addressed and completed with help from the software itself. Everything has an explanation from profit and loss projections to real time profit and loss and that's just one feature. Business summary, analysis, and the executive portfolio are all ready to be put together and turn out very well put together as well as the step by step process of putting together your business plan.

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Karen Bonner

LivePlan is an excellent business planning solution

Used daily for 2+ years
Reviewed 2017-12-21
Review Source: Software Advice

I love the output of LivePlan. The business plans and one-pagers look clean, modern, and professional. It's very simple to enter information about our business into LivePlan, and the software asks great questions.

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Allan Delmare

Absolutely the stand-out business plan writing / sales forcasting / start-up tool available.

Reviewed 2015-12-23
Review Source

I've checked out no fewer than 10 other options. This is by far the most simple, the most user friendly, and the most feature-rich option out there. It's not only the cleanest and best-working (no bugs!), but it actually gives you the tools you need to cover a wide variety of business planning needs. Given the range of functionality (for example, you can do month-by-month sales forecasting for 36 months at the basic price level - something that most other services charge you an arm and a leg to upgrade tiers to gain access to), no other software comes close to this. And the final output of the business plan is SO CLEAN. A nice variety of example plans are available, and the "guided" element of going step-by-step is really actually helpful (instead of prohibitive, as I've found some guided software just takes you too far away from what you should really be focusing your time on). Price is very affordable Extremely rich feature set Very flexible Easiest and cleanest user interface Fantastic examples Rich and clean output

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John Whelan

Easy to use, with a range of features to create a business plan.

Used other for 1-2 years
Reviewed 2017-09-22
Review Source: Capterra

- Saves Time - While I don't believe in business plans for startups it gives a clear view for established companies. - Gives a helicopter view of company's future plans. - The accounting section, input a few numbers and hours of work is saved. - The option to downgrade your account. - Multiple heading and sections to choose from - The option to create a pitch deck

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Terrible Support...

Reviewed 2013-09-16
Review Source

Nearly impossible to get good support.. And nearly impossible to cancel the account once you decide to do so.. Good vision.

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LivePlan pricing

Starting from
Pricing options
View Pricing Plans

$19.95 per month, 2 users, 1 active business plan

LivePlan features

Activity Dashboard
Collaboration Tools

Activity Tracking (28 other apps)
Automatic Notifications (33 other apps)
CRM Integration (71 other apps)
Contact Database (32 other apps)
Email Integration (28 other apps)
Forecasting (26 other apps)
Lead Capture (26 other apps)
Lead Generation (32 other apps)
Monitoring (35 other apps)
Opportunity Management (25 other apps)
Real Time Analytics (25 other apps)
Real Time Data (33 other apps)
Sales Analytics (36 other apps)
Sales Reporting (38 other apps)
Sales Tracking (30 other apps)
Search Functionality (30 other apps)
Third Party Integration (36 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Additional information for LivePlan

Key features of LivePlan

  • Step by step guidance
  • Error checking
  • Over 500 sample template plans
  • Automatic charts and spreadsheets
  • Matches format preferred by banks and lenders
  • Export to Word, Powerpoint, or PDF
  • Expert advice, help and tutorials
  • Built-in formulas
  • Build a one-page pitch (visual graphic)
  • Customizable design themes
  • Access from anywhere (Desktop, iPad, Mac)
  • Share with advisors or investors
  • Scoreboard financial dashboard
  • Xero integration
  • Planning tools
  • Template management
  • Budgeting & forecasting
  • Benchmarking
  • Data visualization
  • Sales forecasting
  • Drag & drop interface
  • Sales charts
  • Graphical data presentation
  • Progress tracking
  • Accounting integration
  • Goal setting / tracking
  • Data import
  • Collaboration tools
  • Commenting
  • Lean planning
  • Secure sharing
  • Data import/export
  • Security & encryption
  • Performance dashboards
  • Milestone scheduling
  • Assignment management
View All Features


Browser-based, O/S independent. Build a business using a Mac or PC!
Access your plan anywhere you have Internet access
Easy collaboration; no more emailing files back and forth
Perfect solution for multi-user environments; no desktop-installed software is required
All account and plan data is private, secure, saved every few seconds and backed up daily
Low monthly per-user price with no commitment or contract