LivePlan Pricing, Features, Reviews & Comparison of Alternatives


Business planning & tracking software

4.52/5 (43 reviews)

LivePlan overview

LivePlan is a business plan creation solution, designed for small businesses and entrepreneurs, with step-by-step planning and over 500 sample business plans. At each step of the LivePlan business plan creation process, there are example business plans, video help, and tutorials to aid users in creating their custom business plan. The step-by-step planning method aims to make it easy to create a professional plan to impress audiences. With built in financials, LivePlan does all the math for users automatically including budget creation and forecasting.

The Pitch makes it easy to share a quick one-page overview of business models with lenders, investors, and internal teams - keeping everyone on the same page, without having to share a full business plan document. Easily add a 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, and the LivePlan Scoreboard feature brings those budgets to life. Scoreboard aims to simplify the day-to-day financials, and allows users to see their overall performance compared to plans, all in real time. QuickBooks or Xero users can automatically sync accounting data with their LivePlan business plan for instant access to key business numbers.


Starting from
Pricing options
Open source
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Brazil, Canada and 7 other markets, China, Europe, Germany, India, Latin America, Middle-East and Africa, United Kingdom

Supported languages

English, French, German, Italian, Portuguese, Spanish
LivePlan screenshot: PDF themes can be used and customized to create business plansBusiness Planning Made EasyLivePlan screenshot: Step-by-step processes are provided to aid users with business planningLivePlan screenshot: Pitch business ideas to investors or lenders with a professional presentationLivePlan screenshot: The Scoreboard tool provides an overview of finances including revenue and expensesLivePlan screenshot: Instructions are provided to guide users with their business planningLivePlan screenshot: Long term plans can be created with sections for each stage of the processLivePlan Features: Editing Outline

LivePlan reviews

Value for money
Ease of use
Customer support
Lucy Beck

Good for planning and forecasting, rubbish at Actuals to compare performance against plan

Used monthly for 2+ years
Reviewed 2018-03-28
Review Source: Capterra

Checked my business plan was viable, helped me clarify my thought processes. Gave me something to measure performance against. Unfortunately doesnt integrate to Zoho Books (as of March 2018), nor is there any opton to import from a CSV or other spreadsheet format. If you are a Xero or QB user you can link to get your actuals for comparison against plan, BUT proceed with caution. You cant undo the data import - everything needs deleting manually, and you cant choose which timeframe you import data for. Its last 2 years plus current year and thats that. So if your business has changed significantly and you only want say last six months dat you cant achieve thisCloud based, easy step by step process for planning for novices. Once you have put in the basics of revenue streams and costs its very easy to play "what if" type questions and see the impact on your forecast. You can get into enormous detail if you want or build this up over time as you develop your thought process.

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LivePlan takes the intimidation out of writing a business plan!

Used weekly for 2+ years
Reviewed 2018-10-07
Review Source: Capterra

LivePlan is helping my business grow because I am able to stay organized with goals and milestones as we are meeting them. I can see firsthand what is allowing my company to grow and where we need to make changes to be successful. I really liked working with LivePlan to build a business plan. LivePlan helped me with having a template available to build my business plan upon. I thought writing a business plan would be something I would have to outsource and get help with. LivePlan allowed me to take control of writing and creating my own business plan. I love that I can change and expand my business plan at any time! I can also share my plan with potential investors and feel confident that it is both organized and professional.

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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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Jeremy Fischer

Shocking service.

Used other for 2+ years
Reviewed 2018-08-27
Review Source: Capterra

It was a great experience with LivePlan. They have a clean and attractive user interface with helpful guidance. The customer service is shockingly amazing. I requested one payment refund after not using it in over a year and it was super quick and easy. Highly recommend this software.It's clean, attractive, and easy-to-use.

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LivePlan pricing

Starting from
Pricing options
Open source
View Pricing Plans

$19.95 per month (billed monthly), 2 users, 1 active business plan

OR $11.66 per month (billed annually)

LivePlan features

Activity Dashboard
Collaboration Tools
Customizable Templates
Data Import/Export
Real Time Data
Third Party Integration

Activity Tracking (49 other apps)
Automatic Notifications (41 other apps)
CRM Integration (94 other apps)
Contact Database (40 other apps)
Email Integration (43 other apps)
Lead Capture (33 other apps)
Monitoring (41 other apps)
Quote Management (34 other apps)
Reporting & Statistics (32 other apps)
Sales Analytics (43 other apps)
Sales Reporting (42 other apps)
Sales Tracking (39 other apps)
Search Functionality (41 other apps)

Additional information for LivePlan

Key features of LivePlan

  • Error checking
  • Export to Word, Powerpoint, or PDF
  • Expert advice, help and tutorials
  • Built-in formulas
  • Build a one-page pitch (visual graphic)
  • Customizable design themes
  • Scoreboard financial dashboard
  • Xero integration
  • 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
  • Performance reports
  • Dashboard creation
  • Real time data
  • Real time monitoring
  • Project templates
  • Customizable templates
  • Market analysis
  • Financial management
  • Third party integration
  • Collaborative workspace
  • Data synchronization
  • Financial analysis
  • Forecasting
  • Multi-currency
  • Visual analytics
  • To-do list
  • Task management
View All Features


Browser-based, O/S independent. Build a business using a Mac or PC.

Access business plans anywhere with 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.