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

Business Plan Creation

User Interface

Financial Forecasting

Cancel Account

Template Customization

LivePlan’s user interface

Ease of use rating:

LivePlan pros, cons and reviews insights

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

Overall rating

Reviews sentiment

 
 
 
1-2(11)
3-4(45)
5(143)

What do users say about LivePlan?

With its user-friendly interface and structured approach, LivePlan made the entire process seamless and efficient, and I was able to create a high-quality plan in just four hours.

Select to learn more


Who uses LivePlan?

Based on 199 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services
Accounting
Retail
Packaging and Containers
Others

Use cases

Business Plan
Sales Forecasting
Financial Reporting
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

Empty state illustration for "No pricing info"

No pricing info

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

Starting from

Empty state illustration for "No pricing info"

No pricing info

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

Starting from

Empty state illustration for "No pricing info"

No pricing info

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.

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

Eduardo J.

Strategy Advisor

“With its user-friendly interface and structured approach, LivePlan made the entire process seamless and efficient, and I was able to create a high-quality plan in just four hours.”
AH

Amie H.

Partner and Principal Consultant

LivePlan integrations (3)

Integrations rated by users

We looked at 199 user reviews to identify which products are mentioned as LivePlan integrations and how users feel about them.

Integration rating: 4.6 (8)

All of our invoicing is shared between the two programs.

All of our Jobber invoices sync to QBO. Actually, they are supposed to. We have to go into QBO integration and ignore every single invoice because we use the tax rate from where our shop is located and QBO wants it to be at the customer's address.

JH

Jay H.

Chief Strategy Officer

1/2
Xero logo
Xero

Integration rating: 5.0 (2)

Qbo logo
Qbo

Integration rating: 5.0 (1)

Integration rating: 3.0 (1)

I submit all my billing from CRO into quickbooks.

KL

Kati L.

Logistics and Operations Coordinator

Integration rating: 4.0 (1)

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

Related categories