Home/Business Plan Software/LivePlan
Updated on: October 20, 2021

What is LivePlan ?

LivePlan - Business Plan Software
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

LivePlan

Business planning, funding and growth made easier
(43 Ratings) Write Review

LivePlan is a comprehensive software that enables aspirants to write down a business plan, secure their funding and get access to insights that help them reach individual goals. The software makes users think through every aspect of an individual business that doubles their chances of getting success. To enhance the thought process, LivePlan also offers 500 sample plans, covering up industry-specific business needs. Moreover, users can also depend on the particular with step-by-step instructions, about what to write in every section of the plan. These instructions include the definitions of the key terms as well as video tutorials. After writing the plan, users can create a One Page Pitch to showcase their ideas and present relevant terms in front of the investors. They can also work on the budget at the same time. In the end, the created business plan with LivePlan follows an SBA-approved format designed by successful entrepreneurs.

LivePlan Features Show All Features

LivePlan Technical details

Support Business Hours Online Customer Type Individuals Freelancers Medium Business Small Business
API NA Location / Phone Number Eugene, Oregon / +1 888-498-6136
Deployment SaaS/Web/Cloud Category Business Plan Software

LivePlan Pricing

Pricing ModelFree Trial , Subscription
MONTHLY YEARLY
LivePlan
$11.66 /Month
Billed Yearly

$15.96 per Month billed 6 Months

Features

  • Automatic Financials
  • Step by Step Instruction
  • 500+ Sample Plans
  • Expert Advice
  • SBA-Approved Form
  • One-Page Pitch
  • Performance Dashboards
  • QuickBooks Online & Xero Integration
  • Access Anywhere, Anytime
  • Custom Themes
  • Export Your Plan
  • Collaboration Tools
  • Multiple Plans
  • Benchmark Data
  • Milestones
  • Multi-Device
  • Expert Toll-Free Support
  • Secure & Confidential
Screenshot of the Vendor Pricing Page
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Disclaimer: The pricing details were last updated on 30/08/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about LivePlan pricing.

LivePlan FAQs

LivePlan is Business Plan Software. LivePlan offers the following functionalities:

  • Collaboration
  • Dashboard
  • Business Plan Templates
  • Financial Projections
  • Financial Templates
  • Fundraising Management
  • Investor Management
  • Pitch Presentation
  • Social Sharing
  • Step-by-Step Wizard

Learn more about LivePlan features.

No, LivePlan does not provide API.

Ask the Community View Community

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LivePlan Reviews

OVERALL RATING
4.2
Based on 43 Rating(s)
Rating Distribution
  • 55.9 %
  • 35.3 %
  • 2.9 %
  • 2.9 %
  • 2.9 %
SHARE YOUR EXPERIENCE Write a Review
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User in Higher Education
User in Higher EducationSource : g2crowd.com
(Reviewed on 14 July 2020) "Extremely customizable and easy to use"

What do you like best?

The ability to customize every single part of the business plan; being able to add categories outside of what is provided in the template. I used this with a group of people, and it worked well for the collaboration aspect.

What do you dislike?

Something very minor that I disliked was that everything that was being worked on by someone other than myself did not update in real time. I could see my own stuff update in real time, but for my team members, I had to wait for them to save the changes they were working on and refresh my own screen.

Recommendations to others considering the product:

If you’re familiar with writing a business plan and financial forecasting, this may be unnecessary for you. I do believe everyone could learn something, or some trick when using this software.

What problems are you solving with the product? What benefits have you realized?

I solved being able to write a business plan. As this was a new company, my team and I really had no idea where or how to begin before LivePlan. It made us realize that some aspects of the business needed to be changed before launching, and it helped us really hone and in and develop every single part of our business plan.

...more
Alessandro Giovannini
Alessandro GiovanniniSource : trustpilot.com
(Reviewed on 28 April 2020) LivePlan is a professional tool able to…

LivePlan is a professional tool able to customize and design a perfect business plan by including financial projections. It provides the opportunity to download the final file in DOCX and PDF formats. The unique weaknesses are the no opportunity to export the projections into Excel-based formats.

...more
Davonte
DavonteSource : financesonline.com
(Reviewed on 16 March 2020) Gives a pretty accurate business forecast.

PROS & CONS

What are the best aspects of this product?

I cannot stress the importance of creating a business plan before diving headfirst on any venture. LivePlan is a great tool to use for start-ups. It takes the complexity away from business planning and gives you a clear and honest projection of where you might be in the next few years.

What aspects are problematic or could work better?

The learning curve is a bit steep, albeit necessary. After all, you don't want to enter a business without doing a bit of research yourself.

What specific problems in your company were solved by this product?

Every business owner can benefit from using LivePlan. It does give you a projection of where your business might take you five years into the future. If you're an accounting professional, this tool can help you present your case to your clients too.

Are you a current user of this product?

No

...more
Jaleel
JaleelSource : financesonline.com
(Reviewed on 08 March 2020) User-friendly and intuitive--5 stars!

PROS & CONS

What are the best aspects of this product?

I instantly liked the idea of using a program such as LivePlan, and did not hesitate to sign up for it. I love how it is intuitive and easy-to-use. It offers plenty of editing options as well.

What aspects are problematic or could work better?

I find it a bit difficult to export documents in Word and PDF format. The comments section are difficult to find too.

What specific problems in your company were solved by this product?

I love how it breaks down my business plan into smaller and more manageable parts. This makes it a lot easier for me to implement each section without being overwhelmed.

Are you a current user of this product?

Yes

...more
Jabari
JabariSource : financesonline.com
(Reviewed on 19 February 2020) Works with just about any business--I love it!

PROS & CONS

What are the best aspects of this product?

LivePlan is more than just a tool for mapping out your business plan. It serves as a checklist for all things that I need in one too. As someone who's just starting, this has been really helpful to me.

What aspects are problematic or could work better?

Everything works, so far. I haven't noted anything that I don't like about it yet.

What specific problems in your company were solved by this product?

I've always dreaded the computing aspect of running a business, and I'm glad that LivePlan takes care of this too. Through it, I've been able to get the right financial estimates.

Are you a current user of this product?

Yes

...more
Natalie
NatalieSource : financesonline.com
(Reviewed on 17 February 2020) An ace of a program for every start-up.

PROS & CONS

What are the best aspects of this product?

I've been dreading the whole financial planning process, and LivePlan has managed to take a load off my shoulder. I found it just as I was about to start crunching the numbers for my monthly and yearly projections, and I've been able to generate a full report (projections of up to 5 years) in just a matter of hours! It helps me come up with just about everything I need--from balance sheets to cashflow to income statements. I love how the program really pays attention to the seemingly little things just to give me an accurate projection. It asks me questions about the nature of my business, what I sell, how many units are sold per month, etc. From this information, it gives a projection and drills down to the details every month as it learns more about my business. The business plan itself is easy to understand. They're marked properly and I can customize it any way that I like. I've been able to share the plan with some of my investors without fear of them accidentally editing some cells of my presentation. I recommend this program to all start-ups.

What aspects are problematic or could work better?

As far as I know, LivePlan still doesn't allow business plan to be exported in Excel version. I've managed to find a workaround on this by exporting the file on Word and then simply cutting and pasting it on Excel.

What specific problems in your company were solved by this product?

I use this to map out my financial and business plans.

Are you a current user of this product?

Yes

...more
Nolan G
Nolan GSource : g2crowd.com
(Reviewed on 16 December 2019) "A great business tool to utilize for any form of business plan"

What do you like best?

It is a good tool to use not just for writing out your business plan, but also can serve as a guideline for what every business plan is required to have.

What do you dislike?

No dislikes to report. LivePlan is a great tool

What problems are you solving with the product? What benefits have you realized?

The financial prospect is an element I admire the most as the program actually does most of the calculations for you, giving you a much needed assist in an aspect most consider to be the most aggravating.

...more
Consultant in Accounting
Consultant in AccountingSource : g2crowd.com
(Reviewed on 29 October 2019) "Business Plan Pro - Best Way to see what you are Actually Planning"

What do you like best?

Without financial and business planning, you have no rudder for your business. This is the easy-to-use way to construct a plan and see where you will be in five years.

What do you dislike?

It takes some research, which you would be well-advised to complete. It takes a bit of learning the software

Recommendations to others considering the product:

Do your research on pricing and your market in advance. Follow the checklist.

What problems are you solving with the product? What benefits have you realized?

This program helps you see where you will be in two to five years. It provides a real road map. For professionals, it helps clients with micro business ideas to see what it will take to be profitable.

...more
George K
George KSource : g2crowd.com
(Reviewed on 15 April 2019) "Saves startups a TON of time"

What do you like best?

The ease. I had to start creating projections for the funding process and was dreading it. I found this on a Saturday morning and by early afternoon I had yearly/monthly numbers for 5 years P&L, Balance Sheet, Income Statement and Cashflow. Keep in mind this included time getting used to the software and answering questions outside of the software itself (ie units sold per month).

But these weren't just useless numbers, they were based on results of answering questions about the business. And they did a wonderful job making it simple. For example, you add a new product, the revenue type (one time, recurring, unit, etc), units sold by month, price and churn. And because you won't get it right the first time, it makes adjusting the estimated units by month easy.

Similar entry for all your expenses such as employees (by department/position/start date/salary) and other expenses.

So now that you've entered all this - it then automatically becomes available in your business plan. The business plan is easy too as they put all the typical sections (problem, market size, team, etc) in there but it's easily customizable as well.

And finally, you can invite people to edit or just view it as I've done for investors. So investors groups would like you to put your info into their own "room", but I've just given them access here so that I don't have to keep multiple versions up to date.

I tell every startup I meet and all the local startup agencies to have their startups use it too.

What do you dislike?

This is minor as I've only had to do it once, but I'd like to see Excel output which was requested by my investors. But they do Word export which I then cut/paste the tables easily into Excel.

What problems are you solving with the product? What benefits have you realized?

Creating financial and business plan for a SaaS startup.

...more
User in Health, Wellness and Fitness
User in Health, Wellness and FitnessSource : g2crowd.com
(Reviewed on 20 November 2018) "Very friendly app to write a business plan"

What do you like best?

We were introduced to LivePlan and started using it right away. Easy to use. Like the editing options.

What do you dislike?

Unable to transfer to word or pdf document. Comments hard to see unless really looking for.

Recommendations to others considering the product:

This is a great product for anyone who is taking a business class or trying to write a business plan. I am using it to write a business growth plan.

What problems are you solving with the product? What benefits have you realized?

Able to see my business plan in separate part. Able to maneuver through the plan with ease.

...more
Read All Reviews

Videos on LivePlan

Intro to the LivePlan Forecast Tab
Intro to the LivePlan Forecast Tab
Intro to the LivePlan Plan Tab
Intro to the LivePlan Pitch Tab
Intro to the LivePlan Schedule Tab
Getting Started in LivePlan

LivePlan Screenshots

Dashboard
Forecast balance sheet
Dashboard
Dashboard
Forecast balance sheet

LivePlan Integration

98%
Quickbooks
(27463 RATINGS) Accounting Software
96%
Xero
(5792 RATINGS) Accounting Software

Disclaimer

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