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AI assistants · Tool
LivePlan
ResearchedLivePlan is a web-based SaaS business planning application used by over 1 million small businesses for planning, forecasting, financial management, AI-guided idea validation, pitch decks, and plan vs actual tracking, with QuickBooks and Xero integrations and human support.
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In one minute
Start here for the decision-making essentials: what LivePlan does, who it is for, how it is accessed, and the first-party sources behind this profile.
Pricing4 options
Free business plan template available for download
Standard plan is $20 per month when billed monthly
Annual billing saves 25% compared to monthly
Limited time offer: Save up to 25% on LivePlan
Platforms
Web
API accessNot public
FoundedNot disclosed by source
AvailabilityWeb / remote
LicenseProprietary
Best suited to
Source-backed fit Small businesses planning, launching, or growing Startups testing and validating ideas SBA Partners, lenders, educators, incubators, and accelerators Over 1 million small businesses use LivePlan Designed for SBA Partners Designed for Educators and Incubators & Accelerators
Decision support
6 sourced answersCommon questions and adoption checks
Short answers to the questions buyers and builders commonly ask about LivePlan. Each answer cites the shared ledger below, where every source is listed once.
01What does LivePlan say it can do?
Business plan builder with financial forecasts and scenarios · Idea validation with AI-guided pressure-testing (Idea Canvas) · Market research, pitch deck creation, and plan vs actual performance tracking · AI-powered idea validation via Idea Canvas
Business Plan Builder Financial Forecasts & Scenarios
02Who is LivePlan intended for?
Over 1 million small businesses use LivePlan · Designed for SBA Partners · Designed for Educators and Incubators & Accelerators · Small business consultants and SBA partners advising clients seeking SBA-backed loans or s
Over 1 million small businesses use LivePlan for business planning, forecasting and financial management.
03What use cases does LivePlan describe?
Business planning, forecasting, and financial management · Creating plans for funding, building budgets, launching startups, forecasting cash flow, a · Create a business plan for funding · Business planning, financial forecasts & scenarios, idea validation, market research, pitc
Over 1 million small businesses use LivePlan for business planning, forecasting and financial management.
04What should teams verify before adopting LivePlan?
All LivePlan plans include a 35-day money-back guarantee · Supports any type of business (explicitly inclusive rather than restrictive)
All LivePlan plans include a 35-day money-back guarantee.
05What pricing information is available for LivePlan?
Free business plan template available for download · Standard plan is $20 per month when billed monthly · Annual billing saves 25% compared to monthly · Limited time offer: Save up to 25% on LivePlan
Free business plan template Start planning today with our free business plan template Download Now
06What integrations does LivePlan document?
Integrates with QuickBooks and Xero · QuickBooks and Xero · Compatible with the Business Model Canvas as a next step in planning · LivePlan integrates with QuickBooks.
Integrations QuickBooks Xero
Decision guide
AI assistantsCapabilities and operating fit
This profile connects the jobs LivePlan is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.
Common use cases
- Business planning and financial management
- Financial forecasting and scenario modeling
- AI-guided idea validation and pressure-testing
- Market research and pitch deck creation
- Plan vs actual performance tracking
- Creating plans for funding, building budgets, and forecasting cash flow
Topics mapped
Verified capabilities
- Business plan builder with financial forecasts and scenarios
- Idea validation with AI-guided pressure-testing (Idea Canvas)
- Market research, pitch deck creation, and plan vs actual performance tracking
- AI-powered idea validation via Idea Canvas
- Automatic lender-ready financial statements with no spreadsheet work
- Full financial forecasts including profit & loss, balance sheet, and cash flow
- Automatically generates pitch presentations directly from a plan
- Walks users through every step of business planning from starting to growing
Recorded integrations
Intended audiences
Over 1 million small businesses use LivePlanDesigned for SBA PartnersDesigned for Educators and Incubators & AcceleratorsSmall business consultants and SBA partners advising clients seeking SBA-backed loans or sLivePlan serves Consultants & Coaches.Small Business ownersConsultants & CoachesSmall businesses
Access signals
- Pricing model
- Free business plan template available for download · Standard plan is $20 per month when billed monthly · Annual billing saves 25% compared to monthly · Limited time offer: Save up to 25% on LivePlan
- API
- Not publicly listed
- Source links
- 17 recorded
Source-backed
Updated July 23, 2026Verified facts
Each fact points to a recorded source, making it easy to distinguish verified product information from claims that need checking.
Business Plan Software With Performance Tracking | LivePlan
Over 1 million small businesses use LivePlan · Web-based SaaS business planning application · Business Plan Builder with Financial Forecasts & Scenarios
Over 1 million small businesses use LivePlan
Business planning, forecasting, and financial management
Business plan builder with financial forecasts and scenarios
Idea validation with AI-guided pressure-testing (Idea Canvas)
Market research, pitch deck creation, and plan vs actual performance tracking
View 32 more verified facts
Integrates with QuickBooks and Xero
Human support is provided to customers
Free business plan template available for download
Web-based SaaS business planning application
Creating plans for funding, building budgets, launching startups, forecasting cash flow, and presenting financials
Resources include sample business plans, market research reports, free planning templates, and financial calculators
Standard plan is $20 per month when billed monthly
Annual billing saves 25% compared to monthly
All LivePlan plans include a 35-day money-back guarantee
AI-powered idea validation via Idea Canvas
Automatic lender-ready financial statements with no spreadsheet work
Full financial forecasts including profit & loss, balance sheet, and cash flow
Automatically generates pitch presentations directly from a plan
Integrates with QuickBooks and Xero
Designed for SBA Partners
Designed for Educators and Incubators & Accelerators
Create a business plan for funding
Online business planning software/application
Walks users through every step of business planning from starting to growing
Spanish (Latin American and Español), French, Brazilian Portuguese, Italian, German
Allows users to display financials using any currency symbol
QuickBooks and Xero
Business planning, financial forecasts & scenarios, idea validation, market research, pitch deck creation, plan vs actual tracking
Create a plan for funding, test business idea, build business budget, create pitch presentation, launch startup, forecast cash flow, present financials
Human Support
Web-based online application (tour available online)
Supports any type of business (explicitly inclusive rather than restrictive)
Palo Alto Software, Inc.
LivePlan commits not to sell, rent, or otherwise abuse private customer information
Business plans and ideas created in LivePlan are kept confidential, with no direct employee access to plan content
Business planning app
Business Plan Builder
Practical capabilities
8 documented areasWhat it helps with
A concise view of the jobs, capabilities and integrations described in the recorded product sources.
Business planning and financial management
Financial forecasting and scenario modeling
AI-guided idea validation and pressure-testing
Market research and pitch deck creation
Plan vs actual performance tracking
Creating plans for funding, building budgets, and forecasting cash flow
Presenting financials to lenders with automatic lender-ready statements
Business planning, forecasting, and financial management
Availability
Source checkedWhere it runs and where to get it
Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.
Cost / license
Free business plan template available for download · Standard plan is $20 per month when billed monthly · Annual billing saves 25% compared to monthly · Limited time offer: Save up to 25% on LivePlan
Application types
Online business planning software/applicationBusiness planning appSaaS business planning and financial forecasting software for advisorsOnline business plan / business planning softwareOnline business plan softwareBusiness Plan Writing Software
Origin
Started with no outside investment
Platforms
Web-based SaaS business planning applicationWeb-based online application (tour available online)Web-based online business plan software (standardized platform)
Adoption notes
DeploymentNot disclosed by source
LicenseNot disclosed by source
Model supportNot disclosed by source
Data controlLivePlan commits not to sell, rent, or otherwise abuse private customer information · Business plans and ideas created in LivePlan are kept confidential, with no direct employe
Learning curveIntermediate
Primary use casesBusiness planning and financial management, Financial forecasting and scenario modeling, AI-guided idea validation and pressure-testing, Market research and pitch deck creation, Plan vs actual performance tracking, Creating plans for funding, building budgets, and forecasting cash flow, Presenting financials to lenders with automatic lender-ready statements, Business planning, forecasting, and financial management, Creating plans for funding, building budgets, launching startups, forecasting cash flow, a, Create a business plan for funding, Business planning, financial forecasts & scenarios, idea validation, market research, pitc, Create a plan for funding, test business idea, build business budget, create pitch present, Online business plan software for small business consultants and SBA partners to support f, LivePlan helps users forecast cash flow., Test your business idea, Forecast cash flow and present financials to advisors, lenders, or mentors
What to verify before adopting
- All LivePlan plans include a 35-day money-back guarantee
- Supports any type of business (explicitly inclusive rather than restrictive)
Evolution and major updates
Research in progressLivePlan timeline
A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.
Scheduled for research
Building a reliable release history.
This profile is being checked for dated releases and material product changes. Nothing appears here until the exact date and event can be verified from a recorded source.
Dated event Short explanation Original source
Citation ledger
17 unique pagesRecorded sources
Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.
- 1liveplan.com 15 facts · 5 answers · Official site
- 2liveplan.com/about-us 16 facts · 1 answer · Official site
- 3liveplan.com/pricing 11 facts · 6 answers · Pricing
- 4liveplan.com/faq 10 facts · 4 answers · Official site
- 5liveplan.com/sba-partners/features 12 facts · 2 answers · Official site
- 6liveplan.com/amfam-privacy 11 facts · 2 answers · Security
- 7liveplan.com/blog/forecasting/liveplan-update-liveforecast 11 facts · 1 answer · Official site
- 8liveplan.com/customers 10 facts · Official site
- 9liveplan.com/features 8 facts · Official site
- 10liveplan.com/blog Official site
- 11liveplan.com/blog/funding/lender-business-plan Official site
- 12liveplan.com/blog/funding/marketing-plan-pitch Official site
- 13liveplan.com/blog/funding/sba-business-plan Official site
- 14liveplan.com/blog/planning/create-sales-plan Official site
- 15liveplan.com/blog/planning/lean-business-plan Official site
- 16liveplan.com/features/business-plan-builder Official site
- 17liveplan.com/features/plan-review Official site
Research status120 substantive facts · 17 source pages · quality score 91/100
Connected directory
Semantic matchesExplore related solutions
These tools share a workflow, capability or audience with LivePlan. They may complement it rather than replace it, and are not presented as integrations or endorsements.
