What is LivePlan used for?

LivePlan is business plan software with financial forecasting and performance tracking for small businesses, startups and advisors. It is a good fit for preparing a plan for a bank loan or investors, testing a new business idea and advisors guiding clients through planning.

How much does LivePlan cost?

Paid plans for LivePlan start at $20 per month, and there is no free plan.

Is LivePlan open source?

No. LivePlan is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Actual Budget, Firefly III and Sure.

What are some alternatives to LivePlan?

Other SaaS products in the Finance & Accounting category include Quicken, Account & Expense Manager and AddInvoices.

LivePlan: features, pricing and alternatives

About LivePlan

LivePlan is a commercial web application for writing business plans and managing finances. Small business owners and startup founders use it to build a plan step by step, create financial forecasts and scenarios, test an idea, and track how actual results compare with the plan. The vendor describes its guided approach as helping people plan for growth rather than simply producing a document.

The feature list includes a business plan builder, forecasts, idea validation, market research, a pitch deck tool and plan-versus-actual tracking. It integrates with QuickBooks and Xero so real figures can be compared with projections. Beyond the software, LivePlan offers hiring a professional to build a plan that stands up to lenders and investors, and publishes sample plans, templates and free tools.

The product also serves consultants, coaches, educators, lenders, incubators and accountants who guide others through planning. It is a hosted service with a published pricing page, and it is not open-source software.

Key features

Guided business plan builder
Financial forecasts and scenario modeling
Idea validation and market research
Pitch deck creation
Plan versus actual performance tracking
QuickBooks and Xero integration

Good fit for

→Preparing a plan for a bank loan or investors
→Testing a new business idea
→Advisors guiding clients through planning

Tags: business-planning; financial-forecasting; startups; pitch-deck; small-business; budgeting; market-research

LivePlan: questions and answers

What is LivePlan used for?: LivePlan is business plan software with financial forecasting and performance tracking for small businesses, startups and advisors. It is a good fit for preparing a plan for a bank loan or investors, testing a new business idea and advisors guiding clients through planning.
How much does LivePlan cost?: Paid plans for LivePlan start at $20 per month, and there is no free plan.
Is LivePlan open source?: No. LivePlan is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Actual Budget, Firefly III and Sure.
What are some alternatives to LivePlan?: Other SaaS products in the Finance & Accounting category include Quicken, Account & Expense Manager and AddInvoices.