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LivePlan

Business planning, forecasting and financial performance tracking software for small and m

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LivePlan is business planning software for small businesses, helping users write business plans, build financial forecasts, create pitch decks, and compare actual results against their plans. It addresses the challenge of producing lender- and investor-ready documents grounded in real market research and connected financial models rather than generic templates or disconnected spreadsheets.

Core capabilities include the Business Plan Builder, Idea Canvas for AI-guided idea validation, Market Research with cited sources, Plan Review for funder readiness, and a Pitch Deck Creator. Financial tools cover connected income statement, cash flow, and balance sheet forecasts, scenario planning, budgeting, and performance dashboards. Integrations with QuickBooks Online and Xero sync accounting data for real-time budget and forecast updates, with exports to PowerPoint, Excel, and PDF. Collaboration features support team and advisor access, multilingual plans, and unlimited plan creation.

LivePlan is aimed at business owners, entrepreneurs, and teams preparing plans for lenders or investors. It is packaged as a subscription with Standard and Premium editions, offered monthly or annually, and includes a 35-day money-back guarantee.

12 alternatives to LivePlan

Ranked by how well each tool replaces LivePlan: shared features, audience, price and popularity.

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    Covers 0 of 15 key features.

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  3. Futrli

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  4. Anaplan

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  5. ProjectionHub

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  7. Jedox

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  8. PlanGuru

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  9. Prezi

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  10. Jirav

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  11. Fathom

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