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Business planning, budgeting, and forecasting
LivePlan is business planning and financial forecasting software that helps entrepreneurs and small businesses write professional business plans, build detailed financial forecasts, and track actual performance against budget. It guides users through creating profit and loss, cash flow, and balance sheet projections without spreadsheets, and syncs with accounting tools to compare plan versus actuals in a live dashboard.
LivePlan is popular with founders seeking funding, small business owners planning growth, and advisors supporting clients. Its step-by-step plan builder, financial templates, and scenario tools make forecasting approachable for non-experts, while its performance tracking keeps plans relevant after launch. For those who need a fundable plan and an ongoing budgeting tool in one place, LivePlan offers an accessible package.
Pricing Model
PAID
Starting Price
$20/mo
Free Options
Free trial
| Feature | Standard Popular | Premium |
|---|---|---|
| Guided plan builder | — | |
| Financial forecasting | — | |
| QuickBooks and Xero sync | — | |
| Performance dashboard | — | |
| Scenario comparisons | — | |
| Everything in Standard | — | |
| Advanced forecasting | — | |
| Industry benchmarks | — | |
| Multiple businesses | — | |
| Priority support | — |
Other
Finance
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Advisory reporting and forecasting for advisors
Accounting and financial management software for small businesses
Modeling, forecasting, and dashboards for finance
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