LivePlan
Last Updated on: Feb 26, 2026
LivePlan
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What is LivePlan?
LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.
Who can use LivePlan & how?
Who Can Use It?

  • Startups & Small Businesses: Craft professional business plans, explore growth scenarios, and track cash flow for strategic growth.
  • Advisors & Mentors: Assist clients with ready-made plans, pitch-ready slides, and collaborative dashboards.
  • Grantseekers & Applicants: Generate polished financials and pitch decks for funding requests.
  • Students & Educators: Teach real-world business planning in classrooms using sample plans and intuitive tools.

⚙️ How to Use LivePlan?

  • Select a Template or Sample Plan: Explore from 550+ industry examples.
  • Use "Help Me Write" AI Assistant: Generate structured, professional narrative content.
  • Build Your Forecasts: Automatically produce profit, cash flow, and revenue projections.
  • Run “What If” Scenarios: Compare up to 10 different business outcomes (e.g., hiring decisions).
  • Connect Accounting Systems: Sync live with QuickBooks or Xero for real-time financial updates.
  • Use Performance Dashboards: Visualize trends, performance metrics, and financial health.
  • Export Your Plan: Generate pitch decks, one-page summaries, and Excel/PDF documents.
What's so unique or special about LivePlan?
  • All-in-One Planning & Tracking: From writing and forecasting to live monitoring—all in one platform.
  • AI-Aided Content: “Help Me Write” boosts plan creation with improved clarity and speed.
  • Real-Time Accounting Sync: Financial dashboards update automatically as you sync data.
  • Dynamic “What-If” Scenarios: Explore different business strategies and forecast models.
  • Wide Template Library: 550+ sample plans plus benchmarks for over 1,000 industries.
Things We Like
  • Structured, AI-driven planwriting and financial modeling.
  • Intuitive dashboards for non-technical users.
  • Trusted by over 1 million small businesses for strategic planning and growth.
Things We Don't Like
  • No free tier—only a 35-day money-back guarantee.
  • May offer more features than needed for ultra-lean startups.
  • Focused on accounting integration; lacks advanced BI or enterprise-grade reporting.
Photos & Videos
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Pricing
Paid

Standard

$ 10.00

Step-By-Step Instructions
  • Lender-Ready Statements
  • Full Financial Forecast
  • One-Page Pitch Builder
  • 550+ Sample Plans
  • Live Onboarding Session
  • Help Me Write

Premium

$ 20.00

Step-By-Step Instructions
  • Lender-Ready Statements
  • Full Financial Forecast
  • One-Page Pitch Builder
  • 550+ Sample Plans
  • Live Onboarding Session
  • Help Me Write
  • Financial Analysis
  • Industry Research
  • "What if" Scenarios
  • Performance Dashboards
  • Real-Time Profit & Cash Forecasting
  • Export to Excel
  • Connect to QuickBooks Online & Xero
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Popular Mention

FAQs

Yes—LivePlan supports multiple contributors and guest commenting for flexible collaboration.
Absolutely—550+ industry-specific templates and benchmarks are available.
Yes—automatic syncing keeps financials updated in dashboards.
Yes—AI assists with content generation via “Help Me Write” and rewriting tools.
Yes—generate PDFs, Word docs, PowerPoint decks, and Excel financials.

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Editorial Note

This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.

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