--- title: "LivePlan Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about LivePlan Software - reviews, pricing plans, popular comparisons to other Business Plan products and more." source_url: "https://www.capterra.com/p/142049/LivePlan/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # LivePlan Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) LivePlan ## What is LivePlan? The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Just starting your business? Easily create a polished, professional business plan in a format lenders and investors expect to see. LivePlan's expert guidance, 500+ example plans, and support make writing your business plan easy. Looking to grow your business? Forecast and run multiple scenarios in LivePlan using your real accounting data to make confident decisions. ## What is LivePlan used for? [Business Plan](https://www.capterra.com/business-plan-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Budgeting](https://www.capterra.com/budgeting-software/) Recognitions Shortlist Overall rating Based on 201 user reviews Reviews sentiment Positive 92% Neutral 3% Negative 6% Starting price $20 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Budgeting / 2025 - Financial Reporting / 2025 - General Ledger / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## LivePlan alternatives Highest Rated [4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/142049/LivePlan/alternatives/) ## FAQs about LivePlan Overview ### What problems does LivePlan solve? LivePlan solves the problem of turning scattered business ideas and financial assumptions into lender- and investor-ready plans. Its guided templates, automated forecasts, cash-flow projections, scenario modeling, and shareable reports help startup founders, small-business owners, bookkeepers, and advisors evaluate viability, set budgets, track actual results against plans, and prepare funding pitches. Answer based on 152 reviews Overview ### Which roles and teams benefit most from LivePlan? LivePlan is most used by business owners, founders, CEOs, and presidents who need to create business plans, set financial forecasts, and track company performance. Directors, managers, and operations leaders use it to coordinate planning and monitor budgets, while consultants and finance leaders prepare projections and reporting for clients or stakeholders. Answer based on 192 reviews Overview ### What company size and industries is LivePlan built for? LivePlan is built for entrepreneurs and small-to-medium-sized business owners, with 97% of reviewers from small businesses and Information Technology and Services leading. Retail and Accounting also each represent 5% of reviewers. Enterprise and midsize organizations account for 2% each, indicating primary use among smaller companies. Answer based on 200 reviews Features and Usability ### What are the key features of LivePlan? LivePlan includes strategic planning and business plan templates for aligning goals, actions, and financial assumptions. Its budgeting and forecasting tools create projections, while income and balance sheet reports, performance metrics, and customizable reports track financial results. Task management and goal setting/tracking support progress monitoring and milestone accountability. Answer based on 30 reviews Pricing ### How much does it cost and what fees or limitations are included? LivePlan offers the Standard plan for $20 per month and Premium for $40 per month, both at flat rates. Standard includes forecasting and lender-ready statements; Premium adds what-if scenarios, benchmarks, and dashboards. Reviewers value the features, but some find recurring costs high for occasional use or multiple client entities. Answer based on 32 reviews Integrations ### Which third-party tools and platforms does LivePlan integrate with? LivePlan integrates with Xero, QuickBooks Online, and QuickBooks Online Advanced for importing financial data and comparing actual results against plans and forecasts. Reviewer feedback also references Microsoft Excel for spreadsheet-based planning and exports, although the official integration catalog lists Xero and QuickBooks products as the supported connections. Answer based on 30 reviews Getting Started and Support ### How easy is it to onboard and train a team on LivePlan? LivePlan is relatively easy for beginners and nontechnical founders to adopt, using step-by-step guidance, examples, and straightforward navigation. Training includes live online sessions, webinars, documentation, and videos. Reviewers report quick progress with plan writing, while users unfamiliar with financial forecasting or advanced features may need extra practice, tutorials, or advisor support. Answer based on 29 reviews Getting Started and Support ### What customer support options does LivePlan offer, and how do users rate the experience? LivePlan offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as responsive, professional, and helpful during setup, with quick phone assistance reported. However, some reviewers cite unresolved cancellation and billing concerns, generic responses, and limited guidance for specific business types or financial reports. Answer based on 33 reviews User interface ### Is LivePlan easy to use for business planning? LivePlan provides a clean, guided interface that makes business planning approachable for entrepreneurs and small business teams. Step-by-step prompts, templates, dashboards, and AI writing support help users organize plans and forecasts. Some users find advanced financial areas take time to learn and want more control over report layouts, charts, fonts, and language support. Answer based on 43 reviews ## Features AI summary Based on 417 Business Plan reviews Capterra data shows that buyers of business plan software rank the following features as their top priorities: - **Strategic Planning** (**55%** of reviewers rated this feature as critical) - **Budgeting/Forecasting** (**45%**) - **Task Management** (**56%**) LivePlan supports all three features that reviewers value most: **Strategic Planning**, **Budgeting/Forecasting**, and **Task Management**. Together, these capabilities help businesses map long-term goals, build more accurate financial projections, and keep work on track, allowing teams to plan with more clarity and manage execution more effectively. Budgeting/Forecasting 4.3 (59) 76.27% of 59 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Task Management 4.0 (21) 52.38% of 21 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Income & Balance Sheet 4.2 (47) 74.47% of 47 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Goal Setting/Tracking 4.4 (35) 51.43% of 35 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time Activity Dashboard 4.0 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Strategic Planning 4.5 (51) 70.59% of 51 reviewers that rated this feature as important or highly important At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them LivePlan 49 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Plan Templates: Sample files or documents that could be customized as needed or used as is - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Financial Reporting: Generate reports to assess the financial performance of an organization - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Investor Management: Automated payments and reporting for investors - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pitch Presentation: Sample presentation files or decks that could be customized as needed or used as is - Predictive Analytics: Predict future data based on historical data sets - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Step-by-Step Wizard: Organized process that walks users through each step of building a business plan - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.4 (190) 4.4 Based on 190 reviews ## Pricing Value for money 4.3 (180) [View pricing plan details](https://www.capterra.com/p/142049/LivePlan/pricing/) Standard $20.00 Flat Rate,Per Month It includes: - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - Step-By-Step Instructions - 550+ Sample Plans - LivePlan Assistant \[AI-Powered\] - Lender Ready Financial Statements Premium $40.00 Flat Rate,Per Month It includes: - One-Page Pitch Builder - Performance Dashboards - Step-By-Step Instructions - Syncs With Xero & Quickbooks - "What-if" Forecast Scenarios - 550+ Sample Plans - Lender Ready Financial Statements - Full Financial Forecast - Industry Benchmark Data Value for money 4.3 (180) 4.3 Based on 180 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (158) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (158) 4.4 Based on 158 reviews ## User reviews Overall rating 4.5 Based on 201 reviews Filter by rating Counts reflect reviews available in this feed. 5(143) 4(42) 3(5) 2(3) 1(8) Mentioned topic Recent reviews first, then most helpful Dovid S. ### "AI-Powered Market Research Makes Business Planning Easier" 4.5 November 10, 2026 LivePlan helps me figure out how much money I’ll need to start my business and what the market looks like for it to succeed. Pros I like LivePlan’s business market research. I also like the AI tools and templates because they make it much easier to figure out what needs to go into my plan, and I don’t have to write everything from scratch. The initial setup was very easy. Cons I think LivePlan could be a little simpler, with not so many options. OW Owner-Founder Owner-Founder Used the software for: I used a free trial ### "Small Business Owner's real prespective" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 May 6, 2026 My overall experience with LivePlan has been positive. I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place. As a bookkeeper and founder of B & D Bookkeeping LLC, budgeting is part of the support I provide to clients who need help understanding their numbers and making better financial decisions. I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand. LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers. It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence. The main drawback I see is the pricing per entity. As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package. Overall, I think LivePlan is a valuable tool for business planning and budgeting. I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners Pros I really like this feature because part of my business focuses on helping clients create and understand budgets. Many small business owners and individuals need assistance seeing where their money is going, planning ahead, and making better financial decisions. As the founder of B & D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence. Tools like LivePlan can help entrepreneurs organize their numbers, think through their goals, and build a clearer plan for the future. This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community. Cons Cons would be the price for each entity. I have clients that could use this. However, as a bookkeeper it can be costly to add all my clients. I think this is something that as an accountant, annalist or bookkeeper should have one package subscription to include with the bookkeeping needs of all of our clients instead of the firm paying or passing on to the clients. The way it is now I can only pass this through to my clients that are larger in size. It is not feasible for the small service, trade, or small business owner just starting out. PR President President Used the software for: 1-3 years ### "Excellent business planning software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 19, 2026 Pros Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly. Cons You should have rate for CPAs that generate five or less Financial Projections or business plan per year. SA Strategy Advisor Strategy Advisor Used the software for: 3-5 years ### "The best business plan software available" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 9, 2026 My overall experience with LivePlan has been very positive across security value for money customer support financial planning and user interface. The platform feels reliable and secure while offering strong value through structured planning and forecasting. Financial planning supports clear decision making and customer support is helpful when needed. The user interface is intuitive and makes ongoing business management efficient. Pros LivePlan delivers strong value across security value for money customer support financial planning and user interface. The platform feels reliable and secure which is essential when working with sensitive business and financial data. From a value perspective it offers far more than basic planning tools by combining strategy forecasting and performance tracking in one place. Customer support is responsive and helpful especially when guidance is needed during setup or deeper use. Financial planning is one of its strongest areas allowing clear projections realistic scenarios and informed decision making. The user interface is clean intuitive and well structured making complex planning accessible and efficient. Cons Some advanced features require a short learning period at the beginning. This is due to the depth of the platform rather than difficulty and it becomes intuitive very quickly. GP General Partner General Partner Used the software for: 1-3 years ### "Smarter Planning with AI-Powered Insights" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 November 25, 2025 LivePlan didn’t just organize my ideas; it transformed them into strategy with its automation and AI-assisted insights. The forecasts and industry comparisons helped me spot things I would have missed, and the way updates ripple through the plan automatically saved me weeks of manual work. It felt less like a template and more like having an advisor at my side. For the price, it’s remarkable value—approachable, secure, and genuinely useful for making smarter decisions. Pros \- Automation that connects the dots across your plan. - AI-assisted benchmarks to give context and confidence. - Easy updates: change one number and the whole plan syncs. - Clean, approachable interface. - Secure data handling. - Helpful, responsive customer support. Cons The first setup took some patience, but once my numbers were in, the automation made updates effortless. CR Creator Creator Used the software for: Less than 1 year ### "Live Plan Taught me new skills on how to build a successful business plan" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 21, 2025 Overall, my experience with LivePlan was positive. The platform is user-friendly, well-organized, and helped me create a professional business plan with confidence. I especially appreciated the guided steps and built-in financial tools, which made the process much easier. However, I would have liked the option to import data directly from spreadsheets to streamline financial inputs. Despite that, LivePlan gave me a solid foundation to communicate my business vision and goals clearly. Pros I liked how LivePlan made business planning easy with guided steps, clean templates, and clear tools Cons What I liked least was not being able to easily import financial data directly from spreadsheets, which made inputting numbers more time-consuming than necessary. IF Investment Feasibility Analyst Investment Feasibility Analyst Used the software for: 3-5 years ### "Powerful & User-Friendly, But Lacks Arabic Support & Advanced Customization" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 27, 2025 Overall, LivePlan has been an excellent tool—simple, fast, and packed with smart features. The interactive dashboards and AI tools transformed how I approach business planning. However, the lack of multilingual support (especially Arabic) and advanced visualization controls keeps it from being perfect. I’d highly recommend it, but with hope for future updates to bridge these gaps! Pros Intuitive and visually appealing interface that makes working with numbers and charts enjoyable. Exceptional reporting tools for creating business plans, financial reports, and presentations quickly. AI-powered features that speed up plan creation by 10x—a game-changer! Cons No native Arabic support, which remains a persistent hurdle despite two years of use. Limited customization for dashboards/charts (e.g., no PowerPoint-like control for dynamic presentations). Majid N. CEO Used the software for: I used a free trial ### "Terrible Cancelation system and customer service" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 5, 2025 Pros Part of the business model is making money from unauthorized transactions. Cons I canceled my account a month ago, but my credit card was charged again. I requested a refund, which was denied. Relying on unauthorized charges is a poor business practice. If you cannot handle cancellations online and promptly, then avoid issuing credit cards and stop auto-renewals. When you see there is tons of negative review here and there, you should fix your system. I expect a full refund, as my account shows that I haven’t accessed it in the past 30 days; I'm not using your service. I only tried it for a few days before canceling my account. CF CEO Founder CEO Founder Used the software for: 3-5 years ### "The Greatest Business Plan Software Ever" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2025 Overall, I've been using it for over five years. I use it most of the time. It keeps me organized and it's easy to present to others. Pros What I like the most is the ability to see everything in one place. It's like looking at a table of contents. I look for what I'm looking for, see it, then I click on it, and tada, it's there. Exactly what I'm looking for. Cons What I like the least is setting up the outline. Sometimes the drag and drop doesn't work as good as I would like. Sometimes it drops in the wrong place, or it moves slightly, making it hard to manage. OW Owner Owner Used the software for: Less than 1 year ### "LivePlan changed my game" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2025 I was running with it in five minutes. Go, go, go. I typed so much in the first couple of hours. I felt my plan was more cohesive than when it was in my head. The tool helped me uncover some inadequacies in my ideas. Next, I found the LLM-aided text "helper." nice! Then I found the multiple forecasts tool. Pros The financial forecasting tools are top notch. They understand the types of expenses that new businesses like mine need. As an example, they auto-calculated payroll taxes for me. They helped me with multiple forecasts for several situations in which I might find my business - up years, additional customers, and so on. Cons I'd like to be able to swap out the forecasts into the plan and to have key numbers change by forecast, perhaps with a macro like %5YRNIAT. A search and replace feature would be handy. The ability to add sections into the plan would be useful (example: a page to handle trademarks notices etc) [View all Reviews](https://www.capterra.com/p/142049/LivePlan/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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