LivePlan business planning, forecasting and financial management.
Key capabilities
- AI Plan Builder.
- Linked financial forecasts.
- Pitch presentation.
- Funder readiness review.
- Plan vs. Actual.
Who it's for
LivePlan is a leading business plan generator.
Business Plan Generators · Paid
LivePlan
LivePlan, from Palo Alto Software, is business plan software with AI plan drafting, Idea Canvas validation, linked financial forecasts, pitch presentations, Plan Review funder checks and Plan vs. Actual tracking with QuickBooks and Xero.
- business plan generator
- liveplan
- business plan software
- financial forecast
- pitch deck
- sba loan
- quickbooks
- xero
- small business
- startups
Updated Oct 23, 2026
Pricing Paid
Rating No reviews yet
Standout Features
What makes LivePlan stand out
- 550+ sample plans
- Funder readiness review
- 1.5M+ businesses
Key Features
What’s in the toolkit?
- 01
AI Plan Builder
- 02
Idea Canvas validation
- 03
Linked P&L, cash flow and balance sheet
- 04
Scenario testing
- 05
Pitch presentation from plan data
- 06
Plan Review funder check
- 07
Market research with cited sources
- 08
550+ sample plans
- 09
Plan vs. Actual with QuickBooks and Xero
- 10
Industry benchmarks
What is LivePlan?
Business planning, forecasting and financial management
- Category
- Business Plan Generators
- Pricing
- Paid
- Company
- Palo Alto Software
- Platform Access
- 1 feature
Use Cases
Where teams put it to work
- 01
SBA and bank loans
- 02
Investor pitches
- 03
Ongoing financial management
Workflow
How to use LivePlan?
- 01
Describe your business idea.
- 02
Answer guided questions or prompts.
- 03
Review AI drafts and financials.
- 04
Export and share your plan.
Pros & Cons
Is LivePlan right for you?
Pros
2- Trusted by lenders
- Strong financials
Cons
2- No free plan
- One plan editable at a time
Pricing
Pricing for LivePlan
Paid
- Standard – $15/month billed annually ($20 monthly): plan, forecast, pitch, funder review.
- Premium – $30/month billed annually ($40 monthly): deeper research, scenarios, analysis.
- LivePlan Expert add-on – $30/month: one-on-one video support.
35-day money-back guarantee.
Who is it for
Who is LivePlan for?
Small business owners.Startup founders.Advisors and lenders.
FAQ
Frequently Asked Questions
Everything you need to know about LivePlan before you try it.
LivePlan's AI is trained for business planning and builds linked financial forecasts, while general tools can produce inaccurate research.
Yes. It includes 550+ sample plans and industry benchmarks for over 1,000 industries.
Yes, for an additional fee, including a full plan review and follow-up call.
Yes, unlimited plans, but only one can be open and edited at a time.
Reviews
LivePlan Reviews
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