LivePlan is a business planning and financial forecasting platform built for startups, small businesses, and advisors. It combines guided business plan creation with budgeting, cash flow forecasting, and KPI tracking in one web-based tool.
It’s not accounting software. Instead, it sits above your books and focuses on planning, projections, and performance monitoring.
Writing a business plan and building realistic financial forecasts is hard—especially if you’re not a finance expert. LivePlan simplifies this with structured templates, plain-language guidance, and visual reports investors and lenders expect.
Founders use it to validate ideas and pitch investors. Small business owners use it to manage cash flow and compare actual results to projections. Advisors and incubators use it to standardize planning across clients or cohorts.
You build your plan using step-by-step prompts covering your product, market, traction, and strategy. Financials are created through guided inputs for revenue, expenses, staffing, and funding—no spreadsheets required.
LivePlan connects to tools like QuickBooks or Xero to pull in actuals, then shows variance reports and dashboards so you can see where you’re off track.
Watch out: it’s opinionated. You work within LivePlan’s models, which is great for clarity but limiting if you want highly custom financial structures or complex scenarios.
