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LivePlan

liveplan.com

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Spec score 8.4 #6 of 75 in Financial Forecasting Software

What it is

LivePlan is a web-based service for creating business plans and monitoring financial performance. Its income statement, cash flow, and balance sheet forecasts are connected, so changing an assumption updates them together. The service includes AI-based idea validation and geography-specific market research that LivePlan says draws on more than 50 verified sources. Users can turn plans into presentations, edit them in LivePlan, and export them as PDF or PowerPoint files. QuickBooks Online and Xero connections bring accounting data into forecasts and dashboards, and the service includes more than 550 sample plans. Standard and Premium each list one active company, five contributors, and unlimited guests; only one company may be active at a time. LivePlan works on Android, iOS, macOS, web, and Windows, but requires an internet connection for all functions and has no mobile app. It lists chat and weekday email support. There is no free trial; LivePlan advertises a 35-day money-back guarantee. Standard is $20 a month and Premium is $40 a month, both billed monthly.

Spec sheet

What it does
LivePlan is a cloud business-planning service for creating plans, financial forecasts, market research and performance tracking.Read 19 Oct 2026 · liveplan.com
Purpose
LivePlan is a web-based service for writing and managing business plans and tracking financial performance.Read 29 Sep 2026 · liveplan.com
Intended users
The pricing page describes uses for startups and established companies, and lists offerings for advisors, educators, and SBA partners.Read 29 Sep 2026 · liveplan.com
Free plan
YesRead 20 Sep 2026 · liveplan.com
Integrations
The documented accounting integrations are QuickBooks Online and Xero.Read 19 Oct 2026 · liveplan.com
Security
LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations.Read 19 Oct 2026 · help.liveplan.com
Privacy
The company says employees cannot view plan content unless a customer expressly grants access for support and that it does not sell or rent private information.Read 19 Oct 2026 · help.liveplan.com
Compliance
The company says it submits an SAQ A 3.2 self-assessment for PCI compliance and can provide its certificate upon request after an NDA.Read 29 Sep 2026 · liveplan.com
Support
LivePlan provides weekday live chat and email support plus group onboarding and a help center.Read 19 Oct 2026 · help.liveplan.com
Headquarters
Eugene, Oregon, United StatesRead 23 Sep 2026 · liveplan.com
Founded
2011Read 23 Sep 2026 · liveplan.com
Business-plan builder
The product provides guided business-plan writing with step-by-step instructions, examples and lender-oriented statements.Read 19 Oct 2026 · liveplan.com
Collaboration
Accounts support up to five contributors, guest access controls and simultaneous work with section-level editing locks.Read 19 Oct 2026 · liveplan.com
Company founded and size
LinkedIn lists the company as founded in 1988 with 51–200 employees.Read 19 Oct 2026 · linkedin.com
Company headquarters
LinkedIn lists Palo Alto Software headquarters in Eugene, Oregon.Read 19 Oct 2026 · linkedin.com
Company legal name
The service terms identify Palo Alto Software, Inc. as the service provider.Read 19 Oct 2026 · liveplan.com
CSV and spreadsheet export
Forecast data can be exported as CSV for additional formatting in Excel or Google Sheets.Read 19 Oct 2026 · liveplan.com
Documentation
The help center includes setup, forecasting, account-management, troubleshooting and product-update articles.Read 19 Oct 2026 · help.liveplan.com
Financial forecasting
Forecasts connect profit-and-loss, cash-flow and balance-sheet calculations so assumption changes flow through the model.Read 19 Oct 2026 · liveplan.com
GDPR and PCI
Palo Alto Software says it updated policies for GDPR, performs security audits and penetration testing, and is PCI compliant.Read 19 Oct 2026 · help.liveplan.com
Idea validation
Idea Canvas uses AI guidance, research and risk assessments to help test whether a business idea is worth pursuing.Read 19 Oct 2026 · liveplan.com
Limit: billing complaints
Trustpilot reviewers include complaints about accidental renewals, refund refusals and dissatisfaction with cancellation handling.Read 19 Oct 2026 · trustpilot.com
Limit: customization and exports
Reviewers report limitations in customization, report formatting and some export workflows.Read 19 Oct 2026 · getapp.com
Limit: missing broader integrations
TrustRadius reviewers have criticized the limited ability to connect with other software beyond the available accounting integrations.Read 19 Oct 2026 · trustradius.com
Limit: pricing
Independent reviews repeatedly say subscriptions can be expensive for occasional use, especially with per-entity pricing and price increases.Read 19 Oct 2026 · capterra.com
Market research
LivePlan says its market research uses more than 50 verified sources and provides geography-specific information.Read 19 Oct 2026 · liveplan.com
MCP connector
A public MCP connector can let Claude and other AI agents read and modify plans, forecasts and scenarios through defined tools.Read 19 Oct 2026 · help.liveplan.com
Mobile access
There is no native mobile app; iPhone, iPad and Android access uses a web browser and is mainly intended for viewing or light editing.Read 19 Oct 2026 · help.liveplan.com
News: AI and research features
The update log records AI Plan Review and Market Research as beta features introduced in February 2026.Read 19 Oct 2026 · help.liveplan.com
News: MCP connector
The product-update log records the LivePlan MCP connector as a new feature in July 2026.Read 19 Oct 2026 · help.liveplan.com
Online access
LivePlan requires an internet connection for all functions and has no mobile app; mobile access is through a device’s web browser.Read 29 Sep 2026 · help.liveplan.com
Ownership and founder
Crunchbase lists LivePlan as a private Eugene, Oregon company and identifies Tim Berry as founder.Read 19 Oct 2026 · crunchbase.com
Pitch decks
Plans can be converted into editable pitch presentations and exported to PDF or PowerPoint.Read 19 Oct 2026 · liveplan.com
Pitch presentations
Users can generate presentations from their plans, edit them in LivePlan, and export them to PDF or PowerPoint.Read 29 Sep 2026 · liveplan.com
Plan limits
Standard and Premium each list one active company, five contributors, and unlimited guests; only one company can be active at a time.Read 29 Sep 2026 · liveplan.com
Plan-versus-actual
Accounting connections let users compare actual results with plans through dashboards and trend reports.Read 19 Oct 2026 · liveplan.com
Planning and forecasting
Its connected income statement, cash flow, and balance sheet forecasts update when an assumption changes.Read 29 Sep 2026 · liveplan.com
Praise: ease of use
Capterra, GetApp and TrustRadius reviewers repeatedly describe the guided workflow and interface as easy for beginners.Read 19 Oct 2026 · getapp.com
Praise: forecasting
Independent reviewers commonly praise the financial forecasting, budgeting, scenario analysis and automated charts.Read 19 Oct 2026 · trustradius.com
Praise: integrations
Reviewers often praise importing accounting information from QuickBooks and using it in forecasts and reports.Read 19 Oct 2026 · trustradius.com
Public API
LivePlan states that it does not currently provide an external API.Read 19 Oct 2026 · help.liveplan.com
Rating on Capterra
4.5 out of 5 from 200 reviewsRead 19 Oct 2026 · capterra.com
Rating on G2
4.3 out of 5 from 48 reviewsRead 19 Oct 2026 · g2.com
Rating on GetApp
4.5 out of 5 from 200 reviewsRead 19 Oct 2026 · getapp.com
Rating on Trustpilot
4.4 out of 5 from 130 reviewsRead 19 Oct 2026 · trustpilot.com
Rating on TrustRadius
8.8 out of 10 from 15 reviewsRead 19 Oct 2026 · trustradius.com
Sample plans
The plans include access to more than 550 sample business plans.Read 29 Sep 2026 · liveplan.com
Scenario planning
Users can run up to 10 complete forecast scenarios for alternative outcomes.Read 19 Oct 2026 · liveplan.com
Self-hosting
The product is delivered as an online service and requires an internet connection for all functions.Read 19 Oct 2026 · help.liveplan.com
System requirements
Supported desktop environments are current Chrome, Firefox and Edge on Windows and current Chrome, Firefox, Edge or Safari on macOS.Read 19 Oct 2026 · help.liveplan.com
Trial and guarantee
LivePlan says it does not offer a free trial at the moment and advertises a 35-day money-back guarantee.Read 29 Sep 2026 · liveplan.com

Plans and prices

Standard $15 a month paid annually 1 active company · 5 contributors Read 19 Oct 2026 · liveplan.com
Premium $30 a month paid annually 1 active company · 5 contributors Read 19 Oct 2026 · liveplan.com
LivePlan Expert $30 a month paid monthly 30-minute one-on-one video meetings · priority assistance Read 19 Oct 2026 · liveplan.com
LivePlan Expert (add-on) $30 a month Paid monthly 30-minute one-on-one video meetings · priority assistance Read 29 Sep 2026 · liveplan.com
Standard $180 a year $180.00 per year (= $15.00/month, billed annually) 1 active company · 5 contributors · unlimited guests Read 29 Sep 2026 · liveplan.com
Premium $360 a year $360.00 per year (= $30.00/month, billed annually) 1 active company · 5 contributors · unlimited guests Read 29 Sep 2026 · liveplan.com

Every LivePlan plan and price →

Strong points and limits

Strong points

  • Connected forecasts update when assumptions change.
  • Idea validation and geography-specific market research are included.
  • Exports presentations to PDF or PowerPoint.
  • Connects to QuickBooks Online and Xero.
  • Includes access to more than 550 sample plans.

Limits

  • No free plan or free trial is listed.
  • An internet connection is required for all functions.
  • No mobile app; mobile access uses a browser.
  • Only one company can be active at a time.

Who it suits

LivePlan suits startups and established companies that need business planning, financial forecasting, and plan-based presentations. The pricing page also lists offerings for advisors, educators, and SBA partners.

Verdict

LivePlan combines business planning, forecasting, idea assessment, and presentation tools in a connected service. Note the one-active-company limit, internet requirement, and monthly plan prices when deciding whether it fits.

Where Specifiction places it

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