Basis vs LivePlan
Basis
basis.soLivePlan
liveplan.comSide by side
| Figure | Basis | LivePlan |
|---|---|---|
| Price from | $249/mo | $15/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 3 | 6 |
| Spec score · Financial Forecasting Software | 8.0 (#14) | 8.4 (#6) |
| Collaboration | The platform supports multiplayer planning with granular permissions for collaboration and confidentiality. | Accounts support up to five contributors, guest access controls and simultaneous work with section-level editing locks. |
| Free plan | No | Yes |
| Integrations | Basis says it offers more than 100 integrations across general ledger, ERP, HR, and CRM systems, with premium NetSuite integrations available for an additional fee. | The documented accounting integrations are QuickBooks Online and Xero. |
| Scenario planning | Users can adjust key inputs to explore how different assumptions may affect future outcomes. | Users can run up to 10 complete forecast scenarios for alternative outcomes. |
| Support | All company plans list chat and email support and an online knowledge base; Growth includes two hours of Basis Care per month, and Enterprise includes unlimited Basis Care. | LivePlan provides weekday live chat and email support plus group onboarding and a help center. |
Plans
LivePlan
- Standard$15 a month
- Premium$30 a month
- LivePlan Expert$30 a month
- LivePlan Expert (add-on)$30 a month
- Standard$180 a year
- Premium$360 a year
In their own words
LivePlan
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.