Elements vs LivePlan
Elements
getelements.com
LivePlan
liveplan.comSide by side
| Figure | Elements | LivePlan |
|---|---|---|
| Price from | $149/mo | $15/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 3 | 6 |
| Spec score · Financial Planning Software | 8.2 (#13) | 8.6 (#11) |
| Integrations | Elements says it has partnered with Plaid, Morningstar, and Zapier for account data updates and connections to other systems. | The documented accounting integrations are QuickBooks Online and Xero. |
| Support | The site links advisors to a Help Center and a support-ticket submission page. | 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.