FinCalc vs LivePlan
FinCalc
fincalc.co.uk
LivePlan
liveplan.comSide by side
| Figure | FinCalc | LivePlan |
|---|---|---|
| Price from | — | $15/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 0 | 6 |
| Spec score · Financial Planning Software | 7.6 (#18) | 8.6 (#11) |
| Headquarters | Colchester, Essex, UK | Eugene, Oregon, United States |
| Integrations | The integrations page lists DocuSign, intelliflo, Iress Xplan, Twenty7tec, Plannr, Curo (Time4Advice) and ZeroKey; Wealthcraft is marked “COMING SOON.” | The documented accounting integrations are QuickBooks Online and Xero. |
| Intended users | FinCalc presents solutions for financial advisers, financial planning firms, and networks or consolidators. | The pricing page describes uses for startups and established companies, and lists offerings for advisors, educators, and SBA partners. |
| Purpose | FinCalc is a cloud-based financial planning platform for UK financial advisers, firms and networks. | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. |
| Security | FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification. | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. |
| Support | FinCalc offers UK-based live chat during UK business hours, including co-browsing, and provides webinar training, guides and videos. | 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.