Libretto vs LivePlan
Libretto
libretto.io
LivePlan
liveplan.comSide by side
| Figure | Libretto | LivePlan |
|---|---|---|
| Price from | — | $15/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 1 | 6 |
| Spec score · Financial Planning Software | 7.0 (#28) | 8.6 (#11) |
| Headquarters | Los Angeles, California, United States | Eugene, Oregon, United States |
| Integrations | Libretto says it syncs market data, balance sheet assets, liabilities, and other client information, but does not name specific integration partners on this page. | The documented accounting integrations are QuickBooks Online and Xero. |
| Privacy | Libretto says it does not sell user information and restricts access to employees and agents who help provide its services. | 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. |
| Security | Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery. | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. |
| Support | The Advisor Success Program includes a dedicated onboarding specialist, proactive support, and the Mert AI assistant. | 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.