LivePlan vs Lumio360 Planning
LivePlan
liveplan.comLumio360 Planning
lumio360.comSide by side
| Figure | LivePlan | Lumio360 Planning |
|---|---|---|
| Price from | $15/mo | £249/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 6 |
| Spec score · Financial Forecasting Software | 8.4 (#6) | 7.6 (#39) |
| 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. | The security page lists GDPR and UK GDPR compliance and says SOC 2 Type II and ISO 27001 are pending. |
| Free plan | Yes | No |
| Integrations | The documented accounting integrations are QuickBooks Online and Xero. | The site says users can connect their ledgers but does not name specific integration partners on the pages reviewed. |
| Intended users | The pricing page describes uses for startups and established companies, and lists offerings for advisors, educators, and SBA partners. | Planning is aimed at heads of finance and CFOs, FP&A managers, and finance controllers who own planning. |
| Purpose | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. | Lumio360 Planning connects budgeting and forecasting to closed actuals in the same platform as close and consolidation. |
| Security | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. | The security page states that data is encrypted in transit with TLS 1.3 and at rest with AES-256. |
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
Lumio360 Planning
- Foundation£249 a month
- Professional£499 a month
- Finance OS£749 a month
- Foundation£249 a month
- Professional£499 a month
- Finance OS£749 a month
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.
Lumio360 Planning
Lumio360 Planning has no write-up on Specifiction yet; its figures are above.