LivePlan vs NaviPlan
LivePlan
liveplan.com
NaviPlan
investcloud.comSide by side
| Figure | LivePlan | NaviPlan |
|---|---|---|
| Price from | $15/mo | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 0 |
| Spec score · Financial Planning Software | 8.6 (#11) | 6.9 (#29) |
| Headquarters | Eugene, Oregon, United States | InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019. |
| Integrations | The documented accounting integrations are QuickBooks Online and Xero. | InvestCloud says integrations transfer client data securely in real time and specifically names MX for importing accounts and loans. |
| Intended users | The pricing page describes uses for startups and established companies, and lists offerings for advisors, educators, and SBA partners. | The product page describes NaviPlan as equipping financial professionals and firms to serve clients with financial plans. |
| Purpose | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. | NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning. |
| Security | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. | InvestCloud says NaviPlan complies with ISO/IEC 27001 for information security management systems. |
| Support | LivePlan provides weekday live chat and email support plus group onboarding and a help center. | NaviPlan support includes hands-on training, ongoing help, custom product configuration, videos, reference guides, and functional documents. |
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.