LivePlan vs ProjectionHub
LivePlan
liveplan.comProjectionHub
projectionhub.comSide by side
| Figure | LivePlan | ProjectionHub |
|---|---|---|
| Price from | $15/mo | Free |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 10 |
| Spec score · Financial Forecasting Software | 8.4 (#6) | 8.6 (#2) |
| Founded | 2011 | 2012 |
| Headquarters | Eugene, Oregon, United States | Indiana, United States |
| Integrations | The documented accounting integrations are QuickBooks Online and Xero. | The maker states templates can be used in Excel and Google Sheets, with Apple Numbers also supported to a lesser extent. |
| Rating on G2 | 4.3 out of 5 from 48 reviews | 4.6 out of 5 from 4 reviews |
| Support | LivePlan provides weekday live chat and email support plus group onboarding and a help center. | Support is offered through live chat, email and video demonstrations on weekdays from 9 a.m. to 5 p.m. Eastern Time. |
| What it does | LivePlan is a cloud business-planning service for creating plans, financial forecasts, market research and performance tracking. | ProjectionHub provides financial projection templates and custom modeling services for SBA loans, investor pitch decks and internal planning. |
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
ProjectionHub
- Individual Projection TemplatesFree
- SBA Readiness ReviewFree
- SBA Expert Consultation$150, paid once
- SaaS Bundle$179, paid once
- ProjectionHub+$499, paid once
- ProjectionHub+ (ALL templates)$499, paid once
- SBA Pre-Qualification$500, paid once
- Financial Projections$750, paid once
- Business Plan + Projections$2,500, paid once
- Financial Projections + Business Plan Package + SBA Concierge Service$3,500, paid once
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.
ProjectionHub
ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning. Its library contains more than 100 CPA-developed templates for specific industries. Templates generate five-year income statements, cash flow statements, and balance sheets, with monthly and annual projections. Industry-specific revenue models, highlighted inputs, and customizable financial models help users adapt them to a business. They are designed for Excel and compatible with Google Sheets; Apple Numbers usually works, though it receives less support. Individual templates are available free, while ProjectionHub+ offers lifetime access to the full library for one user or a small team. Larger organizations need a custom license. Other services include expert-created projections, custom business plans, SBA pre-qualification, and financial modeling. Complimentary weekday support is available through chat, email, and screenshare demonstrations, generally 9–5 EST. The company says templates may be used for client deliverables or internal planning, but not resold. Its privacy policy says it collects identifying details, including business financial projection information, and may use aggregated non-identifying data for its own purposes or publication or sale.