LivePlan vs Timeline
LivePlan
liveplan.comTimeline
timeline.coSide by side
| Figure | LivePlan | Timeline |
|---|---|---|
| Price from | $15/mo | £0.01/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 3 |
| Spec score · Financial Planning Software | 8.6 (#11) | 7.4 (#24) |
| Founded | 2011 | 2018 |
| Headquarters | Eugene, Oregon, United States | 70 Gracechurch Street, London, EC3V 0HR, United Kingdom |
| Integrations | The documented accounting integrations are QuickBooks Online and Xero. | The platform page says it connects with Intelliflo, Plannr and Woven through its Seccl partnership and supports data from more than 20 platform providers. |
| Purpose | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. | Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. |
| Security | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. | The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS. |
| Support | LivePlan provides weekday live chat and email support plus group onboarding and a help center. | Platform advisers receive direct access to an experienced platform specialist and a single relationship team. |
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
Timeline
- Timeline Portfolios£0.09 a year
- Timeline Platform£0.15 a year
- Timeline Planning£135 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.