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No free trial is described on the homepage. The site instead promotes a 35 day money back guarantee on purchases.
Learn moreLivePlan
Business planning software with sourced research and connected financials
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What is LivePlan?
LivePlan is an AI search tool. LivePlan combines AI guided idea testing, sourced market research, a plan builder, connected financial forecasts, a pitch deck creator and a plan vs. actual dashboard for founders and small business owners who need credible numbers and citations.
LivePlan is business planning software aimed at founders, small business owners and operators who need a plan that holds up in front of a lender or an investor. The product bundles four things that are usually scattered across spreadsheets, consultants and search tabs: an AI guided idea assessment, citable market research, a written plan builder, and a financial model where the income statement, cash flow and balance sheet are connected to the same assumptions. The company reports over 1.5 million businesses served and a 4.8 out of 5 rating on Google Reviews. The workflow starts in Idea Canvas, which pressure tests a concept and flags risks before money is spent. Market Research then supplies figures drawn from 50 or more verified sources, each with a named citation and tied to your geography, alongside industry benchmarks from a professional research firm. The Plan Builder drafts sections in the voice of your actual business rather than generic filler, and Plan Review reads the finished document the way a lender would, catching places where the narrative and the numbers disagree. A Pitch Deck Creator turns the plan into an investor presentation from templates, with data staying in sync. After launch, Plan vs. Actual connects to accounting software and compares real monthly results against the forecast, so revenue tracking and expense drift are visible without manual reconciliation. That makes LivePlan a fit for solo founders preparing a loan package as well as established small teams that want ongoing budget discipline. It sits closer to a guided planning platform than to a pure AI writing tool, and the homepage draws that line directly: the financial model responds to changed assumptions in a way a general chatbot cannot.
How do you use LivePlan?
1Assess the idea in Idea Canvas
Run the concept through the AI guided canvas to see an honest risk assessment and an early read on whether the opportunity is worth pursuing.
2Pull sourced market research
Generate total addressable and serviceable market figures from verified sources, checking that each insight carries a citation you can reuse in a plan.
3Draft the business plan
Work through the Plan Builder section by section with AI assistance grounded in your own business details, then run Plan Review to catch mismatches.
4Build connected financial forecasts
Enter revenue and cost assumptions once and confirm they flow through the income statement, cash flow and balance sheet, then model a downside scenario.
5Create the pitch deck
Convert the finished plan into an investor presentation using the built in templates, verifying that charts and figures stay linked to the forecast.6Track performance against the plan
Connect accounting software and review the monthly comparison of actual revenue and expenses against the forecast to decide on hiring or spending.
Pros and cons
Pros
- Financial statements are linked, so changing one assumption updates income statement, cash flow and balance sheet togetherAI
- Market research figures carry named sources and geographic specificity, which helps when a lender asks for evidenceAI
- Plan Review checks the written narrative against the financials before submissionAI
- Pitch deck creator keeps presentation data synchronized with the underlying planAI
- Plan vs. actual comparisons against connected accounting data support ongoing budget decisionsAI
Cons
- Entry price starts at $20 per month, so cost accumulates for founders who only need a one-off documentAI
- The homepage does not document which accounting platforms are supported beyond a single reference to QuickBooksAI
- Heavy financial modeling still assumes the user understands their own assumptions and unit economicsAI
- The promised perks and discounts are partner offers rather than core product valueAI
How much does LivePlan cost?
Pricing
Paid subscription starting at $20 per month, according to the homepage, with a 35 day money back guarantee. Plan tiers and what each includes are not detailed on the homepage.
Learn moreIntegrations
The homepage states that accounting software can be connected for plan vs. actual reporting and references QuickBooks in a customer quote. A full integration list is not published on the homepage.
Learn moreFeatures
Idea Canvas for AI guided idea validation, Market Research with named sources across 50 or more verified providers, a Plan Builder with AI drafting and Plan Review, connected financial forecasting with scenarios, a pitch deck creator, and a Plan vs. Actual dashboard fed by accounting software. Member perks add partner discounts.
Learn moreFrequently asked questions about LivePlan
How much does LivePlan cost?
Paid subscription starting at $20 per month, according to the homepage, with a 35 day money back guarantee. Plan tiers and what each includes are not detailed on the homepage.Does LivePlan offer a free trial?
No free trial is described on the homepage. The site instead promotes a 35 day money back guarantee on purchases.How do you use LivePlan?
The walkthrough on this page covers 6 steps: 1. Assess the idea in Idea Canvas 2. Pull sourced market research 3. Draft the business plan 4. Build connected financial forecasts 5. Create the pitch deck 6. Track performance against the plan.What platforms does LivePlan support?
LivePlan is available on Web App.What does LivePlan integrate with?
The homepage states that accounting software can be connected for plan vs. actual reporting and references QuickBooks in a customer quote. A full integration list is not published on the homepage.What are the limitations of LivePlan?
Entry price starts at $20 per month, so cost accumulates for founders who only need a one-off document. The homepage does not document which accounting platforms are supported beyond a single reference to QuickBooks. Heavy financial modeling still assumes the user understands their own assumptions and unit economics.
Status
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Added10/21/2026
Platforms
Web App
Pricing
PaidSubscription
