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Strengthen your role as a trusted advisor with LivePlan business consulting software

Help your clients plan and grow their businesses with an easy-to-use set of financial tools.

Try LivePlan See it in action

LivePlan gives you dynamic forecasting & planning tools that fit seamlessly into your advising process

Help your client create a lender-ready business plan

Help your client create a lender-ready business plan

Create a Lean Plan using LivePlan's one-page pitch, or collaborate on a lender-ready full business plan.

Use the plan as a springboard and quickly understand your client's business.

Create forecasts 70% faster than with spreadsheets

Create forecasts 70% faster than with spreadsheets

Walk clients through the process of building detailed strategic forecasts with instructions and examples at every step.

Visual financial reports make client meetings easier

Visual financial reports make client meetings easier

Use LivePlan's Dashboard reports to conduct regular advising meetings and keep your clients engaged as they work toward their growth goals.

Explore LivePlan features for consultants

See how LivePlan helps grow your business

Watch a brief 11-minute demo to see how the software works.

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Business consulting software built for efficiency

Guarantee quality business planning services

Guaranteed quality business planning services

With a scalable, standardized approach to planning, you can create a repeatable process and streamline your advising. You'll be able to help more clients while improving your advising quality at the same time.

A collaboration platform that will help you double your virtual consulting hours

A collaboration platform that will help you double your virtual consulting hours

LivePlan's simple collaboration tools let you give feedback to your clients, even when they're not in your office. You can see your clients' progress and help keep them on track.

Create long–term relationships

Create long–term relationships

LivePlan turns your client's business plan into a real management tool. It will automatically compare budgets and forecasts to your QuickBooks or Xero accounting data, allowing you to track progress in real-time. You'll improve client retention by 30 percent and build long-lasting, healthy businesses.

Evaluate LivePlan

Fill out the form below and we'll contact you shortly with pricing information and steps to start your evaluation.

What Small Business Advisors are saying about LivePlan

Meghan headshot

Each (client) meeting starts and ends with LivePlan ... By having an easy-to-use tool, we can guide clients on inputting numbers and then work through the financial statements to help them understand what it all means for their business.

Ben headshot

It didn't take long for me to start recognizing how versatile and powerful of a planning tool it was. Before long, I was pitching LivePlan to my region director to test on a broader scale. Fast-forward a few years, and now it is the preferred business planning tool throughout our region.

Alicia headshot

We are proud users of LivePlan business plan writing software. This tool has allowed our participants to grasp a great understanding of all the sections in a business plan, as well as create a finished plan. This software is user friendly and we are overjoyed at the results we've been able to capture.