LivePlan Reviews

See why over 1 million businesses trust LivePlan

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5 Stars

4.8/5 Google Reviews

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5 Stars

4.8/5 ShopperApproved

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Meet José

LivePlan User

"I used LivePlan to secure $750k in funding and later this year will use it to expand to additional locations. It's super simple and easy to use to get yourself together as a founder and explain your vision to normies."

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Sinister in San Clemente

Facebook Review

"I found this tool to be exceptionally valuable. The seamless data synchronization with our systems works great, providing accurate real-time information for planning. "

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Jose

Quickbooks App Store Review

"I was always told that your business plan is a living document that evolves based on your business environment, goals, etc. With this in mind, having LivePlan has been a game changer, and especially with its integration with QuickBooks. I can now get some What-if Scenarios, Forecasting for planning."

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Michelle

Quickbooks App Store Review

"LivePlan has completely transformed the way I plan and manage my business. What used to feel overwhelming—financial projections, strategy, and formatting a “professional” business plan—now feels simple and organized."

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Calvin C.

Trust Radius Review

"LivePlan is worth the investment."

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Jimmy S

Facebook Review

"LivePlan has been an incredible tool for managing our business finances and creating a clear, structured plan for growth. The budgeting and forecasting features make it easy to track financial performance. The real-time financial insights help us stay on top of our goals"

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Roger

Quickbooks App Store Review

"LivePlan has helped me create forecast scenarios as we decide on pricing strategies and growth trajectory. [...] It has allowed us to understand how pricing different tiers would affect future cashflow and revenues, as well as what we can offer at a discount to our customers while maintaining our margins."

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Wadhah H

Quickbooks App Store Review

"I had never put together financial statements or projections before, and LivePlan's integration with QBO allowed me to do this instantly. Highly recommend!"

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Sean

Quickbooks App Store Review

"Used LivePlan to get my business started. Made it extremely simple and easy to create a business plan. Still use it for forecasting and helping our business grow."

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Chris

Quickbooks App Store Review

"It's super easy and intuitive to pull data from QuickBooks into LivePlan to help create financial forecasts."

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Nick D

Quickbooks App Store Review

"I switched from Forecastr to LivePlan and have been really happy with the change. LivePlan was really easy to set up. I can update the financials more easily on my own. The interface is intuitive and it has the views I need to effectively manage the financials for my business."

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Lauren

Quickbooks App Store Review

"Just connected the app. Looking forward to seeing what a "live" forecast can do to save me time entering all the numbers into a spreadsheet!"

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Josiah H

Quickbooks App Store Review

"I am very appreciative of this program. Love the Help Me Write function. The guidance of the pitch was superb. I think anyone just starting out can benefit from this program."

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Shelah R

Facebook Review

"First time putting together a business plan. I didn't have the confidence that I could do a great job. But LivePlan made it really easy. I was really impressed how professional and detailed it turned out."

Brian C

Review

"i think its the best business plan builder in the market, very easy to use, great costumer service and and it actually exports the files the way you want them."

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Sam S

Trustpilot Review

"The Ai assistance is giving FOCUS"

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Laser P

Trustpilot Review

"I cant say enough about the ease of use. I have created multiple scenarios for my business and its helped me make important decisions for 2026. The integration with QB is flawless and I would recommend this to any small business."

Mike N

Review

"LivePlan.com has been an absolute game-changer for our business. The platform is incredibly user-friendly, making the complex process of business planning feel straightforward and even enjoyable."

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Ugo R

Trustpilot Review

"I've been using [LivePlan] for over six years."

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Hope D

Facebook Review

"Live plan provides the framework needed to really drill down on the critical components of your business plan."

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Lacey P

Trust Radius Review

"The help that I am receiving is absolutely invaluable. I could never have done this on my own and I’m extremely eternally grateful."

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Dianne

Trustpilot Review

"Live Plan is great for building a business but also for updating [the plan] weekly."

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Christopher C.

Trustpilot Review

"QuickBooks keeps my accounts organized, while LivePlan transforms that data into clear forecasts, actionable insights, and easy-to-read financial reports, all without the need for manual effort."

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Senthil

Quickbooks App Store Review

"You don't need to read a manual to get started, it guides you step by step. No learning curve no expertise needed."

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Meredith F.

Trustpilot Review

"Very helpful! Constructively pushy! Informative and friendly!"

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Annamaria S

Trustpilot Review

"Since I started using LivePlan, I have successfully secured funding twice for my business, which has been a significant milestone in my entrepreneurial journey. "

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Greater T.

Trustpilot Review

"The Forecast section is the standout for me: cash flow, depreciation, taxes, and the related calculations are automated in a way that saves a huge amount of time and improves reliability. It’s reassuring to know the numbers stay consistent without having to rebuild spreadsheets manually."

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Roberto

Trustpilot Review

"The platform is helpful and informative, I have never created a business plan before, so I like how easy and friendly it is to use. I like it also gives guidance and ideas to put on your business plan. This is such a game changer, it also does market research for me which is great."

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Noel

Trustpilot Review

"Very beneficial to learning business modeling"

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Nicholas N

Trustpilot Review

"The way things are explained here is foolproof, and the early adoption of A.I. to help write out what's in my head is proof that Liveplan is ahead of its time."

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Terry N.

Trustpilot Review

"[LivePlan] was very helpful and insightful once I connected it to my QuickBooks! Definitely plan to share it with everyone I know"

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Telly A.

Facebook Review

"The program offers lots a great ways to plan, track, and project everything you need for your business."

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Trent N

Trustpilot Review

"Great product and service. Good plan structure and AI prompts help you to formulate a lot of of thoughts into a coherent business plan structure. As an entrepreneur, I used it for a few of my startups, and found it to be very helpful."

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Jamie B

Trustpilot Review

"I found it at a great time & glad I did! This tool has really allowed me to express myself & create a business plan that I thought would take months with my busy schedule."

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Byron W

Capterra Review

"Live Plan is good...one of the best BP software in the market. Easy to use and very detailed."

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Simeon A

Shopper Approved Review

"Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. [...]. It does the math for you. It creates graphs and charts. It is amazing."

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Shawnnell B

G2 Review

"Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming."

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Idan M

Capterra Review

"I truly appreciate this tool for empowering business owners from pitch to profit! Creates a pitch and business plan, up to the minute reports and forecasting, excellent and powerful program gives owners command of their financials like they have a staff of 20!"

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Exit Hunter

Quickbooks App Store Review

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Meet Brittany

LivePlan User

"Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch."

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Ifeanyi K

Capterra Review

"LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike."

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Bashir T

Shopper Approved Review

"I truly enjoy using Quickbook in my Live Plan for my start-up business it is calculate projections really well and it is user friendly there is no experience needed for neither one of them."

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Destanique

Quickbooks App Store Review

"LivePlan provides the balance between stating your vision, the framework to support it, and the numbers."

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Mike R

Shopper Approved Review

"I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures."

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Matthew H

Capterra Review

"LivePlan changed my game. I was running with it in five minutes. Go, go, go. I typed so much in the first couple of hours. I felt my plan was more cohesive than when it was in my head. The tool helped me uncover some inadequacies in my ideas. Next, I found the LLM-aided text "helper." nice! Then I found the multiple forecasts tool."

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Tony R

Software Advice Review

"I have been using for at least 7 years. Great program and it is getting better."

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Earl H

Capterra Review

Headshot of LivePlan customer Ameka

Meet Ameka

LivePlan User

"LivePlan has been a coach, mentor, friend, advisor, and muse - all rolled into one. Its comprehensive approach encourages careful deliberation throughout the entire business planning process."

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Blue Oceans Wellness

Quickbooks App Store Review

video review from Abigial Fulbrook

Meet Abigail

LivePlan User

"I didn't have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses."

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Gabriella B

G2 Review

"I like how Live Plan walked me step by step through the business planning process! It helped me take my dream of opening an early childhood educational center and write the plans out to make it happen. LivePlan helped me develop my pitch and gave me confidence to present my vision to potential funders and business partners. LivePlan is a software program that is very user friendly. It helped me to take something that is very complex and made it very simple. I have a finished product that I am very proud of!"

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Carlos H

Capterra Review

"LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process."

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Alvaro F

Shopper Approved Review

"I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against Forecast like I've never had before..."

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Rob Mackley

Xero App Store Review

"LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!"

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Angela A

Capterra Review

"Llevo más de 20 años usando LivePlan para elaborar varios planes de negocios. Nunca he estado decepcionado sino lo contrario."

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Orlando G

Capterra Review

"Go LivePlan! It's a solid 9 out of 10. I'm using it greatly, and it's my top product as CEO for my planning and business plans."

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Jean Maurice P

Capterra Review

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Meet Mike

LivePlan User

"Great for business plans that need to be robust. It has solid examples so you can build off already strong business planning "

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James B

G2 Review

"Live Plan is good...one of the best business plan softwares in the market"

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Simeon A.

Shopper Approved Review

"LivePlan challenged me to new heights, expanding my business from a home-based operation to projecting 4 locations in different states. Two thumbs up to both the program and support team. "

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Robert J

Shopper Approved Review

"LivePlan is an excellent tool for kicking off a business plan, providing a structured and user-friendly approach to financial forecasting and strategy development. The AI support was particularly impressive, helping to articulate key points with clarity and precision. Highly recommended for entrepreneurs looking for a seamless planning experience!"

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Massimo V

Capterra Review

"I have used it for several years now for several different adventures and it has always done us right. I like the way that it does all of the forecasting and calculations for you. I like the format of the plan itself."

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William P

Capterra Review

"Overall, the experience was excellent. For this being my first time creating a business plan, the layout was perfect."

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Clarence H

Software Advice Review

"Planning ahead requires paying attention to the details. The ability to link my Quickbooks account to my LivePlan account provides reality checks. That allows opportunities to update the Plan on an ongoing basis. Great program."

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Robin B

Capterra Review

"Easy to use. Affordable. Superb support and training."

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Jonathan B

Capterra Review

"We had the opportunity to make a pitch for a substantial grant, but we were required to submit a financial plan with graphs and charts. Knowing that was beyond my skill set, I found LivePlan and opted for a free trial. It was SO easy to put together our financial plan, future earnings forecast, and organize our pitch. I had beautiful graphics to display with accurate numbers pulled in from QuickBooks. This is a very helpful app...and we won the grant!"

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Coffee Corner

Quickbooks App Store Review

"Great experience using LivePlan to create a business plan. The automated tools made it seamless to auto-populate and ensure accuracy. The navigation guide effectively mapped out all business plan elements: financials, goals, milestones, and charts. The export and printing features were seamless. LivePlan is developing more tools for business owners to toggle between operational and financial forecasts. Highly recommend."

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Bell J

Shopper Approved Review

"I use LivePlan with all of my clients. Best software I own."

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Patrick S

Facebook Review

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