Know your plan is right.
Real research, solid financials, and the right AI tools—all in one place, so you can build and present with confidence.
From first idea to fully funded — and beyond.
Business planning AI to test your idea, research your market, forecast your numbers, and review your plan before anyone else does.
Idea Canvas
Know your idea is worth pursuing.
Start with an AI-guided system that pressure-tests your idea with real research and honest risk assessments. Before you spend a dollar, know what’s working and what needs rethinking.
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Market Research
Know your market.
Every insight in LivePlan’s market research comes with a named source you can cite pulled from 50+ verified sources and specific to your geography. Bank-grade industry benchmarks are sourced from a professional research firm. The moment a lender asks “where did you get this?” — you have an answer.
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Plan Builder & Plan Review
Know your plan is ready.
Write a professional plan with AI grounded in your actual business, not generic filler. Then Plan Review reads it the way a lender would, catching where your narrative says one thing and your financials say another, before anyone else does.
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Financial Forecasting
Know your numbers add up.
If a lender asks what happens to your cash when revenue comes in 20% below plan, LivePlan can answer that. Your income statement, cash flow, and balance sheet are all connected. Change one assumption and it flows through everything. That’s what a working financial model does and ChatGPT can’t do.
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Pitch Deck Creator
Know you’re ready to present.
LivePlan turns your plan into a polished pitch presentation built on investor-tested templates. All your data and financials automatically stay in sync and Plan Review surfaces the specific questions your plan is likely to face from funders — so nothing catches you off guard.
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Plan vs. Actual
Know you’re on track.
Connect your accounting software and compare real numbers against your plan every month. Know whether revenue is tracking, expenses are drifting, and whether you can actually afford to hire that next person. Real data. Clear answers. Smarter decisions.
Explore Plan vs. ActualBusiness owners love LivePlan.
“Thank you for this software!”
Matthew, Capterra“Visibility like never before”
Rob, Xero App Store“Transformed our planning experience”
Ugo, G2“I love the platform”
Shaumit, Shopper Approved“No expertise needed”
Meridith, Capterra“Like a coach guiding you through the process”
Alvaro, Shopper Approved“So much value, so much assistance!”
Shawnnell, G2“The platform is a game changer”
Noel, Shopper Approved“The integration with QB is flawless...”
Mike, Trust Radius