✨ NEW FEATURE:

MARKET RESEARCH IS HERE ✨

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.

Start My Plan
preview of LivePlans business planning guide showing opportunity section with plan in progress
image showing LivePlans drag and drop forecast builder with unit sales showing on a graph
LivePlan's industry data feature showing industry outlook and annual growth by year
Image highlighting LivePlans monthly review feature analyzing coffee shop forecast vs actuals and showing exceeding revenue expectations
Image showing LivePlan integrating with QuickBooks Online and creating a forecast using QuickBooks data

Create your plan

Trusted by 1 million+ entrepreneurs

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5 star rating
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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 if 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.

Explore Idea Canvas
Split image: idea validation canvas on left and a person watering plants in a greenhouse on right.

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.

Explore Market Research
Split image: Market research report and restaurant cooks

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.

Explore Plan Builder
Man smiling with a clipboard in a gym, with sidebar showing categories: Opportunity, Execution, Company, Financial Plan, and performance metrics.

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.

Explore Financial Forecasting
Person in orange shirt presenting financial data with a cash flow chart and indicators for revenue, costs, personnel, expenses, and assets.

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.

Explore Pitch Deck Creator
Swimming coach with tablet instructs group in pool; includes color palettes, swimmer underwater, and "Pools & Laps" logo.

Plan vs. Actuals

Know you’re on track every month.

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 Actual
Teacher and child with globe, graph showing net profit of $128k, QuickBooks and Xero logos at bottom.

LivePlan has helped over 1 million business owners build better businesses

It's proven, companies that plan and track against their plan grow 30% faster than those that don't. No matter your industry, location, or size — LivePlan helps you get your business off the ground and grow

Read Customer Stories
Tailored Coffee Logo

Trying to open a new business is very time-consuming, and since I was running another business while I was trying to set up Tailored, I didn't have a lot of time.

Brian Sung

Owner & Founder, Tailored Coffee

Tailored Coffee Owner & Founder, Brian Sung

Entrepreneurs & business owners love LivePlan

“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.”

Capterra Review

Matthew H

Capterra 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.”

G2 Review

Shawnnell B

G2 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.”

Shopper Approved Review

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...”

Xero App Store Review

Rob Mackley

Xero App Store Review

“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.”

Capterra Review

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.”

Shopper Approved Review

Bashir T

Shopper Approved Review

“All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.”

Trust Radius Review

Maggie L

Trust Radius Review

“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.”

G2 Review

Gabriella B

G2 Review

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

Capterra Review

Angela A

Capterra Review

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

Shopper Approved Review

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.”

Capterra Review

Matthew H

Capterra 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.”

G2 Review

Shawnnell B

G2 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.”

Shopper Approved Review

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...”

Xero App Store Review

Rob Mackley

Xero App Store Review

“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.”

Capterra Review

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.”

Shopper Approved Review

Bashir T

Shopper Approved Review

“All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.”

Trust Radius Review

Maggie L

Trust Radius Review

“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.”

G2 Review

Gabriella B

G2 Review

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

Capterra Review

Angela A

Capterra Review

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

Shopper Approved Review

Mike R

Shopper Approved Review

Build the plan that investors and lenders will trust.

Totally risk free. 35-day money-back guarantee.