✨ NEW FEATURE:

MARKET RESEARCH IS HERE ✨

AI-Powered LivePlan Assistant

Smarter business planning, powered by purpose-built AI

Unlike generic AI, LivePlan Assistant is built for business planning. Instantly generate written content, build forecasts with AI-powered suggestions, and get thorough market research customized to your business - all within a proven planning framework.

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Why your business needs more than generic AI:

  • Generic AI can't build accurate, lender-ready, three-statement financial models
  • Generic AI hallucinates on market research & financials
  • Generic AI cannot assemble the words, numbers, and charts of your plan into a single beautiful document

Plan smarter, not harder - with AI-powered business planning

Import reference files

Start with what you already have, not from scratch

Import your scattered notes, spreadsheets, research, or early drafts into LivePlan.

As you create each section of your plan, LivePlan learns as you go and references your files to provide relevant suggestions and data, helping you turn your existing work into a complete, professional plan.

Start My Plan
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Help Me Write

Get the right words for every plan section

Stop wasting time staring at a blank page or finessing a prompt with AI that doesn't understand business planning.

LivePlan Assistant generates content for each section of your business plan, understanding how your market analysis should connect to your marketing strategy, and how your financial assumptions should align with the rest of your plan.

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“I'm BLOWN AWAY by the AI "LivePlan Assistant". It has learned my business in lightning speed and is taking a ton off my plate! [...] WOW!”

Katie D.

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Suggested Forecast Categories

Forecast faster than ever

LivePlan Assistant suggests specific revenue streams and expense categories specific to your industry, then helps you build connected forecasts where changes in one area automatically flow through your entire financial model—something impossible with ChatGPT alone.

Learn More About Suggested Forecast Categories
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Market Research

Know your market. Skip the overwhelm.

Stop spending days on browser tabs or thousands on consultants.

LivePlan generates comprehensive market research specific to your business: market size and opportunity, competitive landscape, customer profiles, and industry benchmarks. Validate your idea and market, impress investors, and plan with confidence.

Learn More About Market Research

“LivePlan helped me create a detailed and well structured business plan which I can use as a pitch to investors. I particularly love the market research function, it was very helpful.”

Ade & Grace

LivePlans report for industry data and market research

Monthly Review

Unlock powerful financial insights with one click

LivePlan’s Monthly Review feature turns hours of financial analysis into instant, actionable insights. Make faster, more confident business decisions, powered by AI.

Learn About The Monthly Review Feature
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Rewrite

Instantly improve your writing

You want to feel confident that your plan is the best it can be — especially if you're sharing it with lenders or investors. Automatically improve your writing, adjusting for voice, tone, spelling and grammar for your business plan with the LivePlan AI-powered Assistant's Rewrite feature.

Learn More About Rewrite

“This thing is AMAZING! The [AI] Auto-Rewrite is the best thing ever. I'm an accountant and work with numbers. I've never been great at writing! I love LivePlan! Super simple.”

Lisa C.

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How We're Different

More than just AI business plan software

LivePlan isn't just a business plan AI tool to easily create a business pitch, plan, and financials — it's a comprehensive business planning system and AI-powered assistant to help you plan, fund, and grow.

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Plenty of support to help you succeed

Inspiration powered by AI

Instantly generate ideas at each step of your plan. You can also access 550+ sample plans to find one that matches your industry.

Guidance from business experts

Stay on track with video walk-throughs, webinars, and more from business planning experts.

If you ever get stuck, our team will help

If you ever have a question, you can instantly chat with a LivePlan expert.

Join over 1 million entrepreneurs who found success with LivePlan

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Frequently asked questions

How is LivePlan Assistant different from using ChatGPT?

Generic AI gives you a plan-shaped document — but you can't tell if the numbers add up or if the "facts" are real. LivePlan Assistant is built specifically for business planning: it grounds every suggestion in your actual business and a proven planning framework, so you end up with a plan you can defend, not just one that looks finished.

Will the AI make up my numbers and market data?

No. LivePlan Assistant builds on the reference files and details you provide, and its market research pulls from real, citable sources specific to your industry and location. Your forecast is a working three-statement financial model with real accounting logic — change one assumption and it flows through your entire forecast, the way a lender expects.

What can LivePlan Assistant help me do?

It works across your whole plan: generate first-draft content for any section with Help Me Write, suggest revenue streams and expense categories for your industry, produce market research customized to your business, polish your writing with Rewrite, and turn your monthly numbers into plain-language insights with Monthly Review. It can also help you build a professional pitch deck with the LivePlan Pitch Deck Creator.

Does it write my entire business plan for me?

LivePlan Assistant gives you a strong starting point — ideas, structure, and drafts — but you stay in the driver's seat. Reviewing and refining the plan yourself is what makes it genuinely yours, and it's what lets you confidently answer questions from a lender or investor.

How current and reliable is the market research?

Market research draws from dozens of real data sources and professional industry benchmarks, customized to your market and geography — not figures pulled from a single web search. You can review the sources behind the research as you build your plan.

Which LivePlan plans include the Assistant?

LivePlan Assistant is included with both the Standard and Premium plans, at no extra cost. Some AI features are reserved for specific tiers — for example, Market Research and Monthly Review are available only on the Premium plan.

Where can I find LivePlan Assistant in the app?

You'll find it throughout LivePlan: "Help Me Write" and "Rewrite" appear in both the Plan and the Pitch, and "Suggested Forecast Categories" appears in the Forecast. If you don't see it, make sure AI features are turned on in your "Manage Account" settings.

Can I turn the AI features off?

Yes. AI features are on by default, but they're entirely optional — you can opt in or out anytime under "Manage Account" in your account settings. You're always free to build your plan from scratch.