A business plan your lender will take seriously

ChatGPT is a general-purpose AI — it helps you write, but it doesn't know your specific business, it can't build a real financial model, and it resets every time you start a new conversation. LivePlan's AI is purpose-built for business planning: every feature is designed for a specific part of the process — writing, research, financials, funding readiness review, and pitch presentation — and all of it runs from the same understanding of your actual business. Upload your existing documents and ChatGPT exports, and LivePlan puts that context to work in every AI feature you use.

Most business plan tools add a basic AI chatbot that works alongside your document. LivePlan's AI is integrated directly into the plan itself — purpose-built for writing, market research, financial forecasting, and funding readiness review, not added on as a side panel. That means every AI output is specific to your business, every section stays consistent with the others, and you never have to copy-paste between an AI tool and your document. LivePlan also connects the plan to financial forecasting, market research, and plan review in a single platform — so your narrative numbers and your financial model actually match.

Help Me Write generates content for any section of your business plan using what LivePlan knows about your business — your uploaded documents, your notes, and the plan sections you've already worked on. It produces a specific starting point grounded in your actual details, not a generic template. You can then edit, refine, or use Rewrite to polish the tone and clarity of any section.

Yes. You can upload documents, research exports, pitch deck notes, or paste in ChatGPT conversations directly. LivePlan organizes the information and uses it throughout your plan — so your AI writing help, market research, and financial forecasts are all grounded in what you've already built, not invented from scratch.

LivePlan business plans are in the format preferred by SBA-backed lenders. The plan designs are impressive and follow the standards expected by lenders and investors. Colors, fonts, and design are fully customizable. See a sample LivePlan business plan.

LivePlan produces a full three-statement financial model: income statement (P&L), cash flow statement, and balance sheet — all interconnected with proper accounting logic. Change a revenue assumption and it flows automatically through your cash flow and balance sheet. That's the difference between numbers that look right and numbers that hold up when a lender starts asking questions.

Plan Review gives your plan a section-by-section funding readiness assessment before you submit. It checks for inconsistencies between your written narrative and your financial projections, surfaces gaps a lender is likely to flag, and generates the specific funder questions your plan is most likely to face — so you can address them before you're in the room.

Once your plan is complete, LivePlan's AI-powered pitch deck builder creates a polished investor or lender presentation pulled directly from your plan content and financials. Your slides stay consistent with your plan because they're built from it. Templates are based on proven presentation structures that get funded.

No. LivePlan walks you through every section of the plan with guidance on what to include and why it matters to a lender. The financial forecasting tool builds your three-statement model from plain-language inputs — you describe how you plan to make money, and LivePlan builds the forecast. And 550+ sample plans across industries show you what a funded plan in your category actually looks like.

Yes. Once your business is running, connect your QuickBooks or Xero account and compare your real financial performance against your plan every month. Plan vs. Actual analysis shows you what's on track, what's drifting, and when to adjust.

Yes. LivePlan has a no-questions-asked 35-day money-back guarantee. If you don't like it, we'll give you your money back.