Build the plan. Know it's right. From your first idea to your first expansion, know your business is on the right track at every stage.

Monthly

Annual Save 25%

Standard

Build a funder-ready plan grounded in facts, not guesses.

$20

Save 25%

Get Standard35-Day Money-Back Guarantee

Step-by-step instructions
Examples and detailed guidance show you how to build every section of your plan and financial forecast.
Lender-ready statements
Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets.
Full financial forecast
Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets.
Idea Canvas
AI-powered idea validation helps you figure out if your idea is worth pursuing and makes suggestions to help you build a profitable business.
New
Pitch Presentation
Automatically generate impressive presentations right from your plan. Edit in LivePlan and export to PDF or PowerPoint.
New
Plan review
See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence.
New
550+ sample plans
Beat writer's block by scanning a sample business plan for your exact industry.
Live onboarding session
New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session.
Human chat & email support
Connect with a real human for troubleshooting assistance.
Writing assistance
Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan.
Market research
Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more.
New
Financial analysis
Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance.
"What if" scenarios
Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?"
Performance dashboards
Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions.
Real-time profit & cash forecasting
Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions.
Export to Excel
Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility.
Connect to QuickBooks Online & Xero
Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually.

Add-ons

LivePlan Expert

$30/mo

One-on-one video support
Get dedicated time with a LivePlan Expert in 30 minute video meetings.
Priority assistance
Connect with a LivePlan Expert for immediate help - no queues, no waiting.
Dedicated guidance on features, formatting & best practices
Work with a LivePlan Expert who understands your unique business and needs.

Included Features

Step-by-step instructions
Examples and detailed guidance show you how to build every section of your plan and financial forecast.
Lender-ready statements
Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets.
Full financial forecast
Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets.
Idea Canvas
AI-powered idea validation helps you figure out if your idea is worth pursuing and makes suggestions to help you build a profitable business.
New
Pitch Presentation
Automatically generate impressive presentations right from your plan. Edit in LivePlan and export to PDF or PowerPoint.
New
Plan review
See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence.
New
550+ sample plans
Beat writer's block by scanning a sample business plan for your exact industry.
Live onboarding session
New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session.
Human chat & email support
Connect with a real human for troubleshooting assistance.
Writing assistance
Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan.
Market research
Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more.
New
Financial analysis
Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance.
"What if" scenarios
Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?"
Performance dashboards
Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions.
Real-time profit & cash forecasting
Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions.
Export to Excel
Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility.
Connect to QuickBooks Online & Xero
Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually.

Optional Add-Ons

LivePlan Expert

$30/mo

One-on-one video support
Get dedicated time with a LivePlan Expert in 30 minute video meetings.
Priority assistance
Connect with a LivePlan Expert for immediate help - no queues, no waiting.
Dedicated guidance on features, formatting & best practices
Work with a LivePlan Expert who understands your unique business and needs.

Premium

Everything in Standard, PLUS deeper research, scenarios, and financial analysis.

$40

Save 25%

Get Premium35-Day Money-Back Guarantee

Step-by-step instructions
Examples and detailed guidance show you how to build every section of your plan and financial forecast.
Lender-ready statements
Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets.
Full financial forecast
Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets.
Idea Canvas
AI-powered idea validation helps you figure out if your idea is worth pursuing and makes suggestions to help you build a profitable business.
New
Pitch Presentation
Automatically generate impressive presentations right from your plan. Edit in LivePlan and export to PDF or PowerPoint.
New
Plan review
See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence.
New
550+ sample plans
Beat writer's block by scanning a sample business plan for your exact industry.
Live onboarding session
New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session.
Human chat & email support
Connect with a real human for troubleshooting assistance.
Writing assistance
Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan.
Market research
Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more.
New
Financial analysis
Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance.
"What if" scenarios
Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?"
Performance dashboards
Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions.
Real-time profit & cash forecasting
Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions.
Export to Excel
Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility.
Connect to QuickBooks Online & Xero
Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually.

Add-ons

LivePlan Expert

$30/mo

One-on-one video support
Get dedicated time with a LivePlan Expert in 30 minute video meetings.
Priority assistance
Connect with a LivePlan Expert for immediate help - no queues, no waiting.
Dedicated guidance on features, formatting & best practices
Work with a LivePlan Expert who understands your unique business and needs.

Included Features

Step-by-step instructions
Examples and detailed guidance show you how to build every section of your plan and financial forecast.
Lender-ready statements
Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets.
Full financial forecast
Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets.
Idea Canvas
AI-powered idea validation helps you figure out if your idea is worth pursuing and makes suggestions to help you build a profitable business.
New
Pitch Presentation
Automatically generate impressive presentations right from your plan. Edit in LivePlan and export to PDF or PowerPoint.
New
Plan review
See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence.
New
550+ sample plans
Beat writer's block by scanning a sample business plan for your exact industry.
Live onboarding session
New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session.
Human chat & email support
Connect with a real human for troubleshooting assistance.
Writing assistance
Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan.
Market research
Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more.
New
Financial analysis
Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance.
"What if" scenarios
Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?"
Performance dashboards
Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions.
Real-time profit & cash forecasting
Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions.
Export to Excel
Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility.
Connect to QuickBooks Online & Xero
Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually.

Optional Add-Ons

LivePlan Expert

$30/mo

One-on-one video support
Get dedicated time with a LivePlan Expert in 30 minute video meetings.
Priority assistance
Connect with a LivePlan Expert for immediate help - no queues, no waiting.
Dedicated guidance on features, formatting & best practices
Work with a LivePlan Expert who understands your unique business and needs.

All subscriptions come with a 35-day money-back guarantee.

LivePlan Premium

Become a more strategic business owner

Watch this 2-minute video to see how LivePlan Premium helps you figure out the best way to launch and grow your business.

Compare Features	Standard	Premium
Team
Active companies Create as many companies as you like in LivePlan. However, only one company can be active at a time. Add more active companies to your at any time.	1	1
Contributors Control who can collaborate with you in LivePlan and what data they are able to access and/or edit. Add more contributors to your account at any time.	5	5
Guests Gather feedback on your business plan and financials by sharing it with guests. They can view and comment on your plan, but can't make any changes.	Unlimited	Unlimited
Validate your idea
Idea Canvas AI-powered idea validation helps you figure out if your idea is worth pursuing and makes suggestions to help you build a profitable business.	New	New
Market research Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more.		New
Industry benchmarks Deepen your understanding of your industry with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more.
Write your business plan
Import plans and notes Started a plan somewhere else? Have research and notes? Import anything you have into LivePlan and it will organize it for you and make it part of your complete plan.
AI writing assistance Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan.
Rewrite & refine Improve your business plan with one-click and adjust your writing for tone, detail, grammar and spelling errors.
Step-by-step custom instructions Examples and detailed guidance that's customized for your unique business show you how to build every section of your plan and financial forecast.
550+ Sample business plans Beat writer's block by scanning a sample business plan for your exact industry.
Build your financial forecast
Complete financial forecast Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets or AI errors.
AI forecast suggestions Start your first forecast, or identify new forecast opportunities - fast. Get automatic suggestions for revenue streams, direct costs, personnel, & expenses specific to your business.
Lender-ready statements Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets.
What-if scenarios Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, 'When can I hire more staff?'
Automatic forecast builder Easily create a starting forecast from your accounting data. No manual data entry required.
Export to Excel Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility.
Get funded
Pitch presentation creator Automatically generate impressive presentations right from your plan. Edit in LivePlan and export to PDF or PowerPoint.	New	New
Investor readiness review See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence.	New	New
Easy pitch/plan export Export your plan to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentations.
Track performance & grow
Milestone planner Set milestones for each of your business goals and get reminders when they are due. This helps you stay focused on your goals and motivated.
Automated monthly financial analysis Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance.
Performance dashboards Automatically compare your accounting data to your forecast and get 20+ easy-to-read charts, graphs and trend metrics to keep your business on track.
Automated board reports Automatically generate monthly/annual financial reports for your board or stakeholders with AI-driven financial insights.
Real-time profit & cash forecasting Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions.
Trend spotting Turn your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions.
Integrations
Connect to QuickBooks Online LivePlan instantly pulls accounting data from QuickBooks Online into your dashboard, so you don't have to enter your data manually.
Connect to Xero LivePlan instantly pulls accounting data from Xero into your dashboard, so you don't have to enter your data manually.
Support
Email Customer support is open Monday through Friday from 8 am to 4 pm (PST)
Chat Get quick responses to your questions using live chat on our website or within your LivePlan account.
Money-back guarantee All subscriptions come with a 35-day money-back guarantee. Simple pricing. No contracts. No hidden fees.
Educational webinars Reach your goals faster with regular live webinars about budgeting, business management and more. Ideal for startups and established companies.

All the features you need to:

Impress lenders and investors

Create a completely custom business plan that includes all the details and financial information that lenders expect to see.

Organize & test ideas

Keep all your business ideas organized in one spot. Build financial forecasts to see if they are profitable.

Learn business basics

Follow a step-by-step planning process that also helps you understand everything you need to know about starting and running a company.

Stay focused on your goals

Set growth targets and track your progress to hold yourself accountable. This makes you twice as likely to achieve your goals.

Make data-driven decisions

Spot trends in your financial dashboard that help you figure out ways to boost profits or reduce costs.

Present with confidence

LivePlan makes sure your plan is right. It checks everything before you present so you can be confident in your presentation.

Working with clients, students, or business centers?

LivePlan for advisors

Provide more value to your clients with business planning tools that fit seamlessly into your advising process.

Learn More

LivePlan for educators

Help your students develop a deeper understanding of their future businesses. LivePlan integrates with any teaching style.

Learn More

LivePlan for SBA Partners

SBDCs, WBCs, VBOCs, funding partners and other SBA-backed organizations use our suite of tools to strengthen client engagement, secure funding and improve business performance.

Learn More

Frequently asked questions

Why can't I just use ChatGPT for my business plan?

While tools like ChatGPT and Claude are excellent for general writing, they can't handle the complex requirements of business planning. They can't create interconnected financial forecasts, they don't understand how business assumptions should translate into reliable financial models, and they can't guide you through the proven methodology that investors and lenders expect. Additionally, much of the research provided from GPT contains hallucinations and inaccuracies. LivePlan's AI is specifically trained for business planning, so it understands how to transform your ideas into comprehensive, professional plans with reliable financials and research that all work together.

What are the benefits of the Premium package?

It gives you a system of advanced business planning and financial tools that helps your business thrive. Sleep easier knowing how much cash flow you'll have next week and next month, create milestones to execute your business strategy, and uncover powerful insights buried in your accounting data. Whether you're starting a new business or growing your existing one, LivePlan Premium helps you make the best possible business decisions.

Will LivePlan work for my industry?

LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 550 sample plans you can use as a guide while writing your own plan. Plus, LivePlan has industry benchmarks for over 1,000 industries included. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.

Can I have someone professionally review my plan?

Yes, we provide professional business plan reviews for an additional fee that includes — an introductory meeting, a full review of your plan within LivePlan, and a follow-up call covering notes on each section. You can learn more about the plan review process and schedule an introductory call with an expert advisor here.

Can I work on more than one business plan?

Yes, you can create an unlimited number of business plans on one account. However, only one plan can be open and edited at a time. If you need to edit multiple plans simultaneously, you can upgrade your account.