Create a plan, gain insights, & make better decisions.
What's your main goal?
Create a Strategy
Test & Organize Ideas
Build & Present Financials
- Step-By-Step Instructions
- Automatic Financial Statements
- Full Financial Forecast
- One-Page Pitch Builder
- 500+ Sample Plans
All subscriptions come with a 35-day money-back guarantee.
Business Plan Review
Get feedback on your plan from a professional business plan writer.Find out more
Business Plan Writing
Boost your chances of raising capital by hiring a LivePlan business plan writer.Find out more
Financial Forecast Advisory
Strategize monthly with a LivePlan advisor to create a living financial forecast, stay focused on your goals, and make confident business decisions.Find out more
Not ready for additional support?Find more details about these services within LivePlan after you've signed up.
Not ready for an advisor?Find more details about this service within LivePlan after you've signed up.
All of our packages give you:
LivePlan asks you questions, you fill in the answers. It's really that simple.
No hassling with formulas. Financial tables, charts, and reports are automatically created.
500+ Sample Plans
Scan a sample business plan for your exact industry to beat writer's block.
One-page Pitch Builder
Build an infographic executive summary for quick pitching.
Easy Plan Export
Export your business plan at any time to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentations.
Full Financial Forecasting
Build complete financial forecasts and budgets by following detailed instructions.
With a Premium package you also get:
Compare your key metrics (like net profit margin and revenue per employee) to businesses that are similar to yours.
Financial Forecast Scenarios
Run up to 10 full forecasts to understand your best-case and worst-case scenarios.
Key Performance Indicators
Track your business's most important financial metrics against your plan to reach your goals faster.
Syncs with Xero & QuickBooks
LivePlan instantly pulls accounting data from Xero or QuickBooks into your dashboard, so you don't have to enter your data manually (although you can if you want it).
Turn your accounting data into charts and graphs that help you spot growth opportunities.
Create milestones that represent the key steps for implementing your business strategy. Then get email reminders when they are due.
Frequently Asked Questions
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.
Is there a free trial?
LivePlan offers a 35-Day Money-Back Guarantee which acts the same way as a free trial (yes, we do require a credit card to get started). Run LivePlan through its paces for up to 35 days and, if you're not satisfied, simply contact us for a 100% refund.
Will my data be safe and private?
Will LivePlan work for my industry?
LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 500 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 upgrade to a Premium package later?
Yes, you can upgrade from a Standard LivePlan package to a Premium package at any time.
Can I change or cancel my plan after signing up?
Yes, LivePlan has no long-term contracts of any kind. You can change from a monthly to an annual plan or downgrade from a Premium to a Standard package at any time - without a penalty.
What happens to my plan if I cancel my account?
Your plan is 100% yours at any time. You can take your plan with you when you go. If you decide to end your LivePlan subscription, just export your plan to Word or PDF before you sign out for the last time. You can also put your account on hold for a low monthly fee and we will keep all your data safe and secure for when you are ready to resume business.
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.
What payment methods do you accept?
We accept Visa, MasterCard, American Express, and Discover credit cards as well as PayPal. You're protected with our 35-Day Money-Back Guarantee regardless of payment choice.
What if I have more questions?
Please see our full frequently asked questions page or contact us and we'd be happy to help you personally. Also, we offer a robust customer help center for all questions about using LivePlan, which we update constantly.