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One of our happy customers summed our offering up right: “LivePlan is like hiring an expert consultant combined with a professional designer coupled with a financial wizard.” Here’s the guarantee: your plan’s financial tables and charts will be error-free and your final plan will look polished, customized to your needs, and ready to impress investors, business partners, banks and SBA-lenders.
We’ve learned a few things over our 15-year history designing the #1-selling, business-planning software for small businesses. With LivePlan, we’ve taken all of the friction out of the equation allowing you to move seamlessly and intuitively from section to section, allowing your ideas to come to the forefront. Plus, there are helpful videos and examples every step of the way.
LivePlan’s Scoreboard feature is a visually-and-information rich business dashboard that keeps your finger on the pulse of the health of your business, highlighting the most crucial information you need to track in your business. It syncs in real-time with QuickBooks Online and Xero accounting software, making Excel and cumbersome reports a thing of the past. Know exactly how your business is doing and create impressive progress reports in minutes when you use LivePlan.
Get inspired and keep writer’s block at bay with our included gallery of over 500 example business plans spanning all major industries. With LivePlan, you can save hundreds of hours using our sample plans as a starting point for your own plan, customizing for your business as you go.
With LivePlan, you can compare your plan (and your actual performance) to real businesses just like yours. This ensures that you have an accurate and realistic plan when you are building your budgets, and helps you stay on track once you are up and running.
No hassling with formulas. Financial tables, charts, and reports automatically calculated
Fill-in-the-blank simplicity walks you through entire process beginning to end
500+ sample business plans covering all industries to defeat writer’s block
Expert video tutorials and definition of key terms from renowned business plan expert
Produces lender-approved, professional, visually impressive documents
Build an infographic executive summary for quick pitching
Visual dashboards for real-time tracking against budgets and sales goals
Real-time syncing with your accounting software for at-a-glance reports
Update your plan and track your business health from anywhere with internet
Choose from 10 different eye-catching, professional themes when you print your plan or download to PDF
Export your business plan at anytime to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentation
Collaborate easily across your team. Share plans securely with partners and investors
Create as many business plans as you need (one plan active at a time or upgrade to add more active plans)
Find out how your company is doing compared to others in like industry, size, or locale
Create milestones for the key events in your plan and start tracking your progress
We’re cloud-based so PCs, Macs, and tablets are all welcome
Phone, email, and chat support
Your business data is complete locked down and safe. Guaranteed
Writing a business plan can be an overwhelming task, especially when it comes to formatting and layout. LivePlan has made it easy to focus on putting your business ideas and goals on paper instead of fussing with all the other pesky stuff.
Founder of LuckyDog Day & Night Care and the Downtown Hound
LivePlan has reinvented business planning. It's the only tool that helps entrepreneurs track their progress with a unique dashboard specifically designed for small business.
Author, speaker, marketing consultant
I really liked how LivePlan forced me to think through key parts of my business, like my competition, market research, and calculating my margins. We’ve only been in business for 6 months, and we’ve already exceeded our sales projections by about 100%.
Dr. Robert Keefer
CEO and founder of Now Hear This
LivePlan outpaces every other service in this category.
Top Ten Reviews Gold Award
The User Favorite Awards are the most coveted of accounting technology accolades as they are unbiased and decided by the users themselves
Accountex User Favorite Award for Business Intelligence
LivePlan has taken a step by step approach to make the process of creating financial records and projections as simplistic as possible.
LivePlan helps entrepreneurs and small businesses organize relevant strategy and projection information more concisely.
LivePlan delivers what it promises, which is an expert walk-through to help you create and keep to a business plan of which you can be proud.
LivePlan is laser-focused on helping you start and manage a business plan as your business grows. An essential tool for launching a start-up.
Call 1-888-498-6136 or start a live chat.
Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.
Our expert Customer Advocacy team is standing by.
We ask our customers to rate their experience after every interaction with our Advocacy team and we’re constantly striving to raise this number higher.
Thank you to Teri Epperly, our former Director of Training and Customer Experience, for 20 years of exceptional service.
You get a roadmap for business success. Using LivePlan for a full year allows you to track your progress and see how your business is actually performing against your goals. This makes it easier to identify ways to earn more money, cut down on costs, and grow your business. Plus, the Annual Package saves you almost 40% compared to paying month-to-month.
If you find LivePlan doesn’t work for you for whatever reason, just contact us via email, phone or even within the app within the first 60 days and we'll gladly refund your money.
LivePlan offers a 60-Day Money-Back Guarantee (yes, we do require a credit card to get started). Run LivePlan through its paces for up to 60 days and, if you’re not satisfied, simply contact us for a 100% refund. No questions asked.
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.
Yes, LivePlan has no long-term contracts of any kind. You can also change from a monthly to an annual plan at anytime -- without any penalty.
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.
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.
We accept Visa, MasterCard, American Express, and Discover credit cards as well as PayPal. You're protected with our 60-Day Money-Back Guarantee regardless of payment choice.
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.