You've got this. Start your plan by picking a package.
Standard
For anyone who needs a professional business plan.
per month paid monthly
- Step-by-step instructions
- Lender-ready statements
- Full financial forecast
- NewIdea Canvas
- NewPitch Presentation
- NewPlan review
- 550+ sample plans
- Live onboarding session
- Human chat & email support
- Writing assistance
- NewMarket research
- Financial analysis
- "What if" scenarios
- Performance dashboards
- Real-time profit & cash forecasting
- Export to Excel
- Connect to QuickBooks Online & Xero
Add-ons
LivePlan Coach
- One-on-one video sessions
- Expert guidance on your plan
- Ongoing support through every stage of growth
- Step-by-step instructions
- Lender-ready statements
- Full financial forecast
- NewIdea Canvas
- NewPitch Presentation
- NewPlan review
- 550+ sample plans
- Live onboarding session
- Human chat & email support
- Writing assistance
- NewMarket research
- Financial analysis
- "What if" scenarios
- Performance dashboards
- Real-time profit & cash forecasting
- Export to Excel
- Connect to QuickBooks Online & Xero
LivePlan Coach
- One-on-one video sessions
- Expert guidance on your plan
- Ongoing support through every stage of growth
Premium
For businesses that need financial tools to help them operate & grow.
per month paid monthly
- Step-by-step instructions
- Lender-ready statements
- Full financial forecast
- NewIdea Canvas
- NewPitch Presentation
- NewPlan review
- 550+ sample plans
- Live onboarding session
- Human chat & email support
- Writing assistance
- NewMarket research
- Financial analysis
- "What if" scenarios
- Performance dashboards
- Real-time profit & cash forecasting
- Export to Excel
- Connect to QuickBooks Online & Xero
Add-ons
LivePlan Coach
- One-on-one video sessions
- Expert guidance on your plan
- Ongoing support through every stage of growth
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 | 1 | 1 |
Contributors | 5 | 5 |
Guests | Unlimited | Unlimited |
LivePlan AssistantAI Powered | ||
Writing assistance | ||
Rewrite | ||
Forecast suggestions | ||
Idea Canvas | New | New |
Pitch Presentation | New | New |
Plan review | New | New |
Market research | New | |
Financial analysis | ||
| Features | ||
Step-by-step instructions | ||
Lender-ready statements | ||
Full financial forecast | ||
Easy pitch/plan export | ||
Sample plans | ||
Milestone planner | ||
Industry research | ||
What-if scenarios | ||
Performance dashboards | ||
Real-time profit & cash forecasting | ||
Automatic forecast builder | ||
Export to Excel | ||
Trend spotting | ||
| Integrations | ||
Connect to QuickBooks Online | ||
Connect to Xero | ||
| Support | ||
Email | ||
Chat | ||
Money-back guarantee | ||
Educational webinars | ||
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 MoreFrequently asked questions
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.
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.
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.
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.
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.


