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LivePlan Review 2025: Features, Pricing & More

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Author

Martin Lunendonk

Last Update

Jan 31, 2025

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LivePlan
4.5

0

LivePlan simplifies business planning with its comprehensive tools and user-friendly interface. While it excels in financial forecasting, customization options are limited, and there's no mobile app available.

  • Comprehensive business planning features.
  • User-friendly interface for beginners.
  • Strong financial forecasting tools.
  • Limited customization options.
  • No mobile app available.
Value to Price
Excellent4.5
Ease of Use
Excellent4.7
Functionality
Excellent4.6
Scalability
Excellent4.4
Integrations
Excellent4.3
Customer Support
Excellent4.5
Security
Excellent4.6

What is LivePlan?

LivePlan is a leading business planning software designed to help entrepreneurs and small businesses create detailed business plans. It offers robust financial forecasting tools and a user-friendly interface, making it easy to develop comprehensive plans. LivePlan addresses the challenge of creating accurate financial projections, providing users with the tools they need to succeed.

Pros and Cons of LivePlan

Comprehensive planning tools
  • LivePlan offers a wide range of planning tools that cater to various business needs, making it a versatile choice for entrepreneurs and small business owners.
User-friendly interface
  • The interface is intuitive and easy to navigate, even for those who are new to business planning software, ensuring a smooth user experience.
Robust financial forecasting
  • With strong financial forecasting capabilities, LivePlan helps users create accurate financial projections, which are crucial for business success.
Limited customization
  • While LivePlan offers many features, customization options are somewhat limited, which might not meet the needs of all users.
No mobile app
  • The absence of a mobile app can be inconvenient for users who prefer to manage their business plans on the go.

LivePlan Review: Is It Really That Good?

Value to Price
Excellent4.5
Ease of Use
Excellent4.7
Functionality
Excellent4.6
Scalability
Excellent4.4
Integrations
Excellent4.3
Customer Support
Excellent4.5
Security
Excellent4.6
Overall Rating
Excellent4.5

Value to Price

When I first explored LivePlan, I was impressed by the value it offers for its price. The comprehensive suite of tools, including financial forecasting and business plan templates, provides a solid foundation for any entrepreneur. Compared to other business planning software, LivePlan stands out with its affordability and robust features. You get a lot of bang for your buck, making it a wise investment for small businesses looking to grow.

Ease of Use

Navigating through LivePlan is a breeze, even for those who aren't tech-savvy. The interface is clean and intuitive, allowing you to focus on crafting your business plan without getting bogged down by complicated menus. I found the step-by-step guidance particularly helpful, ensuring that I didn't miss any crucial details. If you're new to business planning software, LivePlan's user-friendly design will make your experience enjoyable and stress-free.

Functionality

LivePlan's functionality is where it truly shines. The software offers a wide range of features, from financial forecasting to performance tracking, all designed to help you create a comprehensive business plan. I appreciated the ability to customize reports and projections, tailoring them to my specific needs. Whether you're a startup or an established business, LivePlan's functionality will support your planning efforts and help you achieve your goals.

Scalability

As your business grows, LivePlan grows with you. The software is designed to accommodate businesses of all sizes, offering scalable solutions that adapt to your changing needs. I found this particularly beneficial as my business expanded, allowing me to seamlessly update my plans and projections. If you're looking for a tool that can evolve with your business, LivePlan's scalability makes it an excellent choice.

Integrations

LivePlan integrates with several popular tools, enhancing its functionality and making it easier to manage your business. While the integration options are somewhat limited compared to other software, the available integrations are well-chosen and effective. I found the QuickBooks integration particularly useful, streamlining my financial management processes. If you're looking for a tool that works well with others, LivePlan's integrations will meet your needs.

Customer Support

LivePlan's customer support is reliable and responsive, providing assistance when you need it most. I had a few questions during my initial setup, and the support team was quick to respond with helpful solutions. Whether you prefer email or phone support, LivePlan offers multiple channels to ensure you get the help you need. If customer support is a priority for you, LivePlan won't disappoint.

Security

Security is a top priority for LivePlan, and it shows. The software employs robust security measures to protect your data, giving you peace of mind as you work on your business plan. I appreciated the attention to detail in their security protocols, ensuring that my sensitive information remained safe. If data security is a concern for you, LivePlan's commitment to protecting your information will put your mind at ease.

Key Features of LivePlan

Business Plan Templates
Excellent4.7
Collaboration Tools
Excellent4.5
Dashboard
Excellent4.6
Financial Forecasting
Excellent4.8
Goal Setting
Excellent4.4
Performance Tracking
Excellent4.5
Reporting
Excellent4.6
Scenario Planning
Excellent4.5
Step-by-Step Guidance
Excellent4.7
Visual Charts
Excellent4.6

Business Plan Templates

LivePlan offers a variety of templates that cater to different industries, making it easy to create a professional business plan. I found these templates incredibly helpful, providing a solid starting point for my plan. You can customize them to fit your specific needs, ensuring that your business plan is both comprehensive and tailored to your goals. If you're looking for a tool that simplifies the planning process, LivePlan's templates are a great asset.

Collaboration Tools

Collaboration is key in any business, and LivePlan's tools make it easy to work with your team. You can share your business plan with colleagues, allowing them to provide feedback and make edits. I appreciated the ability to collaborate in real-time, ensuring that everyone was on the same page. If teamwork is important to you, LivePlan's collaboration features will enhance your planning process.

Dashboard

The dashboard in LivePlan provides a clear overview of your business's performance, making it easy to track progress and identify areas for improvement. I found the visual representation of data particularly useful, allowing me to quickly assess my business's health. If you're looking for a tool that offers a comprehensive view of your business, LivePlan's dashboard will meet your needs.

Financial Forecasting

Financial forecasting is one of LivePlan's standout features, providing accurate projections that are crucial for business success. I was impressed by the level of detail in the forecasts, allowing me to make informed decisions about my business's future. If you're looking for a tool that excels in financial planning, LivePlan's forecasting capabilities are second to none.

Goal Setting

Setting and tracking goals is easy with LivePlan, helping you stay focused and motivated. I found the goal-setting feature particularly helpful, allowing me to break down my business objectives into manageable tasks. If you're looking for a tool that supports your goal-setting efforts, LivePlan's features will keep you on track.

Performance Tracking

LivePlan's performance tracking tools provide valuable insights into your business's progress, helping you identify strengths and weaknesses. I appreciated the ability to track key metrics, ensuring that I stayed on top of my business's performance. If you're looking for a tool that offers detailed performance tracking, LivePlan's features will meet your needs.

Reporting

Creating detailed reports is easy with LivePlan, providing valuable insights into your business's performance. I found the reporting feature particularly useful, allowing me to share important information with stakeholders. If you're looking for a tool that simplifies reporting, LivePlan's features will enhance your planning process.

Scenario Planning

Scenario planning is a valuable feature in LivePlan, allowing you to explore different business scenarios and their potential outcomes. I found this feature particularly helpful in preparing for various business challenges. If you're looking for a tool that supports strategic planning, LivePlan's scenario planning capabilities are a great asset.

Step-by-Step Guidance

LivePlan offers step-by-step guidance throughout the planning process, ensuring that you don't miss any crucial details. I appreciated the clear instructions and helpful tips, making the planning process smooth and stress-free. If you're new to business planning, LivePlan's guidance will provide the support you need.

Visual Charts

Visual charts in LivePlan provide a clear representation of your business's data, making it easy to understand and analyze. I found the charts particularly useful in presenting information to stakeholders, ensuring that everyone was on the same page. If you're looking for a tool that offers visual data representation, LivePlan's charts are a great feature.

LivePlan Pricing and Plans

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LivePlan Pricing Plans

Standard
For small businesses
Contact sales
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Standard includes:
  • Lender-ready statements to impress potential investors.
  • Full financial forecast to predict future business performance.
  • One-page pitch builder for quick business idea presentation.
  • Access to 550+ sample plans for guidance.
Premium
For growing businesses
Contact sales
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Includes Standard, plus:
  • Real-time profit and cash forecasting for better planning.
  • Industry research and benchmarks for over 1,000 industries.
  • Performance dashboards to track business progress.
  • Export to Excel for easy data manipulation.

Who Is LivePlan Best For?

LivePlan is ideal for entrepreneurs and small businesses looking to create detailed business plans with robust financial forecasting tools. Its user-friendly interface makes it accessible to beginners, while its comprehensive features support business growth.

  • Great for small to medium businesses

    LivePlan is designed to support small to medium businesses in creating comprehensive business plans. Its user-friendly interface and robust features make it an excellent choice for businesses looking to grow and succeed.

  • Ideal for growing companies

    As your business expands, LivePlan grows with you. Its scalable solutions and comprehensive features make it an excellent fit for companies that need a tool that can adapt to their changing needs.

  • Perfect for budget-conscious teams

    LivePlan offers a cost-effective solution for teams looking to create detailed business plans without breaking the bank. Its affordable pricing and comprehensive features make it a great choice for budget-conscious teams.

Frequently Asked Questions

Which is Better: LivePlan or Its Competitors?

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Author

Martin Lunendonk

Martin Lunendonk is a senior tech writer specializing in website builders, web hosting, and ecommerce platforms. With a background in finance, accounting, and philosophy, he has founded multiple tech startups and worked in medium to large tech companies and investment banking, bringing deep expertise and reliable insights to his software reviews.