# LivePlan Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about LivePlan Software - reviews, pricing plans, popular comparisons to other Business Plan products and more. Source: https://www.capterra.com/p/142049/LivePlan --- # LivePlan Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 31, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) LivePlan ## What is LivePlan? The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Just starting your business? Easily create a polished, professional business plan in a format lenders and investors expect to see. LivePlan's expert guidance, 500+ example plans, and support make writing your business plan easy. Looking to grow your business? Forecast and run multiple scenarios in LivePlan using your real accounting data to make confident decisions. ## What is LivePlan used for? [Business Plan](https://www.capterra.com/business-plan-software/)[Sales Forecasting](https://www.capterra.com/sales-forecasting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Overall rating Based on 199 user reviews Reviews sentiment Positive 92% Neutral 3% Negative 6% Starting price $20 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## LivePlan alternatives [4.3 (630)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.9 (115)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [3.9 (422)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 72% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/142049/LivePlan/alternatives/) ## Who uses LivePlan? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Budgeting/Forecasting 4.4 (58) 75.86% of 58 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Strategic Planning 4.5 (51) 70.59% of 51 reviewers that rated this feature as important or highly important At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Income & Balance Sheet 4.2 (46) 76.09% of 46 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Customizable Reports 4.3 (41) 60.98% of 41 reviewers that rated this feature as important or highly important Alter the layout and content of reports Performance Metrics 4.4 (41) 70.73% of 41 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Data Import/Export 4.1 (35) 37.14% of 35 reviewers that rated this feature as important or highly important Import and export data to and from software applications LivePlan 51 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Sample files or documents that could be customized as needed or used as is Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Import and export data to and from software applications Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Plan, pay and track business related expenses. Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Decision-making process using businesses past, present and forecasted future operations. Generate reports to assess the financial performance of an organization Designed for small businesses Form predictions based on past and present data/trends Establish measurable goals and objectives and track their progress over a specific period of time Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Automated payments and reporting for investors Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sample presentation files or decks that could be customized as needed or used as is Predict future data based on historical data sets A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Receive data and information in real time Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Develop potential scenarios to identify risks and opportunities Organized process that walks users through each step of building a business plan At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Manage, record and track all business exchanges in form of money and its related interactions in the system Interact with data visualization elements, such as charts and graphs, to drill down into data Get Advice We can help you find the software with the features you need. Features 4.4 (189) 4.4 Based on 189 reviews ## Pricing Value for money 4.3 (179) [View pricing plan details](https://www.capterra.com/p/142049/LivePlan/pricing/) Standard $20.00 Flat Rate,Per Month It includes: - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - Step-By-Step Instructions - 550+ Sample Plans - LivePlan Assistant \[AI-Powered\] - Lender Ready Financial Statements Premium $40.00 Flat Rate,Per Month It includes: - Full Financial Forecast - Industry Benchmark Data - Step-By-Step Instructions - One-Page Pitch Builder - Performance Dashboards - "What-if" Forecast Scenarios - Syncs With Xero & Quickbooks - 550+ Sample Plans - Lender Ready Financial Statements Value for money 4.3 (179) 4.3 Based on 179 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (157) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (157) 4.4 Based on 157 reviews ## User reviews Overall rating 4.5 Based on 199 reviews Filter by rating 5(142) 4(41) 3(5) 2(3) 1(8) Mentioned topic Sorted by most recent OR Orlando R. President Accounting ### "Excellent business planning software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 12, 2026 Pros Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly. Cons You should have rate for CPAs that generate five or less Financial Projections or business plan per year. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 19, 2026 Thank you for your feedback Orlando! We appreciate you being a loyal LivePlan customer and will pass along your feedback to our team! EJ Eduardo J. Strategy Advisor Financial Services ### "The best business plan software available" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 9, 2026 My overall experience with LivePlan has been very positive across security value for money customer support financial planning and user interface. The platform feels reliable and secure while offering strong value through structured planning and forecasting. Financial planning supports clear decision making and customer support is helpful when needed. The user interface is intuitive and makes ongoing business management efficient. Pros LivePlan delivers strong value across security value for money customer support financial planning and user interface. The platform feels reliable and secure which is essential when working with sensitive business and financial data. From a value perspective it offers far more than basic planning tools by combining strategy forecasting and performance tracking in one place. Customer support is responsive and helpful especially when guidance is needed during setup or deeper use. Financial planning is one of its strongest areas allowing clear projections realistic scenarios and informed decision making. The user interface is clean intuitive and well structured making complex planning accessible and efficient. Cons Some advanced features require a short learning period at the beginning. This is due to the depth of the platform rather than difficulty and it becomes intuitive very quickly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 9, 2026 Eduardo, thank you for taking the time to leave us such a detailed, thoughtful review. We are overjoyed to hear you're enjoying LivePlan and all of its available features - including our incredible support team! We wish you continued success in your business journey and appreciate you being a customer! AU Anonymous User General Partner Retail ### "Smarter Planning with AI-Powered Insights" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 17, 2025 LivePlan didn’t just organize my ideas; it transformed them into strategy with its automation and AI-assisted insights. The forecasts and industry comparisons helped me spot things I would have missed, and the way updates ripple through the plan automatically saved me weeks of manual work. It felt less like a template and more like having an advisor at my side. For the price, it’s remarkable value—approachable, secure, and genuinely useful for making smarter decisions. Pros \- Automation that connects the dots across your plan. - AI-assisted benchmarks to give context and confidence. - Easy updates: change one number and the whole plan syncs. - Clean, approachable interface. - Secure data handling. - Helpful, responsive customer support. Cons The first setup took some patience, but once my numbers were in, the automation made updates effortless. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 25, 2025 Wow, "it transformed \[my ideas\] into strategy" - THIS is what we aim for. We're beyond happy to hear you gleaned so much value from our insights (and saved time). We wish you continued success in your business journey and thank you for taking the time to leave us such a kind review! AU Anonymous User Director Packaging and Containers ### "Great experience!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 29, 2025 It was a great experience. Writing business plans and doing the projected financial analysis for us made the challenge much easier. Would highly recommend LivePlan. Pros The fact that it was easy to use and every feature worked to my benefit. Using the AI features helped take us a long way. Cons Nothing, the experience with the app was easy, convenient and worked well with the needs of our business plan. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 1, 2025 Thank you so much for taking the time to leave us a review! We're so happy to hear about your experience using LivePlan and we wish you the best in your business adventure. Retro C. Creator Entertainment ### "Live Plan Taught me new skills on how to build a successful business plan" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 29, 2025 Overall, my experience with LivePlan was positive. The platform is user-friendly, well-organized, and helped me create a professional business plan with confidence. I especially appreciated the guided steps and built-in financial tools, which made the process much easier. However, I would have liked the option to import data directly from spreadsheets to streamline financial inputs. Despite that, LivePlan gave me a solid foundation to communicate my business vision and goals clearly. Pros I liked how LivePlan made business planning easy with guided steps, clean templates, and clear tools Cons What I liked least was not being able to easily import financial data directly from spreadsheets, which made inputting numbers more time-consuming than necessary. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 25, 2025 Retro, Thank you so much for taking the time to provide us this great feedback, we've passed these details along to our product team and we appreciate you being a LivePlan customer. Best of luck to you in your business adventure! Orlando G. Executive Director Management Consulting ### "20+ Usando LivePlan, no falla." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 20, 2025 Llevo más de 20 años usando LivePlan para elaborar varios planes de negocios. Nunca he estado decepcionado sino lo contrario. Pros Muy fácil de usar e intuitivo. Te va guiando paso por paso aunque no tengas experiencia en la creación de planes de negocio. Te da muchos consejos de como estructurar el plan así como todos los documentos que se necesitan para lograr un resultado completo. Cons No encuentro nada que me no me guste. Si acaso y esto depende del usuario puede llegar a ser costoso si uno se toma meses desarrollando el plan. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 21, 2025 Orlando, Thank you so much for taking the time to leave us a review. We so appreciate you being a loyal LivePlan customer and are delighted to hear about your experience. KM Kgopisho M. Technical Director Renewables & Environment ### "Practical development of a business plan" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 July 13, 2025 Overall i am happy with liveplan with the current improvements. With my suggestions as above, that will improve liveplan even more Pros Liveplan is practical. It gives real life practical implementation of a business plan. It is easy to understand and makes writing business plans a joy to do. Cons I would prefer liveplan to have prototype examples of different industry business plans, build in to the development area of the app. It will make it even more quicker and worthwhile to develop a business plan. I would also recommend that a template of a project pitch be made available Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 16, 2025 Thanks so much for taking the time to leave us a review Kgopisho. This is wonderful feedback and we'll pass it along to our development team. We appreciate you being a LivePlan customer and are happy to hear you've had a great experience! AS Annette S. CEO Environmental Services ### "Proud customer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 4, 2025 It taught me everything I needed to know about my business I learned how to set up my website and my payroll Pros I'm very happy with LivePlan. It's easy and simple to navigate I was able to put my business together with live plan help Cons nothing I love it I have nothing bad to say about LivePlan I think everyone should try it and experience the joy Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 7, 2025 Annette, thank you so much for taking the time to leave us a review. We're so glad to hear you enjoyed LivePlan and we hope you continue to enjoy our software. Wishing you the best in your business journey. CH Carlos H. President and CEO Child Day Care Services ### "My Dream: Preparing Children to be Champions!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 26, 2025 Overall, my experience with LivePlan has been very enjoyable. I put in a lot of time, effort and research to write my business plan, and once I finished entering my data, I was very pleased with the outcome. I found the whole experience to be very rewarding! My dream of opening an early learning center will become a reality because of the great help that I got from LivePlan! Pros I like how Live Plan walked me step by step through the business planning process! It helped me take my dream of opening an early childhood educational center and write the plans out to make it happen. LivePlan helped me develop my pitch and gave me confidence to present my vision to potential funders and business partners. LivePlan is a software program that is very user friendly. It helped me to take something that is very complex and made it very simple. I have a finished product that I am very proud of! Thank you LivePlan! Cons I had some challenges with entering my budget numbers properly so that I could generate accurate financial projections, but after calling customer support, I was able to resolve that issue. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 29, 2025 Thank you so much for taking the time to leave us a review Carlos and we are beyond excited to hear about your journey to opening an early childhood education center. What awesome work you are doing. We're cheering for you and wishing you success as you continue on this entrepreneurial journey! IM Idan M. CEO Financial Services ### "User-Friendly Business Planning with Great Features" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 23, 2025 Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming. Pros I liked how user-friendly it was and how it guides you step-by-step in creating a professional business plan. The templates and financial forecasting tools saved a lot of time. Cons here is still no convenient way to import actual data automatically from Excel or Google Sheets (there is CSV which under beta phase) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 24, 2025 Ida, thank you so much for your feedback - we're happy to hear about your experience with LivePlan and we've passed your feedback onto our product team as we're always looking for ways in which we can improve. Best of luck to you on your continued business journey! [View all Reviews](https://www.capterra.com/p/142049/LivePlan/reviews/) Popular comparisons [Upmetrics vs LivePlan](https://www.capterra.com/compare/142049-171456/LivePlan-vs-Business-Plan-Software)[Xero vs LivePlan](https://www.capterra.com/compare/120109-142049/Xero-vs-LivePlan) [NetSuite vs LivePlan](https://www.capterra.com/compare/135757-142049/NetSuite-vs-LivePlan)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)