# LivePlan Pricing 2026 | Capterra

> Learn more about LivePlan pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/142049/LivePlan/pricing

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# Pricing for LivePlan

[4.5 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/)

Write a Review!

## [LivePlan](https://www.capterra.com/p/142049/LivePlan/) has **2** pricing plans

-   No free trial
-   No free version

**Credit Card Required:** No

**Discount:** By Plan Frequency

### Standard

$20

**Pricing Model:** Flat Rate

**Payment Frequency:** Per Month

Standard plan includes:

-   Automatic Financial Statements
-   Full Financial Forecast
-   One-Page Pitch Builder
-   Step-By-Step Instructions
-   550+ Sample Plans

### Premium

$40

**Pricing Model:** Flat Rate

**Payment Frequency:** Per Month

Premium plan includes:

-   Full Financial Forecast
-   Industry Benchmark Data
-   Step-By-Step Instructions
-   One-Page Pitch Builder
-   Performance Dashboards

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[View all alternatives](https://www.capterra.com/p/142049/LivePlan/alternatives/)

## What do others say about [LivePlan](https://www.capterra.com/p/142049/LivePlan/) pricing?

Pricing RatingN/A

Value For Money[4.3(200)](https://www.capterra.com/p/142049/LivePlan/reviews/)

Pros

Cons

[Read All 200 Reviews](https://www.capterra.com/p/142049/LivePlan/reviews/)

Read Full Reviews Below

Tabitha E.

Owner-Founder

Financial Services, Self-employed

Used the software for: I used a free trial

**

Overall Rating

5.0

**

Ease of Use

5.0

Customer Service

5.0

Features

5.0

Value for Money

3.0

Likelihood to Recommend

60%

6/10

Reviewer Source

Source: Capterra

May 1, 2026

"Small Business Owner's real prespective"

**Overall:** My overall experience with LivePlan has been positive. I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place. As a bookkeeper and founder of B & D Bookkeeping LLC, budgeting is part of the support I provide to clients who need help understanding their numbers and making better financial decisions. I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand. LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers. It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence. The main drawback I see is the pricing per entity. As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package. Overall, I think LivePlan is a valuable tool for business planning and budgeting. I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners

**Pros:** I really like this feature because part of my business focuses on helping clients create and understand budgets. Many small business owners and individuals need assistance seeing where their money is going, planning ahead, and making better financial decisions. As the founder of B & D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence. Tools like LivePlan can help entrepreneurs organize their numbers, think through their goals, and build a clearer plan for the future. This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community.

**Cons:** Cons would be the price for each entity. I have clients that could use this. However, as a bookkeeper it can be costly to add all my clients. I think this is something that as an accountant, annalist or bookkeeper should have one package subscription to include with the bookkeeping needs of all of our clients instead of the firm paying or passing on to the clients. The way it is now I can only pass this through to my clients that are larger in size. It is not feasible for the small service, trade, or small business owner just starting out.

**Alternatives Considered:** [Syft Analytics](https://www.capterra.com/p/161231/Syft-Analytics/)

**Reasons for Choosing LivePlan:** It is actually coming down to cost and functionality.

Tabitha E.

Owner-Founder

Financial Services, Self-employed

Used the software for: I used a free trial

**

Overall Rating

5.0

**

Ease of Use

5.0

Customer Service

5.0

Features

5.0

Value for Money

3.0

Likelihood to Recommend

60%

6/10

Reviewer Source

Source: Capterra

May 1, 2026

"Small Business Owner's real prespective"

**Overall:** My overall experience with LivePlan has been positive. I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place. As a bookkeeper and founder of B & D Bookkeeping LLC, budgeting is part of the support I provide to clients who need help understanding their numbers and making better financial decisions. I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand. LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers. It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence. The main drawback I see is the pricing per entity. As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package. Overall, I think LivePlan is a valuable tool for business planning and budgeting. I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners

**Pros:** I really like this feature because part of my business focuses on helping clients create and understand budgets. Many small business owners and individuals need assistance seeing where their money is going, planning ahead, and making better financial decisions. As the founder of B & D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence. Tools like LivePlan can help entrepreneurs organize their numbers, think through their goals, and build a clearer plan for the future. This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community.

**Cons:** Cons would be the price for each entity. I have clients that could use this. However, as a bookkeeper it can be costly to add all my clients. I think this is something that as an accountant, annalist or bookkeeper should have one package subscription to include with the bookkeeping needs of all of our clients instead of the firm paying or passing on to the clients. The way it is now I can only pass this through to my clients that are larger in size. It is not feasible for the small service, trade, or small business owner just starting out.

**Alternatives Considered:** [Syft Analytics](https://www.capterra.com/p/161231/Syft-Analytics/)

**Reasons for Choosing LivePlan:** It is actually coming down to cost and functionality.

[Read All 200 Reviews](https://www.capterra.com/p/142049/LivePlan/reviews/)

## How should I be thinking about software pricing?

[

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It's not just you-budgeting for business software is complicated. We're here to break it down.

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