LivePlan

LivePlan

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LivePlan is AI-assisted business plan software that guides founders from idea to bank-ready plan with financial forecasts and pitch decks.

Overview

LivePlan has helped over a million entrepreneurs build business plans, and its AI features now draft plan text, suggest sections and check your plan against strong examples. The platform walks users through a step-by-step plan format (including the lean one-page plan), then layers in financial forecasting: drag-and-drop spreadsheets, automatic charts, and scenario planning to test pricing or cost changes. Built-in pitch deck templates sync with the plan’s numbers, and lender-ready formatting satisfies SBA and bank expectations. Performance dashboards compare actuals to forecast once the business is running.

Founders typically draft the narrative sections with AI suggestions, then build financials by adjusting assumptions — pricing, customer counts, hiring — and watching projections update instantly. Scenario testing answers investor questions on the spot: what if growth halves, what if costs rise 20%? The pitch deck syncs with plan numbers so figures never drift between documents, and once operating, the performance dashboard compares actuals against the forecast to keep plans honest.

Key Features

  • Step-by-step guided plan builder with AI drafting and suggestions
  • Automatic financial forecasting with visual charts and scenarios
  • One-page lean plan format for fast validation
  • Pitch deck templates synchronized with plan financials
  • Bank and investor-ready formatting and export options
  • Performance dashboards comparing actuals against forecast
  • Scenario testing on pricing, growth and cost assumptions
  • Performance dashboards comparing actuals to forecasts

Pricing

LivePlan offers a free trial, then subscriptions billed monthly or annually (typically around $15–30/month depending on plan and billing cycle), with all core planning features included in paid tiers.

Who Is It For

It is built for small-business founders, consultants and aspiring entrepreneurs who need credible plans for funding, loans or internal strategy without hiring an MBA.

A bakery owner drafts a plan using guided sections, builds financial projections from simple assumptions, and tests scenarios for ingredient cost spikes before meeting lenders. The pitch deck pulls numbers directly from the plan, so documents never disagree, and once trading, monthly actuals compare against forecast to keep the business honest.

FAQ

Is LivePlan free to use?

A free trial is available; ongoing access requires a paid subscription.

Does LivePlan offer an API?

LivePlan is a self-serve planning product and does not offer a public API.

How does LivePlan compare to alternatives?

Compared with Upmetrics or Bizplan, LivePlan is often praised for financial forecasting depth and lender-friendly output; AI idea generators like Vizologi focus more on strategy ideation than numbers.

Can I export my plan to Word or PDF?

Yes — LivePlan exports polished plans to Word and PDF in lender- and investor-ready formatting, and pitch decks export to presentation formats.

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