Business plans

LivePlan ✓

Accelerate business growth with smart planning and tracking.

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Verdict

A quick read before you dig into the full page.

Best if
Accelerate business growth with smart planning and tracking
Skip if
Limited advisory services
Pick this when
Business planning tool

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Overview

LivePlan is a business plan software tool designed for small businesses. It assists companies with business planning, forecasting and financial management, aiming to facilitate faster growth.

The tool offers numerous features including a Business Plan Creator and the AI-Powered LivePlan Assistant. The Business Plan Creator simplifies the process of producing a business plan, while the AI-Powered LivePlan Assistant uses artificial intelligence to guide the planning process, helping to overcome potential hurdles such as writer's block.

Additional features include Financial Forecasts & Scenarios and a Performance Dashboard, which provide insights into a company's financial forecasts, scenarios, and current performance.

LivePlan integrates with financial software such as QuickBooks and Xero, allowing for convenient data sharing and analysis. It also offers solutions tailored to business specific stages, including for startups and established businesses.

Additional resources available include sample business plans and a one-page pitch to easily communicate their business opportunity to potential investors.

Furthermore, LivePlay also offers services for advisors, mentors and consultants, catering to a range of small business support needs.

LivePlan website

Access & connections

Where you can use LivePlan.

Platforms

Web

Capabilities

What this tool accepts, produces, and is strongest at.

Input

  • Tabular
  • Text

Output

  • Tabular
  • Text

Pros & cons

Pros

  • Business planning tool
  • Facilitates faster growth
  • Business Plan Creator feature
  • Forecasting and financial management
  • Overcomes writer's block hurdles
  • Financial Forecasts & Scenarios feature
  • Performance Dashboard for insights
  • Integration with QuickBooks
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  • Integration with Xero
  • Data sharing and analysis
  • Solutions for different business stages
  • Startups and established businesses support
  • Advisory, mentorship, consulting services
  • Sample business plan resources
  • One-page pitch for investors
  • Features aimed at different audiences
  • Assistance to overcome potential hurdles
  • Makes business planning easier
  • Facilitates financial tracking
  • Offers Live Support
  • Services for Educators and Lenders
  • Services for Incubators & Accelerators
  • Test for Business Idea viability
  • Offers solutions for Advisors and Mentors
  • Easy presentation of financials
  • Helps forecast business cash flow
  • Build a business budget feature
  • Helps secure funding
  • Solution for Public Accountants
  • Learn through LivePlan Blog
  • Hire a Professional service
  • Easier creation of Financial Forecasts
  • Inspiration from 550+ sample plans
  • Easy explanation of business opportunity
  • Assistance for clunky spreadsheets
  • Planning and growth tracking
  • Help for new business setup
  • Easy access to credit
  • Automation for work convenience
  • Help Center and Live Webinars
  • Money-back guarantee
  • Security assurance
  • Affiliates Program
  • Culture and How We're Different insights
  • LivePlan Newsletter subscription

Cons

  • Limited financial software integration
  • No customization options
  • Lacks advanced forecasting tools
  • No multi-language support
  • Relies on templates
  • Cannot share plans internally
  • Limited advisory services
  • No free version
Show 2 more
  • No offline availability
  • No project management features

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Releases 1

Initial release July 14, 2024 Current
Initial release of LivePlan.

FAQ 12

What is LivePlan?
LivePlan is a business plan software tool designed specifically to assist small businesses. It aids companies in business planning, forecasting, and financial management, with the goal of enabling accelerated growth. LivePlan offers a multitude of features including a Business Plan Creator, an AI-Powered LivePlan Assistant, Financial Forecasts & Scenarios, and a Performance Dashboard, among others.
How does the AI-Powered LivePlan Assistant work?
The AI-Powered LivePlan Assistant works by utilizing artificial intelligence to guide the business planning process. Its purpose is to help users navigate potential obstacles such as writer's block, providing a smoother and more efficient journey to the creation of a comprehensive business plan.
What does the Business Plan Creator feature do?
The Business Plan Creator feature simplifies the process of creating a business plan. It provides a structured approach for small businesses to strategize and present their vision, objectives, and methods in a professional and effective manner.
Can LivePlan integrate with financial software like QuickBooks or Xero?
Yes, LivePlan has the capability to integrate with financial software such as QuickBooks and Xero. This integration supports convenient data sharing and analysis, facilitating optimised financial management for small businesses.
How does LivePlan help with financial forecasting?
Through its Financial Forecasts & Scenarios feature, LivePlan assists businesses in visualizing their financial future. This tool guides the user through the construction of comprehensive financial forecasts and allows the exploring of different financial scenarios, paving the way for informed business decisions and planning.
What insights does the Performance Dashboard offer?
The Performance Dashboard in LivePlan offers valuable insights into a company's financial forecasts, scenarios, and current performance. This comprehensive overview allows businesses to track and analyze their progress, supporting optimal decision-making and planning for growth.
How is LivePlan useful for startups?
LivePlan offers numerous solutions for startups. These include a Business Plan Creator to help create effective business strategies, Financial Forecasts & Scenarios to aid financial planning, and numerous resources like sample business plans and a one-page pitch to succinctly present business opportunities to potential investors.
Does LivePlan provide services for established businesses?
Yes, LivePlan caters to the needs of established businesses by providing tools like the AI-Powered LivePlan Assistant for smoother planning processes, as well as features like Financial Forecasts & Scenarios and the Performance Dashboard for in-depth financial analyzing and tracking.
What type of advisory services does LivePlan offer?
LivePlan extends its services to advisors, mentors, and consultants. It offers resources and tools that cater to the unique needs of these professionals, instrumental in providing effective support to small businesses.
How does LivePlan help in overcoming writer's block when planning?
LivePlan has integrated an AI-Powered Assistant which is specifically designed to overcome challenges like writer's block in the planning process. This tool uses artificial intelligence to guide the user throughout the planning process, making the creation of a business plan more efficient and less stressful.
Does LivePlan provide sample business plans?
Yes, LivePlan does provide sample business plans. These pre-made templates cater to a broad range of industries, serving as a valuable resource for businesses in the initial stages of creating their own individualized business plan.
How can I present my business ideas to potential investors using LivePlan?
LivePlan offers a one-page pitch feature that allows businesses to succinctly communicate their business opportunities to potential investors. This brief yet comprehensive overview encapsulates the core of the business idea, making it an effective tool for engaging potential backers.
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