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LivePlan

Business planning and forecasting software with guided steps and an AI assistant.

About LivePlan

LivePlan guides you step by step through building a business plan and a financial forecast. Examples and prompts show what to write, and the forecast updates as you change assumptions. Once your business is running, you can connect accounting software and compare actual results to your plan. An AI assistant helps draft sections and improve the writing. LivePlan is subscription based with a trial. It is a long-time favorite among small business owners and advisors.

Standout features

  • Guided plan builder
  • Financial forecasting
  • AI writing help
  • Performance tracking
  • Accounting integration
  • Investor-ready reports

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