LivePlan review: Business plan, forecast and pitch deck software with AI for small businesses
Business plan, forecast and pitch deck software with AI for small businesses
Starts at $20/mo, free plan: no, prices checked on October 20, 2026.
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What LivePlan does
LivePlan is a business planning application from Palo Alto Software. It walks you through building a business plan with step-by-step guidance, AI-assisted writing and a library of 550+ sample plans. Alongside the written plan you get projected profit and loss, balance sheet and cash flow forecasts, plus what-if scenarios, with a cap of 10 full scenarios.
Other tools cover AI idea validation, market research on risks, trends and benchmarks, a funder readiness review, and pitch presentations you can export to PDF or PowerPoint. Once your accounting data from QuickBooks Online or Xero is connected, budget-versus-actual dashboards compare real results with the plan. Forecasts can be exported as a CSV file for Excel or Google Sheets.
Pricing has two plans. Standard costs $20 per month billed monthly, or $15 per month billed yearly. Premium costs $40 per month billed monthly, or $30 per month billed yearly, and adds deeper research, scenarios and financial analysis. Every plan carries a 35-day money-back guarantee. The pages show no free plan or free trial. A LivePlan Expert add-on, priced at $30 per month paid monthly, provides one-on-one video support of up to 4 calls a month, each lasting 30 minutes. Chat and email support are included with the plans.
- Step-by-step business plan builder
- Projected profit and loss, balance sheet and cash flow forecasts
- AI idea validation
- Market research reports
- Pitch presentations exported to PDF or PowerPoint
- Funder readiness review
- QuickBooks Online and Xero connection
- 550+ sample plans
Pros and cons
Pros
- Combines plan writing, forecasts, idea validation, market research and pitch presentations in one product
- Connects to QuickBooks Online and Xero for budget-versus-actual comparisons
- Funder readiness review checks whether a plan is ready for a lender or investor
- 35-day money-back guarantee on all plans
- Human chat and email support, plus a live onboarding session, are included
Cons
- No free plan or free trial is shown on the pricing page
- Premium costs $40 per month billed monthly, double the $20 Standard price
- One-on-one expert video sessions are a separate $30 per month add-on
- Live chat runs only Monday to Friday, 8 a.m. to 4 p.m. PST
- Supported platforms and API access are not stated on the official pages
Our take
LivePlan suits small business owners and startup founders who need a written plan, financial forecasts and a pitch deck for a lender or investor, and who want planning and tracking in one tool. It also fits people who want to compare actual accounting results with their forecast. It is less suited to anyone wanting a free tier, since the pages show no free plan or trial, only a money-back guarantee. The pages also give no platform or API details, so check those before committing.
Comparisons and lists with LivePlan
Coming soon
Coming soon — we are writing comparisons that include LivePlan.
LivePlan pricing
| Plan | Monthly billing | Annual billing (per month) | Limits / what’s included |
|---|---|---|---|
| Standard per month | $20 | $15 | Includes a 35-day money-back guarantee; LivePlan Expert add-on is $30 /mo paid monthly (extra, not part of the plan price). |
| Premium per month | $40 | $30 | Everything in Standard plus deeper research, scenarios, and financial analysis; includes a 35-day money-back guarantee. |
Free trial: none listed. Free plan: no.
Prices checked on on the official LivePlan pricing page. “—” = not published.
All LivePlan plans, limits and annual prices →
Frequently asked questions
How much does LivePlan cost?
Standard is $20 per month billed monthly or $15 per month billed yearly. Premium is $40 per month billed monthly or $30 per month billed yearly.
Is there a free plan or free trial?
The official pages show neither. They do state a 35-day money-back guarantee on all plans.
Does LivePlan connect to accounting software?
Yes. It can pull data from QuickBooks Online or Xero into your account.
What does the LivePlan Expert add-on include?
It costs $30 per month paid monthly and provides one-on-one video support, with up to 4 calls per month of 30 minutes each.
Can I export my forecast?
Yes. You can export it as a CSV file and import it into Excel or Google Sheets. Pitch presentations can be exported to PDF or PowerPoint.
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