LivePlan

Simple Planning. Smarter Decisions.

Paid

Description

LivePlan provides a streamlined approach for businesses at any stage, from validating a new idea to scaling an established company. It guides users through a step-by-step process to build comprehensive business plans, incorporating features like lender-ready financial statements and access to over 550 sample plans for inspiration across various industries. The platform simplifies financial forecasting by eliminating the need for complex spreadsheets, enabling users to easily create projections, budgets, and reports.

Leveraging AI, the LivePlan Assistant helps overcome writer's block and refine plan content. Beyond planning, the tool offers performance dashboards that integrate with accounting software like QuickBooks and Xero, providing real-time insights into financial health through profit and cash flow forecasting. This allows businesses to track progress against goals, compare performance against industry benchmarks, and make informed, data-driven decisions for growth.

Key Features

AI-Powered LivePlan Assistant: Offers features like 'Help Me Write', 'Rewrite', 'Forecast Suggestions', and 'Financial Analysis' to enhance plan quality.
Business Plan Creator: Step-by-step guidance for creating professional business plans.
Financial Forecasts & Scenarios: Build financial projections, reports, and test 'what-if' scenarios without complex formulas.
Financial Dashboard: Track key performance indicators and visualize financial data.
550+ Sample Business Plans: Browse industry-specific examples for guidance.
One-Page Pitch Builder: Create concise pitches to present business opportunities.
QuickBooks & Xero Integration: Connect accounting data for real-time forecasting and performance tracking.
Industry Research & Benchmarks: Compare financial forecasts against industry standards.

Use Cases

Developing a business plan for funding applications.
Validating and testing new business ideas.
Guiding the launch phase of a startup.
Forecasting cash flow and managing budgets.
Creating financial presentations for investors or stakeholders.
Tracking business performance against goals.
Advising clients on business strategy and financials (for consultants/advisors).

Frequently Asked Questions

What are the benefits of the Premium package?

It gives you a system of advanced business planning and financial tools that helps your business thrive. Sleep easier knowing how much cash flow you'll have next week and next month, create milestones to execute your business strategy, and uncover powerful insights buried in your accounting data. Whether you're starting a new business or growing your existing one, LivePlan Premium helps you make the best possible business decisions.

Will LivePlan work for my industry?

LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 550 sample plans you can use as a guide while writing your own plan. Plus, LivePlan has industry benchmarks for over 1,000 industries included. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.

Can I have someone professionally review my plan?

Yes, we provide professional business plan reviews for an additional fee that includes — an introductory meeting, a full review of your plan within LivePlan, and a follow-up call covering notes on each section. You can learn more about the plan review process and schedule an introductory call with an expert advisor here.

Can I work on more than one business plan?

Yes, you can create an unlimited number of business plans on one account. However, only one plan can be open and edited at a time. If you need to edit multiple plans simultaneously, you can upgrade your account.