The business plan format is super useful, with helpful instructions. While kind of fun to use, I am wary of the AI aspect. It did help me fill out some of my sections in a professional sounding way,... See more
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LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence.
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LivePlan is a very intuitive system. Their AI made getting my thoughts together so easy. What would have taken me months, took me only 12-14 hours. I now have a cohesive business plan and I'm working on getting investors.

Reply from LivePlan
I love the platform; easy to use and understand. I am always in favour of all business having a plan, Liveplan is by far the best in the market.

Reply from LivePlan
Good service. Professional customer service. Nice people.

Reply from LivePlan
LivePlan is very very difficult to integrate with Shopify, so I wasn't able to use it. With that said, their customer service team is incredible.

Reply from LivePlan
Really helped me get my thoughts together and a place to organize everything. Also brought up points I had not thought about….

Reply from LivePlan
Full review is pending the feedback from the customer services department. But to date i have struggled to get a refund on my account, on day one of the trail period i requested this, then again after 40 odd days when i saw it as still active and i didnt have a refund, to which i was informed "ohh we asked you a follow up question which you didn't respond too". Which is downright annoying as i gave clear and concise reasons for my cancellation request on day one at time time of doing the cancellation request.
I do really have a problem with companies that say they have a money back guarantee but in reality dont, you request the cancellation during the trial period they they go, are you sure, what what it exactly, ok then well what about some extra support, maybe you could explain a little more.
Note to Liveplan a cancellation request is a cancellation request, a cancellation request is not only a cancellation request after you have asked and the person that has purchased has answered an indefinite amount of follow up questions, as you end up going round in a circle and the person may die of old age before their cancellation request is actioned.
Sort your customer service out! Your products ok ish, i said that, its just not what i expected and was a bit buggy. But your customer service and trying to kidnap customers into contracts is what is going to really hold your business back! try putting that in your business plans SWOT analysis external threats!!
Regards
Chris with account under cd_sout****@yahoo.co.uk that i emailed about earlier today.
I hope to get a response from you soon so that i can remove this review and start with a new one post my cancellation request being completed.
Kind Regards
Chris

Reply from LivePlan
The program is very intuitive to use but powerful. I like that everything is saved in the cloud. They also provide a great framework for developing the business plan.

Reply from LivePlan
If you want respect and integrity beyond selling you something, go somewhere else. I paid a lot of money for their business plan software. I wait a few years to use it, and well now they no longer support it. No support, no phone numbers, no activation, nothing. 100% loss. They won't even give me a deal on a replacement. Selfish 100%

Reply from LivePlan
Great app and great support. Solved the problem in under 10 seconds literally.

Reply from LivePlan
Live Plan team responded to my query promptly, with such unmatched service. I communicated with them via live chat and through their email address. In all instances they were always willing to answer and respond to all my questions. I highly recommend their services. In 2016 I used Live Plan to do an insurance agency business business plan. The business plan was accepted by the insurance company and they eventually gave me a contract to market their product offerings. That's why I am back again in 2024 to enjoy all features of Live Plan. I love the premium plan. It has all the features needed to create a good business plan. Gaborone, Botswana

Reply from LivePlan
I prepared the business plan using the examples and aids in each step. The financial statements were pretty easy and the built-in formula capabilities helped a lot. I just wrote down what we wanted to do, and then I explained why. LivePlan prompted me with each step - and I saved the executive summary for last.

Reply from LivePlan
A great way to build a professional business plan. Using the simple question and answer model along with the supporting material makes this a great tool.

Reply from LivePlan
Intuitive, user friendly and comprehensive. You only need to provide inputs and the software will translate it into graphs and important data points. Genius

Reply from LivePlan
We often use LivePlan with businesses that come to us for assistance preparing business plans and financial forecasts. LivePlan works great in these situations where the client does not have experience in such matters. The LivePlan software can walk them through the process without a lot of coaching from us.

Reply from LivePlan
I like the format as to the sequence of sections. I would like more leeway as to adding graphs/importing graphs created in other software. And the Chat GPT is far superior than the AI enhancement tool provided.

Reply from LivePlan
Overall, I think LivePlan is great! It's super easy to use and intuitive and makes creating a business plan so much easier for anyone from a beginner to a seasoned business person. I do use the Nonprofit template a lot in my work and my one piece of feedback would be to update the instructions in each section to better align with nonprofits. The instructions are worded for businesses which is a little confusing and not as helpful for nonprofits.

Reply from LivePlan
As a business advisor, I consistently recommend LivePlan to my clients for writing their business plans. Its user-friendly, tutorial guided, AI supported platform makes it easy to quickly create high quality professional business plans that are used by my clients to secure critical funding. Live Plan allows me to scale the services I provide and increases the ability of my clients to achieve their goals.

Reply from LivePlan
The LivePlan crew and platform is amazing! Support is responsive to any questions or concerns, and constantly looking for ways to improve and upgrade the platform. And, then providing training to ensure we know how to use it to it's fullest potential. Always staying one step ahead and innovative! Thank you for all you do to support the clients you serve!

Reply from LivePlan
The team at LivePlan are exceptional!!! They provide excellent customer service and seek feedback regularly to ensure the program meets its users' needs.

Reply from LivePlan
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