LivePlan

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A business plan your lender will take seriously

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About LivePlan

LivePlan is an AI-powered business planning platform that guides users through creating funder-ready business plans. It integrates AI writing tailored for business plans, market research from 50+ verified sources, automatic three-statement financial forecasting (income statement, cash flow, balance sheet), a funding readiness assessment (Plan Review), and an AI pitch deck builder. Trusted by over 1 million small business owners, LivePlan offers professional templates, step-by-step instructions, and integration with QuickBooks Online and Xero. Users can upload existing drafts from ChatGPT, Google Docs, or voice memos, and the platform organizes them into a cohesive plan. Pricing starts at $20 per month for the Standard plan.

Key Features

AI Writing built for business plans with funder-aware content

AI Market Research from 50+ verified sources including industry benchmarks

Automatic three-statement financial model (income statement, cash flow, balance sheet)

Plan Review: section-by-section funding readiness assessment with likely funder questions

AI Pitch Deck builder that pulls directly from plan content and financials

Idea Canvas for AI-powered idea validation with risk scores

550+ sample plans for various industries

One-Page Plan Builder for quick outlines

Milestone scheduling and growth planning tools

Performance dashboards with 20+ trend reports and real-time profit/cash forecasting

Pros & Cons

Pros

AI tailored specifically for business plans, not generic language models
Combines writing, research, financials, review, and pitch deck in one platform
Dynamic financial model where changes flow through all statements
Funding Readiness Assessment highlights gaps funders will flag
Professional templates designed for funding documents with custom branding
Trusted by over 1 million users with a 4.8/5 Google rating
35-day money-back guarantee reduces risk
Live onboarding session available for new users

Cons

Requires paid subscription starting at $20/month; no free tier beyond trial period
May be overkill for very simple or non-financed business plans
Some advanced features like Expert add-on cost extra ($30/month)

Best For

Writing a professional business plan for lenders or investorsConducting market research with verified industry dataCreating accurate financial forecasts without spreadsheetsAssessing funding readiness and identifying gaps before submissionBuilding an investor pitch deck from an existing business planValidating a new business idea with AI-driven analysisTracking actual business performance against forecasts with accounting integrations

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FAQ

What is LivePlan's AI Market Research feature?

It pulls market size, competitor, audience, and benchmark data from 50+ verified real-world sources, including bank-grade industry benchmarks, and flows directly into your plan's market analysis section.

How does Plan Review work?

Plan Review gives your plan a section-by-section funding readiness assessment, checking for inconsistencies between narrative and numbers, surfacing gaps a funder is likely to flag, and generating questions plus suggested answers.

What financial statements does LivePlan generate?

It builds a three-statement financial model: income statement, cash flow statement, and balance sheet, all linked with proper accounting logic.

Can I import content I've already written?

Yes, you can upload drafts from ChatGPT, Google Docs, voice memos, or other sources, and LivePlan organizes the content for you.

What integrations are supported?

LivePlan integrates with QuickBooks Online and Xero to pull accounting data automatically.

What is the pricing?

The Standard plan is $20 per month when paid monthly, with a 25% discount for annual billing. An Expert add-on is available for $30 per month.