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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Easy to follow and get started. Very intuitive, and the AI assistant is great for writing.

Reply from LivePlan
Overall the product is amazing. Helps to structure business plan and perform generation of the document in convenient way. Already using it for my next project.
My template was available to me after being away from the platform for several years. The relevance of the format is key! The quality of the product is reasonable.
Using LivePlan is easy to navigate, which will make your experience amazing and memorable.

Reply from LivePlan
I updated my plan a few months ago. The Ai feature made it very easy.

Reply from LivePlan
Live plan helped me create a detailed and well structured business plan which I can use as a pitch to investors. I particularly love the market research function, it was very helpful.

Reply from LivePlan
Best and number 1 seamless business plan application on the market to date.

Reply from LivePlan
I’ve ultimately decided to move away from the product because of a significant values and culture mismatch with the company behind it, Palo Alto Software.
Over time, I’ve found that the company’s messaging—particularly in customer communications and public leadership commentary—places a strong emphasis on contemporary social and political activism. This includes repeated focus on identity language, pronouns, and ideological themes that feel unrelated to the core purpose of business-planning software.
As a Christian business owner, I prefer tools that remain neutral, professional, and focused on helping customers build sustainable businesses, without embedding social or political agendas into support interactions or brand identity. That neutrality is something I increasingly did not experience here.
Leadership perspectives also matter to me when choosing long-term partners, and the public positions expressed by company leadership—including Sabrina Parsons and Tim Berry—do not align with my worldview or business philosophy.
This doesn’t mean LivePlan won’t work well for others. If you value progressive social messaging as part of a company’s culture, you may feel right at home. For those seeking a more values-neutral, mission-focused business tool, it may not be the best fit.
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, but it also added some questionable numbers and mentioned sources that I couldn’t find anywhere on the internet. Like mysterious unnamed “neighborhood surveys” indicating broad support for very niche ideas, and mentioning foot traffic studies that don’t seem to actually exist. I would definitely recommend Liveplan, but I think the AI feature needs some work, and should include sources for its assertions.

Reply from LivePlan
I had a very poor experience with LivePlan—both the product and the billing/support process.
First, I was charged $40 on January 23, 2026 for a subscription I did not have active. I had previously canceled my only subscription months earlier and was not using the service. When I contacted support, they confirmed that my older account had not been active or charged since August 2025, and that another account “has never incurred charges and is cancelled.”
Despite that, support then pointed to a different email and claimed an account existed because “someone submitted the sign-up form with your email and payment method information,” stating it was created July 22, 2025. That explanation is not reassuring—it raises serious concerns about how billing and account creation are validated.
The resolution was also disappointing. Support told me they cannot help with refunds outside the 35-day money-back guarantee, and redirected me to a separate accounting “refund request” form instead of actually resolving the issue.
On top of billing concerns, the platform itself isn’t very useful. It mostly provides business plan headings and generic descriptions, but you still end up doing all the real work yourself. The “AI” component is especially weak—after trying it, I found it effectively useless, and I had to rely on other tools to get meaningful output.
Overall: unexpected charges, confusing account logic, limited refund support, and a product that doesn’t deliver real value. I requested deletion of my data because I don’t trust the system not to charge me again.
My advise: don’t trust this kind of platforms. Search to find more robust and legit platforms, AND PLEASE, DO NOT WASTE A PENNY ON THIS APPLICATION.

Reply from LivePlan
I took 2 days to write a winning business plan for my newly established company. The AI tool was 110% helpful

Reply from LivePlan
It's a consistent and reliable business plan company.
They are advisable & supportive

Reply from LivePlan
The program offers lots a great ways to plan, track, and project everything you need for your business. It was a little bit intimidating to get started, but once I started I felt like I had momentum and gain confidence as I went along.
I think it would be tough for someone who had no idea what they were doing at all with business planning to feel successful on their first try, but this is also the best program I have seen to practice and learn because you can go back and update quickly and easily.

Reply from LivePlan
The ease of use, making a business plan that is accessible anywhere on the cloud. The way things are explained here is foolproof, and the early adoption of A.I. to help write out what's in my head is proof that Liveplan is ahead of its time.

Reply from LivePlan
guide through a business plan experience & good financing model

Reply from LivePlan
Great tool to help build a business plan and financial Forecast

Reply from LivePlan
Very beneficial to learning business modeling

Reply from LivePlan
The platform is helpful and informative, I have never created a business plan before, so I like how easy and friendly it is to use. I like it also gives guidance and ideas to put on your business plan. This is such a game changer, it also does market research for me which is great.

Reply from LivePlan
Very helpful! Constructively pushy!
Informative and friendly!

Reply from LivePlan
Since I started using LivePlan, I have successfully secured funding twice for my business, which has been a significant milestone in my entrepreneurial journey. The platform has not only provided me with the tools to create comprehensive business plans but has also helped me track my financial performance and set realistic goals. I genuinely wish to continue using LivePlan in the long term, as I believe it will play a crucial role in helping me grow and scale my business further. The insights and guidance I gain from it are invaluable, and I am excited about the future possibilities it can unlock for me.

Reply from LivePlan
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