LivePlan Reviews 

129
TrustScore 4.5 out of 5

4.5

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Review summary

Created with AI, based on recent reviews

Evaluating 83 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the platform for being user-friendly and intuitive, making the complex process of business planning accessible for both new and experienced users. Many appreciate the structured approach and step-by-step guidance, which helps organize thoughts and create professional, detailed business plans. The beneficial AI feature assists in focusing on important aspects and transforming ideas, while financial tools simplify overwhelming projections. However, some customers noted initial navigation difficulties and found certain sections overly complex. A few others felt the AI was weak or provided generic descriptions, requiring more manual effort.

What people talk about most

User experience

Consumers find the user experience to be positive, with many reviewers praising the platform's ease of use... See more

Product

Clients share positive opinions on the product, with many reviewers finding it a great asset for building... See more

Artificial intelligence

Reviewers highlight positive aspects of artificial intelligence, with many finding the AI function very good... See more

Website

Reviewers mention positive feedback about the website, highlighting its ease of use and navigation, which... See more

Service

Customers had ambiguous experiences with service, with some expressing satisfaction, while others reported... See more

Reviews shaping this summary

Rated 4 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

Live plan is Intuative. Live plan gave me a great starting point to create my business plan. They have step by sep tool that makes writing an increadibly detailed buissness plan much more accessable... See more

Company replied

Rated 4 out of 5 stars

the program is very helpful. it took me a little while to learn how to navigate it, but overall its pretty easy to use. it is much easier than building a business plan the old fashioned way.

Company replied

Rated 4 out of 5 stars

The AI feature is beneficial. I also like the financial and pitch/presentation sections. This website is valuable for a novice like me who is not very familiar with writing business plans. Moving the... See more

Company replied


Company details

  1. Software Company
  2. Business Development Service
  3. Business Management Consultant
  4. Business to Business Service

Written by the company

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.


Contact info

4.5

Excellent

TrustScore 4.5 out of 5

129 reviews

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1-star

No recent history of asking for reviews

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Replied to 83% of negative reviews

Typically replies within 1 week

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4.5

All reviews

(129)

82 reviews in the last 12 months

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Rated 5 out of 5 stars

Easy to follow and get started

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

26 February 2026
Unprompted review
LivePlan logo

Reply from LivePlan

Thanks so much for the kind words! We're glad LivePlan feels intuitive and that the AI writing assistant is hitting the mark. We appreciate you taking the time to share your experience!

Rated 5 out of 5 stars

Very happy with the service

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.

17 February 2026
Unprompted review
Rated 5 out of 5 stars

RAC moving forward.

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.

17 February 2026
Unprompted review
Rated 5 out of 5 stars

Using LivePlan is easy to navigate.

Using LivePlan is easy to navigate, which will make your experience amazing and memorable.

13 February 2026
Unprompted review
LivePlan logo

Reply from LivePlan

Debra, thank you for taking the time to leave us a review. We're happy to hear about your experience!

Rated 5 out of 5 stars

I updated my plan a few months ago

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

20 December 2025
Unprompted review
LivePlan logo

Reply from LivePlan

Cornell, thank you for taking the time to leave us a review and for being a loyal LivePlan customer. We appreciate you!

Rated 5 out of 5 stars

The best tool for creating business plans

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.

11 February 2026
Unprompted review
LivePlan logo

Reply from LivePlan

Ade & Grace, thanks so much for taking the time to leave us feedback. We're happy to hear you enjoyed our new market research feature as well! Best of luck to you in your business adventure!

Rated 2 out of 5 stars

I’ve ultimately decided to move away…

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.

11 February 2026
Unprompted review
Rated 4 out of 5 stars

Helpful format, AI feature could use some work.

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.

6 February 2026
Unprompted review
LivePlan logo

Reply from LivePlan

Garth, thank you for taking the time to leave us a review and we appreciate your feedback this is super valuable and I've already sent this feedback to our product team who is working on some improvements to your above experience (heard on the sources bit). We appreciate you taking the time to drop this note!

Rated 1 out of 5 stars

Unexpected charge, confusing account handling, and unhelpful “AI”

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.

1 February 2026
Unprompted review
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Reply from LivePlan

Ehsan, thank you for providing this feedback, we've seen your same review posted across many of our different channels. In working with our customer success team, it seems there was some account creation confusion. Rest assured account creation can only be initiated by a user, and our platform is a subscription based model.

Despite that, we hate to hear that you didn't find the platform useful. We're always focused on continuing to improve our software for entrepreneurs and small business owners, so that they can create business plans they're confident in and become better business owners. Any feedback that helps us in that mission is appreciated!

Rated 5 out of 5 stars

I took 2 days to write a winning…

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

5 February 2026
Unprompted review
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Reply from LivePlan

Kealeboga, this is awesome to hear. Best of luck to you on your business journey and thanks for being a loyal LivePlan customer.

Rated 5 out of 5 stars

A partner to success

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

25 January 2026
Unprompted review
LivePlan logo

Reply from LivePlan

Yasser, thank you so much for your review. We're glad to hear you're enjoying LivePlan!

Rated 5 out of 5 stars

Great program, so many options it can be overwhelming, but also does a lot to help you learn.

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.

17 November 2025
Unprompted review
LivePlan logo

Reply from LivePlan

Trent, thanks so much for sharing. Our goal is to remove that intimidation factor to make business planning and management as simple as possible for anyone, at any point - in their business journey. We hope you took advantage of our awesome customer support team, and extensive help resources including our blog, templates, and custom instructions at each step - if you didn't find any of those features - reach out to us on chat so we can further assist. All the best to you!

Rated 5 out of 5 stars

State of the art.

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.

10 January 2026
Unprompted review
LivePlan logo

Reply from LivePlan

Terry, we're so happy to hear this feedback! Thank you for sharing!

Rated 5 out of 5 stars

long experience, many plans, a lot of fun

guide through a business plan experience & good financing model

1 January 2026
Unprompted review
LivePlan logo

Reply from LivePlan

Ilias, thank you for taking the time to leave us a review. We appreciate you being a LivePlan customer and providing continued feedback!

Rated 5 out of 5 stars

Very beneficial to learning business…

Very beneficial to learning business modeling

30 December 2025
Unprompted review
LivePlan logo

Reply from LivePlan

We're so happy to hear this Nicholas. Our goal is to help SMBs and entrepreneurs become better business owners and build better businesses - sounds like you're on the way there! Best of luck to you!

Rated 5 out of 5 stars

The platform is a game changer

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.

9 December 2025
Unprompted review
LivePlan logo

Reply from LivePlan

Noel, glad you've discovered all the awesome features within LivePlan. We wish you continued success in your business journey and thanks for leaving us a review!

Rated 5 out of 5 stars

Very helpful

Very helpful! Constructively pushy!
Informative and friendly!

26 December 2025
Unprompted review
LivePlan logo

Reply from LivePlan

Annamaria, thanks so much for taking the time to leave us a review. We appreciate you being a LivePlan customer and furthermore for taking the time to give us feedback. We wish you continued success in your business journey!

Rated 5 out of 5 stars

Since I started using 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.

2 January 2025
Unprompted review
LivePlan logo

Reply from LivePlan

Congratulations on securing funding (2x!!!) thats incredible Greater Tzaneen! We're so happy to hear of the incredible things you've accomplished and how LivePlan has helped. Thank you for taking the time to leave us a review and we wish you continued success this next year and beyond!

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