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

5-star
4-star
3-star
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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

LivePlan is a very intuitive system

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.

17 December 2024
Unprompted review
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Reply from LivePlan

Wow Michael, great work and congratulations on taking the next step towards getting investor funding. We really appreciate you taking the time to leave us a review and we wish you the best in your future business endeavors!

Rated 5 out of 5 stars

I love the platform

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.

10 December 2024
Unprompted review
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Reply from LivePlan

Shaumit, we greatly appreciate you taking the time to leave us a review and are so happy to hear that you're enjoying LivePlan. We are also huge advocates of continual business planning as a way to steer a healthy business - we're with you!

Rated 5 out of 5 stars

Good service

Good service. Professional customer service. Nice people.

3 December 2024
Unprompted review
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Reply from LivePlan

Kate, thanks so much for taking the time to leave us a review - we're happy to hear about your experience with LivePlan and our awesome support team!

Rated 4 out of 5 stars

LivePlan customer service is great

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.

2 December 2024
Unprompted review
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Reply from LivePlan

Ethan, thanks so much for your feedback. Our product team is constantly looking for ways to improve LivePlan - and integrations is part of that. We appreciate you taking the time to leave a review and we value your feedback!

Rated 5 out of 5 stars

Really helped me get my thoughts…

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

12 March 2024
Unprompted review
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Reply from LivePlan

Thanks so much for taking the time to leave us a review Richard, we really appreciate hearing that LivePlan helped you get your thoughts together and organized as well as point out things you may not have considered within your business. We value your feedback!

Rated 3 out of 5 stars

Product = little buggy but ok. Customer support = Shockingly bad

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

5 November 2024
Unprompted review
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Reply from LivePlan

Hi there Chris,

I wanted to follow up on your review here with an update from my team who indicated that they worked with you to get your account fully refunded at 3pm yesterday.

We're sorry to hear about your experience - we appreciate you taking the time to leave a review and are happy that our customer service team could support you with a quick resolution.

Rated 5 out of 5 stars

The program is very intuitive to use…

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.

4 September 2024
Unprompted review
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Reply from LivePlan

Mark, we greatly appreciate you taking the time to leave us a review. Thanks for the feedback!

Rated 1 out of 5 stars

Unable to use expensive software. Selfish, no integrity, no support.

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%

13 August 2024
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Reply from LivePlan

Jo, we're sorry to hear about your experience with Business Plan Pro Premier. This product was sunset years ago and hasn't been available for quite some time. We see you reached out to the support team for our LivePlan product, and during that interaction the LivePlan support team offered you a 30 day free trial. If you'd like to explore LivePlan, please reach back out and we'd be happy to honor that deal. Thank you!

Rated 5 out of 5 stars

Great app and great support

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

9 July 2024
Unprompted review
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Reply from LivePlan

Thanks so much for your review QB! We appreciate your feedback!

Rated 5 out of 5 stars

Fast Response

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

1 July 2024
Unprompted review
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Reply from LivePlan

Wow Cossam, thank you for taking the time to leave us a review, we really appreciate your feedback and are so glad to hear LivePlan has supported your business ventures over the years. Thanks for being a loyal customer.

Rated 5 out of 5 stars

Much easier than I expected

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.

12 June 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Emile, we really appreciate you taking the time to leave us a review and are happy to hear about your experience using LivePlan. Best of luck to you in your business ventures and we appreciate you being a LivePlan customer!

Rated 5 out of 5 stars

Great Business Plan tool

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.

10 June 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Steven, thanks for your review. We're so glad to hear you were able to build a professional business plan with LivePlans question and answer format and supporting materials. Thanks for being a valued customer!

Rated 5 out of 5 stars

Intuitive

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

6 June 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Mario, we appreciate your review! We're glad to hear you're enjoying LivePlan.

Rated 5 out of 5 stars

LivePlan Makes Planning Less Complicated

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.

4 June 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Thanks so much for your review Duane, we're happy to hear LivePlan has been supportive to you and the clients you work with!

Rated 4 out of 5 stars

Fast and quick way to get a business plan created

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.

31 May 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Charlie, thank you for your review and we'll be sure to pass along your feedback to our product team.

Rated 4 out of 5 stars

Great for small business owners!

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.

29 May 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Jenny, we appreciate your feedback and will be sure to pass your idea onto our product team!

Rated 5 out of 5 stars

As a business advisor

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.

29 May 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Thanks for your review Anwar!

Rated 5 out of 5 stars

Amazing platform and support!

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!

29 May 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Kelly, we really appreciate your review and feedback. Thank you!

Rated 5 out of 5 stars

The team at LivePlan are exceptional!!

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

1 May 2024
Unprompted review
LivePlan logo

Reply from LivePlan

Thanks for your feedback Sherry.

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