LivePlan Overview of Reviews & Product Details - 2025
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Security Building trust and visibility for SaaS security tools. CRM Driving adoption for SaaS platforms that connect businesses. Marketplaces Scaling SaaS ecosystems with credibility and reach. Web 3.0 Earning trust for SaaS in crypto and Web3. AI & Data Tools Shaping the future of work with SaaS visibility. HR & Workspace Positioning SaaS tools where teams make decisions. Marketing & Sales Turning SaaS products into must-haves for buyers. Service Companies Proving credibility for SaaS-driven service providers. Other Industries Accelerating growth for any SaaS vertical.

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Work hub

Project management tools like , Notion, Basecamp, Lark, Slack, Asana and Trello.
Research Assistants

AI chatbot tools like ChatGPT, Grok, Perplexity, Claude, Gemini and Copilot.
Insights & Growth

Marketing analytics platforms like Google Analytics, Similarweb and Semrush.
B2B growth

CRM systems like HubSpot, Apollo.io Pipedrive, Zoho CRM, and Salesforce.
Security & Privacy

VPNs, SSO providers, and password managers like NordVPN, Okta, and LastPass.
Marketing growth

Email marketing and campaign tools like MailerLite, Instantly, and Mailchimp.
Web Development

Website builders, hosting tools like Hostinger, Webflow, Framer, and Shopify
People operations

HR and recruiting software like ATS platforms, BambooHR, Workday, and Lever.
Fintech & Accounting

Automate finances with confidence like Quickbooks, Stripe, Brex, and Mercury.
Creative suite

Design and editing tools like Figma, Canva, Adobe Creative Cloud, CapCut.
AI automation

Workflow automation tools like Zapier, Make, Clay, and Reclaim.ai.
Vibe coding

No-code and AI-native dev tools like Cursor, Windsurf, Lovable and Bubble.
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Industries we have supported successfully since 2023.

Security Building trust and visibility for SaaS security tools. CRM Driving adoption for SaaS platforms that connect businesses. Marketplaces Scaling SaaS ecosystems with credibility and reach. Web 3.0 Earning trust for SaaS in crypto and Web3. AI & Data Tools Shaping the future of work with SaaS visibility. HR & Workspace Positioning SaaS tools where teams make decisions. Marketing & Sales Turning SaaS products into must-haves for buyers. Service Companies Proving credibility for SaaS-driven service providers. Other Industries Accelerating growth for any SaaS vertical.

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LivePlan

78% Subscribed Score
  • All Categories
  • Business Planning
  • LivePlan

    • LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. With step-by-step guidance, 500+ sample plans, and automated financials, it helps users create professional business plans effortlessly. Sync accounting data, monitor progress with dashboards, and run scenarios for confident decision-making. Perfect for planning, funding, and growing your business.

    LivePlan

    78% Subscribed Score
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    78%
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    Scales with You
    Scales with You
    Grows with your business needs.
    Plug & Play Setup
    Plug & Play Setup
    Get started in minutes, not weeks.
    Collaborate Easily
    Collaborate Easily
    Built for teams and communication.

    LivePlan is a comprehensive solution in the Business Planning category, designed to streamline business planning, financial forecasting, budgeting, and performance tracking. Perfect for small businesses and startups, LivePlan offers intuitive tools to help entrepreneurs and business owners create professional plans, secure funding, and drive growth confidently.

    Why Use LivePlan?

    Choosing LivePlan provides several benefits:

    • Step-by-Step Business Planning: LivePlan simplifies the process with guided instructions, expert advice, and access to over 500 sample business plans to expedite your planning journey.
    • Accurate Financial Forecasting: Eliminate complex spreadsheets with LivePlan’s automatic financial projections and built-in formulas, ensuring precise revenue and expense forecasts.
    • Performance Dashboards: Track your actual performance against goals using intuitive dashboards that visually present data through charts and graphs.
    • QuickBooks and Xero Integration: Sync your accounting data instantly for seamless forecasting and up-to-date performance insights.
    • Flexible Options for Growth: Run scenario planning with multiple forecasts and access benchmark data to compare your business with industry peers.

    Who is LivePlan For?

    LivePlan is tailored for:

    • Entrepreneurs and Startups: Develop investor-ready business plans and prepare for funding with ease.
    • Small Business Owners: Monitor progress, refine strategies, and strategize for future growth more effectively.
    • Financial Advisors and Coaches: Guide clients in creating impactful business plans and financial forecasts.

    Explore Alternatives: In addition to LivePlan, discover other business planning software such as Jirav and Fathom.

    LivePlan is an ideal choice for anyone looking to create, refine, and execute a successful business strategy. Begin your journey towards efficient and professional business planning today. Check out exclusive deals for further savings!

    LivePlan Summary

    LivePlan is a comprehensive solution in the Business Planning category, designed to streamline business planning, financial forecasting, budgeting, and performance tracking. Perfect for small businesses and startups, LivePlan offers intuitive tools to help entrepreneurs and business owners create professional plans, secure funding, and drive growth confidently.

    Why Use LivePlan?

    Choosing LivePlan provides several benefits:

    • Step-by-Step Business Planning: LivePlan simplifies the process with guided instructions, expert advice, and access to over 500 sample business plans to expedite your planning journey.
    • Accurate Financial Forecasting: Eliminate complex spreadsheets with LivePlan’s automatic financial projections and built-in formulas, ensuring precise revenue and expense forecasts.
    • Performance Dashboards: Track your actual performance against goals using intuitive dashboards that visually present data through charts and graphs.
    • QuickBooks and Xero Integration: Sync your accounting data instantly for seamless forecasting and up-to-date performance insights.
    • Flexible Options for Growth: Run scenario planning with multiple forecasts and access benchmark data to compare your business with industry peers.

    Who is LivePlan For?

    LivePlan is tailored for:

    • Entrepreneurs and Startups: Develop investor-ready business plans and prepare for funding with ease.
    • Small Business Owners: Monitor progress, refine strategies, and strategize for future growth more effectively.
    • Financial Advisors and Coaches: Guide clients in creating impactful business plans and financial forecasts.

    Explore Alternatives: In addition to LivePlan, discover other business planning software such as Jirav and Fathom.

    LivePlan is an ideal choice for anyone looking to create, refine, and execute a successful business strategy. Begin your journey towards efficient and professional business planning today. Check out exclusive deals for further savings!

    LivePlan reviews

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    78%
    Subscribed Score

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    Overall rating

    5
    4
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    1
    CX 5/6

    How good is the customer support based on subscribed’s assessment

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    Security 4/6

    How secure is the product based on Subscribed’s assessment?

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    Ease of Use 6/6

    How easy is the product to use, based on Subscribed’s assessment?

    EOU Icon
    Value 5/6

    What is the value for money based on Subscribed’s assessment?

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    Integration 3/6

    How many integrations does the product offer?

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    Popularity 5/6

    How popular is the product?

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    Reviews from G2, Capterra, Trustpilot
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    These ratings come directly from third-party platforms like G2, Capterra, and Trustpilot. They reflect real user feedback collected independently on those sites.

    4.1
    (31)
    4.1
    (31 Reviews)
    G2 Review
    4.4
    (170)
    4.4
    (170 Reviews)
    Capterra Review
    3.9
    (28)
    3.9
    (28 Reviews)
    Trustpilot Review

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    LivePlan

    Pricing Range
    info Icon

    This only an estimated pricing range, visit LivePlan pricing page to access all the information by clicking “Visit Now”.

    $15-$40 / Month
    Deals Available

    This product comes with a special deal, see details

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    78% Subscribed Score
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    The Subscribed Score is an independent rating that combines user reviews, features, and value-for-money from multiple trusted sources. It’s designed as a quick benchmark, not a guarantee of individual experience.

    Analysis

    LivePlan is a comprehensive solution in the Business Planning category, designed to streamline business planning, financial forecasting, budgeting, and performance tracking. Perfect for small businesses and startups, LivePlan offers intuitive tools to help entrepreneurs and business owners create professional plans, secure funding, and drive growth confidently.

    Why Use LivePlan?

    Choosing LivePlan provides several benefits:

    • Step-by-Step Business Planning: LivePlan simplifies the process with guided instructions, expert advice, and access to over 500 sample business plans to expedite your planning journey.
    • Accurate Financial Forecasting: Eliminate complex spreadsheets with LivePlan’s automatic financial projections and built-in formulas, ensuring precise revenue and expense forecasts.
    • Performance Dashboards: Track your actual performance against goals using intuitive dashboards that visually present data through charts and graphs.
    • QuickBooks and Xero Integration: Sync your accounting data instantly for seamless forecasting and up-to-date performance insights.
    • Flexible Options for Growth: Run scenario planning with multiple forecasts and access benchmark data to compare your business with industry peers.

    Who is LivePlan For?

    LivePlan is tailored for:

    • Entrepreneurs and Startups: Develop investor-ready business plans and prepare for funding with ease.
    • Small Business Owners: Monitor progress, refine strategies, and strategize for future growth more effectively.
    • Financial Advisors and Coaches: Guide clients in creating impactful business plans and financial forecasts.

    Explore Alternatives: In addition to LivePlan, discover other business planning software such as Jirav and Fathom.

    LivePlan is an ideal choice for anyone looking to create, refine, and execute a successful business strategy. Begin your journey towards efficient and professional business planning today. Check out exclusive deals for further savings!

    Pros
    • Easy to use with intuitive design
    • Includes detailed examples and guidance
    • Effective for planning and forecasting
    • AI assistance adds flexibility
    Cons
    • Limited integrations with external tools
    • Hard to use actuals not from Xero/QuickBooks
    • Syncing and copying features require improvement
    • Cost may be high for infrequent use
    Subscribed Score Metrics
    28/36 Metric achieved
    MetricsScore
    Customer Support5/6
    Security4/6
    Ease of Use6/6
    Value of Money5/6
    Integration3/6
    Popularity5/6
    Radar Chart Table View
    Ease of Use
    Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
    6/6 Metric Checks
    Security
    Compares the product`s features, quality, and pricing to determine its overall cost-effectiveness.
    4/6 Metric Checks
    Value of Money
    Assesses the product`s ability to protect data, prevent breaches, and comply with industry standards.
    5/6 Metric Checks
    Customer Support
    Reflects the responsiveness, helpfulness, and quality of assistance provided by the product`s support team.
    5/6 Metric Checks
    Integrations
    Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
    3/6 Metric Checks
    LivePlan Pricing Range
    $15-$40 / Month

    LivePlan Showcase
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    A curated gallery of real screenshots and use cases from the product, so you can see how it works before trying it.

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    LivePlan
    LivePlan

    What else exists next to LivePlan
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    A list of platforms similar to LivePlan, helping you evaluate which tool best matches your needs.

    Fathom
    UpMetrics
    Jirav
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    Need to cancel LivePlan? Here is how
    info Icon

    Thinking about how to cancel LivePlan this is how you do it!

    To cancel a LivePlan subscription:

    • Contact LivePlan via email, phone (888-498-6136), or in-app message.
    • Cancellation takes effect at the end of the current billing period.
    • Export your plan before signing out if needed.
    • Refunds available within the first 35 days of subscription.

    How to Cancel the LivePlan

    To cancel a LivePlan subscription:

    • Contact LivePlan via email, phone (888-498-6136), or in-app message.
    • Cancellation takes effect at the end of the current billing period.
    • Export your plan before signing out if needed.
    • Refunds available within the first 35 days of subscription.
    Every else you need to know about LivePlan
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    A collection of FAQs, guides, alternatives, and comparisons to help you quickly understand if LivePlan is right for you.

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    Pricing Range
    info Icon

    This only an estimated pricing range, visit LivePlan pricing page to access all the information by clicking “Visit Now”.

    $15-$40 / Month
    Deals Available

    This product comes with a special deal, see details

    This product comes with a special deal, see details

    Visit Now