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
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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
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
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
- Software Company
- Business Development Service
- Business Management Consultant
- 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
United States
- help@liveplan.com
- liveplan.com
4.5
Excellent
129 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 83% of negative reviews
Typically replies within 1 week
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
The software is friendly, intuitive, and easy to use
The software is friendly, intuitive, and easy to use — which matters when you’re working on a business plan under time pressure. The Forecast section is the standout for me: cash flow, depreciation, taxes, and the related calculations are automated in a way that saves a huge amount of time and improves reliability. It’s reassuring to know the numbers stay consistent without having to rebuild spreadsheets manually.
One feature I’d love to see added is an AI copilot. LivePlan is a perfect fit for it because a business plan is a living document: a small change in assumptions often needs to propagate across multiple sections. An assistant that helps update narratives and ensures cross-document consistency (while keeping the financial model aligned) would be a powerful next step.
Overall, it’s a great tool and I’m glad I chose it.
December 19, 2025
Unprompted review
Reply from LivePlan
Roberto, thanks for leaving such a wonderful - detailed review!
You hit the nail on the head re: our forecasting value - time saving, accurate and reliable, updates in all the places. This is what many of our customers say LivePlan helps make forecasting/financials less daunting.
Also, solid feedback re: the AI co pilot. If you haven't yet seen the Monthly Review feature in your Forecast Dashboard (once connected to QuickBooks or Xero), you might find it pretty neat. Regardless I'll pass your feedback onto our product team and we appreciate you being a LivePlan customer!
Advertisement
Reply from LivePlan
Michelle, thank you for taking the time to leave us a review. We're happy to hear you're enjoying LivePlan!
The Ai assistance is giving FOCUS
The Ai assistance is good at helping you get focused on the important aspects.
December 17, 2025
Unprompted review
Reply from LivePlan
Laser, your review gave our team a good chuckle. We're glad you're getting *FOCUS* from our AI Assistance and are spending time on the most important parts of your plan. Thanks for the review and best of luck to you!
Exceptional software that helps me…
Exceptional software that helps me think through and write my business plan. It has helped in developing strategies to think on all areas of my business.
November 30, 2025
Unprompted review
Reply from LivePlan
Joshua, we're happy to hear LivePlan has helped you think through all areas of your business - thats our goal! Wishing you continued success on your business journey!
so helpful and life saving
October 29, 2025
Unprompted review
Reply from LivePlan
Sam, wow - this is the type of review we love to hear. Best of luck to you and thank you for sharing your thoughts!
Advertisement
No expertise needed
I really like the prompts, ease of entry and flow. The ability to keep making edits and multiple editions.
You don't need to read a manual to get started, it guides you step by step. No learning curve no expertise needed.
December 1, 2025
Unprompted review
Reply from LivePlan
Meridith, we appreciate you taking the time to leave us a review and share your feedback, and are glad to hear you're enjoying LivePlan. Best of luck to you in your continued business journey!
iT DOES WHAT IT SAYS ON THE TIN
iT DOES WHAT IT SAYS ON THE TIN, but AI could be improved in my humble opinion.
December 14, 2025
Unprompted review
Reply from LivePlan
Nils, we appreciate you taking the time to provide feedback and have passed this along to our development team. We appreciate you choosing LivePlan and wish you the best in your business endeavors.
Live plan is Intuative
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 for new business owners.
December 11, 2025
Unprompted review
Reply from LivePlan
Danielle, thank you so much for taking the time to leave us a review. Our mission has always been to make what typically comes at a high price tag (business planning consultants) accessible through LivePlan and easy to follow for those without business, finance, or accounting degrees. We wish you the best in your business journey and appreciate you choosing us!
the program is very helpful
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.
December 10, 2025
Unprompted review
Reply from LivePlan
A Caggi, thank you for leaving us a review - we appreciate you choosing LivePlan and we wish you the best on your business adventure!
Advertisement
LivePlan is user friendly and has been…
LivePlan is user friendly and has been an outstanding tool to assist me with forecasting for my business.
December 10, 2025
Unprompted review
Reply from LivePlan
Dawn, we so appreciate you taking the time to leave us a review. We wish you the best on your business journey and are honored that LivePlan can support you on it!
Live Plan is great for building a…
Live Plan is great for building a business but also for updating weekly.
December 10, 2025
Unprompted review
Reply from LivePlan
Christopher, thanks so much for taking the time to leave us a review. We appreciate you being a LivePlan customer and sharing your thoughts with other small business owners and entrepreneurs here!
Much appreciated help!
The help that I am receiving is absolutely invaluable. I could never have done this on my own and I’m extremely eternally grateful.
December 8, 2025
Unprompted review
Reply from LivePlan
Dianne, we are so happy to hear you're getting value out of LivePlan and that its supporting you on your business journey. We wish you the best and appreciate you taking the time to leave us a review!
It's very intuitive
It's very intuitive! Super helpful and right on the money.
December 8, 2025
Unprompted review
Reply from LivePlan
Simone, thanks for your review! Wishing you the best on your business journey.
Advertisement
Reply from LivePlan
A Hardy, we appreciate you taking the time to leave us a review!
Prior User
Ive used the previous "palo alto" software packages to modify and launch several organizations in the past. This platform incorporates the functionality of the previous versions of the software along with offering a multi-user interface for collaboration across state lines.
December 6, 2025
Unprompted review
Reply from LivePlan
Champion Asset Management,
Thank you so much for taking the time to leave us a review. We're grateful for your support and wish you continued success!
I would not touch this service again
I would not touch this service again. Absolutely horrendous financial doc output. If you like your fin docs split into multiple pages making any investor question your abilities - go for it. Total dog Sh%t. Hours and hours down the f'n drain. Plus the money. Don't waste your time.
December 5, 2025
Unprompted review
Reply from LivePlan
Dave, we're sorry to hear you were disappointed with the financial doc output although sounds like you're working with our team member Lindsay. I'm confident you're in good hands and will find a solution that meets your needs but appreciate your feedback.
Diligence and Framework 5 stars
Live plan provides the framework needed to really drill down on the critical components of your business plan.
December 5, 2025
Unprompted review
Reply from LivePlan
Lacey, thank you so much for taking the time to leave us a review. We're happy to hear you're enjoying LivePlan and appreciate your feedback!
Advertisement
The guide provided in each section has…
The guide provided in each section has made the experience painless so far after 2 weeks use. I was also able to get help (chat) when I got stuck at the beginning.
December 4, 2025
Unprompted review
Reply from LivePlan
Joseph, thank you for taking the time to leave us a review. We're glad to hear you're experience in LivePlan has been painless and helpful and we wish you continued success in your business journey!
LivePlan is a great tool for creating…
LivePlan is a great tool for creating business plans and financial forecasts. It’s easy to use, links smoothly with most accounting systems, and makes it simple to build a solid business plan on the go.
December 3, 2025
Unprompted review
Reply from LivePlan
Hi Customer,
Thank you so much for taking the time to leave us a review. We're happy to hear that you found it easy to use and integrate with your accounting system. Best of luck to you on your business adventure!
Super easy platform to use
Super easy platform to use. Covers everything you need to get started.
December 1, 2025
Unprompted review
Reply from LivePlan
Adam, thank you so much for leaving us a review. We wish you the best in your business journey.
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.
Learn more about other kinds of reviews.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.