Business planning and performance tracking software for entrepreneurs to create plans, forecast finances, and track growth.
LivePlan is a business planning and performance tracking software that helps entrepreneurs and small business owners create professional business plans, forecast financials, conduct market research, build pitch decks, and track actual performance against their plan. It integrates with accounting software like Xero and QuickBooks, and provides AI-guided tools to pressure-test ideas, review plans, and ensure financial consistency. Trusted by over 1 million businesses, LivePlan helps users grow 30% faster by combining planning, forecasting, and tracking in one platform.
check_circlePlan review (AI checks narrative vs financials)
check_circlePlan vs. Actuals tracking
check_circleIntegration with accounting software (Xero, QuickBooks)
check_circleIdea Canvas for idea validation
check_circleBenchmarking with industry data
check_circleCollaboration tools
Use Cases
lightbulbEntrepreneurs starting a new business use the Idea Canvas to pressure-test their concept with AI-driven risk assessments and real market research, ensuring they invest time and money only in viable ideas.
lightbulbSmall business owners seeking funding create a professional business plan with LivePlan's AI, which writes narrative grounded in actual business data and flags inconsistencies between story and financials, increasing lender confidence.
lightbulbFounders preparing for investor meetings use the pitch deck creator to automatically generate a polished presentation from their plan, with financials and data synced, and get a list of likely questions from funders.
lightbulbBusiness owners track monthly performance by connecting their accounting software to LivePlan, comparing actual revenue and expenses against forecasts to make informed decisions about hiring, spending, and growth.
lightbulbConsultants and advisors use LivePlan to build multiple financial scenarios for clients, adjusting assumptions like revenue dips or cost increases to see cash flow impacts and recommend strategies.
lightbulbEstablished companies aiming for growth use LivePlan's benchmarking and industry data to set realistic targets, monitor progress, and adjust plans quarterly, achieving 30% faster growth on average.
business planfinancial forecastingmarket researchpitch deckperformance trackingsmall businessentrepreneurshipfundinginvestor-readyAI planning
