LivePlan Reviews | Read Customer Reviews of liveplan.com

LivePlanReviews of liveplan.com

4.3130 reviews
Internet & Software

LivePlan

About LivePlan

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.LivePl

LivePlan (liveplan.com) has 130 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.

Also known as: liveplan.com
Website: liveplan.com
Category: Internet & Software
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 97% of reviews.
Latest: Most recent review: August 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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LivePlan reviews

130 approved reviews, newest moderated first

Markus D.
Mar 23, 2026
AI function is very good
AI function is very good
Response from LivePlanMar 27, 2026
Thanks, Markus! We're glad AI is hitting the mark for you. We'll keep looking for ways to make it even better.
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Micah M.
Mar 20, 2026
The most important first step of…
The most important first step of opening any business is having a solid business plan. LivePlan takes your business planning to the next level.
Response from LivePlanMar 27, 2026
Thank you, Micah! We couldn't agree more — a solid business plan is everything. So glad LivePlan is helping take yours to the next level!
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Brian
Mar 18, 2026
Excellent tool for simplifying the business planning process
I found LivePlan to be an incredibly helpful guide for building a professional business plan. What stands out most is how it breaks down complex financial forecasting into manageable steps, making it accessible even if you don't have a background in finance. The step-by-step prompts and library of sample plans provide great inspiration and ensure no critical sections are missed. It’s a huge time-saver compared to starting from a blank document. Highly recommended for any entrepreneur looking to get investor-ready.
Response from LivePlanMar 27, 2026
We're so glad LivePlan made the financial side feel less daunting. Helping entrepreneurs go from blank page to investor-ready is exactly what we're here for. We really appreciate the recommendation. Thank you, Brian!
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Ivan V.
Mar 15, 2026
Made by business plan come to life!
I was amazed how this particular AI was able to grasp what I was trying to put in words. The set up and flow of the plan is really good and make sense. My 2 page excel spreadsheet and 3 page word document was translated into a very impressive 43 pages with a lot of details! Definitely worth every penny.
Response from LivePlanMar 24, 2026
43 pages from a 2-page spreadsheet and 3-page doc is fantastic! We're so glad the AI was able to capture your vision and bring it to life in such detail. Worth every penny is our goal. Thank you, Ivan!
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Bharadwaj
Mar 14, 2026
It is easy and straight forward even to…
It is easy and straight forward even to people like me who are not professional accountants. It helps me create professional plans.
Response from LivePlanMar 24, 2026
Thank you, Bharadwaj! That's exactly what we aim for — making professional business planning accessible to everyone, regardless of their background.
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Louisiana
Mar 12, 2026
Live plan is a very good product
Live plan is a very good product. makes everything user friendly.
Response from LivePlanMar 24, 2026
Thank you for the kind words! We're so glad LivePlan is making things easier and more user-friendly for you. We appreciate you taking the time to share your experience!
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Matt
Mar 10, 2026
Thoroughly recommend it
We've used a lot of planning tools over the years — LivePlan is the one that's actually stuck. As an accountancy firm working with owner-managed businesses, we're always looking for tools that help our clients see their numbers clearly, not just report on them after the fact. LivePlan does that really well. The forecasting functionality is intuitive enough that clients engage with it themselves (which, if you've ever tried to get a busy business owner to open a spreadsheet, you'll know is no small feat). The dashboards are clean, the scenario planning is genuinely useful, and it integrates smoothly with Xero. What we particularly value is how it turns financial data into something that feels like a route map rather than a rear-view mirror. That's exactly what growing businesses need. Thoroughly recommend it — both for accountants wanting to add real value to their advisory work, and for business owners who want to stay on top of where their business is actually heading.
Response from LivePlanMar 24, 2026
Thank you, Matt! This really made our day. It's wonderful to hear that LivePlan has become the tool that actually sticks — especially coming from an accountancy firm. We love how you put it: a route map rather than a rear-view mirror. That's exactly what we're going for. We're so glad it's helping your clients engage with their numbers in a meaningful way!
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Jeffrey B.
Mar 10, 2026
Liveplan is thorough and easy to use
Liveplan is thorough and easy to use. I highly recommend it to anyone thinking of starting a business or taking a bank loan!
Response from LivePlanMar 24, 2026
Thank you for the recommendation Jeffrey! We're so glad LivePlan has been a helpful resource whether you're starting a business or securing funding. Best of luck on your journey!
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