LivePlan: Business Plan Software with AI Performance Tracking

LivePlan

3.5 | 83 | 0
Type:
Website
Last Updated:
2025/10/13
Description:
LivePlan helps small businesses plan, forecast, and manage finances with AI-driven insights. Grow your business 30% faster with powerful tools and performance tracking.
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business planning
financial forecasting
AI assistant
cash flow management
industry benchmarks

Overview of LivePlan

LivePlan: The AI-Powered Business Planning Solution

What is LivePlan?

LivePlan is a comprehensive business planning software designed to help entrepreneurs and small business owners create, manage, and track their business plans effectively. It stands out by integrating AI to offer smarter insights and guidance throughout the planning process. With LivePlan, users can transform their business visions into actionable roadmaps for success, whether they are starting up or scaling up.

How does LivePlan work?

LivePlan simplifies business planning by providing a user-friendly interface and AI-driven assistance. Here’s how it works:

  • AI-Powered Assistance: LivePlan Assistant utilizes AI trained on thousands of successful business plans and decades of planning expertise. It poses relevant questions, identifies potential issues, and helps users consider crucial details that investors value.
  • Automatic Financials: The software converts business ideas into complete financial statements, including profit & loss, cash flow, and balance sheets, eliminating the need for complex formulas or financial expertise.
  • SBA Approved Formatting: LivePlan generates professionally formatted documents such as pitch decks, bank loan packages, and board reports, saving time on manual formatting.
  • Cash Flow Forecasting: Users can predict their cash position and identify potential financial challenges before they occur, enabling proactive decision-making.
  • Real Industry Data: The platform offers access to over 550 example plans and real industry data, allowing users to benchmark their performance and understand investor expectations.

Key Features of LivePlan

  • AI-Powered Planning:
    • Leverage AI trained on thousands of business plans.
    • Get relevant questions and insights to refine your plan.
  • Automated Financial Forecasting:
    • Generate complete financial statements automatically.
    • No complex formulas or financial degree needed.
  • Professional Document Creation:
    • Create pitch decks, loan packages, and board reports with ease.
    • SBA-approved formatting ensures professional results.
  • Cash Flow Management:
    • Forecast cash flow and identify potential issues in advance.
    • Plan for seasonal changes and make informed spending decisions.
  • Industry Benchmarking:
    • Access real industry data and example plans.
    • Benchmark your numbers against industry standards.

How to Use LivePlan

  1. Start Your Plan: Input your business idea and vision into LivePlan.
  2. Forecast Financials: Answer simple questions to generate automated financial statements.
  3. Master Your Market: Use industry data and example plans to refine your strategy.
  4. Spot Opportunities: Identify potential issues and opportunities with AI assistance.
  5. Compare to Actuals: Track your performance against your plan with integrated dashboards.

Why Choose LivePlan?

  • Proven Results: Companies that plan and track with LivePlan grow 30% faster.
  • Comprehensive Solution: LivePlan provides all the tools needed to plan, fund, and grow your business.
  • User-Friendly: The platform is easy to use and offers plenty of assistance, including examples, templates, and videos.
  • Integration: Connect LivePlan with QuickBooks or Xero for automatic updates and real-time tracking.

Who is LivePlan for?

LivePlan is designed for:

  • Entrepreneurs: Individuals starting a new business venture.
  • Small Business Owners: Owners looking to scale and manage their businesses effectively.
  • Business Advisors: Professionals guiding clients through the business planning process.

Customer Stories

Many entrepreneurs and business owners have found LivePlan to be an invaluable tool:

  • Joanna Stanford, Founder of Trots Dogs: Used LivePlan to learn about running her business and develop a strategic plan.
  • Matthew H: Highlighted that LivePlan fundamentally changed his view on his business ventures.
  • Shawnnell B: Appreciated the ease of use and available assistance, including examples, templates, and videos.
  • Ifeanyi K: Noted that LivePlan helped his team focus and build every area of their business strategy.

Pricing

LivePlan offers a 35-day money-back guarantee, allowing users to try the software risk-free. Check the LivePlan website for the most current pricing information and available discounts.

Conclusion

LivePlan is a powerful business planning software that combines user-friendly tools with AI-driven insights. It's designed to help entrepreneurs and small business owners create effective business plans, manage their finances, and track their performance. With features like automated financials, cash flow forecasting, and industry benchmarking, LivePlan provides everything needed to plan, fund, and grow a successful business. By integrating AI, LivePlan offers a unique advantage, ensuring users receive relevant guidance and insights tailored to their specific business needs.

Best way to create a fundable business plan? Try LivePlan today.

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