LivePlan Review: Pros, Cons, Features & Pricing
LivePlan is a business planning and management software that helps you create business plans, track performance, and forecast financial outcomes. It's best suited for small to medium-sized businesses, startups, and entrepreneurs across industries like retail, technology, and consulting.
LivePlan offers value by simplifying complex financial tasks, allowing your team to focus on strategic growth and decision-making.
In this article, you'll find a detailed review of LivePlan's features, pros and cons, best and worst use cases, and pricing. Whether you're a CFO or a financial planner, you'll see how LivePlan aligns with your goals and enhances your planning efforts.
LivePlan Evaluation Summary

- From $20 per month
- Product demo available
Why Trust Our Software Reviews
LivePlan Overview
In my opinion, LivePlan is a solid choice for small to medium-sized businesses seeking an intuitive business planning tool. It excels in ease of use and offers an advanced suite of features that streamline the financial planning process, making it accessible to users without extensive financial expertise.
While its customer support could be more responsive, its value for money is evident, especially for startups and entrepreneurs who need a reliable tool without breaking the bank. Compared to other software, LivePlan's simplicity and focus on core functionalities make it ideal for businesses that prioritize straightforward planning over complex integrations.
pros
-
The step-by-step business plan templates and creator guides your work seamlessly.
-
Detailed financial forecasting tools help you plan effectively.
-
The intuitive interface makes it easy for your team members to navigate and use.
cons
-
The learning curve could be steeper for new users unfamiliar with planning software.
-
Advanced reporting features might not meet all your analytical requirements.
-
Customization options may be limited for your specific industry needs.
-
LiveFlow
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9 -
Float Financial
Visit Website -
Vena
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.5
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Business Plan Creator: LivePlan's step-by-step guide helps you create professional business plans without hassle. It simplifies complex tasks so your team can focus on strategy.
Financial Forecasting: LivePlan allows you to project your financial performance with ease. You can forecast revenue, expense budgets, and cash flow, all in one streamlined, spreadsheet-free interface.
Budgeting Tools: LivePlan offers a guided budgeting workflow and helps you define categories like payroll, marketing, rent, and more.
Performance Dashboards: LivePlan's dashboards offer a visual overview of your business's health. You can quickly assess key metrics and make informed decisions.
Pitch Presentation: LivePlan includes a dedicated Pitch tab that guides you through summarized sections. This helps provide a polished format to communicate your vision clearly.
Collaboration Options: LivePlan allows you to invite up to five contributors per account (plus guests) who can view, edit, and comment on your business plan and financial forecasts. This helps everyone stay aligned on goals and strategy.

Ease of Use
LivePlan is known for its intuitive design and user-friendly interface, making it easy for your team to navigate. Its step-by-step guidance simplifies the planning process, even for those without a financial background.
The clear layout and visual tools, like dashboards, help you quickly understand your business's performance. Compared to other software, LivePlan stands out by allowing you to focus on strategy rather than getting bogged down by complex features.

LivePlan Specs
- API
- Budgeting
- Calendar Management
- Email Integration
- External Integrations
- Forecasting
- Gantt Charts
- Project Management
- Task Scheduling/Tracking
LivePlan FAQs
What are the language options available in LivePlan?
How does LivePlan integrate with accounting software?
Can LivePlan handle multiple business plans at once?
Does LivePlan offer market research tools?
What kind of customer support does LivePlan offer?
How often does LivePlan receive updates?
How does LivePlan ensure data security and compliance?
Can multiple users collaborate on the same plan in LivePlan?
What's Next?
Ready to compound your abilities as a finance professional? Subscribe to our free newsletter.