LivePlan
Verified Oct 15, 2026 ActiveBusiness-planning software with an AI-guided idea canvas, financial forecasting and pitch-deck creation, from Palo Alto Software.
Listed on EffectHub ·
Pricing
- Pricing model
- Paid
- Paid options from
- $20/mo
- Billing
- Monthly
Standard is $20 a month billed monthly or $15 a month paid annually; Premium, which adds deeper research, up to 10 forecast scenarios and financial analysis, is $40 or $30 annually. No free tier, but a 35-day money-back guarantee applies.
Use tool ↗About LivePlan
LivePlan is planning software rather than a single-document generator: it covers an AI-guided Idea Canvas for early concepts, a plan builder, financial forecasting with scenario modeling, pitch-deck creation, and plan-versus-actual tracking once the business is running. It's built by Palo Alto Software, a US company that has sold business-planning tools since the 1980s and previously shipped Business Plan Pro. Entry pricing starts around $20 a month, with a 35-day money-back guarantee, and the app connects to QuickBooks and Xero for the actuals side of plan-vs-actual comparisons. It's aimed less at a one-off pitch document and more at ongoing planning.
- Platforms
- Web
- API
- Not confirmed
- Last verified
- Oct 15, 2026
Verified sources
- Pricing page: Standard $20/mo monthly or $15/mo paid annually, Premium $40/mo or $30/mo paid annually, 35-day money-back guarantee (15 October 2026)liveplan.com ↗
- Pricing page lists AI idea validation, Help me Write drafting, pitch presentation export to PDF or PowerPoint, budget-vs-actual dashboards and QuickBooks/Xero integrations; footer © 2026 Palo Alto Software (15 October 2026)liveplan.com ↗
Is LivePlan legit?
We don’t label tools safe or unsafe. Below are the records we checked ourselves, each with the date we read it.
- Domain registered
- Jul 21, 1999 (27 years ago)Registry record (RDAP), registrar GoDaddy.com, LLC, looked up Sep 6, 2026
- TLS certificate
- Issued by Amazon, valid until Apr 8, 2027Seen in our own connection to the site on Oct 15, 2026
- Last checked
- Oct 15, 2026The site answered
- Operated by
- Palo Alto Software, United StatesOur research, card verified Oct 15, 2026
Pros & cons of LivePlan
LivePlan's advantage over a one-shot plan generator is the plan-vs-actual loop: once you connect QuickBooks or Xero, it compares your forecast to what actually happened, which most plan-writing tools don't do at all. It's built by a company that has been in this niche for decades, which shows in the depth of the forecasting tools, but that same maturity means more legacy structure in the interface than a newer, narrower tool would have.
Pros
- Plan-vs-actual tracking against real accounting data, not just a static document
- Financial forecasting includes scenario modeling
- Backed by a company with decades of history in business-planning software
Cons
- Ongoing $20+/month cost instead of a one-time purchase
- No permanent free tier, only a money-back guarantee window
Best for
- Founders who want ongoing planning, not a one-time document
- Advisors and SBA partners producing plans for multiple clients
- Businesses that want forecasts checked against actual QuickBooks/Xero data
Not for
- Anyone wanting a single cheap document and nothing more
- Businesses without US-style accounting software to connect
Alternatives to LivePlan
LivePlan head-to-head
Side-by-side fact sheets against the competitors our research or their makers name — pricing, platforms, API and both verdicts on one page.
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