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Business-planning software with an AI-guided idea canvas, financial forecasting and pitch-deck creation, from Palo Alto Software.
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.
$20/month is the entry price shown on the pricing page; a 35-day money-back guarantee applies instead of a permanent free tier.
Use tool ↗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.
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