Trust
Security & compliance
SOC 2PCI DSS
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Business planning software that helps entrepreneurs create professional plans, validate ideas, forecast financials, and track performance. Includes AI-powered guidance, market research, pitch deck generation, and accounting software integration.
Pricing
$15+ / month
Founded
2012
Team size
51-200 employees
Headquarters
Eugene, OR
At a glance
Best for
Solo / freelancer, Startup (1-50), Small business (51-200)
Pricing model
Tiered plans
Try before you buy
Integrates with
QuickBooks OnlineXero
Security
SOC 2PCI DSS
About LivePlan
LivePlan is business-planning and financial-forecasting software for entrepreneurs and small businesses. It guides users through creating business plans, building financial forecasts and budgets, and tracking actual performance against plan, with dashboards and reporting. The Premium tier adds QuickBooks/Xero syncing, benchmarking across 1,000+ industries and scenario planning.
Pricing
$15+ / monthTiered plans
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Solo / freelancerStartup (1-50)Small business (51-200)
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
LivePlan
LivePlan doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for LivePlan and Cubbie routes it to the vendor and our procurement team.
