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LivePlan is an AI-powered business planning and forecasting tool that helps entrepreneurs and small business owners create professional business plans, financial forecasts, and performance dashboards. Its AI features include guided plan writing, financial model templates, and performance benchmarking against industry peers.
Category
Finance
Subcategory
Financial Planning
// ACCESS METHODS
Web App
// COMPLIANCE
○SOC2○ISO27001○GDPR○HIPAA
● certified · ○ not verified
// DATA STORAGE
Region
—
Trains on Data
—
Self-hostable
No
// PRICING DETAIL
Free Tier
Not available yet
Paid Plans
~$20/month for standard; ~$40/month for premium with AI features
API Cost
Not available yet
// MORE IN FINANCIAL PLANNING
B
BettermentFinanceFinancial Planning
#robo-advisor#investing#tax-loss harvesting
W
WealthfrontFinanceFinancial Planning
#robo-advisor#automated investing#tax-loss harvesting
B
Brex AIFinanceFinancial Planning
#corporate card#expense management#startup finance
// USE CASES
Entrepreneurs creating business plans for bank loans or investorsStartups building financial projections and cash flow forecastsSmall businesses tracking actual vs. planned performance monthlySBA loan applications requiring a formal business planRestaurant and retail owners planning new business openings