LivePlan

We use cookies We use cookies to enhance your browsing experience and understand site traffic. Accept to continue or decline non-essential cookies. See our Privacy Policy Accept Decline What stage is your business at? Tell us and we'll match you with a special LivePlan discount: New Business Idea Startup Phase Established Business New Business Discount Great, we have special savings for organizing your business ideas. Get full access to LivePlan for 50% off Save big with any monthly package Sign Up With Discount Startup Discount Great, we have special savings for businesses just starting up. Save big on LivePlan Premium! Save big with any LivePlan Premium package Sign Up With Discount Established Business Discount Great, we have special savings for businesses that are up and running. Get annual access to LivePlan for 40% off Save big with any annual package Sign Up With Discount Enter your email address to unlock it. Unlock Discount Send me LivePlan's weekly business planning insights and tips We care about your privacy. See our Privacy Policy. Simple Planning. Smarter Decisions.Transform your business vision into a roadmap for success - whether you're starting up or scaling up. Start Your Plan Video Tour Create a plan Forecast financials Master your market Spot opportunities Compare to actuals Loading video... Loading video... Loading video... Loading video... Create a plan Trusted by 1 million+ entrepreneurs With the right tools and a little guidance, you can achieve almost any business goal LivePlan AssistantAI that actually knows business planningGeneric AI tools give generic answers. LivePlan's AI is different. It's trained on thousands of successful business plans and 30+ years of planning expertise. It asks the right questions, spots potential issues, and helps you think through the details that investors actually care about.See How It Works Automatic FinancialsSkip the spreadsheets, get complete financialsLivePlan asks you simple questions and turns your business idea into the profit & loss, cash flow, and balance sheet that banks and investors expect. No complex formulas or finance degree required. You've got the vision—we'll handle the scary spreadsheets.Learn More SBA Approved FormattingDocuments ready in minutesNeed a pitch deck? Bank loan package? Board report? LivePlan creates them all with professional formatting. Spend your time on strategy, not wrestling with Word documents. Create professional reports for stakeholders in minutes, not hours.Learn More Cash Flow ForecastingSee your cash future before problems hitKnow exactly where your money is going and when. LivePlan shows your cash position today and predicts what's coming. Will you make payroll next month? Can you afford that new hire? Spot problems before they hit, plan for seasonal changes, and make spending decisions with confidence.Learn More Real Industry DataExplore 550+ example plans and real industry dataBrowse real business plans from companies like yours. See industry benchmarks, compare your numbers, and understand what investors look for. See what worked, understand investor expectations, and benchmark your numbers against actual data. Why start from scratch when you can start from success?Learn More Integrations & DashboardsOne platform that grows with your businessStart: Create your fundable business planConnect: Link QuickBooks or Xero for automatic updatesTrack: Monitor performance with real-time dashboardsScale: Generate investor updates and reports instantlyNever switch tools as you grow.Learn More LivePlan has helped over 1 million business owners build better businesses It's proven, companies that plan and track against their plan grow 30% faster than those that don't. No matter your industry, location, or size — LivePlan helps you get your business off the ground and grow Read Customer Stories Trying to open a new business is very time-consuming, and since I was running another business while I was trying to set up Tailored, I didn't have a lot of time. Brian Sung Owner & Founder, Tailored Coffee Read Brian's Story It wasn't my intention to be an entrepreneur or a business person. My intention was to work with dogs. I kind of had to learn the rest of it in order to do what I wanted to do. Joanna Stanford Founder, Trots Dogs Read Joanna's Story Trying to open a new business is very time-consuming, and since I was running another business while I was trying to set up Tailored, I didn't have a lot of time. Brian Sung Owner & Founder, Tailored Coffee Read Brian's Story That's what it does for your business; [using LivePlan] has got us all talking and much more engaged about what we are and what we're trying to do. Bruce Carr Owner & Founder, Web Ninja Read Bruce's Story Before LivePlan, I was making decisions that were poorly informed. Now I test everything through my business first, before I take it to my clients. Enae Jackson-Atkins Owner & Founder, Esquire Accounting Read Enae's Story Entrepreneurs & business owners love LivePlan “I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures.” Matthew H Capterra Review “Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. [...]. It does the math for you. It creates graphs and charts. It is amazing.” Shawnnell B G2 Review “LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process.” Alvaro F Shopper Approved Review “I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against Forecast like I've never had before...” Rob Mackley Xero App Store Review “Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch.” Ifeanyi K Capterra Review “LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike.” Bashir T Shopper Approved Review “All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.” Maggie L Trust Radius Review “I didn't have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses.” Gabriella B G2 Review “LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!” Angela A Capterra Review “LivePlan provides the balance between stating your vision, the framework to support it, and the numbers.” Mike R Shopper Approved Review “I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures.” Matthew H Capterra Review “Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. [...]. It does the math for you. It creates graphs and charts. It is amazing.” Shawnnell B G2 Review “LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process.” Alvaro F Shopper Approved Review “I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against Forecast like I've never had before...” Rob Mackley Xero App Store Review “Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch.” Ifeanyi K Capterra Review “LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike.” Bashir T Shopper Approved Review “All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.” Maggie L Trust Radius Review “I didn't have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses.” Gabriella B G2 Review “LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!” Angela A Capterra Review “LivePlan provides the balance between stating your vision, the framework to support it, and the numbers.” Mike R Shopper Approved Review Try LivePlan TodayTotally risk free. 35-day money-back guarantee. Sign Up Video Tour --- We use cookies We use cookies to enhance your browsing experience and understand site traffic. Accept to continue or decline non-essential cookies. See our Privacy Policy Accept Decline What stage is your business at? Tell us and we'll match you with a special LivePlan discount: New Business Idea Startup Phase Established Business New Business Discount Great, we have special savings for organizing your business ideas. Get full access to LivePlan for 50% off Save big with any monthly package Sign Up With Discount Startup Discount Great, we have special savings for businesses just starting up. Save big on LivePlan Premium! Save big with any LivePlan Premium package Sign Up With Discount Established Business Discount Great, we have special savings for businesses that are up and running. Get annual access to LivePlan for 40% off Save big with any annual package Sign Up With Discount Enter your email address to unlock it. Unlock Discount Send me LivePlan's weekly business planning insights and tips We care about your privacy. See our Privacy Policy. You've got this. Start your plan by picking a package. Monthly Annual Save 25% Standard For anyone who needs a professional business plan. $20 $20 per monthpaid monthly Save 25% Get Standard Step-by-step instructions Examples and detailed guidance show you how to build every section of your plan and financial forecast. Lender-ready statements Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets. Full financial forecast Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets. One-page pitch builder Create a quick one-page plan that helps you test & pitch your business ideas. 550+ sample plans Beat writer's block by scanning a sample business plan for your exact industry. Live onboarding session New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session. Human chat & email support Connect with a real human for troubleshooting assistance. Writing assistance Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan. AI Powered Plan review See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence. New Market research Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more. New Financial analysis Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance. AI Powered "What if" scenarios Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?" Performance dashboards Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions. Real-time profit & cash forecasting Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions. Export to Excel Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility. Connect to QuickBooks Online & Xero Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually. Add-ons LivePlan Expert $30/mo One-on-one video support Get dedicated time with a LivePlan Expert in 30 minute video meetings. Priority assistance Connect with a LivePlan Expert for immediate help - no queues, no waiting. Dedicated guidance on features, formatting & best practices Work with a LivePlan Expert who understands your unique business and needs. Learn More Included Features Step-by-step instructions Examples and detailed guidance show you how to build every section of your plan and financial forecast. Lender-ready statements Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets. Full financial forecast Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets. One-page pitch builder Create a quick one-page plan that helps you test & pitch your business ideas. 550+ sample plans Beat writer's block by scanning a sample business plan for your exact industry. Live onboarding session New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session. Human chat & email support Connect with a real human for troubleshooting assistance. Writing assistance Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan. AI Powered Plan review See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence. New Market research Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more. New Financial analysis Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance. AI Powered "What if" scenarios Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?" Performance dashboards Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions. Real-time profit & cash forecasting Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions. Export to Excel Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility. Connect to QuickBooks Online & Xero Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually. Optional Add-Ons LivePlan Expert $30/mo One-on-one video support Get dedicated time with a LivePlan Expert in 30 minute video meetings. Priority assistance Connect with a LivePlan Expert for immediate help - no queues, no waiting. Dedicated guidance on features, formatting & best practices Work with a LivePlan Expert who understands your unique business and needs. Learn More Premium For businesses that need financial tools to help them operate & grow. $40 $20 per monthpaid monthly 50% Off For 3 Months Get Premium Step-by-step instructions Examples and detailed guidance show you how to build every section of your plan and financial forecast. Lender-ready statements Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets. Full financial forecast Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets. One-page pitch builder Create a quick one-page plan that helps you test & pitch your business ideas. 550+ sample plans Beat writer's block by scanning a sample business plan for your exact industry. Live onboarding session New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session. Human chat & email support Connect with a real human for troubleshooting assistance. Writing assistance Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan. AI Powered Plan review See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence. New Market research Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more. New Financial analysis Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance. AI Powered "What if" scenarios Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?" Performance dashboards Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions. Real-time profit & cash forecasting Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions. Export to Excel Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility. Connect to QuickBooks Online & Xero Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually. Add-ons LivePlan Expert $30/mo One-on-one video support Get dedicated time with a LivePlan Expert in 30 minute video meetings. Priority assistance Connect with a LivePlan Expert for immediate help - no queues, no waiting. Dedicated guidance on features, formatting & best practices Work with a LivePlan Expert who understands your unique business and needs. Learn More Included Features Step-by-step instructions Examples and detailed guidance show you how to build every section of your plan and financial forecast. Lender-ready statements Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets. Full financial forecast Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets. One-page pitch builder Create a quick one-page plan that helps you test & pitch your business ideas. 550+ sample plans Beat writer's block by scanning a sample business plan for your exact industry. Live onboarding session New to LivePlan? Get your questions answered by a LivePlan expert in a live video onboarding session. Human chat & email support Connect with a real human for troubleshooting assistance. Writing assistance Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan. AI Powered Plan review See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence. New Market research Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more. New Financial analysis Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance. AI Powered "What if" scenarios Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, "When can I hire more staff?" Performance dashboards Turn your actual results from your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions. Real-time profit & cash forecasting Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions. Export to Excel Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility. Connect to QuickBooks Online & Xero Instantly pull accounting data from QuickBooks Online or Xero into your account, so you don't have to enter your data manually. Optional Add-Ons LivePlan Expert $30/mo One-on-one video support Get dedicated time with a LivePlan Expert in 30 minute video meetings. Priority assistance Connect with a LivePlan Expert for immediate help - no queues, no waiting. Dedicated guidance on features, formatting & best practices Work with a LivePlan Expert who understands your unique business and needs. Learn More All subscriptions come with a 35-day money-back guarantee. LivePlan PremiumBecome a more strategic business ownerWatch this 2-minute video to see how LivePlan Premium helps you figure out the best way to launch and grow your business. Watch Now Compare Features Standard Premium Team Active companies Create as many companies as you like in LivePlan. However, only one company can be active at a time. Add more active companies to your at any time. 11 Contributors Control who can collaborate with you in LivePlan and what data they are able to access and/or edit. Add more contributors to your account at any time. 55 Guests Gather feedback on your business plan and financials by sharing it with guests. They can view and comment on your plan, but can't make any changes. UnlimitedUnlimitedLivePlan AssistantAI Powered Writing assistance Avoid writers block with Help me Write. Automatically generate written ideas for each section of your business plan. Rewrite Improve your business plan with one-click and adjust your writing for tone, detail, grammar and spelling errors. Forecast suggestions Start your first forecast, or identify new forecast opportunities - fast. Get automatic suggestions for revenue streams, direct costs, personnel, & expenses specific to your business. Plan review See if your business plan is really ready for a lender or investor. Get a complete report that shows you exactly where your plan stands and what to improve, so you can present with confidence. NewNew Financial analysis Unlock c-suite level insights with just one click. Understand the key variances between actual and forecasted results, celebrate successes, address concerns, and get next steps to optimize performance. Market research Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more. NewFeatures Step-by-step instructions Examples and detailed guidance show you how to build every section of your plan and financial forecast. Lender-ready statements Create accurate financial reports lenders expect to see with automatic calculations - no number crunching or spreadsheets. Full financial forecast Easily create projected profit & loss, balance sheet, and cash flow forecasts without complicated spreadsheets. Easy pitch/plan export Export your plan to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentations. One-page pitch builder Create a quick one-page plan that helps you test and pitch your business ideas. Sample plans Beat writer's block by scanning a sample business plan for your exact industry. Milestone planner Set milestones for each of your business goals and get reminders when they are due. This helps you stay focused on your goals and motivated. Industry research Deepen your understanding of your market with specific details on your industry's risks, current conditions, trends, benchmarks, financial insights and more. What-if scenarios Run up to 10 full forecast scenarios to understand your best-case and worst-case scenarios. This helps you answer questions like, 'When can I hire more staff?' Performance dashboards Automatically compare your accounting data to your forecast and get 20+ easy-to-read charts, graphs and trend metrics to keep your business on track. Real-time profit & cash forecasting Connect your accounting software and see your profit and cash forecasts update in real-time based on actual results. You'll get a more accurate prediction of the future to make smarter decisions. Automatic forecast builder Easily create a starting forecast from your accounting data. No manual data entry required. Export to Excel Export your forecast as a CSV file and import to Excel or Google Sheets for additional formatting flexibility. Trend spotting Turn your accounting data into insights with 20+ trend reports and dig into your businesses performance so you can make smart business decisions. Integrations Connect to QuickBooks Online LivePlan instantly pulls accounting data from QuickBooks Online into your dashboard, so you don't have to enter your data manually. Connect to Xero LivePlan instantly pulls accounting data from Xero into your dashboard, so you don't have to enter your data manually. Support Email Customer support is open Monday through Friday from 8 am to 5 pm (PST) Chat Get quick responses to your questions using live chat on our website or within your LivePlan account. Money-back guarantee All subscriptions come with a 35-day money-back guarantee. Simple pricing. No contracts. No hidden fees. Educational webinars Reach your goals faster with regular live webinars about budgeting, business management and more. Ideal for startups and established companies. All the features you need to: Impress lenders and investors Create a business plan that includes all the details and financial information that lenders expect to see. Organize & test ideas Keep all your business ideas organized in one spot. Build financial forecasts to see if they are profitable. Learn business basics Follow a step-by-step planning process that also helps you understand the basics of starting and running a company. Stay focused on your goals Set growth targets and track your progress to hold yourself accountable. This makes you twice as likely to achieve your goals. Make data-driven decisions Spot trends in your financial dashboard that help you figure out ways to boost profits or reduce costs. Present with confidence Report on the financials for your business using charts and graphs that anyone can understand. Working with clients, students, or business centers? LivePlan for advisors Provide more value to your clients with business planning tools that fit seamlessly into your advising process. Learn More LivePlan for educators Help your students develop a deeper understanding of their future businesses. LivePlan integrates with any teaching style. Learn More LivePlan for SBA Partners SBDCs, WBCs, VBOCs, funding partners and other SBA-backed organizations use our suite of tools to strengthen client engagement, secure funding and improve business performance. Learn More Frequently asked questions Why can't I just use ChatGPT for my business plan? While tools like ChatGPT and Claude are excellent for general writing, they can't handle the complex requirements of business planning. They can't create interconnected financial forecasts, they don't understand how business assumptions should translate into reliable financial models, and they can't guide you through the proven methodology that investors and lenders expect. Additionally, much of the research provided from GPT contains hallucinations and inaccuracies. LivePlan's AI is specifically trained for business planning, so it understands how to transform your ideas into comprehensive, professional plans with reliable financials and research that all work together. What are the benefits of the Premium package? It gives you a system of advanced business planning and financial tools that helps your business thrive. Sleep easier knowing how much cash flow you'll have next week and next month, create milestones to execute your business strategy, and uncover powerful insights buried in your accounting data. Whether you're starting a new business or growing your existing one, LivePlan Premium helps you make the best possible business decisions. Will LivePlan work for my industry? LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 550 sample plans you can use as a guide while writing your own plan. Plus, LivePlan has industry benchmarks for over 1,000 industries included. Knowing your industry standards helps ensure that your forecast is both challenging and achievable. Can I have someone professionally review my plan? Yes, we provide professional business plan reviews for an additional fee that includes — an introductory meeting, a full review of your plan within LivePlan, and a follow-up call covering notes on each section. You can learn more about the plan review process and schedule an introductory call with an expert advisor here. Can I work on more than one business plan? Yes, you can create an unlimited number of business plans on one account. However, only one plan can be open and edited at a time. If you need to edit multiple plans simultaneously, you can upgrade your account. --- We use cookies We use cookies to enhance your browsing experience and understand site traffic. Accept to continue or decline non-essential cookies. See our Privacy Policy Accept Decline What stage is your business at? Tell us and we'll match you with a special LivePlan discount: New Business Idea Startup Phase Established Business New Business Discount Great, we have special savings for organizing your business ideas. Get full access to LivePlan for 50% off Save big with any monthly package Sign Up With Discount Startup Discount Great, we have special savings for businesses just starting up. Save big on LivePlan Premium! Save big with any LivePlan Premium package Sign Up With Discount Established Business Discount Great, we have special savings for businesses that are up and running. Get annual access to LivePlan for 40% off Save big with any annual package Sign Up With Discount Enter your email address to unlock it. Unlock Discount Send me LivePlan's weekly business planning insights and tips We care about your privacy. See our Privacy Policy. LivePlan Features Tools for every stage of business growth Jump to: Plan your businessGrow your businessCollaborate & share Jump to: Plan your business Planning Grow your business Growth Collaborate & share Plan your business Save time and simplify the creation of your professional, lender-ready business plan. Business Plan BuilderWrite your plan faster with a fully guided builder. Learn More Market ResearchMarket size, competitor, audience, and benchmark data directly in your plan. Learn More Automatic FinancialsNo-spreadsheet-required number crunching. Learn More AI-Powered LivePlan AssistantStrengthen your plan with AI suggested ideas. Learn More Human SupportGet personal, live onboarding, chat support and access to educational webinars. Learn More Sales ForecastingCreate critical sales and revenue predictions. Learn More One-Page Plan BuilderThe quickest way to outline your business idea. Learn More 550+ Samples & ExamplesFind inspiration in real business plan examples. Learn More Milestone SchedulingTranslate strategy into action and stay on track. Learn More How We're DifferentMore than business plan softwareLivePlan isn't just a tool to easily create a business pitch, plan, and financials - it's a comprehensive business planning system to help you plan, fund, and grow.Learn More Grow your business Confidently grow your business with tools that help you make strategic decisions. Growth PlanningFocus, adapt, and drive revenue with a growth planning mindset. Learn More Financial Forecasts & ScenariosSee how today's decisions will impact the future. Learn More Budgeting & Financial PerformanceGet a full financial picture of your business. Learn More Cash Flow ForecastingManage cash flow without complex spreadsheets. Learn More Performance DashboardTurn your data into insights that are easy to understand. Learn More QuickBooks & Xero IntegrationSpot new ways to grow in your QuickBooks data. Sync LivePlan with QuickBooks and spot new ways to grow without using complicated spreadsheets or budgeting apps. Industry ResearchAccurate, insightful data to add to your plan. Learn More Collaborate & share Customize and collaborate at each step of your business planning journey. Work with PartnersCollaborate with your team, partners, or advisors. With LivePlan, you can easily collaborate on business plans with your team, control who sees what, get comments and advice, and share with advisors or investors. Access AnywhereCloud-based planning for access anytime, anywhere. LivePlan enables you to access and work on your business plan from any browser, regardless of your location or device. Create Unlimited PlansAll your ideas in one, unified tool. LivePlan allows you to create as many business plans as you need, whether it's a single plan or multiple plans. Multilingual PlansCreate and share your plan in multiple languages. Create and share customizable business plans in multiple languages, including Spanish, French, Brazilian Portuguese, Italian, and German. Also supports your local currency symbol. Multiple Export OptionsEasily export impressive presentations. LivePlan allows you to export your pitch to PowerPoint for customization and confident presentation, as well as export financials and forecasts to Excel for additional formatting flexibility. Professional DocumentsPersonalize your plan with custom themes. LivePlan offers SBA-approved, professionally designed business plan templates with stunning themes and done-for-you charts and graphs to help you create a visually appealing and impactful document. Share SecurelyConfidentiality guaranteed. Always safe and private. LivePlan ensures the safety and confidentiality of your data with bank-level security, regular security audits, and a commitment to never sell, rent, or abuse your private information. Try LivePlan TodayTotally risk free. 35-day money-back guarantee.Get Started Now --- We use cookies We use cookies to enhance your browsing experience and understand site traffic. Accept to continue or decline non-essential cookies. See our Privacy Policy Accept Decline LivePlan Affiliates Turn business planning into income & impact Whether you’re a content creator or advisor, we’ve got a partnership program built for you. Become a partner Why Partner with LivePlan? Trusted by 1.5 million entrepreneurs #1 rated, lender-ready financial forecasting tool Generous rewards and dedicated partner support Earn rewards your wayAffiliate Program: Monetize Your AudienceReferral Program: Recommend LivePlanBest forCreators, reviewers, content sites, and online educators.Advisors, consultants, instructors, coaches, or anyone who works 1:1 with entrepreneurs.How you earnEarn recurring commissions for every paid subscription you driveEarn cash rewards when your clients or students subscribeHow we support youAccess to banners, landing pages, and email templates.Monthly Partner Newsletter updatesAccess workshop materials and training.Monthly Partner Newsletter updatesHow it worksApply and get approvedShare LivePlan with your online audienceEarn ongoing commissions from conversions you generateRegister and access your dashboardRecommend LivePlan directly to clients via email or share your referral linkTrack referrals and receive payouts Get started Takes ~2 minutes. We’ll match you to the right program. See How LivePlan is Changing Businesses 💚 “LivePlan was an essential tool that assisted me in securing startup funding for my business. The tools and resources available through the paid LivePlan service are certainly worth the investment.” Bear Kat Brewing Shopper Approved Review “As a Michigan Small Business Development Center Consultant, I always encouraged my clients to use LivePlan to develop their business plan. It is so easy to use, only took me a few minutes of walk through to show even self confessed non-techies how to write their plan. The biggest advantage in my opinion is that doing different financial scenarios is MUCH easier in LivePlan than trying to do this on their own.” Lisa Kenny Capterra Review “LivePlan has been a key product in our company when dealing with planning of our company business. It makes it easy for us to keep our entire business enterprise organized for better productivity. More to planning, it offers us an outstanding platform for budgeting, keeping a track of our business progress a d performance as well as doing accurate forecasts on the future of our business. ” Mariana Jones Trust Radius Review “LivePlan.com has been an absolute game-changer for our business. The platform is incredibly user-friendly, making the complex process of business planning feel straightforward and even enjoyable. The step-by-step guidance helped us craft a comprehensive, professional plan that impressed our investors and provided clear direction for our team.” Ugo Romano Trust Radius Review “I cant say enough about the ease of use. I have created multiple scenarios for my business and its helped me make important decisions for 2026. The integration with QB is flawless and I would recommend this to any small business.” Mike Nichols Quickbooks App Store Review “Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming.” Idan M. Capterra Review “I was stuck in writing my business plan, which I’m sure many business owners are. LivePlan’s questions and a.i help definately helped me make it through my plan. I recommend it to all!” Antonio Quickbooks App Store Review “Love This Tool. FORGET Excel Sheets This program saves so much time in excel formatting etc. I can work on the numbers and see projections so much easier. It took an hour to get moving and is now “never look back”. Do it, be good to yourself!” Eric Jacobsen Quickbooks App Store Review “The integration of LivePlan with QuickBooks is seamless and incredibly valuable for forecasting. It provides a comprehensive outlook for the upcoming year and beyond, enabling more accurate and efficient financial planning.” Dave K. Quickbooks App Store Review “LivePlan is my primary financial forecasting and issue raising tool. I build out annual Pro-forma in Q4 with detailed revenue and expense category forecasts. The ability to build revenue and expense forecasts by category and the appropriate level of detail is highly useful. Monthly, and especially quarterly, we can see if and where we are off track relative to original goals and make necessary adjustments in the business.” Jason Ogden Trust Radius Review “LivePlan was an essential tool that assisted me in securing startup funding for my business. The tools and resources available through the paid LivePlan service are certainly worth the investment.” Bear Kat Brewing Shopper Approved Review “As a Michigan Small Business Development Center Consultant, I always encouraged my clients to use LivePlan to develop their business plan. It is so easy to use, only took me a few minutes of walk through to show even self confessed non-techies how to write their plan. The biggest advantage in my opinion is that doing different financial scenarios is MUCH easier in LivePlan than trying to do this on their own.” Lisa Kenny Capterra Review “LivePlan has been a key product in our company when dealing with planning of our company business. It makes it easy for us to keep our entire business enterprise organized for better productivity. More to planning, it offers us an outstanding platform for budgeting, keeping a track of our business progress a d performance as well as doing accurate forecasts on the future of our business. ” Mariana Jones Trust Radius Review “LivePlan.com has been an absolute game-changer for our business. The platform is incredibly user-friendly, making the complex process of business planning feel straightforward and even enjoyable. The step-by-step guidance helped us craft a comprehensive, professional plan that impressed our investors and provided clear direction for our team.” Ugo Romano Trust Radius Review “I cant say enough about the ease of use. I have created multiple scenarios for my business and its helped me make important decisions for 2026. The integration with QB is flawless and I would recommend this to any small business.” Mike Nichols Quickbooks App Store Review “Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming.” Idan M. Capterra Review “I was stuck in writing my business plan, which I’m sure many business owners are. LivePlan’s questions and a.i help definately helped me make it through my plan. I recommend it to all!” Antonio Quickbooks App Store Review “Love This Tool. FORGET Excel Sheets This program saves so much time in excel formatting etc. I can work on the numbers and see projections so much easier. It took an hour to get moving and is now “never look back”. Do it, be good to yourself!” Eric Jacobsen Quickbooks App Store Review “The integration of LivePlan with QuickBooks is seamless and incredibly valuable for forecasting. It provides a comprehensive outlook for the upcoming year and beyond, enabling more accurate and efficient financial planning.” Dave K. Quickbooks App Store Review “LivePlan is my primary financial forecasting and issue raising tool. I build out annual Pro-forma in Q4 with detailed revenue and expense category forecasts. The ability to build revenue and expense forecasts by category and the appropriate level of detail is highly useful. Monthly, and especially quarterly, we can see if and where we are off track relative to original goals and make necessary adjustments in the business.” Jason Ogden Trust Radius Review Frequently asked questions What’s the difference between the Affiliate Program and the Referral Program? The Affiliate Program is designed for people who promote LivePlan to an audience — bloggers, YouTubers, newsletter writers, review sites, educators, and content creators.The Referral Program is for those who recommend LivePlan directly to clients or students — business advisors, consultants, accountants, coaches, incubators, and SBDC teams.If you publish content online → Affiliate ProgramIf you work 1:1 with entrepreneurs → Referral Program What is the commission structure for each program? Affiliate Program:Ideal for creators, bloggers, publishers, and online educators.This program is designed for partners who promote LivePlan to a broad online audience.Commission Structure:20% recurring commission for up to 12 months for each paid subscription you referReferral Program:Designed for advisors, consultants, instructors, and organizations who recommend LivePlan to clients or students.Reward Structure:Give $10, Get $10 – your referral receives $10 off their first month of LivePlan, and you earn a $10 reward when they subscribeTailored benefits may also be available for qualifying organizations, including:Co-branded training resourcesEducational or bulk licensing discountsPartner enablement tools for classroom or cohort environmentsOur team will assign the structure that best supports your use case and audience. How do I know which program I should apply for? Use this quick guide:You have a website, blog, social channel, or newsletter → AffiliateYou teach entrepreneurs, run workshops, or advise clients → ReferralYou don’t have a website but still want to recommend LivePlan → ReferralIf you’re unsure, apply to the program that best matches your activities — we’ll help route you correctly. Does it cost anything to join either program? No. Both the Affiliate Program and the Referral Program are completely free to join. Why should I partner with LivePlan? When you partner with LivePlan, you're connecting entrepreneurs to the tools they need while building a steady revenue stream. Our top-rated business planning software helps small business owners succeed, and you earn commissions for every customer you refer. It's a win-win: your audience gets access to essential business planning tools, and you get rewarded for helping them find the right solution. How does tracking work for the Affiliate Program? Affiliates receive a unique tracking link with a 30-day cookie window.If someone clicks your link and purchases LivePlan within 30 days, you earn the commission — even if they don’t buy right away. How are referrals tracked in the Referral Program? Referrals are tracked through a partner-specific referral flow provided by the LivePlan team. Most advisors direct clients to a referral link or provide client details during onboarding. What does it take to be a successful affiliate? Top affiliates usually:Create content about LivePlan (reviews, tutorials, comparisons)Feature LivePlan in newsletters, podcasts, or webinarsUpdate screenshots, pricing, and banners regularlyShare their personal experience using the softwareIf you regularly publish content online, you’re a great fit. What does it take to be a successful referral partner? Referral partners succeed when they:Work directly with entrepreneursIntegrate LivePlan into coaching, advising, or trainingUse LivePlan as part of their curriculum or client workflowOffer hands-on support or strategic guidanceIf you run workshops or advise clients, you’ll thrive in the referral program. Does it cost anything to be an affiliate? There are no fees associated with becoming a LivePlan Affiliate. Joining the program is absolutely free. How do commissions and payouts work? Our standard commission structure is $20 per verified sale of LivePlan. A 20% commission also applies to other Palo Alto Software products purchased. Accounts with a balance of less than $100 will roll over to the next month and will continue to roll over monthly until $100 is reached.Also, keep in mind that we offer a 35-day money-back guarantee. That being said, a user can be refunded within 35 days of signing up if they choose to cancel their subscription, which will then remove any commissions made from that sale. What is LivePlan and how should I promote it? LivePlan is industry-leading business planning software that helps entrepreneurs and small business owners create professional business plans, track their financials, and make better business decisions. As the world's most trusted business planning solution, LivePlan has helped over 1.5 million entrepreneurs successfully launch and grow their businesses. When you promote LivePlan, you're offering your audience a proven tool that:Makes business planning simple and accessibleIncludes step-by-step guidance and expert templatesOffers automated financial forecastingProvides real-time performance trackingDelivers bank-ready business plansPlus, our affiliate program rewards you generously for every customer you refer, with a 90-day cookie window to ensure you get credit for your efforts. By promoting LivePlan, you're not just earning commissions – you're helping entrepreneurs succeed with tools they can trust. Where do I find my affiliate or referral link? Affiliate:After approval, log in to your affiliate dashboard → “Offers” → find your tracking link.Referral:Referral partners receive a unique referral process from our team based on the program tier (link, onboarding form, or co-branded pathway). Why was my application declined? For affiliates:Website wasn’t functional or accessibleAudience alignment was unclearNot enough information providedFor referral partners:Use case didn’t match referral criteriaMissing business details or unclear advising roleIf you believe your application was declined in error, reply to the email — our team is happy to review. How long does it take to get approved? Applications for both programs are reviewed manually. If accepted, you’ll receive an email with next steps and onboarding resources. Still have questions? We’re here to help. Email partners@paloalto.com  and our team will assist you.